To measure retailers’ pressure and potential to go digital, we put together a scorecard based on secondary and financial data, and survey responses from 1500 credit analysts. 4 groups of countries emerged:
- Low potential and pressure in Russia & Brazil.
- Intense pressure but limited potential: France, japan, Italy, Spain.
- China and India: external pressures are kept at bay.
- The US, UK, South Korea, Germany stand to gain (or lose) the most.
retail-disrupted-digital-potential-and-pressure-matrix-snippet-22may17.pdf