1. World’s Most Admired Companies Rank 2008 2018 1 Apple Apple 2 GE Amazon 3 Toyota Alphabet 4 Berkshire Hathaway Berkshire Hathaway 5 Procter and Gamble Starbucks 6 Fedex Walt Disney 7 J and J Microsoft 8 Target Southwest Airlines 9 BMW Fedex 10 Microsoft JP Morgan Chase
2. Top Ten Tennis Rankings Rank 2008 2018 1 Nadal Djokovic 2 Federer Nadal 3 Djokovic Federer 4 Murray Zverev 5. Davydenko Del Potro 6 Tsonga K Anderson 7 Simon Celic 8 Roddcik Thiem 9 Del Potro Nishikori 10 James Blake Isner
3. Is GE a case study of death due to Strategy, Disruption, Competition, Capital Allocation, Execution and Culture?
4. Where did strategy team and consultants go wrong?
5. A whole industry went wrong
6. Competition is more local than global-India example Category in India Category leader Value share 15 years ago Category leader share today Soaps 63 % 39% Shampoos 62% 45% Tea 54% 19% Mobile Phones 40% 20% plus Airlines 40% 20% plus Deodorants 70% 20% plus So, in early 2000s, category leaders had 60 share, now they have 40 share and in five years they will have mid 20s share !
7. Harsh and Stark Reality of today 1. Profitable Growth is hard to come by 2. Capital, Technology easily available off the shelf 3. Talent is attracted by challenge 4. Investors, stakeholders, boards want fast action and faster results 5. Society is placing its rightful demands
8. Strategy- lot of jargon, not enough substance? Category Sample descriptors General Purpose, Vision, Mission, Generic Strategy, Specific strategy Famous people Napoleon strategy, Iacocca strategy, Bill gates strategy Descriptive Offensive strategy, Defensive Strategy, All Out strategy Color Blue ocean, Red ocean, Green, Code Red Strategy, Numbers 20,000 feet strategy, 365 day strategy, 90,180,360 strategy Aerospace Glidepath strategy, lift off strategy, strategy thrust And above all…. “Your strategy needs a strategy”
9. Strategy in a past, predictable world was all about planning, it was centralized, precise and directive. In this era, the past became a powerful linear extrapolation tool.
10. In the past, products changed, Markets, Go to market, and business models didn’t change. With technology everything changes
11. Today’s world is anything but stable. The pace of change is more than what one human being can absorb. We cannot extrapolate
12. Strategy From • Planning in a stable world • Long Periods of stability • Strengthen our Core? To • What’s Emerging? • What are the unknowns? • What could kill this industry? • What could kill us? • What’s the new Core?
13. When is it time to change? What to change? How to change?
14. In Summary… 3 points
15. 1. All disruptors are innovators , not all innovators are disruptors
16. 2. Throw simplicity at a complex world
17. 3. EGO system to Eco system
https://www.slideshare.net/ShivShivakumar1/presentation-on-strategy-disruption-competition