下面是小编为大家整理的COVID-19会如何改变美国消费者,供大家参考。
al n
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te
n
I
-
d e
t
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tr s
Re
FOC U S
E qu ity
R e s ear c h
22
A p r il
2020
U.S.
T hematic
Identity
( after )
Crisi s:
How
CO VID - 19 Cou ld Change
the
U.S.
Co nsu mer
W e
b elie v e
th e
C OV I D - 19
c ri s i s
i s
s hap i ng
a
n e w
ty pe
of
U . S.
c on s um er .
Som e
of
th e s e b e h avi or s
are
alre ad y
e v i den t
w h ile
n e w er
on e s
c ou l d
e m er g e
i n
th e
aft er m at h .
B u t,
at th e
v ery
leas t,
a
c hang e
i n
th e
pos t- C OV I D - 19
c on s um er ’s
b e h avi o r s ,
h abits ,
an d pr e f ere n c e s
w ou l d
i mpa c t
a
w i de
s p e c tr um
of
s e c tor s ,
f r om
C o n s um er
Sta pl e s
to C on s um er
Di s c reti on ary ,
I n ter n e t ,
M e di a,
Hom e bu il ding ,
Au tos
an d
B u s i n e ss Se r v i c e s .
W it h
t h is
in
mind,
13
Bar c la y s
Sen ior
Equit y
A n a l y s t s
h av e
t aken
c r ea t ive licen s e
a n d
c om p iled
t h eir
v i ews
on
t h e
p os s ible
key
behavior s
a n d
c h ara c t er is t ics t h a t
c ould
define
t h e
p os t - C OVI D - 19
c on s um er ,
a n d
i m p or t a n t ly ,
h ow
t h i s
c on s u mer c ould
im p a c t
t h eir
r esp ec t ive
indus t ries .
W e
would
exp ec t
t h e
p os t - C OVI D - 19
U. S
c on s um er
t o
be
mor e
mindful
o f
c rowd s , p la c e
a
gr ea t er
em ph a s i s
on
hygien e
a n d
s a n it a t ion ,
s h op
online
mor e, a n d
be
mor e c os t - c on s c ious .
W e
h ave
g on e
on e
st e p
fu r th er
to
th i n k
abou t
h ow
th e
e n tirety
of
th e pandem i c
c ou l d
c hang e
th e
U . S.
c on s um er
ac r os s
15
li f e s tyle
an d
s oc ietal
as p e c ts
-- f r om
w h ere
w e
li v e
an d
w h at
w e
do
at
h om e
to
h ow
we
ap p r oac h
pub li c
h eal th .
W h ile an e c dota l ,
w e
b elie v e
th i s
exer c i s e
h el ps
to
re v eal
j u st
h ow
p er v asi v e
s om e
of
th e
m aj or c hang e s
c an
b e
an d
poin t
ou t
s om e
of
th e
le ss
ob v i ou s
poten tial
c hang e s .
W e
believe
a ll
s ec t or s
d is c u ss ed
in
t h is
repor t
c ould
be
im p a c t ed
by
lon g - t erm c on s um er
c h a n ges
t o
s om e
d egr ee .
C r owd
av oidan c e
c an
i nform
c o n s um er pr e f ere n c e s
i n
e v ery th i ng
f r om
h ou s i ng
to
travel .
M os t
c om pan ie s
w ou l d
n ee d
to addr e ss
a
f oc u s
on
h y g ie n e
an d
s an itati on .
A cc elerate d
on li n e
s h opp i ng
c u ts
ac r os s c on s um er
s ta p le s
an d
di s c reti on ary
an d
c ou l d
e v e n
b e c om e
th e
p ri m ary
c hann el
of bu yi ng
b i g
ti c ke t
ite m s
s u c h
as
c ar s .
Th at
s ai d,
w e
w ou l d
h i gh li gh t
Sta pl e s ,
Re s ta u r an ts , Spe c ialty
Retail ,
App arel ,
&
E - C om m er c e ,
C able ,
M e di a
&
T ele c om ,
an d
I n ter n e t ,
as
th e i ndu s trie s
pe r hap s
mos t
likely
t o
b e
s i gn i f i c an tly
altere d
ove r
t h e
l on g
ter m .
