To unleash and dissect the latest Global Macro Trends that are impacting us today as consumers and how to prepare for what’s to come between now and 2030.
Population
Power Shift
Earth Today
By 2030
of World Pop
Millennials
Approximate world population today; the UN still sees the planet reaching about 8.5B by 2030.
The consumer base is still expanding, but the bigger story is composition: younger cohorts are becoming the center of gravity for culture, commerce, and influence. Brands built for one “average” consumer will keep missing scale.
Gen Z still
shaping culture
Millennials driving
work + spend
Gen Alpha
rising strong
Volatility and
Resilience Value
Annual household
burden per year
Resilience
New competitive
advantage for brands
Trust
Brands absorbing
shocks will win
Absorb
Shocks
Redesign supply
chains for flexibility
Keep Price
Promises
Maintain value
through volatility
Flex
Payments
Maintain value
through volatility
Reward
Loyalty
Build trust through
disruption
Key Insight
Tariffs aren't headlines — they are checkout prices. Inflation is easing (6.7% @ 4.4%) but household burden is real. The new competitive advantage isn't just low price — it's RESILIENT VALUE. Predictable baskets. Flexible payments. Rewarded loyalty.
Economic Pulse
The 2026 environment is defined less by one crisis than by repeated shocks: tariffs, conflict, energy costs, policy swings, and higher uncertainty. Consumers feel this as basket pressure. Brands feel it as a margin and trust test.
3.1%
IMF 2026 global growth forecast under its reference scenario.
4.4%
IMF 2026 global headline inflation forecast, with downside risks still dominant.
Consumer Reality
Price sensitivity is no longer temporary behavior. Predictability itself has become a premium feature.
Brand Response
Build shock absorbers into pricing, packaging, sourcing, availability, and loyalty mechanics. Resilience should be visible, not hidden.
INSTALLMENT
ECONOMY
(FLEX-PAY)
BNPL MARKET GROWTH
SE ASIA
Atome $4B GrabPayLater
expanding
MENA
Tabby $10B Tamara 75%
Saudi market
LATAM
Mercado Crédito $4.5B
Kueski 25M+ loans
KEY INSIGHT
BNPL is not niche — it's a $342B ecosystem heading to $580B by 2030. Pay-over-time is now the DEFAULT checkout. Split payments = bigger baskets + higher loyalty + global scale. Flex-Pay lives where people live — on their phones.
PAYMENTS SHIFT
Payment choice is now part of merchandising. In an era of tighter budgets, consumers increasingly expect flexible terms at checkout, especially online and on mobile. Installments are becoming a conversion tool, not just a finance product.
0
Projected digital-payment value worldwide by 2030.
0
Share of global e-commerce transactions attributed to BNPL in Worldpay guidance.
Commercial Upside
Flexible payments can lift basket size, smooth price resistance, and reduce checkout abandonment.
Guardrail
Trust matters. The best flex-pay propositions make total cost transparent and fit naturally into loyalty and wallet ecosystems.
CONNECTED
PLANET
5.76B
Internet Users
(68% of world)
5.56B
Social Media
Users (66%)
7.4B
Smartphones
In Use
6H 40M
Avg Daily
Screen Time
~700 NEW INTERNET USERS EVERY SINGLE SECOND
The world is connecting at an unprecedented pace
BY 2030
Social = a $1.5T+ economy via ads, commerce & creators. Facebook chases 5B MAU. TikTok keeps winning youth + shop. Asia's super-apps = default internet. Every feed becomes a store. The connected planet is the marketplace.
ALWAYS-ON WORLD
The internet has crossed from “channel” to infrastructure. The implication for brands is simple: every experience is now media-enabled, mobile-mediated, and socially amplified by default
6.0B
Internet users worldwide in 2025, about 75% of humanity.
4.4B
People using their own smartphone to access mobile internet at end-2024.
