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ColleenFrancis

COVID19 Impact Heat Map

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ColleenFrancis

Moved from a different thread....

A client sent me this on Wednesday and while I don't know the source, its been very helpful for guiding conversations with my sellers. I'm lucky to be working mostly with businesses who are deemed essential right now and many of them are performing at the same levels or better than before this crisis.

We are using this tool with clients right now to help them reoriented their selling to markets that are positively or nominally impacted and also to think about which of their client's also service these markets. We are also using it to help them with messaging. 

I do disagree with their assessment of the Protein /Meat market as I expect this market to either be nominally or positively impacted by this crisis. No one wants to see a real or perceived disruption in the food supply chain. Any murmurer of such would make the Toilet paper chaos look like child's play. I think the REIT's have been affected with the market collapse, but it's not a market I follow closely. I'm sure all of this is dynamic as the situation changes.

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Roberta Matuson

@ColleenFrancis I can't imagine the REITs not  being impacted by this, especially those who are in the retail space. I wonder if online gaming is surging around the world, since the closing of many casinos. In terms of beverages, many of these companies also service the restaurant industry. Surely they are feeling the impact of the restaurant and hotel closings.

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ColleenFrancis

Beverage companies are doing fine if they are able to redirect sales to grocery. Alcohol producers are now receiving government money to convert production to sanitizer. I think the creators of this map were more focused on the primary health crisis and not the ensuing economic crisis when they were thinking of the REITs

The map is not perfect, but its a great conversation starter. 

 

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Kevin Berchelmann

Helpful. I concur with your protein/ag comments. One of my agribusiness clients (chicken production) is seeing incredible current financials, even though product mix has changed dramatically.

Thanks for posting.

KB

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ColleenFrancis
29 minutes ago, Kevin Berchelmann said:

Helpful. I concur with your protein/ag comments. One of my agribusiness clients (chicken production) is seeing incredible current financials, even though product mix has changed dramatically.

Thanks for posting.

KB

Purdue Farms is coming out of this looking and sounding smart. I saw their President interviewed recently and he was discussing their safety controls, including temperature checks for every employee on entry of their buildings, and the pivot of their business towards grocery. He was impressive.

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Martyn Drake

I would echo Roberta on REITs, but as much because of office buildings. I reckon 30%-50% of people who’ve just shifted to home working will stay home working once this blows over. That will have a slow, steady knock-on impact on everything from lunchtime hospitality and transport revenue to metropolitan housing prices. In contrast, I think leisure travel, weekend and evening hospitality will have a big rebound. 

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Alan Weiss

I think (and observe)people are itching to "get out." We are social animals. Outside of people with family issues (young children, ill partners) I don't think most people would want to work at home in terms of corporate jobs. We, here, all "work at home" because we also go to see clients, we're entrepreneurs, and we're refugees from the corporate world. But business represents a huge fulfillment of most people's socialization needs. As it was, "work at home" programs were being curtailed because of productivity declines and poor communication. In line with this, hotels, casinos, theme parks, the theater, museums, and the like should see a huge upsurge in visitors and patrons.

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