Blue Bird Corp
e3ebb7fda15241ad93bbc127c46fd675
PRODUCTION_VERIFIED schema v3.0.0 Inferred last heartbeat: 2026-07-27T13:23:17.433881+00:00

Business Model Classification Tokens

contract_cycle_length
null
Inferred
Pending — BM Dev Shop classification run
enterprise_sales_motion
null
Inferred
Pending — BM Dev Shop classification run
procurement_complexity
null
Inferred
Pending — BM Dev Shop classification run
vendor_lock_coefficient
null
Inferred
Pending — BM Dev Shop classification run
bundle_discount_depth
null
Inferred
Pending — BM Dev Shop classification run
cross_sell_attach_rate
null
Inferred
Pending — BM Dev Shop classification run
bundle_churn_vs_single_churn
null
Inferred
Pending — BM Dev Shop classification run
bundle_margin_blended
null
Inferred
Pending — BM Dev Shop classification run
upsell_pathway_architecture
null
Inferred
Pending — BM Dev Shop classification run

Business Model Archetype Classification

University of St. Gallen — 55 Business Model Navigator (Gassmann et al.)

SG-024 Lock-in WHO High
Direct: vendor_lock_dependency_score=Yes; Roush Clean Energy and Ford Motor (chassis supply) each represent critical non-substitutable inputs; chassis dependency exceeds 30% of input cost. Corroborated: network_effect_present=Absent; no network effects in school bus manufacturing; EV charging infrastructure could create mild ecosystem lock-in but not true network effects
SG-006
Cash Machine
VALUE High
SG-016
Franchise
HOW High
SG-053
Two-sided Market
HOW High
SG-039
Public Private Partnership
HOW High
SG-036
Product to Capability
WHAT High
SG-049
Subscription
VALUE High

Hybrid Combination

Lock-in (SG-024) WHO provides the core structure, combined with Cash Machine (SG-006) + Franchise (SG-016) + Two-sided Market (SG-053) to form the complete business model fingerprint.

