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Insight of the Day: Why retail's share of consumption is falling

Key Findings:

  • Retail's share of private consumption is decreasing in Europe as purchasing power increases. This is due to a normalization of spending habits post-pandemic, with consumers now allocating more of their budget towards travel, services, and energy.

  • Large regional differences exist. Retail's share is highest in Eastern European countries (e.g., Hungary, Bulgaria, Croatia) where purchasing power is lower and more spending is allocated towards basic needs.

  • Western European countries with higher purchasing power have a lower share of retail spending. Consumers in these countries diversify their consumption and invest more in savings and financial products.

  • Germany is an outlier with a particularly low share of retail spending. Factors include high diversification of consumption, higher average incomes, and higher living costs.

Key Takeaway:

The decline in retail's share of private consumption reflects a broader shift in consumer spending behavior, driven by increased purchasing power and a return to pre-pandemic spending patterns.

Trend:

The trend is towards a decreased reliance on retail as consumers prioritize experiences and services over material goods.

Consumer Motivation:

Consumers are motivated by a desire for greater diversification in their spending, including a focus on experiences, leisure, and intangible goods.

Driving the Trend:

  • Increased purchasing power

  • Normalization of spending habits post-pandemic

  • Higher living costs in some regions

  • Greater availability and accessibility of services and experiences

Target Audience:

The article primarily refers to European consumers, highlighting differences between Eastern and Western European countries.

Product/Service:

The article discusses consumer spending across various categories, with a focus on the retail sector.

Age of Target Consumers:

The article does not specifically target any particular age group.

Conclusions:

  • Retailers need to adapt to changing consumer behavior by offering more than just products. They may need to focus on creating experiences, providing personalized services, and offering value-added propositions to attract and retain customers.

  • The shift away from retail spending could have broader economic implications, potentially impacting the retail industry and related sectors.

Implications for Brands:

  • Brands need to focus on creating a holistic customer experience that goes beyond just selling products.

  • They should consider expanding their offerings to include services and experiences that cater to evolving consumer preferences.

  • Brands need to stay attuned to changing consumer behavior and adapt their strategies accordingly.

Implications for Society:

  • The shift towards experiences and services could lead to a more fulfilling and balanced lifestyle for consumers.

  • It may also contribute to a more sustainable economy, as consumers prioritize experiences over material possessions.

  • However, the decline in retail spending could have negative consequences for the retail industry and employment in related sectors.

Big Trend Implied:

The trend towards experiential consumption and a focus on well-being and personal growth, as consumers prioritize experiences, services, and intangible goods over material possessions.

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