MACRO AND INDUSTRY ANALYSIS PAPER MANAGEMENT 5355 SPRING 2018
Assignment:
You have been hired by the Board of Directors of a firm in the U.S. Upscale Casual Restaurant Industry to provide macro-environmental and industry analyses. The time frame is February 2018. Your assignment has two parts:
- Please properly cite data sources and use only reliable data sources.
- Please present the data that represents the shift, data for another time frame or geographic region to provide context for the data presented, and use compound average growth rates for all data cited.
- Please cite only data from the past three to five years (2013-2016 if you use three years and 2011-2016 if you use five years).
- Please do not speculate or add interpretation of what the data may mean beyond the data presented.
2) Which one (1) of the forces in Porter’s Five Forces Model is most critical to understanding competition within the U.S. Upscale Restaurant Industry and what data supports this force represents a critical element in competition with the industry?
- Please properly cite data sources and use only reliable data sources.
- Please present the industry data that represents the level of power of this force, please present data for at least three elements of each force, and use compound average growth rates for all multiple-year data cited. The firms in the industry are: BLMN, CAKE, DRI, EAT, and TXRH.
- Please use data only from the industry firms’ 10-K documents, unless you focus on substitutes. Use data from the substitute industry firms’ 10-Ks and the industry firms’ 10-Ks if you focus on substitutes.
- Please do not speculate or add interpretation of what the data may mean beyond the data presented within the context of Porter’s Five Forces Model.
The complete paper addressing both questions should be no longer than three (3) pages. No cover page is needed and do put your name on the top of each page. All work is to be done on an individual basis and all work is to be typewritten in 12 point type, double-spaced, and with margins of 1” on all sides.
Notes:
1. | Wikipedia or Investopedia are NEVER acceptable sources for graduate-level research because they are not sufficiently reliable or trustworthy. | |
2. | Citation is required for all sources. The format should be (author, year). The author of a 10-K is the company that issued it and the year is the year the 10-K was published/released. The publication/release year MAY not be the same as the year the 10-K covers. For example, a 10-K for a firm with a fiscal year-end of December 31, 2017 will not publish/release its 10-K until 2018. | |
3. | Writing well is a critical part of this course. Please be sure the answers are well-written in an active voice, please follow the recommendations in Dr. Bubba’s Writing Guide, and please ensure words are correctly spelled and used.
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4. | Clarity and brevity are keys and excessive length is usually a sign of insufficient understanding of the topic. More than three (3) total pages suggests a lack of understanding of the topic or of the questions. | |
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6. | All work is to be done on an individual basis and all work is to be typewritten in 12 point type, double-spaced, and with margins of 1” on all sides. |
Rubrics:
A successful assignment will address all of the following issues.
Macro:
- Is the significant environmental shift or pattern clearly identified?
- Is the data and context data clearly presented and appropriate?
- Are the data and context data presented for the past three to five years accurate and in compound average growth rate (CAGR) format?
- Are citations present, accurate and formatted correctly?
- Is the data presented well-written with brevity, clarity, and proper spelling and grammar and in the correct format?
Industry:
- Is one of the five forces clearly selected and the level of power clearly specified?
- Are at least three (3) data points for the force selected presented?
- Are the evaluations of each of the three data presented clearly and correctly?
- Are citations present, accurate and formatted correctly?
- Is the data presented well-written with brevity, clarity, and proper spelling and grammar and in the correct format?