vigil - case studies
TRANSCRIPT
Competitor & Market Profiling
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VIGIL
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Case studies Recent work…
Competitor & Market Profiling
© Vigil
VIGIL
Recent work focusing on our core capabilities
Three samples of recent work for our clients…
1. New Markets and Opportunities – a healthcare services provider wanted to better understand the structure of healthcare systems in 6 countries. It further wanted to assess the issues and trends as well as the market outlook in order to further inform its market expansion strategy. VIGIL helped to identify the most attractive markets for expansion.
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Competitor & Market Profiling
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VIGIL has identified four major healthcare system models
Healthcare
Insurance
Healthcare
Delivery
Model Countries
National health
service
Mostly public
Mostly public
•Almost everyone has public insurance.
•The healthcare delivery system is publicly
owned. Doctors work for the government and
hospitals are owned by the government.
•UK
•Spain
•Sweden
National health
service
Mostly public
Mostly public but
with significant
private sector
•Almost everyone has public insurance.
•Private providers play an important role in
the delivery of healthcare.
•Belgium
•France
Mandated
insurance
Mostly public
Public and
private
•Healthcare insurance is provided by the
state.
•The healthcare delivery system is a mixture
of public and private providers.
•Germany
Entrepreneurial
Mostly private
Mostly private
•Private insurance dominates
•Doctors are mostly in private practice and
hospitals are largely privately owned.
•US
Structure of Healthcare Systems
Competitor & Market Profiling
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Amid the financial crisis private healthcare services providers are
increasing their sales revenues
Largest private healthcare services players worldwide
Company Country Revenues (08- 09)
General Healthcare
Group
UK – private hospital provider For the 6 months ended 31 March 2009, revenue
increased by over 8% to £407 million compared to 2008.
Spire Healthcare UK – private hospital provider In 2008, revenue increased by 6.7% to £588.7 million
compared with 2007.
HCA Inc USA – diverse health care service
company
For the 6 months ended June 2009, revenue increased
by over 5.7% to $14.9 billion.
Générale de Santé France – private hospital group For the second quarter ended June 2009, revenue
increased by 2.8% to €1,053 million.
Capio Sweden – private hospital group In 2008, sales represented SEK 3 billion
USP Spain – leading independent private
hospital operator
In 2008, revenue increased by 12.4% to €308 million.
Helios Healthcare
International
Germany – private hospital provider For the 6 months ended August 2009, revenue
increased by over 12% to €1,164 million compared to
2008.
Recession Impact
Source: Annual and quarterly reports
Competitor & Market Profiling
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• Private healthcare service providers offering
good treatment quality delivered by trained
and licensed medical professionals, will
benefit from the shift from hospitals to home
care.
Home care market opportunities, 2007- 2025
Issues and Trends
The healthcare sector is witnessing a shift from hospitals to home
care
Competitor & Market Profiling
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Innovative pricing and physicians recruitment build Tenet’
Foundation for growth
• In an effort to build the foundation for growth, Tenet is recruiting a significant number of physicians.
The company has recruited 18.4% more physicians since 2007.
• Tenet implements an innovative pricing strategy by exploring “contracting for pay-for-performance”
incentives as well “shared savings” model with payers
Strengths
• Strong market position
• Diverse facilities and services
Weaknesses
• Geographic concentration
• High debt equity
• Lawsuit expenses
Opportunities
• Quality improvement initiatives
• Opening of new hospitals
• Increasing healthcare expenditure
Threats
• Shortage of qualified nurses
• Regulatory compliance
Growth Strategy
Competitor & Market Profiling
© Vigil
VIGIL
Recent work focusing on our core capabilities
Three samples of recent work for our clients…
1. New Markets and Opportunities – a healthcare services provider wanted to better understand the structure of healthcare systems in 6 countries. It further wanted to assess the issues and trends as well as the market outlook in order to further inform its market expansion strategy. VIGIL helped to identify the most attractive markets for expansion.
2. Competitor tracking – a leading coffee manufacturer interested in reinvigorating their product line and benchmark it against competition. It further wanted to assess the strategy and drivers, promotional efforts, segmentation and pricing of its competitor in order to inform its market communication strategy. VIGIL provided a comprehensive profile of the competitor, help analyse and spot new market opportunities.
