Glossary: M06 — Industry and Competitive Analysis

TermDefinition
Barrier to EntryObstacles that make it difficult for new firms to enter an industry (capital, regulation, brand)
Bargaining Power of BuyersThe ability of customers to pressure companies to lower prices or improve quality
Bargaining Power of SuppliersThe ability of suppliers to raise input prices or reduce quality
Bottom-Up AnalysisStarting analysis from individual companies and aggregating to the industry level
Buyer ConcentrationThe degree to which a few large buyers account for a significant share of purchases
Competitive AdvantageA condition that allows a company to produce goods or services more effectively than rivals
Cyclical IndustryAn industry whose revenues and earnings are highly sensitive to the business cycle
Decline StageThe final industry life cycle stage characterized by shrinking demand and falling revenue
Defensive (Non-Cyclical) IndustryAn industry relatively unaffected by business cycle fluctuations
Economies of ScaleCost advantages gained by increased production volume, spreading fixed costs
Embryonic StageThe earliest industry life cycle stage with slow growth, few participants, and high uncertainty
GICSGlobal Industry Classification Standard; a widely used classification system by MSCI and S&P
Growth StageThe industry life cycle stage with rapid revenue growth and increasing competition
ICBIndustry Classification Benchmark; a classification system by FTSE Russell
Industry ConcentrationThe degree to which a small number of firms dominate an industry’s total output
Industry Life CycleThe stages an industry passes through: embryonic, growth, shakeout, mature, decline
Mature StageThe industry life cycle stage with slow, stable growth and high barriers to entry
OligopolyA market structure dominated by a few large firms with significant pricing power
Porter’s Five ForcesA framework analyzing five competitive forces that shape industry profitability
Rivalry Among Existing CompetitorsThe intensity of competition among firms currently in the industry
Shakeout StageThe industry life cycle stage where growth slows, competition intensifies, and weaker firms exit
Substitute ProductA product from another industry that can serve the same function for consumers
Switching CostThe cost a customer incurs to change from one product or supplier to another
Threat of New EntrantsThe risk that new competitors will enter the industry and erode profitability
Threat of SubstitutesThe risk that alternative products will reduce demand for the industry’s products
Top-Down AnalysisStarting analysis from the macro economy, narrowing to industry, then company

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