draco-competitor-analysis（德拉科竞争对手分析）

competitor-analysis

Use this skill to turn raw competitor information into decision-useful analysis.

Core rule:

The goal of competitor analysis is not to describe what others did. It is to solve our problem by borrowing others' experience.

When to use

Trigger this skill when the task is to:

• write a competitor-analysis section in a report or memo
• compare products / companies / campaigns for strategic insight
• benchmark categories, leaders, challengers, substitutes, or avoidable cases
• analyze marketing campaigns, product positioning, product launch, or brand upgrade
• answer "what should we learn / avoid / do next"

Do not stop at information collection. The output must end with actionable conclusions.

Required workflow

Follow this sequence:

1. Define the problem - What exact question are we trying to answer?
2. Define the competitor set - Why these objects, and what role does each one play?
3. Decompose the case - Facts → motives → effects
4. Extract the root variable - What actually drove success or failure?
5. Convert to action - What should we borrow, avoid, or do next?

If step 5 is weak, the analysis is incomplete.

Five questions you must answer

Before finalizing, check whether the draft answers all five:

1. What problem are we solving?
2. Which information is actually useful for that problem?
3. Where did the information come from?
4. Is the analysis surface-level or root-cause level?
5. What concrete help does the conclusion provide for this project?

Competitor types

Classify each analyzed object into one or more of these roles:

• Core competitor: highly overlaps with us in product, target users, positioning, budget, or category
• Benchmark competitor: stronger / larger / category-leading reference worth learning from
• Potential competitor: smaller but strategically interesting; may have sharper tactics or better product logic
• Substitute competitor: different category but solves the same higher-order need
• Avoidance competitor: negative case that shows what not to do

Do not create a wide list without role labels.

Three-layer decomposition

For each important case, analyze in this order:

1) Fact layer — what happened?

Capture concrete actions only:

• what was launched / changed / communicated
• timing and sequence
• channel / resource allocation
• execution structure

2) Motive layer — why did they do it?

Explain the logic behind the actions:

• market / company / user background
• why this timing
• target outcome
• strategic path chosen
• why this method instead of another

3) Effect layer — what happened as a result?

Look for:

• business result
• user cognition shift
• engagement / conversion / adoption signals
• success factor or failure reason
• the decisive variable

Always push past description. Ask: what was the main contradiction / main variable?

Output rule

Every competitor-analysis section must end with three explicit buckets:

• What to borrow
• What to avoid
• What we should do next

If the user asks for a report section, prefer this output shape:

Suggested section structure

1. Problem statement
2. Competitor map and role labels
3. Cross-case comparison
4. Deep dive by selected cases
5. Root insight / decisive variables
6. Recommendations for us

Scenario-specific frameworks

Read the matching reference file before drafting:

• Marketing / campaign analysis → references/marketing.md
• Product positioning / category comparison → references/product-positioning.md
• Product launch / GTM / 0→1 or 1→10 → references/product-launch.md
• Brand upgrade / repositioning → references/brand-upgrade.md
• General method and review checklist → references/methodology.md

Writing standards

• Lead with the problem, not with the competitor list.
• Prefer a small number of well-chosen cases over a big shallow inventory.
• Label evidence and inference separately when useful.
• Do not confuse “interesting action” with “relevant action”.
• Do not summarize surface phenomena without extracting implications.
• Keep conclusions sharp, short, and decision-oriented.

Good conclusion examples

Good:

• "We should borrow competitor A's timing logic, but not its channel mix; their budget intensity is not replicable for us."
• "Competitor B succeeded less because of creativity and more because it matched a high-frequency scenario with credible RTB."
• "Competitor C is useful as an avoidance case: the launch failed because concept, target user, and channel rhythm were misaligned."

Bad:

• "Competitor A did social media and got good results."
• "Competitor B's campaign was creative and worth learning from."
• "There are many things we can reference."

Final self-check

Before delivering, verify:

• Is the analysis tied to the user's actual business question?
• Are competitor roles clearly labeled?
• Did we move from facts to motives to effects?
• Did we identify a decisive variable?
• Does the output clearly say what we should borrow / avoid / do next?