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Competitor & Market Profiling
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In 2008, Senseo coffee pods brand recorded an impressive 23% growth
achieving sales of $26 millions in North America and $520 millions in
Europe
• Senseo is currently sold in more than ten countries including the US, Australia, Belgium, China, Denmark, France,
Germany, Austria, the Netherlands, and the UK.
• Senseo Europe is part of the International Beverage (IB) business unit of Sara Lee along with other brands such as
Douwe Egberts, Maison du Cafe, Marcilla, Merrild and Pickwick.
– In 2008, IB accounted for 24.1% of Sara Lee revenues.
$ in millions %
Senseo (Europe) 520 16%
Douwe Egberts (Europe) 485 15%
Café Pilao (Brazil) 233 7%
Pickwick / Hornimans (Europe) 162 5%
Maison du Café (France) 150 5%
Moccona (Asia-Pacific, Russia) 128 4%
Merrild (Denmark) 75 2%
Marcilla (Spain) 74 2%
Other 1,388 44%
Total net sales $3,215 100% *Source: 2008 Sara Lee annual report
Market share Market position
Netherlands 43.6% #1
Belgium 37.8% #1
France 56.0% #1
Senseo single serve coffee market share and position
IB Net sales by key brands
Brand level - Senseo
Competitor & Market Profiling
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Senseo adopts a co-branding marketing strategy to promote its
premium position and stay ahead of the competition
• The collaboration team formed by the three companies executed a co-branding strategy and did
not use the two constituent brands (Philips and Sara Lee) to create a third brand (Senseo).
• The team leverages the equity in the DE brand to give credibility to the new composite brand,
Senseo, forming a separate and unique product, thus ensuring single-minded focus.
• The key competitive advantage of the Senseo concept comes partly from the coffee machine and
mainly from coffee pods.
– Low-cost manufacturers from China find it hard to catch up on this alliance because they can
not easily copy Senseo packaging and its coffee pods.
Senseo strategy and drivers
Competitor & Market Profiling
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The Senseo line offers four main segments including the classic,
the city sensations, the Senseo selection and Senseo gourmands
Senseo Segmentation and pricing analysis
The classic
• Senseo mild roast
• Senseo medium roast
• Senseo dark roast
• Senseo extra dark roast
• Senseo decaffeinated
Senseo gourmands
• Senseo breakfast
• Senseo Choco pods
• Senseo Cappuccino
• Senseo Espresso
Senseo Core offering Please note that every product is not offered in every country. Find a description of each
product flavors in the NPD section of this presentation.
The Senseo city
sensations
• Senseo Vienna
• Senseo Paris
• Senseo Sevilla
• Senseo Milan
The Senseo selections
• Senseo Kenya
• Senseo Colombia
• Senseo Brazil
Competitor & Market Profiling
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Sara Lee offers promotional pod packages and develop sweepstake
competitions to stimulate trials of new Senseo varieties
Senseo promotional efforts
Launched in Belgium
in December 2007/24
pack/Colombia blend
Launched in Belgium in October
2006/16 pods + "2-free" at a
promotional offer of €2.14
Promotional coffee pod packages (bigger size) Sweepstakes
This sweepstakes is currently
undergoing in the UK market
Competitor & Market Profiling
© Vigil
VIGIL
Recent work focusing on our core capabilities
Three samples of recent work for our clients…
1. New Markets and Opportunities – a healthcare services provider wanted to better understand the structure of healthcare systems in 6 countries. It further wanted to assess the issues and trends as well as the market outlook in order to further inform its market expansion strategy. VIGIL helped to identify the most attractive markets for expansion.
2. Competitor tracking – a premium coffee manufacturer wanted to reinvigorate their brand and better understand the strategy and drivers behind the success of their competitor’ coffee line . It further wanted to assess the promotional efforts, the segmentation and pricing of its competitor in order to inform its market communication strategy. VIGIL provided a comprehensive profile of the co
3. Dynamic head-to-head rivalry – a leading market research company wanted to refine its strategy against its two main competitors. VIGIL tracked those competitors and provided their identity cards along with a SWOT analysis. Furthermore, and based on the challenges, expected changes in the industry, VIGIL recommended specific tactical and strategic response for its client.
