sábado, fevereiro 18, 2017

"the annihilation of the mid-market"

O Armando recomendou-me a leitura de "Interview: Jim Graham, former COO of The Gym Group, gives his thoughts on the industry" e não pude deixar de recordar os salami slicers e Bruce Jenner ao ler:
"The establishment of a scaled-up low-cost segment, as well as the after-shock of the 2008 recession, has forced people to think differently. Burning platforms and in-flows of new money always brings about change. Adapt or die, I guess.
The major change has been the annihilation of the mid-market. It’s all but complete now, and that has to be a good thing since many of the assets were poor, the product tired and lacking relevance to the mass market it once owned.
We’re also seeing material new investment in technology to deliver a digital component to the physical experience. In the long-run this is a good thing for the consumer, but the digital ecosystem is ostensibly chaotic and in the short-term there’s questionable value to the customer from a lot of the early offerings. There are some interesting new niche products in play, but I’m not sure many will scale effectively."
Como não recuar a 2006 e a "Porque não podemos ser uma Arca de Noé! (II)" ou a "Quando se acorda atolado num pântano de indefinição..." e a "The vanishing middle market".

Foram estes textos, conjugados com o livro de Berger e com os primeiros casos de sucesso que acompanhava, de quem procurava alternativas ao modelo que tinha tido tanto sucesso antes da chegada da China à OMC, que me orientaram para a visão optimista que alimento desde então.


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