T o
be
s ur e, t h er e
is
likely
p en t
up
d es ir e
t o
r et urn
t o
life
a s
it
wa s
befor e
C OVI D - 19 , t h us
ma ny
of
t h e
r ec en t
c h a n ges
in
c on s um er
behavior
c ould
un wind
on c e
“ stay
at h om e ”
order s
ar e
lift ed .
Fu r th er ,
c om m er c ial
avail ab ility
o f
a
v ac c i n e
c ou l d
re - i n s till
a s e n s e
of
safe ty
i n
th e
U . S.
c on s um er .
Howe v er ,
h i nds i gh t
s ugg e sts
th at
s om e
b e h avi o ral an d
s oc ietal
c hang e s
s pu rre d
b y
a
pandem i c
c an
b e
lasti ng ,
an d
a
v ac c i n e
m ay
not
b e avail abl e
for
at
lea st
anoth er
year
at
w h i c h
poin t
b e h avi or s
c ou l d
b e
mor e
i ng rai n e d . La s tly ,
a
p r olon g e d
re c e ss i on
c ou l d
rei nfor c e
s om e
of
th ese
li f e s tyle
an d
s oc ietal c hang e s .
Al l
s ai d,
w e
re c og n i ze
th at
th e
c hang e s
w e
pos i t
are
h i gh
le v el ,
not
e xh au s ti v e ,
an d
th e s tor y
of
th e
c u rre n t
c ri s i s
i s
r ap i dl y
e v o l v i ng .
W i th
th at
i n
m i n d ,
w e
v ie w
th i s
exer c i s e
a s a
s tarti ng
poin t
for
an
on going
di s c u ss i on
an d
w el c om e
an y
f ee dbac k.
Bar c lay s
C a p i t al
I n c .
a n d / o r
o n e
o f
i ts
a ff ilia t e s
do e s
a n d
s ee ks
t o
do
bu s i n e ss
w i t h c o m p a n ie s
c o v ere d
i n
i ts
re s ear c h
re po r ts .
A s
a
re s u l t ,
i n v e st o r s
s h o u l d
b e
a w are
t h a t
t h e f ir m
m ay
h a v e
a
c o nf li c t
o f
i n t ere st
t h a t
c o u l d
a ff e c t
t h e
o b j e c t i v i t y
o f
t h i s
re po r t .
I n v e st o r s s h o u l d
c o n s i d er
t h i s
re po r t
a s
o n ly
a
s i ng le
f a c t o r
i n
m a k i ng
t h eir
i n v e st m e n t
d e c i s i o n .
T h i s
re s ear c h
re po r t
h a s
b ee n
p re p are d
i n
w h o le
o r
i n
p ar t
b y
e qu i t y
re s ear c h
a n aly sts b a s e d
o u ts i d e
t h e
U S
w h o
are
n o t
re g i st ere d / qu ali f ie d
a s
re s ear c h
a n aly sts
w i t h
F I N R A .
P L E A S E
S EE
A N A L Y S T
C E R T I F I C A T I O N ( S )
A ND
I M PO R T A N T
D I S CL O S U R E S
BE G I NN I N G
O N
P A G E
37 .
I NDU S T RY
UPD A T E
U . S .
T h ema t i c
Gal y a
La ska r
+ 1
212
526
7052
g al y a. laska r @ b a r c la y s . co m BC I,
US
N or t h
Am e r i c a
Fo od
&
S t a ple s
R et a iling Karen
S hor t
+ 1
212
526
7146
kare n. s ho r t @ b ar c la y s . co m BC I,
US
U . S .
C HPC
&
Bever a g e s Lau ren
R .
Lie b e rma n
+ 1
212
526
3112
l aur e n. lie b e r m an @ b ar c lays . co m BC I,
US
U . S .
Fo od And r ew
Laz ar
+ 1
212
526
4668
and r e w . lazar @ b ar c lays . co m BC I,
US
U . S .
Res t a u ra n t s J effr e y
A.
Be r ns t ein
+ 1
212
526
3855
j e ff r e y . b e r ns tei n@ b a r c lays . co m BC I,
US
U . S .
S pe c ia lt y
R et a il, A ppar el
&
E - C omm er c e Ad r i enne
Y ih
+ 1
212
526
5257
ad r ie nne . y i h@ b a r c lays . co m BC I,
US
U . S .
Le i s u r e
&
Gam ing Felic ia
R .
H endr ix
+ 1
212
526
5562
fe li c i a. he nd r i x@b a r c la y s . co m
U . S .
