Horizon 2030 · Strategic Intelligence
The 2026 Commercial
Landscape
Tracking where the world's largest organisations are focusing, investing, and repositioning - and what each of those decisions means for the design of human experience.
$10T+
Capital tracked
97
Live briefs mapped
73
No partner named
3
Sectors covered
"Where the money goes, the world follows. The design dividend available inside each of those capital movements is largely unclaimed."
Capital in Motion
8 capital clusters. One design imperative.
Lookbook · Rail & Transit
$1.24 trillion in confirmed global rail investment
4 out of 5 priority passenger experience briefs are currently open and unawarded. The human-centred design layer sitting on top of the biggest infrastructure spend in human history remains largely unplaced.
Key insights
Spotlight opportunities
Full intelligence matrix (23 organisations)
| Organisation | Capital | Status | Region | Launch | Priority |
|---|---|---|---|---|---|
| HS2 Phase 2 - Passenger Experience | £28B | Warm entry | Europe | 2029 | |
| Eurostar International Expansion | €2.4B | No partner named | Europe | 2026 | |
| SNCF TGV Next - Interior Renewal | €7B | Warm entry | Europe | 2027 | |
| Deutsche Bahn ICE 3neo - Experience Layer | €4.2B | Warm entry | Europe | 2026 | |
| Trenitalia Frecciarossa 1000 Upgrade | €1.8B | No partner named | Europe | 2027 | |
| Infrabel Belgian Rail Modernisation | €6.1B | No partner named | Europe | 2028 | |
| Oslo–Copenhagen Intercity Rail | NOK 100B+ | No partner named | Europe | 2030 | |
| Etihad Rail - Passenger Service Phase 1 | $542M | No partner named | Middle East | 2026 | |
| Qatar Rail Phase 2B - Passenger Experience | $1.2B | No partner named | Middle East | 2027 | |
| Riyadh Metro - Experience Layer Phase 2 | $3.2B | Warm entry | Middle East | 2026 | |
| Dubai Blue Line Metro | AED 18B | No partner named | Middle East | 2029 | |
| Egypt National High Speed Rail | $4.5B | No partner named | Middle East | 2028 | |
| Brightline West - Las Vegas to LA | $8B | No partner named | Americas | 2028 | |
| Amtrak Acela Fleet Renewal | $2B | Warm entry | Americas | 2026 | |
| California High Speed Rail | $105B | No partner named | Americas | 2030 | |
| Brazil High Speed Rail - São Paulo/Rio | R$99B | No partner named | Americas | 2031 | |
| Mumbai–Ahmedabad NHSRL | $17B | No partner named | Asia Pacific | 2026 | |
| Melbourne Suburban Rail Loop | A$34.5B | No partner named | Asia Pacific | 2035 | |
| Sydney Metro West | A$25B | Warm entry | Asia Pacific | 2030 | |
| Japan Chūō Shinkansen Maglev | ¥9T | Incumbent named | Asia Pacific | 2037 | |
| Singapore–Kuala Lumpur HSR Revival | $14B | No partner named | Asia Pacific | 2031 | |
| Seoul GTX - Express Network | KRW 16T | No partner named | Asia Pacific | 2028 | |
| Jakarta MRT Phase 3 Expansion | $2.8B | No partner named | Asia Pacific | 2029 |
Join the dialogue on Rail & Transit
Senior leaders navigating this landscape. By invitation.
Lookbook · FMCG
$120 billion in portfolio restructuring announced in 18 months
Not investment in new markets - the reorganisation of existing ones. Every portfolio move (acquisition, divestiture, demerger, premium push) generates new design requirements. Most of them go unmet, not because design is deprioritised, but because the brief doesn't exist yet.
