Market Research & Analysis Expert market research skill — from market sizing and competitive analysis through consumer research and professional consulting-grade reports with LaTeX formatting and visual generation. Quick Start Choose your workflow: Market Sizing — TAM/SAM/SOM calculations Competitive Analysis — Landscape mapping and positioning Consumer Research — Surveys, interviews, behavior analysis Professional Report — 50+ page consulting-style report with LaTeX + visuals Market Sizing (TAM → SAM → SOM) Step 1: Define Scope Product/service being analyzed Geography (target regions) Customer segment (who specifically) Time frame (current year or 5-year projection) Step 2: Calculate TAM (Top-Down) TAM = Total market demand at 100% market share = (Total potential customer base) × (avg contract value) Data sources: Gartner, Forrester, IBISWorld, government statistics, trade associations Step 3: Calculate SAM SAM = Portion of TAM you can realistically serve Apply filters: geographic constraints, product limitations, customer size constraints Typically 5-20% of TAM Step 4: Calculate SOM SOM = Realistic near-term market share (1-3 years) Conservative benchmarks: Year 1: 0.1-0.5% of SAM Year 2: 0.5-2% of SAM Year 3: 1-5% of SAM Step 5: Bottom-Up Validation Bottom-up = (realistic target customers) × (conversion rate) × (ACV) If top-down SOM / bottom-up > 3x → revisit top-down assumptions Competitive Landscape Analysis Competitor Categories Type Definition Example Direct Same product, same customer Asana vs Monday.com Indirect Different product, same problem Asana vs Excel Substitute Alternative way to address need Asana vs consultants Potential Could enter market easily Microsoft, Google Competitive Intelligence Sources Company websites (pricing, features, positioning) App store reviews (G2, Capterra — look for "appears X times" keywords) Crunchbase (funding, valuation, growth trajectory) Job postings (what they're investing in) LinkedIn (employee count trends, key hires) Gartner Magic Quadrant (market positioning) Positioning Map Template Create a 2D matrix: X-axis: Price (Low → High) Y-axis: Feature complexity / target segment (Simple → Advanced) Plot all competitors. Look for gaps — unserved or underserved quadrants = market opportunity. Core Analysis Frameworks Porter's Five Forces (rate each High / Medium / Low) Threat of New Entrants — Barriers to entry, capital requirements, brand loyalty Supplier Power — Concentration, switching costs, substitute inputs Buyer Power — Concentration, price sensitivity, switching costs Threat of Substitutes — Alternatives, switching costs, price/performance tradeoff Competitive Rivalry — Number of competitors, industry growth, differentiation PESTLE Analysis Dimension Key Questions Political Regulatory environment, trade policies Economic Growth rates, inflation, currency risks Social Demographics, consumer behavior shifts Technological Disruptive technologies, R&D activity Legal Compliance requirements, IP landscape Environmental Sustainability trends, regulations SWOT + BCG Matrix For competitive landscape: map competitors on BCG Matrix (market growth vs market share) to identify Stars, Cash Cows, Question Marks, Dogs. Consumer Research Survey Design Van Westendorp Pricing: Ask customers 4 questions to find optimal price point: At what price is this too expensive to consider? At what price is this so cheap you doubt the quality? At what price does this start to feel expensive (but not off the table)? At what price is this a great value/bargain? Plot cumulative % — OPP (Optimal Price Point) = intersection of "too expensive" and "too cheap." Anti-pattern: Never use leading questions ("Don't you think our innovative product..."). Always include negative response options. Interview Framework For qualitative research: Define clear research objectives first Minimum 5-10 interviews for directional insight, 15-20 for patterns Focus on jobs to be done and pain points, not feature preferences Capture verbatim language — exact phrases are more valuable than summaries Quality Checklist Research objectives clearly defined and measurable Sample is representative of target market Mix of qualitative (why) and quantitative (how many) methods No leading or biased questions Insights are actionable, not just "interesting facts" Limitations acknowledged Professional Market Research Reports Generates consulting-grade reports (50+ pages) modeled on McKinsey, BCG, Gartner deliverables. Report Structure (~66 pages target) Front Matter (~5 pages): Cover page · Table of Contents · Executive Summary (investment thesis, key findings, top 5 recommendations) Core Analysis (~35 pages): Chapter Pages Key Frameworks Market Overview & Definition 4-5 Industry structure Market Size & Growth 6-8 TAM/SAM/SOM, regional breakdown Industry Drivers & Trends 5-6 PESTLE, driver impact matrix Competitive Landscape 6-8 Porter's Five Forces, positioning matrix Customer Analysis 4-5 Segmentation, customer journey Technology & Innovation 4-5 Technology roadmap, adoption curve Regulatory & Policy 3-4 Regulatory timeline Risk Analysis 3-4 Risk heatmap, mitigation matrix Strategic Recommendations (~10 pages): Opportunity matrix · Implementation roadmap · Investment thesis Back Matter (~5 pages): Methodology · Data tables · Company profiles · Bibliography Visual Generation (generate 6 priority visuals first)

Batch generate all core visuals

python scripts/generate_market_visuals.py \ --topic "[MARKET NAME]" --output-dir figures/ Priority Visual Tool 1 Market growth trajectory scientific-schematics 2 TAM/SAM/SOM concentric circles scientific-schematics 3 Porter's Five Forces scientific-schematics 4 Competitive positioning matrix (2×2) scientific-schematics 5 Risk heatmap scientific-schematics 6 Executive summary infographic generate-image LaTeX Compilation

Initialize project structure

writing_outputs/YYYYMMDD_HHMMSS_market_report_ [ topic ] / ├── drafts/v1_market_report.tex ← use assets/market_report_template.tex as base ├── figures/ ├── references/references.bib └── final/

Compile

cd drafts/ xelatex v1_market_report.tex && bibtex v1_market_report xelatex v1_market_report.tex && xelatex v1_market_report.tex Use \usepackage{market_research} (from assets/market_research.sty ). Colored box environments: \begin { keyinsightbox } [ Key Finding ] ... \end { keyinsightbox } % blue \begin { marketdatabox } [ Market Snapshot ] ... \end { marketdatabox } % green \begin { riskbox } [ Critical Risk ] ... \end { riskbox } % orange \begin { recommendationbox } [ Recommendation ] ... \end { recommendationbox } % purple See assets/FORMATTING_GUIDE.md for complete LaTeX reference. See assets/market_report_template.tex for the full report template. Report Quality Standards Data: No older than 2 years; all statistics attributed; projections state assumptions Writing: Specific numbers over vague qualifiers; insights first, then data; active voice Visuals: 300 DPI minimum; colorblind-friendly palette; all axes/legends labeled; sources in captions Length: 50+ pages — if under, expand appendix data tables and add regional breakdowns Pre-Submission Checklist Cover page, ToC, List of Figures, Executive Summary All 11 chapters present (no placeholder sections) 6 core visuals generated and rendering All statistics sourced; projections include assumptions PDF compiles without errors; cross-references work Page count >50 References & Assets scripts/generate_market_visuals.py — Batch visual generation for reports assets/market_research.sty — LaTeX style package assets/market_report_template.tex — Full report template assets/FORMATTING_GUIDE.md — Complete LaTeX formatting reference references/report_structure_guide.md — Detailed chapter-by-chapter guidance references/data_analysis_patterns.md — Analysis patterns and common calculations references/visual_generation_guide.md — Visual creation workflows