merchandising. Barracuda has leveraged this merchandising strategy across its
businesses and, coupled with the explosive growth of the DIY channel, is spectacularly
profitable with a net profit after tax (NPAT) of 18 percent. The firm’s management is
looking to broaden its revenue base and has identified the home furnishings business as
sharing many characteristics with faucets, prior to Barracuda’s entry into faucets. It
plans to enter this industry through large-scale acquisitions. The landscape of the U.S.
home furnishings manufacturing industry consists of many players, none with
controlling share, and serious issues of overcapacity. There are presently 2500 home
furnishings firms, and only 600 of those have over 15 employees. Average NPAT is
between 4 and 5 percent, which also reflects the fact that few firms have good
managers. While the industry is still primarily composed of single-business family-run
firms, which manufacture furniture domestically, imports are increasing at a fairly rapid
rate. Some of the European imports are leaders in contemporary design. Relatively large
established firms are also diversifying into the home furnishings industry via
acquisition. Supplier firms to the home furnishings industry are in relatively
concentrated industries (like lumber, steel, and textiles), and therefore typically offer
fewer accommodations to the small furniture manufacturers. Retailers, the intermediate
customer of the home furnishings industry, are becoming increasingly concentrated and
the few large, successful furniture companies actually have their own stores or have
dedicated showrooms in the larger department stores. Customers have many products to
choose from, at many different price points, and few home furnishing products beyond
those of the larger companies have established brands. Also, customers can switch
easily among high and low-priced furniture and other discretionary expenditures
(spanning plasma TVs to the choice of postponing any furniture purchase
entirely).Given Barracuda’s history, what threats does Barracuda face in entering the
furniture industry through acquisition?