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Volume 1
The CURRENT ANALYSIS is designed to provide the normal type of financial data
plus additional financial & operating data.
The Products & Markets most critical to
the Target Company in
the Medium and Long Term.
BASIC COMPANY DATA
FINANCIAL DATA: 90 pages of Financial + Accounts Data.
OPERATIONAL DATA: Operating Finances, Margins + Costs.
THE
MARKET: The Total Market by Country, by State or Region, by Year 1997 to
Current year.
MARKET CONSUMPTION: 90-100 pages of Market Consumption & Market Trend
figures are given by EACH COUNTRY, STATE, REGION by EACH INDUSTRY, PRODUCT Group and/or
MARKET Sector by YEAR to Current year. PRODUCT PROFILES: Product Profiles for Each product by
country by year to Current year.
Market coverage is designed to encompass not only the existing markets for the
Company products, but also areas of market expansion, product segmentation, parallel
markets, et al. By the same token the data excludes those market areas or sectors which
are unavailable to the Company for whatever technical or commercial reasons.
PRODUCT MARKETING: Sales & Selling; Distribution + Handling;
Advertising; After-Sales; Marketing
MARKETING: Sales & Selling Costs; Distribution + Handling Costs;
Advertising Costs; After-Sales Costs; Total Marketing Costs.
CUSTOMERS + SUPPLIERS + INDUSTRY by Regions, Cities & Towns.
PRODUCT INDUSTRIES: New Technology, Production, Process Investments; P&E
in Use; P&E Investments.
PRODUCT INDUSTRY FINANCES: Profits/ Total Assets; Profit/ Sales; Sales/
Total Assets; Profit/ Capital Employed; Sales/ Employee; Capital Employed/ Employee;
Profit/ Employee; Remuneration/ Employee; Sales/ Payroll; Sales/ Stock; Current Ratio;
Credit periods.
INDUSTRY: Technology + Process Investments; P & E in Use + Investments.
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Volume 2
The TACTICAL ANALYSIS undertakes an appraisal of
the Target Company which is used to evaluate and forecast short term tactical issues &
factors; plus highly detailed forecasts on the Company's sales, financial, operational
& marketing performance during the next 7-14 years.
A DETAILED FORECAST: Turnover, Profitability, Productivity, Market Shares,
Awareness + Perceptions, Rating, Sales, Advertising, Products, Competence, Quality,
Pricing, Competitors, Performance, Superiority, Service, Customer Base, Costs, Margin,
Distribution.
FINANCIAL FORECAST: 90 pages of
Financial + Accounts Data.
OPERATIONAL FORECAST: Operating
Finances, Margins + Costs.
THE INDUSTRY Figures given by EACH
COUNTRY, STATE, REGION by YEAR. Structure: Concentration: Immediate Customer Base Profile:
Employment: Cost Structure: Inventory Structure: Capital Expenditure Structure: Industry
Finances.
MARKETING FORECASTS: Marketing +
Competitive Forecast & Analysis.
SHORT TERM STRATEGY + TACTICS: Product
Markets, Product Conclusions, Product & Market Price, Segmentation, Quality,
Availability, Performance Variances, Technological & Technical Factors, Service,
Product Fragmentation, Distribution, Customer Factors, Psychographics, Market Stretching,
Merchandising, Pricing, Selling, Marketing Back-up, Market-places, Customer Base,
Distribution, Market Routes, Distribution Logistics, Control Systems, Distribution,
Handling Costs, Advertising + Sales Promotion, End User Targets, End User Factors, End
User Sectors, Joint Ventures, Short Term Investment.
COMPETITIVE ANALYSIS: The comparison
of the Strengths and Weaknesses of the Company and its major competitors in the Trade
Cell. The forecasted performance of the Company is a function of the Company's strengths
and weaknesses in relation to that of its Competitors.
TACTICAL ANALYSIS: The tactical
analysis is designed to review, analyze and isolate certain critical tactical questions
which indicate the short term prospects for the Company.
SHORT TERM TACTICAL ISSUES: An
analysis of the Company's short term tactical issues and relative performance in the
Market-Place.
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Volume 3
The STRATEGIC ANALYSIS is intended
to give an extremely far reaching strategic analysis of the Company; thereby explore
the medium and long term problems and opportunities for the Target Company.
This provides a
vital input to Corporate Planning and Development.
MEDIUM + LONG TERM STRATEGIC CONSIDERATIONS: Long Term Market & Product Forecast, Consumption
Forecast, Long Range Forecast for Products, Product Growth, Factors for Profitability.
