The Impact of the Ukraine Conflict and COVID-19 on African Markets

The Impact of the Ukraine Conflict and COVID-19 on African Markets

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This report explores the impact of conflict in Ukraine and the lasting direct and indirect effects of COVID-19 on African consumer markets. It looks at risk factors, opportunities and key trends.

Reasons to buy

 - Understand the key factors driving growth in African consumer markets
 - Identify who the winners and losers will be
 - Assess key risk factors
 - See how external events will shape market developments

Key Questions Answered

 - Will the Ukraine conflict have much of an impact?
 - Which countries will be affected (most)?
 - Can brands navigate risks and generate opportunities?

Table of Contents

Rising risks and volatility

 - Covid-19
 - Rising costs of food
 - Freight costs
 - Oil and fuel
 - Country risk

Key trends shaping 2022

 - Oil exporters
 - Export bans
 - Food insecurity
 - Price caps
 - Availability of fx
 - Domestic manufacturing and tariffs
 - Reformulation and trading down
 - Me too products and parallel trade
 - Packaging switching
 - Pressure on distributors
 - Disruptive buying platforms
 - The role of supermarkets

Conclusions