Retail, Disrupted: The P&P Matrix

​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.