Key insights
Spotlight opportunities
Full intelligence matrix (36 organisations)
| Organisation | Capital | Status | Region | Launch | Priority |
|---|---|---|---|---|---|
| Unilever Powerbrands - €9B Brand Investment | €9B | Warm entry | Europe | 2026 | |
| L'Oréal - Kering Beauty Integration | €4B+ | No partner named | Europe | 2026 | |
| Nestlé - Portfolio Reset & Premiumisation | CHF 3B | Warm entry | Europe | 2026 | |
| Diageo - Premiumisation Drive | $1.8B | No partner named | Europe | 2026 | |
| Heineken - Brand Experience Evolution | €1.2B | Warm entry | Europe | 2026 | |
| Reckitt - Health & Hygiene Push | £2.1B | No partner named | Europe | 2027 | |
| Danone - Protein & Nutrition Transformation | €1.6B | No partner named | Europe | 2027 | |
| AB InBev - Premium Portfolio Expansion | $2.8B | Warm entry | Europe | 2026 | |
| Beiersdorf - Luxury & Dermatology Push | €900M | No partner named | Europe | 2027 | |
| Mars/Kellanova - $35.9B Integration | $35.9B | No partner named | North America | 2026 | |
| PepsiCo - Positive Transformation | $4.7B | Warm entry | North America | 2026 | |
| Coca-Cola - Reframe & Total Beverages | $3.8B | Warm entry | North America | 2026 | |
| P&G - Premium Portfolio Play | $5.2B | Warm entry | North America | 2026 | |
| Kenvue - J&J Consumer Rebrand | $51.4B | No partner named | North America | 2026 | |
| Mondelez - Snacking Reinvention | $2.2B | No partner named | North America | 2027 | |
| Kraft Heinz - Rebuild & Re-elevation | $1.4B | No partner named | North America | 2027 | |
| Campbell's - Recipe for Growth Reset | $900M | No partner named | North America | 2027 | |
| Almarai - Gulf Expansion Programme | SAR 15B | No partner named | Middle East & Africa | 2027 | |
| Americana Group - Franchise Elevation | $800M | No partner named | Middle East & Africa | 2027 | |
| Savola Group - Consumer Brand Push | SAR 4B | No partner named | Middle East & Africa | 2028 | |
| Patchi Chocolate - Global Luxury Push | $250M | No partner named | Middle East & Africa | 2026 | |
| Tiger Brands - Africa Market Push | ZAR 11B | No partner named | Middle East & Africa | 2028 | |
| Lactalis MEA - Premium Dairy Expansion | €900M | No partner named | Middle East & Africa | 2027 | |
| Tata Consumer - Global Powerhouse Push | ₹23,000Cr | No partner named | Asia Pacific | 2026 | |
| ITC - FMCG Diversification | ₹15,000Cr | No partner named | Asia Pacific | 2027 | |
| Hindustan Unilever - Premiumisation Drive | ₹30,000Cr | Warm entry | Asia Pacific | 2026 | |
| Kirin Holdings - Health Premium Expansion | ¥230B | No partner named | Asia Pacific | 2027 | |
| Asahi Premium International | ¥180B | No partner named | Asia Pacific | 2027 | |
| WH Group - International Brand Elevation | $2.4B | No partner named | Asia Pacific | 2028 | |
| Yili Innovation - International Push | RMB 22B | No partner named | Asia Pacific | 2027 | |
| Vitasoy - Brand Refresh & Expansion | HKD 3.3B | No partner named | Asia Pacific | 2026 | |
| Grupo Bimbo - Global Refresh | $2.2B | No partner named | Latin America | 2027 | |
| Grupo Lala - Premium Dairy Push | MXN 14B | No partner named | Latin America | 2027 | |
| Arcor - Global Portfolio Elevation | $1.1B | No partner named | Latin America | 2028 | |
| JBS - Global Brand Elevation | R$17B | No partner named | Latin America | 2028 | |
| FEMSA - Premium Retail & Brand | MXN 50B | No partner named | Latin America | 2026 |
Join the dialogue on FMCG
Senior leaders navigating this landscape. By invitation.
Lookbook · B2B Events
38 flagship events. $300M+ in annual production spend.
Every major B2B technology company runs an annual flagship event for its customers. The venues are world-class, the production values are high, the content is carefully prepared. The question of what they could be - as designed experiences, as opposed to produced spectacles - has been asked seriously in only a handful of cases.