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Competitor & Market Profiling
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X is a key player, with a solid background, and a good health
• The chart below shows X profile:
X Identity Card
Headquarters/
Locations
Group headquarters in the UK and US headquarters in Chicago since
1998. Offices in Chicago, London, Belfast, Shanghai, Tokyo and Sydney
Mission statement “To make our clients more profitable by providing insight and having
impact on their business”
Expertise For more than 35 years: Market research, consumer, product, and media
intelligence
Marketing Formula /
Positioning
Niche player in Consumer vertical / Quality of the Data
Revenues / Growth Over $70 Million / 40 per cent growth over the last 2 years
Employees Approximately 400 employees worldwide
Key personnel
Competitor & Market Profiling
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X is a niche player with emphasis on actionable insights and the quality of
data • The chart below shows Mintel Positioning:
X Positioning
Price •In respect to the ratio information volume/price, X offering price is perceived High
according to some Y sales executives
Place/distribution •Online distribution
Promotion •Daily coverage across all media (Bloomberg News, Wall Street Journal, Financial
Times, and BBC News)
•Partnership with educational establishments
•Participant in events, conferences and trade shows around the world
•Affiliations with trade associations and industry bodies around the globe (British Retail
Consortium, Chartered Institute of Marketing, Institute of Food Technologists, National Association for
the Specialty Food Trade, Food Marketing Institute, Brazilian Packaging Association)
References Used •Nestle, Cadbury Schweppes, Dean Foods, P&G, Kraft Foods
Competitor & Market Profiling
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X diagnostic
Strengths
•Well established presence globally/10 years in the US
•Positioning and image
•Comprehensive offering package in diversified markets
including media
•Solid consulting capabilities
•Products promotion with daily coverage across all media
•Mintel training Academy
Weaknesses
•High pricing in respect to information volume
and price ratio
•The product sales organization: high cost,
geographic and customer duplication
•Non integration of the offering in one platform
Threats
•Missing skills to recognize the difference
between good and poor quality of research by
clients
•Lack of new competitive sources of information
•Does a niche strategy gives room form
exponential growth in the long term?
Opportunities
•Continuous improvement of product offering
•Geographic expansion
•Strengthen consulting department
Competitor & Market Profiling
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DYNAMIC HEAD-TO-HEAD RIVALRY
X Y Z
Where will emphasis be
placed in the future?
•Product offering expansion
•Geographic expansion
•Strengthen consulting department
•Better content, better service, better delivery
•Strengthen consulting division
•Sales force expansion
•Maximize ROI on Passport. Much more than
just an interface
•Strengthen consulting department
•Aggressively penetrate the market
What is the attitude
toward risk?
•Has taken little risk so far •Has taken little risk so far •Has taken little risk so far
Competitive advantages
•Delivers actionable insights
•Quality of data
•Research methodology
•Research methodology
•Data accuracy
•Industry standard
•Client service & delivery solutions
•Best ROI/one stop shop
•Research methodology
•Data Integration in one platform
•Bigger capabilities due to company size
Assumptions about
themselves and the
industry
• Good ability to analyze data and deliver it
using the latest technology has allowed
Mintel to stay one step ahead of its
competitors.
• The market research industry has evolved
rapidly in recent years and there is little doubt
that this trend will continue
• Kept the entrepreneurial family culture of its
early days, despite growing its workforce
•Recognized and trusted brand
•The best client service
•Transparency
•The industry consolidation will continue
• Save $ to its client without sacrificing content
• The market research industry has evolved rapidly
in recent years and there is little doubt that this
trend will continue
• Assume that there is an effort to make on training
What are the clients
drivers?
•Product/features innovation
•Listening of customers
•The easy of accessibility
•Product/features innovation
•Long term partnership
•Listening of customers
•Product/features innovation
Competitor & Market Profiling
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VIGIL
Get in touch to discuss your intelligence requirements
t: +1 312 435 2885
m: +1 224 587 7952
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Olivier Youmsi
Visit our Website: www.yourvigil.com