Strategy in a world of overlapping disruptions
How leaders can make sharper choices on where to compete, where to invest and what to stop when multiple structural shifts hit at once.
Read articleRelated macro
Articles
How leaders can make sharper choices on where to compete, where to invest and what to stop when multiple structural shifts hit at once.
Read articleHow companies can identify new value pools and build business models that combine differentiated customer value with scalable economics.
Read articleFocus
Creating significant customer value does not guarantee attractive economics when suppliers, channels or customers capture a disproportionate share.
Corporate positioning becomes strategic when it is designed around stakeholders whose choices materially affect the company's ability to execute.
Strategic challenges
Broad priorities become ambiguous initiatives when organisations do not define what must materially change for the strategy to work.
Hiring, infrastructure and market expansion can institutionalise assumptions that were never properly tested at smaller scale.
POV
Corporate strategy should ask whether the parent is the best owner, not simply whether the underlying business is attractive.
Building what customers ask for can improve a product while gradually destroying the differentiation that gave them a reason to choose it.
Strategic impact
Milestones matter, but completed activity has limited meaning when the expected operational or economic outcome has not followed.
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 long stakeholder lists without clear prioritisation of which relationships can materially affect strategic outcomes.
We frequently see businesses emphasise differences customers can recognise but have little reason to value or pay for.