market share
Peter McKiernan
Marketing managers regard market share as
a critical factor in the determination of prof-
itability and competitive position, but this view
is not shared by all academics. The relationship
between market share and returns is one of the
most examined topics in economics and manage-
ment research. The principle is simple. It was
well known to nations and empires throughout
the ages i.e., that capturing a large market
share heralds a multitude of benefts due to the
increasing scale of operations but, should these
operations become too large, then deceasing
economies set in due to control, ineffciency, and
regulatory issues.
In corporate terms, the dominant thinking,
stemming from the feld of industrial economics,
was that a large market share meant lower costs
and greater profts (as a direct causal linkage)
with additional benefts in terms of increasing
reputation and bargaining power and resilience
in recession (see, e.g., Buzzell, Gale, and Sultan,
1975). However and typically, academics began
to disagree on the theoretical explanations of
the direct link between the two variables, with
some claiming that intervening variables such
as chance and prior proft levels explain the
identifed higher profts rather than market
share alone (see, e.g., Rumelt and Wensley, 1981;
Jacobson and Aaker, 1985). However, work by
Laverty (2001) suggests that the original direct
correlation between market share and returns,
which spawned a large collection of econometric
studies, is a spurious one and due to the vagaries
of the statistical assumptions used in the studies.
But, more recently, this result was contradicted
by Chu, Chen, and Wang (2008) who, claiming
to correct for the statistical errors of previous
studies, found that the original direct link holds
still in the securities sector. Alas, Yannopoulos
(2010), using Canadian data, found neither a
linear nor a nonlinear linkage. Whatever the
disagreements among academics, managers
share a faith and hope in the causal path between
the two.
American business history provides some
useful explanatory background. The industrial
revolution gave birth to many small frms that
grew over the years to become dominant single
businesses in a large US market. But, once the
US market growth stabilized in the 1960s and
competitors entered main markets, incumbent
frms fought to retain or increase market share
as market size leveled off. Dominant single busi-
nesses began to fragment into single business
units (e.g., GE in 1970), with interests across
a spread of sectors, introducing the notion of
“portfolios” of products and businesses (see
later). Bruce Henderson, founder of the Boston
Consulting Group (BCG), had many active
briefs at this time, for example, with Norton
in industrial tapes and General Instruments in
electronic components. He noticed that costs
fell rapidly in such organizations due to both
the effects of size (scale economies) and learning
(experience economies). The former effects were
well known due to the pioneering “engineering
studies” of Joel Bain in the 1950s at Harvard, but
the latter were novel. Those frms that accumu-
lated most experience saw all costs (i.e., capital,
administration, research, and marketing) fall
more sharply than those of lesser experience,
as learning was passed from one product to
another through technological displacement and
product evolution. As Henderson said:
If cost is a reciprocal function of total experience
then cost is also a function of market share. Those
products in which a competitor has a large markets
share should be expected to be those in which he
has a competitive advantage in cost. Those compa-
nies which are growing faster than the competition
should be increasing their competitive advantage
as a consequence.
Henderson (1988)
Henderson weaved this concept into the
well-known BCG share–growth matrix that is
used to assess a frm or brand’s success by its
position in the market relative to competitors.
An absolute market share of 20% would be huge
in many sectors but may be remote in others.
To be of more use, the BCG compares share in
relation to the largest player in the sector, and
this shows marketing managers how products
or brands stand up against the market leaders
across sectors.
Absolute versus relative is only part of the
market share measurement problem. The
primary issue is to decide in which “market” or
Wiley Encyclopedia of Management, edited by Professor Sir Cary L Cooper.
Copyright © 2014 John Wiley & Sons, Ltd.