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Key topics

 

Navigate the year ahead and unlock growth with our expert-selected key topics.

We explore the themes resonating most with clients, including advancements in women's health products, new e-commerce opportunities, supply chain optimisation and the shifting economic landscape, shaped by global disruptions and macroeconomic challenges.

With analysts based in more than 100 countries, we provide unparalleled global and local insights.

Key topic

New Economic Reality: Identifying Opportunities as Geopolitics Transforms Globalisation

Globalisation has boosted global growth and facilitated the rise of emerging markets. Yet, the shifting global economic balance of power has increasingly led to political backlash, trade conflicts and protectionism. The COVID-19 pandemic and war in Ukraine have greatly exacerbated existing geopolitical tensions, leading to an increasing fragmentation and reorganisation of the global economy. Therefore, businesses need to adjust strategies to mitigate risks and seize new opportunities.

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Get practical insights for your market entry strategies and global expansion plans in this episode of Opportunity Minded.

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The Growth of Illicit E-Vapour in Latin America: Case Studies from Brazil, Colombia and Mexico

E-vapour products have become a topic of growing debate in key Latin American markets. Brazil and Mexico have experienced different market evolutions over the past few years. Mexico used to have a legal e-vapour market without proper regulation, while Brazil has banned products since 2009. As of 2025, both countries have banned the distribution and sales of e-vapour products, driving the illicit trade. In contrast, Colombia regulated products in 2024, driving the legal market in the region, but still has a mix of legal and illicit products.

Pricing Is Not Sephora’s Achilles' Heel in Beauty E-Commerce

In 2024, US beauty and personal care e-commerce sales increased by of 16%. The share of beauty and personal care sales taking place online also increased, from 35% to 39%. Within this expanding digital landscape, Amazon further solidified its dominance, 47% market share in 2024, an increase from 44% in 2023. Meanwhile, Sephora, the second-argest online retailer for beauty and personal care in the US, experienced a slight market share dip from 10% in 2023 to 9% in 2024 despite growing value sales.

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.

The Growth of Illicit E-Vapour in Latin America: Case Studies from Brazil, Colombia and Mexico

E-vapour products have become a topic of growing debate in key Latin American markets. Brazil and Mexico have experienced different market evolutions over the past few years. Mexico used to have a legal e-vapour market without proper regulation, while Brazil has banned products since 2009. As of 2025, both countries have banned the distribution and sales of e-vapour products, driving the illicit trade. In contrast, Colombia regulated products in 2024, driving the legal market in the region, but still has a mix of legal and illicit products.

Commodity Market Outlook Q2 2025: Weaker Demand Outlook Amid Policy Uncertainty to Cap Price Growth

Global commodity markets are under pressure in 2025 amid rising trade tensions, US protectionism, and slowing global growth. Energy prices remain subdued, with oil at a 4-year low due to oversupply concerns and weak demand, while a stronger supply outlook for major crops is set to keep downward pressure on food commodity prices. Meanwhile, metals markets remain mixed, as policy-driven volatility curbs price momentum despite prospects for recovery later in the year.

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.

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50%

of consumers were willing to spend money to save time in 2024

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3.2%

global real GDP growth in 2025

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42%

of the world’s trips were taken to Europe in 2024

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Empowering Women’s Health: Focus on Ethics and Efficacy

The expansion of wellness to encompass a more holistic and inclusive view has meant that previously taboo or underserved areas such as women's health are now becoming a more critical component of the evolution of the wellness journey. In an increasingly saturated and overcrowded wellness marketplace, elevating brand credibility through science and medical backing will be key for closing the gap in consumer product and service adoption.

Key Regulatory Dynamics Shaping Nicotine and Cannabis

The impact of regulation across both the tobacco and the cannabis industries is immense, with the former experiencing ever-tightening frameworks, often even on newer, perceived less harmful forms of consumption, and the latter going through a period of rapid, if uneven, liberalisation. This theme examines the key elements of regulatory mechanics in each industry, analysing where one may influence the other in the longer term.

Future of Consumption: A Strategic Roadmap

Businesses today face the challenge of achieving and accelerating growth amid historically weak economic expansion and a rapidly changing environment. To unlock growth opportunities and proactively position themselves ahead of the competition, brands must understand what, where, and why changes are happening in the consumer space.

Growth Opportunities in the Transformed Women’s Sportswear Segment

High-profile events such as the FIFA Women's World Cup and WNBA games have significantly increased viewership, alongside expanded media coverage and social media visibility. The heightened interest in women’s sports has fuelled sales of women’s sportswear and these products outperformed men’s over the last five years. Despite the better performance, gender gaps persist in the sports world, offering opportunities for those who want to invest in this expanding segment.

Megatrends: Quantifying Personalisation

In 2023, the global marketplace for personalised products and services sagged in the face of changing consumer preferences; however, Euromonitor's quantification model expects that the drop in interest in personalised products and services over the historic period to be transitory, with broad growth returning from 2022-2027.

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