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] Consumer AI spending surged 116% in the first half of 2025, while research indicates that AI-embracing consumers could drive $4.5 trillion in U.S. spending by 2030 - nearly half of all consumer transactions. Infusive
• [New] With AI-driven revenue-per-visit increasing 84% in 2025 and younger demographics driving adoption, we are approaching an inflection point where AI could become the primary interface for consumer discovery and transactions. Infusive
• [New] Beyond data centers, AI's influence is rapidly expanding into consumer electronics, with AI-enabled PCs expected to make up 43% of all shipments by the end of 2025. FinancialContent
• [New] The consumer electronics segment will see the total sales volume grow by nearly 8% in the following years, rising from 7.9 billion in 2025 to 8.5 billion in 2030. ITEdgeNews
• [New] Consumer spending, which is a crucial part of the US economy, accounting for about two-thirds of its growth remains robust: Sales were up a strong 0.6% in August, a month when spending was expected to be somewhat lackluster. CNN
• [New] As well as the SPS area, the UK should look at the youth mobility scheme as an initiative that could pave the way for greater mobility access in the EU as well as providing young people with a great opportunity to live, study and work in a fellow European country. The Chartered Institute of Export & International Trade
• [New] The United Kingdom and the European Union are preparing to establish a Youth Mobility Scheme that could reshape opportunities for young people on both sides. DavidsonMorris | Solicitors
• [New] The U.S. Department of Defense has previously warned service members against using direct-to-consumer genetic kits, citing the risk of surveillance, blackmail, and other operational threats. Default
• [New] Consumer Behaviour Shifts: While Walmart has benefited from inflation-weary shoppers seeking value, changes in consumer spending habits, such as a broad pullback in discretionary spending, could impact sales. FinancialContent
• [New] While Walmart's focus on affordability and its strong position in the grocery segment provide some resilience, a broad pullback in consumer spending could significantly impact its sales and profitability. FinancialContent
• [New] Consumer Spending Trends and Inflation: Given Walmart's reliance on consumer spending, especially for groceries, any significant shifts in consumer behaviour due to economic uncertainty, inflation, or interest rates could impact sales and margins. / India FinancialContent
• [New] By 2025, convenience, security, and rewards will be the factors driving widespread adoption of digital wallets, impacting consumer expectations and compelling businesses to include wallet-friendly solutions in all of their operations. Cheqly
• [New] Predictions for 2029 are for the global total transaction value to rise by more than 70% to more than US$ 17 trillion, asserting that wallets are here to stay and specifying a long-term consumer behaviour shift. Electro IQ
• [New] Amid evolving global trade policy and rising tariff uncertainty, understanding how small and medium-sized businesses form expectations about future costs and adjust their pricing is critical for assessing how the recently imposed tariffs on US imports could impact consumer prices. Federal Reserve Bank of Boston
• [New] As cities worldwide commit to net-zero goals, Ballard's ability to deliver reliable, cost-competitive hydrogen solutions will determine its role in shaping the future of mobility. Ainvest
• Uber adds a disruptive consumer platform, enhancing overall diversification and risk-adjusted return potential. Value Sense Blog
• While domestic EV purchases will grow, the elimination of incentives could deter buyers, per EY Mobility Lens Forecaster. ESG Dive
• Labour will seek an ambitious youth mobility scheme with the EU, allowing thousands of young Europeans to temporarily live and work in the UK. The Guardian
• Demand For Value is a rising consumer trend going into 2026 as buyers increasingly prioritize affordable pricing, transparency, and long-term benefits over hype or luxury. Vavoza
• TIER IV and Elm are exploring opportunities for autonomous mobility services and the development of local engineering talent in Saudi Arabia under a Japanese government-backed initiative overseen by the Ministry of Economy, Trade and Industry. Automotive World
• The $1.5 billion in consumer redress will provide full relief for the estimated 35 million consumers impacted by unwanted Prime enrolment or deferred cancellation. Engadget

Last updated: 09 October 2025