Market Intelligence

Decisions do not wait
for better data.

The problem is not imperfect data. It is committing real money to a number somebody will ask you to justify. Market sizing, competitive intelligence and pricing scenarios, built to hold up when they ask.

Discuss a Brief

Every method you trust was designed for a market with good data.

Retail measurement panels do not cover the channels that carry most of the volume. Census baselines are a decade old. Import figures miss whatever crosses the border informally. Competitor volumes are not published, and where something is published it is rarely comparable with anything else.


The decision still has to be made, so somebody reads the sources anyway. It usually falls to whoever is closest to the deadline, using an approach nobody wrote down, which cannot be repeated next year or defended in front of a regulator.

Four places a market number goes wrong.

Which one you are dealing with determines the method, and the method determines whether the number survives the first serious question asked of it.

The channel is invisible

Most volume moves through open markets, kiosks and informal trade. Panels built around modern retail measure a fraction of the market and report it as the whole.

The base year is wrong

Population, household and consumption baselines are often a decade old. Every projection built on them inherits the error and compounds it annually.

Competitor volume is inferred

Nobody publishes it. It gets triangulated from capacity, imports, distribution footprint and pricing, and each of those routes gives a different answer.

The method was never written down

The estimate cannot be reproduced next year, compared with last year, or explained to Finance, Legal or a regulator who asks how you arrived at it.

Three strands, taken separately or together.

Strand One

Industry Sizing

Total and category level

A defensible estimate of industry size, built on a standardised method rather than a one-off reconstruction. The method is documented, so next year's number is comparable with this year's.

  • Market size by volume and value, total and by category
  • Triangulation across supply, trade and consumption routes
  • A written method your team can rerun without us
  • Assumptions stated, with the ranges they carry

Strand Two

Competitive Intelligence

Players, share and movement

Who holds what, how they are moving, and what their pricing and distribution says about where they go next. Assembled from filings, trade data, distribution and field observation.

  • Share estimates by player and by category
  • Pricing architecture across the competitive set
  • Distribution footprint and route to market
  • The signals that tend to precede a competitor move

Strand Three

Pricing and Excise Scenarios

Commercial and regulatory

Modelled scenarios for price changes and excise regimes, showing the volume, revenue and profit consequence of each. Written to be read by Finance and Legal, not only by marketing.

  • Volume response by pricing scenario
  • Excise structure modelling, tiered and ad valorem
  • Multi-year roadmaps rather than single decisions
  • The regulatory argument, in a form it can be made in

The number matters less than whether it survives the next question.

Anyone can produce an estimate. What a board or a regulator asks is how you arrived at it, and whether the same approach produces a comparable number twelve months from now.


So the method is documented before the number is delivered. Every assumption is stated with the range it carries, every route to the estimate is shown, and the whole thing is written so your own team can run it again.

Worth being direct about who this suits.

This is estimation work in difficult information environments. In markets with mature measurement, a subscription answers the question faster and for less.

This fits if

  • You operate in markets where the available data is partial, inconsistent or hard to compare.
  • The number will be questioned by Finance, Legal, a board or a regulator, and has to hold up.
  • You want a method your team can rerun, rather than a report that expires on delivery.
  • You can give us access to your internal sales, distribution and pricing data.

This does not fit if

  • You operate only in markets with mature retail measurement, where a subscription is the better answer.
  • You need the estimate to land on a number that has already been decided.
  • You want continuous tracking rather than a periodic exercise with a documented method.
  • The decision in front of you does not actually turn on the number.

The people who are good at this have usually been the client.

Producing a market number is not difficult. Producing one a business will plan against, spend against, and defend when somebody senior pushes back is a different discipline, and it tends to be learned from the inside rather than from an agency seat.


Modupe spent five years there. He led market intelligence for a multinational FMCG business working in exactly those conditions, and built the standardised method his team used to size markets when the usual sources were missing. That method is what this service runs on.


It earned its place by overturning something. It contradicted what the business had believed about its own market for years, and the strategy changed once the numbers were in. The pricing and excise scenarios behind a three-year pricing roadmap came out of the same work.

"Producing a number is easy. Producing one you can still defend a year later is the job."

What an engagement involves.

Work is scoped to the question rather than sold as a fixed package. Most engagements open with a short conversation about what decision the number has to support, which settles how much precision is worth paying for.

On your data

We work from your internal sales, distribution and pricing data alongside public and trade sources. Commercial data stays with you. Nothing you share is reused, referenced or shown elsewhere, and a non-disclosure agreement is signed before anything is exchanged.

Strands

Industry sizing, competitive intelligence, pricing and excise scenarios

Markets

Emerging and frontier markets

Deliverable

A written estimate, the documented method behind it, and the scenarios modelled

You provide

Internal sales, distribution and pricing data, and access to your commercial team

Fee

Priced on enquiry, based on the markets and categories in scope

Tell us what the number is for.

Which markets, which categories, and what decision rests on it. If a syndicated subscription would answer the question faster, we will say so.