- Muitas PMEs portuguesas viram as suas encomendas canceladas - exemplo. Quantas não conseguirão reabrir as portas com mais dívida às costas?
- Quantas marcas que colocavam as suas encomendas em Portugal continuarão vivas depois deste evento? - exemplo.
- E os consumidores, como vão estar depois deste evento? Muitos estarão desempregados e endividados. - exemplo. (BTW, momento de ironia e sei lá que mais).
- Todos os países europeus acordarão, depois deste evento, mais pobres e endividados e os governos terão de aplicar austeridade.
Outras leituras:
- Understanding the Economic Shock of Coronavirus
- COVID-19 Consumer Sentiment Snapshot #3: Turning the Tide
- Virus impact on fashion and luxury to be ‘worse than recession’
"Revenues are expected to plunge between 25% and 35% this year as a direct result of store closures owing to coronavirus lockdowns, according to the Boston Consulting Group.
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The impact on fashion and luxury — a category that includes apparel and accessories, watches and jewellery, and perfumes and cosmetics — is expected be more severe this year than the recession a decade ago, with total sales dropping between $450 billion to $650 billion from 2019 levels.
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The outlook is far bleaker than the firm suggested in late February, when it estimated sales for the year would decline by about 15%. That was before the virus took hold in Europe and the US and was declared a pandemic. “This is worse than 2008,” "
"According to the report, industry sales have declined up to 85 per cent in China in the space of two months, during the country’s lockdown period. In countries like Italy, France and Spain, the decline has reached 95 per cent. This drastic drop represents an existential danger for fashion companies, which are traditionally poor in cash, are often dependent on private equity and can have high debt levels. “Many companies in the industry will default in the next 12 weeks,” says Seara. He advises companies to prioritise employees and cash flow now, before starting to plan for a post-outbreak recovery, which, in any case, is a long way away."
"Coronavirus likely to spur reshoring in fashion
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Analysts say the impact to fashion and luxury will be worse than the recession a decade ago, and has already resulted in millions of employee furloughs and lay-offs, early spring discounting from brands and department stores, and cancelled autumn/winter orders that have sent shockwaves throughout fashion’s supply chain. According to the Bangladesh Garment Manufacturers and Exporters Association, $2.87bn in orders have already been cancelled or suspended, affecting 2.1m workers.
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Executives and designers say they have already begun to re-evaluate their supply chains in light of the pandemic. Movements to revive local manufacturing have been under way in countries such as the US, which as of 2015 imports 97 per cent of its clothes
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In 2018, one-third of US chief purchasing officers surveyed in a McKinsey report said they expected to increase reshoring."
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