Index
Page numbers refer to the print edition but are hyperlinked to the appropriate location in the e-book.
Page references indicated by italicized page references indicate figures and tables. Page references followed by n indicate notes.
acrylate copolymer microspheres (ACM), 208
ACSI. See American Customer Satisfaction Index
action video cameras, 163–64, 206–7, 219, 236, 315nn15–16
advertising: Delta, 261–62; Domino’s, 224–25; Miller Lite, 190–91, 191–92
Airbnb, 209, 236, 252–53, 263
Airbus, 274
airline industry: American Airlines, 166–68, 167, 260, 324n9; Blue Ocean strategies and, 257–62, 259, 325n30; category norms, 201; Delta Airlines, 133–34, 167, 260–62, 324n9; dogfight, 40–42, 42, 50–51, 52; external alignment and, 109; hidden fees of, 311n15; legacy carriers, 44, 238–39, 259, 324n9; regional jet sector, 274; Spirit Airlines, 51, 52, 110, 167, 201, 320n23; Twitter activity of, 167. See also JetBlue; Southwest Airlines
Alibaba, 63, 66
alignment: dynamic, 114–16; external, 109–10, 111, 112–13; internal, 110–14, 111–12. See also business alignment
Allen, James, viii, 22
Amazon, 13, 93, 98, 144, 326n48; Bezos leading, 63–64, 66–67, 284–85, 287–88, 305n11, 328n9; corporate mission of, 284–86; customer satisfaction with, 291; MSV and, 63–67, 65; North Star of, 66–67; personalized services of, 158; pricing, 325n20; product complexity of, 180; purpose and, 63–67, 65; stock buybacks by, 306n27; stubbornness vs. flexibility at, 287–88
amenities, surprise and delight, 239, 239, 241, 244
American Airlines, 166–68, 167, 260, 324n9
American Customer Satisfaction Index (ACSI), 65, 101, 135–36, 136, 290, 307n43
American Express, 23
amusement parks, 192–94, 193
analysis paralysis, 278
anchoring, 117
Andreessen, Marc, 48
Anheuser-Busch, 106, 107, 109, 311n12
Anthony, Scott, 299n25
anthropological research. See behavioral observation
anthropology, 219
Apple: augmentation trends defied by, 199; Cook leading, 7–8, 284; corporate mission of, 284; customer satisfaction with, 291; electric car, 91; enterprise IT solutions by, 90–91; gaming and, 89; home entertainment and, 89; IBM’s partnership with, 90–91; internal alignment of, 111–12; iTunes, 90, 98, 99, 250, 263, 325n20; Jobs leading, 7–8, 26–27, 89, 126–27, 210, 249–50, 313n9; Law of Competition and, 87, 91–95, 92, 95; Law of Competitive Advantage and, 98, 98; Law of Large Numbers and, 87–91, 89, 99; as leader, 128; long-term profitable growth by, 82, 86–95, 92, 95, 98, 98–99, 286, 326n48; mobile wellness and health-care solutions by, 90; Pay, 90, 94–95; product life cycles of, 98, 98, 195–96; retail services, 90; shrink-to-grow strategy of, 126–27; smartphones, 12, 147–48, 195–96, 319n17, 326n48; strong brand of, 142–43, 144, 147–48; Watch, 88, 94, 95, 202, 309n26
arms race, feature–function, 11, 96, 144, 197, 271, 274
Asus, 269
AT&T, 85
Audi: background of, 121–22; as follower, 128; losing hand of, 122–25; Quattro models, 121–23, 127; situational assessment, 122–23; 60 Minutes report on, 120–22, 312n3; strategic turnaround of, 120–32
augmentation, 196–200, 198
Australian Trade Commission, 33
automotive industry, 69, 86, 91; BMW, 112–14, 121–22, 142, 274; Ford, 155–57, 220; Honda, 227–34, 230–32; Jeep, 177; luxury, 274; Mercedes-Benz, 121–22, 274; Subaru, 312n5; Tesla, 274; Toyota, 25, 234, 277; USAA and, 163; Volkswagen, 283–84. See also Audi; General Motors
Axe body sprays, 143, 145
“bad” industries, 1, 41, 45–47, 52
Ball Corporation, 88–89, 89
Barefoot Cellars, 49, 50, 303n25
BCG. See Boston Consulting Group
Beck’s, 189, 190
bed wars, 270
beer industry: Coors, 105–7, 107, 109, 128, 175, 311n12; Guinness, 175–76, 194, 194; MDS analysis of, 194, 194; PBR, 150–51; perceptual mapping of, 188–92, 189, 191–92, 194, 194, 319n9. See also Miller Brewing Company
behavioral insight, 210
behavioral observation, 214–15, 218–20, 321n21
Berra, Yogi, 219
best practices. See management best practices
Beyond the Core (Zook and Allen), 22
Bezos, Jeff: Amazon led by, 63–64, 66–67, 284–85, 287–88, 305n11, 328n9; best practices of, 284–85, 287–88
BFGoodrich (BFG), 82–83, 83, 277
BHAGs. See Big Hairy Audacious Goals
biases, cognitive, 117
Bic, 174, 176
big bang disruptive technology, 26, 249, 272, 273; characteristics of, 13; product life cycle shortened by, 310n36; value proposition of, 13–14
“big data” analytics, 6
Big Hairy Audacious Goals (BHAGs), 6, 9
Blackberry, 128, 129, 281
Blakely, Sara, 209–10
Blue Ocean strategies: airline industry and, 257–62, 259, 325n30; breakout positioning and, 279–80; characteristics, 253; of Cirque du Soleil, 254–55, 255; of Curves, 256, 256–57, 258–59, 263, 263, 325n29; disruptive technology and, 279–80; focus in, 260; four-actions framework and, 254–55, 255, 259; introduction to, 17–18, 252–53; meaningful differentiation in, 257, 260–62; Red Ocean and, 17–18, 253, 253–55, 260, 262, 263; Six-Paths framework, 262–65, 263; Southwest Airlines and, 259, 260–61
Blue Ocean Strategy (Kim and Mauborgne), 17, 252
BMW, 112–14, 121–22, 142, 274
Boeing, 274
Bombardier, 274
Booz Allen Hamilton, 21, 301n47
Bossidy, Larry, 25, 27
Boston Consulting Group (BCG), 2–4, 3, 59
Bouffard, Chris, 301n46
