Thursday, 27 April 2017

White Paper: Altering Course to Provide Clarity in Murky Waters


“We’re not in the shipping business; we’re in the information business.” Peter Rose, Founder of Expeditors.

The UK’s freight forwarders are an important cog in UK PLC’s export machine – a machine that is ramping up in the wake of the Brexit vote, with the fallen pound making our products more competitive overseas, and with a government drive to increase exports, particularly among small- and medium-sized enterprises (SMEs). Exports have already risen since the Brexit vote, and are growing at the fastest rate in six years (CBI); and freight forwarders are there – particularly for those taking uncertain first forays into international markets – to organise shipments, as experts in the logistics network. They offer a variety of services, with some more diversified than others, from packaging and sending single items, to warehousing large shipments, to fully-operating as a company’s outsourced export department. And, of course, they act as import agents too.

This is a highly competitive industry, and particularly so given research from the US by consultancy firm A.T. Kearney – a good firm, with whom I have worked in the past – that showed the levels of profitability achievable in freight forwarding, with the top companies achieving a return on capital (ROC) akin to that of Apple.

From where I am based, near Telford – right on the M54, 25 miles from the M6, 29 miles from the M5, 40 miles from Birmingham Airport, and 80 miles from the port at Liverpool – there is a robust local road freight sector. Looking at the SIC code that most such companies file under, there are 1,261 firms in the immediate vicinity covering TF (133), SY (179), WV (441) and ST (508) postcodes. Turning to freight forwarding specifically – given only a small portion of these will be forwarders – the membership of the British International Freight Association (BIFA) shows 67 members within a 25 mile radius of Telford – which, clearly, is competition enough. They are mapped below, noting the gatherings along motorway corridors around the Black Country and West Birmingham – they are often treading on each other’s toes on the same business parks or streets.



Not only is there competition in terms of the number of freight forwarders, but also their near-parity in a fragmented market. Excluding those that are national or multi-national, with a footprint in the region, and one other that is local but is far more highly-diversified than the rest, the chart below shows market share estimates (redacted) for these companies, if we considered the region as a discrete market. None has more than 9% share, with the top four all having between 7% and 9%, and ten having between 2% and 3%. Again, A.T. Kearney has it right when they say that, “…the market is still fragmented – with a mix of global providers, thousands of small competitors, and a rash of market forces disrupting business as usual.”


There are a number of highly-competitive clusters. The foremost cluster of four are Birmingham-based (with one in Walsall, just outside), before the larger middle cluster spread all across the Black Country, Wolverhampton, Staffordshire and Telford. The bottom eleven-or-so are largely specialist (i.e. industry niche), new companies, or small family-type firms.

Scale is important in this sector – particularly because larger forwarders get better rates and can book capacity well in advance – so all of these firms will be pursuing growth determinedly in a growing market. The point to take away is that it’s hard if you’re a local freight forwarder in the middle of this: you have ten-or-so firms breathing down your neck, and a further ten-or-so just ahead of you; in addition to another ten-or-so a long way ahead of you, and ten-or-so in a niche or new.

And that is just the level of competitiveness that we have here, within a small radius of Telford and where we are not even at the heart of what is, clearly, a global industry – just 4.5% of BIFA’s 1,500 members are in this area, largely because it is not in the proximity of major ports or airports, and even Birmingham Airport is only the eleventh largest in the UK for freight (seventh for passengers). By contrast, nearly half of the industry is concentrated within a 25 mile radius of central London, with large concentrations across the South East (Suffolk, Kent, Hampshire) – an area that provides access to ports at London, Felixstowe, Dover, Southampton; as well as Heathrow, Stansted and Gatwick (three of the top five for air freight). The largest concentration outside of London is in the North West, with close to one-fifth of the industry being within a 25 mile radius of Warrington, thereby encompassing the ports at Liverpool and Manchester Airport (fourth largest for freight). From the perspective of our cluster, this could be viewed in two ways: perhaps the local area is less competitive than others, meaning it’s easier to win business with local importers and exporters; or, perhaps, these firms are at a disadvantage when competing nationally due to not being in such close proximity to key infrastructure.

