DiscoverInvestec Focus Radio SANOW Ep105: Global consumer trends 2025 | How inflation, AI and tariffs are reshaping retail
NOW Ep105: Global consumer trends 2025 | How inflation, AI and tariffs are reshaping retail

NOW Ep105: Global consumer trends 2025 | How inflation, AI and tariffs are reshaping retail

Update: 2025-07-22
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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
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NOW Ep105: Global consumer trends 2025 | How inflation, AI and tariffs are reshaping retail

NOW Ep105: Global consumer trends 2025 | How inflation, AI and tariffs are reshaping retail

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