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Gabelli Healthcare WellnessRx Trust (GRX) SWOT Analysis / TOWS Matrix / MBA Resources

Introduction to SWOT Analysis

SWOT Analysis / TOWS Matrix for Gabelli Healthcare WellnessRx Trust (United States)


Based on various researches at Oak Spring University , Gabelli Healthcare WellnessRx Trust is operating in a macro-environment that has been destablized by – geopolitical disruptions, increasing inequality as vast percentage of new income is going to the top 1%, supply chains are disrupted by pandemic , there is backlash against globalization, wage bills are increasing, central banks are concerned over increasing inflation, customer relationship management is fast transforming because of increasing concerns over data privacy, competitive advantages are harder to sustain because of technology dispersion, there is increasing trade war between United States & China, etc



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Introduction to SWOT Analysis of Gabelli Healthcare WellnessRx Trust


SWOT stands for an organization’s Strengths, Weaknesses, Opportunities and Threats . At Oak Spring University, we believe that Gabelli Healthcare WellnessRx Trust can use SWOT analysis as a strategic management tool to assess the current internal strengths and weaknesses of the Gabelli Healthcare WellnessRx Trust, and to figure out the opportunities and threats in the macro environment – technological, environmental, political, economic, social, demographic, etc in which Gabelli Healthcare WellnessRx Trust 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 Gabelli Healthcare WellnessRx Trust can be done for the following purposes –
1. Strategic planning of Gabelli Healthcare WellnessRx Trust
2. Improving business portfolio management of Gabelli Healthcare WellnessRx Trust
3. Assessing feasibility of the new initiative in United States
4. Making a Misc. Financial Services sector specific business decision
5. Set goals for the organization
6. Organizational restructuring of Gabelli Healthcare WellnessRx Trust




Strengths of Gabelli Healthcare WellnessRx Trust | Internal Strategic Factors
What are Strengths in SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis

The strengths of Gabelli Healthcare WellnessRx Trust are -

Operational resilience

– The operational resilience strategy of Gabelli Healthcare WellnessRx Trust comprises – understanding the underlying the factors in the Misc. Financial Services 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.

Highly skilled collaborators

– Gabelli Healthcare WellnessRx Trust has highly efficient outsourcing and offshoring strategy. It has resulted in greater operational flexibility and bringing down the costs in highly price sensitive Misc. Financial Services industry. Secondly the value chain collaborators of Gabelli Healthcare WellnessRx Trust have helped the firm to develop new products and bring them quickly to the marketplace.

Cross disciplinary teams

– Horizontal connected teams at the Gabelli Healthcare WellnessRx Trust 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.

Diverse revenue streams

– Gabelli Healthcare WellnessRx Trust is present in almost all the verticals within the Misc. Financial Services industry. This has provided Gabelli Healthcare WellnessRx Trust 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.

Training and development

– Gabelli Healthcare WellnessRx Trust has one of the best training and development program in Financial industry. The effectiveness of the training programs can be measured in – employees retention, in-house promotion, loyalty, new venture initiation, lack of conflict, and high level of both employees and customer engagement.

Learning organization

- Gabelli Healthcare WellnessRx Trust is a learning organization. It has inculcated three key characters of learning organization in its processes and operations – exploration, creativity, and expansiveness. The work place at Gabelli Healthcare WellnessRx Trust is open place that encourages instructiveness, ideation, open minded discussions, and creativity. Employees and leaders at Gabelli Healthcare WellnessRx Trust emphasize – knowledge, initiative, and innovation.

Digital Transformation in Misc. Financial Services industry

- digital transformation varies from industry to industry. For Gabelli Healthcare WellnessRx Trust digital transformation journey comprises differing goals based on market maturity, customer technology acceptance, and organizational culture. Gabelli Healthcare WellnessRx Trust has successfully integrated the four key components of digital transformation – digital integration in processes, digital integration in marketing and customer relationship management, digital integration into the value chain, and using technology to explore new products and market opportunities.

Successful track record of launching new products

– Gabelli Healthcare WellnessRx Trust has launched numerous new products in last few years, keeping in mind evolving customer preferences and competitive pressures. Gabelli Healthcare WellnessRx Trust 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.

Innovation driven organization

– Gabelli Healthcare WellnessRx Trust is one of the most innovative firm in Misc. Financial Services sector.

Strong track record of project management in the Misc. Financial Services industry

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

High switching costs

– The high switching costs that Gabelli Healthcare WellnessRx Trust 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.

Ability to lead change in Misc. Financial Services

– Gabelli Healthcare WellnessRx Trust is one of the leading players in the Misc. Financial Services industry in United States. Over the years it has not only transformed the business landscape in the Misc. Financial Services industry in United States but also across the existing markets. The ability to lead change has enabled Gabelli Healthcare WellnessRx Trust in – penetrating new markets, reaching out to new customers, and providing different value propositions to different customers in the international markets.






