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

Douglas Dynamics Dealerships Forecast Some Sales Growth Despite Mild Start to Winter (PLOW)

Research Question: Will Douglas Dynamics’ Western and Fisher brands sell more snowplows than a year ago? Companies: PLOW, TTC By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Nearly half of Douglas Dynamics Inc.’s (PLOW) Western and Fisher dealers interviewed are optimistic they will see a year-to-year sales increase on snowplows […]


Bidding Activity in Applied Commercial HVAC Remains Strong (JCI)

Research Question: How is applied commercial HVAC shaping up in the second half of the year? Companies: ABM, CBG, EME, IR, JCI, JLL, KRX:003550/003555, KRX:005930/005935, LII, SIEGY, TYC, TYO:6367, TYO:6501, TYO:6502, TYO:6503, UTX By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings In an update to Blueshift Research’s 5 applied commercial […]


Trimble in Demand, Innovating to Stay Ahead; Subscriptions Not a Deterrent

Research Question: Will Trimble’s shift to emphasize recurring revenue drive demand and pricing? Companies: TRMB By: Reverdy Johnson Click here to download the report (.pdf)   Summary of Findings Trimble Navigation Ltd.’s (TRMB) shift to emphasize recurring revenue with the introduction of a subscription-based service is an industry trend and a necessity to stay at […]


ELD Rule Likely to Raise Freight Rates, Benefit Large Trucking Companies in Late 2017

Research Question: Will price erosion and federal regulations push small, private trucking companies out of business to the benefit of the market’s bigger players? Companies: AIG, AMZN, CGI, CVTI, FDX, FWRD, HTLD, JBHT, LSTR, SWFT, UPS, USAK, WERN, XPO, YRCW By: David Franklin Click here to download the report (.pdf)   Summary of Findings Freight-shipping […]


Residential HVAC Sales Not Cooling Off in 2016

Will the upward cycle in the residential HVAC market continue in 2016 and beyond? Click Here By: Chris Jenks   Summary of Findings Interviews with 14 HVAC industry professionals revealed zero expectations of a market coming off its peak in Those projecting a peak placed it two to five years out—or even longer if the […]


Kuka’s High Prices Will Limit Its Collaborative Robot Appeal

Research Question: Will Kuka’s reputation for quality overcome the higher price tag for its collaborative robots? Companies: ABB, AMZN, BABA, BIT:FCA/FCAU, GOOG/GOOGL, KUKAY, ROK, SHE:002009, SHE:300024, SIEGY, TER, TPE:2354, TYO:6503, TYO:6506, TYO:6954 Click here to download the report (.pdf) By: Seth Agulnick   Summary of Findings Kuka AG (KUKAY) could struggle in the burgeoning field of […]


AmazonSupply Still Lacking in Effort to Take on MRO Industry Leaders

Research Question: Is AmazonSupply taking share and becoming a disruptive force in the MRO industry? Companies: AIT, AMZN, AVT, EBAY, ETR:SAP/SAP, FAST, GOOG, GWW, HDS, MSM, SPLS, WCC By: Reverdy Johnson Click here to download the report (.pdf)   Summary of Findings Twenty-two of 23 sources said Inc.’s (AMZN) AmazonSupply is not taking share from incumbent leaders […]


Rental Car Demand Up, Rates Remain Flat This Summer

Research Question: Are summer rental car bookings and demand supporting higher rental rates, or is competition keeping prices in check? Companies: CAR, HTZ   By: David Franklin Click here to download the report (.pdf)   Summary of Findings Rental car bookings in early summer were higher year to year for seven of our eight sources. The remaining source […]


Cost, Reimbursement and Need for More Data Slow Jetrea Launch

Research Question: Is ThromboGenics’ Jetrea likely to become a first-line treatment for VMT and other related eye conditions? By:  David Franklin Companies: EBR:THR Click here to download the report (.pdf)   Research Findings How many retina specialists do you have at your practice? These 16 clinics have more than 65 retina specialists in total. How many vitrectomies […]


Cotton Prices Lead to Increased Sales for Deere, Case IH, Others (DE)

Research Question: Will increases in cotton planting lead to higher than expected sales for farm industry manufacturers and suppliers? By: Reverdy Johnson Companies: AGCO, BER:CNH/CNH, CAT, DE, DOW, ETR:BAS, ETR:BAYN, LNN, MON, VTX:SYNN/SYT Click here to download the report (.pdf)   Summary of Findings Deere & Co.’s (DE) and Case IH’s (CNH Global NV/BER:CNH/CNH) on-board module pickers present […]