Source page: McKinsey & Company
Commentary
Investors need to understand the uneven effects of COVID-19 across industries
COVID-19 | Investing | Private equity
October 9, 2020 – We assessed how ten disruptive aspects of the COVID-19 pandemic are affecting 20 industries to help investors identify which developments will have a material impact on business models, revenues, future investments, and more.
To read the article, see “A rolling disruption: COVID-19’s implications for private equity and portfolio companies,” September 16, 2020.
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Visual form
Heatmap: sector-by-disruption impact matrix for COVID-19 effects across industries.
Layout / body structure
Sectors run down the left side, disruption factors run across the top, and the far-right column summarizes the overall impact for each sector. The matrix can be read row by row or factor by factor.
What is being compared
It compares 20 industry sectors against ten COVID-19 disruption forces, including labor availability, credit, social distancing, public health and safety, government support, low-touch operating models, digital and automation, supply-chain derisking, and consumption behavior.
Measurement system
Each cell uses a qualitative impact rating such as highly negative, negative, negligible, or positive. The overall column summarizes the combined effect for the sector.
Visible structure inside the graphic
Clusters of negative cells appear in sectors such as travel and hospitality, logistics, energy and utilities, industrial equipment, consumer durables, real estate, and retail. More positive or resilient cells appear in fintech, software, telecom, healthcare, and pharma and biotech.
Main takeaway from the visual
The chart shows that COVID-19 did not hit industries evenly. Some sectors face repeated disruption across many factors, while others have more resilient or positive business-model implications.
Key standout values or extremes
Real estate, travel and hospitality, logistics, energy and utilities, industrial equipment, and retail finish as highly negative overall. Fintech, software, telecom, healthcare, and pharma and biotech finish positive overall.
Controls / sequence, when applicable
This is a static heatmap matrix; there are no in-chart controls to operate.
Companion media, when applicable
There is no separate companion audio or video; the sector-impact heatmap is the full visual on this page.