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Transportation  // Browsing posts in Transportation

Digital Freight Brokers’ Gains Still Slow and Incremental (CHRW, JBHT, XPO)

Research Question: Are digital platforms like Uber Freight and Convoy gaining momentum in their quest to disrupt traditional freight brokers such as C.H. Robinson and XPO Logistics? Companies: AMZN, CHRW, JBHT, KNX, UPS, XPO By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Digital freight-matching platforms continue to make inroads against […]

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Dim Prospects for UNFI’s Margin Rebound As Challenges Grow (UNFI)

Research Question: Can UNFI rebuild its margins amid competitive threats from organic and conventional distributors? Will Amazon take over UNFI’s distribution to Whole Foods? Companies: AMS:AD, AMZN, BABA, KR, SFM, SVU, UNFI, WMT   By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings United Natural Foods Inc. (UNFI) has little hope […]

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Big Freight Forwarders Will Blunt Web Threat by Adding Digital Tools (EXPD, KNIN, PWTN)

Research Question: Can traditional freight forwarders like Expeditors International ward off competition from web-based startups? Companies: AMZN, BABA, CPH:DSV, CPH:MAERSK-B, ETR:DPW, EXPD, FDX, GE, GOOG/GOOGL, IBM, SHE:002352, SWX:PWTN, UPS, VTX:KNIN By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings The freight forwarding industry is ripe for disruption as demand is growing […]

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Nov 02 2017 Industrial, Transportation

Pressure Is on Freight Brokers to Combat the Tech Revolution (CHRW, JBHT, LSTR, XPO)

Research Question: Will freight brokerages successfully adjust as digital brokers disrupt the industry? Which companies are best positioned to thrive? Companies: AMZN, CHRW, ECHO, FDX, GOOG/GOOGL, JBHT, KNX, LSTR, ROP, SNDR, UPS, WMT, XPO By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Digital freight-matching services like Uber Freight and Convoy […]

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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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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 […]

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Auto Industry Evolving Into Mobility Industry with Autonomous, Connected Cars

Blueshift Research attended Telematics West Coast 2015 and the Connected Car Expo, meeting with new sources as well as those interviewed for our various reports on Auto Infotainment in 2014 and 2015. The following are highlights and themes pulled from interviews, observations, and speaker presentations. Companies: AAPL, BBRY, BOM:500530, BOM:500570, CTTAY, DDAIF, DLPH, ETR:NSU/FRA:NSU, F, […]

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Jun 18 2015 Industrial, Transportation

New Regulations Cushion Railcar Builders From Oversupply

Research Question: Are low energy prices causing an oversupply in the railcar market, or will new safety regulations increase railcar orders? Companies: ARII, CSX, GBX, GMT, NSC, RAIL, TRN, WAB By: Reverdy Johnson Click here to download the report (.pdf)   Summary of Findings Low energy prices and new safety regulations for tank cars hauling […]

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TrueCar Increasingly Accepted, More Geared to Low-End Dealers

Research Question: Are auto dealerships increasingly using TrueCar to drive leads and sales? Companies: ABTL, CAR, COST, GCI, TRUE, WMT By: Reverdy Johnson Click here to download the report (.pdf)   Summary of Findings Sixteen of 23 sources said car buyers are increasingly using the Internet to research prices before making a purchase. TrueCar Inc. (TRUE) is becoming […]

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Jun 20 2014 Industrial, Transportation

Railcar Demand Continues to Grow, No Oversupply on Horizon

Research Question: Are current railcar order trends sustainable, or will a drop in demand result in an oversupply? Companies: ARII, BNI, BRK.A, CSX, GBX, GMT, NSC, RAIL, TRN By: Reverdy Johnson Click here to download the report (.pdf)   Summary of Findings There is no expected oversupply of tank cars for at least the next five years, according […]

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