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題名 量販業擴張策略與未來發展之個案研究
作者 蔡國瑞
貢獻者 林基煌
蔡國瑞
關鍵詞 量販業
購併
策略聯盟
日期 2005
上傳時間 12-Sep-2009 12:51:00 (UTC+8)
摘要 有關於探討量販業的論文相當的豐富,包括從物流成效、經營績效、獲利模式及進入大陸地區方式等不同主題的研究;而有關於量販業擴張方式之討論並不多見。在2005年9月30日家樂福宣佈以捷克及斯洛伐克兩地合計十五家量販店與特易購換取在台灣地區六家的量販店之前,在台灣的量販業界除大潤發之外,並無其他量販業公司以購併或策略聯盟之方式進行擴張,大部份公司係以單打獨鬥方式在這個產業耕耘,最多只有愛買與吉安後來進行合資經營,本文透過對大潤發單一個案之觀察,藉以探討購併與策略聯盟等形式的策略對本土量販業在擴張上的成功因素。\r\n\r\n根據對此個案觀察其購併策略之所以成功的因素,包括(一)低調避免購併案曝光;(二)具決定權之管理者參予購併的談判;(三)適當的購併合約設計機制;(四)無強大的工會組織;(五)購併主體之營運商圈並未重疊。而有關個案中策略聯盟所以成功的因素包括(一)相同的策略目標;(二)合作夥伴彼此的信賴;(三)分享共同的利益;(四)不相衝突的營業據點。\r\n\r\n整體台灣地區量販業自2000年起競爭開始趨於激烈,時至今日則可以稱之為白熱化,僅臨百公尺之內同時存在兩家量販店,不再是無法想像的事情,量販業者在此過度競爭的環境,無論是從經營型態的轉變或是試圖帶給消費者便利性,都是為了市場的保衛戰,而在後續的發展中,購併與策略聯盟仍是業界值得思考的方式。
\"摘要………………………………………………………..Ⅰ\r\n目錄…………………………………………………………Ⅲ\r\n表目錄……………………………………………………..Ⅴ\r\n圖目錄………………………………………………………Ⅵ\r\n第一章 緒論\r\n第一節 研究背景………………………………………1\r\n第二節 研究動機………………………………………7\r\n第三節 研究目的………………………………………9\r\n第二章 文獻探討\r\n第一節 市場進入相關文獻…………………………..12\r\n第二節 策略聯盟相關文獻…………………………..16\r\n第三節 購併相關文獻………………………………..23\r\n第四節 量販業相關文獻……………………………..30\r\n第三章 研究方法\r\n第一節 研究架構……………………………………..36\r\n第二節 研究方法……………………………………..38\r\n第三節 研究限制……………………………………..39\r\n\r\n第四章 個案分析\r\n第一節 交叉持股之策略聯盟……………………..…..41\r\n第二節 迅速立足市場之購併…………………..……..49\r\n第三節 聯合採構暨專業管理之策略聯盟…………....58\r\n第四節 量販業之現況與未來………………...……….61\r\n第五章 研究結論與建議\r\n第一節 研究結論………………………………………72\r\n第二節 研究建議………………………………………76\r\n參考文獻………………………………………………....…77
參考文獻 1. Aghion, Philippe & Patrick Bolton, “Contracts as a barrier to entry”. The American Economic Review; Jun 1987; 77, 3; ABI/INFORM Global pg.388
2. Anonymous, “Acquisition management”. Folio. Stamford: Apr 2005. Vol.34, Iss.4; pg.52, 3pgs
3. Arnold, Stephen J, “Lesson learned from the world’s best retailers”. International Journal of Retail & Distribution Management; 2002; 30, 11/12; ABI/INFORM Global pg.562
4. Arnold, Stephen J, John Fernie, “Wal-Mart in Europe: prospects for the UK”. International Marketing Review. Lonbdon: 2000. Vol.17, Iss.4/5; pg.416
5. Babu, Nahata & Olson, Dennis O, “On the definition of barriers to entry”. Southern Economic Journal; Jul 1989; 56, 1; ABI/INFORM Global pg.236
6. Camara de, Don; Punit Renjen, “The secrets of successful mergers: dispatches from the front lines”, The Journal of Business Strategy; 2004; 25,3; ABI/INFORM Global pg10
7. Colla, Enrico; Marc Dupuis, “Research and managerial issues on global retail competition: Carrefour/Wal-Mart”, International Journal of Retail & Distribution Management; 2002; 30, 2/3; ABI/INFORM Global pg.103
8. Corbett, Alistair & Catherine Lemire, “Smart deal-making”. Canadian Business. Toronto: Apr 25-May 8, 2005. Vol.78, Iss.9; pg.57, 4pgs
