Day 3 Matereality Marathon
CEO signals fade, business model fragments emerge
--
Hey there! Here’s a look at Day #3 of the Matereality Marathon (launched here), exploring global food company Danone’s role in the future we want by applying the Matereality methodology.
I dug into the leadership signals on investor calls, and began to unpick more of the business model. I also signal about what’s ahead — more from the global south, non-humans and a lot of desouping of the slides between now and the end of the week.
Here’s the video version of what is written below — probably easier to watch than read as a lot of this is explaining what’s on the screen.
Learning curve forces quick recap!
Argh. I flicked a switch I didn’t realize I was flicking which means I deleted the automated caption file that YouTube automatically creates, and which I’ve been using as the backbone of the copy for the recap articles from Day #1 and Day #2.
Drat. It doesn’t feel like a good use of energy to write it all up. So — here’s a super short recap and I encourage you to watch the video because there are juicy bits!
- Day started by attending meetings with stakeholders in the Global South — not for matereality but the timing was ideal to inform this process. You can see the recording of one them here — it was live-streamed from Egypt and I was the zoom moderator from my home office. Great insights to fuel the ideas about decolonizing regenerative agriculture in a global food company!
- I dug deeper into the investor earnings calls. Let’s just say, Danone’s CEO used to say really profound and detailed things that sounded like a company strategically aiming to work in service of life. And now… that signal has faded. I explain the slide that tells the tale.
- I pulled out many bits of the business model and related themes. I still have long way to go but I share a few findings especially about (lack of) recycling when we look at…
