Investor Relations Update
INVESTOR RELATIONS
Exposure to broad sources of consumer demand
BASIC DAILY NEEDS¹ | POPULATION
GROWTH
M
450
~38%
CYCLICAL SPENDING¹ | LIFESTYLE
UPGRADES
$B
300
~28%
PROLOGIS
STRUCTURAL TRENDS¹ | ONLINE
SHOPPING
$B
300
400
of customer base consists
250
of customer base
250
of basic daily needs¹,
includes cyclical
which increases along with
spending¹
the population
200
200
350
300
250
200
150
100
50
150
50
100
50
~34%
of customer base
covers structural
trends¹
150
0
0
00
05
10
15
20 23
00
05
10
15
20
23
00
05
10
110
15
00
20 23
23
Source: Prologis Research, U.S. Census, BEA, Euromonitor.
1. Basic daily needs include items like food and beverage, apparel, fast-moving consumer goods, packaging and plastics. Cyclical spending examples include auto, construction, electronics, appliances and home goods.
Structural trend examples include general retail, transportation and healthcare.
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