brand: affinity, 139–42, 140; attributes, desired and delivered, 155, 156; category fit, 176–77; equity, 144, 154, 168, 182, 290–92, 291, 295; identity, 24–25, 229; leverage, 176–77; meaning of, 140–52, 144–45, 148, 152–53; personality, 37, 40; strategy, 139, 152–54, 154. See also strong brands
brand builders: community-based marketing, 159–64, 161–62; customers and, 155–68, 156, 161–62, 167; personalization, 155–59
brand killers: broken promises, 168–74, 169, 171; dissonant product-line extensions, 174–77; excessive product complexity, 177–82
brand promise: broken, 168–74, 169, 171; GM’s, 168–72, 169, 171, 316n22; Harley-Davidson’s, 161, 162; JCPenney’s, 173–74; meaningful differentiation and, 147; of strong brands, 140–43, 144–45, 290
Branson, Richard, 41
breakaway positioning: as breakout positioning strategy, 244–52, 245, 247, 251; examples, 250–52, 251; Procter & Gamble and, 250–52, 251; by Swatch, 244–50, 245, 247
breakout positioning: Blue Ocean strategies and, 279–80; breakaway, 244–52, 245, 247, 251; disruptive technology and, 279–80, 323n2; in dogfight, 252; meaningful differentiation and, 204, 204–5; reverse positioning, 237–39, 237–44, 242–44, 252; stealth positioning, 323n5; strategy of, 204, 204–5, 236–52, 237–39, 243–45, 247, 251, 265
breakthrough ideas: consumer feedback on, 211–17, 212, 215; market research and, 210–17, 212, 215, 218, 221, 223; measuring cup, 210–15, 212, 215, 219, 321nn14–16; origin of, 206–11; pain points fixed by, 206, 212–14
Britches, 185, 187, 187
broken brand promise, 168–74, 169, 171
budget hotels, 239–41
budgeting process, 115, 300n40
Budweiser, 189, 190
Buffett, Warren, 3–4, 47, 287–88
Buick, 169, 169–70, 171
Built to Last (Collins), 5
bull’s-eye, of long-term profitable growth: business outcomes, 292–96, 295; hitting, 281–82, 282, 292–96, 295; strategic imperatives and, 282, 282. See also management best practices
burden of proof, 278, 278–79
bureaucratic constraints, on business strategy, 118
Burger King, 175, 177,
Burke, James, 68
Busch Gardens, 193, 193
business alignment: executive management in, 20–25, 23; finance in, 19–20; human resources in, 20; modern business strategy thinking and, 19–27, 23, 28; sales in, 19; of Southwest Airlines, 43, 51; as strategic imperative, x, 27, 28, 38, 39, 97, 153, 154, 282, 289, 293; of Yellow Tail Wine, 38–40, 39
business-oriented hotels, 239–41, 324n12
business outcomes, bull’s-eye and, 292–96, 295
business performance measures, in perceptual mapping, 319n14
business progress, 85
business purpose: Amazon and, 63–67, 65; corporate mission guides strategy formulation for, 74, 74–75; customers in, 63–75; definition of, 74; Drucker on, 63, 73–74; MSV as, 53–62. See also North Star
business strategy: all-in support for, 128, 132–33; Audi’s, 120–32; brand strategy, 139, 152–54, 154; breakout positioning framework, 204, 204–5, 236–52, 237–39, 243–45, 247, 251, 265; bureaucratic constraints on, 118; CEO owning, 127, 130–31; checklist, 279–80; clarity of, 100–103, 105–7, 107, 119; cognitive biases in, 117; components of, 311n11; as context sensitive, ix, 6, 8–9, 127–30, 128; Coors Brewing Company’s, 105–7, 107; corporate culture influencing, 117–18; corporate mission guides strategy formulation in, 74, 74–75; courage in leading, 128, 131–32; customer-driven, 24–26; disruptive technology framework, 266–80, 267, 272, 278; dynamic, ix, 114–16; effective formulation of, 108, 108–18, 111–12; external alignment in, 109–10, 111, 112–13; fixing, 134–38, 136–37; flaws, 119; ineffective governance and, 118; inertia in, 115–18; inside-out, 24, 26; internal alignment, 110–14, 111–12; management hierarchy and, 103–4, 104; many-to-many, 156–57; objectives, 111; one-to-many, 156; outside-in, 24–26, 135; personal choices in, 135–38, 137; product-strategy tips, 195–200, 196, 198; rigidity of, 9; short-term risk aversion and, 116–17; shrink-to-grow, 126–27; strong brands and, 139, 152–54, 154; value in, 108, 108–12, 111. See also Blue Ocean strategies; modern business strategy thinking; strategic imperatives, for long-term profitable growth
buybacks. See stock buybacks
buyer group, in Six-Paths framework, 263, 263–64
cable television services, 135, 136, 307n43
Cadillac, 169, 169, 171–72, 176
CAGR. See compound annual growth rate
“Can You Say What Your Strategy Is?” (Collis and Rukstad), 105
capabilities-driven strategy, 21–24, 23, 26–27
capital allocation, 57–61, 58–60, 312n27
Carramar Estate, 34, 34–35
Casella, Filippo, 33
Casella, John, 33–38
Casella Family Brands (CFB): Carramar Estate, 34, 34–35; category image and, 204; as cat in dogfight, 29; DFWS and, 33–35, 39, 49–50; facilities, 30; long-term profitable growth of, 28–29, 38–40, 39, 49–50; Six-Paths framework and, 263; U.S. market entry of, 33–35, 34. See also Yellow Tail Wine
“cash cow” quadrant, of growth–share matrix, 2, 3
Casual Corner, 185, 187, 187
cat, in dogfight, x, 18, 29, 43, 49, 183, 199, 204
category fit, 176–77
category image: industry rules, 202–4, 203; in Six-Paths framework, 263, 265; wine industry and, 204, 265, 320n28
category norms, 200–201
category structure, 201, 201–2
cause marketing, 303n25
CEB. See Corporate Executive Board
CEOs. See chief executive officers
CFB. See Casella Family Brands
Chadha, Rattan, 241–42
champagne, 204
Charan, Ram, 25, 27
Chesky, Brian, 209
Chevrolet, 69, 168, 169, 170, 171
