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US Black Friday: Time to rethink your mobile app experience?

US Black Friday: Time to rethink your mobile app experience?

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US Black Friday: Time to rethink your mobile app experience? 148 KB
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sector inflation risks
sector inflation risks

Who’s afraid of inflation? A corporate view

If commodity prices, wages or interest rates rise more than expected, some sectors are particularly at risk of a liquidity and profitability squeeze.

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Euler Hermes Global Trade Report 2021
Euler Hermes Global Trade Report 2021

Global Trade Report – Battling out of supply-chain disruptions

When it comes to inputs from China, Europe is on the weak side of the tug-of-war against the US.

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US retail: A not so Black Friday for consumers
US retail: A not so Black Friday for consumers

US retail: a not so black Friday for consumers

American consumers hunting for Black Friday bargains won’t find much in 2021 as supply remains tight, inventory low and discounts will apply to goods already more expensive.

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Supply-chain disruption and sector profitability in the US and Europe
Supply-chain disruption and sector profitability in the US and Europe

The big squeeze: supply disruptions pressure manufacturing margins in the US and Europe

Companies in Europe and the US could face a profit squeeze from Q4 2021 onwards as sustained supply-chain disruptions slow the manufacturing recovery.

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Ecommerce and food retail in Europe
Ecommerce and food retail in Europe

European food retailers: The bitter digital aftertaste of the Covid-19 legacy

The Covid-19 crisis has fast-forwarded Europe’s e-commerce transition, especially in food retail. But we estimate that every percentage of grocery sales moving online threatens EUR13.6bn in sales and up to EUR1.9bn in profits.

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European fragile SMEs
European fragile SMEs

European SMEs: 7-15% at risk of insolvency in the next four years

While state support softened the blow of the Covid-19 shock, we find that 7%, 13% and 15% of SMEs in Germany, France and the UK are still at risk of insolvency in the next four years.

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Working Capital Requirements in 2021
Working Capital Requirements in 2021

Liquidity matters: Corporates may need half a trillion of additional working capital requirement financing in 2021

Large companies will face a record increase in WCR in a context of a strong demand rebound triggered by the grand reopening, alongside severe shortages in inputs, labor and final goods.

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SPACs
SPACs

SPACs: Healthy normalization ahead

The SPAC party isn’t over yet, but don’t wait up for another phase of record high offerings as seen in 2020 and Q1 2021 — at least in the US.

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Semiconductor manufacturing in Europe
Semiconductor manufacturing in Europe

Semiconductors realpolitik : A reality check for Europe

Europe should play the long game, placing chips where they matter the most.

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Eurozone corporates' pricing power
Eurozone corporates' pricing power

Pricing superpowers: How will sectors pass the inflation stress test in the Eurozone?

In the long run, most sectors have (some) pricing power. But the lack of short-term pricing power means low inflation risk in the Eurozone.

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China's semiconductor drive
China's semiconductor drive

China: Riding the silicon ox?

China’s success in product assembly, marketing and design relies on huge chip imports.

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France, Covid-19, retail
France, Covid-19, retail

France: Improved confidence will boost consumer spending by EUR10bn in 2021

Household confidence will play a key role in France's economic recovery from the Covid-19 crisis.

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allianz flags
allianz flags

U.S. & Eurozone sectors: hunting for the weak links

Corporate credit pricing is currently inconsistent with fundamentals, especially for sectors with high net leverage and low interest coverage ratios.

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Saving retail in France
Saving retail in France

Saving Christmas: a EUR18bn challenge for French non-essential retailers

Restrictions on non-essential stores in France ahead of a critical Christmas season are casting a shadow over nearly EUR18bn of retail sales that are normally made in November and December.

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Sporting goods Covid-19
Sporting goods Covid-19

Healthier tomorrows? Sporting goods a rare bright spot in Covid times

We expect U.S. retail sales of sporting goods to hit an all-time high of USD48bn in 2020.

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