Inflation in Consumer Goods - Thematic Intelligence

This report provides an overview of the inflation theme, the causes, the current macroeconomic climate and future outlook, and inflation's impact on consumer goods businesses and consumers.

Inflation saw sharp increases across key markets in 2021 as lockdowns lifted putting pressure on services and supply chains to readjust to a change of pace in consumption. In 2022 inflationary pressure was intensified by Russia's invasion of Ukraine, creating shortages of key commodities including gas, driving up energy prices.

Scope

• Although there can be no real winners in inflation, there are several factors shaping how consumers goods companies cope including supply chain disruption, labor shortages, changes in consumer behavior, interest rates, and government policies.
• Inflation is easing but will remain volatile for the rest of the decade with a recession looming after 2023.
• Brands continue to drive value despite rising costs, and digitalization investment will alleviate cost pressures.

Reasons to Buy

• Gain insight into the factors driving inflation
• Identify how consumer goods companies are coping with and responding to inflation.
• Discover how consumers are changing their behavior patterns in response to inflation.
• Understand where the inflation theme is headed beyond 2023.