According to Mizuho, the global aging population is an undervalued trend that helps push some stocks higher. The oldest cohort represents an increasingly larger portion of the total population as people live longer and their fertility rates decrease. It has a major impact on the economy and the companies that cater to their needs. Mizuho’s analysis shows that spending by American consumers over the age of 75 will almost double over the next five years. According to the analysis, total spending will increase by 2030 to $1.6 trillion by 2030 and to $2.2 trillion in 2035, and to $2.2 trillion in 2035, according to the analysis. Elderly consumers spend money differently than average consumers, with some of their income coming from healthcare and rentals. The company sorted the stocks and decided which ones were poised to become net winners and came up with a list that represented their top picks. There are seven of these names. Health conditions associated with aging populations are accompanied by increased medical costs. Analyst Anne Hines said some of the beneficiaries are hospitalized rehabilitation centres. If patients are healthy enough to be discharged from the hospital, but require more care, they will be redirected to these types of facilities. Health insurance, which owns and operates an inpatient rehabilitation center, specializes in medically complex elderly people (average patient age of 72), and as (the overall market of gross address) grows directly with the elderly, “it’s well positioned to benefit from the silver wave,” writes Hines. EHC YTD Mountain encompasses health in 2025. She has a price target of $105 for the stock price. She cited the company’s strong foundations. She believes it will promote Long’s sustainable growth. Analyst Anthony Petrone writes Glaukos, among senior beneficiaries, a medical technology company focused on glaucoma. The prevalence of glaucoma, a disease that damages the optic nerve of the eyes, is expected to increase by 58% among people over the age of 80 by 2035, he said. Petrone’s top stock pick is Glaukos, focusing on glaucoma treatments, including implants to relieve intraocular pressure. The company estimates that the entire addressable market for glaucoma implants in the United States will be from $1.2 billion in 2025 to $1.9 billion in 2035. “We believe GKOS (Outperform) is in the best position to benefit from this megatrend due to its major position in minimally invasive stents (MIGs) and the destructive idol revolution’s drug delivery solutions,” Petrone said. His $200 price target means that the stock will almost double (up 98%) from the end of Wednesday. Home Depot seniors prefer to stay at home or in the spot as long as possible. But they tend to own older homes, which should encourage increased spending on home improvements, said analyst David Bellinger. His top pick is Home Depot. “The transition to rapidly aging housing stock and services should represent an ongoing positive for home-related maintenance needs and repairs,” he said. Around 65% of U.S. homes will increase by 2048 from the current 53% proposed by US Census Bureau data at least 40 years ago, Bellinger noted. The renovation of the HD YTD Mountain Home Depot could also be set on fire by relocating homes to children and selling homes to younger generations, he added. He has a price target of $450 at Home Depot, meaning a 27% increase from the end of Wednesday. Well Tower, they rely on the elderly as Americans age and are unable to live in their homes. Analyst Vikram Malhotra says the result should strengthen demand and pricing power over the next decade. He said Welltower and Ventus, real estate investment trusts, are “clear winners.” “We are slightly favorable given their larger operational implementation. Furthermore, our strong balance sheets and attractive capital costs could further accelerate growth (finances from operations),” Malhotra said. Analysts raised Welltower’s price target from $170 to $141 per share, and Ventas’s target from $68 to $75. The former suggests a 14% increase since the end of Wednesday, while the latter suggests a 11% increase. Analyst James Lee said that as Americans get less mobile, they will likely turn into more online convenience. His top pick in the industry is food delivery company Doordash. His $222 price target suggests that the stock could rise 16% compared to the end of Wednesday. “Data from our industry checks suggests that between the use of 30-60 delivery services, US consumers are three times more than 60 consumers,” Lee said. “Coupled with an increase in physical needs for mobility and overall delivery convenience services, a rapidly aging population must represent a continuous positive for related needs across mobility, food delivery and groceries.” Simply tasty food Mizuho sees an underrated opportunity for the growth of active nutrition categories. Analyst John Baumgartner is used to the Atkins diet, so he positions its simple, delicious food known for its protein bar and its read shaking under Atkins, Quest and Owin brands as part of its benefits. Mizuho’s survey shows that only 30% of consumers over the age of 60 are regular buyers of protein nutrition products. In Wall Street terminology, it means that the cohort is not invaded. By comparison, 60% of people aged 45 to 60 purchase protein products. SMPL YTD Mountain Simply Good Foods “We believe this gap can be narrowed by keeping the consumers of the category longer through age-specific products and marketing. He has a $45 price target for Simply Good Foods, the opposite of about 35% since the end of Wednesday.
Aging society is a trillion dollar opportunity. These stocks could be a winner
