Seminars & publications
A NEW COATINGS COMPETITIVE SCENARIO
IN SOUTH AMERICA?
Francisco Rácz & Washington Yamaga – RY Associates for Paint & Pintura June 2021
The new growth projections for the coatings business in South America are the result of new global and regional scenarios. The projections are dramatically impacted by the effect of post-pandemic crisis rebound. Companies that are more prepared in terms of technology and productivity access accelerated actions to protect their market positions becoming stronger.
MARKET INTELLIGENCE ONLINE BULLETIN
STRATEGIC ASSESMENT OF COATINGS IN SOUTH AMERICA
GROWTH SCENARIOS AND PROJECTIONS 2021 – 2025
RY & Associates for Paint & Pintura
A quarterly dynamic online overview on coatings market in South America, its projections, growth factors in several countries and end user segments,
An overview of possible growth scenarios for coatings in South America.
An updated analysis of the impact of recent global economic macro drivers influencing regional markets. A projection of the market size segmented by end-user volumes.
HOW WILL COATINGS IN BRAZIL RECAPTURE VALUE?
Francisco Z. Rácz & Washington T. Yamaga - R Y & Associates for Paint & Pintura September 2020
Months after the beginning of our coexistence with pandemic, the paint industry is already experiencing a resumption of business, especially in the areas of architectural coatings and segments such as packaging, automotive refinishing, industrial maintenance, justified by demand and other leverages in economy. However, business definitions for 2021 and beyond are also intensified. Diversified productivity priorities and business consolidations are the most discussed topics.
THE ROADMAP OF VALUE STRATEGIES IN COATINGS
Francisco Z. Rácz & Washington T. Yamaga (R Y & Associates) for Paint & Pintura April 2020
In the recent Forums of Paint & Pintura Coatings Magazine, in particular the one held in last March in Fortaleza, we presented the paths of added value in coatings. A discussion on the need to manage contribution margins through the product offering appreciation and an appropriate pricing policy.
The repercussion of this discussion in the new pandemic times reinforces the urgency to implement sustainable practices to protect business values and also to reduce business risks.
THE COATINGS INDUSTRY TRANSFORMATION IN SOUTH AMERICA
Francisco Rácz & Washington Yamaga - RY Associates for Paint & Painting May 2021
The coatings industry is in line with the sense of urgency imposed by the pandemic. The strategy is to achieve competitiveness to reach other markets, whether domestic or not, through technology, productivity gains and risk reduction. In the past 5 years, the paint industry and its supply chain have modified their formulation platforms, becoming more and more a formulas assembler, capable to offer solutions anywhere in the world.
SOUTH AMERICA: $ 10 BL in 2024
Francisco Rácz & Washington Yamaga – RY Associates for Paint & Pintura December 2020
Despite of uncertainty scenario and strong recovery in several segments, the 1st. Latin American Leadership Forum for coatings, organized by Agnelo Editora, brought to the discussion precisely a reading of this dichotomy. RY sought to reflect the major trends in volumes by country and segment, as well as main concentration efforts in the coatings sector.
WHAT CHANGES COME TO STAY?
Francisco Z. Rácz & Washington T. Yamaga - R Y & Associates for Paint & Painting July 2020
The 100-day resumption plan has certainly been revisited in terms of concepts and expectations numerous times. We quickly concluded that the crisis is going to be long, different and unprecedented.
The article brings reflections that before increasing sales, it is necessary to gain consumer confidence. All companies have established their crisis committees and are now looking for other smart and resilient decisions, reconfiguring their resources to survive.
COATINGS - THE GLOBAL AND REGIONAL SCENARIOS 2021-2025
Francisco Rácz & Washington Yamaga - RY Associates for Paint & Pintura March 2021
We are already in 2021 being pressured to prioritize and implement programs that previously seemed to be a short-term resumption, as a long marathon. Coatings in South America as in all businesses, the new waves make us revisit the actions and the risks attached to it. The drivers of the new era are irreversible and globally impact people on housing, the workplace, health, mobility and concerns about the environment. The degree of immunization of people in this pandemic and other factors will ultimately determine the risk assessment of our decisions over time.
RECOVERY SCENARIOS: TIME TO ACT MORE THAN REACT
Francisco Z. Rácz & Washington T. Yamaga - R Y Associates for Paint & Pintura October 2020
We left an apparent short-term survival scenario, with time set aside for a long-term survival scenario with many undefined variables. The first wave of recovery for paints, in several segments, was above expectations for several regions of Brazil, but the year will still close below the plan.
Macro economic variables such as the exchange rate, financial costs and others indicate different times. Future growth still depends structurally on investments in the economy and the effective reduction of unemployment. However, new facts such as a new wave of "hiccups" may continue impacting progression.
IN DIFFICULT TIMES, INNOVATION HAS A SET TIME
Francisco Z. Rácz & Washington T. Yamaga - R Y & Associates for Paint & Pintura June 2020
All crises bring scars before defining themselves as drivers. The 2008 crisis taught the concept of risk in the real estate businesses to a group of people and enterprises. The 2020 crisis affects all of us individually in the capacity to react, defend and work. Mobility as previously conceptualized will change the housing industry, the transport industry, health and social life. New parameters will certainly be reflected in coatings and their brands in order to be socially sustainable.
The coatings businesses will be challenged on its knowledge and creativity, pressured exponentially for new solutions. The drastic reduction in “time to market” will clearly be a survival condition.