Já por aqui escrevi várias vezes sobre o imperativo da urgência de actuação nestes tempos. Por isso, critiquei o prolongamento do
lay-off. Por isso, fiquei doente ao perceber que as empresas têxteis andaram
distraídas a brincar às máscaras. Até me apetece chorar só de voltar a pensar nisto.
"Takeaway: Commercial agility is key
We expect most companies to experience the demand extremes and the stresses of at least two of these scenarios in the next 18-24 months, perhaps even simultaneously depending on how the pandemic progresses in different markets around the world. Whether a company or industry can move to a better position, or defend a desirable one, will come down to their commercial agility. This is the ability to make resilient offer design, sales, cost management and pricing decisions with unprecedented speed and flexibility – over and over again – until some form of equilibrium returns to their market.
In this crisis, you have to be faster. You have to reduce your capacity faster, but you also have to bring it up faster. You need to defend the top line and find growth earlier than later."
Achei interessante a abordagem sobre a procura vs a prateleira:
"We don’t see the point in crystal balling whether the market will go up or down by one, two, three, four, or five percent. We can’t predict the exact scenario for the rest of the year or tell you whether things will brighten up in seven, eight, or 15 months. Instead, what we are most interested in is what needs to change. How are customer needs evolving and how do companies need to respond in terms of their sales, marketing, and pricing approach? We look at demand, not just in terms of volume swings, but also whether behavioral changes in customers will be permanent, and how to react to them.
...
If your industry belongs to the nine in ten outside of the thriving category, then you need to take action now!"
É claro que isto é uma simplificação. Aposto que os materiais de construção DIY estão a ter um desempenho melhor que o resto do sector.
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