Spending
Strategy Briefings

Spending Choices: Discretionary Income Patterns to 2015

Chapters: 7  |  Tables: 24  |  Publication date: Nov 2006
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Regional coverage

Western Europe; Eastern Europe; North America; Latin America; Asia-Pacific; Oceania; Africa and the Middle East

Table of contents

1. EXECUTIVE SUMMARY

1.1 INFLUENCES ON SPENDING

Chart 1 Factors Influencing Spending Choices 2006

1.2 CONSUMER EXPENDITURE TRENDS

Spend by country

Chart 2 Top 20 Countries by Per Capita Expenditure 2005

Spend by category

Chart 3 Global Consumer Expenditure by Category 2000/2005

1.3 INCOME/PRICE ELASTICITY PATTERNS

Spending patterns in countries grouped by income

Chart 4 Impact of Growth in Income Across Countries and Over Time on Spending Patterns 1993-2005

Income elasticities

Summary 1 Summary of Income Elasticities by Consumer Expenditure Category 2005

Price elasticities

Chart 5 Summary of Price Elasticities by Consumer Expenditure Category 2006

1.4 IMPACT ON CONSUMER MARKETS

Chart 6 Growth in Selected Markets/Sectors: Essentals 2001/2006

Chart 7 Growth in Selected Markets/Sectors: Non-essentals 2001/2006

1.5 FUTURE TRENDS

2. SPENDING DRIVERS

2.1 INTRODUCTION

How to measure discretionary income

Shifting boundaries

Chart 8 Maslow’s Hierarchy of Needs

Components of spending power

Consumer “schizophrenia”

Income elasticity of demand

Price elasticity of demand

2.2 DISPOSABLE INCOME

Eastern Europe see highest income growth

Incomes remain low in emerging markets

Table 1 Average Disposable Income by Country 2000-2005

2.3 CONSUMER CONFIDENCE

Factors impacting consumer confidence levels

Summary 2 Factors Affecting Consumer Confidence

Survey results

Chart 9 Top 10 Countries in Global Consumer Confidence Index 2006

2.4 ECONOMIC GROWTH

US economy losing steam?

Things looking up in the euro area

Is the UK’s growth sustainable?

Japan sees improvement at last

Emerging markets contributing more than ever to global growth

China has highest GDP growth

India catching up fast

Table 2 Real Growth in GDP by Country 2001-2005

2.5 EMPLOYMENT

Unemployment as a deterrent to spending

Table 3 Unemployment Rates by Country 2000-2005

Women in the workforce

Table 4 Working Women as % Female Population by Country 2000-2005

2.6 PRICES

Russia’s soaring inflation

Rising gas prices

Table 5 Consumer Price Index by Country 2000-2005

2.7 LEVELS OF BORROWING

Consumer confidence fuels rising debt

Young people want it all and they want it now

Southern Europeans exert more caution

US debts soaring

Trend extends to developing markets

Table 6 Per Capita Value of Credit Card Transactions in Selected Countries 2000/2005

2.8 HOUSING COSTS

Soaring house prices in the West

Properties overvalued in UK

Will the bubble burst?

