Skill

Sector Overview

description: Create comprehensive industry and sector landscape reports covering market dynamics, competitive positioning, key players, and thematic trends. Use for client requests, sector initiations, thematic research pieces, or internal knowledge building. Triggers on "sector overview", "industry report", "market landscape", "sector analysis", "industry deep dive", or "thematic research".

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Last CommitMay 5, 2026

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Sector Overview

Workflow

Step 1: Define Scope

Sector / subsector: What industry and how narrowly defined?
Purpose: Client report, internal research, pitch material, idea generation
Depth: High-level overview (5-10 pages) or deep dive (20-30 pages)
Angle: Neutral landscape vs. thematic thesis (e.g., "AI infrastructure buildout")
Universe: Public companies only, or include private?

Step 2: Market Overview

Market Size & Growth

Total addressable market (TAM) with source
Historical growth rate (5-year CAGR)
Forecast growth rate and key assumptions
Market segmentation (by product, geography, end market, customer type)

Industry Structure

Fragmented vs. consolidated — top 5 market share
Value chain map — where does value accrue?
Business model types (subscription, transaction, licensing, services)
Barriers to entry (capital, regulatory, technical, network effects)

Key Trends & Drivers

Secular tailwinds (3-5 major trends)
Headwinds and risks
Technology disruption vectors
Regulatory developments
M&A activity and consolidation trends

Step 3: Competitive Landscape

Company Profiles (for top 5-10 players):

Company	Revenue	Growth	EBITDA Margin	Market Share	Key Differentiator

For each company, brief profile:

Business description (2-3 sentences)
Strategic positioning and moat
Recent developments (earnings, M&A, product launches)
Valuation snapshot (P/E, EV/EBITDA, EV/Revenue)

Competitive Dynamics

How do companies compete? (price, product, service, distribution)
Who is gaining/losing share and why?
Disruption risk from new entrants or adjacent players

Step 4: Valuation Context

Sector trading multiples (current and historical range)
Premium/discount drivers (growth, margins, market position)
Recent M&A transaction multiples
How does the sector compare to the broader market?

Step 5: Investment Implications

Where are the best risk/reward opportunities?
What thematic bets can be expressed through this sector?
Key debates in the sector (bull vs. bear arguments)
Catalysts that could change the sector narrative

Step 6: Output

Word document or PowerPoint with:
- Market overview and sizing
- Competitive landscape map
- Company comparison table
- Valuation summary
- Key charts: market growth, share trends, valuation history
Excel appendix with detailed company data

Important Notes

Source all market size data — cite the research firm or methodology
Distinguish between TAM hype and realistic addressable market
Sector overviews age fast — note the date and flag data that may be stale
Charts are essential — market size waterfall, competitive positioning matrix, valuation scatter plot
If for a client, tailor the "so what" to their specific situation (M&A target identification, competitive positioning, market entry)