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

  • April retail sales: Spring has sprung for mass channels while others cool
    Growth slowed in April for most channels even though spending plans expanded. Find out in this article why this key indicator may have failed ...
  • Climate change: Macro planning for the next era of retail
    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 ...
  • 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 ...
  • 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

April retail sales: Spring has sprung for mass channels while others cool

30 May 2019

  By: Doug Hermanson

Growth slowed in April for most channels even though spending plans expanded. Find out in this article why this key indicator may have failed to boost retail growth for most while mass improved.

 
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.

View All

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: 661

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 ...

View All

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: 438

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, ...

View All

Market Forecasts

 
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.

 
Summary Slides

Russia: modern trade channels update - May 2019

30 May 2019

By: Vadim Khetsuriani.  16 Slides

Stay up to date on the latest trends, forecasts and initiatives across this vast key market as consolidation and transformation continues to impact supplier strategy among key customers.

 
Followers: 227
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.

View All