quinta-feira, dezembro 26, 2013

Fugir do atractor que destrói valor... apostar na batota

Algo que, de certa forma, já foi abordado aqui no blogue várias vezes, a diferença de exigência entre o consumidor americano e europeu, por exemplo aqui e aqui:
"As one might expect, the chief executive officer of Prada, Patrizio Bertelli has a somewhat snobby take on U.S. department stores: They’re too low-rent, what with never-ending discounts. “They seem to be on a permanent end-of-season sales mode,” Bertelli said during a conference call late on Friday.
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Even for Prada, a brand that would rather die than be caught in an “everything-must-go” situation, this is a growing problem. “They are not interested in promoting products and brands while in display, because they are constantly engaged in markdowns,” Bertelli said. Translation: “If you’re the type of consumer who buys $450 sneakers, you’re focused on the shoes, not the price.”
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“It would be a pretty easy thing for us to sell €100 million [$136.6 million] or €200 million more through wholesale accounts, but it’s very detrimental in terms of brand image,” Bertelli said. “We’d rather stay away from that.”
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But as customers insist on a deal, Wall Street—and now, perhaps, suppliers—fear a race to the bottom. While department stores might need sales to lure shoppers, at least some luxury labels don’t. As Prada slowly exited big-box retailers in the past five years, its profit margin climbed from 6 percent to 19 percent. (That’s net profit, not operating or EBITDA or any other rose-tinted metric.)
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The more blue-blood brands ditch big boxes and go it alone with spiffy Web stores and slick boutiques, such stores as Macy’s evolve toward being glorified outlet barns."
O mesmo se aplica às marcas que deixam de apostar nos centros de produção na Ásia. Claro, para poder fugir deste atractor que destrói valor há que saber co-criá-lo, é um novo modelo de negócio.
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Trechos retirados de "Prada CEO Explains Why Department Stores Can't Have Nice Things"

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