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      • Faculty Publications  (65)

      Porter's Five ForcesRemove Porter's Five Forces →

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      • December 2009 (Revised March 2025)
      • Case

      Phreesia: The Patient Intake Company

      By: Regina E. Herzlinger, Sunaina Yarlagadda and Brian L. Walker
      How should the co-founders of an organization that provides patient sign-in and billing services scale their company after five years of successfully targeting small private physician practices? Phreesia had deployed a direct mail and sales force strategy that resulted... View Details
      Keywords: Advertising; Social Entrepreneurship; Revenue; Health Care and Treatment; Health Industry
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      Herzlinger, Regina E., Sunaina Yarlagadda, and Brian L. Walker. "Phreesia: The Patient Intake Company." Harvard Business School Case 310-066, December 2009. (Revised March 2025.)
      • January 2009
      • Supplement

      Live Nation Faces the Music (B)

      By: Stephen P. Bradley, Frank V. Cespedes and Kerry Herman
      In 2008, concert producer and promoter Live Nation, faces a decision about its strategy in light of the tumultuous changes in the music industry and the increasing power of the major artists. As the music business once again recreates itself in response to new... View Details
      Keywords: Arts; Transformation; Revenue; Framework; Five Forces Framework; Demand and Consumers; Industry Structures; Relationships; Opportunities; Power and Influence; Business Strategy; Music Industry
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      Bradley, Stephen P., Frank V. Cespedes, and Kerry Herman. "Live Nation Faces the Music (B)." Harvard Business School Supplement 709-465, January 2009.
      • January 2009 (Revised March 2013)
      • Case

      Live Nation Faces the Music

      By: Stephen P. Bradley, Frank Cespedes and Kerry Herman
      In 2008, concert producer and promoter Live Nation faces a decision about its strategy in light of the tumultuous changes in the music industry and the increasing power of the major artists. As the music business once again recreates itself in response to new... View Details
      Keywords: Change Management; Decision Choices and Conditions; Music Entertainment; Five Forces Framework; Business and Stakeholder Relations; Corporate Strategy; Entertainment and Recreation Industry; Music Industry; Service Industry
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      Bradley, Stephen P., Frank Cespedes, and Kerry Herman. "Live Nation Faces the Music." Harvard Business School Case 709-441, January 2009. (Revised March 2013.)
      • 2008
      • Book

      On Competition

      By: M. E. Porter
      Competition is one of society's most powerful forces for making things better in many fields of human endeavor. The study of competition and the creation of value, in their full richness, have preoccupied me for several decades. Competition is pervasive, whether it... View Details
      Keywords: Leadership; Practice; Competitive Strategy; Theory; Value Creation
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      Porter, M. E. On Competition. Updated and Expanded Ed. Boston: Harvard Business School Publishing, 2008.
      • January 2008 (Revised January 2010)
      • Background Note

      Finding Information for Industry Analysis

      By: Jan W. Rivkin and Ann Cullen
      This note provides detailed instructions on finding resources for conducting industry analysis, with a special focus on resources available at Harvard Business School. It allows students to transition from doing a Five Forces analysis on the basis of a case, where all... View Details
      Keywords: Information; Five Forces Framework; Research; Competitive Strategy; Internet
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      Rivkin, Jan W., and Ann Cullen. "Finding Information for Industry Analysis." Harvard Business School Background Note 708-481, January 2008. (Revised January 2010.)
      • January 2008
      • Article

      The Five Competitive Forces That Shape Strategy

      By: Michael E. Porter
      This article includes a one-page preview that quickly summarizes the key ideas and provides an overview of how the concepts work in practice along with suggestions for further reading. In 1979, a young associate professor at Harvard Business School published his first... View Details
      Keywords: Profit; Five Forces Framework; Industry Growth; Industry Structures; Business and Government Relations; Competitive Strategy
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      Porter, Michael E. "The Five Competitive Forces That Shape Strategy." Special Issue on HBS Centennial. Harvard Business Review 86, no. 1 (January 2008): 78–93.
      • May 2007
      • Article

      Location Strategies and Knowledge Spillovers

      By: Juan Alcacer and Wilbur Chung
      Given the importance of proximity for knowledge spillovers, we examine firms' location choices expecting differences in firms' strategies. Firms will locate to maximize their net spillovers as a function of locations' knowledge activity, their own capabilities, and... View Details
      Keywords: Business Strategy; Corporate Strategy; For-Profit Firms; Knowledge Management; Research and Development; Organizational Change and Adaptation; Disruptive Innovation; Five Forces Framework; Cost Management; Technology; Competition; United States
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      Alcacer, Juan, and Wilbur Chung. "Location Strategies and Knowledge Spillovers." Management Science 53, no. 5 (May 2007): 760–776.
      • December 2006 (Revised August 2007)
      • Background Note

