When the subject is the relative positioning of competitors across the market landscape, leadership is interested, engaged, and more than willing to debate. Over the years, I've developed several ...

Source: Nutrien Q3 2023 Earnings Transcript (emphasis added). Given Nutrien's strong competitive positioning in the sector, the stock still trades at a significant discount to its peers when ...

PayPal’s development of a network of both merchants and consumers early in the evolution of e-commerce allowed the company to build and maintain an enviable competitive position. Historically ...

For instance, overestimating a competitor’s capabilities or misjudging market trends can result in strategic errors that might harm the company’s competitive position. The main issue here is ...

By understanding which keywords they are targeting and how much they spend on ads, you can gain insights into their marketing priorities and competitive positioning. 9. Evaluate their product ...

Moreover, senior executives like chairman and CEO Edward J. Zander wondered if the iPhone had changed the competitive dynamics of the market in ways they hadn’t foreseen. Had the iPhone created ...

This advantage stems from various sources, including cost structure, product offerings, market positioning and customer service. Competitive advantage, in its essence, is what makes an ...

The supply side of the adtech market has a history of disappointing investors though, with SSPs struggling to establish strong competitive ... or similar derivative position in any of the ...

In our view, Global Payments continues to benefit from a strong competitive position, is adapting to a changing industry and can maintain reasonable growth over time. Additionally, we think ...