9. Davidson, Kenneth M, “Looking at the strategic impact of mergers”. Journal of Business Strategy (pre-1986); Summer 1981; 2,000001; ABI/INFORM Global pg.13
10. Elmuti, Dean & Michael Abebe & Marco Nicolosi, “An overview of strategic alliances between universities and corporations”, Journal of Workplace Learning; 2005; 17, 1/2; ABI/INFORM Global pg.115
11. Elmuti, Dean & Yunus Kathawala, “An overview of strategic alliances”, Management Decision. London: 2001. Vol.39, lss.3; pg.205
12. Erust & Young, Mergers & Acquisitions. John Wiley & Sons, Inc
13. Hoffmann, Werner H, Wulf Schaper-Rinke, “Acquire or ally?—A strategy framework for deciding between acquisition and cooperation”, Management International Review. Wiesbaden: Second Quarter 2001. Vol.41, Iss.2; pg.131, 29pgs
14. Jagersma, Pieter Klaas, “Cross-border alliances: advice from the executive suite”. The Journal of Business Strategy; 2005; 26, 1; ABI/INFORM Global pg.41
15. Karakaya, Fahri, “Barriers to entry in industrial markets”. Journal of Business & Industrial Marketing, VOL.17 NO.5 2002, pg.379-388
16. Karakaya, Fahri & Michael J. Stahl, “Barriers to entry and market entry decisions in consumer and industrial goods markets”. Journal of Marketing, April 1989; Vol.53, pg80-91
17. Leonard, William N, “Mergers industrial concentration, and antitrust policy”, Journal of Economic Issues Vol. X No2 June 1976
18. Mahajan, Vijay, Subhash Sharma, & Robert D. Buzzell, “Assessing the impact of competitive entry on market expansion and incumbent sales”. Journal of Marketing Vol. 57 July 1993, pg39-52
19. McCann, Josephe E., Library of Congress Cataloging-in-Publication Data, Prentice-Hall, Inc.1988
20. Pautler, Paul A, “Evidence on mergers and acquisitions”. The Antitrust Bulletin/Spring 2003; 48, 1; Academic research library pg.119
21. Thompson, Lance A, “Mastering alliance strategy”. Strategic Finance. Montvale: Jan 2004. Vol.85, Iss.7; pg.21
22. Vance, Sandra S & Roy V. Scott, Wal-Mart: A History of Sam Walton’s Retail Phenomenon. Copyright 1994 by Twayne Publishers
23. Vestring, Till, Ted Rouse and Sam Rovit, “Integrate where it matters”. MIT Sloan Management Review; FALL 2004, VOL.46 NO.1
24. Willard, Gary E. & Arun M. Savara, “Patterns of entry: pathways to new market”. California Management Review; Winter 1988; 30,2; ABI/INFORM Global pg.57
25.李宗儒,呂紫萍及陳艾蘋,”形成策略聯盟之動機及其在農業之應用”,2003-9-16
26.莊喬木,”購併對主併公司及其競爭者長短期績效之影響”,高雄第一科技大學財務管理所碩士論文,民92
27.司徒達賢, “中小企業之策略聯盟”,1996-11,http://www.moea.gov.tw/~ecobook/season/sa611.htm
28.吳青松, “策略聯盟之國際發展趨勢”,1996-11,http://www.moea.gov.tw/~ecobook/season/sa612.htm
29.葉斯偉, “家樂福的全球怖局:一個歐洲企業的個案分析”,淡江大學歐洲研究所碩士論文,民90
30.溫哲欽, “國內量販店物流體系之探討”,國立成功大學交通管理科學研究所碩士論文,民93
31.麥可•伯格道著,郝麗珍譯, 沃爾瑪—沃爾瑪經營的七大定律,梅霖文化事業有限公司,民93
