Introduction

Developed by Michael Porter in 1979, the Five Forces framework is one of the most influential tools for industry analysis. It helps managers understand the competitive forces that shape industry profitability and develop strategies to improve their competitive position.

The central insight is that competition extends beyond direct rivals to include four other forces that collectively determine industry attractiveness and long-term profitability.


Force 1: Competitive Rivalry

The intensity of competition among existing firms in the industry.

Rivalry is HIGH when:

  • Many competitors of similar size
  • Slow industry growth (fighting for share)
  • High fixed costs (pressure to fill capacity)
  • Low differentiation (compete on price)
  • High exit barriers (firms stay even when unprofitable)
  • Diverse competitors with different strategies

Example: Airlines

High rivalry due to similar services, high fixed costs, price transparency, and perishable inventory (empty seats can't be stored).


Force 2: Bargaining Power of Suppliers

The ability of suppliers to raise prices or reduce quality.

Supplier Power is HIGH when:

  • Few suppliers dominate the market
  • No substitutes for the input
  • Switching costs are high
  • Suppliers can forward integrate
  • Industry is not important to suppliers
  • Input is critical to buyer's product

Example: Intel

Intel had high supplier power in PC industry due to few alternatives, high switching costs, and strong brand ("Intel Inside").


Force 3: Bargaining Power of Buyers

The ability of customers to drive down prices or demand more value.

Buyer Power is HIGH when:

  • Few buyers purchase large volumes
  • Products are undifferentiated
  • Switching costs are low
  • Buyers can backward integrate
  • Purchase is significant portion of buyer's costs
  • Buyers are price-sensitive
  • Full information about alternatives

Example: Walmart

Walmart has enormous buyer power over suppliers due to its massive purchasing volume and ability to switch suppliers easily.


Force 4: Threat of Substitutes

The availability of alternative products that serve the same need.

Substitute Threat is HIGH when:

  • Substitutes offer better value (price-performance)
  • Switching costs are low
  • Buyers are willing to switch
  • Substitute industry is highly profitable
Key Insight: Substitutes are not the same as competitors. Substitutes are different products that meet the same customer need. Example: Video conferencing is a substitute for air travel (for business meetings).

Force 5: Threat of New Entrants

The ease with which new competitors can enter the industry.

Barriers to Entry

BarrierDescription
Economies of ScaleLarge-scale operations reduce costs
Capital RequirementsHigh investment needed to compete
Brand IdentityEstablished brands have loyal customers
Switching CostsCustomers locked into current suppliers
Access to DistributionChannels controlled by incumbents
Government PolicyLicenses, regulations, patents
Expected RetaliationIncumbents likely to fight back

Applying the Framework

Steps for Analysis

  1. Define the industry boundaries clearly
  2. Assess each force (High/Medium/Low)
  3. Identify key drivers of each force
  4. Determine overall industry attractiveness
  5. Develop strategies to improve your position

Strategic Responses

  • Position: Find position where forces are weakest
  • Exploit changes: Anticipate shifts in forces
  • Reshape forces: Change industry structure in your favor

Conclusion

Key Takeaways

  • Five forces determine industry profitability
  • Rivalry: Competition among existing firms
  • Supplier power: Ability to raise prices or reduce quality
  • Buyer power: Ability to drive down prices
  • Substitutes: Different products meeting same need
  • New entrants: Threat from potential competitors
  • Strategy: Position, exploit changes, or reshape the forces
  • Framework helps identify where to compete and how to win