MARKET ENVIRONMENT: Growth, Structure,
Service, Customers.
THE PRODUCT: Life Cycles, Market
Share, Product Quality, Product range, Profitability, Pricing, Service Quality, New
Products.
COMPETITION: Market Share,
Profitability, Competition, Market.
THE INDUSTRY: Industry Growth, Costs,
Capacity, Productivity, Labor, Unionization, Capital Structure, Investment, Margins,
Integration, Marketing costs, Process, Distribution, Market Penetration.
MEDIUM + LONG TERM STRATEGIES: Build,
Hold or Harvest
MEDIUM + LONG TERM CHECKLIST: Profitability,
Productivity, Market Shares, Customers, Sales Promotion, Product Availability, Competence,
Products, Quality, Pricing, Competitors, Performance, Service, Customer Base, Costs &
Margins, Distribution Channels, Forecast of Financial + Operating Data.
MEDIUM + LONG TERM CHECKLIST is a working
plan or document for the critical factors which influence the Company in strategic terms.
The data is given as a matrix by Subsidiary, Division, Unit or Market sector.
CRITICAL LONG RANGE FORECASTS - Long
Term Market & Product Forecast - Overall Market Forecast for the Industry -
Long Range Country / Trade Cell Forecasts - Long Term Product Growth
THE LONG-TERM MARKETS The Market
section consists of a LONG-TERM MARKET CONSUMPTION forecast giving data for each year to
2028 & 2045. Market Consumption & Market Trend figures are given:- by each
Country/ State / Region by each Product Group and/or MARKET by YEAR to 2028
& 2045
LONG-TERM PRODUCT PROFILES Figures are
given by each Country / State or Region by each Product and by Year (to 2028
& 2045).
Market data for each Product or Market Sector in a matrix for all the countries or states
in the Long-Term.
LONG-RANGE PRODUCT SUMMARY Figures are
given by EACH Country / State or Region by each Product. The PRODUCT SUMMARY will give a
forecast for each Product or Market Sector in the Long-Term.
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Volume 4
The IMAGE + SURVEY ANALYSIS gives a tabular &
graphic analysis of the prevalent image of the Target Company in terms of customers, distribution
channels & competitors. Overall National Surveys are provided as a point of
comparison.
IMAGE + CUSTOMER SURVEYS: The Company can greatly benefit from knowing what
their customers think and how the company might improve products or services.
PERFORMANCE: Credibility, Customer
Confidence, Reputation, Staff Efficiency & Performance, Integrity, Truth + Honesty,
Written + Verbal Communications, Customer service - Handling - Complaints - Problems,
Comprehension + Awareness of Product, Customer Response + Information, Promotion,
Advertising, Documentation, Contracts. Current & Forecast Data.
STATUS, STANDING, COMPETITIVENESS: Operations,
Manpower, Costs, Margins, Products, Managers, Corporate, Distribution, Customers,
Marketing, Competition, Reputation, Promotion, Competence. Current & Forecast Data.
THE SURVEYS Over 600 vital questions
answered in these surveys. Analysis isolates the person behind the purchase decisions (at
various levels) and analyses the situation before, during and after the purchase.
END USERS + CONSUMERS: Figures by EACH
Country, Company, Division by each CONSUMER Question.
BUYERS: Figures for Buyers by EACH Country, Company, Division by
each BUYER Question.
CONSUMER OR BUYER LEVEL: The Buyer Profile is a matrix by YEAR & by AGE Group
(7 ranges) by Social Class (6 ranges) by Geographic Location. Current & Forecast Data.
DISTRIBUTION CHANNELS: for EACH Country, Company, Division by each DISTRIBUTION
Question.
INDUSTRY PERFORMANCE: Analyses of a
large number of questions on the specific Performance of the Companies within the
Industry.
NATIONAL SURVEYS: National Surveys are
given to enable one to compare and evaluate the Company's survey results with the National
averages and norms. National Surveys can also be regarded as being the Competitive
averages for each National market - thus one can see the relative performance of the
Company in the market-place. In competitive markets, Image and Customer Surveys on the
competitors isolate and identify problem areas for the competitors and thereby identify
opportunities for the Company. National Surveys cover all the topics mentioned above for
the Company Image Surveys.
COMPANY SURVEYS The information
in this section is based on the results of surveys and similar research amongst the
Customers, Branch Networks & Distribution Channels, Buyers and Suppliers of the
Company. The data is given relative to the Subsidiary, Division, Unit or Market sectors.
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