Lecture Notes: McKenzie Style Case Interview by Matt
Introduction
- Presented by Matt, Strategy Associate at Google, former Consultant at BCG.
- Focus: McKenzie style case interview, particularly around a case with Super Soda, a beverage producer.
- Multiple ways to solve a case; this is Matt's approach.
Case Summary: Super Soda Launching Electrolyte
- Client: Super Soda, top 3 beverage producer in the US.
- Product: Electrolyte - new flavored sports drink with lower sugar content focused on replenishing electrolytes.
- Company Profile: Integrated beverage company owning end-to-end supply chain, numerous brands, 5 large bottling plants, and distribution agreements.
- Objective: Evaluate the launch strategy for Electrolyte.
Key Considerations for Electrolyte Launch
- Note-taking: Quickly jot down key info during prompt reading.
- Super Soda: Beverage producer evaluating electrolyte launch.
- Electrolyte: Low sugar sports drink.
- Key Question: Factors to consider for launching Electrolyte.
- Restate & Clarify: Restate problem and ask clarifying questions to show understanding and thoughtfulness.
Clarifying Questions
- Has the company tried anything already? (Existing research or tests done).
- What markets are targeted? (Geographical focus, US, North America, or other regions).
- Have any competitors launched similar products? (Understanding competitive landscape).
Building a Framework
- Framework: Set of key investigation buckets to understand the problem better.
- Attributes: Mutually exclusive and collectively exhaustive.
- Structure: Request 30 seconds to organize thoughts, create 3-5 key buckets.
Example Framework: Business Situation
- Customer: Segmentation and preferences.
- Competition: Market size & growth, competitors.
- Company: Supply chain and sales/marketing capabilities.
- Product: Cost, pricing, and positioning.
Quantitative Analysis
- Given data: Market share, product cost/price, and production costs.
- Approach:
- Calculate per unit profit: $2.00 (price) - $1.90 (cost) = $0.10.
- Determine break-even units: $40M fixed costs / $0.10 profit per unit = 400M bottles.
- Convert to gallons: 400M bottles * 1/8 gallon/bottle = 50M gallons.
- Calculate market share needed: 50M gallons / 400M gallons (market) = 12.5%.
Break-Even Analysis
- Understand market size: Electrolyte market is 5% of total 8B gallon sports drink market = 400M gallons.
- Conclusion: Electrolyte needs 12.5% market share to break even.
Strategy to Achieve Market Share
Brainstorming Ideas
- Competitive Pricing: Lower prices to attract customers.
- Robust Distribution: Ensure no bottlenecks and meet demand efficiently.
- Sales and Marketing Campaigns: Create awareness and drive customer interest.
Final Recommendations
Structure for CEO Update
- Restate Context: Brief background to set the stage.
- Recommendation: Proceed with launch, focus on market capture strategies.
- Risks: Potential oversights in marketing competition and execution ability.
- Next Steps: Conduct detailed competitor analysis and demand forecasting.
Example Synthesis
- Formulate clear, concise summary for the CEO emphasizing need for competitive pricing, distribution, and marketing to achieve the required market share.
- Highlight potential risks and recommend further research on competition and market demand.
Conclusion: Practice & Preparation
- Practice mock interviews, refine frameworks, and improve quantitative skills to excel in case interviews.
Tip: Consider one-on-one coaching for personalized feedback and improvements.