Relevant views on the economy and its impact on shoppers, retail and trade strategy.

  • Recession watch 2020
    Policies are shifting quickly, trade tensions are intensifying, and investment is flagging. These eroding macro conditions should put everyone ...
  • Demographic trends to bet on in the next decade
    If you were caught flat-footed chasing the key demographic trends of the last decade, get a head start on catching the next decade’s.
  • US eCommerce outlook: Category group forecasts
    See Kantar’s U.S. online and in-store category spending forecasts to 2024. In addition, gain access to all data and charts for 15 online categories.
  • Recarving the 10 commandments for doing right in a recession
    The old rules for managing brands in a recession no longer apply. Learn new rules of engagement based on three household budget types.
  • Canadian macroeconomic and retail sales overview
    Our most recent insights on Canada’s macroeconomic health include a look at housing affordability, consumer confidence, household spending, growth ...
    

The macro economy is polarizing households at both ends of the income spectrum. Adjusting to this new world of Haves and Have Nots is key to creating value - and long-term success - in today's retail marketplace.

Key Indicators

 
Followers: 685

Key takeaways   Shoppers surveyed through ShopperScape® signaled that they would curtail some of their spending after the holiday, likely to pay down credit card balances and recoup savings. Online shoppers dialed back their spending in January after driving the strongest nonstore ...

 
Followers: 685

Total retail sales growth warmed up in the 2019 holiday, but some channels were left out in the cold. Shoppers shunned most in-store specialty and department store channels in favor of online and select mass retailers. The mixed holiday performance has already triggered a few retailers to announce ...

 
ARTICLE

November retail sales: Sluggish growth in the Black Friday month

18 Dec 2019

  By: Doug Hermanson

Black Friday shoppers were slow on the draw in November. Find out in this article what contributed to the sluggishness and if growth will pick up in December.

 
ARTICLE

October retail sales: Growth slips to five-month low to start the holiday fourth quarter

25 Nov 2019

  By: Doug Hermanson

Growth lost momentum in October. Find out in this article what channels contributed to the slowdown and if these trends are expected to continue into the peak holiday season.

 
ARTICLE

September retail sales: Previously hot online growth simmers down late in the summer

30 Oct 2019

  By: Doug Hermanson

Online shoppers cooled off a bit in September, contributing to slower topline growth. But there were reasons to be optimistic about the economy and retail sales as we head into the winter holiday quarter. Find out more in this article.

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Topical Pulse

 
Webinar

Emerging Macro Retail Trends Webinar: Segmentation reboot - “New” demographics to focus on in the coming decade

21 Nov 2019, 11:00 AM EST

Demographic trends in the coming years will upend stereotype’s and dramatically shift growth opportunities. Some of these trends have already emerged and yet we’re still relying on our old segmentation strategies. Now, is time to reboot your demographic assumptions for the next decade. Learn in this webinar what demographics we expect to the move the needle for sales in the consumer industry and the strategies needed to attract these shoppers. Expect to learn: Differentiate ...

 
Summary Slides

Global macro outlook

1 Jul 2019

By: Doug Hermanson.  17 Slides

Global growth is slowing, altering the price and demand trends expected at global retailers. Find out in this summary slide deck the leading and lagging markets and the implications for retailers.

 
ARTICLE

Escalating tariffs: Assessing the current and future implications for retail

18 Jun 2019

  By: Doug Hermanson

U.S. trade tariffs are escalating, raising costs for U.S. retailers and suppliers. Find out in this article the strategies they are deploying to soften the effect and the future implications of the ongoing trade war.

 
Webinar

Emerging Macro Retail Trends Webinar: A changing climate for category growth

25 Apr 2019, 11:00 AM EST

With the release of Kantar Consulting’s annual category forecasts in April, the economic climate in the next decade will become the focus of the outlook. Gone is the chill of the post-recovery era. Soon to fade will be the warmer growth felt late in the 2010’s. Arriving in the 2020’s will be a different economic and demographic climate in which some categories will continue to flourish while others will see their growth curtailed. Expect to learn:  ...

 
Summary Slides

U.S. retail outlook for 2019+

16 Jan 2019

By: Kantar Consulting Research Team.  60 Slides

What’s on tap for U.S. retail this year? Our comprehensive report covers macro, shopper, channel, and retailer expectations for 2019.

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Future Outlook

 
Followers: 149

In a society with so much focus on millennials, we have almost forgotten another, even more promising generation: seniors. Brands and distributors have not yet developed customer relations adapted to the over-55s and there are few specific offers that appeal to rather than stigmatise the elderly. ...

 
Summary Slides

2020+ European retail outlook

15 Jan 2020

By: Kantar Research Team, Derya Guvenc.  68 Slides

Kantar’s 2020+ European Retail Outlook report will help brands prioritise investment, allocate resources in the right places and capture new incremental growth while driving volume. For all CPG functions, this delivers a holistic overview of the forces at play now and in the future across Europe.

 
Summary Slides

Recession watch 2020

13 Dec 2019

By: Doug Hermanson.  30 Slides

Policies are shifting quickly, trade tensions are intensifying, and investment is flagging. These eroding macro conditions should put everyone on watch for a recession.

 
Summary Slides

Demographic trends to bet on in the next decade

13 Dec 2019

By: Doug Hermanson, Timothy Campbell.  38 Slides

If you were caught flat-footed chasing the key demographic trends of the last decade, get a head start on catching the next decade’s.

 
ARTICLE

Doing right in a recession: The first commandment

4 Nov 2019

  By: Bryan Gildenberg

When the economy goes into a downturn, shoppers downshift their spending. Learn why trading down is more complex than it seems and how to refocus your efforts more efficiently and profitably during a recession.

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Market Forecasts

 
Summary Slides

US eCommerce outlook: Category group forecasts

10 Dec 2019

By: Doug Hermanson.  10 Slides

See Kantar’s U.S. online and in-store category spending forecasts to 2024. In addition, gain access to all data and charts for 15 online categories.

 
Summary Slides

Canadian macroeconomic and retail sales overview

13 Sep 2019

By: Doug Hermanson, Ellie Pinto.  20 Slides

Our most recent insights on Canada’s macroeconomic health include a look at housing affordability, consumer confidence, household spending, growth by region, and more.

 
ARTICLE

Slower back-to-school quarter expected in 2019

17 Jul 2019

  By: Doug Hermanson

Kantar has just released its quarterly retail channel forecasts with a heightened focus on the back-to-school third quarter. Find out how to access the forecasts and what macro trends will shape retail in the coming months.

 
Summary Slides

Online Retail Country Profile: China

6 Jun 2019

By: Kelly Petropoulou.  13 Slides

Learn how China's fast-evolving and future-focused online sector is developing as we use Kantar’s 2018 Digital CommerceScope data to explain where growth can be found for FMCG in one of the largest and digitally advanced retail environments worldwide.

 
Summary Slides

Online Retail Country Profile: Germany

6 Jun 2019

By: Harriet Leach.  13 Slides

Using Kantar’s 2018 Digital CommerceScope data, this report details the growth areas within Germany's growing eCommerce space, detailing opportunities for category development and the best plays on which to focus in the emerging online sector.

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