Business Model Innovation
Speakers who challenge how organisations create, deliver, and capture value in shifting markets
Most consumer businesses do not invent new categories, they iterate inside existing ones. The leaders who do invent categories then face a second problem: holding the category open against well-resourced incumbents while the underlying economics shift beneath them. Knowing how someone has actually run that loop, not theorised it, is what boards want when their own model is under strain.
Most large brands are running metaverse and avatar projects inside the same marketing teams that built their websites. The output is decorative, not commercial. Companies that want a serious return from digital worlds need to decide whether to retrofit existing functions or stand up a dedicated avatar-native business, and they need a credible view on which categories of revenue, audience, and intellectual property warrant the second route.
Most consumer brands either grow fast and lose their identity, or hold their identity and never reach scale. Founders who try to write social and environmental standards into a business from day one face a sharper version of the same trade-off, because every supply chain decision compounds. The question for boards backing challenger brands is whether purpose can survive the move from a kitchen experiment to a hundred-million-pound P&L.
Most large companies now talk about purpose, but the operating reality stalls inside marketing, legal and finance. Boards want a credible answer on how a mission can sit at the centre of a product, a brand and a P&L without becoming a slogan. The harder question is how to build a business where purpose is a growth engine rather than a cost centre.
Mainstream brands spent a decade trying to manufacture community and lost ground to people who already had one. The shift from broadcast to participation has rewritten the rules of audience ownership, and most large organisations are still treating it as a content problem rather than a commercial one. The question now is how to build a direct relationship with the people you used to reach through intermediaries, and how to do it without losing the authenticity that made the channel work in the first place.
Most consumer businesses try to grow by cutting price, and most acquisitions destroy value instead of creating it. Owners and operating teams know the experience they sell is what customers actually pay for, but struggle to build an operating model that protects it at scale. The question is how to grow a multi-brand business through acquisition without losing the thing that made each brand worth buying.
Most brands now produce more content than ever and command less attention than ever. The narrative work that used to differentiate a product launch, a sales pitch or an internal change programme has collapsed into noise that customers and employees scroll past. The commercial question is how a brand becomes a story people repeat, rather than a message they forget.
Most consumer brands treat purpose as a marketing layer painted on top of the product. The few that build it into the operating model unlock loyalty and pricing power that the others cannot reach. The hard part is doing it without breaking the unit economics.
Founders who survive past year ten face a quieter problem than the early-stage one. The brand that got them here, the values, the small-team intuition, the personal taste, becomes harder to defend as the business scales, capital comes in, and supply chains stretch across borders. Holding commercial discipline and original ethos together at scale is the real test, and most do not pass it.
Most brands now compete on attention they can no longer reliably buy. Audiences trust each other more than they trust marketing departments, and the companies winning are the ones building real communities around their products. The hard part is doing that without losing the commercial discipline that makes a brand investable.
Most organisations are built to sell products that already exist to customers who already know they want them. The harder problem is the one a new category faces: persuading high-trust, high-net-worth customers to commit money, time and reputation to something that has never been done, and to keep them engaged through repeated delay, regulatory change and public scrutiny. Few commercial leaders have run that problem end to end.
Most large companies have run AI pilots. Few have moved them into operating advantage. The tension is no longer whether to invest, but how to convert experimentation into revenue, new business units, and customer interfaces that legacy organisations can actually run.