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In April 2020, I-Sec analysts wrote ‘Andra tutto bene’ (everything is going to be alright!) in which we analysed the likely changes to consumption, industry structures etc. In April 2021, we revisited the thoughts, we looked beyond the noise, and present potential changes in operating environment and likely beneficiaries – Va tutto bene (everything’s fine!).

A root-cause-analysis of every trend indicates that it’s a consumer / customer behaviour change. We present to you the most important trends, beneficiaries, potentially negatively impacted stocks across 20 sectors. Please find below the links to Va tutto bene reports across these 20 sectors for detailed trends.

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