Impact of the Russia-Ukraine Conflict on Retail Industry – Thematic Research

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The Russian invasion of Ukraine has had global impacts on the retail sector. The initial shock sent energy prices rocketing, and the sudden lack of availability of raw materials and staple crops is pushing up the cost of living for consumers worldwide, compounding the inflationary impacts of the global supply chain crisis. Consumers in rich economies are largely sympathetic to the plight of Ukrainians and quickly took to social media to demand that global brands stop selling in the Russian market and that retailers halt their operations in the country.

All these factors have substantially changed how global retailers operate, but retailers are affected differently depending on their exposure to various supply chains, the location of their factories compared to their markets, whether the company is publicly or privately held, and the geographic location of their biggest markets.

Retail Industry Analysis

Apparel: The clothing and footwear sector was massively disrupted during the pandemic, and its recovery is now being jeopardized by high inflation rates that have been compounded by Russia’s invasion of Ukraine and global supply chain disruption. In addition to the local economic impacts, the effects of the crisis will be felt globally as oil and gas prices will increase further, worsening the inflationary pressures already weighing on consumers’ discretionary spend.

Food and Grocery: The Russian invasion of Ukraine is disrupting the food supply throughout the world, especially that of sunflower oil, wheat, and corn. The impact of the conflict on the food and grocery sector will be more significant if Ukrainian farmers are not able to plant crops like corn in the next harvest season, reducing the raw materials available for human and animal consumption. Such a shortage of grain feed would lead to increases in dairy and meat prices, placing further pressure on consumers’ spending.

The industry analysis section also covers:

  • Electricals
  • Health and Beauty
  • Home

Key Trends

The main trends shaping the fallout from the Russian invasion of Ukraine are classified into three categories: transportation trends, regulatory trends, and raw material trends.

Transportation Trends: Shipping companies no longer dock in Russian and Ukrainian ports and Russia retaliates against Western bans on Russian planes by closing its airspace.

Regulatory Trends: The report highlights the key regulatory trends impacting the retail industry, including sanctions, boycotts, and payment systems.

Raw Material Trends: The raw material trends impacting the retail industry are staple crop production, rare gas supply disruption, and wood exports.

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Impact of the Russia-Ukraine Conflict – Value Chain Analysis

The value chain of the impact of the Russian invasion of Ukraine can be categorized into impact on raw materials, impact on manufacturing, impact on transportation, and trading impact.

Impact on raw materials: The economic consequences of the shortage of raw materials due to the Russia-Ukraine crisis are significant and have disrupted global supply chains. The conflict is inflicting price hikes on raw materials along with rare gases, as the suspension of operations of Ukrainian ports and halted cargo shipments compounds the shortages.

Russia-Ukraine Conflict Theme, by Value Chain

Russia-Ukraine Conflict Theme, by Value Chain

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Leading Companies in the Retail Industry

Some of the companies making their mark within the retail industry in the wake of the Russian invasion of Ukraine are:

  • Adidas
  • ASDA
  • Apple
  • Gucci
  • Fast Retailing
  • H&M
  • IKEA
  • Inditex
  • Mothercare
  • Richemont

To know more about the retailers in the Russia-Ukraine conflict theme, download a free report sample

Retail Sector Scorecard – Impact of the Russia-Ukraine Conflict Theme

At GlobalData, we use a scorecard approach to predict tomorrow’s leading companies within each sector. Each sector scorecard has three screens:

The thematic screen ranks companies based on overall leadership in the 10 themes that matter most to their industry, generating a leading indicator of future performance.

The valuation screen ranks our universe of companies within a sector based on selected valuation metrics.

The risk screen ranks companies within a particular sector based on overall investment risk.

Retail Sector Scorecard – Thematic Screen

Retail Sector Scorecard – Thematic Screen

To know more about the sector scorecards, download a free report sample

Impact of the Russia-Ukraine Conflict Theme Overview

Russia-Ukraine Conflict Trends Transportation, Regulatory, and Raw Material
Report Pages 32
Value Chains Raw Materials, Manufacturing, Transportation, and Trading Impact
Leading Companies Adidas, ASDA, Apple, Gucci, Fast Retailing, H&M, IKEA, Inditex, Mothercare, and Richemont

Scope

The report provides:

  • An overview of the potential outcomes and impacts of the Russian invasion of Ukraine, and the impacts of this on raw materials, manufacturing, transportation, and the trading impact in retail.
  • Outlines of the retailers that will be less affected by this theme, as well as those whose operations will be the most affected.
  • The key transportation, regulatory, and raw materials trends impacting the theme and a timeline of the major milestones in the conflict.

Reasons to Buy

  • Themes are disruptive, so it’s easy to be blindsided by industry outsiders who invade your sector. Understanding the themes ecosystem will get you ahead of the curve.
  • Understand the themes emerging in 2022, allowing you to grasp a wider view of changes in consumer behavior and how they will impact your markets.
  • Explore how emerging themes in retail are allowing industry leaders to evolve, so you can better position yourself for long-term success.
  • An easy-to-use framework for tracking themes across all companies in all sectors.
  • Companies who invest in the right themes become success stories; those who miss the big themes end up as failures.

Adidas
Amazon
Apple
ASDA
ASOS
Auchan
Dell
Dolce & Gabbana
Estee Lauder
Familia
Fast Retailing
Ferragamo
Gucci
H&M
IKEA
Inditex
Lenovo
L'Oreal
LVMH
Magnit
Mothercare
O'KEY
Realme
Richemont
Sainsbury's
Tesco
The Body Shop
TJX Companies
Versace
Wildberries
X5 Retail

Table of Contents

Executive summary

Players

Thematic Briefing

Trends

Industry Analysis

Timeline

Value Chain

Companies

Sector Scorecard

Future Reading

Our thematic research methodology

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