BA 311 Marketing Management: Environmental Scan/SWOT
SWOT Analysis in Library Databases
Library databases below may have a readily available SWOT report on select companies. Not all companies have a such a report, and even when there are SWOT reports, they are other people's opinions that you can consult and cite. You should, however, always create your own analysis.
Investext (via Mergent Online)Search by company ticker/name and keyword (search whole report) SWOT. Check out the tutorial (click on question mark above) for details.
Business Source PremierClick on Company Profiles on the top menu bar to get the MarketLine Report, which may contain a SWOT section.
Business Insights: GlobalSearch for company profile; a SWOT report may be available for some companies.
PassportSearch for company profile. There isn't a specific SWOT section, but the content (from a marketing perspective) can be used for SWOT analysis.
IBISWorldThere is a "SWOT in the Industry" section (under "Industry at a Glance") in an industry report. NOTE: this is SWOT analysis of an industry, not a specific company.
Earnings Conference Calls - Transcripts
Earnings Conference Calls provide insights on a public company's strategies, responses to issues, as well as industry environment and competition. Transcripts may be freely available on company website along with audio and presentations, or through a Google search. Main sources for transcripts:
FD (Fair Disclosure) Wire (via Nexis Uni)Use the following search terms: [company name] [quarter number] [year] call. For example: Starbucks Q3 2017 call.
SeekingAlpha.comFree registration to read full transcripts.
Definition Of Environmental Scan
Environmental Scan, an examination of the external and internal environments:
- External environment: political/legal/regulatory, economic, socio-cultural, technology, environment (PEST or PESTEL Analysis).
- Industry environment: new entrants, suppliers, buyers, product substitutes, intensity of rivalry, position of the firm in the industry (Porter's Five Forces Analysis).
- Firm-level: strengths, weaknesses, opportunities, threats (SWOT Analysis).
There isn't an article or report called "environmental scan." This is something that you must write yourself by synthesizing information from multiple sources.
Consider industry-specific forces: e.g., for the automobile industry, factors like gas price, new technologies, environmental concerns, changes in consumer preferences, infrastructures, industry/government incentives, global/foreign competitions, etc..
Consider broader forces: economy and disposable income, social media, mobile technology, consumer health, globalization, population change (e.g., immigration, aging), etc..
Recommended sources: most databases featuring company profiles or industry profiles will have some information on environmental factors and their impact on the company or industry. Industry association websites should have some free information about trends and developments. In addition, follow current events in the news and search for current articles related to the company or industry. Synthesize the information and use your own words.
PESTEL/PEST Analysis: there are no readily available "PEST/PESTEL reports" in library databases. Best bets:
- 10-K: esp. the sections Risk Factor and MD&A.
- IBISWorld: esp. sections like Industry Performance (esp. the Key External Drivers), Industry Outlook, Products & Markets, and Operating Conditions.
Five Forces Analysis:
- Business Source Premier: the MarketLine industry profiles (available on select industries) contain a Five Forces Analysis section
- IBISWorld: doesn't have an explicit Five Forces section, but many sections provide information that you can use to create your own analysis.
- Business Insights: by investment analyst
- Business Source Premier: by investment analyst
- Investext: by investment analyst (most current)
- Passport: from a marketing perspective. There isn't a specific SWOT section, but the content can be used for SWOT analysis.