From a78a21d3398d4299bc21966e10d1d675743f6e60 Mon Sep 17 00:00:00 2001 From: dfty Date: Thu, 29 Jan 2026 22:15:14 +0800 Subject: [PATCH] Initial commit for market-research-reports --- SKILL.md | 904 ++++++++++++++++ assets/FORMATTING_GUIDE.md | 428 ++++++++ assets/market_report_template.tex | 1380 +++++++++++++++++++++++++ assets/market_research.sty | 564 ++++++++++ references/data_analysis_patterns.md | 548 ++++++++++ references/report_structure_guide.md | 999 ++++++++++++++++++ references/visual_generation_guide.md | 1077 +++++++++++++++++++ scripts/generate_market_visuals.py | 529 ++++++++++ 8 files changed, 6429 insertions(+) create mode 100644 SKILL.md create mode 100644 assets/FORMATTING_GUIDE.md create mode 100644 assets/market_report_template.tex create mode 100644 assets/market_research.sty create mode 100644 references/data_analysis_patterns.md create mode 100644 references/report_structure_guide.md create mode 100644 references/visual_generation_guide.md create mode 100755 scripts/generate_market_visuals.py diff --git a/SKILL.md b/SKILL.md new file mode 100644 index 0000000..47b8b17 --- /dev/null +++ b/SKILL.md @@ -0,0 +1,904 @@ +--- +name: market-research-reports +description: "Generate comprehensive market research reports (50+ pages) in the style of top consulting firms (McKinsey, BCG, Gartner). Features professional LaTeX formatting, extensive visual generation with scientific-schematics and generate-image, deep integration with research-lookup for data gathering, and multi-framework strategic analysis including Porter's Five Forces, PESTLE, SWOT, TAM/SAM/SOM, and BCG Matrix." +allowed-tools: [Read, Write, Edit, Bash] +--- + +# Market Research Reports + +## Overview + +Market research reports are comprehensive strategic documents that analyze industries, markets, and competitive landscapes to inform business decisions, investment strategies, and strategic planning. This skill generates **professional-grade reports of 50+ pages** with extensive visual content, modeled after deliverables from top consulting firms like McKinsey, BCG, Bain, Gartner, and Forrester. + +**Key Features:** +- **Comprehensive length**: Reports are designed to be 50+ pages with no token constraints +- **Visual-rich content**: 5-6 key diagrams generated at start (more added as needed during writing) +- **Data-driven analysis**: Deep integration with research-lookup for market data +- **Multi-framework approach**: Porter's Five Forces, PESTLE, SWOT, BCG Matrix, TAM/SAM/SOM +- **Professional formatting**: Consulting-firm quality typography, colors, and layout +- **Actionable recommendations**: Strategic focus with implementation roadmaps + +**Output Format:** LaTeX with professional styling, compiled to PDF. Uses the `market_research.sty` style package for consistent, professional formatting. + +## When to Use This Skill + +This skill should be used when: +- Creating comprehensive market analysis for investment decisions +- Developing industry reports for strategic planning +- Analyzing competitive landscapes and market dynamics +- Conducting market sizing exercises (TAM/SAM/SOM) +- Evaluating market entry opportunities +- Preparing due diligence materials for M&A activities +- Creating thought leadership content for industry positioning +- Developing go-to-market strategy documentation +- Analyzing regulatory and policy impacts on markets +- Building business cases for new product launches + +## Visual Enhancement Requirements + +**CRITICAL: Market research reports should include key visual content.** + +Every report should generate **6 essential visuals** at the start, with additional visuals added as needed during writing. Start with the most critical visualizations to establish the report framework. + +### Visual Generation Tools + +**Use `scientific-schematics` for:** +- Market growth trajectory charts +- TAM/SAM/SOM breakdown diagrams (concentric circles) +- Porter's Five Forces diagrams +- Competitive positioning matrices +- Market segmentation charts +- Value chain diagrams +- Technology roadmaps +- Risk heatmaps +- Strategic prioritization matrices +- Implementation timelines/Gantt charts +- SWOT analysis diagrams +- BCG Growth-Share matrices + +```bash +# Example: Generate a TAM/SAM/SOM diagram +python skills/scientific-schematics/scripts/generate_schematic.py \ + "TAM SAM SOM concentric circle diagram showing Total Addressable Market $50B outer circle, Serviceable Addressable Market $15B middle circle, Serviceable Obtainable Market $3B inner circle, with labels and arrows pointing to each segment" \ + -o figures/tam_sam_som.png --doc-type report + +# Example: Generate Porter's Five Forces +python skills/scientific-schematics/scripts/generate_schematic.py \ + "Porter's Five Forces diagram with center box 'Competitive Rivalry' connected to four surrounding boxes: 'Threat of New Entrants' (top), 'Bargaining Power of Suppliers' (left), 'Bargaining Power of Buyers' (right), 'Threat of Substitutes' (bottom). Each box should show High/Medium/Low rating" \ + -o figures/porters_five_forces.png --doc-type report +``` + +**Use `generate-image` for:** +- Executive summary hero infographics +- Industry/sector conceptual illustrations +- Abstract technology visualizations +- Cover page imagery + +```bash +# Example: Generate executive summary infographic +python skills/generate-image/scripts/generate_image.py \ + "Professional executive summary infographic for market research report, showing key metrics in modern data visualization style, blue and green color scheme, clean minimalist design with icons representing market size, growth rate, and competitive landscape" \ + --output figures/executive_summary.png +``` + +### Recommended Visuals by Section (Generate as Needed) + +| Section | Priority Visuals | Optional Visuals | +|---------|-----------------|------------------| +| Executive Summary | Executive infographic (START) | - | +| Market Size & Growth | Growth trajectory (START), TAM/SAM/SOM (START) | Regional breakdown, segment growth | +| Competitive Landscape | Porter's Five Forces (START), Positioning matrix (START) | Market share chart, strategic groups | +| Risk Analysis | Risk heatmap (START) | Mitigation matrix | +| Strategic Recommendations | Opportunity matrix | Priority framework | +| Implementation Roadmap | Timeline/Gantt | Milestone tracker | +| Investment Thesis | Financial projections | Scenario analysis | + +**Start with 6 priority visuals** (marked as START above), then generate additional visuals as specific sections are written and require visual support. + +--- + +## Report Structure (50+ Pages) + +### Front Matter (~5 pages) + +#### Cover Page (1 page) +- Report title and subtitle +- Hero visualization (generated) +- Date and classification +- Prepared for / Prepared by + +#### Table of Contents (1-2 pages) +- Automated from LaTeX +- List of Figures +- List of Tables + +#### Executive Summary (2-3 pages) +- **Market Snapshot Box**: Key metrics at a glance +- **Investment Thesis**: 3-5 bullet point summary +- **Key Findings**: Major discoveries and insights +- **Strategic Recommendations**: Top 3-5 actionable recommendations +- **Executive Summary Infographic**: Visual synthesis of report highlights + +--- + +### Core Analysis (~35 pages) + +#### Chapter 1: Market Overview & Definition (4-5 pages) + +**Content Requirements:** +- Market definition and scope +- Industry ecosystem mapping +- Key stakeholders and their roles +- Market boundaries and adjacencies +- Historical context and evolution + +**Required Visuals (2):** +1. Market ecosystem/value chain diagram +2. Industry structure diagram + +**Key Data Points:** +- Market definition criteria +- Included/excluded segments +- Geographic scope +- Time horizon for analysis + +--- + +#### Chapter 2: Market Size & Growth Analysis (6-8 pages) + +**Content Requirements:** +- Total Addressable Market (TAM) calculation +- Serviceable Addressable Market (SAM) definition +- Serviceable Obtainable Market (SOM) estimation +- Historical growth analysis (5-10 years) +- Growth projections (5-10 years forward) +- Growth drivers and inhibitors +- Regional market breakdown +- Segment-level analysis + +**Required Visuals (4):** +1. Market growth trajectory chart (historical + projected) +2. TAM/SAM/SOM concentric circles diagram +3. Regional market breakdown (pie chart or treemap) +4. Segment growth comparison (bar chart) + +**Key Data Points:** +- Current market size (with source) +- CAGR (historical and projected) +- Market size by region +- Market size by segment +- Key assumptions for projections + +**Data Sources:** +Use `research-lookup` to find: +- Market research reports (Gartner, Forrester, IDC, etc.) +- Industry association data +- Government statistics +- Company financial reports +- Academic studies + +--- + +#### Chapter 3: Industry Drivers & Trends (5-6 pages) + +**Content Requirements:** +- Macroeconomic factors +- Technology trends +- Regulatory drivers +- Social and demographic shifts +- Environmental factors +- Industry-specific trends + +**Analysis Frameworks:** +- **PESTLE Analysis**: Political, Economic, Social, Technological, Legal, Environmental +- **Trend Impact Assessment**: Likelihood vs Impact matrix + +**Required Visuals (3):** +1. Industry trends timeline or radar chart +2. Driver impact matrix +3. PESTLE analysis diagram + +**Key Data Points:** +- Top 5-10 growth drivers with quantified impact +- Emerging trends with timeline +- Disruption factors + +--- + +#### Chapter 4: Competitive Landscape (6-8 pages) + +**Content Requirements:** +- Market structure analysis +- Major player profiles +- Market share analysis +- Competitive positioning +- Barriers to entry +- Competitive dynamics + +**Analysis Frameworks:** +- **Porter's Five Forces**: Comprehensive industry analysis +- **Competitive Positioning Matrix**: 2x2 matrix on key dimensions +- **Strategic Group Mapping**: Cluster competitors by strategy + +**Required Visuals (4):** +1. Porter's Five Forces diagram +2. Market share pie chart or bar chart +3. Competitive positioning matrix (2x2) +4. Strategic group map + +**Key Data Points:** +- Market share by company (top 10) +- Competitive intensity rating +- Entry barriers assessment +- Supplier/buyer power assessment + +--- + +#### Chapter 5: Customer Analysis & Segmentation (4-5 pages) + +**Content Requirements:** +- Customer segment definitions +- Segment size and growth +- Buying behavior analysis +- Customer needs and pain points +- Decision-making process +- Value drivers by segment + +**Analysis Frameworks:** +- **Customer Segmentation Matrix**: Size vs Growth +- **Value Proposition Canvas**: Jobs, Pains, Gains +- **Customer Journey Mapping**: Awareness to Advocacy + +**Required Visuals (3):** +1. Customer segmentation breakdown (pie/treemap) +2. Segment attractiveness matrix +3. Customer journey or value proposition diagram + +**Key Data Points:** +- Segment sizes and percentages +- Growth rates by segment +- Average deal size / revenue per customer +- Customer acquisition cost by segment + +--- + +#### Chapter 6: Technology & Innovation Landscape (4-5 pages) + +**Content Requirements:** +- Current technology stack +- Emerging technologies +- Innovation trends +- Technology adoption curves +- R&D investment analysis +- Patent landscape + +**Analysis Frameworks:** +- **Technology Readiness Assessment**: TRL levels +- **Hype Cycle Positioning**: Where technologies sit +- **Technology Roadmap**: Evolution over time + +**Required Visuals (2):** +1. Technology roadmap diagram +2. Innovation/adoption curve or hype cycle + +**Key Data Points:** +- R&D spending in the industry +- Key technology milestones +- Patent filing trends +- Technology adoption rates + +--- + +#### Chapter 7: Regulatory & Policy Environment (3-4 pages) + +**Content Requirements:** +- Current regulatory framework +- Key regulatory bodies +- Compliance requirements +- Upcoming regulatory changes +- Policy trends +- Impact assessment + +**Required Visuals (1):** +1. Regulatory timeline or framework diagram + +**Key Data Points:** +- Key regulations and effective dates +- Compliance costs +- Regulatory risks +- Policy change probability + +--- + +#### Chapter 8: Risk Analysis (3-4 pages) + +**Content Requirements:** +- Market risks +- Competitive risks +- Regulatory risks +- Technology risks +- Operational risks +- Financial risks +- Risk mitigation strategies + +**Analysis Frameworks:** +- **Risk Heatmap**: Probability vs Impact +- **Risk Register**: Comprehensive risk inventory +- **Mitigation Matrix**: Risk vs Mitigation strategy + +**Required Visuals (2):** +1. Risk heatmap (probability vs impact) +2. Risk mitigation matrix + +**Key Data Points:** +- Top 10 risks with ratings +- Risk probability scores +- Impact severity scores +- Mitigation cost estimates + +--- + +### Strategic Recommendations (~10 pages) + +#### Chapter 9: Strategic Opportunities & Recommendations (4-5 pages) + +**Content Requirements:** +- Opportunity identification +- Opportunity sizing +- Strategic options analysis +- Prioritization framework +- Detailed recommendations +- Success factors + +**Analysis Frameworks:** +- **Opportunity Attractiveness Matrix**: Attractiveness vs Ability to Win +- **Strategic Options Framework**: Build, Buy, Partner, Ignore +- **Priority Matrix**: Impact vs Effort + +**Required Visuals (3):** +1. Opportunity matrix +2. Strategic options framework +3. Priority/recommendation matrix + +**Key Data Points:** +- Opportunity sizes +- Investment requirements +- Expected returns +- Timeline to value + +--- + +#### Chapter 10: Implementation Roadmap (3-4 pages) + +**Content Requirements:** +- Phased implementation plan +- Key milestones and deliverables +- Resource requirements +- Timeline and sequencing +- Dependencies and critical path +- Governance structure + +**Required Visuals (2):** +1. Implementation timeline/Gantt chart +2. Milestone tracker or phase diagram + +**Key Data Points:** +- Phase durations +- Resource requirements +- Key milestones with dates +- Budget allocation by phase + +--- + +#### Chapter 11: Investment Thesis & Financial Projections (3-4 pages) + +**Content Requirements:** +- Investment summary +- Financial projections +- Scenario analysis +- Return expectations +- Key assumptions +- Sensitivity analysis + +**Required Visuals (2):** +1. Financial projection chart (revenue, growth) +2. Scenario analysis comparison + +**Key Data Points:** +- Revenue projections (3-5 years) +- CAGR projections +- ROI/IRR expectations +- Key financial assumptions + +--- + +### Back Matter (~5 pages) + +#### Appendix A: Methodology & Data Sources (1-2 pages) +- Research methodology +- Data collection approach +- Data sources and citations +- Limitations and assumptions + +#### Appendix B: Detailed Market Data Tables (2-3 pages) +- Comprehensive market data tables +- Regional breakdowns +- Segment details +- Historical data series + +#### Appendix C: Company Profiles (1-2 pages) +- Brief profiles of key competitors +- Financial highlights +- Strategic focus areas + +#### References/Bibliography +- All sources cited +- BibTeX format for LaTeX + +--- + +## Workflow + +### Phase 1: Research & Data Gathering + +**Step 1: Define Scope** +- Clarify market definition +- Set geographic boundaries +- Determine time horizon +- Identify key questions to answer + +**Step 2: Conduct Deep Research** + +Use `research-lookup` extensively to gather market data: + +```bash +# Market size and growth data +python skills/research-lookup/scripts/research_lookup.py \ + "What is the current market size and projected growth rate for [MARKET] industry? Include TAM, SAM, SOM estimates and CAGR projections" + +# Competitive landscape +python skills/research-lookup/scripts/research_lookup.py \ + "Who are the top 10 competitors in the [MARKET] market? What is their market share and competitive positioning?" + +# Industry trends +python skills/research-lookup/scripts/research_lookup.py \ + "What are the major trends and growth drivers in the [MARKET] industry for 2024-2030?" + +# Regulatory environment +python skills/research-lookup/scripts/research_lookup.py \ + "What are the key regulations and policy changes affecting the [MARKET] industry?" +``` + +**Step 3: Data Organization** +- Create `sources/` folder with research notes +- Organize data by section +- Identify data gaps +- Conduct follow-up research as needed + +### Phase 2: Analysis & Framework Application + +**Step 4: Apply Analysis Frameworks** + +For each framework, conduct structured analysis: + +- **Market Sizing**: TAM → SAM → SOM with clear assumptions +- **Porter's Five Forces**: Rate each force High/Medium/Low with rationale +- **PESTLE**: Analyze each dimension with trends and impacts +- **SWOT**: Internal strengths/weaknesses, external opportunities/threats +- **Competitive Positioning**: Define axes, plot competitors + +**Step 5: Develop Insights** +- Synthesize findings into key insights +- Identify strategic implications +- Develop recommendations +- Prioritize opportunities + +### Phase 3: Visual Generation + +**Step 6: Generate All Visuals** + +Generate visuals BEFORE writing the report. Use the batch generation script: + +```bash +# Generate all standard market report visuals +python skills/market-research-reports/scripts/generate_market_visuals.py \ + --topic "[MARKET NAME]" \ + --output-dir figures/ +``` + +Or generate individually: + +```bash +# 1. Market growth trajectory +python skills/scientific-schematics/scripts/generate_schematic.py \ + "Bar chart showing market growth from 2020 to 2034, with historical bars in dark blue (2020-2024) and projected bars in light blue (2025-2034). Y-axis shows market size in billions USD. Include CAGR annotation" \ + -o figures/01_market_growth.png --doc-type report + +# 2. TAM/SAM/SOM breakdown +python skills/scientific-schematics/scripts/generate_schematic.py \ + "TAM SAM SOM concentric circles diagram. Outer circle TAM Total Addressable Market, middle circle SAM Serviceable Addressable Market, inner circle SOM Serviceable Obtainable Market. Each labeled with acronym and description. Blue gradient" \ + -o figures/02_tam_sam_som.png --doc-type report + +# 3. Porter's Five Forces +python skills/scientific-schematics/scripts/generate_schematic.py \ + "Porter's Five Forces diagram with center box 'Competitive Rivalry' connected to four surrounding boxes: Threat of New Entrants (top), Bargaining Power of Suppliers (left), Bargaining Power of Buyers (right), Threat of Substitutes (bottom). Color code by rating: High=red, Medium=yellow, Low=green" \ + -o figures/03_porters_five_forces.png --doc-type report + +# 4. Competitive positioning matrix +python skills/scientific-schematics/scripts/generate_schematic.py \ + "2x2 competitive positioning matrix with X-axis 'Market Focus (Niche to Broad)' and Y-axis 'Solution Approach (Product to Platform)'. Plot 8-10 competitors as labeled circles of varying sizes. Include quadrant labels" \ + -o figures/04_competitive_positioning.png --doc-type report + +# 5. Risk heatmap +python skills/scientific-schematics/scripts/generate_schematic.py \ + "Risk heatmap matrix. X-axis Impact (Low to Critical), Y-axis Probability (Unlikely to Very Likely). Color gradient: Green (low risk) to Red (critical risk). Plot 10-12 risks as labeled points" \ + -o figures/05_risk_heatmap.png --doc-type report + +# 6. (Optional) Executive summary infographic +python skills/generate-image/scripts/generate_image.py \ + "Professional executive summary infographic for market research report, modern data visualization style, blue and green color scheme, clean minimalist design" \ + --output figures/06_exec_summary.png +``` + +### Phase 4: Report Writing + +**Step 7: Initialize Project Structure** + +Create the standard project structure: + +``` +writing_outputs/YYYYMMDD_HHMMSS_market_report_[topic]/ +├── progress.md +├── drafts/ +│ └── v1_market_report.tex +├── references/ +│ └── references.bib +├── figures/ +│ └── [all generated visuals] +├── sources/ +│ └── [research notes] +└── final/ +``` + +**Step 8: Write Report Using Template** + +Use the `market_report_template.tex` as a starting point. Write each section following the structure guide, ensuring: + +- **Comprehensive coverage**: Every subsection addressed +- **Data-driven content**: Claims supported by research +- **Visual integration**: Reference all generated figures +- **Professional tone**: Consulting-style writing +- **No token constraints**: Write fully, don't abbreviate + +**Writing Guidelines:** +- Use active voice where possible +- Lead with insights, support with data +- Use numbered lists for recommendations +- Include data sources for all statistics +- Create smooth transitions between sections + +### Phase 5: Compilation & Review + +**Step 9: Compile LaTeX** + +```bash +cd writing_outputs/[project_folder]/drafts/ +xelatex v1_market_report.tex +bibtex v1_market_report +xelatex v1_market_report.tex +xelatex v1_market_report.tex +``` + +**Step 10: Quality Review** + +Verify the report meets quality standards: + +- [ ] Total page count is 50+ pages +- [ ] All essential visuals (5-6 core + any additional) are included and render correctly +- [ ] Executive summary captures key findings +- [ ] All data points have sources cited +- [ ] Analysis frameworks are properly applied +- [ ] Recommendations are actionable and prioritized +- [ ] No orphaned figures or tables +- [ ] Table of contents, list of figures, list of tables are accurate +- [ ] Bibliography is complete +- [ ] PDF renders without errors + +**Step 11: Peer Review** + +Use the peer-review skill to evaluate the report: +- Assess comprehensiveness +- Verify data accuracy +- Check logical flow +- Evaluate recommendation quality + +--- + +## Quality Standards + +### Page Count Targets + +| Section | Minimum Pages | Target Pages | +|---------|---------------|--------------| +| Front Matter | 4 | 5 | +| Market Overview | 4 | 5 | +| Market Size & Growth | 5 | 7 | +| Industry Drivers | 4 | 6 | +| Competitive Landscape | 5 | 7 | +| Customer Analysis | 3 | 5 | +| Technology Landscape | 3 | 5 | +| Regulatory Environment | 2 | 4 | +| Risk Analysis | 2 | 4 | +| Strategic Recommendations | 3 | 5 | +| Implementation Roadmap | 2 | 4 | +| Investment Thesis | 2 | 4 | +| Back Matter | 4 | 5 | +| **TOTAL** | **43** | **66** | + +### Visual Quality Requirements + +- **Resolution**: All images at 300 DPI minimum +- **Format**: PNG for raster, PDF for vector +- **Accessibility**: Colorblind-friendly palettes +- **Consistency**: Same color scheme throughout +- **Labeling**: All axes, legends, and data points labeled +- **Source Attribution**: Sources cited in figure captions + +### Data Quality Requirements + +- **Currency**: Data no older than 2 years (prefer current year) +- **Sourcing**: All statistics attributed to specific sources +- **Validation**: Cross-reference multiple sources when possible +- **Assumptions**: All projections state underlying assumptions +- **Limitations**: Acknowledge data limitations and gaps + +### Writing Quality Requirements + +- **Objectivity**: Present balanced analysis, acknowledge uncertainties +- **Clarity**: Avoid jargon, define technical terms +- **Precision**: Use specific numbers over vague qualifiers +- **Structure**: Clear headings, logical flow, smooth transitions +- **Actionability**: Recommendations are specific and implementable + +--- + +## LaTeX Formatting + +### Using the Style Package + +The `market_research.sty` package provides professional formatting. Include it in your document: + +```latex +\documentclass[11pt,letterpaper]{report} +\usepackage{market_research} +``` + +### Box Environments + +Use colored boxes to highlight key content: + +```latex +% Key insight box (blue) +\begin{keyinsightbox}[Key Finding] +The market is projected to grow at 15.3% CAGR through 2030. +\end{keyinsightbox} + +% Market data box (green) +\begin{marketdatabox}[Market Snapshot] +\begin{itemize} + \item Market Size (2024): \$45.2B + \item Projected Size (2030): \$98.7B + \item CAGR: 15.3% +\end{itemize} +\end{marketdatabox} + +% Risk box (orange/warning) +\begin{riskbox}[Critical Risk] +Regulatory changes could impact 40% of market participants. +\end{riskbox} + +% Recommendation box (purple) +\begin{recommendationbox}[Strategic Recommendation] +Prioritize market entry in the Asia-Pacific region. +\end{recommendationbox} + +% Callout box (gray) +\begin{calloutbox}[Definition] +TAM (Total Addressable Market) represents the total revenue opportunity. +\end{calloutbox} +``` + +### Figure Formatting + +```latex +\begin{figure}[htbp] +\centering +\includegraphics[width=0.9\textwidth]{../figures/market_growth.png} +\caption{Market Growth Trajectory (2020-2030). Source: Industry analysis, company data.} +\label{fig:market_growth} +\end{figure} +``` + +### Table Formatting + +```latex +\begin{table}[htbp] +\centering +\caption{Market Size by Region (2024)} +\begin{tabular}{@{}lrrr@{}} +\toprule +\textbf{Region} & \textbf{Size (USD)} & \textbf{Share} & \textbf{CAGR} \\ +\midrule +North America & \$18.2B & 40.3\% & 12.5\% \\ +\rowcolor{tablealt} Europe & \$12.1B & 26.8\% & 14.2\% \\ +Asia-Pacific & \$10.5B & 23.2\% & 18.7\% \\ +\rowcolor{tablealt} Rest of World & \$4.4B & 9.7\% & 11.3\% \\ +\midrule +\textbf{Total} & \textbf{\$45.2B} & \textbf{100\%} & \textbf{15.3\%} \\ +\bottomrule +\end{tabular} +\label{tab:market_by_region} +\end{table} +``` + +For complete formatting reference, see `assets/FORMATTING_GUIDE.md`. + +--- + +## Integration with Other Skills + +This skill works synergistically with: + +- **research-lookup**: Essential for gathering market data, statistics, and competitive intelligence +- **scientific-schematics**: Generate all diagrams, charts, and visualizations +- **venue-templates**: For academic publication writing style guidance when research is published + +**Publication Writing Styles:** When market research findings are published in academic venues, consult the **venue-templates** skill for writing style guides covering Nature/Science, Cell Press, medical journals, and ML/CS conferences. +- **generate-image**: Create infographics and conceptual illustrations +- **peer-review**: Evaluate report quality and completeness +- **citation-management**: Manage BibTeX references + +--- + +## Example Prompts + +### Market Overview Section + +``` +Write a comprehensive market overview section for the [Electric Vehicle Charging Infrastructure] market. Include: +- Clear market definition and scope +- Industry ecosystem with key stakeholders +- Value chain analysis +- Historical evolution of the market +- Current market dynamics + +Generate 2 supporting visuals using scientific-schematics. +``` + +### Competitive Landscape Section + +``` +Analyze the competitive landscape for the [Cloud Computing] market. Include: +- Porter's Five Forces analysis with High/Medium/Low ratings +- Top 10 competitors with market share +- Competitive positioning matrix +- Strategic group mapping +- Barriers to entry analysis + +Generate 4 supporting visuals including Porter's Five Forces diagram and positioning matrix. +``` + +### Strategic Recommendations Section + +``` +Develop strategic recommendations for entering the [Renewable Energy Storage] market. Include: +- 5-7 prioritized recommendations +- Opportunity sizing for each +- Implementation considerations +- Risk factors and mitigations +- Success criteria + +Generate 3 supporting visuals including opportunity matrix and priority framework. +``` + +--- + +## Checklist: 50+ Page Validation + +Before finalizing the report, verify: + +### Structure Completeness +- [ ] Cover page with hero visual +- [ ] Table of contents (auto-generated) +- [ ] List of figures (auto-generated) +- [ ] List of tables (auto-generated) +- [ ] Executive summary (2-3 pages) +- [ ] All 11 core chapters present +- [ ] Appendix A: Methodology +- [ ] Appendix B: Data tables +- [ ] Appendix C: Company profiles +- [ ] References/Bibliography + +### Visual Completeness (Core 5-6) +- [ ] Market growth trajectory chart (Priority 1) +- [ ] TAM/SAM/SOM diagram (Priority 2) +- [ ] Porter's Five Forces (Priority 3) +- [ ] Competitive positioning matrix (Priority 4) +- [ ] Risk heatmap (Priority 5) +- [ ] Executive summary infographic (Priority 6, optional) + +### Additional Visuals (Generate as Needed) +- [ ] Market ecosystem diagram +- [ ] Regional breakdown chart +- [ ] Segment growth chart +- [ ] Industry trends/PESTLE diagram +- [ ] Market share chart +- [ ] Customer segmentation chart +- [ ] Technology roadmap +- [ ] Regulatory timeline +- [ ] Opportunity matrix +- [ ] Implementation timeline +- [ ] Financial projections chart +- [ ] Other section-specific visuals + +### Content Quality +- [ ] All statistics have sources +- [ ] Projections include assumptions +- [ ] Frameworks properly applied +- [ ] Recommendations are actionable +- [ ] Writing is professional quality +- [ ] No placeholder or incomplete sections + +### Technical Quality +- [ ] PDF compiles without errors +- [ ] All figures render correctly +- [ ] Cross-references work +- [ ] Bibliography complete +- [ ] Page count exceeds 50 + +--- + +## Resources + +### Reference Files + +Load these files for detailed guidance: + +- **`references/report_structure_guide.md`**: Detailed section-by-section content requirements +- **`references/visual_generation_guide.md`**: Complete prompts for generating all visual types +- **`references/data_analysis_patterns.md`**: Templates for Porter's, PESTLE, SWOT, etc. + +### Assets + +- **`assets/market_research.sty`**: LaTeX style package +- **`assets/market_report_template.tex`**: Complete LaTeX template +- **`assets/FORMATTING_GUIDE.md`**: Quick reference for box environments and styling + +### Scripts + +- **`scripts/generate_market_visuals.py`**: Batch generate all report visuals + +--- + +## Troubleshooting + +### Common Issues + +**Problem**: Report is under 50 pages +- **Solution**: Expand data tables in appendices, add more detailed company profiles, include additional regional breakdowns + +**Problem**: Visuals not rendering +- **Solution**: Check file paths in LaTeX, ensure images are in figures/ folder, verify file extensions + +**Problem**: Bibliography missing entries +- **Solution**: Run bibtex after first xelatex pass, check .bib file for syntax errors + +**Problem**: Table/figure overflow +- **Solution**: Use `\resizebox` or `adjustbox` package, reduce image width percentage + +**Problem**: Poor visual quality from generation +- **Solution**: Use `--doc-type report` flag, increase iterations with `--iterations 5` + +--- + +Use this skill to create comprehensive, visually-rich market research reports that rival top consulting firm deliverables. The combination of deep research, structured frameworks, and extensive visualization produces documents that inform strategic decisions and demonstrate analytical rigor. diff --git a/assets/FORMATTING_GUIDE.md b/assets/FORMATTING_GUIDE.md new file mode 100644 index 0000000..09a1da4 --- /dev/null +++ b/assets/FORMATTING_GUIDE.md @@ -0,0 +1,428 @@ +# Market Research Report Formatting Guide + +Quick reference for using the `market_research.sty` style package. + +## Color Palette + +### Primary Colors +| Color Name | RGB | Hex | Usage | +|------------|-----|-----|-------| +| `primaryblue` | (0, 51, 102) | `#003366` | Headers, titles, links | +| `secondaryblue` | (51, 102, 153) | `#336699` | Subsections, secondary elements | +| `lightblue` | (173, 216, 230) | `#ADD8E6` | Key insight box backgrounds | +| `accentblue` | (0, 120, 215) | `#0078D7` | Accent highlights, opportunity boxes | + +### Secondary Colors +| Color Name | RGB | Hex | Usage | +|------------|-----|-----|-------| +| `accentgreen` | (0, 128, 96) | `#008060` | Market data boxes, positive indicators | +| `lightgreen` | (200, 230, 201) | `#C8E6C9` | Market data box backgrounds | +| `warningorange` | (255, 140, 0) | `#FF8C00` | Risk boxes, warnings | +| `alertred` | (198, 40, 40) | `#C62828` | Critical risks | +| `recommendpurple` | (103, 58, 183) | `#673AB7` | Recommendation boxes | + +### Neutral Colors +| Color Name | RGB | Hex | Usage | +|------------|-----|-----|-------| +| `darkgray` | (66, 66, 66) | `#424242` | Body text | +| `mediumgray` | (117, 117, 117) | `#757575` | Secondary text | +| `lightgray` | (240, 240, 240) | `#F0F0F0` | Backgrounds, callout boxes | +| `tablealt` | (245, 247, 250) | `#F5F7FA` | Alternating table rows | + +--- + +## Box Environments + +### Key Insight Box (Blue) +For major findings, insights, and important discoveries. + +```latex +\begin{keyinsightbox}[Custom Title] +The market is projected to grow at 15.3% CAGR through 2030, driven by +increasing enterprise adoption and favorable regulatory conditions. +\end{keyinsightbox} +``` + +### Market Data Box (Green) +For market statistics, metrics, and data highlights. + +```latex +\begin{marketdatabox}[Market Snapshot] +\begin{itemize} + \item \textbf{Market Size (2024):} \marketsize{45.2 billion} + \item \textbf{Projected Size (2030):} \marketsize{98.7 billion} + \item \textbf{CAGR:} \growthrate{15.3} +\end{itemize} +\end{marketdatabox} +``` + +### Risk Box (Orange/Warning) +For risk factors, warnings, and cautions. + +```latex +\begin{riskbox}[Market Risk] +Regulatory changes in the European Union could impact 40% of market +participants within the next 18 months. +\end{riskbox} +``` + +### Critical Risk Box (Red) +For high-severity or critical risks. + +```latex +\begin{criticalriskbox}[Critical: Supply Chain Disruption] +A major supply chain disruption could result in 6-12 month delays +and 30% cost increases. +\end{criticalriskbox} +``` + +### Recommendation Box (Purple) +For strategic recommendations and action items. + +```latex +\begin{recommendationbox}[Strategic Recommendation] +\begin{enumerate} + \item Prioritize market entry in Asia-Pacific region + \item Develop strategic partnerships with local distributors + \item Invest in localization of product offerings +\end{enumerate} +\end{recommendationbox} +``` + +### Callout Box (Gray) +For definitions, notes, and supplementary information. + +```latex +\begin{calloutbox}[Definition: TAM] +Total Addressable Market (TAM) represents the total revenue opportunity +available if 100% market share was achieved. +\end{calloutbox} +``` + +### Executive Summary Box +Special styling for executive summary highlights. + +```latex +\begin{executivesummarybox}[Executive Summary] +Key findings and highlights of the report... +\end{executivesummarybox} +``` + +### Opportunity Box (Teal/Accent Blue) +For opportunities and positive findings. + +```latex +\begin{opportunitybox}[Growth Opportunity] +The Asia-Pacific market represents a \$15 billion opportunity +growing at 22% CAGR. +\end{opportunitybox} +``` + +### Framework Boxes +For strategic analysis frameworks. + +```latex +% SWOT Analysis +\begin{swotbox}[SWOT Analysis Summary] +Content... +\end{swotbox} + +% Porter's Five Forces +\begin{porterbox}[Porter's Five Forces Analysis] +Content... +\end{porterbox} +``` + +--- + +## Pull Quotes + +For highlighting important statistics or quotes. + +```latex +\begin{pullquote} +"The convergence of AI and healthcare represents a \$199 billion +opportunity by 2034." +\end{pullquote} +``` + +--- + +## Stat Boxes + +For highlighting key statistics (use in rows of 3). + +```latex +\begin{center} +\statbox{\$45.2B}{Market Size 2024} +\statbox{15.3\%}{CAGR 2024-2030} +\statbox{23\%}{Market Leader Share} +\end{center} +``` + +--- + +## Custom Commands + +### Highlighting Text +```latex +\highlight{Important text} % Blue bold +``` + +### Market Size Formatting +```latex +\marketsize{45.2 billion} % Outputs: $45.2 billion in green +``` + +### Growth Rate Formatting +```latex +\growthrate{15.3} % Outputs: 15.3% in green +``` + +### Risk Indicators +```latex +\riskhigh{} % Outputs: HIGH in red +\riskmedium{} % Outputs: MEDIUM in orange +\risklow{} % Outputs: LOW in green +``` + +### Rating Stars (1-5) +```latex +\rating{4} % Outputs: ★★★★☆ +``` + +### Trend Indicators +```latex +\trendup{} % Green up triangle +\trenddown{} % Red down triangle +\trendflat{} % Gray right arrow +``` + +--- + +## Table Formatting + +### Standard Table with Alternating Rows +```latex +\begin{table}[htbp] +\centering +\caption{Market Size by Region} +\begin{tabular}{@{}lrrr@{}} +\toprule +\textbf{Region} & \textbf{Size} & \textbf{Share} & \textbf{CAGR} \\ +\midrule +North America & \$18.2B & 40.3\% & 12.5\% \\ +\rowcolor{tablealt} Europe & \$12.1B & 26.8\% & 14.2\% \\ +Asia-Pacific & \$10.5B & 23.2\% & 18.7\% \\ +\rowcolor{tablealt} Rest of World & \$4.4B & 9.7\% & 11.3\% \\ +\midrule +\textbf{Total} & \textbf{\$45.2B} & \textbf{100\%} & \textbf{15.3\%} \\ +\bottomrule +\end{tabular} +\label{tab:regional} +\end{table} +``` + +### Table with Trend Indicators +```latex +\begin{tabular}{@{}lrrl@{}} +\toprule +\textbf{Company} & \textbf{Revenue} & \textbf{Share} & \textbf{Trend} \\ +\midrule +Company A & \$5.2B & 15.3\% & \trendup{} +12\% \\ +Company B & \$4.8B & 14.1\% & \trenddown{} -3\% \\ +Company C & \$4.2B & 12.4\% & \trendflat{} +1\% \\ +\bottomrule +\end{tabular} +``` + +--- + +## Figure Formatting + +### Standard Figure +```latex +\begin{figure}[htbp] +\centering +\includegraphics[width=0.9\textwidth]{../figures/market_growth.png} +\caption{Market Growth Trajectory (2020-2030)} +\label{fig:growth} +\end{figure} +``` + +### Figure with Source Attribution +```latex +\begin{figure}[htbp] +\centering +\includegraphics[width=0.85\textwidth]{../figures/market_share.png} +\caption{Market Share Distribution (2024)} +\figuresource{Company annual reports, industry analysis} +\label{fig:market_share} +\end{figure} +``` + +--- + +## List Formatting + +### Bullet Lists +```latex +\begin{itemize} + \item First item with automatic blue bullet + \item Second item + \item Third item +\end{itemize} +``` + +### Numbered Lists +```latex +\begin{enumerate} + \item First item with blue number + \item Second item + \item Third item +\end{enumerate} +``` + +### Nested Lists +```latex +\begin{itemize} + \item Main point + \begin{itemize} + \item Sub-point A + \item Sub-point B + \end{itemize} + \item Another main point +\end{itemize} +``` + +--- + +## Title Page + +### Using the Custom Title Command +```latex +\makemarketreporttitle + {Market Title} % Report title + {Subtitle Here} % Subtitle + {../figures/cover.png} % Hero image (leave empty for no image) + {January 2025} % Date + {Market Intelligence Team} % Author/prepared by +``` + +### Manual Title Page +See the template for full manual title page code. + +--- + +## Appendix Sections + +```latex +\appendix + +\chapter{Methodology} + +\appendixsection{Data Sources} +Content that appears in table of contents... +``` + +--- + +## Common Patterns + +### Market Snapshot Section +```latex +\begin{marketdatabox}[Market Snapshot] +\begin{itemize} + \item \textbf{Current Market Size:} \marketsize{45.2 billion} + \item \textbf{Projected Size (2030):} \marketsize{98.7 billion} + \item \textbf{CAGR:} \growthrate{15.3} + \item \textbf{Largest Segment:} Enterprise (42\% share) + \item \textbf{Fastest Growing Region:} APAC (\growthrate{22.1} CAGR) +\end{itemize} +\end{marketdatabox} +``` + +### Risk Register Summary +```latex +\begin{table}[htbp] +\centering +\caption{Risk Assessment Summary} +\begin{tabular}{@{}llccl@{}} +\toprule +\textbf{Risk} & \textbf{Category} & \textbf{Prob.} & \textbf{Impact} & \textbf{Rating} \\ +\midrule +Market disruption & Market & High & High & \riskhigh{} \\ +\rowcolor{tablealt} Regulatory change & Regulatory & Med & High & \riskhigh{} \\ +New entrant & Competitive & Med & Med & \riskmedium{} \\ +\rowcolor{tablealt} Tech obsolescence & Technology & Low & High & \riskmedium{} \\ +Currency fluctuation & Financial & Med & Low & \risklow{} \\ +\bottomrule +\end{tabular} +\end{table} +``` + +### Competitive Comparison Table +```latex +\begin{table}[htbp] +\centering +\caption{Competitive Comparison} +\begin{tabular}{@{}lccccc@{}} +\toprule +\textbf{Factor} & \textbf{Co. A} & \textbf{Co. B} & \textbf{Co. C} & \textbf{Co. D} \\ +\midrule +Market Share & \rating{5} & \rating{4} & \rating{3} & \rating{2} \\ +\rowcolor{tablealt} Product Quality & \rating{4} & \rating{5} & \rating{3} & \rating{4} \\ +Price Competitiveness & \rating{3} & \rating{3} & \rating{5} & \rating{4} \\ +\rowcolor{tablealt} Innovation & \rating{5} & \rating{4} & \rating{2} & \rating{3} \\ +Customer Service & \rating{4} & \rating{4} & \rating{4} & \rating{5} \\ +\bottomrule +\end{tabular} +\end{table} +``` + +--- + +## Troubleshooting + +### Box Overflow +If box content overflows the page, break into multiple boxes or use page breaks: +```latex +\newpage +\begin{keyinsightbox}[Continued...] +``` + +### Figure Placement +Use `[htbp]` for flexible placement, or `[H]` (requires `float` package) for exact placement: +```latex +\begin{figure}[H] % Requires \usepackage{float} +``` + +### Table Too Wide +Use `\resizebox` or `adjustbox`: +```latex +\resizebox{\textwidth}{!}{ +\begin{tabular}{...} +... +\end{tabular} +} +``` + +### Color Not Appearing +Ensure `xcolor` package is loaded with `[table]` option (already included in style file). + +--- + +## Compilation + +Compile with XeLaTeX for best results: +```bash +xelatex report.tex +bibtex report +xelatex report.tex +xelatex report.tex +``` + +Or use latexmk: +```bash +latexmk -xelatex report.tex +``` diff --git a/assets/market_report_template.tex b/assets/market_report_template.tex new file mode 100644 index 0000000..244264b --- /dev/null +++ b/assets/market_report_template.tex @@ -0,0 +1,1380 @@ +% !TEX program = xelatex +% Market Research Report Template +% Professional formatting for 50+ page comprehensive market reports +% Use with market_research.sty style package + +\documentclass[11pt,letterpaper]{report} +\usepackage{market_research} + +% ============================================================================ +% DOCUMENT METADATA - CUSTOMIZE THESE +% ============================================================================ +\newcommand{\reporttitle}{[MARKET NAME]} +\newcommand{\reportsubtitle}{Comprehensive Market Analysis Report} +\newcommand{\reportdate}{\today} +\newcommand{\reportauthor}{Market Intelligence Division} +\newcommand{\reportclassification}{Confidential} + +% ============================================================================ +% PDF METADATA +% ============================================================================ +\hypersetup{ + pdftitle={\reporttitle{} - \reportsubtitle{}}, + pdfauthor={\reportauthor{}}, + pdfsubject={Market Research Report}, + pdfkeywords={market research, market analysis, competitive landscape, strategic analysis} +} + +% ============================================================================ +% DOCUMENT START +% ============================================================================ +\begin{document} + +% ============================================================================ +% TITLE PAGE +% ============================================================================ +% To use a hero image, replace the empty braces with the path: +% \makemarketreporttitle{\reporttitle}{\reportsubtitle}{../figures/cover_image.png}{\reportdate}{\reportauthor} + +\begin{titlepage} +\centering +\vspace*{2cm} + +{\Huge\bfseries\color{primaryblue} \reporttitle\\[0.5cm]} +{\LARGE\bfseries \reportsubtitle\\[1.5cm]} + +% VISUAL: Generate hero/cover image +% python skills/generate-image/scripts/generate_image.py "Professional executive summary infographic for [MARKET] market research report, showing key metrics in modern data visualization style, blue and green color scheme, clean minimalist design" --output figures/cover_image.png +% Uncomment below when image is generated: +% \includegraphics[width=\textwidth]{../figures/cover_image.png}\\[1.5cm] + +\vspace{4cm} + +{\Large\bfseries Comprehensive Market Research Report\\[0.5cm]} +{\large Strategic Intelligence for Business Decision-Making\\[3cm]} + +{\large +\textbf{Date:} \reportdate\\[0.3cm] +\textbf{Prepared By:} \reportauthor\\[0.3cm] +\textbf{Classification:} \reportclassification\\[0.3cm] +\textbf{Report Type:} Full Market Analysis +} + +\vfill + +{\footnotesize +\textit{This report contains market intelligence and strategic analysis based on publicly available data and proprietary research. All sources are cited and independently verifiable.