Demographic Dilemma Identifying Winners and Losers

Goldman Sachs presents a demographic analysis evaluating how aging populations and declining fertility rates shift consumer demand globally. The report introduces a Demographic Driven Demand (DDD) model to identify companies best positioned to benefit from these long-term trends.

Key Takeaways

• 1.Global fertility rates are declining, leading to peak population in developed markets for core consumers (35-55) while the 65+ demographic is expanding rapidly.
• 2.Goldman Sachs developed a Demographic Driven Demand (DDD) model to project company-level revenue impact based on regional demographic shifts.
• 3.Specific sectors like health care, pet care, and leisure are identified as demographic winners, whereas education, apparel, and electronics face headwinds from aging cohorts.

Table of Contents

• Demographic Dilemma – Identifying winners & losers
• Macro, Strategy & Big Picture Themes
• Staples
• Retail & Digital
• Luxury, Sporting Goods & Brands
• GS Upcoming Events

Document Preview

Page 1 of 3

Subscribe for full accessStart Free Trial