Global Scans · Consumer · Weekly Summary

WHAT'S NEXT?: Technology will become the new sales assistant, always on, always friendly, always delivering. Consumers will co-create and create products to their exact needs. Brands will have to focus on seizing mobile moments on apps that already have consumer's attention. Instantly explore below how lifestyles, buying behaviors and attitudes are changing and where you fall short in the battle to win consumers hearts and minds.

• [New] As regulatory and technological momentum builds behind electric vehicles, consumer uptake remains slower than expected, traditional sales models are evolving, and competition from fast-moving Chinese manufacturers is intensifying. Future of the Car
• [New] The United States is at a turning point, with the future of health care industry value weighed down by poor health, rising costs for all stakeholders, negative consumer sentiment and continuing sector disruption. MIT OpenCourseWare
• [New] Science Envoy, Artificial Intelligence at the U.S. Department of State: Gen AI will hit an adoption speedbump as companies struggle to overcome consumer privacy concerns. / USA Evident Insights
• [New] Visa and Mastercard reported continued spending strength, suggesting the consumer has not hit a wall yet - though rising credit card balances could signal that households are stretching to keep up with inflation. The Life Financial Group, Inc.
• [New] The main barrier is consumer privacy concerns; compliance with evolving data protection laws like California's CCPA will be crucial. Toolient
• [New] Dubai successfully conducted the first test flight of a flying taxi, marking a milestone in its push for futuristic urban mobility and paving the way for a commercial launch in 2026. Khaleej Times
• [New] Amazon is building consumer AR glasses to guide deliveries and scan products, turning retail into an AR-native use case that could beat social-first rollouts. Glass Almanac
• [New] U.S.-China Trade Truce Effect on Import Volumes: The recent 10% tariff reduction under the U.S.-China trade truce is expected to stimulate short-term import growth, particularly for consumer electronics, packaged goods, and seasonal inventory. BM2 Freight
• [New] With oil stabilizing and consumer spending resilient, JetBlue is set to rebound as sentiment shifts from fear to fuel. investing.com
• [New] Consumer Goods and Retail: Retailers and apparel companies like Walmart, Costco, Target, Nike, and Lululemon Athletica will see lower import costs, enhancing gross margins. The Chronicle-Journal
• Consumer sentiment is expected to weaken for the third time in a row in September, falling by 1.9 points to -23.6. BMWI
• Gen Z will surpass 40% of global consumer spending in 2025. Food is Health
• China's real GDP growth could drop to just 4.1% in 2026 and 3.2% in 2027, significantly dampening consumer spending power in China. Euromonitor
• Consumer goods giants like Grupo Bimbo (bakery products) and Arca Continental (beverages) could see improved sales volumes and potentially better profit margins as input cost increases slow down. / Mexico The Chronicle-Journal
• Retailers like Amazon and Walmart, hospitality chains such as Marriott International, and airlines like Delta Air Lines would anticipate increased consumer spending and business activity, boosting their revenues and encouraging investment in expansion. FinancialContent
• Retailers like Walmart de Mexico y Centroamerica, consumer goods producers, and service industries could see reduced sales volumes and tighter profit margins as household incomes are squeezed and discretionary spending declines. FinancialContent
• For the broader economy, moderate U.S. GDP growth is expected to decelerate to 1.5% in 2025, as consumer spending and business investment moderate. FinancialContent
• The consumer response to tariffs will continue to influence price tolerance, pack mix, and channel choice through 2026. The World Financial Review

Last updated: 06 November 2025