3. Limited Competition from Rivals and Entrants
Rivalry
+ Few comparable firms
+ Industry growth
+ Sustainable competitive advantage
Supplier
Power
+ Low concentration and low differentiation
+ Potentially strong distribution channel
- Strong business impact
Substitutes
+ No alternatives with comparable
performance
Buyer
Power
+ Low concentration
± Low switching costs
+ Differential advantage
New
Entrants
- Low entry barriers
± Medium capital requirement
- Global players with EoS and experience
+ Scalability of our business model
Rivalry
Low
Substitutes
Low
Buyers
Low
Suppliers
Low
New
Entrants
MediumSubject of
further analysis
COMPETITION | MARKET SIZING | LESSONS LEARNED
4. SWOT: Food Ordering Portugal
WEAKNESSES
- Long delivery times
- Poor usability
- Little automization
- Poor variety
- Poor online marketing
STRENGTHS
+ Partnerships
+ Coverage and
established customer
basis
+ Brand (e.g. Telepizza)
OPPORTUNITIES
+ Leverage customer
basis and partner
network to go digital
THREATS
- Seasonality
- Entrants w/ higher
performance &
scalalable business
models
COMPETITION | MARKET SIZING | LESSONS LEARNED
5. SWOT: Online Food Ordering International
WEAKNESSES
- Little differentiation
- Minimum order values
STRENGTHS
+ Economies of scale
+ Global footprint
+ Partnerships & variety
+ Fast delivery
+ Mobile applications
+ Advertising
OPPORTUNITIES
+ Further
internationalization
+ Further leverage
advertising for growth
+ Mobile commerce
growth
THREATS
- Dependence on
restaurants for delivery
- High reliance on fast-
food but changing
consumption trends
COMPETITION | MARKET SIZING | LESSONS LEARNED
6. SWOT: Restaurant Listings Portugal
WEAKNESSES
- Only information, no
transaction
- Dependence on
advertising revenue
STRENGTHS
+ Broad variety of
restaurants
+ Usability (customized
site, filters, easy
search)
+ Credibility and trust
OPPORTUNITIES
+ Online market
+ Internationalization
+ New services (online
booking and ordering)
+ Consulting services for
additional revenue
THREATS
- Competition, e.g.from
websites offering
delivery or booking
- Seasonality
COMPETITION | MARKET SIZING | LESSONS LEARNED
7. Market Sizing: Top – Down
TAM
CS1: Students, Internet access: 351k
CS2: Professionals, 18-55 years, high education, Internet access: 2.157 m
SAM
CS1: Students, Internet access: 108k
CS2: Professionals, 18-55 years, high education, Internet access: 329k
SOM
CS1: Students, Internet access: 11k
CS2: Professionals, 18-55 years, high education, Internet access: 33k
2.5m
437k
44k
COMPETITION | MARKET SIZING | LESSONS LEARNED
Geography:
Lisbon
Market Share:
10%