32.陳姿伶, “個案研究法”, 台灣農業推廣學會研究法訓練班講義, 民92
描述 碩士
國立政治大學
經營管理碩士學程(EMBA)
91932711
94
資料來源 http://thesis.lib.nccu.edu.tw/record/#G0919327111
資料類型 thesis
dc.contributor.advisor 林基煌zh_TW
dc.contributor.author (Authors) 蔡國瑞zh_TW
dc.creator (作者) 蔡國瑞zh_TW
dc.date (日期) 2005en_US
dc.date.accessioned 12-Sep-2009 12:51:00 (UTC+8)-
dc.date.available 12-Sep-2009 12:51:00 (UTC+8)-
dc.date.issued (上傳時間) 12-Sep-2009 12:51:00 (UTC+8)-
dc.identifier (Other Identifiers) G0919327111en_US
dc.identifier.uri (URI) https://ah.lib.nccu.edu.tw/item?item_id=32029-
dc.description (描述) 碩士zh_TW
dc.description (描述) 國立政治大學zh_TW
dc.description (描述) 經營管理碩士學程(EMBA)zh_TW
dc.description (描述) 91932711zh_TW
dc.description (描述) 94zh_TW
dc.description.abstract (摘要) 有關於探討量販業的論文相當的豐富,包括從物流成效、經營績效、獲利模式及進入大陸地區方式等不同主題的研究;而有關於量販業擴張方式之討論並不多見。在2005年9月30日家樂福宣佈以捷克及斯洛伐克兩地合計十五家量販店與特易購換取在台灣地區六家的量販店之前,在台灣的量販業界除大潤發之外,並無其他量販業公司以購併或策略聯盟之方式進行擴張,大部份公司係以單打獨鬥方式在這個產業耕耘,最多只有愛買與吉安後來進行合資經營,本文透過對大潤發單一個案之觀察,藉以探討購併與策略聯盟等形式的策略對本土量販業在擴張上的成功因素。\r\n\r\n根據對此個案觀察其購併策略之所以成功的因素,包括(一)低調避免購併案曝光;(二)具決定權之管理者參予購併的談判;(三)適當的購併合約設計機制;(四)無強大的工會組織;(五)購併主體之營運商圈並未重疊。而有關個案中策略聯盟所以成功的因素包括(一)相同的策略目標;(二)合作夥伴彼此的信賴;(三)分享共同的利益;(四)不相衝突的營業據點。\r\n\r\n整體台灣地區量販業自2000年起競爭開始趨於激烈,時至今日則可以稱之為白熱化,僅臨百公尺之內同時存在兩家量販店,不再是無法想像的事情,量販業者在此過度競爭的環境,無論是從經營型態的轉變或是試圖帶給消費者便利性,都是為了市場的保衛戰,而在後續的發展中,購併與策略聯盟仍是業界值得思考的方式。zh_TW
dc.description.abstract (摘要) \"摘要………………………………………………………..Ⅰ\r\n目錄…………………………………………………………Ⅲ\r\n表目錄……………………………………………………..Ⅴ\r\n圖目錄………………………………………………………Ⅵ\r\n第一章 緒論\r\n第一節 研究背景………………………………………1\r\n第二節 研究動機………………………………………7\r\n第三節 研究目的………………………………………9\r\n第二章 文獻探討\r\n第一節 市場進入相關文獻…………………………..12\r\n第二節 策略聯盟相關文獻…………………………..16\r\n第三節 購併相關文獻………………………………..23\r\n第四節 量販業相關文獻……………………………..30\r\n第三章 研究方法\r\n第一節 研究架構……………………………………..36\r\n第二節 研究方法……………………………………..38\r\n第三節 研究限制……………………………………..39\r\n\r\n第四章 個案分析\r\n第一節 交叉持股之策略聯盟……………………..…..41\r\n第二節 迅速立足市場之購併…………………..……..49\r\n第三節 聯合採構暨專業管理之策略聯盟…………....58\r\n第四節 量販業之現況與未來………………...……….61\r\n第五章 研究結論與建議\r\n第一節 研究結論………………………………………72\r\n第二節 研究建議………………………………………76\r\n參考文獻………………………………………………....…77-
dc.description.tableofcontents 摘要………………………………………………………..Ⅰ\r\n目錄…………………………………………………………Ⅲ\r\n表目錄……………………………………………………..Ⅴ\r\n圖目錄………………………………………………………Ⅵ\r\n第一章 緒論\r\n第一節 研究背景………………………………………1\r\n第二節 研究動機………………………………………7\r\n第三節 研究目的………………………………………9\r\n第二章 文獻探討\r\n第一節 市場進入相關文獻…………………………..12\r\n第二節 策略聯盟相關文獻…………………………..16\r\n第三節 購併相關文獻………………………………..23\r\n第四節 量販業相關文獻……………………………..30\r\n第三章 研究方法\r\n第一節 研究架構……………………………………..36\r\n第二節 研究方法……………………………………..38\r\n第三節 研究限制……………………………………..39\r\n\r\n第四章 個案分析\r\n第一節 交叉持股之策略聯盟……………………..…..41\r\n第二節 迅速立足市場之購併…………………..……..49\r\n第三節 聯合採構暨專業管理之策略聯盟…………....58\r\n第四節 量販業之現況與未來………………...……….61\r\n第五章 研究結論與建議\r\n第一節 研究結論………………………………………72\r\n第二節 研究建議………………………………………76\r\n參考文獻………………………………………………....…77zh_TW
