Competitive Landscape Analysis

Use this skill to explain what the target is competing against and where its position is strengthening or weakening. Keep peer selection explicit; bad peer sets produce misleading conclusions.

Workflow

1. Load the target profile and peer set.
2. Validate peers by business segment, customer problem, geography, and investor comparability.
3. Compare product position, growth, margins, capital intensity, strategy, and valuation where data is available.
4. Identify substitutes and ecosystem dependencies, not only direct public peers.
5. Save the comparison under research/targets/<target>/evidence/competitors/.
6. Hand off durable advantages, threats, and open questions to thesis and risk skills.