2.9 SPENDING PATTERNS BY AGE GROUP

Bulging wallets of the baby boomers

Health and leisure are key priorities

Gen Xers difficult to fathom

The KGOY phenomenon

Fewer children means more pampering

Table 7 Global Population Growth By Age Group 1995-1015

2.10 CHANGING HOUSEHOLD STRUCTURES

Downsizing of households

Singles spend proportionately more on food

Families seek value

Chart 10 Products and Services According to Household Type 2006

2.11 GOVERNMENT INFLUENCES

Child credit helps families

Governments influence tobacco consumption

Encouraging healthy eating

Banning junk food in schools

2.12 THE INFLUENCE OF TECHNOLOGY

Blogging replaces word of mouth

Internet spurs impulse purchases

The rise of eBay

Technology encourages consumers to stay at home

3. GLOBAL SPENDING TRENDS

3.1 PER CAPITA SPEND BY COUNTRY

US consumers spend most

Japan drops in importance

Table 8 Total Per Capita Spend by Country 2000-2005

3.2 GLOBAL SPEND BY SECTOR

Housing gains importance due to rising prices

Healthcare accounts for more discretionary spend

Clothing loses importance as prices fall

Table 9 Global Consumer Expenditure by Broad Sector (Current Prices) 2000-2005

Table 10 Global Consumer Expenditure by Broad Sector (Constant Prices) 2000-2005

3.3 REGIONAL PATTERNS OF EXPENDITURE

Western Europeans spend most on housing

North Americans prioritise healthcare

Eastern Europeans drink and smoke more

Table 11 Consumer Expenditure by Broad Sector and by Region 2005

Table 12 % Analysis of Consumer Expenditure by Broad Sector and by Region 2005

3.4 CHANGING SPENDING PATTERNS IN THE DEVELOPING WORLD

Progress faster in developing countries

Rising middle class fuels demand

Pent-up demand in Russia

From food to beauty in India

4. INCOME AND PRICE ELASTICITY

Introduction

Summary 3 Countries by Income Group

Impact of income levels on consumer spending patterns

Chart 11 Consumer Expenditure by Category in Low-Income Countries (as % Total Consumer Expenditure) 1993-2005

Chart 12 Consumer Expenditure by Category In Middle-Income Countries (as % Total Consumer Expenditure) 1993-2005

Chart 13 Consumer Expenditure by Category In High-income Countries (as % Total Consumer Expenditure) 1993-2005

Impact of income elasticities on consumer spending

Chart 14 Income Elasticities in Low-income Countries 2005

Chart 15 Income Elasticities in Middle-income Countries 2005

Chart 16 Income Elasticities in High-income Countries 2005

Impact of price elasticities on consumer spending

Chart 17 Price Elasticity by Category in Low-Income Countries 2005

Chart 18 Price Elasticity by Category in Middle-Income Countries 2005

Chart 19 Price Elasticity by Category in High-income Countries 2005

5. IMPACT ON CONSUMER MARKETS

5.1 INTRODUCTION

5.2 IMPACT ON IMIS MARKETS

Health and wellness foods see strongest growth

Tobacco sales hit by taxation and regulations

Tourism mirrors economic growth

Table 13 Global Sales in Relevant Sectors 2001-2006

6. TRENDS IN MAJOR MARKETS

6.1 FRANCE

Attitudes towards spending

Consumer expenditure – past, present and future

Chart 20 France: Breakdown of Consumer Expenditure 1995/2005/2015

Spending survey results

Table 14 France: Detailed Breakdown of Expenditure 2000/2005

6.2 GERMANY

Attitudes towards spending

Consumer expenditure – past, present and future

Chart 21 Germany: Breakdown of Consumer Expenditure by Category 1995/2005/2015

Spending survey results

Table 15 Germany: Detailed Breakdown of Expenditure 1998/2003

6.3 ITALY

Attitudes towards spending

Consumer expenditure – past, present and future

Chart 22 Italy: Breakdown of Consumer Expenditure by Category 1995/2005/2015

Spending survey results

Table 16 Italy Detailed Breakdown of Expenditure 2002/2004

6.4 JAPAN

Attitudes towards spending

Consumer expenditure – past, present and future

Chart 23 Japan: Breakdown of Consumer Expenditure by Category 1995/2005/2015

Spending survey results

Table 17 Japan: Detailed Breakdown of Expenditure 2003/2005

6.5 UK

Attitudes towards spending

Consumer expenditure – past, present and future

Chart 24 UK: Breakdown of Consumer Expenditure by Category 1995/2005/2015

Spending survey results

Table 18 UK: Detailed Breakdown of Expenditure 2004/2005

6.6 US

Attitudes towards spending

Consumer expenditure – past, present and future

Chart 25 US: Breakdown of Consumer Expenditure by Category 1995/2005/2015

Spending survey results

Table 19 US: Detailed Breakdown of Expenditure 2000-2004

7. FORECASTS

7.1 TRENDS TO WATCH

Long-term economic progress

More discretionary income

Reaching new regions and consumer segments

Cross-over consumers

When things go wrong

7.2 MARKET FORECASTS

Spending in developing markets will be driven by income growth and credit

Higher oil prices may have little effect on fuel spending

Communications and education will remain key areas of growth

Table 20 Forecast Consumer Expenditure by Category 2005/2015

Forecast consumer market trends

Desire for convenience and indulgence will influence future spending

Rising travel and tourism prices unlikely to deter consumers

Health will remain a priority

Table 21 Forecast Global Sales in Relevant Sectors 2006/2011

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