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

  • March retail sales: A lukewarm start for the spring sales season
    Find out in this article how channels fared in early spring and the macro trends shaping the key sales season.
  • Home improvement forecasts and outlook: Spring 2019 update
    Kantar Consulting’s latest home improvement forecasts indicate a sea change is upon the channel after it led the retail average for most of the ...
  • Going Fast in a Slowdown: How a Recession Might Impact the Near Future of Commerce
    Now is the time to prepare for a potential economic slowdown. Kantar Consulting’s Chief Knowledge ...
  • U.S. macro outlook: 2019 channel forecast
    The latest macro outlook focuses on the job, price, channel, category, and geographic trends expected for the 2019 sales season, including what ...
  • Canadian macroeconomic and retail sales overview
    Canada’s retail environment is stable, but higher interest rates, trade uncertainties, and cuts in oil production have rattled consumer confidence. ...
  • US eCommerce outlook: Category group forecasts
    This slide deck summarizes Kantar Consulting’s U.S. online and in-store category spending forecasts to 2023. Additionally, gain access to all ...
    

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

 
ARTICLE

Premiumization in the Czech Republic: Taking advantage of rising consumer wealth

10 May 2019

  By: Vadim Khetsuriani

The Czech economy is forecast for healthy growth, meaning premium products are increasingly in favour with shoppers. But how can suppliers exploit this opportunity, and which retailers are making the most meaningful connections with Czech shoppers?

 
ARTICLE

March retail sales: A lukewarm start for the spring sales season

29 Apr 2019

  By: Doug Hermanson

Find out in this article how channels fared in early spring and the macro trends shaping the key sales season.

 
ARTICLE

February retail sales: Consumables and online channels prop up growth

3 Apr 2019

  By: Doug Hermanson

The specialty channels flopped in February, while the consumables-focused channels were more resilient. Find out in this article the cause of the divergence and if it will continue through spring.

 
ARTICLE

January retail sales: A sluggish start to the new year

20 Mar 2019

  By: Doug Hermanson

Retail growth improved to only a moderate pace in January. Find out in this article the cause of sluggish growth and if trends will turn around soon.

 
ARTICLE

December retail sales: Little cheer in the government’s holiday sales estimates

25 Feb 2019

  By: Doug Hermanson

Retail sales growth in December slumped to a multi-year low. Find out in this article the economic causes of the slowdown and the retail channels that contributed most to the weaker growth.

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Topical Pulse

 
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.

 
Webinar

Emerging Macro Retail Trends Webinar: Putting a spotlight on the (life)stage of shoppers

29 Nov 2018, 11:00 AM EST

In the past, the age, generation, and lifestage of household shoppers may have been considered one and the same to suppliers and retailers—middle-aged boomers with children at home. Now, those three characteristics of household shoppers are quite distinct. For instance, the age at which households have children has change drastically from previous decades.Tune in to this webinar to learn the spending and shopping patterns of households as they move through a half dozen different lifestages.  ...

 
Followers: 657

North American retailers and suppliers breathed a sigh of relief last week when the United States, Mexico, and Canada reached a tentative new trade agreement to replace NAFTA. The direct effects on core retail are small, but there are large economic and political implications to consider inside ...

 
Webinar

US Home Improvement Webinar: Home improvement strategic checkup - Understanding the current retailer and shopper landscape to build future growth

2 Aug 2018, 01:00 PM EDT

As the macro environment stabilizes in a post-recession economy, the home improvement channel has fared particularly well, with a continued positive outlook in future forecasts. Amid this period of growth, key home improvement retailers have been proactive in investing in initiatives that will drive future growth, rather than resting on the laurels of recent successes. Six months after announcing major changes to strategic initiatives, Home Depot’s investment of over $11 billion, aimed ...

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Future Outlook

 
Summary Slides

Climate change: Macro planning for the next era of retail

23 May 2019

By: Doug Hermanson.  67 Slides

Understand the hot, cold, and cooling macro trends in retail. Learn about the new era of retail that will emerge in the next couple of years due to drastic changes in the macro environment. Identify which shoppers, categories, and retailers will transition easiest to this new retail era.

 
Summary Slides

Going Fast in a Slowdown: How a Recession Might Impact the Near Future of Commerce

21 Mar 2019

By: Bryan Gildenberg, Doug Hermanson.  52 Slides

Now is the time to prepare for a potential economic slowdown. Kantar Consulting’s Chief Knowledge Officers and lead economist provide a new framework for speeding up your engagement with consumers as the economy slows.

 
Summary Slides

U.S. macro outlook: 2019 channel forecast

11 Mar 2019

By: Doug Hermanson.  40 Slides

The latest macro outlook focuses on the job, price, channel, category, and geographic trends expected for the 2019 sales season, including what the 2018 holiday means for growth this year.

 
Followers: 434

The present, the near future, and scenarios for what may happen over the next 18 months For UK-facing suppliers, retailers and consumers alike, no issue is more top-of-mind than the impending Brexit deadline currently scheduled for 29 March 2019. With a month until the date, uncertainty remains, ...

 
Webinar

Emerging Macro Retail Trends Webinar: Preparing for peak growth in 2019

13 Feb 2019, 11:00 AM EST

Economic and policy trends lifted growth in 2018 to its strongest pace in seven years. While much of this momentum is expected to continue into 2019, some of these trends will change course by the end of the year. All of this will keep the consumer industry on its toes, both to run after growth opportunities and potentially sidestep slower growth late in the year. Tune in to this webinar to learn the macro trends, forecasts, and strategies you need to win 2019. As part of this discussion, ...

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Market Forecasts

 
Followers: 223
BLOG POST

Macroeconomic Data Revisions

8 Mar 2019  By: Karolina Fiedler

Have you been browsing our insight centres recently, or revising your market, channel or retailer strategy? Have you noticed that some of the data has changed? Indeed, it has, but don’t worry, everything’s under control and we would like to explain why. What changed and why? Volatile ...

 
Summary Slides

Home improvement forecasts and outlook: Spring 2019 update

29 Mar 2019

By: Doug Hermanson.  11 Slides

Kantar Consulting’s latest home improvement forecasts indicate a sea change is upon the channel after it led the retail average for most of the postrecession period.

 
Followers: 434
BLOG POST

The most competitive market in retail

19 Nov 2018  By: Ray Gaul

Retailing in the Week Ahead, Week 47 Lehman Brothers filed for bankruptcy on 15 September 2008 – 10 years and two months ago. Over the past few months, many newspapers have been ‘memorializing’ the 10-year anniversary of the collapse of the global banking system by discussing ...

 
Summary Slides

US eCommerce outlook: Category group forecasts

31 Oct 2018

By: Doug Hermanson.  9 Slides

This slide deck summarizes Kantar Consulting’s U.S. online and in-store category spending forecasts to 2023. Additionally, gain access to all data and charts for fifteen online categories through a link on the webpage.

 
ARTICLE

China: Where to play in a new digital and eCommerce landscape

17 Oct 2018

  By: Kantar Consulting Research Team

With growth becoming harder to find, especially in Europe and the US, brands are looking to China for more than innovative solutions they can apply in more mature markets, but as a means of unlocking the huge growth potential on offer.

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