Finance Broker's Analysis: Woolworths Franchise and Market Position

This report, prepared by a finance broker, analyzes the potential for establishing a Woolworths Ltd franchise. It begins with an introduction to the broker's role and the analytical tools used, including SWOT and PESTLE analyses, to assess Woolworths' market position and financial performance. The report delves into competitive and market analyses, outlining marketing goals, strategies, segmentation, and tactics, including product, service, pricing, and distribution strategies. It also covers market research, consumer behavior, and the creation of a marketing budget. The report concludes with an evaluation of the proposed plans and an implementation plan, emphasizing the importance of market analysis for franchise success, referencing books, journals and online resources. The report highlights the various factors considered by the finance broker to assist in the decision-making process related to the franchise.

FINANCE AND MORTGAGE
BROKING

EXECUTIVE SUMMARY
In this report, finance broker's role for analysing business and market position is to
discussed. As being finance broker, business position of Woolworths Ltd is analysed for decision
making regarding establishing new franchise. Therefore, market analysis and business strategies
are to introduced for planning and further implementation.

TABLE OF CONTENTS
INTRODUCTION...........................................................................................................................1
SITUATIONAL ANALYSIS..........................................................................................................1
SWOT analysis............................................................................................................................1
PESTLE analysis.........................................................................................................................2
Competitive analysis...................................................................................................................3
Market analysis...........................................................................................................................4
MARKETING GOALS...................................................................................................................4
MARKETING STRATEGY............................................................................................................4
MARKET SEGMENTATION........................................................................................................4
Target market..............................................................................................................................4
MARKET POSITIONING..............................................................................................................5
MARKET TACTICS.......................................................................................................................5
RESEARCH.....................................................................................................................................5
CONSUMER BEHAVIOUR...........................................................................................................6
MARKETING BUDGET................................................................................................................6
EVALUATION................................................................................................................................6
IMPLEMENTATION PLAN..........................................................................................................6
CONCLUSION................................................................................................................................6
REFERENCE...................................................................................................................................7

INDEX OF TABLES
Table 1: SWOT analysis of Woolworths Ltd..................................................................................1
Table 2: PESTLE analysis of Woolworths Ltd................................................................................2

