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the external environment opportunities, threats, industry competition, and competitor analysis

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Chapter 2 The External Environment: Opportunities, Threats, Industry Competition, and Competitor Analysis Michael A.. Bargaining Power of SuppliersSuppliers exert power in the indust

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Chapter 2

The External Environment:

Opportunities, Threats, Industry

Competition, and Competitor

Analysis

Michael A Hitt

R Duane Ireland Robert E Hoskisson

©2000 South-Western College Publishing

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The Strategic Management

Process

The Strategic Management

Process

Chapter 3

Internal Environment

Chapter 2

External Environment

Chapter 6

Corporate-Level Strategy

Chapter 8

International Strategy

Chapter 9

Cooperative Strategies

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Industry Environment

Components of the General Environment

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Components of the General Environment

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External Environmental Analysis

The external environmental analysis process should be conducted on a continuous basis This process includes four activities:

Detecting meaning through ongoing observations

of environmental changes and trends

Developing projections of anticipated outcomes based on monitored changes and trends

Determining the timing and importance of

Determining the timing and importance of

environmental changes and trends for firms' strategies and their management

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Top 10 U.S States Moving Toward Digital Economy

States in the top 10 of

those that are trying to

transform themselves to

the realities and needs of

a digital economy may

experience an influx of

high-tech companies and

skilled workers as well as

increases in tax revenues

External Environmental Analysis

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Threat of New Entrants

Threat of New Entrants

Porter’s Five Forces

Model of Competition

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Threat of New Entrants

Access to Distribution Channels Cost Disadvantages Independent

of Scale

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Threat of New Entrants

Porter’s Five Forces Model of Competition

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Bargaining Power of Suppliers

Suppliers exert power

in the industry by:

Suppliers are likely to be powerful if:

Supplier industry is dominated by a few firms

Suppliers’ products have few substitutes

Buyer is not an important customer to supplier

Suppliers’ product is an important input to buyers’ product

Suppliers’ products are differentiatedSuppliers’ products have high

switching costsSupplier poses credible threat of forward integration

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Bargaining Power of Buyers

Threat of New Entrants

Threat of New Entrants

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Bargaining Power of Buyers

Buyers compete with the supplying

industry by:

* Bargaining down prices

* Forcing higher quality

* Playing firms off of

each other

Buyer groups are likely to be powerful if:

Buyers are concentrated or purchases

are large relative to seller’s sales

Purchase accounts for a significant

fraction of supplier’s sales

Products are undifferentiated

Buyers face few switching costs

Buyers’ industry earns low profits

Buyer presents a credible threat of

backward integration

Product unimportant to quality

Buyer has full information

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Threat of Substitute Products

Threat of New Entrants

Threat of New Entrants

Bargaining Power of Buyers

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Threat of Substitute Products

Keys to evaluate substitute products:

Products with improving price/performance tradeoffs relative to present industry products

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Threat of Substitute Products

Threat of New Entrants

Threat of New Entrants

Rivalry Among Competing Firms

in Industry

Bargaining Power of Buyers

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Rivalry Among Existing Competitors

Intense rivalry often plays out in the following ways:

Jockeying for strategic position

Using price competition

Staging advertising battles

Making new product introductions

Increasing consumer warranties or service

Occurs when a firm is pressured or sees an opportunity

Price competition often leaves the entire industry worse off

Advertising battles may increase total industry demand, but

may be costly to smaller competitors

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Rivalry Among Existing Competitors

Numerous or equally balanced competitors

Slow growth industry

High fixed costs

Lack of differentiation or switching costs

High storage costs

Capacity added in large increments

High strategic stakes

High exit barriers

Diverse competitors

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High exit barriers are economic, strategic and

emotional factors which cause companies to remain

in an industry even when future profitability is

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Effects of Entry Barriers and Exit

Barriers on Industry Profits

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Low, Stable Returns

Effects of Entry Barriers and Exit

Barriers on Industry Profits

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High, Stable Returns

Low, Stable Returns

Effects of Entry Barriers and Exit

Barriers on Industry Profits

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Low, Risky Returns

Low, Stable Returns

High, Stable Returns

Effects of Entry Barriers and Exit

Barriers on Industry Profits

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High, Risky Returns

Low, Stable Returns

High, Stable Returns

Low, Risky Returns

Effects of Entry Barriers and Exit

Barriers on Industry Profits

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Competitor Analysis

The follow-up to Industry Analysis is

effective analysis of a firm’s Competitors

Competitive Environment

Industry Environment

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Competitor Analysis

Assumptions

What assumptions do our

competitors hold about the future

of industry and themselves?

Current Strategy

Does our current strategy support

changes in the competitive

Where do we have a competitive

advantage?

How will this change our relationship with our competition?

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Future Objectives

How do our goals

compare to our

competitors’ goals?

Where will emphasis be

placed in the future?

What is the attitude

toward risk?

What Drives the competitor?

Competitor Analysis

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What is the competitor doing?

What can the competitor do?

Future Objectives

How do our goals

compare to our

competitors’ goals?

Where will emphasis be

placed in the future?

What is the attitude

Competitor Analysis

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What does the competitor believe about itself and the industry?

Future Objectives

How do our goals

compare to our

competitors’ goals?

Where will emphasis be

placed in the future?

What is the attitude

Do we assume the future will be volatile?

Are we assuming stable competitive conditions?

What assumptions do our competitors hold about the industry and themselves?

Assumptions

Competitor Analysis

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Where will emphasis be

placed in the future?

What is the attitude

Do we assume the future will be volatile?

Are we operating under

a status quo?

What assumptions do our competitors hold about the industry and themselves?

Assumptions

What are my competitors’

strengths and weaknesses?

How do our capabilities compare to our

competitors?

Capabilities Competitor Analysis

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Future Objectives

How do our goals

compare to our

competitors’ goals?

Where will emphasis be

placed in the future?

What is the attitude

Do we assume the future will be volatile?

Are we operating under

a status quo?

What assumptions do our competitors hold about the industry and themselves?

Capabilities

What are my competitors’

strengths and weaknesses?

How do our capabilities compare to our

competitors?

Competitor Analysis

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