Market and Competition Analysis
Use $ARGUMENTS as initial context.
When to use this skill
- •Market entry or expansion decisions.
- •Competitive positioning or response planning.
- •Product or GTM strategy requiring market evidence.
- •Cases where market assumptions must be made explicit and testable.
Required inputs
- •Market definition and geographic scope.
- •Decision to support and required depth.
- •Available internal/external data and timeline.
Workflow
- •Define market boundary, customer segments, and time horizon.
- •Triangulate TAM/SAM/SOM using top-down and bottom-up methods.
- •Build competitor set including substitutes and adjacent threats.
- •Compare value propositions, pricing, channels, and capability signals.
- •Rate uncertainty of assumptions and develop base vs stressed scenarios.
- •Deliver implications, risks, and next analytical moves.
Ask-first questions
Ask up to 3 questions before sizing:
- •Which strategic decision must this analysis support?
- •What market definition is non-negotiable for this decision?
- •Which data sources are considered reliable by stakeholders?
Assumption policy
- •Proceed with assumptions when data is incomplete.
- •Mark each key assumption with confidence and sensitivity.
- •Separate observed facts from inferred estimates.
Output contract
Always produce these sections in order:
- •Context
- •Decision or Recommendation
- •Analysis
- •Risks
- •Next Actions
- •Assumptions
Guardrails
- •Do not present single-point market size without method disclosure.
- •Include at least one substitute threat in competitor mapping.
- •Distinguish strategic implication from raw market observation.
- •Flag scenario sensitivity when assumptions materially shift conclusion.
Resources
- •
references/market-frameworks.md- Framework selection and triangulation rules. - •
references/competitor-profile.md- Competitor signal checklist. - •
templates/market-competition-analysis.md- Decision-ready output template. - •
examples/market-competition-example.md- Golden example with uncertainty tagging.
Keywords
market sizing, TAM SAM SOM, competition analysis, positioning, strategy, Porter, substitutes