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Equuleus Car Sharing Inc.: Revenue Management SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis

Case Study SWOT Analysis Solution

Case Study Description of Equuleus Car Sharing Inc.: Revenue Management


In 2017, Equuleus Car Sharing Inc. (ECS) was a relatively new player in the rental car industry, with annual revenues approaching US$100 million. ECS had experienced significant growth since its founding in 2014 due to its focus on low prices and a mix of high-demand vehicle types-specifically, minivans, sport utility vehicles, sedans, and economy cars. ECS management wished to examine the opportunity to purchase new vehicles through financing versus the traditional method of paying cash for dramatically expanding the fleet size. The goal was to develop a fleet purchasing strategy that maximized the present value of net income. Owen Hall, Jr. and Kenneth Ko are affiliated with Pepperdine University.

Authors :: Owen Hall, Kenneth Ko

Topics :: Technology & Operations

Tags :: , SWOT Analysis, SWOT Matrix, TOWS, Weighted SWOT Analysis

Swot Analysis of "Equuleus Car Sharing Inc.: Revenue Management" written by Owen Hall, Kenneth Ko includes – strengths weakness that are internal strategic factors of the organization, and opportunities and threats that Ecs Equuleus facing as an external strategic factors. Some of the topics covered in Equuleus Car Sharing Inc.: Revenue Management case study are - Strategic Management Strategies, and Technology & Operations.


Some of the macro environment factors that can be used to understand the Equuleus Car Sharing Inc.: Revenue Management casestudy better are - – central banks are concerned over increasing inflation, increasing inequality as vast percentage of new income is going to the top 1%, increasing household debt because of falling income levels, increasing transportation and logistics costs, there is backlash against globalization, increasing commodity prices, increasing government debt because of Covid-19 spendings, customer relationship management is fast transforming because of increasing concerns over data privacy, digital marketing is dominated by two big players Facebook and Google, etc



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Introduction to SWOT Analysis of Equuleus Car Sharing Inc.: Revenue Management


SWOT stands for an organization’s Strengths, Weaknesses, Opportunities and Threats . At Oak Spring University , we believe that protagonist in Equuleus Car Sharing Inc.: Revenue Management case study can use SWOT analysis as a strategic management tool to assess the current internal strengths and weaknesses of the Ecs Equuleus, and to figure out the opportunities and threats in the macro environment – technological, environmental, political, economic, social, demographic, etc in which Ecs Equuleus operates in.

According to Harvard Business Review, 75% of the managers use SWOT analysis for various purposes such as – evaluating current scenario, strategic planning, new venture feasibility, personal growth goals, new market entry, Go To market strategies, portfolio management and strategic trade-off assessment, organizational restructuring, etc.




SWOT Objectives / Importance of SWOT Analysis and SWOT Matrix


SWOT analysis of Equuleus Car Sharing Inc.: Revenue Management can be done for the following purposes –
1. Strategic planning using facts provided in Equuleus Car Sharing Inc.: Revenue Management case study
2. Improving business portfolio management of Ecs Equuleus
3. Assessing feasibility of the new initiative in Technology & Operations field.
4. Making a Technology & Operations topic specific business decision
5. Set goals for the organization
6. Organizational restructuring of Ecs Equuleus




Strengths Equuleus Car Sharing Inc.: Revenue Management | Internal Strategic Factors
What are Strengths in SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis

The strengths of Ecs Equuleus in Equuleus Car Sharing Inc.: Revenue Management Harvard Business Review case study are -

Effective Research and Development (R&D)

– Ecs Equuleus has innovation driven culture where significant part of the revenues are spent on the research and development activities. This has resulted in, as mentioned in case study Equuleus Car Sharing Inc.: Revenue Management - staying ahead in the industry in terms of – new product launches, superior customer experience, highly competitive pricing strategies, and great returns to the shareholders.

Strong track record of project management

– Ecs Equuleus is known for sticking to its project targets. This enables the firm to manage – time, project costs, and have sustainable margins on the projects.

