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2020/5/31,Xueliu,GSM,PKU,1,北京大学光华管理学院刘学,竞争对手行为分析,2020/5/31,Xueliu,GSM,PKU,2,Whoareyourrivals?,Acompetitivearenamaybeasbroadasanindustryorasnarrowasproductmarket.Usually,thetacticaldecisionneedsnarrowdefinitionofcompetitivearena,butstrategicdecisionneedsbroaderone.Thearenadefinitionisdeterminedbychoiceamongfourdimensionsthearrayofproductorservicecategories(singleproductversusbroadcategory);theclass/segmentsofcustomers(singleormultiplesegments);geographicscope(singleregionorcountryversusglobal);numberofactivitiesinthevaluechain(manyversusfew),2020/5/31,Xueliu,GSM,PKU,3,Identifyingarenas,Oneofthekeywaysacompetitivearenaistoexaminethepatternsofsubstitution:supply-sideanddemand-sideperspective.Substitutionfromthedemandside:customer-definedarenas:cross-elasticitiesbrand-switchingdata.Judgmentaldata:customerjudgmentsofsubstitutabilitycanbeobtainedbyaskingasampleofcustomerstoindicatethedegreeofsubstitutabilitybetweenallofpossiblepairsofproductsorbrandsonratingscale.,2020/5/31,Xueliu,GSM,PKU,4,Productindustryhierarchy,2020/5/31,Xueliu,GSM,PKU,5,Competitiveadvantagecycle,PerformanceRewardsSatisfactionprofitsLoyaltyshare,Investmentinrenewal,Sourceofadvantagesuperiorassetssuperiorcapacities,CompetitivedynamicsErodeadvantages,Positionaladvantagesrealizedsuperiorcustomervalue,Keysourcefactors,Barrierstoimitation,2020/5/31,Xueliu,GSM,PKU,6,Mapofwomensclothingretailers,Womenswearvalueformoney,Womenswearfashionability,2020/5/31,Xueliu,GSM,PKU,7,Substitutionfromsupplyside,Whichrivalsareservingrelatedproductclasswiththesametechnology,manufacturingprocesses,materialresources,salesforce,anddistributionchannels?Whatisthegeographicscopeofthemarket?itisregionalorglobal?Whichcompetitorsshouldbeincluded-onlythosepresentlyservingthemarketorpotentialentrantswithcapacitytocompete?,2020/5/31,Xueliu,GSM,PKU,8,WhatStrategicMovesAreRivalsLikelytoMakeNext?,AfirmsownbeststrategicmovesareaffectedbyCurrentstrategiesofcompetitorsActionscompetitorsarelikelytotakenextProfilingkeyrivalsinvolvesstudyingCurrentpositioninindustryStrategicobjectivesBasiccompetitiveapproaches,2020/5/31,Xueliu,GSM,PKU,9,CompetitorAnalysis,SuccessfulstrategiststakegreatpainsinscoutingcompetitorsUnderstandingtheirstrategiesWatchingtheiractionsEvaluatingtheirvulnerabilitytodrivingforcesandcompetitivepressuresSizinguptheirresourcestrengthsandweaknessesandtheircapabilitiesTryingtoanticipaterivalsnextmoves,2020/5/31,Xueliu,GSM,PKU,10,PredictingMovesofRivals,PredictingrivalsnextmovesinvolvesAnalyzingtheircurrentcompetitivepositionsExaminingpublicpronouncementsaboutwhatitwilltaketobesuccessfulinindustryGatheringinformationfromgrapevineaboutcurrentactivitiesandpotentialchangesStudyingpastactionsandleadershipDeterminingwhohasflexibilitytomakemajorstrategicchangesandwhoislockedintopursuingsamebasicstrategy,2020/5/31,Xueliu,GSM,PKU,11,竞争对手行为推断架构,信息或知识,动机,可能的行动空间,资源感知,环境假设,行动,行动的可能性,2020/5/31,Xueliu,GSM,PKU,12,竞争对手分析,目标,假设,现行战略,潜在能力,反应,目标是什么目标忠实度现实与目标的差距,自身、对手行业趋势,主动行动?对我们战略的反应,2020/5/31,Xueliu,GSM,PKU,13,竞争对手的潜在能力,快速反应的能力:适应变化能力:外部注意力及判断;资源-现金储备、借贷能力、尚未推出的新产品持久竞争能力:资金储备、技术、管理层的一致性增长潜力:人力资源、资本、

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