Talk:Manchester United plc

Research report example

Take a look at this commended research report on Tesla, Inc. from the Stockhub platform: https://stockhub.co/research/Tesla,_Inc. While it has garnered positive feedback, remember that it's simply a reference - there's no obligation to adhere to its style or content.

Key source(s) of information

A prime source of insightful information about this company is the company itself. Specifically, the annual report provides comprehensive details about its financial status and business progress. You can access this valuable resource at the following link: Manchester United's Annual Report. Another key source is that of the company's competitors.

Market analysis in the sport industry

I wanted to discuss a section of the research report focused on the market analysis for Manchester United. While working on it, I encountered some challenges in identifying the Total Addressable Market (TAM), Serviceable Available Market (SAM), and Serviceable Obtainable Market (SOM) for a football club.

In our team's catch-up meeting this morning, it was suggested that I specifically cover the football market size in general. Therefore, I would greatly appreciate it if you could provide any insights or guidance on this matter.

Thank you in advance for your assistance.

Addressing the complexities that arise when defining the Total Addressable Market (TAM), Serviceable Available Market (SAM), and Serviceable Obtainable Market (SOM) for a renowned football club like Manchester United certainly presents a challenging task.

Here is a structured approach you may consider:

1. Clarifying the Company's Mission: Begin by gaining a comprehensive understanding of the company's mission. Public sources may not always provide a lucid view, hence, you may find it beneficial to directly communicate with the company. This not only enriches your investment research report but also offers valuable insights to its readers. Be prepared for a potentially delayed response; in the interim, feel free to formulate an educated inference based on the information at your disposal.
2. Contextualizing the Company's Perception: My preliminary perusal of Manchester United's website indicates that the club perceives itself more as a sports entity rather than a singularly football-focused organization. Accordingly, I suggest you consider the TAM as the global sports market, the SAM as the global football market, and the SOM as the UK football market.

Please remember, these are merely suggestions and you should base your ultimate decision on what aligns best with your understanding and analysis. The crux of this exercise is to ensure a transparent communication of your methodology and rationale, benefiting all stakeholders involved in the reading process.

95.149.161.164 13:33, 5 July 2023 (BST)

Risks

• Currently, Manchester United are undergoing a takeover process. The club is currently owned by the Glazer family. There are two direct competitors, Sir Jim Ratcliffe and Sheikh Jassim of Qatar, and the Raine Group are overlooking the takeover. Ratcliffe is looking for only a majority stake whereas Sheikh Jassim wants 100% ownership. There's some ambiguity of how the club will be run, whether that be state owned of not.
• Currently, there's some unrest from the fanbase over the current ownership of the club, in which protests have been held, which could have affect on merchandise and ticket revenue.
• Match-day revenue will depend on the team performance, if the team is performing well, the. number of spectators will increase.
• Broadcast revenue is performance dependent, for example when the qualifies for major European competitions it will increase.

Hi, I've only just joined the Manchester United team last evening. I'm unaware of any other team discussion channels, if there are any could you please let me know. In the meantime I had a look at some of the risks associated with the company, any comments/improvements would be greatly appreciated. This isn't a complete list but just some current ideas.

Veer

Hi Veer,

Thank you for jumping in! I think there's a WhatsApp group chat you might be added to, now that you've put yourself out there.

That being said, having our discussions here, just like you've started, helps us connect with a bigger, global community. Anything related to this report is best discussed here. So, you're on the right track!

Again, thanks for getting involved.

95.149.161.164 17:13, 5 July 2023 (BST)

Summary

Manchester United plc, together with its subsidiaries, owns and operates a professional sports team in the United Kingdom. The company operates Manchester United Football Club, a professional football club. It develops marketing and sponsorship relationships with international and regional companies to leverage its brand. The company also markets and sells sports apparel, training and leisure wear, and other clothing featuring the Manchester United brand; and sells other licensed products, such as coffee mugs and bed spreads featuring the Manchester United brand and trademarks, as well as distributes these products through Manchester United branded retail centers and e-commerce platforms, and through the company's partners' wholesale distribution channels. In addition, it distributes live football content directly, as well as through commercial partners; broadcasts television rights relating to the Premier League, Union of European Football Associations club competitions, and other competitions; and delivers Manchester United programming through MUTV television channel to territories worldwide. Further, the company offers a direct to consumer subscription mobile application; and operates Old Trafford, a sports venue with 74,239 seats, as well as invests in properties. Manchester United plc was founded in 1878 and is based in Manchester, the United Kingdom.