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Daily Analysis

We monitor developments across the consumer sector as they happen, including company news, product developments, and data releases, explaining their implications on our forecasts.

Quarterly Reports

Regular market overviews for 60+ countries with forecasts, data, and analysis of household income and spending, demographics, retail trends, industry developments, and competitive landscape.

Special Reports

Track latest trends in the consumer sector, from e-commerce developments to the emergence of alternative protein, and products that offer sustainability and healthification credentials.

Data and Forecasts

Comparable, standardized, and exportable data with up to 30-year historic data and 5-year forecasts for household characteristics, income, and spending across key segments.

Company Analysis

Discover how key companies are navigating a transforming industry landscape with analysis of strategy, partnerships, M&A, expansion activities, product developments, and investments.

Consumer Trend Analysis

Deep-dive into the impact of changing consumer preferences and behavior, with analysis of key trends including premiumization, healthification, convenience, and the experience-economy.

Robust data & expert research

Consumer & Retail Key Themes For 2024

In 2024, consumers will remain cautious due to easing but still-high inflation, leading them to focus their spending toward essential items and smaller quality-of-life purchases, rather than large-ticket items.

Latest Consumer & Retail Indicators

From Albania to Zimbabwe, our global Consumer & Retail dataset provides 84,000+ lines of data for key household characteristics and spending indicators including personal care, food, drink and tobacco, clothing & footwear, household goods, education, entertainment, and more.

Connect with our thinking

We integrate political, macroeconomic, and cross-industry expertise into our consumer & retail industry analysis, allowing our customers to benefit from understanding how each factor impacts on the other in their chosen markets.

Michelle Berman

Head of Consumer, Food & Drink and Tourism Analysis

Michelle Berman is responsible for BMI's consumer research, bringing together the Food and Drink, Retail and Tourism teams to produce holistic outlooks at the sector, country and global level. Prior to her current role, Michelle launched and managed our Operational Risk product. She has also headed up the company’s Shipping and Freight Transport teams. Based in London, Michelle joined BMI in 2007. Prior to that, she held positions in the financial services sector. Michelle holds a BA from University College London, she also studied at the Moscow State Institute of International Relations (MGIMO).

Latest Insights

Events

Long Reads

Middle East & Africa Food & Drink Insight (February 2024)

Rising disposable incomes in Saudi Arabia will support a shift in consumer preferences, with increased discretionary spending driving demand for international fast food brands.

Trade Turbulence: Unpacking the Red Sea Shipping Crisis and Its Global Impacts Report Summary

Attacks by Yemen-based and Iran-backed Houthi militant group on shipping vessels in the Red Sea mark a significant flash point in global shipping, particularly for containerized cargo as it accounts for 28% of traffic and rerouted vessels lead to higher costs and scheduling disruptions.

BMI Global Macro & Industry Key Themes 2024

In 2024, the global economy will continue to face headwinds in the form of slower growth as the lagged effects of policy tightening in 2022 and 2023 start taking effect.

BMI India Economy Special Report

We expect several structural factors to underpin productivity and growth over the next decade, which will lead to the re-balancing of India’s economic growth model towards manufacturing and drive India’s bullish growth story. These include demographics, economic reforms and industrial policy, global trade and supply chain diversification, and the continued development of the banking sector.

Western Europe Food and Drink Insight (July 2023)

We hold a negative outlook for the UK consumer in 2023. We forecast household spending to contract by -1.6% y-o-y over 2023 as the consumer faces a myriad of economic issues, such as high inflation, stagnant wage growth and a loosening labour market.

Towards 2050: Megatrends in Industry, Politics and The Global Economy – Report Summary

The 4th edition of the best-selling Towards 2050: Megatrends in Industry, Politics and The Global Economy report leverages BMI analyst expertise and the results of an industry-wide survey to assess the disruption risk and new opportunities that will emerge from key global themes such as:

Asia Telecommunications Insight (May 2023)

Indonesia is looking to attract significant investment in critical infrastructure as the country plans to relocate the capital city from flood-prone Jakarta to East Kalimantan. However, the new location area is underdeveloped and in need of significant deployment of infrastructure; to achieve this, the government is relying heavily on private-public partnerships (PPPs).

Western Europe Food and Drink Insight (February 2023)

We hold a negative outlook for the UK consumer in 2023. We forecast household spending to contract by -1.6% y-o-y over 2023 as the consumer faces a myriad of economic issues, such as high inflation, stagnant wage growth and a loosening labour market.

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