Use case
How can private equity firms monitor a portfolio company's competitive position between board meetings?
The same outside-in metrics used in diligence can be tracked weekly after close: competitor pricing, discounting, range changes and distribution. This gives an independent view of the value-creation plan (is the price increase holding, are competitors responding, is the brand gaining shelf space) without waiting for monthly management reporting.
Last reviewed
What to track
- Competitor price moves in the portfolio company's key categories.
- Promotional intensity versus the plan and versus competitors.
- Share of shelf at the retailers that matter most.
- New-product flow for the company and its rivals.
Metrics used
- Matched-SKU inflation (same-SKU price change): The price change of identical products observed in both periods, which isolates true price moves from changes in product mix.
- Markdown breadth: The share of each product's in-stock sizes and variants selling below full price, averaged across products so each product counts equally.
- Share of shelf (online): A brand's share of the products a retailer lists in a category, measured on the retailer's website.
- New-product share (new entrants): The percentage of a brand's live assortment that was first seen within a recent window, such as the last 13 weeks.
How each measure is built: methodology.
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