terça-feira, setembro 01, 2009

Agarrem-me senão eu mato-me (parte IV)

Continuado da parte II e da parte III.
Vou começar a comparar o que pensa a Centromarca com o que se escreve no segundo livro da lista da parte III, um livro muito, muito interessante que se lê de uma penada, de tão bem escrito e suportado em números: (Retailization – Brand Survival in the Age of Retail Power; de Lars Thomassen, Keith Lincoln e Anthony Aconis).
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A capa chama, grita, logo à partida para a situação crítica das marcas.
Eis os recortes que saliento.
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Do prefácio: "Imagine a mountain of brands, a very big mountain of brands: a mountain so heavy and so dense, everything in it has been squeezed. It has been squeezed physically to a point where the individual brands have lost their form and identity. And right in the middle of this heap is your brand.
This is the reality for the majority of brands today. They are part of that squeezed mountain. They are fighting for their very survival. They are fighting for their identity. They are fighting for their sales.
Managing a brand these days is an increasingly difficult job and no longer glamorous. It is a job that is under more and more strain, a job that is about survival – squeezed by everyone:

squeezed by retailers;
squeezed by shoppers;
squeezed by private label;
squeezed by media.

The first of these squeezes is the retailer. We face a new era that will not go away – a new era called ‘the era of retail power’. When the largest retailer in the world is now several hundred times larger than an individual brand it is clear where the power of the business world is residing. When only a few retailers control 75 per cent of an individual market and the biggest brands control less than 1 per cent, it is clear where the real power lies. When a few buyers at a few major retailers determine total effective consumer choice, it is clear where the real power lies. We used to live in a world where brand power was all, but slowly and inexorably brand power is being replaced by retail power." (Moi ici: a Centromarca acha que a concentração no mercado português é grande? E quando a comparamos com a que se verifica noutros países?)

"The mountain here is the shelf: a shelf in a supermarket, a shelf in a concept store or a shelf on the internet. Once the shelf was the place we proudly displayed our brands. Now it’s the place we fight to stay on. Now it’s the place we can be evicted from on the smallest whim."
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Do primeiro capítulo, chamo a atenção para a dimensão da concentração:
"According to Fortune magazine (Boyle, 2003), the largest discount retailers are responsible for 80 per cent of the daily groceries sales in the United States – 10 years ago it was only 30 per cent.
In the United States, retail is the second largest industry in terms of both establishments and number of employees, generating approximately $3.8 trillion in sales (About, 2005).
In the United Kingdom, four chains have 75 per cent of the grocery market (Economist, 2005a) and nearly one pound in every eight is spent on shopping at Tesco (Couch, 2005).
In Scandinavia the major retailers have more than 80 per cent of the market – a staggering 91 per cent of the Finnish market is dominated by three retailers (www.kesko.fi; www.s-kanava; www.tradeka.fi; www.elanto.fi).
Aldi, Germany’s big discount retailer and one of the strongest retail brands in Europe, has a market share of the German discount market of approximately 50 per cent (Ramos, 2004).
Even in China the retail market is already dominated by four major retailers (Ørskov, 2004).
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With these sorts of shares it is pretty clear who is in charge As one grocery retailer CEO told us, ‘Whoever owns the shelf, owns the market.’ The consequences of the above numbers are self-evident. Not only are retailers increasingly taking charge of the brands’ customers, they are also starting to own the key points of contact with them. They often know their customers much better than any individual brand. They increasingly own and shape customers’ consumption patterns, influencing not only how they buy brands but also which brands to buy. Retailers increasingly dictate the prices charged and are themselves setting the terms for their relationships with each individual brand. This is much to the frustration of many brand owners, which to a large extent find themselves with no other option than to do exactly what the retailers tell them to do. No questions asked. The only thing on their mind is simply trying to maintain distribution.

There was a clear message to us from the retailers – don’t expect to live on high fat margins anymore! You need to provide constant price value to our customer." (Moi ici: Ter uma "grande" marca, reconhecida, com tradição, não é um título nobiliárquico. Tem de se prestar contas todos os dias perante os juízes, os compradores.)
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Na introdução do capítulo 7:
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"There is no point in fighting the retailer. Instead you should focus on creating proprietary distribution, reinventing your arena or coopetition." (Moi ici: dá para perceber a posição da Centromarca?)
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Um dos subtítulos do capítulo 10 é precioso "Everybody has a brand, few have a product."
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"When it comes down to the retail arena, shoppers reach out for products. Make sure that you can offer one for them to reach out for; make sure they reach out for yours. You see, everybody these days has a brand, but very few have a product. The truth is that behind every great brand there is an even greater product. Without that great product there is no great brand. Always, always remember that there is no such thing as a power brand, only products that sell a lot." (Moi ici: Como os sublinhadores que às vezes os Lidl tem á venda, literalmente não têm marca, mas são os melhores que encontro como produto)
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"This does not mean that brands are void and irrelevant, but it does mean that the future is not brand-driven in the way we thought it would be. It is shopping-driven and therefore product-driven, and that has huge implications for the way we create new products and new brands. No longer can we rely on image alone to guarantee preference and loyalty. No longer can we rely on image alone to deliver the selection of the brand at the purchase point. No longer can we rely on image alone to drive shoppers towards our products. Only the product can deliver these things. Our product must deliver on every front. It is far too easy for shoppers these days to know the reality about our products and the truth of their claims. Sometimes they are better informed than the companies who deliver the brands! You have to remember that the brand is merely a vehicle for communication; it is not the product or an excuse for a bad product. Great retail presence works when you have great products, it is as simple as that. All the advertising, listing fees, marketing and relationships in the world mean nothing, if your product sucks. The product is the ultimate closer."
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"If you are not able to create continued differentiation and constant newness you risk being replaced by private label brands. You risk death by commoditization. It is one thing to get back into a category where you were previously outperformed in the competitive context, but it is a completely different thing to get back into a category where the retailers are perfectly able to take care of the shelf space themselves."
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Do capítulo 14 retiro, para finalizar:
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"Once prestigious key partners to retailers, brands have often been relegated to simple suppliers. Brands have lost respect, fallen in status and no longer have the power they once had, the power they took for granted for so long. Much of this they have brought upon themselves. Inertia, apathy, formulaic thinking and an inability to move forward with consumer change have left most brands standing in an obsolete yesteryear. It is time to regain that lost power."
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Qual o propósito da intervenção da Centromarca?
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São palavras duras mas que apontam para a única forma de dar a volta por cima, e não é através das queixas e do choradinho. É arregaçando as mangas e lutando pela conquista da preferência do comprador final.
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Continua.