www.eiu.com/industryIndustries in 2018A special report from The Economist Intelligence UnitThe world leader in global business intelligenceThe Economist Intelligence Unit (The EIU) is the research and analysis division of The Economist Group, the sister company to The Economist newspaper. Created in 1946, we have 70 years experience in helping businesses, financial firms and governments to understand how the world is changing and how that creates opportunities to be seized and risks to be managed. Given that many of the issues facing the world have an international (if not global) dimension, The EIU is ideally positioned to be commentator, interpreter and forecaster on the phenomenon of globalisation as it gathers pace and impact.EIU subscription servicesThe worlds leading organisations rely on our subscription service for its data, analysis and forecasts to keep them informed about what is happening around the world. We specialise in: Country Analysis: Access to regular, detailed country-specific economic and political forecasts, as well as assessments of the business and regulatory environments in different markets. Risk Analysis: Our risk services identify actual and potential threats around the world and help our clients understand the implications for their organisations. Industry Analysis: Five year forecasts, analysis of key themes and news analysis for six key industries in 60 major economies. These forecasts are based on the latest data and in-depth analysis industry trends.EIU ConsultingEIU Consulting is a bespoke service designed to provide solutions specific to our customers needs. We specialise in these key sectors: Consumer: Providing data-driven solutions for consumer-facing industries, we and our management consulting firm, EIU Canback, help clients to enter new markets and be successful in current markets. Healthcare: Together with our two specialised consultancies, Bazian and Clearstate, The EIU helps healthcare organisations build and maintain successful and sustainable businesses across the healthcare ecosystem. Public Policy: Trusted by the sectors most influential stakeholders, our global public policy practice provides evidence-based research for policy-makers and stakeholders seeking clear and measurable outcomes.The Economist Corporate NetworkThe Economist Corporate Network (ECN) is The Economist Groups advisory service for organisational leaders seeking to better understand the economic and business environments of global markets. Delivering independent, thought-provoking content, ECN provides clients with the knowledge, insight, and interaction that support better-informed strategies and decisions. The Network is part of The Economist Intelligence Unit and is led by experts with in-depth understanding of the geographies and markets they oversee. The Networks membership-based operations cover Asia-Pacific, the Middle East, and Africa. Through a distinctive blend of interactive conferences, specially designed events, C-suite discussions, member briefings, and high-calibre research, The Economist Corporate Network delivers a range of macro (global, regional, national, and territorial) as well as industry-focused analysis on prevailing conditions and forecast trends. The Economist Intelligence Unit Limited 2017 1Overview 2The global economy in 2018 8Automotive: Double challenge 9Company plans for 2018 152018 calendar: Automotive 17Consumer goods/retail: Apocalypse? No 19Company plans for 2018 232018 calendar: Consumer goods 25Energy: Sustainable momentum 27Company plans for 2018 312018 calendar: Energy 33Financial services: The future arrives 34Company plans for 2018 392018 calendar: Financial services 41Healthcare: Delicate operations 42Company plans for 2018 472018 calendar: Healthcare and pharmaceuticals 49Telecoms: Throttled? 50Company plans for 2018 542018 calendar: Telecoms 56ContentsINDUSTRIES IN 2018: A special report from The Economist Intelligence UnitINDUSTRIES IN 2018: A special report from The Economist Intelligence Unit2 The Economist Intelligence Unit Limited 2017OverviewTraditional business models will come under strain amid sweeping changes, many driven by technology. Despite the decent economic con-ditions, political risk will hang heavily over investment decisions.Each year The Economist Intelligence Unit issues a report forecasting how six industry sectors will develop globally over the coming year. This years report, which gives our forecasts for 2018, highlights how old ways of making money are fast going out of fashion. Perhaps the starkest example of this is in retailing, where online selling is dramatically disrupting the traditional shopping culture. That industry is not alone. Telecoms companies are facing new challenges from technology players, heightening already fierce competition, while established players in carmaking and energy are struggling to adapt to the rise of clean technologies. Pharmac