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Explore by

The Impact of GLP-1 Drugs on Food and Beverage Demand

The use of GLP-1 drugs, which is already exerting a significant impact on the US food and beverage market, is set to rise sharply around the world in 2026. Semaglutide, the active ingredient in drugs like Ozempic, goes off-patent in much of the world that year. This means that millions of people are going to change how they eat and drink in the coming years, with significant impacts on the food and drink industry.

Fashion: Navigating Change in the Face of Tariffs and Uncertainty

The new US tariffs will have a far-reaching impact on the globalised fashion industry. The US market faces higher prices, supply shortages, and shifts in consumer behaviour; while Chinese companies will need new export markets for their surpluses, redesigning the global trade landscape. Moreover, brands in the US and beyond will explore sourcing diversification strategies to mitigate future risks. This article looks at trade dependencies to understand the multiple implications of the tariffs on the fashion industry, from pricing to sourcing strategies and discusses how fashion players can build resilience in times of uncertainty.

Adapting to Uncertainty: The Impact on US Consumer Income and Expenditure

President Trump’s 2025 package of higher tariffs, tax cuts and tighter immigration controls is reshaping US consumer markets. Uncertainty and rising inflation expectations are dampening demand, and spending growth across all categories is expected to moderate, with no clear winners. While many incentives may sunset with the 2029 term limit, elevated tariffs and weaker investment incentives are likely to suppress confidence and spending for at least another two years post-administration.

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