chief executive officers (CEOs): all-in support by, 132–33; best performing, 286, 328n13; business strategy owned by, 127, 130–31; compensation of, 20–21, 61–62; corporate mission and, 283–86; courage of, 131–32; exceptional, 99; executive management and, 20–21; pressure on, 81
choice paradox, 180, 317n45
Christensen, Clayton: on arms race, 96; disruptive technology framework of, 9–12, 11, 26, 236, 266–70, 299nn23–25, 323n2; The Innovator’s Dilemma, 9–11, 11, 266, 299n25; The Innovator’s Solution, 299n25; MSV and, 304n9; Seeing What’s Next, 299n25; Thinkers50 award for, 299n26; on weakening capabilities, 61
Cimarron, 171–72, 176
Cirque du Soleil, 254–55, 255
citizenM hotels, 241–44, 242–43, 263
clothing retailers, women’s, 184–87, 185–87
CNN, 263, 265
Coca-Cola, 80, 80–81, 144, 144–47, 314n7
cognitive biases, 117
Coke Classic, 146
Collins, Jim, 5–6, 8–9, 27, 298n10
Collis, David J., 105
Columbia Business School, ix, 53, 87, 124, 133, 256
Comcast, 101, 310n3, 310n8
commercialization phase, of product development, 218, 218
communities, profitable growth helping, 81
community-based marketing, 159–64, 161–62
Competing for the Future (Prahalad and Hamel), 21
competition: changed basis of, 235; dynamics, product positioning and, 195–96, 196; in hot industries, 48–49; Law of, 87, 91–95, 92, 95, 289; pressure of, 268; product positioning and, 195–96, 196; structuralist view of, 2–3
competitive advantage, 108, 108–9
competitor focus, 274
complacency, 277–78
compound annual growth rate (CAGR), 82, 83, 88
consulting engagements, vii–viii, 114, 121–25
consumer: choice paradox and, 180, 317n45; empathy for, 210; feedback, 211–17, 212, 215; pain points identified by, 212–14; perceptions, meaningful differentiation and, 183–86, 185–86; product augmentation promoted by, 200; profitable growth helping, 81; reverse positioning targeting, 324n16; surplus, 108, 108. See also market research
context, of strategy, ix, 6, 8–9, 127–30, 128
continuous innovation: barriers to, 96–97; by JetBlue, 324n10; in modern business strategy thinking, 9–15, 11, 13, 19–21, 27, 28; skills underlying, 210; by Southwest Airlines, 45; as strategic imperative, x, 27, 28, 38, 52, 97, 101–2, 128, 133–34, 153, 154, 282, 289, 293; by Yellow Tail Wine, 38. See also breakthrough ideas
Cook, Tim, 7–8, 284
Coors Brewing Company, 105–7, 107, 109, 128, 175, 311n12
core capabilities, 21–23, 23
corporate acquisitions, 283, 327n2
corporate culture, 117–18
Corporate Executive Board (CEB), 82–85, 327n1
corporate mission: of Amazon, 284–86; of Apple, 284; CEOs and, 283–86; of Costco, 292–93; of FedEx, 286; guides, 74, 74–75; lip service to, 285–86; in management best practices, 282–86, 292–93; of Starbucks, 284, 286. See also North Star
corporate purpose. See business purpose
Corvair, 69
Costco: brand equity, 295; corporate mission of, 292–93; customer satisfaction with, 291; as leader, 128; long-term profitable growth of, 292–96, 295; strategic imperatives and, 293–94; Target compared with, 294, 295; Walmart compared with, 294, 295
Costolo, Dick, 102
cost to serve (CTS), 108, 108, 311n14
courage, in business strategy, 128, 131–32
creative destruction, 11, 95, 299n24
creative problem-solving ability, 210
CrossFit, 261, 263
CTS. See cost to serve
CT scanners, 275
Curves: Blue Ocean strategy of, 256, 256–57, 258–59, 263, 263, 325n29; management challenges of, 325n29
customer-driven strategy, 24–26
customers: brand builders and, 155–68, 156, 161–62, 167; in business purpose, 63–75; communities of, 159–64, 161–62; dialogue with, 164–68, 167; focus on, disruptive technology and, 274; mutual trust in, 140, 143–48, 148, 290; satisfaction of, 65, 101, 109, 135–37, 136, 166, 290–92, 291, 303n16, 307n43, 310n3; strong brands connecting with, 139–40, 140; symbolic identity of, 140, 149–52, 152; value proposition and, 256, 256–57
Customers Included: How to Transform Products, Companies, and the World—With a Single Step (Hurst), 222
Dannon, 175
data collection, for product positioning, 185–86, 186
David and Goliath: Underdogs, Misfits and the Art of Battling Giants (Gladwell), 85, 290
Day, George, 24
Delta Airlines, 133–34, 167, 260–62, 324n9
demand, creation of, 205
Deming, W. Edwards, 25
Deutsch, Bill, 33–35, 37, 302n5
Deutsch, Peter, 33, 35
Deutsch Family Wines & Spirits (DFWS), 33–35, 39, 49–50
DFWS. See Deutsch Family Wines & Spirits
dialogue, customer, 164–68, 167
diapers, 159–60, 250, 251
differentiation. See meaningful differentiation
digital cameras, 276–77
diminishing marginal utility, 197
Disruption Days, 299n28
disruptive technology, 326n48; barriers to, 274–79, 278; Blue Ocean strategies and, 279–80; breakout positioning and, 279–80, 323n2; as business strategy, 266–80, 267, 272, 278; Christensen on, 9–12, 11, 26, 236, 266–70, 299nn23–25, 323n2; competitor focus and, 274; creative destruction and, 11, 95, 299n24; customer focus and, 274; definition of, 266; dysfunctional management mindsets and, 276–79, 278; feature–function arms race and, 11, 96, 144, 197, 271, 274; high-end, 12–13, 13, 267, 267–68; low-end, 11, 13, 267, 267–71, 275; in modern business strategy thinking, 9–15, 11, 13, 26; organizational barriers to, 275–76; in PC industry, 267, 267–70; resource constraints on, 274–75. See also big bang disruptive technology
dissonant product-line extensions, 174–77