The chart below shows the share of the UK’s forwarders that are in different locations, while the map overlays that (size of circle) with the UK’s ports and airports (size depicted by size of image).

Diversification – “altering course”

In a highly competitive, and reasonably homogenous sector, it is increasingly important that forwarders find ways to differentiate themselves from the competition. This is a point recognised by A.T. Kearney, among others, in their report, ‘Thinking outside the box(shame they didn’t take their own advice with the clichéd title; they could at least have gone for “container”, rather than “box” for a bit of relevance). In addition to this, I have reviewed two other papers, one out of Oxford University[1], and one out of Erasmus University Rotterdam (‘Diversification in the Dutch International Freight Forwarding Industry’, by Yusuf Yusufoglu).

A.T. Kearney states that freight forwarders need to diversify, add differentiated offerings and more added-value services. The predominant reasons for doing so – evidenced across all three papers – are: a) the increasingly competitive environment; b) due to decreasing profits in the core business, i.e. to improve profitability; and, c) due to increasing customer demands.

“Complex demands arise because customers, seeking to improve their supply chains, present freight forwarders with a huge universe of opportunities to design customized services. Customized value-added services can allow freight forwarders to keep high margins, escaping the sad fate of standardized transportation services, which are increasingly commoditized.” Jeff Ward, Partner, A.T. Kearney.

I would add another, more positive reason, in that the UK export market faces huge opportunities – but currently uncertain and undetermined – driven by the weaker pound, but also the national strategic interest in exporting and the array of new trade deals in the coming years; while, simultaneously, the import market presents various threats.

A summary of the key areas of diversification, identified by these papers, are as follows:

·         (A.T. Kearney) Protect revenues with innovation – develop a “sticky”, differentiated offering.

·         (A.T. Kearney) Establish focus and critical mass, by region and industry; maximise profits by adapting the offering to serve the most attractive customer segments – “forwarders that focus on a particular region gain administrative and marketing expertise in that region.”

·         (A.T. Kearney) Expand relationships, sophisticated value-added services – “the more services the forwarder provides, the more influence it wields, and the stronger and stickier its relationship with the customer.”

·         (A.T. Kearney) Win new business by attracting new customers in developing markets.

·         (Oxford) Strategic partnerships within the supply-chain, deepening the relationship with customers.

·         (Oxford) Emphasis on knowledge and expertise.

·         (Oxford) Value-added services.

The more services the forwarder provides, the ‘stickier’ its relationship with the customer.” A.T. Kearney.

The importance of all of this cannot be understated. Firstly, as already alluded to, forwarders will be seeking greater market share (scale) in a market with anticipated growth – it’s about to get a whole lot more competitive, and diversified companies are more likely to have higher revenues, because they offer more services, and tend to do so at stronger margins. Secondly, without diversification, a forwarder’s only option to become more competitive is to cut prices, which is not a great place to be strategically (see Porter’s Generic Strategies and Bowman’s Strategy Clock, which I blogged about here).

Many freight-forwarders are already highly-diversified, often into the wider logistics chain, including warehousing, or into added-value services such as insurance. The highly-diversified competitor that I kept off the market share chart previously is one such example, in that it offers consultancy services and a wide array of logistical and warehousing solutions – it would have stood out, with 11.2% market share, already suggesting the benefits of diversifying.

The chart below shows the return on capital employed (ROCE, X axis), the gross margin (Y axis), and the revenue per employee (bubble size) for the local companies where these calculations could readily be made. The company just mentioned – which offers consultancy services mostly around logistics and lean – stands out, with a ROCE (84%) far higher than any other, and gross margins (24%) and revenue per employee right up there too. Another interesting observation – given the nature of this paper – is that the one that stands out with the highest margins is also the only one that publishes its own ‘White Papers’ and thought-leadership pieces on its website (see picture below)!