Key insights
Spotlight opportunities
Full intelligence matrix (38 organisations)
| Organisation | Capital | Status | Region | Launch | Priority |
|---|---|---|---|---|---|
| Autodesk University - Experience Redesign | $45M annual | No partner named | North America | 2026 | |
| ServiceNow Knowledge - Scale Moment | $60M annual | No partner named | North America | 2026 | |
| Salesforce Dreamforce - Experience Evolution | $150M+ annual | Warm entry | North America | 2026 | |
| Microsoft Ignite - Hybrid Experience | $80M annual | Warm entry | North America | 2026 | |
| AWS re:Invent - Premium Experience Layer | $200M+ annual | Warm entry | North America | 2026 | |
| Google Cloud Next - Brand Experience | $90M annual | No partner named | North America | 2026 | |
| Oracle CloudWorld - Revitalisation | $70M annual | No partner named | North America | 2026 | |
| SAP Sapphire - AI Experience Shift | $55M annual | No partner named | North America | 2026 | |
| Workday Rising - Premium HR Tech Event | $35M annual | No partner named | North America | 2026 | |
| Snowflake Summit - Breakout Moment | $40M annual | No partner named | North America | 2026 | |
| Databricks Data+AI Summit | $30M annual | No partner named | North America | 2026 | |
| PTC LiveWorx - Industrial IoT Experience | $25M annual | No partner named | North America | 2026 | |
| Siemens DI Forum - Digital Twin Experience | $28M annual | No partner named | North America | 2026 | |
| Bentley Year in Infrastructure | $22M annual | No partner named | North America | 2026 | |
| ESRI User Conference - Mapping Experience | $30M annual | No partner named | North America | 2026 | |
| Trimble Dimensions - Transformation Event | $18M annual | No partner named | North America | 2026 | |
| IBM Think - AI Era Transformation | $50M annual | Warm entry | North America | 2026 | |
| Cisco Live - Network Experience | $65M annual | Warm entry | North America | 2026 | |
| HPE Discover - GreenLake Experience | $40M annual | No partner named | North America | 2026 | |
| Dassault 3DExperience World | $30M annual | No partner named | Europe | 2026 | |
| SAP NOW Europe - Digital Enterprise | €25M annual | No partner named | Europe | 2026 | |
| MongoDB World Europe | $15M annual | No partner named | Europe | 2026 | |
| Aveva World - Industrial Intelligence | $20M annual | No partner named | Europe | 2026 | |
| Hexagon Live - Reality Capture | $22M annual | No partner named | Europe | 2026 | |
| Siemens Realize Live Europe | €28M annual | No partner named | Europe | 2026 | |
| PTC Europe User Summit | £12M annual | No partner named | Europe | 2026 | |
| GITEX Global - World Tech Conference | $120M annual | Warm entry | Middle East & APAC | 2026 | |
| inD JV - Informa/DWTC Experience Platform | $500M JV | No partner named | Middle East & APAC | 2026 | |
| ADIPEC - Energy Transition Experience | $80M annual | Warm entry | Middle East & APAC | 2026 | |
| AWS Summit Singapore | $30M annual | Warm entry | Middle East & APAC | 2026 | |
| Google Cloud Next APAC | $25M annual | No partner named | Middle East & APAC | 2026 | |
| Salesforce World Tour Sydney | A$18M annual | No partner named | Middle East & APAC | 2026 | |
| Microsoft Tech Summit Asia | $22M annual | No partner named | Middle East & APAC | 2026 | |
| Africa Tech Festival - Cape Town | $12M annual | No partner named | Emerging | 2026 | |
| India Mobile Congress - Digital India | ₹420Cr | No partner named | Emerging | 2026 | |
| LEAP Conference - Saudi Tech Vision | SAR 300M | Warm entry | Emerging | 2026 | |
| GITEX Africa - Marrakech | $25M annual | No partner named | Emerging | 2026 | |
| eMerge Americas - Latin Tech | $15M annual | No partner named | Emerging | 2026 |
Join the dialogue on B2B Events
Senior leaders navigating this landscape. By invitation.
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