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Innovation will weaken short-term credit quality, but crucial for incumbents' survival
February 19th 2019 (5.40 mins)
Vincent Gusdorf, Marina Albo
In this episode of Moody’s Talks, Vincent Gusdorf, Vice-President Senior Analyst, European retailers, and Marina Albo, Managing Director, EMEA Corporate Finance, discuss retailer investment in innovation as an attempt to sustainably improve credit quality. Looking into customer demand and shopping habits, Vincent and Marina explore traditional retail outlets, online marketplaces, and the impact of artificial intelligence.
Retail - Europe: Incumbents must innovate to maintain market shares at the expense of short-term credit quality erosion
​To stop the erosion of their credit quality, retailers must invest in innovation to strengthen their brand and restructure their store portfolio.​
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