While this chart is not definitive – it is based on one year of data, and there can be various other factors affecting these – it is, nevertheless, true to say that the companies towards the upper-right segment of the chart are the most diversified; and those in the bottom-left segment of the chart are the least diversified, predominantly just offering freight with little focus on wider services or consultancy.[2] Five of the six highest positions on gross margin are occupied by the five most diversified companies.





Diversification: a threat, as well as an opportunity

Diversification, of course, works both ways; it is both an opportunity, and a threat. Freight forwarding firms diversifying into the wider logistics and marketing chain is a hot topic in the industry, but what about the threat of the reverse also being true? The margins outlined in the chart immediately above, and in the A.T. Kearney report, make this an eminently attractive proposition.

It should not be overlooked that any number of the freight companies in this area – the 1,261 mentioned previously – could have an eye on diversification into freight forwarding, especially so given the anticipated continued growth of UK exports. I can immediately think of three locally – one on the map above, two not – that have done so in the last few years.

One is in a specialist sector, representing a diversification into freight forwarding and logistics from an import / export company. Another is a logistics company that has diversified into freight forwarding, and began to push this service last year: “Having launched their International Services…[Company] has now emerged as a total logistics & supply chain solution partner.” And the third is the subject of the case study below:

Case Study: Black Country Logistics Firm

A road freight company in the Black Country started out as a small courier and, through acquisition and organic growth, has expanded its services over two decades, culminating in a relocation to a large new facility in 2016, enabling further vertical diversification in the logistics industry (warehousing). The company added air freight to their services along the way, and have made further moves recently. They incorporated an Irish subsidiary in 2015; then appointed a Business Development Manager in February 2016, who came from a freight forwarding background and, specifically, a company that specialises in movements to-and-from Ireland. They added a Daily Ireland Service in July 2016, which they have started to promote more heavily, for example via Twitter, in recent months. What’s their next step? More recently, their Twitter account has promoted services for, “all your import and export needs.” How close a competition does it bring this new entrant to your business?




And those are just recent, local, examples – I haven’t even mentioned Amazon!

“Clarity in Murky Waters”: Export Market Intelligence

Now I would like to introduce another premise, pointing towards the area of diversification that I can develop for a freight forwarder, addressing an identified market failure. Nearly half of small businesses have identified market intelligence as a challenge to exporting, the second most significant factor; while the OECD showed that SMEs found “identifying foreign business opportunities” and “limited information to locate/analyse markets” to be the second and third most significant barriers.[3] Freight forwarders exist to enable their customers to overcome all of the practical barriers involved with importing and exporting, so the Challenger MI proposal is a partnership with a forwarder in order to add a market intelligence service to help their customers overcome this barrier too.

And this is important now, more so than ever, as we are entering uncharted, and murky, waters with the UK beginning to carve out a new position in the global economy, in the wake of the Brexit referendum. While this presents significant opportunities, one concern, for example, was that the Institute of Export found that 42% of its members were forecasting long-term decline if Britain left the Single Market – this was post-referendum pessimism, in my view, but directly results in future lost business for freight forwarders if it does transpire. Likewise, import costs are likely to rise, meaning that forwarders will be squeezed by their customers on that side of their business.

Regardless of that, more recent research from the Institute of Export showed that the majority of its members are optimistic about future global trade opportunities, with 54% seeing the extension of overseas markets as their single biggest opportunity in 2017. And the two biggest areas of investment for exporters will be new markets and marketing – both of these should be preceded by market intelligence, and this points towards additional revenue potential for forwarders if they can get involved in these activities.

So, with companies reviewing and refreshing their import / export strategies, realigning their budgets and focus, I contend that freight forwarders, with their expertise supplemented by additional analytical capability, are well-placed to get a piece of this pie too.

Challenger MI has worked directly with a number of SMEs – from a sweet maker, to a generator distributor, to a GPS manufacturer and a fertiliser company – on projects to identify the best export opportunities for them. The general approach is shown in the Challenger MI Export Market Intelligence Cycle, with more detail and examples in Appendix 1.