dividends, 20–21, 57, 58, 305n18
dogfight: airline industry, 40–42, 42, 50–51, 52; breakout positioning in, 252; cat in, x, 18, 29, 43, 49, 183, 199, 204; introduction to, ix–x; PC industry, 199; strategic imperatives and, x; wine industry, 29, 32
dogfight mentality, in U.S. wine industry, 29, 32
“dog” quadrant, of growth–share matrix, 2, 3, 4
Domino’s, 223–25
dot-com bubble, 25
Dove, 151–52, 152–53
Downes, Larry, 14
Drucker, Peter, 63, 73–74, 78, 130–31
dynamic alignment, 114–16
dynamic business strategy, ix, 114–16
dynamic capital reallocation, 116, 312n27
dysfunctional management mindsets: burden of proof, 278, 278–79; complacency, 277–78; disruptive technology and, 276–79, 278; overconfidence, 279; pride in current product technologies, 276–77
early-stage market sizing, 322n37
earnings-per-share (EPS), 58
Easy Rider, 160, 161
eight pillars of management effectiveness, 5
E. & J. Gallo Winery, 49, 303n25
electric cars, 91
Element. See Honda Element
Eli Lilly, 264
Embraer, 274
Emirates, 140, 141
emissions scandal, VW, 284
empathy, for consumer, 210
employees, profitable growth helping, 81
Endless Summer campaign, 230–31, 231, 233
End of Competitive Advantage, The: How to Keep Your Strategy Moving as Fast as Your Business (McGrath), 14–15, 115
enterprise IT solutions, 90–91
enterprise value (EV), 79–81, 80, 307n6
EPS. See earnings-per-share
Equinox, 255–56, 256, 258
Escape SUV, 220
ethnographic research. See behavioral observation
EV. See enterprise value
Evernote, 178–79
excessive product complexity, 177–82
Execution: The Discipline of Getting Things Done (Charan and Bossidy), 25
executive: management, in business alignment, 20–25, 23; profitable growth helping, 81. See also chief executive officers
expected market size, 322n37
exploratory conversation, 220–24, 221, 223, 321n21
Express Scripts, 264
external alignment, 109–10, 111, 112–13
Facebook, 167–68
factor analysis, 318n7
failure, as teacher, viii
FCF. See free cash flow
feature–function arms race, 11, 96, 144, 197, 271, 274
FedEx, 13, 13, 143, 145, 286, 291
film-based cameras, 86, 276–77
finance, in business alignment, 19–20
Five Forces framework, 1, 2, 4, 40–41
flexibility, stubbornness vs., 287–88
Flickr, 211
focus: in Blue Ocean, 260; competitor, 274; customer, 274; groups, 211–12, 218, 223–25; of Southwest Airlines, 260
followers, industry, 128, 129–30
Ford, Henry, 155, 210
Ford Motor Company, 155–57, 220
four-actions framework, 254–55, 255, 259
4Ps, 184, 235, 246–50, 323n1
Fredrikson, Jon, 35, 40
free cash flow (FCF), 80–81, 307n7
Friedman, Milton, 54, 304n2
Friedman, Vanessa, 94
Fry, Art, 208
gaming, 89
Gates, Bill, 278
General Electric (GE), 3–4, 25, 54–56, 297n6
General Motors (GM), 86, 126, 156, 285; broken brand promise of, 168–72, 169, 171, 316n22; Buick, 169, 169–70, 171; Cadillac, 169, 169, 171–72, 176; Chevrolet, 69, 168, 169, 170, 171; as laggard, 128; meaningful differentiation by, 170; Oldsmobile, 169, 169–70, 171, 172, 316n22; Pontiac, 69, 168, 169, 170, 171, 172, 316n22; Saturn, 203
generations, 323n41
Generation Y. See millennials
Gerstner, Lou, 9
Gladwell, Malcolm, 85, 290
GM. See General Motors
Godin, Seth, 134, 279
Goizueta, Roberto, 54, 146
“good” industries, 1, 47
Good to Great (Collins), 5
Google Maps, 13, 14
GoPro, 163–64, 206–7, 219, 236, 315nn15–16
governance, ineffective, 118
GPS navigation devices, 14
Great by Choice (Collins), 5
great ideas. See breakthrough ideas
growth, topline, 65, 78, 98. See also long-term profitable growth
growth–share matrix, 2–4, 3
Guinness, 175–76, 194, 194
halo effect, 6–8, 298n10, 298n11
Hamel, Gary, 21
Harley-Davidson: brand promise of, 161, 162; community-based marketing by, 160–63, 161–62; dissonant product-line extension of, 175, 177
Harley Owners Group (H.O.G.), 160, 162
Harvard Business Review (HBR), 285–86, 328n13
Harvey, Bonnie, 303n25
Hasbro, 158
Hastings, Reed, 7–8, 172–74
Hayek, Nicolas: Jobs compared with, 249–50; Swatch led by, 132–33, 245–46, 248–50, 325n20
HBR. See Harvard Business Review
health care, mobile, 90
Hecht’s, 185, 185, 187
Henderson, Bruce, 2
Hewlett-Packard (HP), 128, 283, 285, 327n5
high-end disruptors, 12–13, 13, 267, 267–68
high-end hotels, 239–40
high-end players, reverse positioning and, 237, 237–38
Hirsh, Evan, 45–48
H.O.G. See Harley Owners Group
holy grail, of long-term profitable growth, 154, 281, 296
home entertainment, 89
Honda Element: Endless Summer campaign, 230–31, 231, 233; market research, 227–34, 230–32
hotel industry: Airbnb and, 209, 236, 252–53, 263; bed wars in, 270; budget hotels, 239–41; business-oriented, 239–41, 324n12; category norms, 200–201; citizenM in, 241–44, 242–43, 263; customer satisfaction in, 291; high-end, 239–40
hot industries, competition in, 48–49
Houlihan, Michael, 303n25
How Competitive Forces Shape Strategy (Porter), 1, 2
HP. See Hewlett-Packard
Huggies, 159, 250, 251
human nature, 268
human resources, in business alignment, 20
Hurst, Mark, 222
IBM, 9, 21, 130; Apple’s partnership with, 90–91; internal alignment and, 110–12, 112; as laggard, 128; MSV and, 59–60, 59–62
ideas. See breakthrough ideas
identity: brand, 24–25, 229; symbolic, 140, 149–52, 152–53, 290
IKEA, 24, 70–71, 244, 261, 324n16
industry: “bad,” 1, 41, 45–47, 52; followers, 128, 129–30; “good,” 1, 47; hot, 48–49; leaders, 128, 129; in Six-Paths framework, 262–63, 263; top-performing, 47–48, 48
