The Consumer Evolution

Structural Growth Themes and Macro Tailwinds in the Consumer Sector

We are delighted to share our latest Singer Growth Economy Report “The Consumer Evolution: Structural Growth Themes and Macro Tailwinds in the Consumer Sector” which specifically covers the Singer Growth Economy growth drivers of “Consumer Evolution”, “Nutrition”, “Growing & Ageing Population” and “Creative Entertainment”.

Matthew McEachran, Senior Retail Analyst at Singer Capital Markets, talks through some of the key charts and themes in our latest Consumer Evolution report

In this latest report we cover:

• Charts – jobs, wages, savings & house equity withdrawal
• Inflation, confidence, income tracker and housing activity
• Housing trends, tenure type & home ownership
• Rising interest rates and mortgages
• Overall sector performance in Retail
• Multi channel vs. online pureplay
• Retail sector valuations
• Overcall sector performance in Leisure
• Cost of living / mortgage crisis
• Effect of rising interest rates
• Evolution of the UK consumer
• Overview of consumer behaviour
• Overview of health & wellbeing markets
• Experiential leisure – Evolution of competitive socialising
• Circular Economy – COLC / inflation act as catalysts