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 turnaround strategies can rebuild competitive position by resetting the portfolio, operating priorities and sources of future growth.
Read articleFocus
A strategy becomes meaningful when priorities impose consequences on where capital, leadership attention and capabilities will not be allocated.
Ownership should have a strategic rationale beyond history, reported revenue or the cost and inconvenience of changing the portfolio.
Strategic challenges
Customer enthusiasm can coexist with weak pricing, expensive acquisition or an operating model that becomes uneconomic at scale.
A message that reassures investors may create concern among employees, regulators or communities if underlying interests are not understood.
POV
A venture that loses value with every additional customer has a business-model problem, not a growth problem.
Cost discipline can create time, but sustainable recovery requires a business that customers still value and that can compete economically.
Strategic impact
A company that solved product-market fit may immediately encounter distribution, economics, leadership or operational constraints.
Stakeholders infer corporate priorities from investment, incentives and behaviour long before they accept the language used to describe them.
What we observe
We frequently see visible expenses cut rapidly while structural complexity and economically weak products or customers remain untouched.
We frequently see R&D continue through organisational momentum even after the assumptions that originally justified it have weakened.