} +} + +\end{titlepage} + +% ============================================================================ +% FRONT MATTER +% ============================================================================ +\pagenumbering{roman} + +% Table of Contents +\tableofcontents +\newpage + +% List of Figures +\listoffigures +\newpage + +% List of Tables +\listoftables +\newpage + +% ============================================================================ +% MAIN CONTENT +% ============================================================================ +\pagenumbering{arabic} + +% ============================================================================ +% EXECUTIVE SUMMARY (2-3 pages) +% ============================================================================ +\chapter{Executive Summary} + +\section{Report Overview} + +This comprehensive market analysis examines the \reporttitle{} market, providing strategic intelligence for investors, executives, and strategic planners. The report synthesizes data from authoritative sources including market research firms, regulatory agencies, industry associations, and enterprise surveys. + +% VISUAL: Executive summary infographic +% python skills/scientific-schematics/scripts/generate_schematic.py "Executive summary infographic showing 4 key metrics: Market Size $XX.XB (2024), CAGR XX.X%, Top 3 Players, and Key Trend. Use blue boxes with white text, professional layout" -o figures/exec_summary_infographic.png --doc-type report + +\subsection{Market Snapshot} + +\begin{marketdatabox}[Market Snapshot: \reporttitle{}] +\begin{itemize}[leftmargin=*] + \item \textbf{Current Market Size (2024):} \marketsize{X.XX billion} + \item \textbf{Projected Market Size (2034):} \marketsize{XX.XX billion} + \item \textbf{Compound Annual Growth Rate (CAGR):} \growthrate{XX.X} + \item \textbf{Growth Multiple:} Xx increase over 10 years + \item \textbf{Largest Segment:} [Segment Name] (XX\% market share) + \item \textbf{Fastest Growing Region:} [Region] (\growthrate{XX.X} CAGR) + \item \textbf{Current Enterprise Adoption:} XX\% +\end{itemize} +\end{marketdatabox} + +\subsection{Investment Thesis} + +The convergence of multiple market catalysts creates a compelling opportunity for investment and strategic action in the \reporttitle{} market: + +\begin{keyinsightbox}[Key Investment Drivers] +\begin{enumerate} + \item \textbf{[Driver 1]:} [Brief explanation of why this driver creates opportunity] + \item \textbf{[Driver 2]:} [Brief explanation] + \item \textbf{[Driver 3]:} [Brief explanation] + \item \textbf{[Driver 4]:} [Brief explanation] +\end{enumerate} +\end{keyinsightbox} + +\subsection{Key Findings} + +\paragraph{Market Dynamics} +[Summarize the most important findings about market size, growth, and dynamics. Include 3-5 key statistics with sources.] + +\paragraph{Competitive Landscape} +[Summarize competitive dynamics, market concentration, and key players. Include market share of top players.] + +\paragraph{Growth Drivers} +[Summarize the primary factors driving market growth and their expected impact.] + +\paragraph{Risk Factors} +[Summarize the key risks that could impact market development.] + +\subsection{Strategic Recommendations} + +Based on the comprehensive analysis presented in this report, we recommend the following strategic actions: + +\begin{recommendationbox}[Top Strategic Recommendations] +\begin{enumerate} + \item \textbf{[Recommendation 1]:} [Action-oriented recommendation with expected outcome] + \item \textbf{[Recommendation 2]:} [Action-oriented recommendation with expected outcome] + \item \textbf{[Recommendation 3]:} [Action-oriented recommendation with expected outcome] + \item \textbf{[Recommendation 4]:} [Action-oriented recommendation with expected outcome] + \item \textbf{[Recommendation 5]:} [Action-oriented recommendation with expected outcome] +\end{enumerate} +\end{recommendationbox} + +% ============================================================================ +% CHAPTER 1: MARKET OVERVIEW & DEFINITION (4-5 pages) +% ============================================================================ +\chapter{Market Overview \& Definition} + +\section{Market Definition} + +[Provide a clear, comprehensive definition of the market being analyzed. Include: +- What products/services are included +- What is explicitly excluded +- How this market relates to adjacent markets +- Industry classification codes if applicable (NAICS, SIC)] + +\begin{calloutbox}[Market Definition] +The \reporttitle{} market encompasses [comprehensive definition]. This includes [included elements] and excludes [excluded elements]. +\end{calloutbox} + +\subsection{Scope and Boundaries} + +\paragraph{Geographic Scope} +[Define the geographic boundaries of the analysis - global, regional, or specific countries.] + +\paragraph{Product/Service Scope} +[Define what products and services are included in the market definition.] + +\paragraph{Time Horizon} +[Specify the historical period analyzed and the forecast period.] + +\subsection{Market Classification} + +[Provide detailed market classification and taxonomy, including: +- Market segments +- Sub-segments +- Categories] + +\section{Industry Ecosystem} + +% VISUAL: Industry ecosystem diagram +% python skills/scientific-schematics/scripts/generate_schematic.py "Industry ecosystem diagram showing value chain from [Raw Materials/Inputs] on left through [Manufacturing/Processing] through [Distribution] to [End Users] on right. Include key players at each stage. Use blue boxes connected by arrows" -o figures/industry_ecosystem.png --doc-type report + +[Describe the industry ecosystem and value chain, including: +- Key stakeholders and their roles +- Relationships between stakeholders +- Value creation at each stage +- Information and money flows] + +\begin{figure}[htbp] +\centering +% \includegraphics[width=0.95\textwidth]{../figures/industry_ecosystem.png} +\caption{Industry Ecosystem and Value Chain} +\label{fig:ecosystem} +\end{figure} + +\subsection{Key Stakeholders} + +[Describe each category of stakeholder:] + +\paragraph{Suppliers/Vendors} +[Description of upstream suppliers and their role.] + +\paragraph{Manufacturers/Service Providers} +[Description of core market participants.] + +\paragraph{Distributors/Channels} +[Description of distribution and go-to-market channels.] + +\paragraph{End Users/Customers} +[Description of customer segments and their needs.] + +\paragraph{Regulators and Industry Bodies} +[Description of regulatory environment and industry associations.] + +\section{Market Structure} + +% VISUAL: Market structure diagram +% python skills/scientific-schematics/scripts/generate_schematic.py "Market structure diagram showing industry layers: [Core Market] in center, surrounded by [Adjacent Markets], with [Enabling Technologies] as foundation and [Regulatory Framework] as overlay. Use concentric rectangles" -o figures/market_structure.png --doc-type report + +[Describe the structure of the market:] + +\subsection{Market Concentration} + +[Analyze market concentration using metrics like: +- Herfindahl-Hirschman Index (HHI) +- CR4/CR8 concentration ratios +- Market fragmentation assessment] + +\subsection{Industry Lifecycle Stage} + +[Identify where the market is in its lifecycle: +- Introduction +- Growth +- Maturity +- Decline] + +\section{Historical Context} + +[Provide historical background on the market: +- When did the market emerge? +- Key milestones in market development +- Major industry shifts and disruptions +- How has the market evolved over time?] + +% ============================================================================ +% CHAPTER 2: MARKET SIZE & GROWTH ANALYSIS (6-8 pages) +% ============================================================================ +\chapter{Market Size \& Growth Analysis} + +\section{Total Addressable Market (TAM)} + +The Total Addressable Market represents the total revenue opportunity available if 100\% market share was achieved. Based on comprehensive analysis from multiple research sources: + +% VISUAL: Market growth trajectory +% python skills/scientific-schematics/scripts/generate_schematic.py "Bar chart showing market growth from 2020 to 2034. Historical bars (2020-2024) in dark blue, projected bars (2025-2034) in light blue. Y-axis in billions USD, X-axis showing years. Include CAGR label. Title: [MARKET] Market Growth Trajectory" -o figures/market_growth_trajectory.png --doc-type report + +\begin{table}[htbp] +\centering +\caption{Global \reporttitle{} Market Projections (2024-2034)} +\begin{tabular}{@{}lrrr@{}} +\toprule +\textbf{Year} & \textbf{Market Size (USD)} & \textbf{YoY Growth} & \textbf{CAGR} \\ +\midrule +2024 & \$X.XX B & -- & -- \\ +\rowcolor{tablealt} 2025 & \$X.XX B & XX.X\% & XX.X\% \\ +2026 & \$X.XX B & XX.X\% & XX.X\% \\ +\rowcolor{tablealt} 2027 & \$X.XX B & XX.X\% & XX.X\% \\ +2028 & \$X.XX B & XX.X\% & XX.X\% \\ +\rowcolor{tablealt} 2029 & \$X.XX B & XX.X\% & XX.X\% \\ +2030 & \$X.XX B & XX.X\% & XX.X\% \\ +\rowcolor{tablealt} 2031 & \$X.XX B & XX.X\% & XX.X\% \\ +2032 & \$X.XX B & XX.X\% & XX.X\% \\ +\rowcolor{tablealt} 2033 & \$X.XX B & XX.X\% & XX.X\% \\ +2034 & \$X.XX B & XX.X\% & XX.X\% \\ +\bottomrule +\end{tabular} +\label{tab:tam_projections} +\end{table} + +\textbf{Source:} [Primary research source, year] + +\begin{figure}[htbp] +\centering +% \includegraphics[width=0.9\textwidth]{../figures/market_growth_trajectory.png} +\caption{Market Growth Trajectory (2020-2034)} +\label{fig:market_growth} +\end{figure} + +\subsection{Historical Growth Analysis} + +[Analyze historical market performance over the past 5-10 years: +- Historical CAGR +- Key growth periods and drivers +- Impact of major events (recessions, disruptions, etc.) +- Comparison to overall economic growth] + +\subsection{Growth Projections Methodology} + +[Explain the methodology behind growth projections: +- Key assumptions +- Data sources +- Modeling approach +- Confidence intervals] + +\section{Serviceable Addressable Market (SAM)} + +The Serviceable Addressable Market represents the portion of TAM that can be served given current product offerings, geographic presence, and regulatory constraints. + +% VISUAL: TAM/SAM/SOM diagram +% python skills/scientific-schematics/scripts/generate_schematic.py "TAM SAM SOM concentric circle diagram. Outer circle: TAM $XXB (Total Addressable Market). Middle circle: SAM $XXB (Serviceable Addressable Market). Inner circle: SOM $XXB (Serviceable Obtainable Market). Labels with arrows pointing to each. Professional blue color scheme" -o figures/tam_sam_som.png --doc-type report + +\begin{figure}[htbp] +\centering +% \includegraphics[width=0.8\textwidth]{../figures/tam_sam_som.png} +\caption{TAM/SAM/SOM Market Opportunity Breakdown} +\label{fig:tam_sam_som} +\end{figure} + +\begin{table}[htbp] +\centering +\caption{Market Segments Within SAM (2024 vs 2034)} +\begin{tabular}{@{}lrrrr@{}} +\toprule +\textbf{Segment} & \textbf{2024 Value} & \textbf{2034 Value} & \textbf{CAGR} & \textbf{Share} \\ +\midrule +Segment A & \$X.XX B & \$XX.XX B & XX.X\% & XX\% \\ +\rowcolor{tablealt} Segment B & \$X.XX B & \$XX.XX B & XX.X\% & XX\% \\ +Segment C & \$X.XX B & \$XX.XX B & XX.X\% & XX\% \\ +\rowcolor{tablealt} Segment D & \$X.XX B & \$XX.XX B & XX.X\% & XX\% \\ +Segment E & \$X.XX B & \$XX.XX B & XX.X\% & XX\% \\ +\midrule +\textbf{Total SAM} & \textbf{\$X.XX B} & \textbf{\$XX.XX B} & \textbf{XX.X\%} & \textbf{100\%} \\ +\bottomrule +\end{tabular} +\label{tab:sam_segments} +\end{table} + +\section{Serviceable Obtainable Market (SOM)} + +The Serviceable Obtainable Market represents the realistic market share capture based on competitive dynamics, go-to-market capabilities, and strategic positioning. + +\begin{keyinsightbox}[SOM Projections (2034)] +\textbf{Conservative Scenario (XX\% Market Share):} \marketsize{X.X billion} +\begin{itemize} + \item Assumes competitive market with multiple major players + \item Typical XX-XX month enterprise sales cycles + \item Focus on [specific segments] +\end{itemize} + +\textbf{Base Case Scenario (XX\% Market Share):} \marketsize{X.X billion} +\begin{itemize} + \item Captures first-mover advantages in key segments + \item Strong product-market fit + \item Established partnership ecosystem +\end{itemize} + +\textbf{Optimistic Scenario (XX\% Market Share):} \marketsize{X.X billion} +\begin{itemize} + \item Market leadership position + \item Platform effects and network advantages + \item Proprietary advantages and moats +\end{itemize} +\end{keyinsightbox} + +\section{Regional Market Analysis} + +% VISUAL: Regional breakdown +% python skills/scientific-schematics/scripts/generate_schematic.py "Pie chart or treemap showing regional market breakdown. North America XX%, Europe XX%, Asia-Pacific XX%, Latin America XX%, Middle East & Africa XX%. Use distinct colors for each region. Include both percentage and dollar values" -o figures/regional_breakdown.png --doc-type report + +\begin{figure}[htbp] +\centering +% \includegraphics[width=0.8\textwidth]{../figures/regional_breakdown.png} +\caption{Market Size by Region (2024)} +\label{fig:regional_breakdown} +\end{figure} + +\begin{table}[htbp] +\centering +\caption{Regional Market Size and Growth} +\begin{tabular}{@{}lrrrr@{}} +\toprule +\textbf{Region} & \textbf{2024 Size} & \textbf{Share} & \textbf{CAGR} & \textbf{2034 Size} \\ +\midrule +North America & \$X.XX B & XX.X\% & XX.X\% & \$XX.XX B \\ +\rowcolor{tablealt} Europe & \$X.XX B & XX.X\% & XX.X\% & \$XX.XX B \\ +Asia-Pacific & \$X.XX B & XX.X\% & XX.X\% & \$XX.XX B \\ +\rowcolor{tablealt} Latin America & \$X.XX B & XX.X\% & XX.X\% & \$XX.XX B \\ +Middle East \& Africa & \$X.XX B & XX.X\% & XX.X\% & \$XX.XX B \\ +\midrule +\textbf{Global Total} & \textbf{\$X.XX B} & \textbf{100\%} & \textbf{XX.X\%} & \textbf{\$XX.XX B} \\ +\bottomrule +\end{tabular} +\label{tab:regional_market} +\end{table} + +\subsection{North America} +[Detailed analysis of North American market including US and Canada specifics.] + +\subsection{Europe} +[Detailed analysis of European market including key country breakdowns.] + +\subsection{Asia-Pacific} +[Detailed analysis of APAC market with focus on China, Japan, India, and emerging markets.] + +\subsection{Rest of World} +[Analysis of Latin America, Middle East, and Africa markets.] + +\section{Segment Analysis} + +% VISUAL: Segment growth comparison +% python skills/scientific-schematics/scripts/generate_schematic.py "Horizontal bar chart comparing segment growth rates. Segments listed on Y-axis, CAGR percentage on X-axis. Bars colored from green (highest growth) to blue (lowest growth). Include data labels on each bar" -o figures/segment_growth.png --doc-type report + +\begin{figure}[htbp] +\centering +% \includegraphics[width=0.9\textwidth]{../figures/segment_growth.png} +\caption{Segment Growth Rate Comparison (CAGR 2024-2034)} +\label{fig:segment_growth} +\end{figure} + +[Provide detailed analysis of each market segment including: +- Current size and market share +- Growth trajectory +- Key drivers for each segment +- Competitive dynamics within segment] + +% ============================================================================ +% CHAPTER 3: INDUSTRY DRIVERS & TRENDS (5-6 pages) +% ============================================================================ +\chapter{Industry Drivers \& Trends} + +\section{Primary Growth Drivers} + +[Identify and analyze the key factors driving market growth:] + +% VISUAL: Driver impact matrix +% python skills/scientific-schematics/scripts/generate_schematic.py "2x2 matrix showing market drivers. X-axis: Impact (Low to High). Y-axis: Likelihood (Low to High). Plot 8-10 drivers as circles. Upper-right quadrant labeled 'Critical Drivers', lower-right 'Watch Carefully', upper-left 'Monitor', lower-left 'Lower Priority'. Professional blue and green colors" -o figures/driver_impact_matrix.png --doc-type report + +\begin{figure}[htbp] +\centering +% \includegraphics[width=0.85\textwidth]{../figures/driver_impact_matrix.png} +\caption{Market Driver Impact Assessment Matrix} +\label{fig:driver_matrix} +\end{figure} + +\subsection{Driver 1: [Name]} +[Detailed analysis of this driver including: +- How it affects the market +- Quantified impact +- Timeline for impact +- Supporting evidence and data] + +\subsection{Driver 2: [Name]} +[Detailed analysis] + +\subsection{Driver 3: [Name]} +[Detailed analysis] + +\subsection{Driver 4: [Name]} +[Detailed analysis] + +\subsection{Driver 5: [Name]} +[Detailed analysis] + +\section{PESTLE Analysis} + +% VISUAL: PESTLE diagram +% python skills/scientific-schematics/scripts/generate_schematic.py "PESTLE analysis diagram with center hexagon labeled 'Market' surrounded by 6 hexagons: Political (red), Economic (blue), Social (green), Technological (orange), Legal (purple), Environmental (teal). Each outer hexagon contains 2-3 bullet points of key factors" -o figures/pestle_analysis.png --doc-type report + +\begin{figure}[htbp] +\centering +% \includegraphics[width=0.9\textwidth]{../figures/pestle_analysis.png} +\caption{PESTLE Analysis Framework} +\label{fig:pestle} +\end{figure} + +\subsection{Political Factors} +[Analysis of political factors affecting the market: +- Government policies +- Political stability +- Trade policies +- Tax regulations] + +\subsection{Economic Factors} +[Analysis of economic factors: +- Economic growth +- Interest rates +- Inflation +- Exchange rates +- Consumer spending] + +\subsection{Social Factors} +[Analysis of social factors: +- Demographics +- Cultural trends +- Consumer attitudes +- Workforce trends] + +\subsection{Technological Factors} +[Analysis of technological factors: +- Technology adoption +- R\&D activity +- Automation +- Digital transformation] + +\subsection{Legal Factors} +[Analysis of legal factors: +- Industry regulations +- Compliance requirements +- Intellectual property +- Employment laws] + +\subsection{Environmental Factors} +[Analysis of environmental factors: +- Sustainability requirements +- Environmental regulations +- Climate impact +- Resource availability] + +\section{Emerging Trends} + +% VISUAL: Trends timeline +% python skills/scientific-schematics/scripts/generate_schematic.py "Horizontal timeline showing emerging trends from 2024 to 2030. Mark 6-8 trends at different points on timeline with icons and labels. Use different colors for Technology trends (blue), Market trends (green), and Regulatory trends (orange). Include brief descriptions below each trend" -o figures/trends_timeline.png --doc-type report + +\begin{figure}[htbp] +\centering +% \includegraphics[width=\textwidth]{../figures/trends_timeline.png} +\caption{Emerging Industry Trends Timeline} +\label{fig:trends} +\end{figure} + +[Identify and analyze emerging trends that will shape the market:] + +\subsection{Trend 1: [Name]} +[Detailed trend analysis] + +\subsection{Trend 2: [Name]} +[Detailed trend analysis] + +\subsection{Trend 3: [Name]} +[Detailed trend analysis] + +\section{Growth Inhibitors} + +[Identify factors that could slow market growth: +- Market barriers +- Resource constraints +- Adoption challenges +- Competitive pressures] + +% ============================================================================ +% CHAPTER 4: COMPETITIVE LANDSCAPE (6-8 pages) +% ============================================================================ +\chapter{Competitive Landscape} + +\section{Market Structure Analysis} + +[Analyze the competitive structure of the market:] + +\subsection{Market Concentration} + +[Provide market concentration analysis: +- Number of competitors +- Market share distribution +- Concentration metrics (HHI, CR4)] + +\section{Porter's Five Forces Analysis} + +% VISUAL: Porter's Five Forces +% python skills/scientific-schematics/scripts/generate_schematic.py "Porter's Five Forces diagram. Center box labeled 'Competitive Rivalry: [HIGH/MEDIUM/LOW]'. Four boxes around it connected by arrows: 'Threat of New Entrants: [RATING]' (top), 'Bargaining Power of Suppliers: [RATING]' (left), 'Bargaining Power of Buyers: [RATING]' (right), 'Threat of Substitutes: [RATING]' (bottom). Color code by rating: High=red, Medium=orange, Low=green" -o figures/porters_five_forces.png --doc-type report + +\begin{figure}[htbp] +\centering +% \includegraphics[width=0.85\textwidth]{../figures/porters_five_forces.png} +\caption{Porter's Five Forces Analysis} +\label{fig:porter} +\end{figure} + +\begin{porterbox}[Porter's Five Forces Summary] +\begin{tabular}{@{}ll@{}} +\textbf{Force} & \textbf{Rating} \\ +\midrule +Threat of New Entrants & \riskmedium{} \\ +Bargaining Power of Suppliers & \risklow{} \\ +Bargaining Power of Buyers & \riskhigh{} \\ +Threat of Substitutes & \risklow{} \\ +Competitive Rivalry & \riskhigh{} \\ +\end{tabular} +\end{porterbox} + +\subsection{Threat of New Entrants} +[Detailed analysis of barriers to entry and threat level] + +\subsection{Bargaining Power of Suppliers} +[Detailed analysis of supplier power dynamics] + +\subsection{Bargaining Power of Buyers} +[Detailed analysis of buyer power dynamics] + +\subsection{Threat of Substitutes} +[Detailed analysis of substitute products/services] + +\subsection{Competitive Rivalry} +[Detailed analysis of competitive intensity] + +\section{Market Share Analysis} + +% VISUAL: Market share chart +% python skills/scientific-schematics/scripts/generate_schematic.py "Pie chart showing market share of top 10 companies. Company A XX%, Company B XX%, Company C XX%, [etc.], Others XX%. Use distinct colors for each company. Include legend with company names and percentages" -o figures/market_share.png --doc-type report + +\begin{figure}[htbp] +\centering +% \includegraphics[width=0.8\textwidth]{../figures/market_share.png} +\caption{Market Share by Company (2024)} +\label{fig:market_share} +\end{figure} + +\begin{table}[htbp] +\centering +\caption{Top 10 Companies by Market Share} +\begin{tabular}{@{}clrrr@{}} +\toprule +\textbf{Rank} & \textbf{Company} & \textbf{Revenue} & \textbf{Share} & \textbf{YoY Growth} \\ +\midrule +1 & Company A & \$X.XX B & XX.X\% & \trendup{} XX\% \\ +\rowcolor{tablealt} 2 & Company B & \$X.XX B & XX.X\% & \trendup{} XX\% \\ +3 & Company C & \$X.XX B & XX.X\% & \trendflat{} XX\% \\ +\rowcolor{tablealt} 4 & Company D & \$X.XX B & XX.X\% & \trendup{} XX\% \\ +5 & Company E & \$X.XX B & XX.X\% & \trenddown{} XX\% \\ +\rowcolor{tablealt} 6 & Company F & \$X.XX B & XX.X\% & \trendup{} XX\% \\ +7 & Company G & \$X.XX B & XX.X\% & \trendup{} XX\% \\ +\rowcolor{tablealt} 8 & Company H & \$X.XX B & XX.X\% & \trendflat{} XX\% \\ +9 & Company I & \$X.XX B & XX.X\% & \trendup{} XX\% \\ +\rowcolor{tablealt} 10 & Company J & \$X.XX B & XX.X\% & \trenddown{} XX\% \\ +\midrule +& Others & \$X.XX B & XX.X\% & -- \\ +\bottomrule +\end{tabular} +\label{tab:market_share} +\end{table} + +\section{Competitive Positioning} + +% VISUAL: Competitive positioning matrix +% python skills/scientific-schematics/scripts/generate_schematic.py "2x2 competitive positioning matrix. X-axis: 'Market Focus' from Niche (left) to Broad (right). Y-axis: 'Solution Approach' from Product (bottom) to Platform (top). Plot 8-10 companies as labeled circles of varying sizes (representing market share). Include quadrant labels" -o figures/competitive_positioning.png --doc-type report + +\begin{figure}[htbp] +\centering +% \includegraphics[width=0.9\textwidth]{../figures/competitive_positioning.png} +\caption{Competitive Positioning Matrix} +\label{fig:competitive_positioning} +\end{figure} + +[Analyze how competitors are positioned in the market based on key dimensions:] + +\subsection{Strategic Groups} + +% VISUAL: Strategic group map +% python skills/scientific-schematics/scripts/generate_schematic.py "Strategic group map with circles representing different strategic groups. X-axis: Geographic Scope (Regional to Global). Y-axis: Product Breadth (Narrow to Broad). Each circle contains multiple company names and is sized by collective market share. 4-5 distinct groups" -o figures/strategic_groups.png --doc-type report + +\begin{figure}[htbp] +\centering +% \includegraphics[width=0.85\textwidth]{../figures/strategic_groups.png} +\caption{Strategic Group Mapping} +\label{fig:strategic_groups} +\end{figure} + +[Identify and describe strategic groups within the competitive landscape] + +\section{Competitive Dynamics} + +[Analyze competitive behaviors and dynamics: +- Recent M\&A activity +- Partnership announcements +- Product launches +- Pricing trends +- Geographic expansion] + +\section{Barriers to Entry} + +[Analyze barriers that protect incumbents and challenge new entrants: +- Capital requirements +- Regulatory barriers +- Technology barriers +- Brand and reputation +- Distribution access +- Economies of scale] + +% ============================================================================ +% CHAPTER 5: CUSTOMER ANALYSIS & SEGMENTATION (4-5 pages) +% ============================================================================ +\chapter{Customer Analysis \& Segmentation} + +\section{Customer Segmentation} + +% VISUAL: Customer segmentation +% python skills/scientific-schematics/scripts/generate_schematic.py "Treemap or pie chart showing customer segments. Segment A XX% (large enterprises), Segment B XX% (mid-market), Segment C XX% (SMB), Segment D XX% (other). Size represents market share. Use distinct colors" -o figures/customer_segments.png --doc-type report + +\begin{figure}[htbp] +\centering +% \includegraphics[width=0.85\textwidth]{../figures/customer_segments.png} +\caption{Customer Segmentation by Market Share} +\label{fig:customer_segments} +\end{figure} + +\begin{table}[htbp] +\centering +\caption{Customer Segment Analysis} +\begin{tabular}{@{}lrrrr@{}} +\toprule +\textbf{Segment} & \textbf{Size} & \textbf{Growth} & \textbf{Avg. Deal} & \textbf{CAC} \\ +\midrule +Large Enterprise & \$X.XX B & XX\% & \$XXX K & \$XX K \\ +\rowcolor{tablealt} Mid-Market & \$X.XX B & XX\% & \$XX K & \$X K \\ +SMB & \$X.XX B & XX\% & \$X K & \$X K \\ +\rowcolor{tablealt} Consumer & \$X.XX B & XX\% & \$XXX & \$XX \\ +\bottomrule +\end{tabular} +\label{tab:customer_segments} +\end{table} + +\subsection{Segment A: [Large Enterprise]} +[Detailed segment analysis including: +- Segment characteristics +- Buying behavior +- Key needs and pain points +- Decision-making process +- Willingness to pay] + +\subsection{Segment B: [Mid-Market]} +[Detailed segment analysis] + +\subsection{Segment C: [SMB]} +[Detailed segment analysis] + +\subsection{Segment D: [Other]} +[Detailed segment analysis] + +\section{Segment Attractiveness} + +% VISUAL: Segment attractiveness matrix +% python skills/scientific-schematics/scripts/generate_schematic.py "2x2 segment attractiveness matrix. X-axis: Segment Size (Small to Large). Y-axis: Growth Rate (Low to High). Plot customer segments as circles. Upper-right: 'Priority', Upper-left: 'Invest to Grow', Lower-right: 'Harvest', Lower-left: 'Deprioritize'. Include segment labels" -o figures/segment_attractiveness.png --doc-type report + +\begin{figure}[htbp] +\centering +% \includegraphics[width=0.85\textwidth]{../figures/segment_attractiveness.png} +\caption{Customer Segment Attractiveness Matrix} +\label{fig:segment_attractiveness} +\end{figure} + +[Analyze which segments are most attractive for investment and focus] + +\section{Customer Needs Analysis} + +[Identify and prioritize customer needs by segment: +- Functional needs +- Emotional needs +- Social needs +- Pain points +- Unmet needs] + +\section{Buying Behavior} + +[Analyze how customers buy in this market: +- Purchase triggers +- Decision-making process +- Key influencers +- Evaluation criteria +- Purchase channels] + +% VISUAL: Customer journey +% python skills/scientific-schematics/scripts/generate_schematic.py "Customer journey diagram showing 5 stages: Awareness → Consideration → Decision → Implementation → Advocacy. Each stage shows key activities, pain points, and touchpoints. Use horizontal flow with icons for each stage" -o figures/customer_journey.png --doc-type report + +\begin{figure}[htbp] +\centering +% \includegraphics[width=\textwidth]{../figures/customer_journey.png} +\caption{Customer Journey Map} +\label{fig:customer_journey} +\end{figure} + +% ============================================================================ +% CHAPTER 6: TECHNOLOGY & INNOVATION LANDSCAPE (4-5 pages) +% ============================================================================ +\chapter{Technology \& Innovation Landscape} + +\section{Current Technology Stack} + +[Describe the technology infrastructure and stack commonly used in the market] + +\section{Technology Roadmap} + +% VISUAL: Technology roadmap +% python skills/scientific-schematics/scripts/generate_schematic.py "Technology roadmap timeline from 2024 to 2030. Show 3 parallel tracks: Core Technology (blue), Emerging Technology (green), and Enabling Technology (orange). Mark key milestones and technology introductions on each track. Use horizontal timeline format" -o figures/technology_roadmap.png --doc-type report + +\begin{figure}[htbp] +\centering +% \includegraphics[width=\textwidth]{../figures/technology_roadmap.png} +\caption{Technology Evolution Roadmap (2024-2030)} +\label{fig:tech_roadmap} +\end{figure} + +[Describe how technology is expected to evolve: +- Near-term (1-2 years) +- Medium-term (3-5 years) +- Long-term (5-10 years)] + +\section{Emerging Technologies} + +[Analyze emerging technologies that could impact the market: +- Technology description +- Current maturity level +- Expected timeline to mainstream adoption +- Potential impact on market] + +\subsection{Technology 1: [Name]} +[Detailed analysis] + +\subsection{Technology 2: [Name]} +[Detailed analysis] + +\subsection{Technology 3: [Name]} +[Detailed analysis] + +\section{Innovation Trends} + +% VISUAL: Innovation matrix +% python skills/scientific-schematics/scripts/generate_schematic.py "Innovation adoption curve or hype cycle diagram showing where key technologies sit. From left to right: Innovation Trigger, Peak of Inflated Expectations, Trough of Disillusionment, Slope of Enlightenment, Plateau of Productivity. Plot 6-8 technologies at different points" -o figures/innovation_curve.png --doc-type report + +\begin{figure}[htbp] +\centering +% \includegraphics[width=\textwidth]{../figures/innovation_curve.png} +\caption{Technology Adoption Curve / Hype Cycle} +\label{fig:innovation} +\end{figure} + +[Analyze innovation trends and R\&D activity: +- R\&D investment levels +- Patent filing trends +- Startup activity +- Corporate innovation initiatives] + +\section{Technology Adoption Barriers} + +[Identify barriers to technology adoption: +- Technical complexity +- Integration challenges +- Cost barriers +- Skills gaps +- Security/privacy concerns] + +% ============================================================================ +% CHAPTER 7: REGULATORY & POLICY ENVIRONMENT (3-4 pages) +% ============================================================================ +\chapter{Regulatory \& Policy Environment} + +\section{Current Regulatory Framework} + +[Describe the current regulatory landscape: +- Key regulations +- Regulatory bodies +- Compliance requirements +- Enforcement mechanisms] + +\section{Regulatory Timeline} + +% VISUAL: Regulatory timeline +% python skills/scientific-schematics/scripts/generate_schematic.py "Regulatory timeline from 2020 to 2028. Show key regulatory milestones as markers on horizontal timeline. Past events in dark blue, future/upcoming in light blue. Include regulation names and effective dates. Mark current date with vertical line" -o figures/regulatory_timeline.png --doc-type report + +\begin{figure}[htbp] +\centering +% \includegraphics[width=\textwidth]{../figures/regulatory_timeline.png} +\caption{Regulatory Development Timeline} +\label{fig:regulatory_timeline} +\end{figure} + +[Chronological analysis of regulatory developments] + +\section{Regulatory Impact Analysis} + +[Analyze how regulations impact the market: +- Compliance costs +- Market access implications +- Competitive implications +- Product/service requirements] + +\section{Policy Trends} + +[Identify policy trends that could affect the market: +- Government priorities +- Funding initiatives +- Trade policies +- Environmental policies] + +\section{Regional Regulatory Differences} + +[Compare regulatory environments across regions: +- North America +- Europe +- Asia-Pacific +- Other regions] + +% ============================================================================ +% CHAPTER 8: RISK ANALYSIS (3-4 pages) +% ============================================================================ +\chapter{Risk Analysis} + +\section{Risk Overview} + +[Provide overview of key risks facing market participants] + +\section{Risk Assessment} + +% VISUAL: Risk heatmap +% python skills/scientific-schematics/scripts/generate_schematic.py "Risk heatmap matrix. X-axis: Impact (Low to Critical). Y-axis: Probability (Unlikely to Very Likely). Plot 10-12 risks as labeled circles. Color code: Green (low risk), Yellow (medium), Orange (high), Red (critical). Include risk labels" -o figures/risk_heatmap.png --doc-type report + +\begin{figure}[htbp] +\centering +% \includegraphics[width=0.9\textwidth]{../figures/risk_heatmap.png} +\caption{Risk Assessment Heatmap} +\label{fig:risk_heatmap} +\end{figure} + +\begin{table}[htbp] +\centering +\caption{Risk Register Summary} +\begin{tabular}{@{}llccl@{}} +\toprule +\textbf{Risk} & \textbf{Category} & \textbf{Probability} & \textbf{Impact} & \textbf{Rating} \\ +\midrule +Risk 1 & Market & High & High & \riskhigh{} \\ +\rowcolor{tablealt} Risk 2 & Regulatory & Medium & High & \riskhigh{} \\ +Risk 3 & Technology & Medium & Medium & \riskmedium{} \\ +\rowcolor{tablealt} Risk 4 & Competitive & High & Medium & \riskmedium{} \\ +Risk 5 & Operational & Low & High & \riskmedium{} \\ +\rowcolor{tablealt} Risk 6 & Financial & Low & Medium & \risklow{} \\ +\bottomrule +\end{tabular} +\label{tab:risk_register} +\end{table} + +\subsection{Market Risks} +[Detailed analysis of market-related risks] + +\subsection{Competitive Risks} +[Detailed analysis of competitive risks] + +\subsection{Regulatory Risks} +[Detailed analysis of regulatory risks] + +\subsection{Technology Risks} +[Detailed analysis of technology risks] + +\subsection{Operational Risks} +[Detailed analysis of operational risks] + +\subsection{Financial Risks} +[Detailed analysis of financial risks] + +\section{Risk Mitigation Strategies} + +% VISUAL: Risk mitigation matrix +% python skills/scientific-schematics/scripts/generate_schematic.py "Risk mitigation matrix showing risks in left column and corresponding mitigation strategies in right column. Connect risks to mitigations with arrows. Color code by risk severity. Include both prevention and response strategies" -o figures/risk_mitigation.png --doc-type report + +\begin{figure}[htbp] +\centering +% \includegraphics[width=0.9\textwidth]{../figures/risk_mitigation.png} +\caption{Risk Mitigation Framework} +\label{fig:risk_mitigation} +\end{figure} + +[Describe strategies to mitigate identified risks] + +\begin{riskbox}[Risk Mitigation Summary] +\begin{enumerate} + \item \textbf{[Risk 1]:} [Mitigation strategy] + \item \textbf{[Risk 2]:} [Mitigation strategy] + \item \textbf{[Risk 3]:} [Mitigation strategy] + \item \textbf{[Risk 4]:} [Mitigation strategy] +\end{enumerate} +\end{riskbox} + +% ============================================================================ +% CHAPTER 9: STRATEGIC OPPORTUNITIES & RECOMMENDATIONS (4-5 pages) +% ============================================================================ +\chapter{Strategic Opportunities \& Recommendations} + +\section{Opportunity Analysis} + +% VISUAL: Opportunity matrix +% python skills/scientific-schematics/scripts/generate_schematic.py "2x2 opportunity matrix. X-axis: Market Attractiveness (Low to High). Y-axis: Ability to Win (Low to High). Plot 6-8 opportunities as labeled circles of varying sizes. Upper-right: 'Pursue Aggressively', Upper-left: 'Selective Investment', Lower-right: 'Build Capabilities', Lower-left: 'Avoid'" -o figures/opportunity_matrix.png --doc-type report + +\begin{figure}[htbp] +\centering +% \includegraphics[width=0.9\textwidth]{../figures/opportunity_matrix.png} +\caption{Strategic Opportunity Assessment Matrix} +\label{fig:opportunity_matrix} +\end{figure} + +[Identify and analyze strategic opportunities in the market] + +\subsection{Opportunity 1: [Name]} +\begin{opportunitybox}[Opportunity: [Name]] +\textbf{Description:} [Brief description] + +\textbf{Market Size:} \marketsize{X.X billion} + +\textbf{Growth Rate:} \growthrate{XX.X} + +\textbf{Strategic Fit:} \rating{4} + +\textbf{Investment Required:} \$XX million +\end{opportunitybox} + +[Detailed analysis of the opportunity] + +\subsection{Opportunity 2: [Name]} +[Detailed analysis] + +\subsection{Opportunity 3: [Name]} +[Detailed analysis] + +\section{Strategic Options Analysis} + +[Analyze different strategic approaches: +- Build (organic development) +- Buy (M\&A) +- Partner (strategic alliances) +- Ignore (not pursue)] + +\section{Prioritized Recommendations} + +% VISUAL: Recommendation priority matrix +% python skills/scientific-schematics/scripts/generate_schematic.py "Priority matrix showing recommendations. X-axis: Effort/Investment (Low to High). Y-axis: Impact/Value (Low to High). Plot 6-8 recommendations. Upper-left: 'Quick Wins', Upper-right: 'Major Projects', Lower-left: 'Fill-ins', Lower-right: 'Thankless Tasks'. Label each recommendation" -o figures/recommendation_priority.png --doc-type report + +\begin{figure}[htbp] +\centering +% \includegraphics[width=0.85\textwidth]{../figures/recommendation_priority.png} +\caption{Recommendation Priority Framework} +\label{fig:recommendations} +\end{figure} + +\begin{recommendationbox}[Strategic Recommendations] +\textbf{Tier 1: Immediate Priority} +\begin{enumerate} + \item \textbf{[Recommendation 1]:} [Detailed action with expected outcome, timeline, and investment] + \item \textbf{[Recommendation 2]:} [Detailed action] +\end{enumerate} + +\textbf{Tier 2: Near-Term (6-12 months)} +\begin{enumerate}[start=3] + \item \textbf{[Recommendation 3]:} [Detailed action] + \item \textbf{[Recommendation 4]:} [Detailed action] +\end{enumerate} + +\textbf{Tier 3: Medium-Term (1-2 years)} +\begin{enumerate}[start=5] + \item \textbf{[Recommendation 5]:} [Detailed action] + \item \textbf{[Recommendation 6]:} [Detailed action] +\end{enumerate} +\end{recommendationbox} + +\section{Success Factors} + +[Identify critical success factors for implementing recommendations: +- Organizational capabilities +- Resource requirements +- Timing considerations +- External dependencies] + +% ============================================================================ +% CHAPTER 10: IMPLEMENTATION ROADMAP (3-4 pages) +% ============================================================================ +\chapter{Implementation Roadmap} + +\section{Implementation Overview} + +[Provide overview of implementation approach and timeline] + +\section{Phased Implementation Plan} + +% VISUAL: Implementation timeline +% python skills/scientific-schematics/scripts/generate_schematic.py "Gantt chart style implementation timeline showing 4 phases over 24 months. Phase 1: Foundation (months 1-6), Phase 2: Build (months 4-12), Phase 3: Scale (months 10-18), Phase 4: Optimize (months 16-24). Show overlapping phases with key milestones marked. Use different colors for each phase" -o figures/implementation_timeline.png --doc-type report + +\begin{figure}[htbp] +\centering +% \includegraphics[width=\textwidth]{../figures/implementation_timeline.png} +\caption{Implementation Roadmap Timeline} +\label{fig:implementation} +\end{figure} + +\subsection{Phase 1: Foundation (Months 1-6)} +[Detailed activities and deliverables for Phase 1] + +\subsection{Phase 2: Build (Months 4-12)} +[Detailed activities and deliverables for Phase 2] + +\subsection{Phase 3: Scale (Months 10-18)} +[Detailed activities and deliverables for Phase 3] + +\subsection{Phase 4: Optimize (Months 16-24)} +[Detailed activities and deliverables for Phase 4] + +\section{Key Milestones} + +% VISUAL: Milestone tracker +% python skills/scientific-schematics/scripts/generate_schematic.py "Milestone tracker showing 8-10 key milestones on a horizontal timeline. Each milestone has a date, name, and status indicator (completed=green checkmark, in-progress=yellow circle, upcoming=gray circle). Group by phase" -o figures/milestone_tracker.png --doc-type report + +\begin{figure}[htbp] +\centering +% \includegraphics[width=\textwidth]{../figures/milestone_tracker.png} +\caption{Key Implementation Milestones} +\label{fig:milestones} +\end{figure} + +\begin{table}[htbp] +\centering +\caption{Implementation Milestones} +\begin{tabular}{@{}llll@{}} +\toprule +\textbf{Milestone} & \textbf{Target Date} & \textbf{Owner} & \textbf{Success Criteria} \\ +\midrule +Milestone 1 & Month 3 & [Owner] & [Criteria] \\ +\rowcolor{tablealt} Milestone 2 & Month 6 & [Owner] & [Criteria] \\ +Milestone 3 & Month 9 & [Owner] & [Criteria] \\ +\rowcolor{tablealt} Milestone 4 & Month 12 & [Owner] & [Criteria] \\ +Milestone 5 & Month 18 & [Owner] & [Criteria] \\ +\rowcolor{tablealt} Milestone 6 & Month 24 & [Owner] & [Criteria] \\ +\bottomrule +\end{tabular} +\label{tab:milestones} +\end{table} + +\section{Resource Requirements} + +[Detail resource requirements for implementation: +- Team structure +- Budget allocation +- Technology requirements +- External support needs] + +\section{Governance Structure} + +[Define governance for implementation: +- Decision-making authority +- Reporting structure +- Review cadence +- Escalation paths] + +% ============================================================================ +% CHAPTER 11: INVESTMENT THESIS & FINANCIAL PROJECTIONS (3-4 pages) +% ============================================================================ +\chapter{Investment Thesis \& Financial Projections} + +\section{Investment Summary} + +[Summarize the investment opportunity: +- Key value drivers +- Expected returns +- Investment timeline +- Risk-adjusted assessment] + +\begin{executivesummarybox}[Investment Thesis] +The \reporttitle{} market presents a compelling investment opportunity characterized by: + +\begin{itemize} + \item \textbf{Large Market:} \marketsize{XX billion} TAM growing at \growthrate{XX.X} CAGR + \item \textbf{Favorable Dynamics:} [Key market dynamics] + \item \textbf{Strong Drivers:} [Key growth drivers] + \item \textbf{Manageable Risks:} [Risk summary] + \item \textbf{Clear Path to Value:} [Value creation summary] +\end{itemize} +\end{executivesummarybox} + +\section{Financial Projections} + +% VISUAL: Financial projections +% python skills/scientific-schematics/scripts/generate_schematic.py "Financial projections chart showing revenue growth over 5 years. Bar chart for revenue with line overlay for growth rate. Three scenarios: Conservative (gray bars), Base Case (blue bars), Optimistic (green bars). Y-axis dual: Revenue ($M) and Growth (%). Include data labels" -o figures/financial_projections.png --doc-type report + +\begin{figure}[htbp] +\centering +% \includegraphics[width=0.9\textwidth]{../figures/financial_projections.png} +\caption{Financial Projections (5-Year)} +\label{fig:financials} +\end{figure} + +\begin{table}[htbp] +\centering +\caption{Financial Projections Summary} +\begin{tabular}{@{}lrrrrr@{}} +\toprule +\textbf{Metric} & \textbf{Year 1} & \textbf{Year 2} & \textbf{Year 3} & \textbf{Year 4} & \textbf{Year 5} \\ +\midrule +Revenue (\$M) & \$XX & \$XX & \$XX & \$XX & \$XX \\ +\rowcolor{tablealt} Growth Rate & XX\% & XX\% & XX\% & XX\% & XX\% \\ +Gross Margin & XX\% & XX\% & XX\% & XX\% & XX\% \\ +\rowcolor{tablealt} EBITDA (\$M) & \$XX & \$XX & \$XX & \$XX & \$XX \\ +EBITDA Margin & XX\% & XX\% & XX\% & XX\% & XX\% \\ +\bottomrule +\end{tabular} +\label{tab:financials} +\end{table} + +\section{Scenario Analysis} + +% VISUAL: Scenario comparison +% python skills/scientific-schematics/scripts/generate_schematic.py "Scenario comparison chart showing 3 scenarios (Conservative, Base, Optimistic) across key metrics. Use grouped bar chart with metrics on X-axis (Revenue Y5, EBITDA Y5, Market Share, ROI) and values on Y-axis. Color code by scenario" -o figures/scenario_analysis.png --doc-type report + +\begin{figure}[htbp] +\centering +% \includegraphics[width=0.85\textwidth]{../figures/scenario_analysis.png} +\caption{Scenario Analysis Comparison} +\label{fig:scenarios} +\end{figure} + +\subsection{Conservative Scenario} +[Detailed assumptions and outcomes for conservative case] + +\subsection{Base Case Scenario} +[Detailed assumptions and outcomes for base case] + +\subsection{Optimistic Scenario} +[Detailed assumptions and outcomes for optimistic case] + +\section{Key Assumptions} + +[Document key assumptions underlying financial projections: +- Market growth assumptions +- Pricing assumptions +- Cost assumptions +- Competitive assumptions +- Timing assumptions] + +\section{Sensitivity Analysis} + +[Analyze sensitivity of projections to key variables: +- Revenue sensitivity to market growth +- Margin sensitivity to pricing +- Returns sensitivity to timing] + +\section{Return Expectations} + +[Summarize expected returns: +- ROI projections +- Payback period +- IRR estimates +- Multiple analysis] + +% ============================================================================ +% APPENDICES +% ============================================================================ +\appendix + +% ============================================================================ +% APPENDIX A: METHODOLOGY & DATA SOURCES +% ============================================================================ +\chapter{Methodology \& Data Sources} + +\section{Research Methodology} + +[Describe the research methodology used: +- Primary research methods +- Secondary research sources +- Data collection timeframe +- Analytical frameworks applied] + +\section{Data Sources} + +[List all data sources used in the report: +- Market research reports +- Industry databases +- Government statistics +- Company reports +- Expert interviews +- Academic publications] + +\section{Limitations} + +[Acknowledge limitations of the analysis: +- Data availability constraints +- Methodological limitations +- Forecast uncertainty +- Scope limitations] + +% ============================================================================ +% APPENDIX B: DETAILED MARKET DATA +% ============================================================================ +\chapter{Detailed Market Data} + +\section{Historical Market Data} + +[Provide detailed historical market data tables] + +\section{Regional Data Breakdown} + +[Provide detailed regional market data] + +\section{Segment Data Details} + +[Provide detailed segment-level data] + +\section{Competitive Data} + +[Provide detailed competitive data tables] + +% ============================================================================ +% APPENDIX C: COMPANY PROFILES +% ============================================================================ +\chapter{Company Profiles} + +\section{Company A} + +\begin{calloutbox}[Company Profile: Company A] +\textbf{Headquarters:} [Location] + +\textbf{Revenue:} \$X.X billion (FY2024) + +\textbf{Employees:} X,XXX + +\textbf{Market Position:} [Position description] + +\textbf{Key Products/Services:} [List] + +\textbf{Recent Developments:} [Summary] +\end{calloutbox} + +[Brief narrative description of company strategy and positioning] + +\section{Company B} +[Company profile] + +\section{Company C} +[Company profile] + +\section{Company D} +[Company profile] + +\section{Company E} +[Company profile] + +% ============================================================================ +% REFERENCES +% ============================================================================ +\newpage +\bibliographystyle{plainnat} +\bibliography{../references/references} + +% Alternative: Manual bibliography if not using BibTeX +% \begin{thebibliography}{99} +% +% \bibitem{source1} +% Author1, A.B. (2024). +% Title of report or article. +% \textit{Publisher/Source}. +% URL +% +% \bibitem{source2} +% [Continue with all references...] +% +% \end{thebibliography} + +% ============================================================================ +% END OF DOCUMENT +% ============================================================================ +\end{document} diff --git a/assets/market_research.sty b/assets/market_research.sty new file mode 100644 index 0000000..d383941 --- /dev/null +++ b/assets/market_research.sty @@ -0,0 +1,564 @@ +% market_research.sty - Professional Market Research Report Styling +% For use with XeLaTeX or LuaLaTeX +% Style inspired by top consulting firms (McKinsey, BCG, Gartner) + +\ProvidesPackage{market_research}[2024/01/01 Market Research Report Style] + +% ============================================================================ +% REQUIRED PACKAGES +% ============================================================================ + +% Page layout and geometry +\RequirePackage[margin=1in]{geometry} +\RequirePackage{setspace} + +% Typography +\RequirePackage[utf8]{inputenc} +\RequirePackage[T1]{fontenc} +\RequirePackage{helvet} +\renewcommand{\familydefault}{\sfdefault} + +% Colors and graphics +\RequirePackage{xcolor} +\RequirePackage{graphicx} +\RequirePackage{tikz} + +% Tables +\RequirePackage{longtable} +\RequirePackage{booktabs} +\RequirePackage{multirow} +\RequirePackage{array} +\RequirePackage{colortbl} + +% Lists and formatting +\RequirePackage{enumitem} +\RequirePackage{parskip} + +% Boxes and callouts +\RequirePackage[most]{tcolorbox} + +% Headers and footers +\RequirePackage{fancyhdr} +\RequirePackage{titlesec} + +% Hyperlinks and references +\RequirePackage{hyperref} +\RequirePackage[numbers,sort&compress]{natbib} + +% Math (for financial projections) +\RequirePackage{amsmath} + +% Captions +\RequirePackage{caption} +\RequirePackage{subcaption} + +% ============================================================================ +% COLOR DEFINITIONS +% ============================================================================ + +% Primary colors (professional blue palette) +\definecolor{primaryblue}{RGB}{0, 51, 102} % Deep navy blue +\definecolor{secondaryblue}{RGB}{51, 102, 153} % Medium blue +\definecolor{lightblue}{RGB}{173, 216, 230} % Light blue for backgrounds +\definecolor{accentblue}{RGB}{0, 120, 215} % Bright accent blue + +% Secondary colors (complementary) +\definecolor{accentgreen}{RGB}{0, 128, 96} % Teal green +\definecolor{lightgreen}{RGB}{200, 230, 201} % Light green background +\definecolor{darkgreen}{RGB}{27, 94, 32} % Dark green + +% Warning and risk colors +\definecolor{warningorange}{RGB}{255, 140, 0} % Orange for warnings +\definecolor{lightorange}{RGB}{255, 243, 224} % Light orange background +\definecolor{alertred}{RGB}{198, 40, 40} % Red for critical items +\definecolor{lightred}{RGB}{255, 235, 238} % Light red background + +% Recommendation and action colors +\definecolor{recommendpurple}{RGB}{103, 58, 183} % Purple for recommendations +\definecolor{lightpurple}{RGB}{237, 231, 246} % Light purple background + +% Neutral colors +\definecolor{darkgray}{RGB}{66, 66, 66} % Dark gray for text +\definecolor{mediumgray}{RGB}{117, 117, 117} % Medium gray +\definecolor{lightgray}{RGB}{240, 240, 240} % Light gray backgrounds +\definecolor{tablegray}{RGB}{250, 250, 250} % Table row alternating +\definecolor{tablealt}{RGB}{245, 247, 250} % Alternating table row + +% Chart colors (colorblind-friendly palette) +\definecolor{chart1}{RGB}{0, 114, 178} % Blue +\definecolor{chart2}{RGB}{230, 159, 0} % Orange +\definecolor{chart3}{RGB}{0, 158, 115} % Green +\definecolor{chart4}{RGB}{204, 121, 167} % Pink +\definecolor{chart5}{RGB}{86, 180, 233} % Sky blue +\definecolor{chart6}{RGB}{213, 94, 0} % Vermillion +\definecolor{chart7}{RGB}{240, 228, 66} % Yellow + +% ============================================================================ +% HYPERLINK CONFIGURATION +% ============================================================================ + +\hypersetup{ + colorlinks=true, + linkcolor=primaryblue, + filecolor=primaryblue, + urlcolor=accentblue, + citecolor=secondaryblue, + pdftitle={Market Research Report}, + pdfauthor={Market Intelligence}, + pdfsubject={Market Analysis}, +} + +% ============================================================================ +% CHAPTER AND SECTION FORMATTING +% ============================================================================ + +% Chapter formatting - 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All data sources are cited and independently verifiable.} + } + + \end{titlepage} +} + +% ============================================================================ +% APPENDIX SECTION COMMAND +% ============================================================================ + +\newcommand{\appendixsection}[1]{% + \section*{#1} + \addcontentsline{toc}{section}{#1} +} + +% ============================================================================ +% FRAMEWORK BOXES +% ============================================================================ + +% SWOT Analysis Box +\newtcolorbox{swotbox}[1][SWOT Analysis]{ + enhanced, + colback=white, + colframe=secondaryblue, + fonttitle=\bfseries\color{white}, + title=#1, + coltitle=white, + colbacktitle=secondaryblue, + boxrule=1.5pt, + arc=5pt, + left=10pt, + right=10pt, + top=10pt, + bottom=10pt, + before skip=15pt, + after skip=15pt, +} + +% Porter's Five Forces Box +\newtcolorbox{porterbox}[1][Porter's Five Forces]{ + enhanced, + colback=white, + colframe=primaryblue, + fonttitle=\bfseries\color{white}, + title=#1, + coltitle=white, + colbacktitle=primaryblue, + boxrule=1.5pt, + arc=5pt, + left=10pt, + right=10pt, + top=10pt, + bottom=10pt, + before skip=15pt, + after skip=15pt, +} + +% ============================================================================ +% PAGE LAYOUT ADJUSTMENTS +% ============================================================================ + +% Spacing +\setstretch{1.15} +\setlength{\parskip}{0.5em} + +% Prevent orphans and widows +\clubpenalty=10000 +\widowpenalty=10000 + +% Float placement +\renewcommand{\topfraction}{0.9} +\renewcommand{\bottomfraction}{0.8} +\renewcommand{\textfraction}{0.07} +\renewcommand{\floatpagefraction}{0.7} + +% ============================================================================ +% END OF STYLE FILE +% ============================================================================ + +\endinput diff --git a/references/data_analysis_patterns.md b/references/data_analysis_patterns.md new file mode 100644 index 0000000..f94863b --- /dev/null +++ b/references/data_analysis_patterns.md @@ -0,0 +1,548 @@ +# Data Analysis Patterns for Market Research + +Templates and frameworks for conducting rigorous market analysis. + +--- + +## Market Sizing Frameworks + +### TAM/SAM/SOM Analysis + +**Total Addressable Market (TAM)** represents the total revenue opportunity if 100% market share was achieved. + +#### Top-Down Approach +``` +TAM = Total Industry Revenue (from market research reports) + +Example: +- Global AI Software Market (2024): $184 billion +- Source: Gartner, IDC, or similar +``` + +#### Bottom-Up Approach +``` +TAM = Number of Potential Customers × Average Revenue per Customer + +Example: +- Number of enterprises globally: 400 million +- Target segment (large enterprises): 50,000 +- Average annual spend on solution: $500,000 +- TAM = 50,000 × $500,000 = $25 billion +``` + +**Serviceable Addressable Market (SAM)** represents the portion of TAM that can be served given product/service capabilities. + +``` +SAM = TAM × Applicable Segment % + +Example: +- TAM: $25 billion +- Geographic constraint (North America only): 40% +- Product fit (enterprise only): 60% +- SAM = $25B × 40% × 60% = $6 billion +``` + +**Serviceable Obtainable Market (SOM)** represents realistic market share capture. + +``` +SOM = SAM × Achievable Market Share % + +Example: +- SAM: $6 billion +- Conservative market share (5%): $300 million +- Base case market share (10%): $600 million +- Optimistic market share (15%): $900 million +``` + +### Growth Rate Calculation + +#### CAGR (Compound Annual Growth Rate) +``` +CAGR = (End Value / Start Value)^(1/n) - 1 + +Where n = number of years + +Example: +- 2020 market size: $10 billion +- 2024 market size: $18 billion +- n = 4 years +- CAGR = (18/10)^(1/4) - 1 = 15.8% +``` + +#### Year-over-Year Growth +``` +YoY Growth = (Current Year - Previous Year) / Previous Year × 100 + +Example: +- 2023: $15 billion +- 2024: $18 billion +- YoY Growth = (18-15)/15 × 100 = 20% +``` + +--- + +## Porter's Five Forces Analysis + +### Framework Template + +For each force, assess: **HIGH**, **MEDIUM**, or **LOW** + +#### 1. Threat of New Entrants + +**Factors to evaluate:** +| Factor | Assessment | Notes | +|--------|------------|-------| +| Capital requirements | High/Med/Low | $ required to enter | +| Economies of scale | Strong/Moderate/Weak | Incumbent advantages | +| Brand loyalty | High/Med/Low | Customer switching cost | +| Access to distribution | Easy/Moderate/Difficult | Channel availability | +| Regulatory barriers | High/Med/Low | Licensing, certifications | +| Proprietary technology | Critical/Important/Minor | IP and know-how | +| Expected retaliation | Aggressive/Moderate/Passive | Incumbent response | + +**Overall Assessment:** [HIGH/MEDIUM/LOW] + +**Key Insights:** [Summary of implications] + +#### 2. Bargaining Power of Suppliers + +**Factors to evaluate:** +| Factor | Assessment | Notes | +|--------|------------|-------| +| Supplier concentration | High/Med/Low | Number of suppliers | +| Switching costs | High/Med/Low | Cost to change suppliers | +| Supplier differentiation | High/Med/Low | Uniqueness of inputs | +| Forward integration threat | High/Med/Low | Can suppliers compete? | +| Importance to supplier | Critical/Important/Minor | Your share of their revenue | +| Substitute inputs | Many/Some/Few | Alternatives available | + +**Overall Assessment:** [HIGH/MEDIUM/LOW] + +#### 3. Bargaining Power of Buyers + +**Factors to evaluate:** +| Factor | Assessment | Notes | +|--------|------------|-------| +| Buyer concentration | High/Med/Low | Few large vs. many small | +| Purchase volume | Large/Medium/Small | Relative importance | +| Switching costs | Low/Med/High | Cost to change vendors | +| Price sensitivity | High/Med/Low | Focus on price vs. value | +| Backward integration threat | High/Med/Low | Can buyers self-supply? | +| Information availability | Full/Partial/Limited | Market transparency | + +**Overall Assessment:** [HIGH/MEDIUM/LOW] + +#### 4. Threat of Substitutes + +**Factors to evaluate:** +| Factor | Assessment | Notes | +|--------|------------|-------| +| Substitute availability | Many/Some/Few | Number of alternatives | +| Price-performance ratio | Better/Same/Worse | Value comparison | +| Switching costs | Low/Med/High | Friction to substitute | +| Buyer propensity to switch | High/Med/Low | Willingness to change | +| Perceived differentiation | Low/Med/High | Unique value | + +**Overall Assessment:** [HIGH/MEDIUM/LOW] + +#### 5. Competitive Rivalry + +**Factors to evaluate:** +| Factor | Assessment | Notes | +|--------|------------|-------| +| Number of competitors | Many/Several/Few | Market fragmentation | +| Industry growth | Slow/Moderate/Fast | Growth rate impact | +| Fixed costs | High/Med/Low | Pressure to fill capacity | +| Product differentiation | Low/Med/High | Commoditization level | +| Exit barriers | High/Med/Low | Difficulty leaving market | +| Strategic stakes | High/Med/Low | Importance to competitors | + +**Overall Assessment:** [HIGH/MEDIUM/LOW] + +### Five Forces Summary Table + +| Force | Rating | Key Drivers | Implications | +|-------|--------|-------------|--------------| +| New Entrants | [H/M/L] | [Top factors] | [Strategic impact] | +| Supplier Power | [H/M/L] | [Top factors] | [Strategic impact] | +| Buyer Power | [H/M/L] | [Top factors] | [Strategic impact] | +| Substitutes | [H/M/L] | [Top factors] | [Strategic impact] | +| Rivalry | [H/M/L] | [Top factors] | [Strategic impact] | + +**Overall Industry Attractiveness:** [ATTRACTIVE / MODERATE / UNATTRACTIVE] + +--- + +## PESTLE Analysis + +### Framework Template + +#### Political Factors + +| Factor | Current State | Trend | Impact | Time Horizon | +|--------|---------------|-------|--------|--------------| +| Government stability | | ↑ ↓ → | H/M/L | Short/Med/Long | +| Trade policies | | ↑ ↓ → | H/M/L | | +| Tax regulations | | ↑ ↓ → | H/M/L | | +| Government support | | ↑ ↓ → | H/M/L | | +| Political relations | | ↑ ↓ → | H/M/L | | + +**Key Political Implications:** [Summary] + +#### Economic Factors + +| Factor | Current State | Trend | Impact | Time Horizon | +|--------|---------------|-------|--------|--------------| +| GDP growth | X.X% | ↑ ↓ → | H/M/L | | +| Interest rates | X.X% | ↑ ↓ → | H/M/L | | +| Inflation | X.X% | ↑ ↓ → | H/M/L | | +| Exchange rates | | ↑ ↓ → | H/M/L | | +| Consumer spending | | ↑ ↓ → | H/M/L | | +| Unemployment | X.X% | ↑ ↓ → | H/M/L | | + +**Key Economic Implications:** [Summary] + +#### Social Factors + +| Factor | Current State | Trend | Impact | Time Horizon | +|--------|---------------|-------|--------|--------------| +| Demographics | | ↑ ↓ → | H/M/L | | +| Cultural attitudes | | ↑ ↓ → | H/M/L | | +| Consumer behavior | | ↑ ↓ → | H/M/L | | +| Education levels | | ↑ ↓ → | H/M/L | | +| Health consciousness | | ↑ ↓ → | H/M/L | | +| Work-life balance | | ↑ ↓ → | H/M/L | | + +**Key Social Implications:** [Summary] + +#### Technological Factors + +| Factor | Current State | Trend | Impact | Time Horizon | +|--------|---------------|-------|--------|--------------| +| R&D activity | | ↑ ↓ → | H/M/L | | +| Technology adoption | | ↑ ↓ → | H/M/L | | +| Automation | | ↑ ↓ → | H/M/L | | +| Digital infrastructure | | ↑ ↓ → | H/M/L | | +| Innovation rate | | ↑ ↓ → | H/M/L | | +| Disruptive tech | | ↑ ↓ → | H/M/L | | + +**Key Technological Implications:** [Summary] + +#### Legal Factors + +| Factor | Current State | Trend | Impact | Time Horizon | +|--------|---------------|-------|--------|--------------| +| Industry regulations | | ↑ ↓ → | H/M/L | | +| Data protection | | ↑ ↓ → | H/M/L | | +| Employment law | | ↑ ↓ → | H/M/L | | +| Consumer protection | | ↑ ↓ → | H/M/L | | +| IP rights | | ↑ ↓ → | H/M/L | | +| Antitrust | | ↑ ↓ → | H/M/L | | + +**Key Legal Implications:** [Summary] + +#### Environmental Factors + +| Factor | Current State | Trend | Impact | Time Horizon | +|--------|---------------|-------|--------|--------------| +| Climate change | | ↑ ↓ → | H/M/L | | +| Sustainability reqs | | ↑ ↓ → | H/M/L | | +| Resource availability | | ↑ ↓ → | H/M/L | | +| Waste management | | ↑ ↓ → | H/M/L | | +| Carbon regulations | | ↑ ↓ → | H/M/L | | +| Environmental awareness | | ↑ ↓ → | H/M/L | | + +**Key Environmental Implications:** [Summary] + +--- + +## SWOT Analysis + +### Framework Template + +#### Strengths (Internal, Positive) +| Strength | Evidence | Strategic Value | +|----------|----------|-----------------| +| [Strength 1] | [Data/proof] | High/Med/Low | +| [Strength 2] | [Data/proof] | High/Med/Low | +| [Strength 3] | [Data/proof] | High/Med/Low | + +**Core Strengths Summary:** [2-3 sentence synthesis] + +#### Weaknesses (Internal, Negative) +| Weakness | Evidence | Severity | +|----------|----------|----------| +| [Weakness 1] | [Data/proof] | Critical/Moderate/Minor | +| [Weakness 2] | [Data/proof] | Critical/Moderate/Minor | +| [Weakness 3] | [Data/proof] | Critical/Moderate/Minor | + +**Key Vulnerabilities Summary:** [2-3 sentence synthesis] + +#### Opportunities (External, Positive) +| Opportunity | Size/Potential | Timeframe | +|-------------|----------------|-----------| +| [Opportunity 1] | $X / High/Med/Low | Short/Med/Long | +| [Opportunity 2] | $X / High/Med/Low | Short/Med/Long | +| [Opportunity 3] | $X / High/Med/Low | Short/Med/Long | + +**Priority Opportunities Summary:** [2-3 sentence synthesis] + +#### Threats (External, Negative) +| Threat | Likelihood | Impact | +|--------|------------|--------| +| [Threat 1] | High/Med/Low | High/Med/Low | +| [Threat 2] | High/Med/Low | High/Med/Low | +| [Threat 3] | High/Med/Low | High/Med/Low | + +**Critical Threats Summary:** [2-3 sentence synthesis] + +### SWOT Strategy Matrix + +| | **Strengths** | **Weaknesses** | +|---|---------------|----------------| +| **Opportunities** | **SO Strategies** (use strengths to capture opportunities) | **WO Strategies** (overcome weaknesses to capture opportunities) | +| **Threats** | **ST Strategies** (use strengths to mitigate threats) | **WT Strategies** (minimize weaknesses and avoid threats) | + +--- + +## BCG Growth-Share Matrix + +### Framework Template + +**Axes:** +- X-axis: Relative Market Share (High → Low, logarithmic scale) +- Y-axis: Market Growth Rate (High → Low, typically 10% as midpoint) + +### Quadrant Definitions + +| Quadrant | Growth | Share | Characteristics | Strategy | +|----------|--------|-------|-----------------|----------| +| **Stars** | High | High | Market leaders in growing markets | Invest to maintain position | +| **Cash Cows** | Low | High | Market leaders in mature markets | Harvest for cash flow | +| **Question Marks** | High | Low | Small share in growing markets | Invest selectively or divest | +| **Dogs** | Low | Low | Small share in mature markets | Divest or minimize investment | + +### Product/Business Unit Analysis + +| Product/BU | Market Growth | Relative Share | Quadrant | Recommended Strategy | +|------------|---------------|----------------|----------|---------------------| +| [Product A] | X.X% | X.X | Star/Cow/QM/Dog | [Strategy] | +| [Product B] | X.X% | X.X | Star/Cow/QM/Dog | [Strategy] | +| [Product C] | X.X% | X.X | Star/Cow/QM/Dog | [Strategy] | + +### Portfolio Balance Assessment + +| Quadrant | Number of Products | Revenue % | Investment Priority | +|----------|-------------------|-----------|---------------------| +| Stars | X | X% | High | +| Cash Cows | X | X% | Maintain | +| Question Marks | X | X% | Selective | +| Dogs | X | X% | Low/Divest | + +--- + +## Value Chain Analysis + +### Framework Template + +#### Primary Activities + +| Activity | Description | Value Created | Cost | Competitive Position | +|----------|-------------|---------------|------|---------------------| +| **Inbound Logistics** | Receiving, storing, inventory | | $X | Strong/Average/Weak | +| **Operations** | Manufacturing, assembly | | $X | Strong/Average/Weak | +| **Outbound Logistics** | Distribution, delivery | | $X | Strong/Average/Weak | +| **Marketing & Sales** | Promotion, sales force | | $X | Strong/Average/Weak | +| **Service** | Installation, support, repair | | $X | Strong/Average/Weak | + +#### Support Activities + +| Activity | Description | Value Created | Cost | Competitive Position | +|----------|-------------|---------------|------|---------------------| +| **Infrastructure** | Management, finance, legal | | $X | Strong/Average/Weak | +| **HR Management** | Recruiting, training, comp | | $X | Strong/Average/Weak | +| **Technology Dev** | R&D, process improvement | | $X | Strong/Average/Weak | +| **Procurement** | Purchasing, supplier mgmt | | $X | Strong/Average/Weak | + +### Value Chain Margin Analysis + +``` +Total Revenue: $XXX +- Inbound Logistics: ($XX) +- Operations: ($XX) +- Outbound Logistics: ($XX) +- Marketing & Sales: ($XX) +- Service: ($XX) +- Support Activities: ($XX) += Margin: $XX (X%) +``` + +### Competitive Comparison + +| Activity | Company | Industry Avg | Best-in-Class | Gap | +|----------|---------|--------------|---------------|-----| +| [Activity] | X% | Y% | Z% | +/-X% | + +--- + +## Competitive Positioning Analysis + +### Framework Template + +#### Positioning Dimensions + +Common positioning dimension pairs: +- Price vs. Quality +- Market Focus (Niche vs. Broad) +- Solution Type (Product vs. Platform) +- Geographic Scope (Regional vs. Global) +- Customer Focus (Enterprise vs. SMB vs. Consumer) +- Innovation Level (Leader vs. Follower) + +#### Competitor Mapping + +| Competitor | Dimension 1 Score (1-10) | Dimension 2 Score (1-10) | Market Share | Notes | +|------------|-------------------------|-------------------------|--------------|-------| +| Company A | X | X | X% | [Position description] | +| Company B | X | X | X% | [Position description] | +| Company C | X | X | X% | [Position description] | + +#### Strategic Group Identification + +| Strategic Group | Companies | Characteristics | Market Share | +|-----------------|-----------|-----------------|--------------| +| Group 1: [Name] | A, B, C | [Description] | X% | +| Group 2: [Name] | D, E | [Description] | X% | +| Group 3: [Name] | F, G, H | [Description] | X% | + +--- + +## Risk Assessment Framework + +### Risk Identification + +#### Risk Categories +1. **Market Risks**: Demand changes, price pressure, market shifts +2. **Competitive Risks**: New entrants, competitor moves, disruption +3. **Regulatory Risks**: New regulations, compliance requirements +4. **Technology Risks**: Obsolescence, security, integration +5. **Operational Risks**: Supply chain, quality, capacity +6. **Financial Risks**: Currency, interest rates, credit +7. **Reputational Risks**: Brand damage, social media, ethics + +### Risk Assessment Matrix + +| Risk ID | Risk Description | Category | Probability | Impact | Score | Priority | +|---------|------------------|----------|-------------|--------|-------|----------| +| R1 | [Description] | Market | 1-5 | 1-5 | P×I | H/M/L | +| R2 | [Description] | Competitive | 1-5 | 1-5 | P×I | H/M/L | + +**Scoring Guide:** +- Probability: 1=Very Unlikely, 2=Unlikely, 3=Possible, 4=Likely, 5=Very Likely +- Impact: 1=Minimal, 2=Minor, 3=Moderate, 4=Major, 5=Severe +- Priority: Score 15-25=High, 8-14=Medium, 1-7=Low + +### Risk Mitigation Planning + +| Risk ID | Risk | Mitigation Strategy | Owner | Timeline | Cost | +|---------|------|---------------------|-------|----------|------| +| R1 | [Risk] | [Prevention + Response] | [Name] | [Date] | $X | + +--- + +## Financial Analysis Patterns + +### Revenue Projection Model + +``` +Year N Revenue = Year N-1 Revenue × (1 + Growth Rate) + +Or bottom-up: +Revenue = Customers × Revenue per Customer × Retention Rate + + New Customers × Revenue per Customer × (1 - Churn Rate) +``` + +### Scenario Analysis Template + +| Metric | Conservative | Base Case | Optimistic | +|--------|--------------|-----------|------------| +| Market Growth | X% | Y% | Z% | +| Market Share | X% | Y% | Z% | +| Pricing | $X | $Y | $Z | +| Gross Margin | X% | Y% | Z% | +| **Revenue Y5** | $X | $Y | $Z | +| **EBITDA Y5** | $X | $Y | $Z | + +### Key Financial Metrics + +| Metric | Formula | Target | +|--------|---------|--------| +| Gross Margin | (Revenue - COGS) / Revenue | X% | +| EBITDA Margin | EBITDA / Revenue | X% | +| Customer Acquisition Cost | Sales & Marketing / New Customers | $X | +| Lifetime Value | ARPU × Gross Margin × Lifetime | $X | +| LTV/CAC Ratio | LTV / CAC | >3x | +| Payback Period | CAC / (ARPU × Gross Margin × 12) | Path: + """Get the path to the appropriate generation script.""" + base_path = Path(__file__).parent.parent.parent # skills directory + + if tool == "scientific-schematics": + return base_path / "scientific-schematics" / "scripts" / "generate_schematic.py" + elif tool == "generate-image": + return base_path / "generate-image" / "scripts" / "generate_image.py" + else: + raise ValueError(f"Unknown tool: {tool}") + + +def generate_visual( + filename: str, + tool: str, + prompt: str, + output_dir: Path, + topic: str, + skip_existing: bool = False, + verbose: bool = False +) -> bool: + """Generate a single visual using the appropriate tool.""" + output_path = output_dir / filename + + # Skip if exists and skip_existing is True + if skip_existing and output_path.exists(): + if verbose: + print(f" [SKIP] {filename} already exists") + return True + + # Format prompt with topic + formatted_prompt = prompt.format(topic=topic) + + # Get script path + script_path = get_script_path(tool) + + if not script_path.exists(): + print(f" [ERROR] Script not found: {script_path}") + return False + + # Build command + if tool == "scientific-schematics": + cmd = [ + sys.executable, + str(script_path), + formatted_prompt, + "-o", str(output_path), + "--doc-type", "report" + ] + else: # generate-image + cmd = [ + sys.executable, + str(script_path), + formatted_prompt, + "--output", str(output_path) + ] + + if verbose: + print(f" [GEN] {filename}") + print(f" Tool: {tool}") + print(f" Prompt: {formatted_prompt[:80]}...") + + try: + result = subprocess.run( + cmd, + capture_output=True, + text=True, + timeout=120 # 2 minute timeout per image + ) + + if result.returncode == 0: + if verbose: + print(f" [OK] {filename} generated successfully") + return True + else: + print(f" [ERROR] {filename} failed:") + if result.stderr: + print(f" {result.stderr[:200]}") + return False + + except subprocess.TimeoutExpired: + print(f" [TIMEOUT] {filename} generation timed out") + return False + except Exception as e: + print(f" [ERROR] {filename}: {str(e)}") + return False + + +def main(): + parser = argparse.ArgumentParser( + description="Generate visuals for a market research report (default: 5-6 core visuals)" + ) + parser.add_argument( + "--topic", "-t", + required=True, + help="Market topic (e.g., 'Electric Vehicle Charging Infrastructure')" + ) + parser.add_argument( + "--output-dir", "-o", + default="figures", + help="Output directory for generated images (default: figures)" + ) + parser.add_argument( + "--all", "-a", + action="store_true", + help="Generate all 27 extended visuals (default: only core 5-6)" + ) + parser.add_argument( + "--skip-existing", "-s", + action="store_true", + help="Skip generation if file already exists" + ) + parser.add_argument( + "--verbose", "-v", + action="store_true", + help="Show detailed output" + ) + parser.add_argument( + "--dry-run", + action="store_true", + help="Show what would be generated without actually generating" + ) + parser.add_argument( + "--only", + type=str, + help="Only generate visuals matching this pattern (e.g., '01_', 'porter')" + ) + + args = parser.parse_args() + + # Create output directory + output_dir = Path(args.output_dir) + if not args.dry_run: + output_dir.mkdir(parents=True, exist_ok=True) + + print(f"\n{'='*60}") + print(f"Market Research Visual Generator") + print(f"{'='*60}") + print(f"Topic: {args.topic}") + print(f"Output Directory: {output_dir.absolute()}") + print(f"Mode: {'All Visuals (27)' if args.all else 'Core Visuals Only (5-6)'}") + print(f"Skip Existing: {args.skip_existing}") + print(f"{'='*60}\n") + + # Select visual set based on --all flag + if args.all: + visuals_to_generate = CORE_VISUALS + EXTENDED_VISUALS + print("Generating ALL visuals (core + extended)\n") + else: + visuals_to_generate = CORE_VISUALS + print("Generating CORE visuals only (use --all for extended set)\n") + + # Filter visuals if --only specified + if args.only: + pattern = args.only.lower() + visuals_to_generate = [ + v for v in VISUALS + if pattern in v[0].lower() or pattern in v[2].lower() + ] + print(f"Filtered to {len(visuals_to_generate)} visuals matching '{args.only}'\n") + + if args.dry_run: + print("DRY RUN - The following visuals would be generated:\n") + for filename, tool, prompt in visuals_to_generate: + formatted = prompt.format(topic=args.topic) + print(f" {filename}") + print(f" Tool: {tool}") + print(f" Prompt: {formatted[:60]}...") + print() + return + + # Generate all visuals + total = len(visuals_to_generate) + success = 0 + failed = 0 + skipped = 0 + + for i, (filename, tool, prompt) in enumerate(visuals_to_generate, 1): + print(f"\n[{i}/{total}] Generating {filename}...") + + result = generate_visual( + filename=filename, + tool=tool, + prompt=prompt, + output_dir=output_dir, + topic=args.topic, + skip_existing=args.skip_existing, + verbose=args.verbose + ) + + if result: + if args.skip_existing and (output_dir / filename).exists(): + skipped += 1 + else: + success += 1 + else: + failed += 1 + + # Print summary + print(f"\n{'='*60}") + print(f"Generation Complete") + print(f"{'='*60}") + print(f"Total: {total}") + print(f"Success: {success}") + print(f"Skipped: {skipped}") + print(f"Failed: {failed}") + print(f"{'='*60}") + + if failed > 0: + print(f"\nWARNING: {failed} visuals failed to generate.") + print("Check the output above for error details.") + print("You may need to generate failed visuals manually.") + + print(f"\nOutput directory: {output_dir.absolute()}") + + +if __name__ == "__main__": + main()