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1、Indias changing discretionary spending:Key insights for brandsFebruary 2025Table of contents Foreword 4Introduction and consumer spending behaviour in India 6Introduction 7Key consumption trends and growth drivers 7Future outlook of discretionary expenditure 11Overall shifts expected in the retail m

2、arket in India 13Sector-wise analysis 15Food and food service 16Apparel and footwear 20Health,wellness and fitness 24Home and household 30Gems and jewellery 35Consumer durables 39Travel and recreation(luggage)44Education 49Implication for brands 52Conclusion 62Appendix 64Foreword DeloitteIndia stand

3、s at the cusp of a consumer revolution.With rising incomes,rapid urbanisation and a tech-savvy,aspirational population,the country is emerging as one of the worlds most dynamic consumption markets.As discretionary spending accelerates(private consumption currently growing at 7.3 percent for FY 24 an

4、d per capita income surpassing US$2,600 by FY 2025),1 evolving consumer preferences are reshaping industries and redefining the competitive landscape.By FY 2030,discretionary spending is expected to register an 8.7 percent CAGR,with urban spending growing at 8.4 percent and rural spending posting a

5、CAGR of 9.1 percent.This report explores the key forces driving Indias consumption story from the growing affluence of middle-high-income households to the increasing influence of Gen Z and millennials(expected to reach 50 percent of the population by 2030).2 It examines the transformation of retail

6、,the surge in premiumisation,the expansion of credit access(expected to grow 3X during 20242030),and the evolution of experience-led consumption across sectors.By analysing shifts in household expenditure patterns,the rapid adoption of digital commerce and the expansion of organised retail(growing a