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 turnaround strategies can rebuild competitive position by resetting the portfolio, operating priorities and sources of future growth.
Read articleFocus
Every strategic initiative should have a credible path from action to operational outcome and from that outcome to measurable economic value.
Corporate positioning becomes strategic when it is designed around stakeholders whose choices materially affect the company's ability to execute.
Strategic challenges
Technology, convergence and new business models increasingly allow competitors from adjacent sectors to enter established value pools.
Options that are attractive early in a decline can disappear as cash, customer confidence and organisational capacity deteriorate.
POV
A stronger narrative cannot compensate for decisions that consistently undermine the corporate position the organisation claims to hold.
Corporate strategy should ask whether the parent is the best owner, not simply whether the underlying business is attractive.
Strategic impact
Store size, assortment, service model and location type can change capital intensity, customer missions and network economics.
Moving from transactions to subscriptions or outcomes affects cash flow, risk, capabilities and customer relationships far beyond pricing.
What we observe
We frequently see strategy focused on outperforming incumbents while deeper changes are altering where future profit will be created.
We frequently see portfolios of initiatives presented as strategy without explicit choices about markets, advantage, economics or trade-offs.