“INDUSTRY & COMPANY ANALYSIS” |
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Group & Individual —
Objective
- Reinforce the concepts in Chapters 3, 4, 5 by researching & analyzing an actual (real world) Industry and several of its leading companies
- Learn how to compile, analyze and apply data and facts to:
- Explain and illustrate these academic concepts
- Analyze industry & company conditions & circumstances
- Draw conclusions and/or support your conclusions
- Validate your assumptions
- Learn how to present your findings and conclusions effectively
- Generally learn how to research and analysis Industries and Companies for applicability in your careers.
INDUSTRY & COMPANY ASSIGNMENTS
The Industry and associated lead (representative) company are pre-assigned to teams A to F. Each team has the option of selecting an alternate from the list below. Once the industry and lead company is determined, teams should name 4 similar company competitors.
******************** PRESENTATION – 3 *******************
Use Excel spread sheets or Word tables for comparisons for your fact-finding & analysis |
- Industry Analysis – – The industry as defined by the product line of your ‘6’ companies …..
(Pick ‘1’ Lead Company & 4 close competitors)
(Refer to Chapter-3)
- Industry PRODUCTS & BUYERS Profile
- Product/service areas / categories —
- Identify the product categories within your industry. Begin at a high level, and break down to lower-levels.
- Identify the use characteristics for these products and service categories (Show how each category is used and how the uses differ from each other)
- Buyers & Buyer Needs …. For each product category.
- Who are the buyers? (Identify and characterize by either Product Area or Company).
- Identify buyer needs by identifying the Use Characteristics for these product & service categories (Show how each category is used and how the uses differ)
- What are the decision criteria for each products/services category/area ?
- Who and/or what influences the purchase decision (optional) ?
- Dominant Economic Characteristics & Industry Breakdown Analysis
- Market Profile
- Do a market size, growth rate and demand trends
- Describe the nature and scope of competitive rivalry. Optionally describe the supply/demand condition and the production capacity
- Describe the nature and role of innovation and technology change
- Describe the opportunity for production efficiencies and economies of scale
- Describe the positive or negative aspects of the above.
- Market Forces
- Driving Forces. The Major Current happenings, Industry & macro changes, Future trends and Competitiveness that are changing the makeup, structure, or operation of the industry? Explain how?
- Competitive Forces (use Porter’s 5-forces model). Begin by explaining the overall scope of rivalry. If you have supporting data, show it.
- Key Success Factors …. for the industry as a whole (NOT just your company)
- Macro Environment
- Identify and explain factors in the relevant macro environment areas below that will significantly affect your industry and your company in the upcoming 5-10 years. (show a summary chart + you’re a few of your best supporting data examples)
- Economic
- Technological (include the impact of AI, now, 5 yrs, 10 yrs)
- Demographics (population)
- Societal values, Lifestyle, Culture
- Legislative (legal) and Regulatory, Political
- International / Globalization
- Explain the resulting OPPORTUNITIES and/or THREATS. Assess the likelihood and severity of each, i.e., how and how much each will affect your industry.
- Industry Conclusion
- Characterize the Industry Business Climate & Attractiveness … How attractive is the industry ? (provide rationale and supporting data)
- Current health of the industry (profitability & growth)
- Will it become more or less attractive? Why ?
- Industry Trends & Direction – Where do you think the Industry is headed?
- Company Analysis – your selected companies
(Refer to Chapter-4)
- Analyze your selected Company’s:
- Product Line Strength – – Compare your product lines to competitors terms of:
- Market focus.
- Quality & desireability
- Brand recognition (strength comparison).
- Your projection (an intelligent guess) of product line changes over the upcoming 5 to 10 years – Tell Why. The source of these changes can be from macro environment changes, Industry changes, company strategy changes
- Financial Performance – –
- How do your company’s’ financial position compare with its direct competitors.
- Growth, market share , Revenue, profit,
- Key financial ratios (only those important to your analysis)
- Draw conclusions about your company’s competitive health
- In what product areas do you foresee major revenue and cost changes over the next 10 years. Support your conclusion with facts and/or assumptions. Be sure to refer to “a, I, 4” above (product line strength).
- Operational (functions) Evaluation – – Evaluate your company’s operational performance and efficiency in terms of:
- Value Chain – – what parts of the value chain add the most value to your company’s performance? Which have the biggest competitive exposures? Why ?
(Optional)
- Vertical Integration – – where has vertical integration occurred. What has been the benefit?
- Alliances – – where have partner relationships been incorporated?
- Economies of scale – – what production/operational economies of scale exist?
- Management Quality – – how does your company’s management compare with competitors in terms of:
- New innovations / innovativeness
- Management quality
- Compant Conclusions (Show supporting evidence (facts and/or data)
- Strengths & Weaknesses (conclusion) – –
- What are your company’s strengths and core competency?
- What are your companies’ weaknesses?
- Opportunities & Threats [ coordinate this section with the Industry analysis ]
- What opportunities does your company have?
Refer to the Industry Macro Environment Factors |
- What threats does your company face?
- How will these industry changes and directions affect your company?
- This analysis should be deeper than the general Industry analysis – you need to evaluate the company’s specific product/market positioning and strengths/weaknesses related to the opportunities and threats
- Strategy
- What strategy is your company following?
- Is it successful?
- Is it appropriate and sustainable?
- How well positioned is your company to capitalize on the opportunities
- What issues does it face in the future?
- What is your recommendation for the company?
List of supporting documents. For each supporting document, include:
- List in the respective slide notes
- Include the website link (clickable hyperlinks)
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NOTES
- Use text chapters 3, 4, 5 as a reference
- Complete the “Slide Notes” for ALL slides. The notes should include:
- The purpose of the slide
- An explanation of key points that you want to make
- Your conclusions
- Each website hyperlink
- The Presentation should have a very high fact & data content ( ~ 75% to 85%). Use these facts and data to support your points.
- Every chart should have a purpose and a point to make. Don’t just show data without analysis — draw conclusions from your data. Think WHAT, WHY or HOW …for most slides.
- Not all points in the outline are addressable for every industry & company. Do as many as possible and prioritize. Feel free to combine points, as appropriate.
******************** Grading *******************
GRADING
- Each grade will reflect the quality of both your personal analysis and the team:
- The overall presentation
- Individual student performance, including slide notes (see detail below)
- Teamwork & coordination of the individual components
- All grades will be curved. Individual team member grades may vary based on their performance.
Note: Timing — Be sure to use your time most effectively & DO NOT exceed the allocated minutes
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The individual student performance
- Content & Analysis
- Demonstration of Concepts in Chapters 3, 4, 5, by using your research facts & data
- Analysis (content) quality. The quality of the analysis and the supporting data.
- Understanding – – your individual subject matter understanding (the professor may ask questions to evaluate your understanding)
- Presentation Structure / Organization / Clarity. The overall presentation structure and logical flow and the clarity and effectiveness of the slides
- Delivery Effectiveness – Presentation performance (on-your feet)
- Overall clarity of presentation
- Presentation techniques, – Eye contact, voice techniques, Introduction and review of points, transition of topics, etc.
- Resultant audience attention, understanding and appreciation level.
APA
