Perder o Norte é terrível!

Ontem o Jornal de Negócios trazia este apontamento sobre a Wal-Mart "Discriminação sexual é só um dos problemas da Wall-Mart":
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O consumo nos EUA está a mudar. A Aldi - um retalhista de origem alemã - abriu uma loja em Manhattan e tem outra prevista para breve. Distinguem-se por serem lojas mais pequenas, colocadas nos centros urbanos - precisamente o contrário do modelo de décadas praticamente imposto pela Wall-Mart: grandes centros comerciais suburbanos.
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A Target é outra cadeia já a tirar partido da nova moda de consumo. A própria Wall-Mart anunciou que vai construir "centenas" de lojas mais pequenas e citadinas nos próximos anos."
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A minha interpretação sobre o que se está a passar vai mais para esta vertente: A Wal-Mart perdeu a noção de quem serve, esqueceu-se de estar concentrada, alinhada nos seus clientes-alvo e começou a inventar:
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"So what went wrong at Wal-Mart? The retailer simply failed to address the most critical questions facing its business: Who are our customers now? Who do we want to attract to the customer base in the future? (Moi ici: Uma constante neste blogue. O alicerce, a pedra angular: Quem são os clientes-alvo? O que procuram e valorizam?) How will we retain both customer types while staying true to our vision and mission? In short, Wal-Mart inadequately framed the problem to be solved.

Based on its actions—creating supercenters, remodeling, decluttering shelves by reformulating its brand mix, going organic — it seemed that Wal-Mart wanted to attract more-affluent consumers who found themselves squeezed by the recession and were searching for high-quality, yet value-priced items such as organic foods and wines, as well as basic household items and electronics. As Wal-Mart moved to attract well-heeled customers in order to capitalize on the economic downshift, it struggled to manage the overhead costs associated with expansion.

The company responded by increasing prices. No longer could Wal-Mart's core customers (households earning $30,000 to $70,000 a year) count on a low-price guarantee on every item, which was especially troublesome since they represented the group most severely affected by the economy. In framing its strategy to expand and remodel to attract new customers, Wal-Mart put its most sacred cow out to pasture—its founding mission of "saving people money so they can live better." Over the last seven quarters, Wal-Mart's grip on the customer sector that helped build the brand has weakened."

Julgo que é uma justificação bem mais forte para o sucedido, perder o norte, abandonar o alicerce.
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Trecho retirado de "Wal-Mart's Epic Strategic Fail"