Reverse Timeline Analysis: The Future after Boeing Buys GE Aviation (Part 2)

Posted by Christopher Dent on Jun 27, 2018 1:06:29 PM

Assuming that Boeing purchases General Electric Aviation, industry stakeholders are asking what will that look like? How will this disrupt the marketplace? This presents an opportunity for us to demonstrate a valuable but underappreciated structural analytical  Framework (SAF), Reverse timeline analysis, in combination with our Indications & Warning mechanism.

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Topics: Early Warning Monitoring, Merger and Acquisition, Competitive Strategy, Disruption, Aviation

Why Boeing’s Acquisition of General Electric Aviation Isn’t Completely Unreasonable (Part 1).

Posted by Christopher Dent on Jun 21, 2018 2:47:27 PM

The first part of this year saw a flurry of speculation[i] on whether commercial aircraft giant Boeing should acquire General Electric Corporation’s Aviation Unit. GE posted lackluster results for 2017[ii] prompting many to wonder if the venerable conglomerate had lost its way and should be broken up[iii][iv].  Coupled with the removal of GE from the Dow Jones effective June 2018, GE probably feels the pressure.  

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Topics: Merger and Acquisition, Disruption, Aviation

The Power—or Threat—of Vertical Integration in Healthcare

Posted by Jacob Golbitz on Apr 10, 2018 5:24:25 PM

How CVS Health’s Performance Based Pharmacy Network Demonstrates its Competitive Strategy

In March 2018, CVS Health has introduced a ‘performance based pharmacy network,’ comprised of 30,000 CVS and Walgreens and approximately 10,000 other retail pharmacies nationwide. Mirroring the value-based model to incentivize pharmacies to help patients adhere to prescription regimens, the new network has the potential to control costs and improve the quality of care through increased access and convenience. In addition to addressing some of healthcare’s most pressing challenges, CVS Heath’s activities highlight how vertical integration is securing its market position and demonstrates how this strategy could be threatening to payers.

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Topics: New Market Entry, Healthcare, Merger and Acquisition, Insurers

Walmart’s Potential Acquisition of Humana: Competitive Strategy Implications for the U.S. Healthcare Industry

Posted by Ken Sawka on Mar 30, 2018 1:28:34 PM

 

I loathe the pervasive, trite metaphor that compares competitive strategy to the game of chess.  However, recent reports that Walmart is in discussions to acquire health insurer Humana can only be explained as a game of three-dimensional chess.  Should this deal go through – and, to be sure, it is a long way from happening – it satisfies three competitive strategy objectives for Walmart: responding to CVS Health, blocking Amazon and improving access to new customer segments.

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Topics: Competitive Intelligence, Healthcare, Merger and Acquisition, Competitive Strategy, Amazon

What are the Competitive Strategy Implications of Uber's European Regulatory Woes?

Posted by Ken Sawka on Jan 10, 2018 10:44:04 PM

Let me be clear right from the start – I loathe Uber. While I’m a big fan of ride-hailing services, I simply can’t give my business to a company that harasses its employees, whose CEO berates its drivers, uses questionable means to skirt regulation, and allegedly steals trade secrets from its competitors. I’m a Lyft guy through and through.

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Topics: Brand Insights, Industry Convergence, Merger and Acquisition, Competitive Strategy, Early Warning

WeWork, Lord & Taylor, and the Artificial Separation of Work and Leisure

Posted by Ken Sawka on Nov 21, 2017 4:18:48 PM

One of my fondest memories growing up in New York was going into “the city” (that’s what we Long Islanders called Manhattan) at Christmastime and going to see the Lord & Taylor Christmas display in its storefront window at its flagship location on Fifth Avenue.  There would be long lines, and we’d wait 20 minutes or more just to get a glimpse of the window.  It was magical.

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Topics: Sales Force Effectiveness, Brand Insights, Market Analysis, Merger and Acquisition, Product Positioning

Managing Regulatory and Political Risk

Posted by Robert Flynn on Nov 21, 2017 3:38:26 PM

In our paper The Global Economy’s New Frontiers, my colleague Nathaniel Emmons and I argue that when investing in emerging economies, companies can realize high returns but only if the risks are successfully managed. Transnational mining companies operating in Zimbabwe, for instance, are in crisis management mode following this month’s coup, impeachment of President Mugabe, and transfer of power to yet another strong-man. Not an unanticipated series of events given the political instability experienced in recent years, and something that needs intense effort to navigate.

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Topics: Consumer Goods, Healthcare, Merger and Acquisition, Competitive Strategy, Early Warning

Six Reasons Why CVS Health Should Acquire Aetna … Soon

Posted by Robert Flynn + Tarun Mehra on Jun 21, 2017 10:00:00 AM

Should CVS consider acquiring a health plan? If yes, then which one? With a market-cap of about $80 billion and an impressive portfolio of assets across retail and pharmacy, why would it make sense for CVS to include a health plan in its portfolio?

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Topics: Brand Insights, Healthcare, Merger and Acquisition, Competitive Strategy

Developing R&D Strategy for Industrial Goods

Posted by Fuld + Company on Mar 31, 2016 4:48:40 PM

For companies developing an R&D strategy in industrial goods and infrastructure, competitive intelligence provides unique insights into competitors’ existing and potential R&D interest, capabilities, technology bets, and expected outcomes. Comparing rival R&D strategies to market needs and expectations provides a reality check on the feasibility and potential value of your future R&D programs. 

Strategic planning integrated with competitive and market intelligence can:

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Topics: Competitive Intelligence, Product Roadmap, Fuld + Company, Manufacturing/Industrial, Market Analysis, Merger and Acquisition, Competitive Strategy

Five Things Lockheed Martin Needs Sikorsky to Do

Posted by Christopher Dent on Dec 3, 2015 8:00:00 AM

On November 6th, United Technologies Corporation (UTC) closed the sale of its Sikorsky aerospace unit to defense giant Lockheed Martin for $9B.  Does this acquisition improve the strategic position of both companies or will Sikorsky prove to be a white elephant?

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Topics: Brand Insights, Market Analysis, Merger and Acquisition, Competitive Strategy

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