We welcome our RaboResearch analysts to answer your questions regarding the macro impacts of Coronavirus across the F&A industry. The participating analysts will give an overview of challenges facing their sectors, and then will answer pre-submitted questions. We’ll open up the last 20 minutes for a live Q&A with the audience.
o JP Frossard & Nick Fereday - Consumer Foods Analyst
o Steve Rannekleiv & Bourcard Nesin - Beverage Analyst
o Tom Bailey - Senior Dairy Analyst
o Xinnan Li - Supply Chain Packaging Analyst
o David Magana - Produce Analyst
o Sam Taylor – Ag Inputs Analyst
Potential topics covered:
o How this pandemic compares to previous financial crises and how you anticipate the recovery may be different
o Which corporates may benefit from this experience and which will struggle
o Potential short and long term business model concerns
o Key vulnerabilities startups should work to strengthen
o Key startup opportunities given macroeconomic / corporate response
Take a look at their ongoing Coronavirus research by sector here: https://research.rabobank.com/far/en/sectors/regional-food-agri/Updated-Coronavirus-Impact-F-and-A.html.
Please submit your questions by 3/26 through this survey! https://www.surveymonkey.com/r/GG8LFP5