industry rules: category image, 202–4, 203; category norms, 200–201; category structure, 201, 201–2; meaningful differentiation and, 200–204, 201, 203
inertia, strategic, 115–18
In-N-Out Burger, 180–82, 244, 317n46
innovation. See continuous innovation
innovation phase, of product development, 218, 218
Innovator’s Dilemma, The (Christensen), 9–11, 11, 266, 299n25
Innovator’s Solution, The (Christensen and Raynor), 299n25
In Search of Excellence (Peters and Waterman), 4–5, 298n7
inside-out strategies, 24, 26
inspiration phase, of product development, 218, 218
insurance companies, 163, 203–4
internal alignment, 110–14, 111–12
international competitiveness, 61
Internet service providers, 135, 136, 307n43
Intuit, 112–14
iTunes, 90, 98, 99, 250, 263, 325n20
Iyengar, Sheena, 180
J&J. See Johnson & Johnson
J-body compact cars, 170–71
JCPenney: brand promise broken by, 173–74; product positioning of, 184–86, 185–87
Jeep, 177
Jensen, Michael, 54
JetBlue, 51, 52, 78–79; continuous innovation by, 324n10; customer satisfaction with, 291, 291–92; external alignment of, 109–10; long-term profitable growth of, 292; operating income as percentage of revenue, 110; reverse positioning of, 238–39, 238–39; social media, 164–66, 167
job preferences, of MBA graduates, 48, 303n23
Jobs, Steve: Apple led by, 7–8, 26–27, 89, 126–27, 210, 249–50, 313n9; Hayek compared with, 249–50
job seeker, as cat in dogfight, 48–49
Johnson, Robert Wood, II, 67–68
Johnson, Ron, 173–74
Johnson & Johnson (J&J), 67–69, 76, 88–89, 89, 144
Jones, Daniel, 25
Kamprad, Ingvar, 70
Kelleher, Herb, 43–45
Kellogg’s, 252
Kim, W. Chan, 17–18, 236, 252–54, 270
Kimberly-Clark, 159, 250
Kmart, 23
Kodak, 86, 128, 276–77
Kolko, Jon, 222
laggards, 128, 129–30
Laliberté, Guy, 254
Lapsley, James T., 302n4
Law of Competition, 87, 91–95, 92, 95, 289
Law of Competitive Advantage, 87, 95–98, 96–98, 289
Law of Large Numbers, 87–91, 89, 99, 289
Lazonick, William, 21, 62, 305n16
leaders: industry, 128, 129; Level 5, 6
legacy carrier, 44, 238–39, 259, 324n9
Leonard, Dorothy, 213–14
Lepore, Jill, 12,
Level 5 Leader, 6
Lewis, Michael, 48
Liar’s Poker (Lewis), 48
Libin, Phil, 179
life cycle, product. See product life cycle
LittleMissMatched socks, 17, 17, 203, 265
long-term profitable growth: at Apple, 82, 86–95, 92, 95, 98, 98–99, 286, 326n48; of CFB, 28–29, 38–40, 39, 49–50; communities helped by, 81; companies sustaining, viii, 82–87, 83–84; consumers helped by, 81; of Costco, 292–96, 295; difficulty of, viii–ix, 85–87, 281, 289–90; employees helped by, 81; executives helped by, 81; exemplars, 88–89, 89; as holy grail, 154, 281, 296; of JetBlue, 292; Law of Competition and, 87, 91–95, 92, 95, 289; Law of Competitive Advantage and, 87, 95–98, 96–98, 289; Law of Large Numbers and, 87–91, 89, 99, 289; management best practices for, 281–96, 282; modern business strategy thinking and, 1, 19, 26–28, 28; North Star and, 286; patience for, 288; pressure for, 79–81, 80; product life cycle and, 95–99, 96–98, 281; projected, viii; ranking of companies with, 285–86; of Southwest Airlines, 28, 50–52, 52; suppliers helped by, 81. See also bull’s-eye, of long-term profitable growth; strategic imperatives, for long-term profitable growth
loss aversion, 117
Louis Vuitton, 139, 140, 142
low-end disruptive technology, 11, 13, 267, 267–71, 275
low-end players, reverse positioning and, 237, 237–38
Lumber Liquidators, 69–70
luxury automotive market, 274
Ma, Jack, 63
Machine That Changed the World, The (Womack and Jones), 25
Macy’s, 184, 185, 187
management: challenges, of Curves, 325n29; effectiveness, eight pillars of, 5; executive, in business alignment, 20–25, 23; hierarchy, 103–4, 104; incentives, inappropriate, 61–62. See also dysfunctional management mindsets
management best practices: Bezos and, 284–85, 287–88; brand equity, 290–92, 291, 295; Collins on, 5–6; context-sensitive strategy and, 6, 8–9; corporate mission, 282–86, 292–93; eight pillars of, 5; halo effect and, 6–8, 298nn10–11; for long-term profitable growth, 281–96, 282; search for, 4–9; strategic imperatives in, 288–90, 293–94; stubbornness vs. flexibility, 287–88
M&M’s, 157
many-to-many product strategy, 156–57
Marcus, Rob, 101
market: expansion of, 235; expected size of, 322n37; luxury automotive, 274; overshot, 269–70; segment, in Six-Paths framework, 263, 263; structuralist view of, 2–3; valuation, 306n27, 307n1
marketing: cause, 303n25; community-based, 159–64, 161–62; Miller Lite, 190–91, 191–92; user-centered, 228–34, 230t–231t, 232f, 323n43
market research: behavioral observation, 214–15, 218–20, 321n21; breakthrough ideas and, 210–27, 212, 215, 218, 221, 223; on customer satisfaction, 310n3; exploratory conversation, 220–24, 221, 223, 321n21; focus groups, 211–12, 218, 223–25; Honda Element, 227–34, 230–32; how and when to use, 217–27, 218, 221, 223; on millennials, 228–30, 230, 233–34; in natural habitat, 220, 230; for product positioning, 183–84; quantitative surveys and analytics, 215–17, 225–27; on wine, 302n2
Mauborgne, Renée, 17–18, 236, 252–54, 270
