Citi, Credit Suisse y JP Morgan penalizan a los gigantes de la moda por el coronavirus
Materias primas, producción, transporte y consumo. El coronavirus ha trastocado los principales eslabones de la cadena de valor de la industria de la moda e impactará de lleno en la cuenta de resultados de los gigantes del sector. Según los analistas, grupos como Inditex, H&M o Gap sufrirán el impacto en los próximos meses a medida que su efecto se extienda en Europa.
“Los minoristas de ropa en Europa se enfrentará en marzo a un riego particularmente alto de interrupciones como consecuencia del coronavirus, puesto que la propagación de la enfermedad supone una amenaza para la demanda”, han señalado analistas de UBS. “Los principales temores son ahora la posibilidad de un menor tráfico en las tiendas si los consumidores se quedan en casa y el que una mayor ralentización económica lastre los ingresos disponibles de los consumidores”, añadió.
Otra de las primeras advertencias llegó a principios de marzo. El banco suizo Credit Suisse estimó que la crisis del coronavirus reduciría el crecimiento de Inditex durante el primer trimestre de ejercicio, entre marzo y junio, y estimó un alza del sólo el 1,7%.
Credit Suisse estimó un alza del sólo el 1,7% en el primer trimestre de Inditex
La mayor parte del recorte de las ventas del grupo gallego se deberán, según la entidad, a China, que copa el 8% de la facturación de la compañía. Credit Suisse prevé que los ingresos de Inditex en el país asiático se reduzcan un 70% en febrero, un 50% en marzo y un 25% en abril.
Italia también penalizará los resultados del grupo en los tres primeros meses de ejercicio según la entidad bancaria, donde se prevé que caigan un 12%. Las estimaciones arrojan un ligero reprunte en el segundo trimestre, hasta el 4,9%, para retomar el ritmo en el tercero, con un alza del 7%, y en el cuarto, con un ascenso del 5%.
Este martes, otra entidad bancaria estimó el impacto del coronavirus en la cuenta de resultados del gigante gallego. Citi rebajó su estimación de beneficio por acción de Inditex en un 11% para 2021 y en un 8% para 2022 ante los posibles efectos del Covid-19.
“Inditex continúa muy expuesta a la región del sur de Europa y, en consecuencia, hacemos algunas suposiciones sobre el potencial impacto del coronavirus en limitar la demanda en Italia, España, Francia y Alemania”, señalaron los analistas de Citi. El gigante gallego publicará sus resultados anuales el próximo 18 de marzo.
Citi ha rebajado su estimación de beneficio por acción de Inditex en un 11% para 2021
La entidad también revisó sus estimaciones para H&M. Para el gigante sueco de distribución de moda, Citi estimaba un crecimiento de apenas un 1,5% en 2020 y una caída del beneficio neto del 6,3%.
Goldman Sachs también ha advertido sobre las ganancias del grupo sueco ante la crisis del coronavirus. La entidad estima las ventas del grupo en China disminuyan un 30% en el primer trimestre por el impacto de la epidemia. “Veremos una debilidad a corto plazo”, han señalado, por su parte, analistas de JP Morgan ante la evolución de H&M para los próximos meses.
Otro gigante de la gran distribución también recibirá un impacto en su cuenta de resultados ante la crisis del coronavirus. El consenso de analistas apunta a una caída del 1,7% en el cuarto trimestre.
Las ventas de lujo se reducirán un 3% en el primer trimestre
Los expertos también han opinado sobre el impacto del coronavirus en el lujo. Según analistas de Jefferies, las ventas globales de este sector se reducirán un 3% en 2020 debido al brote de la epidemia. Para LVMH, el mayor operador de lujo del mundo, estima que su cotización caiga un 5,8%, mientras que para Kering y Moncler, el descenso será del 6,4% y del 8,9%, respectivamente.
Nike, por su parte, también experimentará una caída de sus resultados ante la crisis del coronavirus. Analistas de Barclays estiman que el impacto será de entre 106 millones de dólares y 111 millones de dólares.
Para Under Armour, los analistas estiman que las acciones de la compañía se sitúen en trece centavos. Desde que la crisis del coronavirus contagió al mercado de valores, las acciones del grupo estadounidense han caído un 15%.
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