Spending in 2026
$8.2tn
Spending in 2035
$12.7tn
Transport
Transport is a cornerstone of global consumer spending, reflecting the interplay between personal mobility, public services, and shifting household budgets. With rising urbanization, evolving income dynamics, and advances in mobility services, the sector is undergoing significant transformation.
Market Overview
Across income levels, transport accounts for 10–13% of total household spending, but the way this money is allocated differs sharply between regions:
✓ High-income countries dedicate a greater share to air, rail, and integrated transport services, alongside ongoing ownership of personal vehicles
✓ Lower-middle income countries see transport services and passenger road travel absorbing a much larger share — often triple the service spending and ten times the road travel share compared to wealthier markets
The World in Motion
How Mobility Is Redefining Global Spending
One of the fastest-moving areas in transport is the rise of passenger services such as taxis, ride-hailing, and buses. In lower- and middle-income economies, these services represent a far higher proportion of household transport spend compared to wealthier countries. This shift highlights the growing demand for affordable, accessible, and flexible alternatives to car ownership.
Looking ahead, growth in transport will be shaped by three major forces:
By combining demographic data with spending patterns, businesses can uncover where transport demand is expanding most rapidly and position themselves to serve tomorrow’s mobility consumers.
