with efficient operations and good management teams. It then grows these businesses
through a combination of internal cash flow and debt, and directs new sales to the
professional and DIY channels. Barracuda has been particularly successful in the faucet
segment, which it practically reinvented though such technological innovations as the
washerless faucet, and marketing innovations like branding and good-better-best
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 the history of Barracuda, what guidelines would you suggest to management
regarding their acquisition strategy in the home furnishings industry?