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

  • U.S. macro outlook: Holiday forecast
    Macro conditions will support above-average holiday growth for the second-straight year, but some trends have changed dramatically since last ...
  • August retail sales: Growth during the back-to-school months outpaces last year
    Retail sales growth for August in combination with July points to a stronger back-to-school ...
  • Holiday Retail Preview
    WHAT ARE THE PROSPECTS FOR RETAIL PERFORMANCE THIS HOLIDAY SEASON?
  • Home improvement forecasts and outlook
    Kantar Consulting’s latest home improvement forecasts indicate the channel will remain a bright spot for retail. Find out in this publication ...
  • Canadian Macroeconomic and Retail Sales Overview
    The Canadian retail industry is growing at a moderate pace versus last year. The economy has been creating jobs; however, trade tariffs and other ...
  • Category forecasts to 2023: Evolving strategies for capturing share of wallet
    Kantar Consulting’s recently released category forecasts indicate a change in strategy is needed ...
    

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

September retail sales: Spending slows as growth hits a five-month low

19 Oct 2018

  By: Doug Hermanson

Retail sales growth slowed in September, but there were some notable bright spots. Find out in this article the macro factors that contributed to the mixed trends and what they mean for holiday.

 
ARTICLE

August retail sales: Growth during the back-to-school months outpaces last year

27 Sep 2018

  By: Doug Hermanson

Retail sales growth for August in combination with July points to a stronger back-to-school this year, but it wasn’t because of significantly stronger spending plans. Find out in this article what contributed to the growth and what channels benefited.

 
ARTICLE

July retail sales: Solid growth to start the back-to-school season

29 Aug 2018

  By: Doug Hermanson

Retail sales growth maintained a solid pace in July. Find out in this article what channels are on the road toward a better back-to-school season this year.

 
ARTICLE

June retail sales: Strong growth ahead of the back-to-school season

20 Jul 2018

  By: Doug Hermanson

Retail sales growth maintained a strong pace in June. Find out in this article what contributed to the growth and if similar trends are expected for the upcoming back-to-school season.

 
ARTICLE

May retail sales: Growth lifted by improved weather and job growth

27 Jun 2018

  By: Doug Hermanson

Retail sales growth in May matched its strongest growth in five months. Find out in this article which retail channels drove the acceleration, and what macro factors encouraged shoppers to spend more than they did in the previous month.

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Topical Pulse

 
Followers: 419

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 ...

 
Followers: 419

The macro outlook for the back-to-school season is mostly positive according to Kantar Consulting’s latest forecast, but households without children are likely to drive most of the spending in the third quarter. Top-line growth in the back-to-school third quarter will be 4.4%, up from ...

 
ARTICLE

Back-to-school season expected to be the strongest in four years

23 Jul 2018

  By: Doug Hermanson

Kantar Consulting’s forecast for the back-to-school third quarter is encouraging for most retailers, but an evolved strategy may be needed to win back-to-school shoppers and other households. We summarize the macro opportunities, challenges, and strategies shaping the back-to-school season.

 
Webinar

US Home Improvement Webinar: Aligning with retailer services to build value across shopper segments

20 Jun 2018, 01:00 PM EDT

In a time when shoppers are empowered by digital technology and presented with a wider set of retail formats to choose from, many are rethinking their spending priorities and their views around value. Shoppers’ will no longer compromise on price, quality, or convenience elevating personalized experiences like services as key value differentiators in retail. In fact, Kantar Consulting forecasts that consumer spending on services will rise to 70% of all consumer spending by 2023. As ...

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Future Outlook

 
Summary Slides

Managing Three Forks in the ROA: Lessons for Russia from Europe’s Hard Discounters

11 Oct 2018

By: Ray Gaul.  43 Slides

Apply insight from European hard discounter strategy especially as it relates to shopper capture. Lessons learned: Challenges and opportunities with hard discounters.

 
Summary Slides

U.S. macro outlook: Holiday forecast

4 Oct 2018

By: Doug Hermanson.  35 Slides

Macro conditions will support above-average holiday growth for the second-straight year, but some trends have changed dramatically since last holiday. Find out in this summary slide deck how the economy has changed and what it means for shoppers, retailers and suppliers.

 
Summary Slides

The value of a dollar: Making 'cents' of the small-box macroeconomic landscape

27 Sep 2018

By: Doug Hermanson.  33 Slides

Find out how general economic indicators, expected near-term income shifts in key geographic and demographic groups, and changes in government actions will impact how the value and discounter channels move in the next two years.

 
Summary Slides

Canadian Macroeconomic and Retail Sales Overview

23 Aug 2018

By: Amar Singh, Doug Hermanson.  20 Slides

The Canadian retail industry is growing at a moderate pace versus last year. The economy has been creating jobs; however, trade tariffs and other macroeconomic factors are weakening consumer confidence. This report provides an overview of important Canadian macroeconomic and retail trends.

 
Webinar

Emerging Macro Retail Trends Webinar: Holiday 2018 Forecast - Staying on course in the wake of macro disruption

22 Aug 2018, 11:00 AM EDT

Many retailers this holiday will find themselves in an unfamiliar situation since the Great Recession made waves—trying to keep themselves sailing downwind, rather than just trying to plug the holes in their boat. Big box mass and select specialty retailers began to turn themselves around last holiday as shopper confidence gained strength. Tax policy changes and job gains will once again provide shoppers motivation this holiday, but retaining the loyalty of holiday shoppers will be ...

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Market Forecasts

 
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.

 
Summary Slides

Hard discounters in Russia: A trend or a fad?

11 Oct 2018

By: Vadim Khetsuriani.  25 Slides

Explore the role of private label and exclusive brands versus national brands in hard discounters. Examine the different hard discount business models in place in Russia, and know how your category operates in each. Understand specific shopper trips that hard discounters capture.

 
Summary Slides

Home improvement forecasts and outlook

29 Aug 2018

By: Doug Hermanson.  11 Slides

Kantar Consulting’s latest home improvement forecasts indicate the channel will remain a bright spot for retail. Find out in this publication the macro and channel trends you need to know to capitalize on the opportunity.

 
ARTICLE

Category forecasts to 2023: Evolving strategies for capturing share of wallet

21 Jun 2018

  By: Doug Hermanson

Kantar Consulting’s recently released category forecasts indicate a change in strategy is needed for many suppliers to capture share of total spending. This article discusses the macro assumptions, forecast results, and strategic implications that are dialing up this loud call for action.

 
Followers: 419
BLOG POST

Improved retail growth in 2018

12 Feb 2018  By: Doug Hermanson

With new tax legislation, more of shoppers’ money will be going to retailers and less to the government in 2018, catalyzing the strongest retail sales growth since 2014. Retailers should still plan for old and new challenges in the coming quarters, which will offset some of the benefits ...

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