A dinâmica das capacidades em empresas brasileiras: um estudo no período de 2015 a 2017

Abstract

This thesis aims to clarify the relevance of capabilities in explaining the performance of firms in a context of economic crisis following the proposal of a capabilities based theory that has been discussed in the field of business strategy. The joint analysis of dynamic and ordinary capacities is used in different periods of the 2015-2017 triennium and their evolution is also adopted as a way of evaluating the correlations between the four fundamental constructs of the study: (1) dynamic capabilities, (2) ordinary capabilities, (3) performance and (4) dynamics of the external environment. A qualitative study with 85 companies that have formal and informal boards of directors was carried out through the application of a structured questionnaire to professional directors who confirmed themselves as respondents with a high level of training and knowledge. The data analyzes were based on descriptive statistics and the conclusions were complementary to some current studies of relevance. Even in the dynamic environment marked by the Brazilian economic crisis, the levels of ordinary capabilities are well above the levels of dynamic capabilities. In addition, there is evidence of the relevance of dynamic capabilities even in cases with less dynamic external environments and a deficit in the development of dynamic capacities even in companies with higher management level in Brazil. The idea of ambidexterity is strengthened as a mechanism of adaptation and influence on the forces of the environmental selection mechanism, since dynamic and ordinary capacities together could explain the performance of the companies of the sample more effectively than a theory based only on dynamic capabilities.