Training and development

– Ecs Equuleus has one of the best training and development program in the industry. The effectiveness of the training programs can be measured in Equuleus Car Sharing Inc.: Revenue Management Harvard Business Review case study by analyzing – employees retention, in-house promotion, loyalty, new venture initiation, lack of conflict, and high level of both employees and customer engagement.

Diverse revenue streams

– Ecs Equuleus is present in almost all the verticals within the industry. This has provided firm in Equuleus Car Sharing Inc.: Revenue Management case study a diverse revenue stream that has helped it to survive disruptions such as global pandemic in Covid-19, financial disruption of 2008, and supply chain disruption of 2021.

Analytics focus

– Ecs Equuleus is putting a lot of focus on utilizing the power of analytics in business decision making. This has put it among the leading players in the industry. The technology infrastructure suggested by Owen Hall, Kenneth Ko can also help it to harness the power of analytics for – marketing optimization, demand forecasting, customer relationship management, inventory management, information sharing across the value chain etc.

Ability to lead change in Technology & Operations field

– Ecs Equuleus is one of the leading players in its industry. Over the years it has not only transformed the business landscape in its segment but also across the whole industry. The ability to lead change has enabled Ecs Equuleus in – penetrating new markets, reaching out to new customers, and providing different value propositions to different customers in the international markets.

Successful track record of launching new products

– Ecs Equuleus has launched numerous new products in last few years, keeping in mind evolving customer preferences and competitive pressures. Ecs Equuleus has effective processes in place that helps in exploring new product needs, doing quick pilot testing, and then launching the products quickly using its extensive distribution network.

Ability to recruit top talent

– Ecs Equuleus is one of the leading recruiters in the industry. Managers in the Equuleus Car Sharing Inc.: Revenue Management are in a position to attract the best talent available. The firm has a robust talent identification program that helps in identifying the brightest.

Operational resilience

– The operational resilience strategy in the Equuleus Car Sharing Inc.: Revenue Management Harvard Business Review case study comprises – understanding the underlying the factors in the industry, building diversified operations across different geographies so that disruption in one part of the world doesn’t impact the overall performance of the firm, and integrating the various business operations and processes through its digital transformation drive.

Cross disciplinary teams

– Horizontal connected teams at the Ecs Equuleus are driving operational speed, building greater agility, and keeping the organization nimble to compete with new competitors. It helps are organization to ideate new ideas, and execute them swiftly in the marketplace.

High switching costs

– The high switching costs that Ecs Equuleus has built up over years in its products and services combo offer has resulted in high retention of customers, lower marketing costs, and greater ability of the firm to focus on its customers.

Innovation driven organization

– Ecs Equuleus is one of the most innovative firm in sector. Manager in Equuleus Car Sharing Inc.: Revenue Management Harvard Business Review case study can use Clayton Christensen Disruptive Innovation strategies to further increase the scale of innovtions in the organization.






Weaknesses Equuleus Car Sharing Inc.: Revenue Management | Internal Strategic Factors
What are Weaknesses in SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis

The weaknesses of Equuleus Car Sharing Inc.: Revenue Management are -

Products dominated business model

– Even though Ecs Equuleus has some of the most successful products in the industry, this business model has made each new product launch extremely critical for continuous financial growth of the organization. firm in the HBR case study - Equuleus Car Sharing Inc.: Revenue Management should strive to include more intangible value offerings along with its core products and services.

Aligning sales with marketing

– It come across in the case study Equuleus Car Sharing Inc.: Revenue Management that the firm needs to have more collaboration between its sales team and marketing team. Sales professionals in the industry have deep experience in developing customer relationships. Marketing department in the case Equuleus Car Sharing Inc.: Revenue Management can leverage the sales team experience to cultivate customer relationships as Ecs Equuleus is planning to shift buying processes online.

Slow to harness new channels of communication

– Even though competitors are using new communication channels such as Instagram, Tiktok, and Snap, Ecs Equuleus is slow explore the new channels of communication. These new channels of communication mentioned in marketing section of case study Equuleus Car Sharing Inc.: Revenue Management can help to provide better information regarding products and services. It can also build an online community to further reach out to potential customers.

