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MGMT 5110 Research Methods

Company Information Step by Step Instructions

Start by checking out the company’s website 

  • Pay particular attention to the investor relations portion (see Nike's Investor Page as an example) 
  • Check site for webinars, presentations, and conference calls recordings
  • Review SEC filings for detailed analysis of operations and financial performance. The best SEC filings to review are the 10K, 10Q and recent 8Ks.
    • The 10K is the annual filing that has several sections worth looking at including the Business Description (outlines the company's strategy including strengths and opportunities), the Risk Factors (describes things that might prevent that strategy from being executed including threats and weaknesses) and the Management's Discussion and Analysis of Financial Performance and Operating Conditions (does just what it says!)

Marketline

To search:

  • Select Company Profiles
  • Type your company's name
  • Inside the report, there will be a company overview with key facts and top competitors.
  • SWOT ANALYSIS is a great tool for strategically understanding the competition's strengths and shortcomings

 

Business Insights: Global

Alternatively, the database Business Insights: Global has both case studies and SWOT analysis

Business Insight: Global

Mergent Intellect

  • Click Mergent Intellect (there are two Mergent databases, both will give you profiles but this is talking about Intellect specifically)
  • Type your company’s name and click SEARCH

Finish with Statista

  • Statista is great for Company, Industry and Consumer reports. Their reports are data-driven and they are a great place for graphs and raw numbers.
  • To find company reports, Find the "Report" tab and hover until you see the "Brands & Company Reports section
  • Search your company by name
  • Reports can be downloaded as PDF or Powerpoints

 

Statista

Tutorials

Credits

The content of this page was modified from content created by Michael Germano (mgerman@exchange.calstatela.edu) and is included with permission.

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