In summary: this is a methodical approach to identifying and prioritising target markets for export, using proven analytical techniques and a combination of a company’s internal data and trade data. A freight forwarder adds considerable value to this approach through its general experience of the markets concerned, through its contribution to any primary research via its networks ‘on the ground’, and through the ability to take action upon the findings.

The benefits to the customer: The ultimate objective behind this analysis – as with any market intelligence – is to inform the client’s export strategy, and prioritise their investment in the markets that present the best opportunities. In turn, this contributes to greater sales, increased volumes shipped, and therefore increased business for the forwarder. In my experience, this type of analysis always turns up opportunities – and prioritises opportunities in such a way – that would not otherwise have immediately sprung to mind. The benefits to the end customer include:

·         Overcoming the market intelligence barrier, identified by half of SMEs and among the most significant barriers to export.

·         Identifying the best export opportunities for investment and growth, enabling the company to align with those.

·         Identifying the current areas of investment that might be best divested.

·         Identifying competitors, understanding their relative position, and therefore being more competitive.

·         Identifying early trends in export markets and anticipating changes.

The Diversified Offer

The OECD study cited earlier also observed that limited firm resources, including a lack of managerial time and knowledge, was a problem for SMEs in pursuing overseas markets. This is a gap that freight forwarders already fill through their existing services, while they also offer further advice to their customers and prospective customers; including on blogs, websites, and sharing information via Twitter and LinkedIn. Hence, a diversified market intelligence offer is, in many cases, an extension of certain value-added services, including consultancy, that some freight forwarders already offer.

Returning to the points that A.T. Kearney, and the other papers, advanced as to what diversification should incorporate, the table below shows how a market intelligence offer contributes to each of those:

Diversification recommended
Market Intelligence offers…
(A.T. Kearney) “Establish focus and critical mass, by region and industry; maximise profits by adapting the offering to serve the most attractive customer segments.”
Market intelligence can identify what these key industries and regions are, how they are changing, and which of your customers and – importantly – your prospects are going to be interested in them. For example, identifying the growth trends for particular UK export products will enable a forwarder to prioritise its focus.
(A.T. Kearney) “Expand relationships, sophisticated value-added services.”

(Oxford) “Strategic partnerships within the supply-chain, deepening the relationship with customers.”

(Oxford) “Value-added services.”
By offering market intelligence, a freight forwarder attains a new level of strategic partnership with customers, expanding and deepening those relationships in an area that many SMEs struggle with. What’s more, it also involves the freight forwarder at least one stage, maybe two, ahead of where they would otherwise be involved, “deepening the relationship”.
(Oxford) “Emphasis on knowledge and expertise.”
Market intelligence is a ‘knowledge industry’. By offering this service, a forwarder will be conveying new knowledge to the customer and, inevitably, enhancing its own knowledge. The offer can also manifest itself in the form of blogs, Tweets, product or country-themed briefing events, as a demonstration of the forwarder’s thought-leadership.
(A.T. Kearney) “Win new business by attracting new customers in developing markets.”

(A.T. Kearney) “Become customer and sales oriented.”
Market intelligence enables forwarders to identify new business opportunities by identifying the developing export markets in the UK and aligning with those. In a recent project, for example, I identified that UK guitar exports had grown 33%, in a market that had declined worldwide.

It also enables a forwarder to win new business with an entirely new offering to its prospective customers – it could potentially bring in business from companies that had never thought about exporting before.

It is also customer-oriented, given that its main objective is to address a barrier that customers face to exporting, and to increase their sales.

The benefits to the forwarder:

“We rise by lifting others.” Robert Ingersoll.

“A rising tide lifts all boats.” John F. Kennedy.

As well as addressing the diversification imperative identified in the industry, other specific benefits of developing a market intelligence offer for freight forwarders include:

·         Increased sales, courtesy of identifying greater opportunities for customers to increase their own sales. “We rise by lifting others.”

·         Improved margins, as there are generally stronger margins in value-added services.

·         Standing out in a highly-competitive, often homogenous, market by offering a new and innovative service.