Weaknesses of Gabelli Healthcare WellnessRx Trust | Internal Strategic Factors
What are Weaknesses in SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis

The weaknesses of Gabelli Healthcare WellnessRx Trust are -

Capital Spending Reduction

– Even during the low interest decade, Gabelli Healthcare WellnessRx Trust has not been able to do capital spending to the tune of the competition. This has resulted into fewer innovations and company facing stiff competition from both existing competitors and new entrants who are disrupting the Misc. Financial Services industry using digital technology.

Products dominated business model

– Even though Gabelli Healthcare WellnessRx Trust has some of the most successful models in the Misc. Financial Services industry, this business model has made each new product launch extremely critical for continuous financial growth of the organization. Gabelli Healthcare WellnessRx Trust should strive to include more intangible value offerings along with its core products and services.

High dependence on Gabelli Healthcare WellnessRx Trust ‘s star products

– The top 2 products and services of Gabelli Healthcare WellnessRx Trust still accounts for major business revenue. This dependence on star products in Misc. Financial Services industry has resulted into insufficient focus on developing new products, even though Gabelli Healthcare WellnessRx Trust has relatively successful track record of launching new products.

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 Gabelli Healthcare WellnessRx Trust supply chain. Even after few cautionary changes, Gabelli Healthcare WellnessRx Trust is still heavily dependent upon the existing supply chain. The existing supply chain though brings in cost efficiencies but it has left Gabelli Healthcare WellnessRx Trust vulnerable to further global disruptions in South East Asia.

Employees’ less understanding of Gabelli Healthcare WellnessRx Trust strategy

– From the outside it seems that the employees of Gabelli Healthcare WellnessRx Trust 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.

Aligning sales with marketing

– From the outside it seems that Gabelli Healthcare WellnessRx Trust needs to have more collaboration between its sales team and marketing team. Sales professionals in the Misc. Financial Services industry have deep experience in developing customer relationships. Marketing department at Gabelli Healthcare WellnessRx Trust can leverage the sales team experience to cultivate customer relationships as Gabelli Healthcare WellnessRx Trust is planning to shift buying processes online.

Increasing silos among functional specialists

– The organizational structure of Gabelli Healthcare WellnessRx Trust is dominated by functional specialists. It is not different from other players in the Misc. Financial Services industry, but Gabelli Healthcare WellnessRx Trust needs to de-silo the office environment to harness the true potential of its workforce. Secondly the de-silo will also help Gabelli Healthcare WellnessRx Trust to focus more on services in the Misc. Financial Services industry rather than just following the product oriented approach.

Lack of clear differentiation of Gabelli Healthcare WellnessRx Trust products

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

Compensation and incentives

– The revenue per employee of Gabelli Healthcare WellnessRx Trust is just above the Misc. Financial Services industry average. It needs to redesign the compensation structure and incentives to increase the revenue per employees. Some of the steps that it can take are – hiring more specialists on project basis, etc.

Workers concerns about automation

– As automation is fast increasing in the Misc. Financial Services industry, Gabelli Healthcare WellnessRx Trust needs to come up with a strategy to reduce the workers concern regarding automation. Without a clear strategy, it could lead to disruption and uncertainty within the organization.

High bargaining power of channel partners in Misc. Financial Services industry

– because of the regulatory requirements in United States, Gabelli Healthcare WellnessRx Trust 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 Misc. Financial Services industry.




Gabelli Healthcare WellnessRx Trust Opportunities | External Strategic Factors
What are Opportunities in the SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis


The opportunities of Gabelli Healthcare WellnessRx Trust are -

Better consumer reach

– The expansion of the 5G network will help Gabelli Healthcare WellnessRx Trust to increase its market reach. Gabelli Healthcare WellnessRx Trust 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.

Changes in consumer behavior post Covid-19

– consumer behavior has changed in the Misc. Financial Services industry because of Covid-19 restrictions. Some of this behavior will stay once things get back to normal. Gabelli Healthcare WellnessRx Trust 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. Gabelli Healthcare WellnessRx Trust 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.

Loyalty marketing

– Gabelli Healthcare WellnessRx Trust has focused on building a highly responsive customer relationship management platform. This platform is built on in-house data and driven by analytics and artificial intelligence. The customer analytics can help the organization to fine tune its loyalty marketing efforts, increase the wallet share of the organization, reduce wastage on mainstream advertising spending, build better pricing strategies using personalization, etc.

Redefining models of collaboration and team work

– As explained in the weaknesses section, Gabelli Healthcare WellnessRx Trust is facing challenges because of the dominance of functional experts in the organization. Gabelli Healthcare WellnessRx Trust can utilize new technology in the field of Misc. Financial Services industry to build more coordinated teams and streamline operations and communications using tools such as CAD, Zoom, etc.

Developing new processes and practices

– Gabelli Healthcare WellnessRx Trust can develop new processes and procedures in Misc. Financial Services 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.

Use of Bitcoin and other crypto currencies for transactions in Misc. Financial Services industry

– The popularity of Bitcoin and other crypto currencies as asset class and medium of transaction has opened new opportunities for Gabelli Healthcare WellnessRx Trust in the Misc. Financial Services industry. Now Gabelli Healthcare WellnessRx Trust can target international markets with far fewer capital restrictions requirements than the existing system.

