Global Pricing Study 2011: "Weak pricing cuts profits by 25%" Short summary



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Global Pricing Study 2011: "Weak pricing cuts profits by 25%" Short summary August 2011 Bonn Office Haydnstr. 36, 53115 Bonn, Germany Tel.: +49 228 9843-351, fax: +49 228 9843-380 e-mail: bonn@simon-kucher.com Internet: www.simon-kucher.com

Executive summary: Weak pricing cuts profits by 25% 1 Pricing power untapped 65% of the companies are not able to charge the prices they deserve Only 35% of the companies have sufficient pricing power* to achieve the "right" price for their products/services. Low pricing power is costly. It cuts profits by 25%. Chemicals (14%) and transport & logistics (19%) have the lowest pricing power. Brand and product value are the primary drivers of high pricing power. 2 3 Price wars continue Inflation threat underestimated 46% of companies still think they re in a price war (they didn t start) The crisis is over, but many companies are still fighting price wars. The extent of price wars differs greatly by country and industry; the Japanese market has by far the highest level (84%), followed by Italy (69%) and Spain (65%). High level of misperception: 83% of companies in a price war blame competitors for starting it. "If you ask your people to strive for volume only, you should not be too surprised to end up in a price war" (comment from surveyed manager) Companies only get half of what they expect when they try to raise prices Only about one-third of the companies is able to achieve at least 75% of the originally planned price increase. Telecommunications (25%) and life sciences (29%) have the lowest price implementation performance. 68% of the companies plan to increase prices below or in line with inflation; given the poor price implementation performance, this will not be enough. Construction, industrial goods and transport/logistics plan to increase prices above inflation rate to cover higher costs. 4 Four key measures The better the pricing know-how, the higher the pricing power, the higher the profits 1. Re-direct your price strategy to achieve higher profits, rather than volume or market share. Introduce pricing power as a new KPI. 2. Pay particular attention to the pricing of new products and services. 3. Improve pricing expertise in sales, marketing and management. 4. Make your company inflation-safe by improving the price implementation and setting high price increase targets. * Pricing power is the ability of a company to get the money it deserves for the value it delivers

Set-up and methodology The Global Pricing Study 2011 is the first of a series that will be repeated every year. Methodology Online survey 15 questions in four parts: Profit orientation, pricing power, inflation, profit outlook Duration May 7 to June 28, 2011 Participants Mainly from Europe, the US and Asia From all major service and manufacturing industries Simon-Kucher & Partners clients, members of the Professional Pricing Society, alumni of IE Business School Sample size 3,904 valid responses

Geographic and industry distribution Geographic distribution* Total: 3,904 respondents Industry distribution Poland Japan Belgium Switz. (n=63) (n=49) (n=102) (n=114) Italy (n=200) Germany (n=320) UK Spain (n=330) (n=361) + Other countries: 1,272* US (n=643) France (n=450) Financial services (banking, insurance, private equity) 19% Pharma, biotech/medtech 15% Travel/hospitality 7% Transport/logistics 6% Automotive (manufacturers/suppliers) 6% Media/entertainment 5% Retail 4% Industrial goods/machinery 4% Construction 4% Chemicals 4% Telecommunications 3% Consumer goods 3% Energy/utilities 2% Other (services) 10% Other (manufacturing) 8% * Countries with fewer than 49 respondents are not included in the graph. Among these countries are the Netherlands, Sweden, Austria, Denmark, Norway, Finland, China, Ireland, Russia, Canada, Mexico, Puerto Rico, Australia, New Zealand and Morocco. They account for a total of 1,272 respondents.

Profile of respondents C-level executives account for almost one-third of the respondents; 41% are from 1bn+ companies. Distribution by position in the company Distribution by type of activity C-level executives 31% Marketing 20% Position Sales Product management 15% 8% 38% 62% B2B B2C Finance/controlling 6% Other (purchasing, reg. Op Co ) 20% Distribution by company size Distribution by market position* 1,000 41% Company size (sales p.a. in m) 500 to <1,000 200 to <500 11% 13% 55% 45% Market leader Not market leader 50 to <200 17% <50 18% * As assessed by respondents

Weak pricing power cuts profits by 25% EBITDA margin* over the last three years (index, percent) 100 (16%) -25% 75 (12%) High pricing power Low pricing power *EBITDA margin: earnings before interest, taxes, depreciation and amortization Source: Simon-Kucher & Partners Global Pricing Study 2011

Price wars continue Is your company currently engaged in a price war? Who started the price war? No 54% Yes 46% 83% Other companies 9% 8% We did intentionally We did unintentionally Source: Simon-Kucher & Partners Global Pricing Study 2011

The majority of companies will raise prices at or below inflation rates Target price changes relative to inflation rates None Below inflation 19% 16% Pharma, biotech/medtech Telecommunications Financial services In line with inflation 33% Consumer goods Retail Above inflation Significantly above inflation 6% 26% Construction Industrial goods Transport/logistics Source: Simon-Kucher & Partners Global Pricing Study 2011 % of respondents

Simon-Kucher & Partners: Scope and reputation World market leader in pricing No. 1 in marketing and sales in Germany* "World leader in giving advice to companies on how to price their products" "The world s leading pricing consultancy" Rank Consultancy 1 Simon-Kucher & Partners 2 Boston Consulting Group Score 389 387 Peter Drucker 3 McKinsey & Company 372 "Pricing strategy specialists" "In pricing you offer something nobody else does." 4 Bain & Company 5 Roland Berger 349 346 No. 1 2007 and 2011 Global presence > 2,000 projects in the last three years 23 offices worldwide Employees: 500 San Francisco Boston New York Miami Amsterdam Bonn Brussels Cologne Copenhagen Frankfurt London Luxembourg Revenue, 2010: 105.4m Madrid Milan Munich Paris Vienna Warsaw Zurich Beijing Tokyo Singapore Sydney Strategy Growth and competitive strategies Product portfolio (re-)design Pricing excellence Customer relationship and customer value management Sales strategies and sales channel optimization * Maximum 500 Source: manager magazin August 2007/IMB (Institute for Management & Consulting); survey of 264 top managers; manager magazin August 2011/IMB (Institute for Management & Consulting); survey of 452 top managers >400 Marketing >500 Pricing >1,000 Sales >500