Demographics To Demand

This report introduces a Demographic-Driven Demand (DDD) framework to analyze how aging and declining populations across the developed world influence company-level revenue. It highlights industries with demographic tailwinds (e.g., Healthcare, Utilities) versus those facing significant headwinds (e.g., Autos, Apparel).

Key Takeaways

• 1.Demographic shifts (aging, falling fertility, declining young populations) create predictable tailwinds and headwinds for industry/company revenue.
• 2.Companies with favorable demographic profiles (as measured by the new DDD framework) have outperformed with larger consensus revenue beats.
• 3.Older demographics (65+) show higher consumption propensity for Home Improvement, Healthcare, Reading, and Utilities.

Table of Contents

• Demographics to Demand - Investable Conclusions
• Demographics to Demand - Summary in charts
• Demographics to Demand In Numbers
• Introducing our Demographic-Driven Demand (DDD) framework to measure company exposure to demographic headwinds and tailwinds
• Buy-rated companies that screen for Demographic Demand tailwinds through 2030
• Spending Shifts: Implications for Industries, and Companies — Detail on our Demographic-Driven Demand (DDD) framework
• The Healthcare Growth Paradox: Decelerating Momentum
• Global Autos at a strategic crossroads amidst aging and declining driver populations, but opportunities in AVs ahead
• Senior Living & Aging at Home
• Leisure & Entertainment – Spending habits of older population
• Electricity Consumption - Residential electricity consumption set to rise amidst aging population
• Regional Case Studies: US & Japan

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