Nova Realidade Covid-19 após 1 ano

Overview KPMG The consumer and retail sector is a major driver for the country in terms of investments, growth and transformation of the business environment, directly related to socio-economic development. In 2020, the beverage and food segment had revenues of R$789.2 billion, representing 10.6% of GDP and 24.2% of jobs in the manufacturing industry. Online sales registered a record increase in 2020 of 68%, according to data from the Brazilian Association of Electronic Commerce (ABComm), in partnership with Neotrust, reflecting the restrictive measures to close physical stores due to the pandemic, which consequently, the number of companies that decided to enter e-commerce increased. It is also estimated that 20.2 million consumers made a purchase on the internet for the first time in 2020 and 150 thousand stores also started selling through digital platforms. There were more than 301 million purchases over the internet, with an average value of R$419, according to the balance sheet. South America, like other regions, is facing unprecedented challenges due to the crisis caused by the new coronavirus. On the other hand, one of the effects considered of the current scenario has been the acceleration in the adoption of digitalization, as well as the acceleration of different changes that, although gradual, were already taking place before the outbreak, transforming supply and demand in several areas. In this context, we see an excellent opportunity in the South American market, as the pandemic boosted transformation processes, thus shaping a new market. Given this situation and, mainly, because of the speed with which it requires changes, the evolution of the business model, the purpose, customer choice and the weight of operating costs represent trends, whose role is crucial in the strategic pursuit of retail companies and consumer goods for remaining solid, sustainable and well positioned in the market. © 2021 KPMG Auditores Independentes Ltda., a Brazilian limited liability company and a member firm of the KPMG global organization of independent member firms affiliated with KPMG International Limited, a private English company limited by guarantee. All rights reserved. BD210890 Página | 56

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