dc.language.iso en_US-
dc.source.uri (資料來源) http://thesis.lib.nccu.edu.tw/record/#G0919327111en_US
dc.subject (關鍵詞) 量販業zh_TW
dc.subject (關鍵詞) 購併zh_TW
dc.subject (關鍵詞) 策略聯盟zh_TW
dc.title (題名) 量販業擴張策略與未來發展之個案研究zh_TW
dc.type (資料類型) thesisen
dc.relation.reference (參考文獻) 1. Aghion, Philippe & Patrick Bolton, “Contracts as a barrier to entry”. The American Economic Review; Jun 1987; 77, 3; ABI/INFORM Global pg.388zh_TW
dc.relation.reference (參考文獻) 2. Anonymous, “Acquisition management”. Folio. Stamford: Apr 2005. Vol.34, Iss.4; pg.52, 3pgszh_TW
dc.relation.reference (參考文獻) 3. Arnold, Stephen J, “Lesson learned from the world’s best retailers”. International Journal of Retail & Distribution Management; 2002; 30, 11/12; ABI/INFORM Global pg.562zh_TW
dc.relation.reference (參考文獻) 4. Arnold, Stephen J, John Fernie, “Wal-Mart in Europe: prospects for the UK”. International Marketing Review. Lonbdon: 2000. Vol.17, Iss.4/5; pg.416zh_TW
dc.relation.reference (參考文獻) 5. Babu, Nahata & Olson, Dennis O, “On the definition of barriers to entry”. Southern Economic Journal; Jul 1989; 56, 1; ABI/INFORM Global pg.236zh_TW
dc.relation.reference (參考文獻) 6. Camara de, Don; Punit Renjen, “The secrets of successful mergers: dispatches from the front lines”, The Journal of Business Strategy; 2004; 25,3; ABI/INFORM Global pg10zh_TW
dc.relation.reference (參考文獻) 7. Colla, Enrico; Marc Dupuis, “Research and managerial issues on global retail competition: Carrefour/Wal-Mart”, International Journal of Retail & Distribution Management; 2002; 30, 2/3; ABI/INFORM Global pg.103zh_TW
dc.relation.reference (參考文獻) 8. Corbett, Alistair & Catherine Lemire, “Smart deal-making”. Canadian Business. Toronto: Apr 25-May 8, 2005. Vol.78, Iss.9; pg.57, 4pgszh_TW
dc.relation.reference (參考文獻) 9. Davidson, Kenneth M, “Looking at the strategic impact of mergers”. Journal of Business Strategy (pre-1986); Summer 1981; 2,000001; ABI/INFORM Global pg.13zh_TW
dc.relation.reference (參考文獻) 10. Elmuti, Dean & Michael Abebe & Marco Nicolosi, “An overview of strategic alliances between universities and corporations”, Journal of Workplace Learning; 2005; 17, 1/2; ABI/INFORM Global pg.115zh_TW
dc.relation.reference (參考文獻) 11. Elmuti, Dean & Yunus Kathawala, “An overview of strategic alliances”, Management Decision. London: 2001. Vol.39, lss.3; pg.205zh_TW
dc.relation.reference (參考文獻) 12. Erust & Young, Mergers & Acquisitions. John Wiley & Sons, Inczh_TW
dc.relation.reference (參考文獻) 13. Hoffmann, Werner H, Wulf Schaper-Rinke, “Acquire or ally?—A strategy framework for deciding between acquisition and cooperation”, Management International Review. Wiesbaden: Second Quarter 2001. Vol.41, Iss.2; pg.131, 29pgszh_TW
