"Small consumer packaged goods (CPG) companies in the U.S. are steadily gaining market share these days, often at the expense of larger competitors. Booz & Company recently analyzed the food and beverage industry and found that small players (those with sales of less than US$1 billion) are outperforming the competition in 18 of the top 25 categories, including the largest and most consolidated ones, such as bakery, dairy, snacks, and ready meals (see Exhibit). From 2009 to 2012 in packaged foods and from 2008 to 2011 in beverages, small players grew revenue about three times faster than the overall category.Como não recordar logo o texto deste ex-economista "Monopoly’s New Era":
Along with market share gains, small players enjoyed price premiums in many categories.
Small players also showed pricing strength over private label manufacturers. From 2011 to 2012, the price premium for small players over private labels jumped 5 percent for butter, olive oil, and packaged/industrial bread."
"In today’s economy, many sectors – telecoms, cable TV, digital branches from social media to Internet search, health insurance, pharmaceuticals, agro-business, and many more – cannot be understood through the lens of competition. In these sectors, what competition exists is oligopolistic, not the “pure” competition depicted in textbooks. A few sectors can be defined as “price taking”; firms are so small that they have no effect on market price."Claro que existem monopólios, sobretudo protegidos pelos Estados, onde o crony capitalism floresce viçosamente.
No entanto, os trechos iniciais são acerca de um outro tipo de monopólio.
O tipo de monopólio que defendemos e incitamos as empresas a criarem com o nosso mote:
Promotores da concorrência imperfeita, dos monopólios informais e das rendas excessivas.Joseph E. Stiglitz ainda pensa a economia como um mundo povoado por econs?
As pequenas empresas CPG dos trechos iniciais:
- crescem mais;
- crescem mais depressa;
- praticam preços superiores; e
- são menos sujeitas à erosão dos preços por causa da concorrência.