High bargaining power of channel partners

– Because of the regulatory requirements, Owen Hall, Kenneth Ko suggests that, Ecs Equuleus is facing high bargaining power of the channel partners. So far it has not able to streamline the operations to reduce the bargaining power of the value chain partners in the industry.

Lack of clear differentiation of Ecs Equuleus products

– To increase the profitability and margins on the products, Ecs Equuleus needs to provide more differentiated products than what it is currently offering in the marketplace.

Skills based hiring

– The stress on hiring functional specialists at Ecs Equuleus has created an environment where the organization is dominated by functional specialists rather than management generalist. This has resulted into product oriented approach rather than marketing oriented approach or consumers oriented approach.

Low market penetration in new markets

– Outside its home market of Ecs Equuleus, firm in the HBR case study Equuleus Car Sharing Inc.: Revenue Management needs to spend more promotional, marketing, and advertising efforts to penetrate international markets.

Employees’ incomplete understanding of strategy

– From the instances in the HBR case study Equuleus Car Sharing Inc.: Revenue Management, it seems that the employees of Ecs Equuleus don’t have comprehensive understanding of the firm’s strategy. This is reflected in number of promotional campaigns over the last few years that had mixed messaging and competing priorities. Some of the strategic activities and services promoted in the promotional campaigns were not consistent with the organization’s strategy.

High dependence on star products

– The top 2 products and services of the firm as mentioned in the Equuleus Car Sharing Inc.: Revenue Management HBR case study still accounts for major business revenue. This dependence on star products in has resulted into insufficient focus on developing new products, even though Ecs Equuleus has relatively successful track record of launching new products.

Slow to strategic competitive environment developments

– As Equuleus Car Sharing Inc.: Revenue Management HBR case study mentions - Ecs Equuleus takes time to assess the upcoming competitions. This has led to missing out on atleast 2-3 big opportunities in the industry in last five years.

High dependence on existing supply chain

– The disruption in the global supply chains because of the Covid-19 pandemic and blockage of the Suez Canal illustrated the fragile nature of Ecs Equuleus supply chain. Even after few cautionary changes mentioned in the HBR case study - Equuleus Car Sharing Inc.: Revenue Management, it is still heavily dependent upon the existing supply chain. The existing supply chain though brings in cost efficiencies but it has left Ecs Equuleus vulnerable to further global disruptions in South East Asia.




Opportunities Equuleus Car Sharing Inc.: Revenue Management | External Strategic Factors
What are Opportunities in the SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis


The opportunities highlighted in the Harvard Business Review case study Equuleus Car Sharing Inc.: Revenue Management are -

Lowering marketing communication costs

– 5G expansion will open new opportunities for Ecs Equuleus in the field of marketing communication. It will bring down the cost of doing business, provide technology platform to build new products in the Technology & Operations segment, and it will provide faster access to the consumers.

Learning at scale

– Online learning technologies has now opened space for Ecs Equuleus to conduct training and development for its employees across the world. This will result in not only reducing the cost of training but also help employees in different part of the world to integrate with the headquarter work culture, ethos, and standards.

Use of Bitcoin and other crypto currencies for transactions

– The popularity of Bitcoin and other crypto currencies as asset class and medium of transaction has opened new opportunities for Ecs Equuleus in the consumer business. Now Ecs Equuleus can target international markets with far fewer capital restrictions requirements than the existing system.

Changes in consumer behavior post Covid-19

– Consumer behavior has changed in the Technology & Operations industry because of Covid-19 restrictions. Some of this behavior will stay once things get back to normal. Ecs Equuleus can take advantage of these changes in consumer behavior to build a far more efficient business model. For example consumer regular ordering of products can reduce both last mile delivery costs and market penetration costs. Ecs Equuleus can further use this consumer data to build better customer loyalty, provide better products and service collection, and improve the value proposition in inflationary times.

Manufacturing automation

– Ecs Equuleus can use the latest technology developments to improve its manufacturing and designing process in Technology & Operations segment. It can use CAD and 3D printing to build a quick prototype and pilot testing products. It can leverage automation using machine learning and artificial intelligence to do faster production at lowers costs, and it can leverage the growth in satellite and tracking technologies to improve inventory management, transportation, and shipping.