What changes for marketers
Search, social, content, commerce, customer service, and community increasingly collapse into the same handheld interface. Creative must work in-feed, in-chat, in-store, and in-transaction.
STREAMING &
RETAIL MEDIA
$1.9T
Global
Streaming
Market
1.8B+
Households
Stream
Monthly
5B
People
Reached
~3/household
70%
Prefer
Streaming
Over Live TV
Digital (total)
Legacy TV/Print
Creator Platforms
Streaming Platforms
KEY INSIGHT
Streaming IS the new mass media — 1.8B+ households, 5B people. Total global ad spend = $1.08T in 2025, 73.2% digital. By 2030: Creator platforms hit $377B+. Streaming surpasses $150B. Every screen is a store. Legacy TV is outspent.
STREAMING & SCREENS
Streaming is no longer “new media”; it is core media. Premium video, creator platforms, and ad-supported tiers keep shifting both attention and ad budgets away from legacy formats.
$3.5T
PwC forecast for global entertainment & media revenue by 2029.
What this means
Winning brands connect app, store, creator, loyalty, and delivery into one journey rather than optimizing channels separately.
Retail mandate
Make every store measurable, every shelf digital, and every cart monetizable.
RETAIL
REWIRED
$35T
Global
Retail Today
$50T
Retail
By 2030
20.5%
E-Commerce
Share of Retail
$6.5T
E-Commerce
Global Value
80%
Still happens
in-store
87%
Use phone
in-store
71%
Expect personalized
experiences
80-89%
AI in retail
operations
1/3
Retailers deploying
AR
Retail
Media
$35T
$300B by 2030 = 20%
of all global ads
Social
Commerce
$50T
$6.23T by 2030 =
Supernova growth
Live
Commerce
20.5%
$3.5T by 2033 =
Lightning fast
Omnichannel
Tech
$10B (2025)
$20B+ by 2030 =
Default strategy
KEY INSIGHT
Retail isn't dying — it's MUTATING. Global retail hits $50T by 2030. Social commerce explodes from $1.63T to $6.23T. The future of retail isn't channels — it's SEAMLESS. Same-day promise, app-to-store, live shopping, social checkout.
AI
EVERYTHING
ChatGPT is planet-scale:
2 BILLION Daily Active Users · 165 Countries · 2.5B+ Prompts Every Day · 2 in 10 humans use it weekly
And this is just the beginning...
ChatGPT/OpenAI
2B DAU · Planet scale
2.5B+ prompts/day
Google Gemini
Multimodal + Search
integration dominant
DeepSeek
#1 App Store · 97M MAU
~1B queries/month
Perplexity
Reimagining search
22M MAU, 780M queries
Claude
Trust & compliance
leader enterprise
China AI Surge
600M+ users
200+ public models
$390B
AI Revenue
Today
$1.8T
AI Revenue
By 2030
82%
Businesses Using
or Piloting AI
~70K
Companies
Developing AI
KEY INSIGHT
AI is the new Space Race. Whoever wins will shape the world's next operating system. The AI economy = $390B to $1.8T by 2030. 82% of businesses use or pilot AI. China has 600M+ GenAI users across 200+ public models, racing to AI self-sufficiency.
~40%
All jobs worldwide
exposed to AI
30%
Work hours could be
automated 2030
300M+
Jobs will change:
reskilled, retooled
86%
Worldwide students
use AI for school
92%
UK university
students use GenAI
80%
Search users rely
on AI summaries 40%+ of time
60%
Searches end
without a click
AI CURATES THE STORE
Dynamic recs, real-time pricing, demand sensing — live & personalized
AI POWERS SHOPPERTAINMENT
Shoppable livestreams + social commerce boosted by Generative AI
AI INFLUENCERS
Thousands of virtual influencers (Lil Miquela, Aitana López) with millions of followers
AI IN YOUR POCKET
By 2027: Most PCs + half of smartphones will run AI on-device
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