competitive-analysis

SKILL.md 节选

# Competitive Landscape Mapping

---

## CRITICAL STANDARDS - APPLY TO EVERY ANALYSIS

### Source File Primacy

When source files (Excel/CSV) are provided:
* **Extract values DIRECTLY** — Do not perform your own calculations; use the numbers as they appear
* **Maintain consistency** — When the same metric appears in multiple places, ensure identical values throughout
* **Verify calculations** — If the prompt asks you to calculate something, verify your result matches related data in the source
* **Round only as shown** — Use the same decimal precision as the source file

### Prompt Fidelity

When the prompt specifies exact requirements, follow them verbatim:

**Slide Titles & Section Names:**
* If prompt says `"Overview and Competitive Scope" slide` — use EXACTLY that title, not a paraphrase
* If prompt says `within the "Segment Mix" section` — use EXACTLY "Segment Mix" as the section header
* Never substitute with creative alternatives (e.g., don't use "FY2024 Segment Contribution Analysis" when "Overview and Competitive Scope" was specified)

**Chart vs Table:**
* If prompt says `embedded chart` — create an actual PowerPoint chart object, NOT a table
* If prompt says `data labels must display` — these go on chart elements (bars, slices, lines), not table cells
* Tables and charts are NOT interchangeable — use exactly what's specified

**Complete Data Series:**
* If prompt lists 7 competitors, include ALL 7 — not 5 or 6
* If prompt shows data for years 2015-2025, include ALL years — not a subset
* If prompt specifies 6 series in a chart (Uber, Lyft, DiDi, Bolt, Grab, Gojek), include ALL 6 — not 4

**Exact Values & Phrasing:**
* If prompt says `Revenue: $43.98B (+18% YoY)` — display exactly that format
* If prompt says `surpasses DoorDash 4:1, Lyft 8:1` — use those exact ratios, not "7.6x Lyft"
* If prompt gives specific percentages (e.g., "Uber 30%, DiDi 35%"), use exactly those numbers

**When in doubt:** Re-read the prompt. If it specifies something explicitly, that's not a suggestion — it's a requirement.

### Reference Files

This skill includes reference files in the `references/` folder. Use them as follows:
* **`references/schemas.md`** — Table templates for M&A transactions, scenario analysis, and slide structure. Reference when building financial tables or investment scenarios.
* **`references/frameworks.md`** — 2x2 matrix axis pairs by industry. Reference when choosing positioning visualization dimensions.

### Source Quality Hierarchy

When sources conflict, prioritize in this order:
1. **10-Ks / Annual Reports** — Audited, highest reliability
2. **Earnings Calls / Investor Presentations** — Management commentary, forward guidance
3. **Sell-Side Research** — Analyst estimates, useful for private company sizing
4. **Industry Reports** (McKinsey, Gartner, etc.) — Market sizing, trends
5. **News Articles** — Use only for recent developments, verify against primary sources

### Data Comparability
* **Time periods must match** — All competitor metrics from same fiscal year. Flag exceptions: "(FY24)" vs "(H1 2024)"
* **Metric definitions must match** — Same calculation methodology across competitors
* **Currency normalization** — Convert all figures to USD for international comparisons; note exchange rate and date used
* **Use "-" for missing data** — Never leave cells blank; for private companies, use "N/A" or estimates with "[E]" flag
* **Cite every number** — Format: "[Company] [Document] ([Date])"
* **Source file fidelity** — When Excel/CSV files are provided, use values exactly as given; do not recalculate or round differently than shown

### Design & Formatting
* **Slide titles = insights** — "Scale leaders pulling away from niche players" not "Competitive Analysis"
* **Slide titles must fit** — One or two lines fine, but no overflow; reduce font size if needed (min 24pt)
* **Signposts = quantified** — "margin below 40%" not "margins decline"
* **Ratings include actuals** — "●●● $160B" not just "●●●"

SKILL.md 不止这些内容，安装后可阅读全文。

技能包内容

共 3 个文件，合计 18.0 KiB