How to analyze customer risk when product is sold via dealer network?

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December 08, 2020

by a searcher from Massachusetts Institute of Technology - MIT Sloan School of Management in Los Angeles, CA, USA

I am looking at an opportunity where the product is sold through a dealer network to end (commercial) customers. How should this be evaluated akin to customer concentration, churn, etc? Basically, what are the risks that need to be evaluated for this kind of product distribution system?

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Reply by a searcher
from INSEAD in Warsaw, Poland
You need to investigate two areas:
(1) - distributors continuing to offer your products
+ how many brands for a given product type they hold? how they decide how many and which ones to hold?
- they can be restricted with shelf space, working capital, or just don't see differentiation between different suppliers
+ how these brands (manufacturers) differ in terms of value prop to end-customers
- why end-customer select a particular brand
- do customers come back to buy the same brand again, and if not - why
- which brands do they recommend and why
+ how these brands (manufacturers) differ in terms of conditions to the distributor (e.g., payment terms, margin opportunities, incentives for sales people, ...)

(2) - end-customers continuing to purchase your products
if your product is a part of a bigger machine, you can pretend to be interested and ask for details - e.g.,
+ which supplier of (x product) do you use and why?
+ what share of total manufacturing cost does product X account for?
+ where do you buy product X? why at this distributor?

For both (1) and (2) you can cold-call distributors and end-customers.
We usually use interns / sub-contractors to run such market surveying
commentor profile
Reply by a searcher
from University of California, Berkeley in San Francisco, CA, USA
Even bluechips have this problem. I think DD vs operation analysis are different. For DD: 1. concentration, 2. trend vs comp 3. assess channel internal and external benchmark vs actual, 4 review contract vs performance 5. SWOT you vs channel to see who has the channel power etc.
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