2025年全球消费者展望：韧性消费者

The WorldConsumerOutlook 2025 The Resilient Consumer 29TH MAY, 2024 Wolfgang FenglerCo-Founder & CEOWorld Data Lab Luis Simoes Asmita DubeyChief Digital &Marketing OfficerL’Oréal Homi KharasCo-Founder &Chief EconomistWorld Data Lab Michelle Meyer Chief Economist & HeadMastercard EconomicsInstitute Chief Revenue OfficerWorld Data Lab WorldConsumerOutlook2025 ●The resilient consumer●Gen-Z vs 50+ Years●Category Growth Forecasts●Views from 2 business leaders The Resilient Consumer2025 THE CONSUMER CLASS In 2024 half of the world’s populationare now part of the global ConsumerClass, representing an annual spendof $57.9 TRILLION (and it’s growing everyday) The Consumer Class (>$12/day)accounts for 94% of total expenditure Decomposing2025SpendingGrowth Consumer Class spending has been revised upwards by +$309B (+0.5%) in 2024 Most new consumers will be Asia, with India leading the growth Consumer Class projected headcount additions in 2025 In addition to India and China, there will be 15 markets adding more than 1m consumersin 2025 India will overtake China before the end of the next decade Affluent consumers (>$80/day) will represent 58% of the spending growth Half of the new consumers and spending growth will come from ages 50 and above 50s vs GenZ Consumers aged 50+ will continue to grow, as will Gen-Z Gen-Z will be the richest generation By 2034, Gen-Z will be the most global generation Most Dominant Generation by Country (2034) Gen Z will grow rapidly, but they are not alone Categories Growth2025Forecast The typical spending by a member of the consumer class will be $14,022 in 2025 Access yourcategory forecastinWorld Data Pro Key Takeaways 1.Consumer Class spending will grow 5.5% in 2025. 2.The consumer class will add 131M people in 2025. 3.In 2025, half of the growth will come from people getting richer, a third will come from newconsumers, and the remaining will come from inflation and exchange rates. 4.Gen-Z: Biggest ever, richest ever, most diverse, but Millennials and Gen-X will remain thelargest spenders for the next 20 years. 5.De-averaged category growth is very distributed as a result of income, demography, andgeography. Michelle Meyer Asmita Dubey Chief Economist & HeadMastercard EconomicsInstitute Chief Digital & Marketing OfficerL’Oréal MakingEveryoneCount worlddata.io