Macroeconomics Insight Center

Ahold Delhaize USA reported 0.2% growth in Q2 2019 for both comparable sales without fuel and net sales. This growth amounted to USD10.9 billion in net sales for the quarter when a strike at its Stop & Shop banner cost the company $345 million in sales. For the first half of the year, the ...

Kantar Worldpanel, the global market leader in consumer panels, reports that the total spending of the fast moving consumer goods (FMCG) grew by 6.9% in the 12 weeks to 14 June, compared to the same period last year. Stronger growth in Q2 is thanks partly to the 18-day-long online discount ...

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 ...

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, ...

Retailing in the Week Ahead, Week 48 Welcome back from the Black Friday bonanza. This year’s Black Friday took place in more countries than before, extended across more categories than before, lasted longer than before and included more gimmicks than ever. Some retailers called it Black ...

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 ...

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 ...

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 ...

Despite tax policy experts forecasting a lift to most households’ disposable income from the Tax Cuts and Jobs Act, shoppers are much less certain. This divergence between perception and potential reality suggests retailers should curb near-term expectations even as some in the policy ...