Industry Research
Industry insights: how sectors really make money.
Value chains, competitive structure and the difference between a cycle and a trend.
Industry Research notes
Industry Research
Cyclical or structural? Separating the cycle from the trend
Why a strong year is not a trend, and how to tell whether an industry's demand is rising with the cycle or for lasting reasons.
Industry Research
How to read an industry in five questions
A simple, repeatable checklist for understanding how an industry earns its profits before looking at any single company.
Industry Research
Who captures the value in a sector?
Tracing profit along the value chain, from suppliers to manufacturers, distributors and customers, to see who holds the pricing power.
Related tools
- CAGR and compounding Work out a growth rate between two values, or see where a rate compounds to.