Finding new ways to collaborate

– Covid-19 has not only transformed business models of companies in Technology & Operations industry, but it has also influenced the consumer preferences. Ecs Equuleus can tie-up with other value chain partners to explore new opportunities regarding meeting customer demands and building a rewarding and engaging relationship.

Remote work and new talent hiring opportunities

– The widespread usage of remote working technologies during Covid-19 has opened opportunities for Ecs Equuleus to expand its talent hiring zone. According to McKinsey Global Institute, 20% of the high end workforce in fields such as finance, information technology, can continously work from remote local post Covid-19. This presents a really great opportunity for Ecs Equuleus to hire the very best people irrespective of their geographical location.

Developing new processes and practices

– Ecs Equuleus can develop new processes and procedures in Technology & Operations industry using technology such as automation using artificial intelligence, real time transportation and products tracking, 3D modeling for concept development and new products pilot testing etc.

Reconfiguring business model

– The expansion of digital payment system, the bringing down of international transactions costs using Bitcoin and other blockchain based currencies, etc can help Ecs Equuleus to reconfigure its entire business model. For example it can used blockchain based technologies to reduce piracy of its products in the big markets such as China. Secondly it can use the popularity of e-commerce in various developing markets to build a Direct to Customer business model rather than the current Channel Heavy distribution network.

Buying journey improvements

– Ecs Equuleus can improve the customer journey of consumers in the industry by using analytics and artificial intelligence. Equuleus Car Sharing Inc.: Revenue Management suggest that firm can provide automated chats to help consumers solve their own problems, provide online suggestions to get maximum out of the products and services, and help consumers to build a community where they can interact with each other to develop new features and uses.

Better consumer reach

– The expansion of the 5G network will help Ecs Equuleus to increase its market reach. Ecs Equuleus will be able to reach out to new customers. Secondly 5G will also provide technology framework to build new tools and products that can help more immersive consumer experience and faster consumer journey.

Using analytics as competitive advantage

– Ecs Equuleus has spent a significant amount of money and effort to integrate analytics and machine learning into its operations in the sector. This continuous investment in analytics has enabled, as illustrated in the Harvard case study Equuleus Car Sharing Inc.: Revenue Management - to build a competitive advantage using analytics. The analytics driven competitive advantage can help Ecs Equuleus to build faster Go To Market strategies, better consumer insights, developing relevant product features, and building a highly efficient supply chain.

Low interest rates

– Even though inflation is raising its head in most developed economies, Ecs Equuleus can still utilize the low interest rates to borrow money for capital investment. Secondly it can also use the increase of government spending in infrastructure projects to get new business.




Threats Equuleus Car Sharing Inc.: Revenue Management External Strategic Factors
What are Threats in the SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis


The threats mentioned in the HBR case study Equuleus Car Sharing Inc.: Revenue Management are -

Learning curve for new practices

– As the technology based on artificial intelligence and machine learning platform is getting complex, as highlighted in case study Equuleus Car Sharing Inc.: Revenue Management, Ecs Equuleus may face longer learning curve for training and development of existing employees. This can open space for more nimble competitors in the field of Technology & Operations .

Stagnating economy with rate increase

– Ecs Equuleus can face lack of demand in the market place because of Fed actions to reduce inflation. This can lead to sluggish growth in the economy, lower demands, lower investments, higher borrowing costs, and consolidation in the field.

Trade war between China and United States

– The trade war between two of the biggest economies can hugely impact the opportunities for Ecs Equuleus in the Technology & Operations industry. The Technology & Operations industry is already at various protected from local competition in China, with the rise of trade war the protection levels may go up. This presents a clear threat of current business model in Chinese market.

Technology acceleration in Forth Industrial Revolution

– Ecs Equuleus has witnessed rapid integration of technology during Covid-19 in the Technology & Operations industry. As one of the leading players in the industry, Ecs Equuleus needs to keep up with the evolution of technology in the Technology & Operations sector. According to Mckinsey study top managers believe that the adoption of technology in operations, communications is 20-25 times faster than what they planned in the beginning of 2019.

