What business is Amazon in?

Posted by Julian Price on Aug 3, 2015 2:14:00 PM

Amazon's news that it has signed the ex-Top Gear team to bring the world 'Top Gear 2.0' (The BBC owns the original name) is an inspired move for a company that, let's not forget, began by selling books. For those not familiar with the programme and franchise, Top Gear is acknowledged as being the most popular factual television programme in the world, with an annual audience of 350 million.

Amazon has spent a reputed £160 million on the venture. It might seem a lot, but reference the fact that Top Gear was the BBC’s biggest franchise - worth in excess of £50 million a year.

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Topics: Competitive Intelligence, Consumer Goods, Brand Insights, Market Analysis, Scenario Analysis, Technology/Telecomm, Merger and Acquisition

Knowing when to reject advice and why

Posted by Leonard Fuld on Jul 1, 2015 9:40:00 AM

An interview and discussion with Michel Darnaud, former President of Boston Scientific

During 2003-2004, the President of Boston Scientific Europe, Michel Darnaud, faced a critical decision: How to successfully roll out a new clot-resistant stent in the European marketplace against a gargantuan competitor with a product already in place. That competitor was Johnson & Johnson.

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Topics: Competitive Intelligence, Consumer Goods, Product Roadmap, Brand Insights, Innovation, Market Analysis, Healthcare, Life Sciences, Product Positioning

Healthcare Delivery is Becoming More Decentralized: An Opportunity for Insurers?

Posted by Jacob Golbitz on Jun 23, 2015 2:00:00 PM

As part of CVS’s acquisition of Target’s 1,660 pharmacies, CVS announced it will rebrand Target’s nearly 80 in-store clinics as MinuteClinic and open up 20 new clinics within Target stores over the next 3 years – all this as part of the company’s plan to operate 1,500 clinics by 2017.

Earlier in June CVS announced it had become an in-network provider with Molina Healthcare of Ohio, a health care insurance plan operating in Ohio with 340,000 members. This makes sense for Molina, as the MinuteClinics lower cost will lower Molina’s costs, and members benefit as well with increased convenience and accessibility.

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Topics: Consumer Goods, Brand Insights, Market Analysis, Pharma, Healthcare, Life Sciences, Merger and Acquisition

Amazon's Entry Into Private Label Foods Has Broad Impact

Posted by Fuld + Company on Jun 4, 2015 4:00:00 PM

Commentary from Fuld + Company analysts, project managers and executives.

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Topics: Consumer Goods, Brand Insights, Market Analysis

Not Your Dad's Private Label

Posted by Martha Culver on May 20, 2015 12:00:00 PM

Source: Repo Man

Quirky indie movie Repo Man is known, among other things, for featuring generic food displays with products labeled “Drink,” “Yellow Sliced Peaches,” and “Popcorn.” When the movie premiered in 1984, most people saw private label as a cheap, low-quality substitute for brand name products.

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Topics: Consumer Goods, Brand Insights, Product Positioning

Dashing Through the Value Chain

Posted by Ken Sawka on May 4, 2015 12:48:00 PM

Amazon last month announced Dash – small push-button devices that uses the Amazon app on your smartphone to connect to your home wifi network and enable push-button ordering of 248 different popular products used throughout the home – laundry detergent, diapers, dog food, and granola bars, to name a few. Amazon markets this to its Prime customers as the ultimate consumer convenience. No more last minute runs to the store to re-stock toilet paper. Just push a button and, um, go about what you were doing.

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Topics: Consumer Goods, Value Chain Analysis, Innovation, Technology/Telecomm

Kraft/Heinz merger changes the food value chain competitive landscape

Posted by Fuld + Company on Mar 26, 2015 3:21:00 PM

Commentary from Fuld + Company analysts.

Packaged food industry giants Kraft and Heinz recently announced that they were merging to form Kraft Heinz Co, with global revenue of about $28 billion dollars, as reported by the Wall Street Journal. This will have a major impact on the industry. We pulled together a group of Fuld + Company analysts to get their take on some of the competitive implications.

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Topics: Competitive Intelligence, Consumer Goods, Industry Convergence

Building Better Barriers

Posted by Ken Sawka on Feb 2, 2015 9:30:00 AM

I hopped into a Boston cab a couple of months ago and was greeted with a sticker facing me from the Plexiglas panel that separates passenger from driver. The sticker called on regulators to clamp down on the now ubiquitous Uber and Lyft drivers that ply the streets of our fair city and implored customers to eschew such services in favor of medallioned, and regulated, taxis.

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Topics: Competitive Intelligence, Consumer Goods, Industry Convergence

Can you dominate in 2014?

Posted by Leonard Fuld on Jan 2, 2014 10:00:00 AM

Now that is a loaded question! Dominate? No corporate counsel in his or her right mind would use that word in any correspondence concerning the company. Dominate is a word that can trigger anti-trust inquiries. Is that really how you want your company to begin 2014 with an anti-trust investigation by the American Department of Justice? I don't think so.

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Topics: Competitive Intelligence, Consumer Goods, Product Roadmap, Win/Loss/Bid Support, Financial Services

Black Friday and Crossing the Risk Threshold

Posted by Leonard Fuld on Nov 27, 2013 4:00:00 PM

Even as a little kid, I remember my father anxiously looking toward Black Friday (the day after America’s Thanksgiving holiday) and onto the end of the holiday season as the time his store made a large chunk of its profits for the year. Looking at my father, I saw someone who worried about this make-it-or-break-it time each November and December. A similar kind of threshold exists for those pursuing competitive knowledge but instead of a profit line it’s a risk line, the point after which you feel you have enough information to feel comfortable with your particular strategic or tactical decision. Maybe if he had Excel back then and could easily do a year-to-year comparison that exercise might have eased the worry a bit. But he was the co-owner of a small jewelry store and had all he could do to keep his customers happy and the store operating effectively.

Unlike Black Friday, though, this risk-comfort line is very much relative and not fixed to a particular calendar date.  For some corporate executives this line is very movable but maybe at the very far end of someone else’s comfort zone. In other words, some individuals can work with very little information to arrive at a conclusion, a decision with far less information than their counterparts.

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Topics: Consumer Goods, Brand Insights, Scenario Analysis

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