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
Every strategic initiative should have a credible path from action to operational outcome and from that outcome to measurable economic value.
A strategy becomes meaningful when priorities impose consequences on where capital, leadership attention and capabilities will not be allocated.
Strategic challenges
As distribution expands, intermediary margins, inventory requirements and service costs can become as important as underlying product demand.
The same person can make very different choices depending on need, context, urgency, channel and willingness to pay.
POV
A venture that loses value with every additional customer has a business-model problem, not a growth problem.
Corporate strategy should ask whether the parent is the best owner, not simply whether the underlying business is attractive.
Strategic impact
A growth product, retention product and harvesting product should not receive resources according to the same assumptions or success criteria.
A strategy that leaves investment, talent and management attention essentially unchanged may be describing ambition rather than directing action.
What we observe
We frequently see visible expenses cut rapidly while structural complexity and economically weak products or customers remain untouched.
We frequently see long stakeholder lists without clear prioritisation of which relationships can materially affect strategic outcomes.