2011年3月24日 星期四

霸王

霸王︰
商業模式︰
利用切合當地文化的品牌,較龐大的銷售網絡進行產品差異化(無論是精神上或是實質上),收取高於同行的利率差額,
同時,利用品牌產品多元化,及地區出口多樣化(部分地)分散風險
Strong:
1.本土中草藥洗髮水品牌的No.1
2.網絡覆蓋全國26個省及4個直轄巿,481名分銷商及44名重點零售商
3.08年的洗髮水產能使用率只有約70%(洗髮水產能約50,000公噸),09年年底(約100,000公噸)及10年(約200,000公噸),對額外增加的供應沒有瓶頸

Weak:
1.供應商少,集中度高,五大供應商佔>30% (唯09年在廣東省租用了一塊約500畝的土地種植中草藥,預估2011年可使用自行種植的中草藥,減少對供應商的依賴)
2.廣州霸王或會對其造行競爭
3.大股東擁有其他如物業發展、酒店及印刷業務,或會分薄其精力
4.由洗頭水延伸至飲品,很易有喝洗頭水的聯想->品牌衝突risk
5.多元化的出口策略,顯得其重心仍以中國為主,對地區性風險分散有限

threat:
1.本土品牌的競爭
2.外國品牌以其品牌優勢及科研技術進佔其巿場
3.競爭對手利用其品牌受損期進佔巿場
4.新品牌「追風」的成效
5.2010年二噁烷事件
6.二噁烷事件累及其他類別的產品,尤其是涼茶


Opportunity:
1.品牌再造,化危為機
2.利用周邊事件作題材的新產品,如增強人體免疫力(減少幅射的影響),既可促銷,亦或可打開新的銷路(如經電/化療的病人)等
3.品牌集約化,霸王生髮系列、育髮系列等其實對象差不多,令使用者難以細分,反減弱了各自的效果。若品牌、產品系列及效果能鮮明的統一,相信會對銷量造成一定的幫助
4.提升科研 (惟08年R&D僅佔turnover 的0.3%,09年更下跌至0.2%(約只計及動用ipo款項部分)


另外,According to "The 22immuntable laws of branding" by Laura Ries and Al Ries

1.expansion: the power of a brand is inversely proportional to its scope
2.contraction : a brand becomes stronger when you narrow its focus
3.publicity: the birth of a brand is achieved with publicity, not advertising
4.advertising: once born, a brand needs advertising to stay healthy
5.the word: a brand should strive to own a word in the mind of the consumer
6.credentials:the crucial ingredient in the success of any brand is its claim to authenticity
7.quality: quality is important, but brands are not built on quality alone
8.the category: a leading brand should promote the category, not the brand
9.The name: in teh long run a brand is nothing more than a name.
10.extensions: the esiest way to destroy a brand is to put its name on everything
11.fellowship: in order to build the category,a brand should welcome other brands
12.the generic: one of the fastest routes to failure is giving a brand a generic name
13.the company: brands are brands.companies are companies. there is a difference
14.subbrands:what branding builds, subbranding can destroy.
15.siblings:there is a time and a place to launch a second brand.
16.shape: a brand's logotype should be dsigned to fit the eyes.both eyes
17.color: a brand should use a color that is the opposite of its major competitor's
18.borders: there are no barrieres to global branding.A brand should know no borders
19.consisteny: a brand is not built overnight.success is measured in decades, not years
20.change: brands can be changed, but only infrequently and only very carefully
21.mortality: no brand will live forever. euthanasia is often the best solution
22.singularity: the most important aspect of a brand is its single-mindedness

霸王的品牌風險在於
1,6,7,8,10,14

今周六霸王將公佈其10年業績,在屢發盈警的情況下,且看其業績會如何...