maximizing shareholder value (MSV): Amazon and, 63–67, 65; as business purpose, 53–62; buybacks and, 57–59, 58, 61–62, 305n16, 305n18; capital allocation and, 57–61, 58–60; Christensen and, 304n9; dissenting views on, 56–62; IBM and, 59–60, 59–62; impasse of, resolved, 63–66, 65; inappropriate management incentives and, 61–62; international competitiveness and, 61; origin of, 54–56; primacy of, 53; weakening capabilities and, 61; Welch and, 54–56
MBA graduates, job preferences of, 48, 303n23
McDonald’s, 181
McGrath, Rita, 14–15, 115
McKinney, Phil, 300n40
MDS. See multidimensional scaling
meaningful differentiation: in Blue Ocean strategies, 257, 260–62; brand promise and, 147; breakout positioning and, 204, 204–5; consumer perceptions and, 183–86, 185–86; essence of, 204, 204–5; by GM, 170; industry rules defied in, 200–204, 201, 203; modern business strategy thinking and, 15–19, 17–18, 27, 28; product positioning and, 183–94, 185–87, 189, 191–94; product-strategy tips for, 195–200, 196, 198; of Southwest Airlines, 260–61; as strategic imperative, x, 27, 28, 38–39, 97, 128, 131, 153, 154, 282, 289, 293; success stories, 18; by Swatch, 202; by Yellow Tail Wine, 38–39, 302n10
measuring cup, ideas about, 210–15, 212, 215, 219, 321nn14–16
Meckling, William, 54
Mercedes-Benz, 121–22, 274
MGM theme park, 193, 193
Microsoft, 62, 278, 313n9
millennials: characteristics of, 230–31; defined, 323n41; market research on, 228–30, 230, 233–34
Miller Brewing Company, 106–7; Coors and, 311n12; Miller Lite, 189, 190–91, 191–92
mission. See corporate mission
mobile wellness and health-care solutions, 90
Model T, 155–57
modern business strategy thinking: business alignment in, 19–27, 23, 28; capabilities-driven, 21–24, 23, 26–27; context of, ix, 6, 8–9; continuous innovation and, 9–15, 11, 13, 19–21, 27, 28; customer-driven, 24–25; disruptive technology in, 9–15, 11, 13, 26; Five Forces framework, 1, 2, 4, 40–41; growth–share matrix, 2–4, 3; influences of, vii; inside-out, 24, 26; long-term profitable growth and, 1, 19, 26–28, 28; management best practices and, 4–9; meaningful differentiation and, 15–19, 17–18, 27, 28; operational excellence in, 25–26; outside-in, 24–26, 135
Moon, Youngme, 16, 236, 270, 323n2, 323n5
Moore’s law, 197
Moorman, Christine, 24
Mr. Clean, 251, 251
MRI equipment, 275
MSV. See maximizing shareholder value
multidimensional scaling (MDS), 192–94, 193–94
multivariate perceptual mapping, 188–92, 189, 191–92, 318n8, 319n10
mutual trust, in strong brands, 140, 143–48, 148, 290
Nader, Ralph, 69
natural habitat, 220, 230
Neeleman, David, 164–65
Neiman Marcus, 184, 185, 186–87, 187
netbooks, 199, 269–70
Netflix, 7, 172–74, 265
new business, success rate of, 23
New Coke, 144–47
newspaper industry, 24, 277
Nike, 128, 144, 158
Nokia, 128, 129, 281
nonconsumers, attracting, 205
Nordstrom, 185–87, 186, 291
North Star, 74, 74–75, 100, 118; of Amazon, 66–67; of IKEA, 70–71; of J&J, 67–69; lip service to, 285–86; long-term profitable growth and, 286; safety crises and, 68–70; of Starbucks, 71–73
Novo Nordisk, 263, 264
NovoPen, 264
Nunes, Paul, 14
Nutella, 139, 141
observational research, 214–15, 218–20, 321n21
Odón, Jorge, 207–8
Old Milwaukee Light, 189, 190
Oldsmobile, 169, 169–70, 171, 172, 316n22
one-to-many product strategy, 156
operating costs, 52, 311n14
operating income, as percentage of revenue, 110
operational excellence, 25–26
organizational barriers, to disruptive technology, 275–76
orthogonal vectors, 188–89, 189
outside-in strategies, 24–26, 135
overconfidence, 279
overperformers, 128, 129
overshot market, 269–70
OXO measuring cup, 214–15, 215, 219, 321nn14–16
Pabst Blue Ribbon (PBR) beer, 150–51
Packard, David, 283
pain points, 206, 212–14
“pains and gains” questions, 212
Pampers, 159–60, 250
Pandora, 159
Papyrus, 139, 140, 141–42
Paradox of Choice, The (Schwartz), 180
Parker, Robert M., 37
Patek Philippe, 201, 202
patience, virtue of, 288
payments, with Apple Pay, 90, 94–95
PBR. See Pabst Blue Ribbon beer
PC (personal computer) industry: augmentation in, 197–99; disruptive technology in, 267, 267–70; dogfight in, 199; netbooks in, 199, 269–70; sustaining technologies and, 299n23; value chain, 112
PepsiCo, 144–47
perceptions, meaningful differentiation and, 183–86, 185–86
perceptual mapping: beer industry, 188–92, 189, 191–92, 194, 194, 319n9; business performance measures added to, 319n14; factor analysis in, 318n7; MDS, 192–94, 193–94; multivariate, 188–92, 189, 191–92, 318n8, 319n10; for product positioning, 184–95, 185–86, 189, 191–94; theme parks, 192–94, 193; of two attributes, 184–86, 185–86; women’s clothing retailers, 185–87, 185–87
personal computer industry. See PC industry
personalization: as brand builder, 155–59; product configuration, 159; product-line extensions, 157–58; of services, 158
Peters, Tom, 4–5, 8, 298n7
pharmaceutical industry, 264
Pinterest, 211
place: in 4Ps, 184, 249–50; in Six-Paths framework, 263, 265; of Swatch, 249–50
Planters, 174
platform engineering, 170
Pontiac, 69, 168, 169, 170, 171, 172, 316n22
Porter, Michael, 1, 2, 3–4, 40–41
Post-it Notes, 208–9, 219, 320n6
Prahalad, C. K., 21
price: in 4Ps, 184, 248; Swatch, 248, 250, 325n20
price/performance trade-offs, 201
pride, in current product technologies, 276–77
Procter & Gamble: breakaway positioning and, 250–52, 251; Mr. Clean, 206, 251, 251; Pampers, 159–60, 250; Swiffer, 206, 212, 251, 251–52, 325n20; Tide, 175, 206
producer surplus, 108–9
