growth champions ispim seoul - dec 2012
TRANSCRIPT
www.growthchampions.org
Sustained Innova.on Leadership ISPIM Seoul | 10 December 2012
www.growthchampions.org
CONTEXT
www.growthchampions.org
The Growth Champions research highlights how and why companies deliver successful organic growth
§ Sustained growth is a priority for most leaders today… § But many of them they fail to achieve their ambi.ons § What is it about growth that is such a challenge? § Who are the companies that consistently deliver growth? § What makes them so special?
The research has three sec.ons: § The Growth Agenda – Why we need growth § The Growth Champions – The leaders in growth § The Growth Challenge – How to become a growth success
www.growthchampions.org
This presenta.on draws from the research that is detailed more in the Growth Champions book
www.growthchampions.org
UNDERLYING ANALYSIS -‐ INNOVATION LEADERS
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Over the past decade, the Innova.on Leaders analysis has profiled the world’s best innovators
Sector 2001/2 2002/3 2003/4 2004/5 2005/6 2006/7 2007/8 2008/9 2009/10 2010/11 2011/12
Aerospace / Defence Honeywell EADS Rolls Royce Honeywell Rolls Royce Rolls Royce Boeing Rolls Royce Rolls Royce Rolls Royce Rolls Royce
Airlines Singapore Airlines
Singapore Airlines
Singapore Airlines Virgin AtlanFc Virgin AtlanFc Virgin AtlanFc Virgin AtlanFc Virgin AtlanFc Air New Zealand Air New Zealand LuJhansa
Automo.ve Honda Honda Honda Toyota Toyota Toyota BMW Tata Motors Renault BMW BMW
Chemicals Dow Dow BASF DSM DSM Dow BASF BASF BASF BASF BASF
Consumer Electronics Sony Samsung Samsung Samsung Samsung Samsung Samsung Apple Apple Apple Apple
Energy BP BP BP BP BP Shell Shell Statoil Chevron Shell Chevron
Fashion Retail Inditex H&M H&M H&M H&M H&M H&M Inditex Inditex Inditex Inditex
Food and Drink Nestle Nestle Danone PepsiCo PepsiCo Nestle PepsiCo Nestle Nestle Nestle Nestle
General Retail Tesco Tesco Tesco Tesco IKEA Tesco WalMart Amazon Amazon Amazon Amazon
Hotels and Leisure Starwood Starwood Starwood Starwood Starwood Starwood Starwood Starwood Starwood Starwood Starwood
Household Goods P&G Kimberley Clark P&G ReckiS Benckiser ReckiS Benckiser ReckiS Benckiser ReckiS Benckiser ReckiS Benckiser ReckiS Benckiser ReckiS Benckiser ReckiS Benckiser
Retail Insurance PrudenFal PrudenFal AEGON Allianz Allianz Allianz Aviva Humana Humana AON Humana
IT Hardware AMD AMD Apple Logitech Apple Apple Apple ARM ARM ARM ARM
IT Services IBM Infosys IBM Infosys Wipro IBM Infosys IBM IBM Infosys IBM
Logis.cs Federal Express Federal Express Federal Express UPS UPS UPS UPS UPS UPS UPS UPS
Media /Entertainment Disney Disney Disney Time Warner Google Google Google Disney Disney Disney Google
Medical Devices Becton Dickenson Medtronic Medtronic Medtronic Medtronic Medtronic Medtronic St Jude Medical Stryker Stryker Medtronic
Office Products Canon Canon HewleS Packard Canon Canon HewleS Packard Canon Canon Canon Canon Canon
Pharmaceu.cals Merck Novo Nordisk Novo Nordisk Novo Nordisk NovarFs NovarFs Lilly Novo Nordisk Novo Nordisk Novo Nordisk Roche
Retail Banking Bank of America Bank of America HSBC RBS Santander Handelsbanken Handelsbanken Santander Santander Santander ICICI Bank
Soaware Adobe Adobe Adobe MicrosoJ MicrosoJ MicrosoJ MicrosoJ Google Google Google MicrosoJ
Sports-‐goods Nike Nike Nike Adidas Adidas Adidas Adidas Nike Nike Nike Nike
Telecom Equipment Qualcomm Qualcomm Qualcomm Nokia Nokia Nokia Nokia Qualcomm Qualcomm Juniper Qualcomm
Telecom Operators Vodafone NTT DoCoMo NTT DoCoMo NTT DoCoMo Vodafone NTT DoCoMo Telefonica BharF Airtel BharF Airtel BharF Airtel BharF Airtel
25 Diffe
rent Sectors
Ten Years of Annual Analysis Of Innova:on Effec:veness
www.innovaFonleaders.org
www.growthchampions.org
Most of the iden.fied companies have delivered significant value crea.on over the past ten years
www.innovaFonleaders.org
www.growthchampions.org
A porcolio based on Innova.on Leaders would have delivered average returns over the decade of 14.8%
InnovaFon Leaders Fund (ILF) Back-‐test using Bloomberg data, based on published stock selecFon from InnovaFon Leaders analysis.
Annual return: 14.8%, Annual Std Dev: 17.0%
www.innovaFonleaders.org
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THE GROWTH CHAMPIONS
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The research focuses on 10 pairs of companies that have delivered sustained high impact innova.on
Changing a sector for the beFer: ReinvenHng healthcare:
Design as a growth driver:
Making the most of insight:
Delivering a unique experience:
Using data to get close to customers:
Technology partnerships:
Growth with constrained resources:
Leapfrogging from India:
Bringing magic to the everyday:
www.growthchampions.org
Amazon is a massively efficient business delivering customer sa.sfac.on via proprietary technology
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Audi has created a unified premium global brand experience to become VW’s major profit center
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Inditex, the worlds best retailer, has a culture of autonomy, fast decisions and con.nuous change
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LEGO, the world’s best toy company, has deep self belief in a unique ability to invent the future of play
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Reckij Benckiser delivers sector leading fast incremental margin enhancing product innova.on
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Samsung, the worlds most ver.cally integrated hardware company, creates value across categories
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Starwood drives high loyalty by efficiently delivering consistent and memorable guest experiences
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THE GROWTH CHALLENGE
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Across all the Growth Champions several key common characteris.cs that drive success are clear
1. Inspira.onal Leadership § Founder CEO Drive § Catalyst of Change
2. Clarity of Ambi.on 3. Shared Values 4. Organiza.onal Confidence 5. Innova.on in the DNA
§ InnovaFon beyond the core § InnovaFon acquisiFons
§ Foresight and insight together § Return of the Conglomerate
www.growthchampions.org
Sustained Innova.on Leadership ISPIM Seoul | 10 December 2012