Global Scans · Bain · Weekly Summary

• The Bain-Altagamma study expects global luxury spending in 2026 to reach 1.440 trillion euros ($1.636 trillion) to 1.470 trillion euros ($1.670 trillion), versus 1.443 trillion euros ($1.639 trillion) in 2025. WWD
• Agentic shopping could account for roughly 10% to 25% of U.S. e-commerce by 2030 (Bain), which points to a meaningful shift in how digital commerce will work. Google Open Source Blog
• If agentic commerce reaches the size forecast by McKinsey and Bain, even a small dispute rate could create a large exposure. Fintech Singapore
• The combined value of the Middle East, Southeast Asia, India, and Africa represents a €45 billion opportunity in 2026 (Bain and Company, 2025 a). Shayaike Hassan
• Bain Capital will acquire Volkswagen's majority stake in engine and turbomachinery manufacturer Everllence for an estimated $8.4 billion. National Law Review
• Bain has pledged to deliver $2 billion in pro bono consulting to nonprofit, public-sector and charitable organizations by 2035. Bain
• After a two-year slump in demand and a return to stabilization in 2025, global luxury spending will continue to grow in 2026, forecasted between 0-2% on a constant currency basis, per a new report from consultancy firm Bain & Co. Vogue
• Bain & Company examines why private equity's expected rebound has stalled again despite open debt markets, available dry powder, and resilient public equities. The Idea Farm
• Blackstone has publicly identified the data center and power convergence as a prime investment theme, while Bain & Company estimates that $2 trillion in new energy generation resources may be required to meet global data center demand, framing the immense long-term potential. EnkiAI - Find the right insight
• The best placed firms will lean into value creation plans, including proactively harnessing AI, and focus scarce resources on disciplined bets to create a true 'right to win', Bain advises. Bain
• Bain and Company projects embedded finance will exceed $7 trillion in total U.S. financial transactions in 2026. LoanPro

Last updated: 02 August 2026