How to Profit from Disruption

The internet has turned the consumer world upside down - we look at the leaders and laggards from areas like travel, payments, and cybersecurity

James Gard 21 January, 2020 | 11:55AM

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Almost every aspect of life is being disrupted, from the way we shop to how we book our holidays. Usually this means more choice and better prices for consumers, but some companies are being left behind while others thrive. We look at some of the sectors being shaken up – travel, payments, and cybersecurity – and consider the trailblazers set to profit from disruption in their field, and those that are being left behind.


Thomas Cook’s demise after 178 years of trading highlighted how much the internet has disrupted the travel sector. It’s now easier than ever to book your own bespoke trip online without using an agent or having any human interaction until you board the plane or check into your hotel. But the success of start-ups like Secret Escapes, owned by Old Mutual Global Investors among others, suggests that the sector can still be highly profitable if you find the right niche.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Avast PLC462.00 GBX-1.07
Banco Santander SA249.30 GBX-4.43
De La Rue PLC173.40 GBX-1.37
International Consolidated Airlines Group SA191.95 GBX3.06
NatWest Group PLC184.20 GBX-0.38
NCR Corp34.76 USD-1.61
On The Beach Group PLC396.00 GBX0.89
Palo Alto Networks Inc358.31 USD-0.48
PayPal Holdings Inc259.85 USD2.33
TripAdvisor Inc49.62 USD13.96
TUI AG431.80 GBX0.68
Visa Inc Class A212.39 USD-0.64

About Author

James Gard  is content editor for


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