<코로나 속에서 호황인 14개의 기업 : Activision Blizzard (ATVI), Electronic Arts (EA),Nintendo (NTDOF), Clorox (CLX) ...>

 

<코로나 속에서 호황인 14개의 기업>

:Activision Blizzard (ATVI), Electronic Arts (EA),Nintendo (NTDOF), Clorox (CLX) ...

 

조금도 과장 없이 말해서, 코로나 전염병은 산업에 큰 우환을 가져왔다. 

대량해고와 일시적 해고로 3월 중순부터 미국 노동자의 21%가  실업수당을 신청하고 있다.  경제전문가들은 이미 경기 침체가 시작 되었다고 한다.

몇개의 주는 다시 재개를 시작했지만, 다수의 사라진 직업들은 다시 회복하기 어려울 것이다.

그러나 이런 대격동기에도 몇 기업들은 소비자 추세의 급격한 변화로 호황을 누리고 있다.

식당, 음식점, 헬스장들이 수백만의 미국인들이 코로나 바이러스 증식을 멈추기 위해 집에 머무르는 까닭으로 텅 비었고 이런 이유로 몇 기업들이 새로운 비즈니스 기회를 창조해냈다.

 

액티비전 블리자드, 일렉트로닉 아트, 닌텐도

1인칭 슈팅게임, 축구, 귀여운 동물과 같은 유명 비디오 게임들이 대형 게임회사에 중요 요소로 자리매김 하고 있다.

액티비전 블리자드의 콜오브 듀티: 모던 워 페어는 지난 9월에 출시되었고 출시 이후 이전 어느 시즌 보다 가장 큰 매출을 올리고 있다. 1분기에 약 15억2천만 달러의 판매액을 기록해 작년 12억6천만원과 대비해 21%의 성장을 이뤘다.

일레트로닉 아트는 4분기 수익이 작년 동시 대비 12%상승했다. 피파, 매든 NFL, 심즈4 덕분에 매출이 상승했다. 집에서 칩거하며 오락거리를 찾는 사람들로 부터 매출 상승의 도움을 받았다.

닌텐도는 연매출액이 41% 성장해 지난 9년중 최고를 기록했다. 

2020년 첫 3개월간 수익이 지난 분기 대비 3배 상승했다.

이번 애니멀 크로싱 출시의 (유토피아 섬을 배경으로 한 게임 세트) 대 성공으로 봄 판매액이 크게 상승한 것이다.

닌텐도사는 출시 6주만에 1300만 개의 게임 패키지를 판매했다.

닌텐도 스위츠 콘솔은 지난 해 2100만개의 패키지를 팔았고 현재 구하기 어려운 상태다. 

 

클로락스,  레킷 벤키저

사람들이 집 구석구석을 끊임 없이 소독하고 표백하고 있다.

이같은 이유로 세계 제일의 청소 제품 제조사인 클로락스와 레킷 벤키저사는 특수를 누리고 있다.

클로락스는 1분기 전체 매출이 15%증가했다고 발혔다. 클로락스의 청소 부문의 물티슈와 락스 판매율은 32% 뛰었다.

고양이 배변 모래와 바베큐 그릴용품의 수요도 늘어서 가정용품 부문의 판매실적에 2% 상승을 더했다. 

리졸 소독제와 데톨을 제조하는 영국 레킷 밴키저사 역시 기록적인 판매치를 보여주고 있다.

1분기 판매량은 소독 제품 큰 수요 덕에 13.5%상승했다.  (이 기업이 각광을 받고 있는것은 오직 자사 제품의 큰 수요 때문만은 아니다.)

3월과 4월에 에어 스프레이 타입의 살균제는 판매가 230.5% 증가했고 다목적 세정제는 올해 초 부터 109.1% 상승했다.

 

 

<Business is booming for these 14 companies during the coronavirus pandemic>

The coronavirus pandemic has been, to say the least, grim for business. 

Widespread layoffs and furloughs have prompted about 21% of the US labor force to file for unemployment benefits since mid-March, and economists say the United States is likely already in a recession.

 And even as states begin to reopen, many of the jobs that have been lost may never come back.

But during this upheaval, some companies been thriving because of dramatic shifts in consumer behavior.

Restaurants, bars, offices and gyms are largely empty as millions of Americans stay home to halt the spread of the coronavirus. That's created new opportunities for several companies.

 

Activision Blizzard, Electronic Arts and Nintendo

Popular video games like first-person shooters, football and cute animals have been a boon for the top gaming companies.

Activision Blizzard (ATVI) said "Call of Duty: Modern Warfare," which came out in September, has sold more copies than any other "Call of Duty" title at this point after its release. Sales were $1.52 billion in the first quarter, up 21% compared with last year's $1.26 billion.

For Electronic Arts (EA), fourth-quarter revenue grew 12% compared with last year. It was buoyed by FIFA, Madden NFL, The Sims 4. Like Activision, it also benefited from people staying at home and looking for a distraction.

 

Nintendo (NTDOF) said Thursday its annual profit surged 41%, its highest in nine years. 

And profit in the first three months of 2020 more than tripled compared with the previous quarter.

Sales this spring were driven by the breakout success of "Animal Crossing: New Horizons," a game set on an island utopia. 

The company sold more than 13 million units of the game in its first six weeks.

 The Nintendo Switch console also continues to be hard to find, with the company selling more than 21 million units during the last fiscal year.

 

Clorox Company and Reckitt Benckiser

People can't stop sanitizing, bleaching and cleaning every nook and cranny of their dwellings. 

That's benefiting Clorox and Reckitt Benckiser, the makers of the world's top cleaning products.

Clorox (CLX) said last week its overall sales jumped 15% for the first quarter. Sales of Clorox's cleaning segment, which includes its wipes and bleaches, jumped 32%. 

There was also "increased consumer demand" for cat litter and grilling necessities, which fueled a 2% sales increase in its household segment.

 

Reckitt Benckiser (RBGLY), the British company that makes Lysol and Dettol, is also seeing record sales. 

First-quarter sales rose 13.5% because of "strong consumer demand" for disinfectants. (The company has also found itself in the spotlight for more than just strong demand for its products.)

In March and April, the sales of aerosol disinfectants jumped 230.5% and multipurpose cleaners 109.1% from this time last year, according to research firm Nielsen.

 

https://edition.cnn.com/2020/05/07/business/companies-thriving-coronavirus-pandemic/index.html

Business is booming for these 14 companies during the coronavirus pandemic