product: augmentation, 196–200, 198; breakout, 235–36, 236; complexity, excessive, 177–82; configuration, personalized, 159; current, pride in, 276–77; development phases, 218, 218; in 4Ps, 184, 246–47; launches, failure rates of, 227, 309n34; many-to-many strategy, 156–57; new uses of, 268; one-to-many strategy, 156; subjective attributes of, 183–84; Swatch, 246–47; tangible attributes of, 183
product life cycle: long-term profitable growth and, 95–99, 96–98, 281; shortening of, 281, 310n36; typical, 195, 309n34
product-line extensions: dissonant, 174–77; failure rate of, 316n29; personalized, 157–58; pressure to add, 179
product positioning: competition and, 195–96, 196; competitive dynamics in, 195–96, 196; data collection for, 185–86, 186; of JCPenney, 184–86, 185–87; market research for, 183–84; meaningful differentiation and, 183–94, 185–87, 189, 191–94; perceptual mapping for, 184–95, 185–86, 189, 191–94; principles of, 183–85; product-strategy tips for, 195–200, 196, 198; of women’s clothing retailers, 184–87, 185–87. See also breakout positioning
profitable growth. See long-term profitable growth
Profit from the Core (Zook and Allen), 22
profit laggards, 128, 129–30
profit margins, 77
Project Impact, 215–17
promise, brand. See brand promise
promotion, in 4Ps, 184, 247–48
Pull-Ups, 250, 251
purpose. See business purpose
Pyrex measuring cup, 213
quantitative surveys and analytics, 215–17, 225–27
Quattro models, Audi, 121–23, 127
rail ticketing kiosk, exploratory conversation about, 220–21, 221, 223, 224
Rangan, Kasturi, 45–48
Raynor, Michael, 299n25
Rayport, Jeffrey, 213–14
R&D, investment in, 19–20, 57, 59, 60, 275
Real Beauty campaign, 151–52, 152–53
Red Ocean: Blue Ocean and, 17–18, 253, 253–55, 260, 262, 263; characteristics, 253; inevitability of, 280; overshot market and, 270; Six-Paths framework and, 263
regional jet sector, 274
research. See market research
resource constraints, 274–75
retail services, Apple’s, 90
return on invested capital (ROIC), 41, 42, 77, 77–78, 91–93
revealed preference analysis, 318n5
revenue stall, 82–84, 83–84, 307n9, 308n10, 327n1
reverse positioning: as breakout positioning, 237–39, 237–44, 242–44, 252; citizenM, 241–44, 242–43; consumers targeted by, 324n16; examples, 244; JetBlue, 238–39, 238–39
rigidity, strategic, 9
risk aversion, short-term, 116–17
Roberts, Brian, 101
Roberts, Jim, 72
Rogue Fitness, 141
ROIC. See return on invested capital
Roth, Erik, 299n25
Rubbermaid, 177–78
Rukstad, Michael G., 105
Rule of Eighteen Months, 300n40
safety crises, 68–70
Saks, 184, 185–87, 186–87
sales, in business alignment, 19
Samsung, 142–43, 144, 147, 148, 319n17
S&P 500 stock market index, 60, 61, 83
Sasson, Steven, 276–77
Saturn cars, 203
Schmitt, Wolfgang, 178
Schultz, Howard, 71–73, 284, 305n12
Schumacher, E. F., 198, 319n19
Schumpeter, Joseph, 95, 299n24
Schwartz, Barry, 180
scope, in Six-Paths framework, 263, 264–65
Sears, 185–87, 187
SeaWorld, 193, 193
Seeing What’s Next: Using the Theories of Innovation to Predict Industry Change (Christensen, Anthony, and Roth), 299n25
Sephora, 158
shareholder value: drivers of, 76–79, 77; as outcome, 76; short-term risk aversion and, 116–17; TSR and, 46, 46, 76. See also maximizing shareholder value
short-term risk aversion, 116–17
shrink-to-grow strategy, 126–27
Silbermann, Ben, 211
Silver, Spencer, 208–9
situational assessment, Audi, 122–23
Six-Paths framework: for Blue Ocean strategies, 262–65, 263; buyer group in, 263, 263–64; category image in, 263, 265; CFB and, 263; industry in, 262–63, 263; market segment in, 263, 263; Red Ocean mindset and, 263; scope in, 263, 264–65; Southwest Airlines and, 263; Swatch and, 263, 265; time and place in, 263, 265
60 Minutes, 69–70, 120–22, 312n3
Sloan, Alfred, 156
smartphones, 133; Apple, 12, 147–48, 195–96, 319n17, 326n48; Samsung, 142–43, 144, 147, 148, 319n17
smart watches, 88, 94, 95, 202, 309n26
SMH. See Société de Microélectronique et d’Horlogerie
Smith, Bubba, 190, 191
Smith, Fred, 286
Smith, Roger, 170
social media: American Airlines, 166–68, 167; Facebook, 167–68; GoPro, 163–64; JetBlue, 164–66, 167; Twitter, 102, 165–67, 167, 310n9; as two-edged sword, 168
“Social Responsibility of Business Is to Increase Its Profits, The” (Friedman, M.), 54
Société de Microélectronique et d’Horlogerie (SMH), 245–46
socks, 16–17, 17, 203, 203
Sony, 276
SoulCycle, 140, 141, 236
Southwest Airlines: Blue Ocean strategies and, 259, 260–61; business alignment of, 43, 51; continuous innovation by, 45; convenience of, 44; focus of, 260; future of, 49–52, 52; generalized results of, 45–48, 46–47; internal alignment of, 112–13; long-term profitable growth of, 28, 50–52, 52; lower fares of, 43–44; meaningful differentiation of, 260–61; operating costs, 52, 304n29; operating income as percentage of revenue, 110; pleasant flights of, 44–45; satisfaction with, 303n16; Six-Paths framework and, 263; on Twitter, 167
Spanx, 209–10, 219
sparkling wine, 204
Special K cereal, 251, 252
Spirit Airlines, 51, 52, 110, 167, 201, 320n23
Spotify, 159, 236
stakeholders: priorities of, 63; value for, 54, 62–63, 68–69, 74, 74–76, 81, 282, 285, 292, 296
Staples, 81
Starbucks, 81, 176; corporate mission of, 284, 286; Schultz leading, 71–73, 284, 305n12
“star” quadrant, of growth–share matrix, 2, 3
