Gauging The Impact of Coronavirus On Latam e Commerce Americas Market Intelligence 3 26 20
Gauging The Impact of Coronavirus On Latam e Commerce Americas Market Intelligence 3 26 20
Gauging The Impact of Coronavirus On Latam e Commerce Americas Market Intelligence 3 26 20
LatAm E-Commerce
analytical voice
in Latin American
sectors:
• Payments Our teams have executed
• Logistics Full coverage
3000+ projects
In Latin American &
• Consumer services of Latin America and the
Caribbean
Caribbean markets
since 1993
• Natural resources
• Industrial
• Healthcare
2
Legal Notice
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represent only the views of the AMI speaker(s)
and not of the panelists who are participating in today’s webinar or their respective companies.
Whenever possible, AMI has verified the accuracy of the information provided by third parties, but does not under any
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It is expected that webinar attendees will use the information provided in this webinar in conjunction
with other information and with sound management practices. AMI therefore will not assume responsibility
for commercial loss due to business decisions made based on the use or non-use of the information provided
in today’s webinar.
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Webinar agenda
Introductions
4
Introductions
5
Today’s presenters
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A global view
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Coronavirus cases in Latin America
Latin America has enough hospital beds and clinics but not enough ICU beds and ventilators
% of basic
% of ICU beds
5-day trailing How many 5-day trailing hospital beds
to be
daily avg days ago Active cases *Total cases *Total cases daily growth to be
Country occupied by
growth rate was 100th 3/26/20 4/2/20 5/02/20 rate occupied by
COVID (4% of
(03/28/20) case? (05/02/20) COVID (25% of
cases)
cases)
26% Argentina 6 502 2,348 110,459 5% 4.7% 142%
23% Brazil 11 2,554 10,499 598,443 8% 9.7% 272%
25% Colombia 7 470 2,054 68,167 5% 6.9% 211%
21% Chile 9 1,142 4,015 51,925 3% 9.5% 277%
15% Mexico 7 405 1,236 21,264 5% 0.9% 28%
13% Peru 8 480 1,222 9,163 2% 1.3% 44%
18% Switzerland 19 10,897 26,552 98,022 1% 18.9% 206%
12% Taiwan 7 235 473 1,379 1% 0.1% 2%
7% Iran 28 27,017 43,054 120,350 1% 7.4% 294%
*Case number projections assume that each country maintains strict social distancing policies till the end of April 2020
Demographic
vulnerability
Germany USA China Brazil
% Pop
over 75 11.3% 6.7% 4.7% 3.6%
Rebound Political/cultural
vulnerability vulnerability
LatAm
USA
EU USA E. Asia LatAm
Eastern Asia Overall
Europe vulnerability Med-high Med-high Low High
10.0%
5.0%
0.0%
Q1 - 2020 Q2 - 2020 Q3 - 2020 Q4 - 2020 Full year - 2020 Full year - 2021
-5.0%
-10.0%
-15.0%
COVID-19, like SARS did for China in 2003, will prove a catalyst of change for e-commerce buying habits in the Americas
COVID-19 → 95% drop in Chinese business travel (mid-Jan to mid-Mar 2020) Online travel
(plane tickets, hotel reservations, car
rentals)
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Poll question #2
-100 0 100
0% to -30%
Around 0%
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Coronavirus and payments
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Redistribution of e-commerce spend in 2020
Major disruptions in March and April, creating a total market decline of 12% YoY in overall e-commerce in 2020
35%
0% Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
-92%
Retail Travel Digital goods Overall Sources: AMI analysis
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Some return to normalcy in 2021, with some caveats
Some permanently changed consumer behaviors based on a new paradigm
Delivery services
Retail 6%
Travel -6%
Overall 23%
Virtual content, entertainment,
socializing, communication (compared to 43% pre-epidemic)
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Other payments industry opportunities
Now is the time to push education of remote payment and banking opportunities
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PANEL DISCUSSION With Jaqueline Bartzen
of
EBANX
The
The Impacts
Impactsof
of COVID-19
COVID-19
on
on the
the e-commerce
e-commerceandandlogistics
logisticsindustries in
industries
Latin America
in Latin America
Presented
Presentedby:
by:
Diego
Diego Rodríguez
Rodríguez
20
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The perfect storm for logistics disruptors
• Last mile firms and delivery apps are forcing employees to make contactless
deliveries in CO, AR, CL
• Delivery apps are discouraging the use of cash to reduce the risk of
contagion
• Guaranteeing safer delivery standards could mean thriving while others go
bankrupt
• Supermarkets in the region promote phone and online orders for home
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delivery
March 16th signaled the beginning of drastic measures in LatAm
Borders closed for goods and trade grounded 95% of its fleet
Reduced air freight capacity cut 70% and Gol All of its Int flights
Only cargo/military
planes are permitted to
• Cross-border e-commerce is the most impacted as it land/depart
relies heavily on belly freight
• Logistics players with own assets are better prepared to
serve customers that will switch to air from ocean
freight Cancelled all
• Delays in LAC customs are starting to kick-off as international flights
except special flights to
government agencies workforce is reduce because of sick cut 70% of its flights
rescue Argentines 22
staff and furloughs of workers at high risk of contagion stranded abroad
The disruption of supply chains in LatAm follow a domino effect
e. Individualized consulting
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Next steps
Let AMI help guide your next steps at this critical time
2019-2023
Phone Payments
E-commerce
consultations Coffee Chat
Report
Get AMI insight into your Detailed e-commerce industry A free, informal Q&A with
specific situation forecast considering the Lindsay Lehr on anything
impact of COVID-19 payment-related
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Ask us your questions
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