BUSINESS 478: STRATEGY

                            WMX 4387                                        J. Sheppard                           

 

This is a short version of the page developed by Mark Bodnar, Bus. & Econ. Librarian ( mbodnar@sfu.ca ).

The original can be found at https://www.lib.sfu.ca/help/research-assistance/subject/business/bus478

 

Introduction:

Here are a few key databases that may be useful for your assignments. 

There are, of course, many other databases, and no single resource is perfect.

Explore further if the first sources don't have what you need.

 

NEWS:

To analyse a firm's strategic position and recommend adjustments, you must also

check news sources for a sense of what is changing today and in the near future. 

 

Factiva allows you to search in thousands of news publications at once,

including many business-focused ones such as the Wall Street Journal.

 

Business Source Complete (BSC). Thousands of business journals, industry magazines,

and industry & market reports. BSC also includes company profiles from sources such as

Marketline and Medtrack for many of the world's largest companies.

 

Canadian Newsstream. The full text of most major and local-market Canadian newspapers.

Newspapers from the hometown of the headquarters of a company can often be a great

place to get unusual and hard-to-find company information.

 

CBCA Fulltext Business. CBCA covers Canadian popular and business magazines,

as well as some newspapers.

 

Regional Business News. Full-text from many regional business publications in the US.

May be useful if the company you are researching is relatively small and is based in the U.S.A.

Also useful if you want news from the city where the headquarters of a company is located.

 

Academic Search Premier
Covers both popular magazines (e.g., Time & Newsweek) and academic journals in most subject areas. 

 

 

Company information:

 

Reports and directories

Below are a small sample of some commonly used company reports & directories. 

 

All regions

 

Nexis Uni
Use the Menu option in the top corner of the database's homepage to choose Company Dossier. Descriptive information (competitors, products, etc.) on about 8000 companies, plus much deeper information on the largest 1000 companies: Business Strategy, Financial and Operational Data, SWOT Analysis, Value Chain Analysis, etc. 

Mergent Intellect. Based on data from Dun & Bradstreet®, Mergent Intellect contains information

on over 265 million global companies, of which 165 million are active and the vast majority are

privately held. The amount of information available on each firm varies, but for many of the larger

firms covered, you can also retrieve lists of key competitors, surrounding companies, detailed

global family trees with lists of subsidiaries, and contact information for over 100 million executives.

 

Canada

 

Canadian Importers Database provides lists of the companies (with geographical locations) importing

goods into Canada. These data are compiled from customs documentation filled out by importers.

ThomasNet. Information on over 500,000 suppliers (manufacturers and distributors) and more than

six million products. (Covers both USA and Canada.) 

The Canadian business directories has  more suggestions.

Also see Company Histories below for a few places to start searching for historical company information.

Financial information

 

Many major financial sources are listed in the Library's Annual reports and Ratio analysis research guides.

 

Canada

 

SEDAR. The system used for electronically filing info. with the Canadian securities regulatory authorities

(since 1997). Includes annual reports, interim financial statements, press releases and prospectuses.

Similar to the Edgar Online service available for companies traded in the US (described below).

 

United States

 

EDGAR Database. The US Securities and Exchange Commission (SEC) database of corporate filings. 

Contains annual reports, press releases, and other public documents for most public companies in the US. 

Note that annual reports are "10-K" forms for the SEC.

 

Private companies

 

Forbes Largest Private Companies list -- Covers the largest U.S. private companies

(2019 / 2017 / 201620152014 / 2013 / 2012)

 

BC Business -- Top 100 Companies (includes some private firms)

 

Company histories

 

International Directory of Company Histories
Covers thousands of companies, each of which is a leader in their industry or geographic area.

 

Other relevant library guides

 

Annual reports

 

Ratio analysis

 

Industry surveys

 

 

Industry overviews:

 

Understanding the industrial context of a company – the major competitors, demand drivers, barriers to

entry, degree of consolidation, etc. – is important if you want to understand and affect the position of a

company within that industry. 

 

IBISWorld Industry Reports has reports on a broad range of industries in Canada, the USA, and

China. For example: Commercial Banking in the US. Be sure to also explore the Canada and

US Business Environment Profiles in IBISWorld. These profiles provide insight into the key

drivers that have a material affect on the performance of many industries. Topics covered

range from exchange rates to obesity to weather conditions.

 

For additional sources of this sort, see Mark Bodnar’s research guide to Industry Surveys.

 

 

Market analysis & data:

 

Detailed information on the sales of specific products is very valuable to companies.

As a result, it's often either not published, or only available for a high price. 

 

Fortunately, some market research firms sell their data and analysis to academic institutions at a

discounted price (see below), but you should still expect to have to work with broader or related

information in many cases: even the best marketing databases don't cover every topic.

 

Passport for information on the markets of FMCGs (fast moving consumer goods) & consumer

services in many countries. Passport includes data on market sizes, brand shares, distribution

methods & more. Also search for reports (analysis) on key consumer trends & company strategies.

For more market data/analysis sources, try Mark Bodnar’s Market Research guide and his 

International Market Research guides.

 

Miscellaneous: 

 

If you are having trouble filling some of your information gaps, try Statista, a portal

that integrates statistics from thousands of sources. You can think of Statista as

Google focused on useful statistics and without the many irrelevant hits and ads!

Like Google, of Statista can be great at unearthing odd statsyou can't find elsewhere.

For instance, if you were searching for market size data for toasters, the closest our

Passport database would provide is "small kitchen appliances," but Statista finds 

toaster sales data in multiple countries and displays it in pre-formatted charts. 

If you follow Statista's links to the original sources they can offer additional useful info.

For example, this Statista chart on toaster sales in the US came from page 48 of

this industry magazine. Statista can often help quantify trends (e.g., fintech) or gather
deep data on firm-specific sales (e.g., Under Armour) or product types (e.g., sportswear).

 

 

Help:

 

You are not alone! Here's a process to follow if you get stuck:

1.   Re-read your assignment to be sure you understand your instructor's expectations.

2.   Refresh your understanding of this sort of secondary research by watching this short

video: Secondary Research for Business Decisions: Foundations for Estimates 

3.   Check for Help functions in each database. 

4.   Use our AskAway chat reference service to ask a librarian questions about research

resources and strategies.

5.   Try emailing me ( sheppard@sfu.ca ) or Mark Bodnar (Business & Economics Librarian)

at mbodnar@sfu.ca with details on what you are hoping to find and where you've been

searching, and he or I may be able to suggest alternative ways to approach the problem.

This approach may involve a meeting (online), so may take a few days to arrange.

Be sure to try the steps above first.

 

I hope these tips help.  Good luck with your research!