Lo d g ing Antho ny
F.
Pow ell
+ 1
212
526
8768
ant ho ny . p o we ll @ b ar c lays . co m BC I,
US
U . S .
Au t o s
&
Au t o
Par t s Bria n
A.
J o hnson
+ 1
212
526
5627
b r i an. a. j o hn s on@ b a r c lays . co m BC I,
US
C ON TRIBUTI N G
A U TH ORS
U . S.
Them a tic
U . S.
Leisur e
&
G a m ing
Galya
Las k ar
+ 1
212
526
7052
g al y a. laska r @ b a r c la y s . co m BC I,
US
Felic ia
R .
H endr ix
+ 1
212
526
5562
fe li c i a. he nd r i x@b a r c la y s . co m BC I,
US
N o r th
A m er ica
F oo d
&
St ap les
Retail ing
U . S.
Lodgi ng
Karen
S hor t
+ 1
212
526
7146
kare n. s ho r t @ b ar c la y s . co m BC I,
US
Antho ny
F.
Pow ell
+ 1
212
526
8768
ant ho ny . p o we ll @ b ar c lays . co m BC I,
US
U . S.
CHPC
&
Bev er ages
U . S.
A uto s
&
A uto
P arts
Lau ren
R .
Lie b e rma n
+ 1
212
526
3112
l aur e n. lie b e r m an @ b ar c lays . co m BC I,
US
Bria n
A.
J o hnson
+ 1
212
526
5627
b r i an. a. j o hn s on@ b a r c lays . co m BC I,
US
U . S.
F oo d
U . S.
Ho m ebu il d ing
&
Buil d ing
P r o d u ct s
And r ew
Laz ar
+ 1
212
526
4668
and r e w . lazar @ b ar c lays . co m BC I,
US
M a tt hew
Bo u le y
+1
212
526
9029
m att he w. b o ul e y @ b ar c lays . co m BC I,
US
U . S.
Rest auran ts
U . S.
Busin ess
&
P r o fes sio nal
Serv ices
J effr e y
A.
Be r ns t ein
+ 1
212
526
3855
j e ff r e y . b e r ns tei n@ b a r c lays . co m BC I,
US
M anav
Pat naik
+ 1
212
526
2983
m anav . p at nai k @ b ar c la y s . co m BC I,
US
A m er icas
A gr ibusin ess
U . S.
Cable,
Sat ellite
&
Tele co m
S er v ices
Benja min
M .
T h eur er
+ 52
55
5241
3322
b e nj am i n. t heur e r @ b ar c lays . co m BB M X ,
M exi co
Kanna n
V en k a t e s hwar
+ 1
212
528
7054
k annan . v e nk ates hwa r @ b a r c la y s . co m BC I,
US
U . S.
Spec ialt y
R etail ,
A pp arel
&
E - Comm er ce
U . S.
Internet
Ad r i enne
Y ih
+ 1
212
526
5257
ad r ie nne . y i h@ b a r c lays . co m BC I,
US
R o ss
S and ler
+ 1
415
263
4470
r o ss . s an d le r @ b a r c la y s . co m BC I,
US
F or
a
c om p rehen s ive
lis t
of
r el a t ed
C OVI D - 19
r es e ar c h ,
p lea s e
s ee
p a ge
36
C ON TEN TS
CONTR IB U TING
A U T H OR S
................................................. 2
E X E CU TIVE
S U MM A RY
..................................................... 4
HIND SIG HT
IN
2020 :
WHY
WE
BE LIEV E
TH E
CO NS U MER
WILL CHA NG E
...................................................................... 6
S U MM A RY
G RID :
HO W
CO NS U MER
BE HA V IO R
COU L D
CH A NG E
.... 7
TH E
CONS U MER
PRIOR
T O
COVID - 19
................................... 9
Lif e s tyle
As pe c ts
........................................................................................ 9
Soc ietal
A s pe c ts
....................................................................................... 10
TH E
CONS U MER
DU RI NG
COV ID - 19
................................... 12
Lif e st yle
As pe c ts
....................................................................................... 12
Soc ietal
A s pe c ts
....................................................................................... 14
TH E
CONS U MER
A FT E R
COVID - 19
..................................... 15
Lif e st yle
As pe c ts
....................................................................................... 15
Soc ietal
A s pe c ts
....................................................................................... 19
POTENTIA L
S E CTO R
I MP LIC...
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