dc.relation.reference (參考文獻) 14. Jagersma, Pieter Klaas, “Cross-border alliances: advice from the executive suite”. The Journal of Business Strategy; 2005; 26, 1; ABI/INFORM Global pg.41zh_TW
dc.relation.reference (參考文獻) 15. Karakaya, Fahri, “Barriers to entry in industrial markets”. Journal of Business & Industrial Marketing, VOL.17 NO.5 2002, pg.379-388zh_TW
dc.relation.reference (參考文獻) 16. Karakaya, Fahri & Michael J. Stahl, “Barriers to entry and market entry decisions in consumer and industrial goods markets”. Journal of Marketing, April 1989; Vol.53, pg80-91zh_TW
dc.relation.reference (參考文獻) 17. Leonard, William N, “Mergers industrial concentration, and antitrust policy”, Journal of Economic Issues Vol. X No2 June 1976zh_TW
dc.relation.reference (參考文獻) 18. Mahajan, Vijay, Subhash Sharma, & Robert D. Buzzell, “Assessing the impact of competitive entry on market expansion and incumbent sales”. Journal of Marketing Vol. 57 July 1993, pg39-52zh_TW
dc.relation.reference (參考文獻) 19. McCann, Josephe E., Library of Congress Cataloging-in-Publication Data, Prentice-Hall, Inc.1988zh_TW
dc.relation.reference (參考文獻) 20. Pautler, Paul A, “Evidence on mergers and acquisitions”. The Antitrust Bulletin/Spring 2003; 48, 1; Academic research library pg.119zh_TW
dc.relation.reference (參考文獻) 21. Thompson, Lance A, “Mastering alliance strategy”. Strategic Finance. Montvale: Jan 2004. Vol.85, Iss.7; pg.21zh_TW
dc.relation.reference (參考文獻) 22. Vance, Sandra S & Roy V. Scott, Wal-Mart: A History of Sam Walton’s Retail Phenomenon. Copyright 1994 by Twayne Publisherszh_TW
dc.relation.reference (參考文獻) 23. Vestring, Till, Ted Rouse and Sam Rovit, “Integrate where it matters”. MIT Sloan Management Review; FALL 2004, VOL.46 NO.1zh_TW
dc.relation.reference (參考文獻) 24. Willard, Gary E. & Arun M. Savara, “Patterns of entry: pathways to new market”. California Management Review; Winter 1988; 30,2; ABI/INFORM Global pg.57zh_TW
dc.relation.reference (參考文獻) 25.李宗儒,呂紫萍及陳艾蘋,”形成策略聯盟之動機及其在農業之應用”,2003-9-16zh_TW
dc.relation.reference (參考文獻) 26.莊喬木,”購併對主併公司及其競爭者長短期績效之影響”,高雄第一科技大學財務管理所碩士論文,民92zh_TW
dc.relation.reference (參考文獻) 27.司徒達賢, “中小企業之策略聯盟”,1996-11,http://www.moea.gov.tw/~ecobook/season/sa611.htmzh_TW
dc.relation.reference (參考文獻) 28.吳青松, “策略聯盟之國際發展趨勢”,1996-11,http://www.moea.gov.tw/~ecobook/season/sa612.htmzh_TW
dc.relation.reference (參考文獻) 29.葉斯偉, “家樂福的全球怖局:一個歐洲企業的個案分析”,淡江大學歐洲研究所碩士論文,民90zh_TW
dc.relation.reference (參考文獻) 30.溫哲欽, “國內量販店物流體系之探討”,國立成功大學交通管理科學研究所碩士論文,民93zh_TW
dc.relation.reference (參考文獻) 31.麥可•伯格道著,郝麗珍譯, 沃爾瑪—沃爾瑪經營的七大定律,梅霖文化事業有限公司,民93zh_TW
dc.relation.reference (參考文獻) 32.陳姿伶, “個案研究法”, 台灣農業推廣學會研究法訓練班講義, 民92zh_TW