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Industrial Goods & Services  // Browsing posts in Industrial Goods & Services

Solar Tracking Systems Idea Proposal (ARRY, FLEX, FTC Solar)

Solar Tracking Systems Idea Proposal (ARRY, FLEX, FTC Solar)

Which company has the best solar panel tracking technology and is best positioned in the market? Report Available: May 13, 2021   Blueshift’s initial research found the solar tracking market experiencing a whirlwind of IPOs and spinoff speculation for some its leading companies. Solar trackers direct solar panels toward the sun, changing their orientation throughout […]

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Plug Power is Leading in the Fuel Cell Race (BE, BLDP, FCEL, PLUG)

Research Question: Which fuel cell company offers the best technology, processes, management, and prospects for future success? Companies: BE, BLDP, CMI, FCEL, HYMTF, NKLA, PCRFY, PLUG, TM By: David Franklin Click here to download report (.pdf)   Summary of Findings According to industry suppliers, specialists, and competitors, Plug Power Inc. (PLUG) has emerged as one […]

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Rail Idea Proposal (CSX, KSU, NSC, UNP)

Rail Idea Proposal (CSX, KSU, NSC, UNP)

Will better rail service translate into more freight moving by rail? Report Available: September 24, 2020   Blueshift’s initial research found the rail industry is working to take share back from trucking, using Precision Scheduled Railroading to improve speed, on-time performance, and service to entice shippers to increase their use of rail. But not everyone […]

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Front-Loading and Supply Chain Shifts to Avoid Tariffs Could Challenge Grainger (GWW)

Research Question: Did MRO buyers front-load purchases ahead of tariffs? What does this mean for W.W. Grainger? Companies: AMZN, EPA:RXL, FAST, GPC, GWW, MSM By: David Frankin Click here to download report (.pdf)   Summary of Findings Four out of 12 MRO buyers front-loaded their purchasing ahead of tariffs. A sourcing consultant has witnessed some […]

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Update: Grainger’s Growth Trend Will Continue, But Customer Acquisition Will Be Limited (GWW)

Research Question: Can Grainger sustain its first-quarter momentum through the rest of 2018? Is its price reduction initiative leading to an increase in new customers? Companies: AMZN, BRK.A/B, GWW, MSM By: David Franklin Click here to download report (.pdf)   Summary of Findings W. Grainger Inc. (GWW) will sustain its first-quarter momentum throughout 2018, according […]

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Few Signs of Synergies, New Products from Johnson Controls/Tyco Merger (JCI)

Research Question: Is Johnson Controls gaining traction with its synergies and new products from the Tyco merger? Companies: EPA:SU, HON, IR, JCI, KRX:003550/003555, KRX:005930, LII, SIEGY, TYO:6367, TYO:6501, TYO:6503, UTX By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Johnson Controls International plc (JCI) is not seeing any sales success with […]

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Grainger to Retain Biggest Accounts for Now But Will Add Few New Customers (GWW)

Research Question: Is W.W. Grainger’s price decrease helping it win more share of existing customers’ wallets? Will it help Grainger gain new customers? Companies: AMZN, BABA, EPA:AI, FAST, GPC, GWW, HD, LON:FERG, LOW, MSM, TYO:3064 By: David Franklin Click here to download report (.pdf)   Summary of Findings W. Grainger Inc. (GWW) can maintain and […]

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Acuity Will Prevail Long Term Despite Intense Competition and Price Erosion (AYI)

Research Question: Will Acuity Brands suffer as upstream LED lighting manufacturers move downstream? Companies: AYI, CREE, EPA:LR, ETN, ETR:OSR, GE, HUBB, KOSDAQ:0032500, KRX:005930/005935, LSCG, PHG, TYO:6502 By: Reverdy Johnson & David Franklin Click here to download report (.pdf)   Summary of Findings Acuity Brands Inc. (AYI) and the entire LED lighting industry are experiencing intense […]

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Johnson Controls Keeping Pace As Commercial HVAC Demand Builds (JCI)

Research Question: What is the current state of demand for applied commercial HVAC? Will Johnson Controls keep pace with its competitors in this sector? Companies: ABM, CBG, EME, HON, IR, JCI, JLL, KRX:003550/003555, KRX:005930/005935, LII, SIEGY, TYO:6367, TYO:6501, TYO:6502, TYO:6503, TYO:6702, UTX By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings […]

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Douglas Dynamics’ Plow Sales Curbed by Lack of Snow (PLOW)

Research Question: Will Douglas Dynamics’ snowplow sales meet expectations this winter? Companies: PLOW, TTC By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Douglas Dynamics Inc. (PLOW) will have a tough time meeting sales estimates for its plows this winter because of meager snowfall levels across large swaths of the Northeast […]

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