cpa113, leadership Case 大讨论

yoursair

Differentation or Focus?
the key issue is whether you regard 'ultra premium and premium varietal wines' as a narrow segment---focus
OR regard it as the higher quality issue---differentation.

Anyoption?

miller2

原帖由 cygrace 于 2009-10-19 13:30 发表
my opinion is

for growth:
Historical - medium to high
Future - low to medium


How about profitablity?
Historical - medium?
Future - low to medium?

My opinion about profitablity:

Historical - medium to low
Future - low to medium

cygrace

i think economic of scale is not Schultz's strategic capability.

Because large competitors also provide services to small wineries, and also the takeover of Safeno is only potential. So in this case, this is not better than others.

ericantona

原帖由 hezi 于 2009-10-19 09:42 发表

据个例子，在巧克力市场上，雀巢和cadbery好比wine行业的Allens和Brooks。还有一个牌子的巧克力我叫不出名字，很贵$4.99一块，但是safeway里很少减价，上面有一个中年男子的头像做标志，前几个星期减过一次价很多人 ...

有道理.想想这个和车市场里的情况相似.toyota和ford占了很大的市场分额,可是并不是brand differentiation;benz占的市场分额不多,但就是prestigious brand.

谢谢分享你的观点!我的strategy capacity里可以加这一点了.

ericantona

原帖由 miller2 于 2009-10-19 09:48 发表



I think the key is " is it Better than Competitor?"

In you example, what I can say is this is a good brand with its own strength, but the brand Not necessary Better/Stronger than others.

这个我觉得也不用纠结太多.无论是quality还是brand,最后也是differentiation.

至于在capacity里面,就要看自己怎么说了.

hezi

原帖由 miller2 于 2009-10-19 09:48 发表



I think the key is " is it Better than Competitor?"

In you example, what I can say is this is a good brand with its own strength, but the brand Not necessary Better/Stronger than others.

Loyalty customers and many awards in the past 10 years can prove its branding is better than other competitors.

ericantona

原帖由 CPA107 于 2009-10-19 13:08 发表
I AGREE!!!
ALSO
I BELIEVE THE STRATEGY IS LEADERSHIP STARATEGY
LOW COST AND DIFFERENTIATE
BETTER PRIMIUM WINE, LOTS OF REWARDS(CAN NOT REPLICATE BY COMPETITOR) STYLE OF WORK CULTURE SUCH ...

leadership = low cost + differentiation
i doubt whether S had used low cost strategy. higer profit margin may not necessarily mean lower costs - it could be due to higher retail price which could be proved by its strategy vision of being the most prestigious winemaker in au.

hezi

who can tell me whether desert wine belongs to premium wine or not? Or desert wine is one of Schultz's products?

Thank you!

ericantona

原帖由 hezi 于 2009-10-19 16:06 发表
who can tell me whether desert wine belongs to premium wine or not? Or desert wine is one of Schultz's products?

Thank you!

dessert wine belongs to sparkling and fortified wines. it's also one of S's products.

yesido

desert wine是那种稠稠的，甜甜的，属于fortified wine吧，应该不属于sparkling wine。 不过S也有这个产品，也是高端的。

cygrace

有没有人说说看MAJOR COMPETITOR都是用什么GENERIC STRATEGY的？

我觉得ALLEN - LEADER， BROOKS - DIFFERENTIATION， CAPRICORN - VALUE FOR MONEY， MCMILLAN - FOCUS， STEFANO - NICHE， MCFARLANE - value discipline.

大家都是怎么判的啊？

ericantona

原帖由 yesido 于 2009-10-19 16:16 发表
desert wine是那种稠稠的，甜甜的，属于fortified wine吧，应该不属于sparkling wine。 不过S也有这个产品，也是高端的。

呵呵,我是对着那个销量percentage表来打的.yesido是正解.

(monkey08)

yesido

我觉得ALLEN - LEADER， BROOKS - DIFFERENTIATION， CAPRICORN - VALUE FOR MONEY， MCMILLAN - FOCUS， STEFANO - NICHE， MCFARLANE - value d ... [/quote]

同意你的选择，除了Mcfarlane，我觉得是differentiation.

ericantona

原帖由 cygrace 于 2009-10-19 16:38 发表
有没有人说说看MAJOR COMPETITOR都是用什么GENERIC STRATEGY的？

我觉得ALLEN - LEADER， BROOKS - DIFFERENTIATION， CAPRICORN - VALUE FOR MONEY， MCMILLAN - FOCUS， STEFANO - NICHE， MCFARLANE - value d ...

对这个我感觉很难分辨.也和你的有很多不同.
allen - 怎么判断它有low cost strategy?
capricorn - 不是focus在barossa springs brand吗?
mcmillan - focus在什么地方呢?如果说它focus在red wine,可它的white wine sales占了公司销售的大部分.我感觉它是stuck in the middle. 既想differentiation又想focus.不过两样都做不到.
stefano - Gallant one是它很著名的牌子,不过也只是dessert wine的一种.好像不足以证明是niche啊?在它的销售表里,fortified and sparkling 也占得不是多数.
mcfarlane - 这个感觉应该是differentiation. 以product innovation来differentiate from others.题里也没有提及low costs的因素.

majomomoko

同意！

miller2

原帖由 ericantona 于 2009-10-19 17:18 发表

对这个我感觉很难分辨.也和你的有很多不同.
allen - 怎么判断它有low cost strategy?
capricorn - 不是focus在barossa springs brand吗?
mcmillan - focus在什么地方呢?如果说它focus在red wine,可它的white wi ...

