Case: comfort systems USA
Industry Key Success Factors (1-2 pages): This section provides an examination of 3-5 key success factors (KSFs) you identify in the industry. A KFS may be defined as what any firm in the industry must have to survive and grow. Please refer to Table 3.3 and pages 59-61 of your textbook (5Ed.).
Also, Include Company History, Background and products and services (1 pages).
CASE: Comfort systems USA
Comfort Systems USA, Inc. (NYSE:FIX) provides heating, ventilation and air conditioning (HVAC) installation, maintenance, repair and replacement services within the mechanical services industry.
The Company has 38 operating units in 72 cities and 86 locations throughout the United States.
The Company operates primarily in the commercial, industrial and institutional HVAC markets. In addition to standard HVAC services, it also provides specialized applications, such as building automation control systems, fire protection, process cooling, electronic monitoring and process piping.
The company is publicly traded on the New York Stock Exchange under the symbol ‘FIX’
Report Structure:
The final term project report consists of four parts. The Midterm exam consists of Parts I and II. The team project report consists of the REVISED Parts I and II along with Part III and IV. Please follow the structure in Appendix A and number each section and its subsections.
Part I includes an analysis of the general environment, the industry and the assigned firms competitors. You are expected to provide a specific definition of the industry and an in- depth analysis of the industrys current and future outlook. Your focus in Part I is the external environment.
Part II requires you to analyze the assigned firm.
Part III is the section where you need to summarize the strategic challenges (opportunities
and threats) from both the general environment and the industry environment (Part I) and
match them with the internal strengths and weaknesses through SWOT analysis. Part IV is the section of recommendations.
3.1. PART I Report: External Environmental Analysis
Page limit: 10-15 pages total, excluding figures or tables, which should be included in the
Appendix section.
3.1.1.General Environmental (PESTEL) Analysis (2-4 pages): This section needs to include a
complete analysis of the general external environment. Please refer to figure 3.1 and Table 3.1 on pages 38-39 of your textbook (5th Ed.). You should explicitly analyze how any trend you identify in each of the segments in the external environment may affect the industry. You need to explicitly state the implications. For example, if the industry you are analyzing is personal computers and you see an expanding economy in some emerging economies, but a recession and declining disposable incomes in other economies, your analysis should include how these trends are likely to influence the personal computer industry. Do not discuss specific companies in this section. At the end of this section, you need to identify the industry top two driving forces (DFs). A driving force is an external environment change (e.g. change in a governmental policy or emergence of a new breakthrough technology) which may significantly change the rule of the game in the industry competition. Please refer to Table 3.2 and pages 52-54 of your textbook (5th Ed.).
3.1.2.Industry Dominant Economic Features (2-3 pages): This section needs to include a complete analysis of Market Size, Market Growth Rate, etc.
3.1.3.Five Forces Analysis & Industry Attractiveness (3-5 pages): You need to employ the 5 forces framework to examine the competitive environment of the company. This section also includes an analysis of the industry profitability based on the collective strength of the five forces. Your analysis should clearly address profitability of the industry for an average firm. You are required to provide a table (in the appendix) summarizing your findings using the format shown below. Industry profitability is defined as its long-term profit potential of the industry. Please refer to Figure 3.2 and pages 40-51 of your textbook (5th Ed.).
2
Summary of Five Forces Analysis
Buyer Leverage
Supplier Leverage
Threat of New Entrants
Threat of Substitutes
Intensity of Rivalry
Profit Potential
Rating Key: VL = Very Low; L = Low; M = Medium; H = High; VH = Very High; N/A = Not applicable
3.1.4.Industry Competitors Analysis and Analysis of their Anticipated Strategic Moves (2-3 pages): In this section, the focus is on the competitors. This section explains all strategic groups in the industry. Please refer to Figure 3.1 and textbook pages 55-57 (5th Ed.). Please include a strategic group map in the appendix. In addition, this section explains competitors anticipated Strategic Moves. Please refer to pages 58-59 of your textbook (5th Ed.).
3.1.5.Industry Key Success Factors (1-2 pages): This section provides an examination of 3-5 key success factors (KSFs) you identify in the industry. A KFS may be defined as what any firm in the industry must have to survive and grow. Please refer to Table 3.3 and pages 59-61 of your textbook (5Ed.).
Also, Include Company History, Background and products and services (1 pages).