Multi-sector Which industries are discussing Coronavirus most?

The Coronavirus was a frequent topic on earnings calls throughout Q1. The Earnings Call Theme Explorer monitors specific mentions of the virus to show which sectors are talking about it most.

  • Manufacturing sector earnings calls had the most mentions of COVID-19.
  • Within manufacturing, footwear discussed it the most often per call. Soap and other cleaning products were also high on the list.
  • In the retail and entertainment categories, mentions of COVID-19 increased relative to earlier in the quarter.
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Average mentions per transcript in Q1 2020 earnings season

Source: UBS Evidence Lab