贝恩利润池
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• Component manufacture and supply • New car assembly and delivery • New car warrantee and service • New car financing and insurance • Used car sales and service
10
5
0
0
new car dealers
used car dealers
auto loans gasoline
leasing
autoቤተ መጻሕፍቲ ባይዱinsurance
auto manufacturing
warranty
share of industry revenue
source: Harvard Business Review, May-June 1998
Product pools are not stagnant
8/6/2020
Darral G. Clarke for BM 499
4
THE U.S. AUTO INDUSTRY’S PROFIT POOL
operating margin
25% 20 15
The automotive industry encompasses many value-chain activities. The way that profits and revenues are distributed among these activities varies greatly. The most profitable areas of the car business are not the ones that generate the biggest revenues.
Polaroid
Core Business
Auto manufacturing Truck Rental Elevator Manufacturing
Sources of Highest ROI
Auto leasing, insurance Packing materials, storage Service
Motorcycles
Instant Photography Cameras
Accessories (consumer products), leasing, service, restaurants
Film
8/6/2020
Darral G. Clarke for BM 499
6
Managerial Implications
hole.
The goal should be to focus on profitable opportunities
Industry should be considered more broadly than traditional definition
Automobile industry includes
2
THE PC INDUSTRY’S PROFIT POOL
40% 30 20 10
The value chain for the PC industry includes six key activities; the profitability of the activities varies widely. Manufacturers compete in the largest but least-profitable segment of the chain.
贝恩利润池
Profit Pools: A Fresh Look at Strategy
8/6/2020
Orit Gadiesh and James L. Gilbert Harvard Business Review May-June 1998
Darral G. Clarke for BM 499
Segment profitability may vary by customer group, product category, geographic market, or distribution channel
Profit concentration may be very different than revenue concentration
100%
services
8/6/2020
Darral G. Clarke for BM 499
3
The Profit Pool Lens
The profit pool is the total profit earned in an industry at all points along the industry’s value chain
0
0
other components
personal computers
microprocessors
share of industry revenue
software
peripherals
Value chain focus Axes
Vertical—operating margin Horizontal—share of industry data
Focus on growth and market share can lead a company to focus on unprofitable segments of an industry
Today’s deep revenue revenue pool may be tomorrow’s dry
Shape of the profit pool reflects the competitive dynamics of a business
• Interactions of companies and customers • Competitive strategies of competitors
service repair
100%
aftermarket parts auto rental
8/6/2020
Darral G. Clarke for BM 499
5
Profit Pools: Company Examples
Companies
Automakers U-Haul Elevators (OTIS) Harley Davidson
10
5
0
0
new car dealers
used car dealers
auto loans gasoline
leasing
autoቤተ መጻሕፍቲ ባይዱinsurance
auto manufacturing
warranty
share of industry revenue
source: Harvard Business Review, May-June 1998
Product pools are not stagnant
8/6/2020
Darral G. Clarke for BM 499
4
THE U.S. AUTO INDUSTRY’S PROFIT POOL
operating margin
25% 20 15
The automotive industry encompasses many value-chain activities. The way that profits and revenues are distributed among these activities varies greatly. The most profitable areas of the car business are not the ones that generate the biggest revenues.
Polaroid
Core Business
Auto manufacturing Truck Rental Elevator Manufacturing
Sources of Highest ROI
Auto leasing, insurance Packing materials, storage Service
Motorcycles
Instant Photography Cameras
Accessories (consumer products), leasing, service, restaurants
Film
8/6/2020
Darral G. Clarke for BM 499
6
Managerial Implications
hole.
The goal should be to focus on profitable opportunities
Industry should be considered more broadly than traditional definition
Automobile industry includes
2
THE PC INDUSTRY’S PROFIT POOL
40% 30 20 10
The value chain for the PC industry includes six key activities; the profitability of the activities varies widely. Manufacturers compete in the largest but least-profitable segment of the chain.
贝恩利润池
Profit Pools: A Fresh Look at Strategy
8/6/2020
Orit Gadiesh and James L. Gilbert Harvard Business Review May-June 1998
Darral G. Clarke for BM 499
Segment profitability may vary by customer group, product category, geographic market, or distribution channel
Profit concentration may be very different than revenue concentration
100%
services
8/6/2020
Darral G. Clarke for BM 499
3
The Profit Pool Lens
The profit pool is the total profit earned in an industry at all points along the industry’s value chain
0
0
other components
personal computers
microprocessors
share of industry revenue
software
peripherals
Value chain focus Axes
Vertical—operating margin Horizontal—share of industry data
Focus on growth and market share can lead a company to focus on unprofitable segments of an industry
Today’s deep revenue revenue pool may be tomorrow’s dry
Shape of the profit pool reflects the competitive dynamics of a business
• Interactions of companies and customers • Competitive strategies of competitors
service repair
100%
aftermarket parts auto rental
8/6/2020
Darral G. Clarke for BM 499
5
Profit Pools: Company Examples
Companies
Automakers U-Haul Elevators (OTIS) Harley Davidson