- consolidação, uma tentativa de ganhar quota de mercado à custa de fusões e aquisições;
- concentração nas actividades com mais sucesso e venda das restantes (exemplo recente e em curso da P&G)
"We’re living through an era of remarkable U.S. corporate consolidation. A recent USC study shows that across multiple and diverse markets, industries are 25% more likely to be “highly concentrated” than they were 20 years ago.Reflexões sobre o tema e suas variações no blogue ao longo dos anos:
Yet at the same time, America’s largest companies are more than twice as likely to lose market share than in 1980.
Growing consolidation across multiple industries, but shrinking market share: What is going on? I believe that industry consolidation may be the death throes of mature industries as they struggle to compete with America’s return to a more entrepreneurial, craft economy.[Moi ici: Isto é Mongo]
scale, “one of the last bastions from the competitive storm,” is no longer profitable or safe. [Moi ici: Isto é Mongo, o fim da escala como vantagem competitiva imediata] For a long time, technology gave big players a competitive advantage because no one else could afford to be big.
But the radical connectivity of our digital world allows small businesses to collaborate in loose ways that give them capacities comparable to those of Walmart or Ford Motor Company.
In my book, The End of Big, I argue that the collection of trends that comprises the end of big companies will, at its best, lead to the rise of a craft-centric economy. We’re seeing some of this already, with the rise of Etsy.com and the so-called “maker” culture.
While this transition feels inevitable, it doesn’t mean the big companies will go without a fight. Companies such as Microsoft have enormous cash reserves that they can use to keep the ”end of big” at bay for a while. For many large companies, growing even larger provides seeming defense against the power of craft and the do-it-yourself attitude. Over time, however, smaller companies will be able to out-compete even the most powerful behemoths.
But it’s not necessarily a winner-takes-all scenario. New strategies will emerge for bigger organizations. There is a new breed of “big” on whom the coming age of “small” is built: the platform players [Moi ici: É esperar pela próxima geração de plataformas] (like eBay, Etsy, Amazon, Apple, and Google) on whose platforms smaller businesses blossom.
“We’re moving, if we’re lucky, from the world of few and big to the world of small and many. We’ll either head there purposefully or we’ll be dragged kicking.” Far from seeing consolidation as a sign of strength, I view the recent spate of enormous deals as indication that big firms are desperate to forestall their demise. They are being dragged kicking into the future."
- ""When is a company too big to manage?""
- "O grande desafio é vencer os reis Saul deste mundo"
- "Deixe de pensar como Saul, não há um caminho único"
- "Porque não somos plankton (parte II)"
- "Porque não somos plankton..."
- "Um filão promissor..."
- "Sobre os escombros da Torre de Babel..."
- "Mongo é inevitável mas..."
- "Sugestões para vencer Golias"
Trechos retirados de "Why More M&As Is a Sign That Scale Is No Longer an Advantage"