c19 winners and losers - yieldpro.com · c19 winners and losers source: zoom reports second quarter...
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C19 winners and losers
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BIG BOXbrick and mortar, digital Target, Walmart, Home Depot
ZOOMvideo conferencingSan Jose, Calif.
3.1mmembers, doubled Y/Y. Revenue nearly tripled to $607 million in Q2.
$90btotal revenue Q2, Amazon handled half of all online sales, 14 percent of all retail sales
24%
Y/Y revenue gain for Target; Walmart 97 percent spike in e-commerce Q2; Home Depot 9 percent increase in revenue.
PELOTONsmart exercise equipmentNew York, N.Y.
$664mrevenue growth May to June, driving Y/Y profits from $5.5 million to $186 million
VIDEO GAMESXbox, PlayStationMicrosoft, Sony
200%Sony doubled sales in Q4. Activision Blizzard revenue rose 38 percent Q/Q.
GUNSguns, ammonational sales spike
95%increase in gun sales. Ammo sales 139 percent up Y/Y.Five million are first time gun buyers and sales were only slowed by inventory and back-ground check backlog.
AMAZONe-commerceSeattle, Wash.
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C19 winners and losers
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AIRLINESACCOMODATIONSHotels, casinos
$154mMaryland-based Marriott losses Q2. It’s worldwide occupancy was down to 11 percent. One of many examples in the industry.
MOVIE THEATERAMC, largest U.S. chain revenue loss in Q2
99%
Not only did theaters close during the worst quarter since 1920, but big studios also put major projects on hold.
$1bDelta, American, United losses in Q2. Southwest lost $915 million. All have made or plan to make major workforce cuts.
GOOGLEholds 87 percent of U.S. search engine market shareNationally
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$165blost restaurant sales in March through July with 8 million workers furloughed.
RESTAURANTSSizzler and Chuck E. Cheese filed bankruptcy, Olive Garden’s revenue dropped 43 percent.
HOUSES OF WORSHIPand associated schools
150U.S. Catholic schools shuttered due to financial pressures from C19. Even while, against the Constitution, church closings are causing financial, emotional and operational hardship.
2%decrease in Google ad sales in Q2. Google’s first ever fall as advertisers pull back on budgets.
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