Identify volunteer opportunities

– Covid-19 has impacted working population in two ways – it has led to people soul searching about their professional choices, resulting in mass resignation. Secondly it has encouraged people to do things that they are passionate about. This has opened opportunities for businesses to build volunteer oriented socially driven projects. Gabelli Healthcare WellnessRx Trust can explore opportunities that can attract volunteers and are consistent with its mission and vision.

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 Gabelli Healthcare WellnessRx Trust 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.

Manufacturing automation

– Gabelli Healthcare WellnessRx Trust can use the latest technology developments to improve its manufacturing and designing process in Misc. Financial Services sector. 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.

Lowering marketing communication costs

– 5G expansion will open new opportunities for Gabelli Healthcare WellnessRx Trust in the field of marketing communication. It will bring down the cost of doing business, provide technology platform to build new products in the Misc. Financial Services industry, and it will provide faster access to the consumers.

Remote work and new talent hiring opportunities

– The widespread usage of remote working technologies during Covid-19 has opened opportunities for Gabelli Healthcare WellnessRx Trust 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 Gabelli Healthcare WellnessRx Trust to hire the very best people irrespective of their geographical location.

Learning at scale

– Online learning technologies has now opened space for Gabelli Healthcare WellnessRx Trust 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.

Creating value in data economy

– The success of analytics program of Gabelli Healthcare WellnessRx Trust has opened avenues for new revenue streams for the organization in Misc. Financial Services industry. This can help Gabelli Healthcare WellnessRx Trust to build a more holistic ecosystem for Gabelli Healthcare WellnessRx Trust products in the Misc. Financial Services industry by providing – data insight services, data privacy related products, data based consulting services, etc.




Threats Gabelli Healthcare WellnessRx Trust External Strategic Factors
What are Threats in the SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis


The threats of Gabelli Healthcare WellnessRx Trust are -

Regulatory challenges

– Gabelli Healthcare WellnessRx Trust 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 Misc. Financial Services industry regulations.

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.

Trade war between China and United States

– The trade war between two of the biggest economies can hugely impact the opportunities for Gabelli Healthcare WellnessRx Trust in Misc. Financial Services industry. The Misc. Financial Services 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

– Gabelli Healthcare WellnessRx Trust has witnessed rapid integration of technology during Covid-19 in the Misc. Financial Services industry. As one of the leading players in the industry, Gabelli Healthcare WellnessRx Trust needs to keep up with the evolution of technology in the Misc. Financial Services 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.

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 Gabelli Healthcare WellnessRx Trust.

Consumer confidence and its impact on Gabelli Healthcare WellnessRx Trust demand

– There is a high probability of declining consumer confidence, given – high inflammation rate, rise of gig economy, lower job stability, increasing cost of living, higher interest rates, and aging demography. All the factors contribute to people saving higher rate of their income, resulting in lower consumer demand in Misc. Financial Services industry and other sectors.

Instability in the European markets

– European Union markets are facing three big challenges post Covid – expanded balance sheets, Brexit related business disruption, and aggressive Russia looking to distract the existing security mechanism. Gabelli Healthcare WellnessRx Trust will face different problems in different parts of Europe. For example it will face inflationary pressures in UK, France, and Germany, balance sheet expansion and demand challenges in Southern European countries, and geopolitical instability in the Eastern Europe.

Backlash against dominant players

– US Congress and other legislative arms of the government are getting tough on big business especially technology companies. The digital arm of Gabelli Healthcare WellnessRx Trust business can come under increasing regulations regarding data privacy, data security, etc.

Technology disruption because of hacks, piracy etc

– The colonial pipeline illustrated, how vulnerable modern organization are to international hackers, miscreants, and disruptors. The cyber security interruption, data leaks, etc can seriously jeopardize the future growth of the organization.

Shortening product life cycle

– it is one of the major threat that Gabelli Healthcare WellnessRx Trust is facing in Misc. Financial Services sector. It can lead to higher research and development costs, higher marketing expenses, lower customer loyalty, etc.

Stagnating economy with rate increase

– Gabelli Healthcare WellnessRx Trust 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 Misc. Financial Services industry.

Increasing international competition and downward pressure on margins

– Apart from technology driven competitive advantage dilution, Gabelli Healthcare WellnessRx Trust can face downward pressure on margins from increasing competition from international players. The international players have stable revenue in their home market and can use those resources to penetrate Gabelli Healthcare WellnessRx Trust prominent markets.

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 Gabelli Healthcare WellnessRx Trust in the Misc. Financial Services sector and impact the bottomline of the organization.




Weighted SWOT Analysis of Gabelli Healthcare WellnessRx Trust Template, Example


Not all factors mentioned under the Strengths, Weakness, Opportunities, and Threats quadrants in the SWOT Analysis are equal. Managers at Gabelli Healthcare WellnessRx Trust 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 Gabelli Healthcare WellnessRx Trust 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 Gabelli Healthcare WellnessRx Trust 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 Gabelli Healthcare WellnessRx Trust 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 Gabelli Healthcare WellnessRx Trust needs to make to build a sustainable competitive advantage.



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