Growth Is Capability You Own, Not Sales You Buy: A Starbucks Example
Starbucks shouldn’t buy Chipotle, because buying another company’s sales is accumulation, and an operation only grows when it owns a capability it didn’t have and has a growth plan to put it to work.
It’s the Architecture, Stupid!
Three of the largest restaurant operators in America spent nine years and billions answering one break, every decision was correct, and all three operations are worse off — because a transactional architecture only stocks one class of answer.

