The rapid rise of e-commerce and the increasing need for convenience have fueled disruption in the online food industry. With food catering services closed throughout most of the year, and grocery retailers seeing long queues to get in, the pandemic has forced consumers to radically alter their purchasing behaviours, accelerating the penetration of online channels for both prepared meals and grocery. In the UK, the share of online food sales as a percentage of total retail sales rose to 9%, a staggering 70% increase from the previous year (Exhibit 1). …
Spotify has just posted their Q4 2020 earnings and shareholder letter (AR pending) and the share price has dropped by 8.5% between market close 2nd — 3rd February 2021. I believe this is a great opportunity to buy shares at a discounted price, and here’s why:
I recently completed the Business Strategy Specialization: Advanced Business Strategy course offered by UVA Darden School of Business on Coursera.
Below is the analysis I carried out, to identify Spotify’s global competitive positioning in the audio streaming industry as of 2021.
Spotify Technology SA is a technology corporate operating in the highly competitive audio streaming industry. Even though it owns 36% of global market share (Exhibit 1), it’s facing increasing pressure from competitors, especially the large tech players Apple and Amazon. Spotify has launched several initiatives (e.g. offering highly personalised content and analytics to users) and expanded its offering (such…
I recently completed the Business Strategy Specialization: Business Growth Strategy course offered by UVA Darden School of Business on Coursera.
Below is the strategic analysis I carried out for Spotify’s growth options as part of the course assignment.
Spotify is an audio streaming service, whose value proposition is to provide “music for everyone”. The audio streaming industry is a fairly infant but highly competitive market, and it’s rapidly expanding — CAGR between 2020–2027 is expected to be 17.8% (Citation 1).