Competitive Advantage

2013 – Seeing What is Next

Posted by on December 17, 2012 at 12:43 pm

Introduction Seeing differently means questioning how we are doing things, whether we are working on new solutions to old problems, or creating new ways of doing things that have never been done or even thought about before. 1.  Disruption is the New Normal.  Management performance should not be measured by how much disruption it can [...]

“New Technology and the Art of Storytelling”

Posted by on October 29, 2012 at 2:40 pm

This is one of the most basic and most human subjects we’ve ever dealt with. We say that because of the critical roles that both technology and storytelling have played in the march of human progress. And because of the way those two subjects – technology and storytelling – have combined and interacted throughout the [...]

The New Reality

Posted by on October 2, 2012 at 10:23 am

Confidential To: The CEO From: The Former CEO, now Chairman of the Finance Committee Date: October 2012 Re: The New Reality Thanks for the extremely gracious reception you gave my last memo. I’m glad you found it useful. Thanks also for asking me to write another memo. I’m flattered. Doubly so because I really intended [...]

Crystal Ball: Best Buy – Going out of Business (Revised)

Posted by on September 19, 2012 at 1:25 pm

Best Buy has had its lunch handed to them by Amazon and poor management. Best Buy sells commodity and low margin products. Consumers go to Best Buy stores to see the products, take a test ride and then buy the products from other retailers. As has been reported, Best Buy has too many stores and, [...]

Trust Deficit $4 Trillion and Counting

Posted by on July 30, 2012 at 10:00 am

The trust deficit over the past three fiscal years through September 2011 totaled 4 trillion dollars. Trust earnings per share have collapsed. Projected (trust earnings) will continue to decline. This is consistent with research data and consistent with what we know about the trust crisis. I was not clear about what I meant when I [...]

P&G Goes Down the Drain.

Posted by on June 22, 2012 at 9:44 am

P&G needs drain clean the businesses are clogged up. “P&G cuts its earnings guidance, lowered its outlook which is worrisome sign,especially after P&G  reported The and s string of weak results What happened? They are in hyper competitive markets. They either did not know it or did not know what to do. They did not know [...]

Instruction Manual Update: Build-A-Bear.

Posted by on February 24, 2012 at 10:03 am

In my book, I discuss Build-A-Bear being a prisoner of the past. Last week the stock was down approximately 25%. The traffic in the retail stores were down, sales and earnings were below estimates and marketing did not drive sales and earnings. Build-A-Bear has the following choices; it could sell the business, it could find [...]

Coors Light Overtakes Budweiser As No.2 Seller

Posted by on January 11, 2012 at 9:57 am

Coors Light has done the seemingly impossible. It has become the No.2 selling light beer in the United States. The reasons why will be discussed over and over again. I am a beer aficionado. I do not know if that makes me anymore qualified than the herd. I live in St.Louis and Budweiser has become [...]

The DPI Instruction Manual Update: Ford Gets It

Posted by on January 7, 2012 at 9:29 am

Let’s get radical. The product philosophy of this age most reverently adopted will be radical. Faced with the painful trade-off between incremental and radical, most organizations would choose incremental products/services. That brings us to Ford. Ford, a once staid American car company, is building “radical products.” Ford plans a radical redesign of Fusion – its [...]

No Profit Zone. Best Buy Shares Tumble.

Posted by on December 14, 2011 at 11:00 am

Best Buy is a No Profit Zone. Hyper-competition is eroding margins and most advantages are copied or overcome. Televisions and mobile phones are commodities. Amazon is disrupting the industry. The low margin/high volume strategy is destroying profitability. Best Buy faces the prospects of becoming showrooms for online competitors. The Internet as a lower-margin sales channel [...]