      Understanding Industry Structure

      By: Michael E. Porter
      Examines the structural determinants of industry attractiveness (the Five Forces framework) and the implications of industry structure for strategy. View Details
      Keywords: Five Forces Framework; Industry Structures; Competitive Strategy
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      Porter, Michael E. "Understanding Industry Structure." Harvard Business School Background Note 707-493, December 2006. (Revised August 2007.)
      • September 2006 (Revised May 2008)
      • Supplement

      Corporate Responsibility & Community Engagement at the Tintaya Copper Mine (B)

      By: V. Kasturi Rangan, Brooke Barton and Ezequiel Reficco
      Engaging local stakeholders and building strong relations has become a strategic imperative for multinational firms in the often politically charged mining, oil, and gas sectors. For BHP Billiton, the world's second largest mining company, its Tintaya copper mine in... View Details
      Keywords: Corporate Social Responsibility and Impact; Mining Industry
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      Rangan, V. Kasturi, Brooke Barton, and Ezequiel Reficco. "Corporate Responsibility & Community Engagement at the Tintaya Copper Mine (B)." Harvard Business School Supplement 507-030, September 2006. (Revised May 2008.)
      • February 2006 (Revised November 2012)
      • Case

      Corporate Responsibility & Community Engagement at the Tintaya Copper Mine (A)

      By: V. Kasturi Rangan, Brooke Barton and Ezequiel Reficco
      Located in the highlands of Peru, the Tintaya copper mine has long been a source of intense conflict between local community members and mine operators. The mine, which was owned and managed first by the Peruvian state and later by BHP Billiton, stands on 2,300... View Details
      Keywords: Developing Countries and Economies; Multinational Firms and Management; Agreements and Arrangements; Corporate Social Responsibility and Impact; Business and Community Relations; Non-Governmental Organizations; Conflict Management; Mining Industry; Australia; Peru
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      Rangan, V. Kasturi, Brooke Barton, and Ezequiel Reficco. "Corporate Responsibility & Community Engagement at the Tintaya Copper Mine (A)." Harvard Business School Case 506-023, February 2006. (Revised November 2012.)
      • January 2006 (Revised December 2006)
      • Case

      Wal-Mart's Business Environment

      By: Felix Oberholzer-Gee
      In 2004, Wal-Mart Stores, Inc. proposed to build a new supercenter in Inglewood, a low-income community near Los Angeles. The proposal was a part of Wal-Mart's strategy to bring its supercenter format to California. Introduced in the late 1980s, supercenters added a... View Details
      Keywords: Goals and Objectives; Expansion; Market Entry and Exit; Corporate Strategy; Labor Unions; Conflict and Resolution; Retail Industry; Los Angeles
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      Oberholzer-Gee, Felix. "Wal-Mart's Business Environment." Harvard Business School Case 706-453, January 2006. (Revised December 2006.)
      • 2005
      • Article

      Increasing Exploration: Evidence from International Expansion

      By: Juan Alcacer, Heather Berry and Wilbur Chung
      While firms balance exploitation and exploration to maximize profits, specifics of how firms pursue this balance are scarce. We focus on how firms increase their exploration after obtaining greater capabilities and experience via sequential international expansion.... View Details
      Keywords: Price Bubble; Growth and Development Strategy; Growth Management; Industry Growth; Research and Development; Profit; Organizational Change and Adaptation; Knowledge Use and Leverage; Disruptive Innovation; Five Forces Framework; SWOT Analysis; Duopoly and Oligopoly; Manufacturing Industry; Japan; United States
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      Alcacer, Juan, Heather Berry, and Wilbur Chung. "Increasing Exploration: Evidence from International Expansion." Academy of Management Best Paper Proceedings (2005): D1–D6.
      • October 2004
      • Case

      Sales Force Training at Arrow Electronics (A)

      By: Jason R. Barro, Brian J. Hall and Aaron Zimmerman
      In the mid-1980s, Arrow, the world's largest electronics distributor, implemented a college recruiting program to hire salespeople. The program was part of an effort to increase the professionalism and skill set of the sales force in an industry where few salespeople... View Details
      Keywords: Human Resources; Compensation and Benefits; Recruitment; Retention; Selection and Staffing; Salesforce Management; Competition
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      Barro, Jason R., Brian J. Hall, and Aaron Zimmerman. "Sales Force Training at Arrow Electronics (A)." Harvard Business School Case 905-041, October 2004.
      • March 2004 (Revised May 2005)
      • Case