·         Attracting new customers, with a new service, and often at an earlier stage in the decision-making process – typically, a customer decides it wants to export, and then approaches a forwarder; whereas this offer enables a forwarder to approach prospective customers with a powerful message: “we know the ten fastest growing markets for your product, and we can help you get your product there.”

·         Deepening relationships with existing customers, and providing a new service to offer to the current customer base.

·         It is, inherently, an ongoing piece of work as markets change, the data changes, and should be reviewed at least annually – it is another regular touchpoint between the forwarder and their customers, and a way of re-engaging lapsed customers.

·         Enhance the forwarder’s own business development efforts, by understanding and aligning with growth segments (products) and markets (countries, regions) as a specialism.

·         And, likewise, counter threats (declining segments and markets) through their own market analysis, enabled by having an analyst on-board.

·         Using thought-leadership pieces for positive PR and customer engagement.

·         Seep the learning through the business, i.e. ‘data mastery’ (another of A.T. Kearney’s points), instilling a data-driven culture, providing foresight for the forwarder’s own business. This is particularly applicable for the powerful tracking software that forwarders utilise – are you getting the full analytical capability out of it?

Examples of Good Practice – Some Competitors are Already Ahead of You

“We’re not in the shipping business; we’re in the information business.” Peter Rose, Founder of Expeditors.

Expeditors – arguably the gold standard in the industry – derives about a quarter of its revenue from wider services[4] and includes “data & analytics” and “data integration & visibility” among those. Buzzwords in their ‘corporate culture’ include: “insight”, “vision” and “curiosity”. At the time of writing, they are recruiting a Director for Global Enterprise & Analytics, a CRM Business Analyst, 3 x Pricing Analysts, an Associate Analyst, 2 x Customer Business Analysts, and 6 x Business Process Analysts. In total, they are currently recruiting for 19 roles with the word "analyst" in the job title.

That’s a lot of analysis! And, granted, they are a massive multinational company – Fortune 500, 15,000 staff, 300 locations. But what if I told you that I wholeheartedly believe that SMEs have greater competitive advantage to be gained from such analysis than their larger rivals do? This is at the heart of my thinking, will be a future white paper, but largely boils down to the greater adaptability of SMEs, and the shortened lead time between intelligence and decision-making. One analyst in an SME can be as effective as an army of them in a large, bureaucratic, slow-moving organisation.

But it’s not just this global leader, as there are examples of good analytical practice elsewhere in the industry too. Flexport, US-based but with a European footprint in Amsterdam, are among the most advanced as a disruptor in the industry, a “data-driven freight forwarder.” They offer supply chain analytics and business intelligence to their customers.


In the UK, there is another example of a North West-based forwarder (not on the map) that works very closely with an export growth consultancy that provides strategic planning and marketing services, including some market research – the partnership enables all firms concerned to grow together. That forwarder is also at the forefront of thought-leadership in general, with advice distributed via blog posts and trade magazines. Elsewhere, there is a Midlands-based forwarder (on the map), that is very active in endorsing research services available through other partners, and also markets its own analytical products to customers, in the form of ‘KPI packs’ – this is not necessarily market intelligence, but the wider ‘data mastery’ piece. And, one step further, other forwarders, including a prominent one in the North West, that offer a fully-outsourced export department – clearly an export department would want to conduct market research, and hence this service can be offered too.


But there is nobody doing quite what Challenger MI is proposing to do in partnership with a forwarder: offering in-house market intelligence services to customers in order to identify the best markets for their growth, and thereby the forwarder’s growth too.

Conclusion: Let’s Address a Market Failure

Now is the ideal time for freight forwarders to diversify, while addressing a recognised need for market intelligence among SMEs wanting to export. There is a market failure here: an October 2016 World First report showed that the proportion of UK SMEs selling outside the UK has been falling for a decade, to fewer than one-fifth, and that we drastically lag other developed economies on this. Only 5% of SMEs had plans to start exporting in the next five years. There is a £141bn opportunity being missed.