stealth positioning, 323n5
stock buybacks: by Amazon, 306n27; executive management and, 20–21; MSV and, 57–59, 58, 61–62, 305n16, 305n18; poor timing of, 305n16
strategic imperatives, for long-term profitable growth: brand equity and, 290; brand strategy and, 152–54, 154; bull’s-eye and, 282, 282; business alignment, x, 27, 28, 38, 39, 97, 153, 154, 282, 289, 293; continuous innovation, x, 27, 28, 38, 52, 97, 101–2, 128, 133–34, 153, 154, 282, 289, 293; Costco and, 293–94; dogfight and, x; in management best practices, 288–90, 293–94; meaningful differentiation, x, 27, 28, 38–39, 97, 128, 131, 153, 154, 282, 289, 293; overview of, 26–28
strategic inertia, 115–18
strategy. See business strategy; modern business strategy thinking
Strategy from the Outside In (Day and Moorman), 24
strong brands: Apple, 142–43, 144, 147–48; business strategy and, 139, 152–54, 154; Coca-Cola, 144, 144–47; customer connection with, 139–40, 140; Dove, 151–52, 152–53; leverage of, 177; mutual trust in, 140, 143–48, 148; PBR, 150–51; product-line extensions of, 174–75; promise of, 140–43, 144–45, 290; symbolic identity and, 140, 149–52, 152–53, 290
structuralist view, of markets and competition, 2–3
stubbornness, flexibility vs., 287–88
Subaru, 312n5
subjective product attributes, 183–84
success, dangers of, 278–79
suppliers, profitable growth helping, 81
surprise and delight amenities, 239, 239, 241, 244
survey research, 215–17, 225–27
sustaining technologies, 266, 267, 268–69, 274–75, 299n23
Swatch: all-in support at, 132–33; breakaway positioning by, 244–50, 245, 247; category image and, 265; designs, 246, 247; Hayek leading, 132–33, 245–46, 248–50, 325n20; meaningful differentiation by, 202; place of, 249–50; price, 248, 250, 325n20; product of, 246–47; promotion, 247–48; Six-Paths framework and, 263, 265
Swiffer, 206, 212, 251, 251–52, 325n20
Swiss watches, 132, 247–48
symbolic identity, 140, 149–52, 152–53, 290
tablet computers, 199
Taco Bell, 12
Talbots, 185, 187, 187
tangible product attributes, 183
Target, 216–17, 294, 295
TBWA Worldwide, 299n28
technology: adoption rates, 278, 278–79; current, pride in, 276–77; sustaining, 266, 267, 268–69, 274–75, 299n23. See also disruptive technology
Teerlink, Richard, 160
Tesla, 274
theme parks, 192–94, 193
“Theory of the Firm: Managerial Behavior, Agency Costs and Ownership Structure” (Jensen and Meckling), 54
Thinkers50, 299n26
Thomson Corporation, 126
3M, 208–9, 320n6
ticketing kiosk, exploratory conversation about, 220–21, 221, 223, 224
Tide, 175, 206
time, in Six-Paths framework, 263, 265
Time Warner Cable, 101, 310n3, 310n8
Timex, 202
topline growth, 65, 78, 98
top-performing industries, over decades, 47–48, 48
total shareholder return (TSR), 46, 46, 76
Toyopet, 277
Toyota Motor Corporation, 25, 234, 277
Trader Joe’s, 291
travel industry, 200–201, 265, 311n15
trust, in strong brands, 140, 143–48, 148
TSR. See total shareholder return
Twitter, 102, 165–67, 167, 310n9
Tylenol murders, 68–69
ultrasound equipment, 275
Unilever, 151–52
United Services Automobile Association (USAA), 163
Universal theme park, 193, 193
Unsafe at Any Speed (Nader), 69
USAA. See United Services Automobile Association
user-centered design and marketing, 228–34, 230t–231t, 232f, 323n43
U.S. wine industry. See wine industry, U.S.
value: in business strategy, 108, 108–12, 111; chains, 112, 235, 264; proposition, 13–14, 256, 256–57; for stakeholders, 54, 62–63, 68–69, 74, 74–76, 81, 282, 285, 292, 296. See also shareholder value
vectors, in multivariate perceptual mapping, 188–89, 189, 318n8, 319n10
versioning, 317n46
vertical integration, 111–12, 250
VIA instant coffee, 176
video cameras, action, 163–64, 206–7, 219, 236, 315nn15–16
Volkswagen (VW), 283–84
WACC. See weighted average cost of capital
Walmart, 21–22, 24, 62, 92, 178; Costco compared with, 294, 295; Project Impact of, 215–17
Walton, Sam, 215–16
watches: category structure, 201, 201–2; smart, 88, 94, 95, 202, 309n26; Swiss, 132, 247–48. See also Swatch
Waterman, Robert, Jr., 4–5, 8, 298n7
Weaver, Earl, 7
Webvan, 25
weighted average cost of capital (WACC), 77
Welch, Jack: GE led by, 3–4, 25, 54–56, 297n6; MSV and, 54–56
Well-Designed: How to Use Empathy to Create Products People Love (Kolko), 222
wellness, mobile, 90
“white space” opportunity, 184
Wikipedia, 10, 13
willingness to pay (WTP), 108, 108
wine industry, U.S.: Barefoot Cellars, 49, 50, 303n25; casual consumption and, 302n10; category image and, 204, 265, 320n28; CFB entering, 33–35, 34; dogfight mentality in, 29, 32; E. & J. Gallo Winery, 49, 303n25; market research on, 302n2; norms, 29–32, 31, 35–36; sparkling wine, 204. See also Yellow Tail Wine
Winterkorn, Martin, 283–84
Wolf, Martin, 56–57
Womack, James, 25
women’s clothing retailers, 184–87, 185–87
Woodman, Nick, 206–7
WTP. See willingness to pay
Yellow Tail Wine: Barefoot Cellars and, 49, 50, 303n25; birth of, 35–38; brand personality of, 37, 40; business alignment of, 38–40, 39; category image and, 204, 265, 320n28; continuous innovation by, 38; future of, 49–51, 50–51; generalized results of, 45–48, 46–47; label, 34, 36–38; meaningful differentiation of, 38–39, 302n10; success of, 29, 37–40, 39, 49–51, 50–51
YouTube, 163–65, 211, 315n15
Zippo, 175, 177
Zook, Chris, viii, 22