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Transportation  // Browsing posts in Transportation

Sep 24 2020 Industrial, Transportation

Intermodal Taking Share From Trucks But No Structural Shift Yet (BRK.A/B, CSX, KSU, NSC, UNP)

Research Question: Will better rail service translate into more freight moving by rail? Companies: BRK.A/B, CSX, KSU, NSC, UNP   By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Intermodal is currently taking share from trucking, according to seven of 12 sources representing logistics companies, shippers, rail companies, trucking companies, and […]

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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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May 21 2020 Transportation

Trucking Industry Has Hit Bottom But Faces Long, Choppy Climb Back

Research Question: What will be the key early indicators the trucking industry is on the upswing after the coronavirus shutdown? Companies: AMZN, ARCB, CHRW, CVTI, FDX, HTLD, JBHT, KNX, LSTR, ODFL, SAIA, SNDR, UBER, UPS, USX, XPO, YRCW By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings There are some signs […]

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Apr 06 2020 Services, Transportation

Trucking Industry Headed for Hard Times as Economy Shutters (CHRW, JBHT, LSTR, XPO)

Research Question: What are the immediate and longer-term impacts on the trucking industry from the coronavirus pandemic? Companies: AMZN, ARCB, CHRW, CVTI, FDX, HTLD, JBHT, KNX, LSTR, ODFL, SAIA, SNDR, UBER, UPS, USX, XPO By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings The trucking industry is in for a brutal reckoning […]

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No Coronavirus Surge for Food Delivery; May Pick Up in 1 to 2 Weeks (GRUB, UBER)

Research Question: How is the coronavirus affecting Grubhub and other food delivery businesses? Companies: GRUB, MCD, PZZA, UBER, WEN, YUM By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Food delivery orders have not yet increased in response to the coronavirus pandemic, according to seven of nine restaurant sources. Customers have […]

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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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