分析方法-industryanalysis.pptVIP

industryanalysis Agenda Agenda Key Questions Mission and Strategy Why Industry Analysis? Agenda Tools Inter-Industry Profitability Inter-Industry Profitability (Answers) Intra-Industry Profitability Agenda Overview Porter’s Five Forces (1 of 6) Porter’s Five Forces (2 of 6) Porter’s Five Forces (3 of 6) Porter’s Five Forces (4 of 6) Porter’s Five Forces (5 of 6) Porter’s Five Forces (6 of 6) Tobacco Exercise Sample Answer- Tobacco Airline Industry Exercise Sample Answer- Airlines Summary Agenda Overview Profitability Two Viable Strategies (1 of 2) Two Viable Strategies (2 of 2) 4Cs 4Cs - Capabilities Types of Capabilities Agenda Red Book (1 of 3) Red Book (2 of 3) Red Book (3 of 3) Agenda Summary Key Takeaways Key Takeaways - Questions/Tools industryanalysis What capabilities do we have? Which can we build? Critical to execution Potential competitive barriers Right strategy Right capabilities The fourth C - Capabilities - is often neglected. Yet a good strategy is useless without assessing the organization’s ability to implement a strategy. industryanalysis Culture Organization Skills Incentives Systems Capability Capabilities should be assessed along five dimensions. industryanalysis Why do we do industry analysis and how do we do it? What tools are available to analyze industries? assessing industry attractiveness using Porter’s Five Forces achieving competitive advantage using 4Cs analysis creating the “Red Book” Key takeaways industryanalysis Industry analysis is often a starting point for new cases. A “Red Book” is a standard set of industry and company slides created to come up to speed quickly. 100% Sales 0% 20% 40% 60% 80% 100% ROS% CAGR % -- -- -- -- -- -- -- -- By Division/ Product/ Region Owner 1 Owner 2 Company Mic Mic Mic Mic Mic CEO CFO VP VP VP _____ _____ _____ _____ _____ _____ _____ _____ ROS % -------- ------- ------- Industry Profit Pool industryanalysis Market Overview Sales XXMM 100% Industry Historic and Future