ATK Disruption

Page 1

We are only at the beginning of the disruption curve – most of the growth is ahead Illustrative

Direct-to-consumer penetration on FMCG categories in %

The three waves of disruption in the FMCG industry

2000

• 100%+ year-on-year growth • Current dramatic LMDC reduction • Current dramatic 3D printing cost reduction

  

3rd WAVE:

Today

1st WAVE: Current technology; premium segments, grooming categories 2005

2010

2015

2020

2nd WAVE: Driverless vehicles broad usage; food, beverage, mid-tier beauty, household categories

3D printing generalization & decentralized supply-demand matching, last stage differentiation; sport shoes, Lego bricks, fresh pasta; customized beauty and household products?

2025

2030 A.T. Kearney xx/ID Unique Identifier

1


We are only at the beginning of the disruption curve – most of the growth is ahead Illustrative

Direct-to-consumer penetration on FMCG categories in %

The three waves of disruption in the FMCG industry

2000

  

• 100%+ year-on-year growth

• Current dramatic LMDC reduction • Current dramatic 3D printing cost reduction

3rd WAVE:

Today

1st WAVE: Current technology; premium segments, grooming categories 2005

2010

2015

2020

2nd WAVE: Driverless vehicles broad usage; food, beverage, mid-tier beauty, household categories

3D printing generalization & decentralized supply-demand matching, last stage differentiation; sport shoes, Lego bricks, fresh pasta; customized beauty and household products?

2025

2030 A.T. Kearney xx/ID Unique Identifier

2


If your categories are on the cusp of disruption, revenue management will only help you buying time‌

A.T. Kearney xx/ID Unique Identifier

3


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