CDD · Consulting
Market Assessment for one of the Big 4 Firms
Delivered end-to-end market intelligence to size a $14B+ opportunity and enable strategic positioning in the Class 2–3 commercial vans market.
How comprehensive market intelligence identified $14B+ TAM and enabled strategic positioning for a Class 2-3 commercial vans player
$14.1B
Total Market Sized
2025 TAM (USA) projected to $18B by 2030 at 5% CAGR
6+ Markets
Segment Coverage
OEM, Dealers, Upfitting, EVs, Cargo, Passenger analyzed with growth trajectories
8+ Players
Competitive Intelligence
Ford Pro, Sprinter, Ram, GM, Rivian benchmarked across 10 dimensions
The challenge
Market fragmentation: Limited visibility across OEM, dealer, upfitting, EV, cargo, and passenger segments.
Strategic uncertainty: Needed clear where-to-play decisions across use cases, fleet sizes, and regions.
EV disruption: Market transitioning with electrification reaching 10.8% share, requiring new positioning.
Competitive blind spots: Incomplete view of Ford Pro, Sprinter, Ram, and emerging players' strategies.
Our solution
Market sizing: Dual-method approach (bottom-up + population-penetration) across 6+ segments.
Competitive benchmarking: 8+ players analyzed across product, pricing, tech, ecosystem, and services.
Growth mapping: Identified 5-10% CAGR drivers (e-commerce, last-mile, electrification, trades).
Segmentation analysis: By use case, propulsion, fleet size, region, GVWR, and configuration.
