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March 9, 2015
CLASS PRESENTATION 4
Chief
Food
Officers
Agenda
Market sizing2
Competition1
Lessons learned3
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
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
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
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
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%
Market Sizing: Google Keyword Planner
COMPETITION | MARKET SIZING | LESSONS LEARNED
Traffic Source Traffic % Telepizza (100%) Zomato (100%) Tripadvisor (25%) NoMenu (100%) Total
TAM Brand Search 40% 165,000 12,100 18,500 6,600 202,200
Direct 40% 165,000 12,100 18,500 6,600 202,200
Referral 20% 82,500 6,050 9,250 3,300 101,100
100% 412,500 30,250 46,250 16,500 505,500
Food-related Search 4,900
Total 510,400
SAM Brand Search 40% 74,000 9,900 6,750 3,600 94,250
Direct 40% 74,000 9,900 6,750 3,600 94,250
Referral 20% 37,000 4,950 3,375 1,800 47,125
185,000 24,750 16,875 9,000 235,625
Food-related Search 1,960
Total
237,585
Lessons Learned
COMPETITION | MARKET SIZING | LESSONS LEARNED
 Customers – problems - solutions
 Hypothesis testing
 Competitor analysis: 5 Forces & SWOT
 Customer segmentation
 Market sizing and traffic estimation
Thank you!
Visit us at:
catolicalisbonentrepreneurs.wordpress.com

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lep 4th presentation

  • 1. March 9, 2015 CLASS PRESENTATION 4 Chief Food Officers
  • 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%
  • 8. Market Sizing: Google Keyword Planner COMPETITION | MARKET SIZING | LESSONS LEARNED Traffic Source Traffic % Telepizza (100%) Zomato (100%) Tripadvisor (25%) NoMenu (100%) Total TAM Brand Search 40% 165,000 12,100 18,500 6,600 202,200 Direct 40% 165,000 12,100 18,500 6,600 202,200 Referral 20% 82,500 6,050 9,250 3,300 101,100 100% 412,500 30,250 46,250 16,500 505,500 Food-related Search 4,900 Total 510,400 SAM Brand Search 40% 74,000 9,900 6,750 3,600 94,250 Direct 40% 74,000 9,900 6,750 3,600 94,250 Referral 20% 37,000 4,950 3,375 1,800 47,125 185,000 24,750 16,875 9,000 235,625 Food-related Search 1,960 Total 237,585
  • 9. Lessons Learned COMPETITION | MARKET SIZING | LESSONS LEARNED  Customers – problems - solutions  Hypothesis testing  Competitor analysis: 5 Forces & SWOT  Customer segmentation  Market sizing and traffic estimation
  • 10. Thank you! Visit us at: catolicalisbonentrepreneurs.wordpress.com

Editor's Notes

  1. AGENDA Intro - Mission & Vision - Six&Six / internationalize industry verticals / eCommerce growth / Set the Foundation 1. Internationalization: Publisher: Russia as a competitive Advantage – Poetschke Telecommunication: Opportunities & Threats in Telco - Stirm & Juaranz 2. Collaboration: Healthcare: The Abbot-Case in FR - Winkelmann & Rutyna HTE: The Apple-Case - Schmidt & Aydindag 3. Innovation: Consumer Products: Bagsorter - Buse & Marquardt CIM: Connected Car - Scholz & Ruhland
  2. AGENDA Intro - Mission & Vision - Six&Six / internationalize industry verticals / eCommerce growth / Set the Foundation 1. Internationalization: Publisher: Russia as a competitive Advantage – Poetschke Telecommunication: Opportunities & Threats in Telco - Stirm & Juaranz 2. Collaboration: Healthcare: The Abbot-Case in FR - Winkelmann & Rutyna HTE: The Apple-Case - Schmidt & Aydindag 3. Innovation: Consumer Products: Bagsorter - Buse & Marquardt CIM: Connected Car - Scholz & Ruhland