Strategy Strategy Byte 60 – Horizon of Uncertainty How carmakers balance exploiting today's business with exploring the future, and what disruption means for customers.
Strategy Strategy Byte 59 – The Crystal Ball - Part 2 How profit pools in the automotive industry are shifting as new trends reshape where carmakers and suppliers make money.
Strategy Strategy Byte 58 – The Crystal Ball - Part 1 A framework for reading where the car industry is heading: current trends, challenges and the disruptions reshaping it.
Strategy Strategy Byte 57 – Efficiency Metrics Asset turnover, inventory turnover and capacity utilisation in the car industry, with OEM efficiency benchmarks.
Strategy Strategy Byte 56 – Automotive Cost & Efficiency Metrics Cost and efficiency metrics for the automotive sector, with the cost-to-income ratio as the benchmark.
Strategy Strategy Byte 55 – Automotive Industry - Market Drivers What drives automotive performance: market characteristics, the value stick, industry structure, competitive intensity and capital investment.
Strategy Strategy Byte 54 – Industry Profitability Is the car industry profitable? EBIT margins across the automotive value chain, industry numbers and a historical view.
Strategy Strategy Byte 53 – Competition & Profitability Linking Porter's Five Forces to industry profitability, and why profitability varies so widely across the automotive value chain.
Strategy Strategy Byte 52 – Automotive Industry - Lay of the Land Sizing the USD 3.4 trillion automotive industry: the core value chain, ancillary segments, segment contribution and market concentration.
Strategy Strategy Byte 51 – Automotive Industry Analysis - Part II A second-level value chain analysis of the automotive industry and the key players at each stage.
Strategy Strategy Byte 50 – Strategy & Finance Fifty posts in: a Chartered Accountant's reflections on strategy, the Playing to Win framework, and a compass from strategy to finance.
Strategy Strategy Byte 49 – Automotive Industry Analysis Starting an automotive industry analysis: how the industry is segmented by vehicle type and a first-level value chain.
Strategy Strategy Byte 48 – Industry Analysis - Why? Why industry analysis is part of strategy: a discussion template, the value chain and what competitors reveal about an industry.
Strategy Strategy Byte 47 – New Entrants Porter's threat of new entrants: regulation, capital requirements, distribution, brand loyalty and economies of scale as barriers.
Strategy Strategy Byte 46 – Porter's Five Forces The mindset for applying Five Forces, then rivalry among competitors, supplier power and buyer power.
Strategy Strategy Byte 45 – Industry Structure - Porter's Five Forces An introduction to Porter's Five Forces through a gourmet burger stall at a food festival.
Strategy Strategy Byte 44 – Industry Analysis - Strategic GPS Industry analysis in two layers: business factors such as structure, competitors and regulation, and financial factors such as unit economics.
Strategy Strategy Byte 43 – Industry Analysis Industry vs sector, how operators and investors use industry analysis, and the layers of analysis that follow.
Strategy Strategy Byte 42 – Case Study Monzo How Monzo built a digital-first bank: customer-focused offerings, a digital focus and managing uncertainty.
Strategy Strategy Byte 41 – Case Study - Nubank How Brazil's banking gaps and economic conditions shaped Nubank's early strategy. A systems view of macro variables in strategy.
Strategy Strategy Byte 40 – Market Equilibrium Where supply meets demand: market equilibrium explained, with the bathtub theorem as an analogy.
Strategy Strategy Byte 39 – More Supply The supply schedule and curve, shifts in supply, and elasticity versus inelasticity of supply.
Strategy Strategy Byte 38 – Supply What supply is, the law of supply and the factors that determine how much suppliers bring to market.
Strategy Strategy Byte 37 – More Demand The law of demand and why demand falls as price rises: the substitution effect and the income effect.
Strategy Strategy Byte 36 – Demand Demand defined: the want, the ability to pay and the plan to buy, and how demand fits into strategy.
