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
A positioning strategy becomes meaningful only when the answer changes customer preference under realistic competitive conditions.
Product resources are scarce, making the value and strategic importance of the problem more consequential than the length of the feature backlog.
Strategic challenges
Technology, convergence and new business models increasingly allow competitors from adjacent sectors to enter established value pools.
Competitors frequently converge on similar promises because communication evolves faster than the underlying business model or capabilities.
POV
A smaller, more productive network can create greater strategic value than ubiquitous availability built on weak economics and limited control.
Building what customers ask for can improve a product while gradually destroying the differentiation that gave them a reason to choose it.
Strategic impact
Direct, wholesale, retail and digital routes create stronger systems when their roles are explicit rather than competing for the same demand.
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 new businesses constrained by processes, economics and incentives designed for an established operation rather than a venture.
We frequently see location counts rise while sales density, franchisee returns or new-unit payback gradually deteriorate.