Seminars & publications
South American coatings market on track to hit $11 Billion by 2027
Francisco Racz and Washington Yamaga for European Coatings Journal during Abrafati 2023
The South American coatings market is poised to reach $11 billion by 2027, with an annual growth rate in physical volume of 2.5% during the five-year period starting in 2022. Dominant drivers encompass the overarching themes influencing the growth of the Construction & Infrastructure Coatings and Performance Coatings businesses in South America. These themes include Infrastructure Development and Economic Growth, Environmental Sustainability, Regulatory Compliance, Maintenance, Refurbishment, as well as the evolution of Consumer Preferences.
The Brazilian Coatings Market Post Pandemic Projections
Francisco Rácz and Washington Yamaga – R Y & Associates for Paint & Pintura December 2021
The productivity gains achieved by the industry in the last decade, along with the cost transfer to prices, maintained a strategic liquidity. Projections are now indicating new challenging level at 2 billion liters volume that will be reached within a new consumer “share of wallet” for coatings consumption.
Coatings Re-Formulations: Urgent, Reliable and Digital!
Antonio Intini, Francisco Rácz e Washington Yamaga
R Y Associates for Paint & Pintura August 2021
The coatings market is strongly demanding manufacturers to develop multifunctional products, increasing efficiency, reducing costs and complexity, observing environmental regulations within a competitive time-to-market. The pandemic has accelerated these demands, as well as the need for new and different features, increasing the urgency of digital tools in paint formulations. This will change decisions about business innovation and content as well as risk management. Digital transformation changes the competitive landscape of coatings businesses and brands.
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.
Coatings South America resilience in the uncertainty and volatility scenarios
Francisco Rácz and Washington Yamaga – RY & Associates for Paint & Pintura April 2022
The challenge for the years to come is to understand the new dynamics of the market in terms of value strategy accessibility and continuity. This new scenario of volumes established in a higher level, slower growth in large segments, high cost trend to continue, configure the new challenge. The maintenance of financial health achieved by companies must be maintained at this new level and at the risk of their own survival.
Coatings Innovation in South America. The last 20 years and the next 5 years
Francisco Racz and Washington Yamaga - RY & Associates for Paint & Pintura October 2021
Coatings is accelerating its technology and productivity programs through the nanometric digital transformation of formulations and manufacturing processes.
For years the basic components of paints have stood out as polymer-resins, solvents, pigments and additives. New generation of materials appear as performance boosters and as bio-materials from oil chemistry or ethanol chemistry. The new materials are leveraging a new dynamics for coatings innovations.
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 market in South America in 2027 can reach 11 billion U$D.”
Paint&Pintura Market Intelligence Bulletin - 09/29/2023
The coatings market in South America is going into a rapid transformation in the global recovery scenario and the possibility of moving ahead of more traditional markets, reaching around 11 billion U$D in 2027. These will be years of resumption of moderate growth and challenging developments in productivity and added value portfolio. The coming years may bring opportunities for repositioning above the new levels projected for global growth.
Planning within the Pandemic Bubble or a Pandemic Bubble in the Planning?
Francisco Rácz e Washington Yamaga
Rácz, Yamaga & Associates for Paint & Pintura September 2021
The strategic planning cycle began with several analyzes of external scenario to the paint market in South America and especially in Brazil, once again marked by fluidity, a euphemism for instability.
Would the growth observed in 2021 in the paint markets in South America in general be sustainable? The paint market in the various countries in the continent reacted in 2021 over a previous weak year. We still run the risk of ignoring the structural aspects that have made us needy and uncompetitive.
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.