EPISODE · Jul 22, 2025 · 35 MIN
NOW Ep105: Global consumer trends 2025 | How inflation, AI and tariffs are reshaping retail
from Investec Focus Radio SA · host Investec
From AI-optimised shelf space to influencer-fuelled fast fashion, global consumer trends are in flux. Global Consumer Analyst at Investec UK, Eddy Hargreaves, joins No Ordinary Wednesday to explore retail innovation, brand strategy, and why selling to today’s cautious, connected shopper is trickier than ever. Podcast key moments: 00:00 – Introduction 01:21 – Developed vs. emerging market consumers 02:32 – Inflation, discounts and luxury sales decline 05:05 – How tariffs affect pricing, brand perception and supply chains 07:28 – AI transforming retail 12:36 – Digital media, influencers and personalisation shift 13:07 – Personalisation data at scale 16:07 – Innovation vs. convenience 20:05 – Sustainability ethics under pressure 23:16 – What’s driving the demand for tailored products globally? 25:18 – Beverages and energy drinks markets growing 27:28 – Weight loss drugs reshaping food, apparel, and wellness sectors 31:54 – Temporary trends or structural shifts? 33:40 – Rise of Chinese brands Read more on www.investec.com/now Hosted by seasoned broadcaster, Jeremy Maggs, the No Ordinary Wednesday podcast unpacks the latest economic, business and political news in South Africa, with an all-star cast of investment and wealth managers, economists and financial planners from Investec. Listen in every second Wednesday for an in-depth look at what's moving markets, shaping the economy, and changing the game for your wallet and your business. Investec Focus Radio SA
What this episode covers
From AI-optimised shelf space to influencer-fuelled fast fashion, global consumer trends are in flux. Global Consumer Analyst at Investec UK, Eddy Hargreaves, joins No Ordinary Wednesday to explore retail innovation, brand strategy, and why selling to today’s cautious, connected shopper is trickier than ever. Podcast key moments: 00:00 – Introduction 01:21 – Developed vs. emerging market consumers 02:32 – Inflation, discounts and luxury sales decline 05:05 – How tariffs affect pricing, brand perception and supply chains 07:28 – AI transforming retail 12:36 – Digital media, influencers and personalisation shift 13:07 – Personalisation data at scale 16:07 – Innovation vs. convenience 20:05 – Sustainability ethics under pressure 23:16 – What’s driving the demand for tailored products globally? 25:18 – Beverages and energy drinks markets growing 27:28 – Weight loss drugs reshaping food, apparel, and wellness sectors 31:54 – Temporary trends or structural shifts? 33:40 – Rise of Chinese brands Read more on www.investec.com/now Hosted by seasoned broadcaster, Jeremy Maggs, the No Ordinary Wednesday podcast unpacks the latest economic, business and political news in South Africa, with an all-star cast of investment and wealth managers, economists and financial planners from Investec. Listen in every second Wednesday for an in-depth look at what's moving markets, shaping the economy, and changing the game for your wallet and your business.
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NOW Ep105: Global consumer trends 2025 | How inflation, AI and tariffs are reshaping retail
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