55 Archetypes Evaluated High: 7 Medium: 23 Registry: schemas/sg55_archetype_registry.yaml

Knowledge Graph — All Sections

debt_leverage_profile
0.02x Total Debt / Equity (Conservative)
High
SEC-XBRL
interest_rate_sensitivity
Moderate
Medium
SEC-10K 0001589526-25-000100
geopolitical_supply_exposure
Medium intensity; China's 2025 export-licensing regime on rare-earth magnets and battery-grade graphite is the live chokepoint for auto and EV production, compounded by US Section 232 tariff expansion on steel, aluminum, and copper that repriced the sector's core metal inputs in 2025-2026.
Medium
GICS-commodity-overlay-v2
supply_chain_dependency
High
Medium
SEC-10K 0001589526-25-000100
international_expansion_readiness
Low
Medium
SEC-10K 0001589526-25-000100
geographic_footprint
domestic
Medium
SEC-10K 0001589526-25-000100
commodity_exposure_profile
Medium intensity; commodities: steel, aluminum, petrochemical resins/plastics, copper, lithium and battery-grade materials (nickel, graphite), lumber, cotton; geopolitical: China's 2025 export-licensing regime on rare-earth magnets and battery-grade graphite is the live chokepoint for auto and EV production, compounded by US Section 232 tariff expansion on steel, aluminum, and copper that repriced the sector's core metal inputs in 2025-2026.
Medium
GICS-commodity-overlay-v2
vendor_lock_dependency_score
High
Medium
SEC-10K 0001589526-25-000100
business_model_type_primary
manufacturer
Medium
SEC-10K 0001589526-25-000100
business_model_type_secondary
parts distributor
Medium
SEC-10K 0001589526-25-000100
switching_cost_profile
High
Medium
SEC-10K 0001589526-25-000100
howey_test_risk_index
Low
Medium
SEC-10K 0001589526-25-000100
regulatory_burden_tier
Medium
Medium
GICS-regulatory-overlay-v1
data_sovereignty_risk
Low
Medium
SEC-10K 0001589526-25-000100
antitrust_exposure_flag
No
Medium
SEC-10K 0001589526-25-000100
regulatory_exposure_profile
Medium burden; regimes: FTC, CPSC, NLRB, CFPB, GDPR, SEC; Evolving consumer protection and data-privacy rules squeeze retail margins.
Medium
GICS-regulatory-overlay-v1
revenue_model_type
product sales
Medium
SEC-10K 0001589526-25-000100
monetization_vector
unit sales
Medium
SEC-10K 0001589526-25-000100
pricing_architecture
negotiated
Medium
SEC-10K 0001589526-25-000100
pricing_power_rating
Moderate
Medium
SEC-10K 0001589526-25-000100
target_gross_margin_bracket
20.5% Gross Margin (Moderate (20-40%))
High
SEC-XBRL
churn_vulnerability_index
Moderate
Medium
SEC-10K 0001589526-25-000100
headcount_cost_structure
Linear
Medium
SEC-10K 0001589526-25-000100
marginal_cost_of_growth
Sublinear
Medium
SEC-10K 0001589526-25-000100
franchise_compliance_risk
N-A
Medium
SEC-10K 0001589526-25-000100
customer_acquisition_metric
dealer network; direct sales
Medium
SEC-10K 0001589526-25-000100
network_effect_present
No
Medium
SEC-10K 0001589526-25-000100
asset_efficiency_ratio
AI displacement risk low for core manufacturing; modest AI gains in route optimization software and predictive maintenance could improve service margins 3-5%
Inferred
Agent_Inference
recession_resistance_tier
Defensive
Medium
SEC-10K 0001589526-25-000100
customer_segment_primary
government / institutional
Medium
SEC-10K 0001589526-25-000100
customer_segment_secondary
dealer network / service centers
Medium
SEC-10K 0001589526-25-000100
characteristic_occupations
["11-0000 Management Occupations", "13-0000 Business and Financial Operations Occupations", "15-0000 Computer and Mathematical Occupations", "23-0000 Legal Occupations", "25-0000 Educational Instruction and Library Occupations", "27-0000 Arts, Design, Entertainment, Sports, and Media Occupations", "35-0000 Food Preparation and Serving Related Occupations", "39-0000 Personal Care and Service Occupations", "41-0000 Sales and Related Occupations", "43-0000 Office and Administrative Support Occupations", "49-0000 Installation, Maintenance, and Repair Occupations", "51-0000 Production Occupations", "53-0000 Transportation and Material Moving Occupations"]
High
SOC-2018/GICS-overlay
agent_automatable_labor_share
0.22 (HIL — ~22% of characteristic roles agent-automatable)
Medium
SOC-2018 + agentic-exposure-v2
capital_expenditure_profile
Capital being reallocated toward EV production lines and battery integration; legacy propane/diesel lines maintained—dual-track capex creating near-term margin pressure
Inferred
Agent_Inference
sec_cik
0001589526
High
SEC-EDGAR
ticker
BLBD
High
SEC-EDGAR
Filings_Dog_Scope
antitrust_exposure_flag,business_model_type_primary,business_model_type_secondary,churn_vulnerability_index,customer_acquisition_metric,customer_segment_primary,customer_segment_secondary,data_sovereignty_risk,franchise_compliance_risk,geographic_footprint,geopolitical_supply_exposure,headcount_cost_structure,howey_test_risk_index,interest_rate_sensitivity,international_expansion_readiness,marginal_cost_of_growth,monetization_vector,network_effect_present,pricing_architecture,pricing_power_rating,recession_resistance_tier,regulatory_burden_tier,revenue_model_type,supply_chain_dependency,switching_cost_profile,vendor_lock_dependency_score
High
SEC-10K 0001589526-25-000100

Business Model Components

Core Space

> *Pending Turn 2 — Business Model Type Agent population.*

Interaction Modes

> *Pending Turn 2 — Business Model Type Agent population.*

Product Matrix

> *Pending Turn 2 — Business Model Type Agent population.*

Historical Evolution Log

Live Operational Signals

Signal DateSignal TypeSummary
Source

Evaluation Gate — Persona Stress Tests

SKILL_BUFFETT_VAL_03PASS2026-07-27no unmet atoms among this persona's authored questions
SKILL_LEGAL_SEC_01PASS2026-07-27no unmet atoms among this persona's authored questions
SKILL_SHORT_BEAR_01PASS2026-07-27no unmet atoms among this persona's authored questions
SKILL_MACRO_STRAT_01PASS2026-07-27no unmet atoms among this persona's authored questions
SKILL_OPS_PARTNER_01PASS2026-07-27no unmet atoms among this persona's authored questions

Live Status

No Live Status block found.