      Shurgard Self-Storage: Expansion to Europe

      By: Richard G. Hamermesh and Indra Reinbergs
      Shurgard, a U.S.-based firm that rents storage facilities to consumers and small businesses, is considering financing options for rapid expansion of its European operations. Five years after entering Europe, Shurgard Europe has opened 17 facilities in Belgium, France,... View Details
      Keywords: Private Equity; Valuation; Business Model; Governing and Advisory Boards; Entrepreneurship; Cross-Cultural and Cross-Border Issues; Service Industry; Belgium; France; Sweden; United States; Europe
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      Hamermesh, Richard G., and Indra Reinbergs. "Shurgard Self-Storage: Expansion to Europe." Harvard Business School Case 804-112, March 2004. (Revised May 2005.)
      • 18 Nov 2003
      • Other Presentation

      The U.S. Homebuilding Industry and The Competitive Position of Large Builders

      By: Michael E. Porter
      Strategy presentation at the Centex Investor Conference, New York. Topics include: The structure of the homebuilding industry, the competitive advantages of large homebuilders, market assessment of homebuilding versus other industries and the role of investors in... View Details
      Keywords: Industry Analysis; Five Forces; Strategy; Five Forces Framework; United States
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      Porter, Michael E. "The U.S. Homebuilding Industry and The Competitive Position of Large Builders." Centex Investor Conference, New York, NY, November 18, 2003.
      • February 2003 (Revised May 2003)
      • Case

      Bombardier: Canada versus Brazil at the WTO

      By: Rawi E. Abdelal, Laura Alfaro and Brett Laschinger
      In less than a decade, Bombardier had grown from a medium-size Canadian company to a highly profitable global player largely on the strength of the introduction of a new generation of regional jet and successfully marketing its product to airlines around the world.... View Details
      Keywords: Trade; Global Strategy; Five Forces Framework; Marketing Strategy; Product Launch; Business and Government Relations; Situation or Environment; Competition; Air Transportation Industry; Canada; Brazil
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      Abdelal, Rawi E., Laura Alfaro, and Brett Laschinger. "Bombardier: Canada versus Brazil at the WTO." Harvard Business School Case 703-022, February 2003. (Revised May 2003.)
      • November 2002 (Revised March 2010)
      • Case

      The Newsprint Industry

      By: Ramon Casadesus-Masanell, Nabil I. Al-Najjar and James Pyke
      Describes the 1990s consolidation on the newsprint industry. Questions whether consolidation will ever deliver on its promise. Whereas some industry observers maintain that the effects of consolidation are already visible, others argue that further consolidation is... View Details
      Keywords: Five Forces Framework; Duopoly and Oligopoly; Monopoly; Mathematical Methods; Competition; Consolidation; Pulp and Paper Industry
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      Casadesus-Masanell, Ramon, Nabil I. Al-Najjar, and James Pyke. "The Newsprint Industry." Harvard Business School Case 703-404, November 2002. (Revised March 2010.)
      • February 2002 (Revised February 2006)
      • Case

      Volvo Trucks (A): Penetrating the U.S. Market

      By: Michael E. Porter and Orjan Solvell
      Volvo Trucks has worked on a global strategy for several decades. Beginning in the mid-1970s, the company decided to enter the largest market for trucks: the United States. Over time, the company has struggled to get a significant share of the U.S. market and at the... View Details
      Keywords: Market Entry and Exit; Competitive Strategy; Five Forces Framework; Truck Transportation; Global Strategy; Globalized Markets and Industries; Manufacturing Industry; Retail Industry; United States; Europe
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      Porter, Michael E., and Orjan Solvell. "Volvo Trucks (A): Penetrating the U.S. Market." Harvard Business School Case 702-418, February 2002. (Revised February 2006.)
      • February 2002 (Revised March 2004)
      • Case

      Volvo Trucks (B): Acquisition of RVI

      By: Michael E. Porter and Orjan Solvell
      Supplements the (A) case. View Details
      Keywords: Market Entry and Exit; Competitive Strategy; Five Forces Framework; Truck Transportation; Global Strategy; Globalized Markets and Industries; Manufacturing Industry; Retail Industry; United States; Europe
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      Porter, Michael E., and Orjan Solvell. "Volvo Trucks (B): Acquisition of RVI." Harvard Business School Case 702-419, February 2002. (Revised March 2004.)
      • February 2002 (Revised May 2006)
      • Case

      Volvo Trucks (C): Closing Volvo Global Trucks

      By: Michael E. Porter and Orjan Solvell
      Supplements the (A) case. View Details
      Keywords: Market Entry and Exit; Competitive Strategy; Five Forces Framework; Truck Transportation; Global Strategy; Globalized Markets and Industries; Manufacturing Industry; Retail Industry; United States; Europe
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      Porter, Michael E., and Orjan Solvell. "Volvo Trucks (C): Closing Volvo Global Trucks." Harvard Business School Case 702-444, February 2002. (Revised May 2006.)
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