INTRODUCTION
Mortgage broker works as intermediary regarding loan and increasing fund for business
operations. This report is based on understanding required tools for opening a new franchise as
of mortgage broker's roles for analysing market position in Australia. However, situations and
actual performance of Woolworths Ltd as retailing sector organisation for taking franchise. In
this regard, marketing goals, strategies and positions can be discussed for decision making
regarding franchise. Along with this, strategic plans their implementations including budget will
be described in this assignment. However, mortgage broker role for franchise and business plan
can be understood.
SITUATIONAL ANALYSIS
Being mortage broker, I would like to analyse financial and market position of
Woolwsorths Ltd for franchise with the help of analytical tools mentioned below:
SWOT analysis
It stands for strength, weakness, opportunity and threats by which company's business
and monetary performance can be analysed as:
Table 1: SWOT analysis of Woolworths Ltd
Strength:
 Good market position
 Effective customer satisfaction with
products and services of Woolworths
Ltd.
 Employees' contribution in achieving
entity's goals (Daniel. and Daniel,
2016).
Weakness:
 Poor management of production and
distribution system.
 Changes in environmental factors
impacts on business performance of
Woolworths negatively.
Opportunities:
 To adopt innovative technologies for
improving quality services.
Threats:
 Difficult to maintain market position of
Woolworths Ltd globally (Pham,
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 Conducting market survey to meet
customers' expectations.
2015).
 Changes in people's attitude towards
products and services impact on
business performance.
PESTLE analysis
For decision making related to taking franchise of Woolworths Ltd, it is required to
conduct PESTLE analysis and its impact on business performance as:
Table 2: PESTLE analysis of Woolworths Ltd
Political factors:
It includes factors as changes
in tax policy, industry
regulations and so on.
However, decreasing these
rates impact on financial
position of Woolworths Ltd
positively. As per Australian
Prudential Regulation
Authority (APRA), economic
position of the entity is
effective in terms of political
factors.
Economic factors:
For analysing interest rates,
inflation and wages, monetary
performance of Woolworths
impacted (Barr, 2014). In this
regard it is good in
consideration on economic
factors.
Social factors:
Due to changes in people's
attitude, interests demand for
products and services of
Woolworths impacted. It is
analysed that customers are
satisfied with its products
therefore further decision can
make regarding franchise.
Technological factors:
Technological changes affect
demand for goods and services
as well market position of
Woolworths Ltd. It adopts new
technologies for which
Legal factors:
Chnages in government policy
plans affect business
operations of Woolowrths Ltd.
Therefore, According to
APRA, some changes are
Environmental factors:
Due to uncertain changes in
environment as occurrence of
natural calameties, business
performance get impacted
negatively. However, for
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customers get interested
towards innovations.
amended which impact on
business operations negatively.
analysing this factor,
effectiveness of Woolworths
Ltd get improved (Bull and
et.al., 2016).
Competitive analysis
For decision making related to franchise, it is required to analyse competitiveness of
Woolworths Ltd. In this process, its competitors, market position are identified. However, it is
identified that entity's market position is quite effective as customers' demand for its products in
wide range. It shows good financial and business performance which can be maintained and
increased in the further years (Yuan, 2013). Likewise, its relation with customers including
retailers, agents and other businesses are good which affect longer term sustainability. Therefore,
its expansion and new franchise can be opened up effectively.
Market analysis
Market analysis includes analysing company's growth stage, market size and customers'
attitude towards products and services of Woolworths Ltd. In this regard, it is analysed that
company's market position is effective for which it is able to survive in competitive market.
Thus, decision can make for franchising and enlarging the business efficiently.
MARKETING GOALS
Through conducting market survey and analysing factors as sales and profit percentage,
quality services, satisfaction level of customers with its services, advertising channels and so on
(Singh, 2016). Therefore, variety of ideas are generated for increasing marketability on which
decision made related to franchise. Including this, it is also evaluated that marketing goals of
Woolworths Ltd are strong which can achieve effectively as meeting customers' expectations on
large scale.
MARKETING STRATEGY
Several strategies are prepared for sustaining market position of Woolworths Ltd
including development ranges in terms of product and market. Similarly, entering new market as
well opportunities for business expansion and so on (Holburn and Vanden, 2014). Thus, being
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mortgage broker, these strategies are made and implemented for creating contracts in respect of
franchise and development.
MARKET SEGMENTATION
After analysing market position, it is segmented into different factors as; demographic,
geographic, psycho-logic and so on. Including this, different ideas are generated for satisfying
customers with products and services effectively (Natenberg, 2014). Therefore, market
segmentation is an essential process for business plan related to establishing new franchise.
Target market
After segmenting market into different segments, targets are set for increasing
marketability and effective business performance. In addition to this, plans are made in all terms