My opinion is close to urs

[ 本帖最后由 miller2 于 2009-10-19 21:29 编辑 ]

hezi

原帖由 ericantona 于 2009-10-19 17:18 发表

对这个我感觉很难分辨.也和你的有很多不同.
allen - 怎么判断它有low cost strategy?
capricorn - 不是focus在barossa springs brand吗?
mcmillan - focus在什么地方呢?如果说它focus在red wine,可它的white wi ...

Allens - leader (low cost through economies of scales, bottling services is an evidence)
Capricorn - Differentiation (not sure, but I can't see any other option is more reasonable than it)
McMillan - Stuck in the middle (I agree with you)

[ 本帖最后由 hezi 于 2009-10-20 00:07 编辑 ]

hezi

大家有没有把fully integrated列为value proposition呢？
还有，Value proposition和strengths有什么区别呀？Largest market shares and well know brands belong to value propostion?

hezi

还有，那张percentage of the final retail selling price的表怎么用呀？我分析了porters 5，如果再按照涉及的各个环节分析就重复了，再分析各种costs占的百分比有什么侧重点没有？
any idea?

ericantona

原帖由 hezi 于 2009-10-19 20:53 发表


Allens - leader (low cost through economies of scales, bottling services is an evidence)
Capricorn - Focus-cost (not sure, but I can't see any other option is more reasonable than focus-cost)
Mc ...

allens - 提供bottling services我更倾向于理解为wide range of products/services.
如果按书上4.19来讲,low cost can be achieved through:no-frills product/simple product design/an inexpensive location for operations/process innovation/purchasing low-priced assests.allen好像没有适合其中之一的.
个人见解,可能片面了一些.

CPA107

楼上

我的LEADRSHIP STRATEGY是根据CASE内容和CHICKEN CASE 答案写的

第一 DIRECT SELL TO  PUBLIC CAN REDUCE DISTRIBUTION COST
SECONDLY, LOW WEIGHT OF BOTTLE WILL ALSO DECREASE DELIVERY COST WHEN EXPORT TO OVERSEA.
ROA比较高，也是我论点之一

希望和你讨论一下

FOCUS 这个我用反向论证把他完全抛弃了。

CPA107

STRATEGY CAPABILITIES

个人观点 参考CHICKEN CASE
1。STRONG QUAILITY FOCUS 所以被海外卖酒中介亲密获得很多大奖也是别人无法达到高度，近10年被垄断。
2。STRONG MARKETING AND BRANDING RELATIONSHIP， CASE NOTES
3。CULTURE AND MANAGEMENT 个人感觉一个有潜力的公司和这个都有关系。

Sially

原帖由 hezi 于 2009-10-19 20:56 发表
大家有没有把fully integrated列为value proposition呢？
还有，Value proposition和strengths有什么区别呀？Largest market shares and well know brands belong to value propostion?

I do take the fully integrated bit in, since the big company do have access from raw material-grapes to cellar door sale.

As per sample case, I think largest wine produer belongs to value proposition, and highest market share belong to strenghs

hezi

原帖由 ericantona 于 2009-10-19 21:14 发表


allens - 提供bottling services我更倾向于理解为wide range of products/services.
如果按书上4.19来讲,low cost can be achieved through:no-frills product/simple product design/an inexpensive location  ...

leading company一般都是leader strategy

ericantona

原帖由 CPA107 于 2009-10-19 21:31 发表
STRATEGY CAPABILITIES

个人观点 参考CHICKEN CASE
1。STRONG QUAILITY FOCUS 所以被海外卖酒中介亲密获得很多大奖也是别人无法达到高度，近10年被垄断。
2。STRONG MARKETING AND BRANDING RELATIONSHIP， CAS ...

关于strategy capabilities,我觉得试题第12页已经给出范畴.

水天蓝

原帖由 ericantona 于 2009-10-19 22:08 发表


关于strategy capabilities,我觉得试题第12页已经给出范畴.

同意，不过 我加了几点，"low cost , culture and management ,sustainability" in line with their strategy goals , and i reckon this extra three points are their stategic capability.

yesido

原帖由 水天蓝 于 2009-10-19 23:05 发表

同意，不过 我加了几点，"low cost , culture and management ,sustainability" in line with their strategy goals , and i reckon this extra three points are their stategic capability.

Low cost is one of S's capability?
How so?

水天蓝

原帖由 yesido 于 2009-10-19 23:08 发表


Low cost is one of S's capability?
How so?

the reason is being

1, the leading gross margin and net margin, other competitors are not able to match SWL low cost operation , indicating a strategic capability
2, 8th largest company in terms of size , but it leads the industry in terms of profitability

gracecheng_323

Has the impact of power of suppliers been high in industry historical profitability?
It's been high due to the limited options of the acquisition of high quality grapes.
What is your opinion? Thanks.

水天蓝

原帖由 gracecheng_323 于 2009-10-20 00:02 发表
Has the impact of power of suppliers been high in industry historical profitability?
It's been high due to the limited options of the acquisition of high quality grapes.
What is your opinion? Thanks ...

significant grape planting , resulting in oversupply , thus the power of suppilier is very low.