Exhibit 13: OCED data shows on average ~12% of elderly are receiving long-term care in institutions; among the individual countries there’s scope for low social welfare countries (e.g. US) to increase penetration significantly
Moreover, the elderly population is projected to grow at 3-3.5% in the next decade - Exhibit 14: There are ~1.2bn elderly population in the world now and it's projected to grow 3-3.5% annually in the next decade A more prosperous economy should drive the sports and entertainment industry. The sports economy alone is $2.3 trillion currently and forecasted to grow at 10% CAGR into $3.7 trillion by 2030, in a Jan-2026 World Economic Forum report. Out of the S2.3 trillion sports economy today, participatory sport and physical activity accounts for about $560 billion, while professional and elite sport is about $140 billion. Putting in other live entertainment events, Custom Market Insights has sized the 2025 live entertainment market at $535 billion. (see Exhibit 16 for an NFL example),the related catering opportunity could be ~$80bn, this compares with Compass' FY25 Sports & Leisure segment revenue of merely $6.5bn.