including costs, time and market positions (Costa and et.al., 2017). Thus, market plan and broker
can get succeed effectively by appropriate decision making and targeting.
MARKET POSITIONING
After targeting, it is proceeded to positioning products and services of Woolworths as of
market demand and customers' requirement s (Kouwenhoven and et.al., 2017). Hence, business
plan can get succeed for making place in market and sustaining position efficiently.
MARKET TACTICS
For decision in relation to franchise, different strategies are made can understand as:
 Product strategy: Planning is created related to what quality of resources are used, in
which quantity product is to be produced and supplied.
 Service strategy: Setting plans for effective customer dealing services as to meeting their
satisfaction with providing details of products during marketing and so on (Roles of
Finance Broker, 2016).
 Pricing strategy: Price of product is based on cost incurred in manufacturing and
production process. Therefore, price determination is obtained on behalf of market
position, people's affordability and expenses incurred in business operations.
 Distribution strategy: This strategy is related to planning for balancing production and
distribution system in terms of marketing regarding franchise plan (Pham, 2015).
 Promotion strategy: Under this strategy, promoting tools are analysed for encouraging
people towards goods and services as well of franchise plan.
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 People strategy: In this, performance of people involved in franchise plan as broker and
two others one is analyst and the other is marketing manager's performance are identified
(Yuan, 2013). However, it is beneficial to get success in business plan effectively.
RESEARCH
For planning to establish new franchise research is required in respect of consumer
behaviour and market position of Woolworths Ltd. It is analysed that company has effective
goodwill which can be maintained and improved at maximum level (Natenberg, 2014).
Therefore, several ideas are generated for satisfying customers at high level as well increasing
profit level of the entity.
CONSUMER BEHAVIOUR
Buying behaviour of customers are analysed in respect of demographic, geographic and
other factors by which variety of ideas are created for franchise plan. Due to changes in attitude,
interests, socio-economic and other factors, meeting all expectations remain challenging (Costa
and et.al., 2017). For this task, consumer behaviour is analysed towards products and services of
Woolworths Ltd.
MARKETING BUDGET
For success of franchise, budget is prepared includes tools as cost to be incurred in
operation, time consumed, advertising way etc (Singh, 2016). Therefore, budget is beneficial
reducing wastages and appropriate decision making regarding market plan. Being mortgage
broker budget is to prepared on behalf of business performance of Woolworths Ltd to get success
in franchise plan.
EVALUATION
Evaluation of all plans are identified in respect of workers' performance, customers'
attitude towards good and services and so on (Barr, 2014). Therefore, all strategies are evaluated
for getting success and franchise effectively.
IMPLEMENTATION PLAN
On the basis of analysing business and market position of Woolworths and further
budgeted plan, strategies are implemented as determined (Holburn and Vanden, 2014).
Therefore, all processes can get success and new franchise can established effectively.
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CONCLUSION
It is concluded that for establishing franchise, it is essential to analyse market position
and performance of Woolworths Ltd. However, analytical tools as SWOT, PESTLE and others
are discussed for decision making regarding setting up new franchise. Including this, market
strategies and segmentation, target as well positioning significance are identified. Overall, for
getting success in establishing franchise in Australia has been understood in this assignment.
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REFERENCE
Books and Journal
Barr, M.S., 2014. Mandatory arbitration in consumer finance and investor contracts. NYUJL &
Bus. 7(4). pp.793.
Bull, J.W. and et.al., 2016. Strengths, weaknesses, opportunities and threats: A SWOT analysis
of the ecosystem services framework. Ecosystem services. 78(5). pp.99-111.
Costa, S.T.P.D and et.al., 2017. High prevalence of norovirus in children with sporadic acute
gastroenteritis in Manaus, Amazon Region, northern Brazil. Memórias do Instituto
Oswaldo Cruz. 78(6). pp.391-395.
Daniel, J. and Daniel, J., 2016. SEC targets broker-dealer implications of transaction-based deal
fees. Journal of Investment Compliance. 67(4). pp.75-76.
Holburn, G.L. and Vanden Bergh, R.G., 2014. Integrated market and nonmarket strategies:
Political campaign contributions around merger and acquisition events in the energy
sector. Strategic Management Journal. 89(3). pp.450-460.
Kouwenhoven, S.T. and et.al., 2017. The wingman flap: Bilateral closure of a supra-tip defect of
the nose. Journal of the American Academy of Dermatology. 7(2). pp.57-58.
Natenberg, S., 2014. Option volatility and pricing: Advanced trading strategies and techniques.
McGraw Hill Professional.
Pham, T.P., 2015. Broker ID transparency and price impact of trades: evidence from the Korean
Exchange. International Journal of Managerial Finance. 67(1). pp.117-131.
Singh, A.K., 2016. Selecting Regional Postponement Centre Using PESTLE–AHP–TOPSIS
Methodology: A Case Study in a Pharmaceutical Company. Global Business Review.
78(5). pp.1266-1268.
Yuan, H., 2013. A SWOT analysis of successful construction waste management. Journal of
Cleaner Production. 89. pp.1-8.
Online
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Roles of Finance Broker. 2016. [Online]. Available through:
<http://haskayne.ucalgary.ca/files/haskayne/berndthollifieldsandas_0.pdf>.
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