SMEs need assistance in identifying the opportunity (market intelligence) and then getting at it (freight forwarder).

It is my contention that exporters, and potential exporters, have a massive opportunity before them in Brexit: new free trade agreements, a weaker pound, increasing global trade. But they will need to pick the right path through the global economy in the coming years – the knowledge and expertise of freight forwarders, combined with comprehensive market analysis, can ensure this.

“A forwarder can take further control of its own destiny.”

If only 5% of SMEs plan to begin exporting in the next five years, and if 42% of the Institute of Export’s members experience long-term decline, then freight forwarders will suffer. But, as mavens in the industry, they can play a pivotal role in increasing the former number and decreasing the latter, by presenting solutions to this market failure. A market intelligence offer can contribute to this: growing the volumes of a forwarder’s customer, thereby those of the forwarder itself, enabling a forwarder to further control its own destiny in an uncertain environment.

Their expertise will be sought out as we move forward uncertainly – how many of you have already been asked about Brexit, or written an article about it? So why not commoditise this as a formal market intelligence offer?

The Challenger MI Proposal

The Erasmus University Rotterdam paper showed that the diversified freight forwarders in its sample saw the range of services that they offer as key to competitive advantage – market intelligence is a service that few forwarders are currently offering and hence, being unique, is another potential source of competitive advantage.

Challenger MI is seeking a partnership approach with a freight forwarder that wants to develop a market intelligence consultancy offer along these lines. It is a proposal that deepens the existing relationship between a forwarder and its customers and, importantly, develops another channel through which a forwarder can acquire new customers. It contributes to many of the points that A.T. Kearney raised as to how freight forwarders need to diversify.

I am an MBA-qualified market analyst, focused on translating intelligence into action, and with experience of export market research. If you would like to discuss this, or any other projects related to how you can further develop your ‘data mastery’, then please get in touch.
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APPENDIX 1: The Challenger MI Export Market Intelligence Cycle

The approach that Challenger MI has taken to various export market intelligence projects to date resembles something like the below:


Review Existing Export Markets & Evaluate All Global Markets

The purpose of these first two stages is to produce a longlist of target markets, prioritised on the Challenger MI Export Screen Matrix – this evaluates the market in any given country according to its market attractiveness (typically size and growth), and the company or wider UK’s strength in that market. The position of a country along the X and Y axes is determined against a set of fixed parameters, clearly identifying initial priority targets.

The example below was an output for a fertiliser company with which Challenger MI worked, as it looked to build its export business. It first evaluated their existing markets (yellow) against the agreed parameters, finding an interesting dichotomy between three that should clearly be capitalised on with further investment, and three that might be divested. This company also wanted to explore the BRIC (blue) and MINT (green) countries – which roll off the tongue of any Financial Times reader when talking about export opportunities – although none made it into a green segment here. And these were evaluated against a range of other countries, producing clearly prioritised targets.


The first source of data – as I recommend with any market intelligence – is the company’s own internal data, and especially if it already has existing export markets. But the matrix is mostly informed by the abundance of open data on trade – from UKTI, the UN and the EU – which can reveal trends in market size, growth and the UK’s market share for every country and commodity code.

This data can also answer other, often more important questions, such as:

·         Is there latent demand for UK products? Perhaps one of the most important ways to reveal an opportunity, in my opinion, and similar to the thinking behind a recent Prosperity UK report.

·         Which countries is the UK competing with for exports of this commodity?

Secondary Research, e.g. PESTLE

Beyond trade data there is all manner of other data that can help to inform export decisions. This will include macro-economic data, such as GDP, and its components like Gross Fixed Capital Formation, GDP per capita (the most common indicator of wealth), and currency fluctuations. But it might also include all of the PESTLE factors (political, economic, social, technological, legal, environmental) or STEEPLED factors (adding demographic and ethical).

