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.
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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
Additional coverage creates value only while the incremental demand and strategic access justify the economics and complexity required to serve it.
A large segment can still be strategically unattractive when acquisition cost, price sensitivity or weak retention undermine its economics.
Strategic challenges
Competitors frequently converge on similar promises because communication evolves faster than the underlying business model or capabilities.
The harder problem is concentrating enough talent and capital behind a limited number of opportunities to generate meaningful evidence.
POV
Consumer strategy becomes stronger when the business is explicit about which needs it will serve exceptionally well and which it will not.
A stronger narrative cannot compensate for decisions that consistently undermine the corporate position the organisation claims to hold.
Strategic impact
Store size, assortment, service model and location type can change capital intensity, customer missions and network economics.
Choosing which customers, attributes or economics not to optimise can create a more coherent and defensible basis for advantage.
What we observe
We frequently see R&D continue through organisational momentum even after the assumptions that originally justified it have weakened.
We frequently see location counts rise while sales density, franchisee returns or new-unit payback gradually deteriorate.