Designing the next business model before the current one plateaus
How companies can identify new value pools and build business models that combine differentiated customer value with scalable economics.
Read articleRelated macro
Articles
How companies can identify new value pools and build business models that combine differentiated customer value with scalable economics.
Read articleHow leaders can make sharper choices on where to compete, where to invest and what to stop when multiple structural shifts hit at once.
Read articleFocus
A strategy becomes meaningful when priorities impose consequences on where capital, leadership attention and capabilities will not be allocated.
A strategically attractive move can become economically destructive when the likely reactions of rivals are excluded from the decision.
Strategic challenges
A capability creates competitive advantage only when its value, scarcity and economics remain superior to the alternatives rivals can deploy.
The consumer proposition must remain attractive while the economics and operating model also work for the franchisee.
POV
Perfect delivery creates little value when the initiative solves the wrong problem or the assumptions connecting it to strategy are false.
The real test of enterprise strategy is whether business units make different decisions because the common strategic direction exists.
Strategic impact
Demanding conventional certainty too early can eliminate important options before the technical and commercial questions are answerable.
A shift in regulation, technology or bargaining power can move economic value between participants without changing total industry demand.
What we observe
We frequently see location counts rise while sales density, franchisee returns or new-unit payback gradually deteriorate.
We frequently see strategy focused on outperforming incumbents while deeper changes are altering where future profit will be created.