Environmental challenges

– Ecs Equuleus needs to have a robust strategy against the disruptions arising from climate change and energy requirements. EU has identified it as key priority area and spending 30% of its 880 billion Euros European post Covid-19 recovery funds on green technology. Ecs Equuleus can take advantage of this fund but it will also bring new competitors in the Technology & Operations industry.

High dependence on third party suppliers

– Ecs Equuleus high dependence on third party suppliers can disrupt its processes and delivery mechanism. For example -the current troubles of car makers because of chip shortage is because the chip companies started producing chips for electronic companies rather than car manufacturers.

Easy access to finance

– Easy access to finance in Technology & Operations field will also reduce the barriers to entry in the industry, thus putting downward pressure on the prices because of increasing competition. Ecs Equuleus can utilize it by borrowing at lower rates and invest it into research and development, capital expenditure to fortify its core competitive advantage.

Aging population

– As the populations of most advanced economies are aging, it will lead to high social security costs, higher savings among population, and lower demand for goods and services in the economy. The household savings in US, France, UK, Germany, and Japan are growing faster than predicted because of uncertainty caused by pandemic.

Regulatory challenges

– Ecs Equuleus needs to prepare for regulatory challenges as consumer protection groups and other pressure groups are vigorously advocating for more regulations on big business - to reduce inequality, to create a level playing field, to product data privacy and consumer privacy, to reduce the influence of big money on democratic institutions, etc. This can lead to significant changes in the Technology & Operations industry regulations.

New competition

– After the dotcom bust of 2001, financial crisis of 2008-09, the business formation in US economy had declined. But in 2020 alone, there are more than 1.5 million new business applications in United States. This can lead to greater competition for Ecs Equuleus in the Technology & Operations sector and impact the bottomline of the organization.

Barriers of entry lowering

– As technology is more democratized, the barriers to entry in the industry are lowering. It can presents Ecs Equuleus with greater competitive threats in the near to medium future. Secondly it will also put downward pressure on pricing throughout the sector.

Capital market disruption

– During the Covid-19, Dow Jones has touched record high. The valuations of a number of companies are way beyond their existing business model potential. This can lead to capital market correction which can put a number of suppliers, collaborators, value chain partners in great financial difficulty. It will directly impact the business of Ecs Equuleus.

High level of anxiety and lack of motivation

– the Great Resignation in United States is the sign of broader dissatisfaction among the workforce in United States. Ecs Equuleus needs to understand the core reasons impacting the Technology & Operations industry. This will help it in building a better workplace.




Weighted SWOT Analysis of Equuleus Car Sharing Inc.: Revenue Management Template, Example


Not all factors mentioned under the Strengths, Weakness, Opportunities, and Threats quadrants in the SWOT Analysis are equal. Managers in the HBR case study Equuleus Car Sharing Inc.: Revenue Management needs to zero down on the relative importance of each factor mentioned in the Strengths, Weakness, Opportunities, and Threats quadrants. We can provide the relative importance to each factor by assigning relative weights. Weighted SWOT analysis process is a three stage process –

First stage for doing weighted SWOT analysis of the case study Equuleus Car Sharing Inc.: Revenue Management is to rank the strengths and weaknesses of the organization. This will help you to assess the most important strengths and weaknesses of the firm and which one of the strengths and weaknesses mentioned in the initial lists are marginal and can be left out.

Second stage for conducting weighted SWOT analysis of the Harvard case study Equuleus Car Sharing Inc.: Revenue Management is to give probabilities to the external strategic factors thus better understanding the opportunities and threats arising out of macro environment changes and developments.

Third stage of constructing weighted SWOT analysis of Equuleus Car Sharing Inc.: Revenue Management is to provide strategic recommendations includes – joining likelihood of external strategic factors such as opportunities and threats to the internal strategic factors – strengths and weaknesses. You should start with external factors as they will provide the direction of the overall industry. Secondly by joining probabilities with internal strategic factors can help the company not only strategic fit but also the most probably strategic trade-off that Ecs Equuleus needs to make to build a sustainable competitive advantage.



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