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As the U.S. economy and stock market recover from the Covid-19 pandemic, investors are returning to their pre-pandemic expectations for how companies report financial results.
While investors have maintained their pandemic-driven focus on companies making long-term investments, they have shifted their expectations for earnings and guidance back to “less permissive pre-pandemic norms,” according to Boston Consulting Group’s most recent Covid-19 investor pulse survey. Investors’ recovery-driven mindsets are also evident in their shifting approach to capital allocation, with survey respondents focusing less on capital preservation and more on capital distribution.
From April 29 to April 30, BCG surveyed “leading” investors, representing investment firms with over $5 trillion in combined assets under management, about their expectations for the U.S. economy and stock market and their perspectives on impending decisions from corporate executives and boards of directors.
The Pandemic s Effects Have Widened the Gap Between Industry Leaders and Laggards in Value Creation
BCG s 2021 Value Creators Ranking Finds More Pronounced Divergence Across Regions and Industries Driven by Pandemic
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BOSTON, May 7, 2021 /PRNewswire/ The upheavals induced by COVID-19 generally widened preexisting gaps between leaders and laggards across industries and regions in the 2021 Value Creators Rankings, released today by Boston Consulting Group (BCG). This is the 23rd annual edition of the rankings, which shed light on patterns and characteristics of the world s top value creators. The widening gap in value creation trajectories raises the stakes for all companies going forward, said Alexander Roos, a BCG managing director and senior partner. Top performers must deal with record-high expectations and valuation levels, while underperformers face mounting pressure, including from activists ready to engage after w