The recent example below, for a manufacturer of GPS trackers, looked at the three dimensions of: GDP per capita, as an indicator of national wealth; vehicle ownership, as an indicator of potential market size; and vehicle thefts, to determine the extent to which the problem that this company can solve actually exists in each country. Again, alongside all of the other data considered, it produced a list of prioritised targets for investment.


Other examples of good macro-economic analysis have included:

·         In 2013, I was asked to prepare a paper on the Irish economy, in order to help set sales targets for that area. I concluded that Ireland had been, “hit harder [by the recession], fallen further, was slower getting up, but is now coming out swinging”, and recommended anticipatory investment to get ahead of the curve. Ireland is now the fastest-growing economy in the EU. I looked at a variety of metrics, notably gross fixed capital formation (GFCF).

·         Likewise, when reviewing the market for generators in Sierra Leone, I found an astounding growth in GFCF, the most important component of GDP for firms in the machinery business.

·         A project for a specialist agricultural education provider, looking for the best markets from which to attract overseas students. Of course, an array of developing countries were identified, but my analysis cross-tabulated the size of the rural population with gross value added from agriculture to determine the countries most likely to have large populations of people requiring higher-level agriculture skills, thereby changing the priority targets.





As well as macro-economic data, there are all sorts of other – much more micro and specific to the import / export industry – sources of data available commercially. For example, the services provided by companies such as Datamyne (and numerous others), whereby they present information from ‘Bills of Lading’ forms to provide details of imports and exports by specific companies – a great source of competitive intelligence, and also helping to identify potential customers.

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Review Competitors

Analysis of trade data will show, firstly, which countries are also exporting the given commodity and to which specific partners. This can change assessments as to where the best opportunities lie. In the fertiliser example above, many Eastern European nations emerged as top opportunities (there are six in the green segments); but in the case of most of those, Russia – the world’s largest exporter of chemical fertiliser – dominated the markets: 60% in Latvia, 46% in Estonia and 45% in Lithuania, for example.

Likewise, when analysing the market for generators in Sierra Leone, I identified a longer-running trend of the UK losing market share to the likes of China and India.


In both examples, therefore, the longlist of target markets produced in the previous stages is refined further, with these opportunities dropping down and others looking more attractive.

Then, further analysis can be done to pin down the specific competitors. This is important for establishing how the client’s offer will be dressed-up: are they better quality? Are they cheaper? The likes of Datamyne, mentioned above, offer one way to do this; but it can also be done without the outlay on such tools. As I have found equally useful, once the competitor countries have been identified it is more often than not possible to establish the main players in that market from desk research, through internet searches. In the example of the fertiliser company, we identified the specific Russian companies they were likely to be competing with and could therefore make assessments as to the quality of their product and, therefore, how to market the client’s product.

Primary Research

At some point, it will become necessary to collect primary data from the ground, in order to understand the market in depth – including its structure, culture, and specific industry players. Beyond the normal methodologies for primary research – such as surveys, interviews and focus groups – this is where freight forwarders can also add considerable value and something different, by exploiting their extensive overseas networks for primary data collection.

Talking to contacts in-country will help in understanding much of the more detailed, often subjective, information requirements, such as cultural factors, purchasing behaviour, and the structure of particular industries.

Finalise Shortlist for Further Analysis

All of the above results in a shortlist of prioritised target markets, and an indication as to the scale and apportionment of investment in each market. Recognising the barriers that SMEs face in identifying the best markets, this provides a solid basis on which to make these investment decisions, which are important to get right given the more limited resources available to SMEs. Then, the work to identify specific customers – again through a combination of desk research and primary research – and the real hard work of getting the product to them begins in earnest.



APPENDIX 2: Examples of PR and Promotional Uses of Data










[1] Markides, V., & Holweg, M., On the Diversification of International Freight Forwarders: A UK Perspective, International Journal of Physical Distribution & Logistics Management, Vol. 36, Iss. 5, pp.336-359.
[2] Based on analysis of the services that they offer on their websites.
[3] OECD (2009), Top Barriers and Drivers to SME Internationalisation, Report by the OECD Working Party on SMEs and Entrepreneurship, OECD.

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