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

  • Canadian macroeconomic and retail sales overview
    Several market disruptions, including COVID-19, have recently erupted in Canada. Check out how these disruptions and other macroeconomic factors ...
  • 2020 US macro outlook
    This summary slide deck presents graphics and insights supporting Kantar’s baseline channel forecasts and what a downmarket scenario might mean ...
  • February retail sales: Only small signs of a COVID-19 impact early in the crisis
    Growth held up in February with signs of only a small initial retail sales impact from COVID-19. ...
  • Doing right in a recession: The second commandment
    Thou shalt idolize only the Federal Reserve and other central banks is the second commandment that Kantar encourages you to rethink in the next ...
  • Recession risks rise due to COVID-19
    COVID-19, the disease caused by the new coronavirus, has emerged as a threat to economic growth in North America. Here’s an assessment of its ...
  • January macro indicators: Rising costs dampen job market benefits
    Key macro indicators painted a mixed picture for the retail economy in January. Find out how they might have affected your sales performance.
    

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: 691

Key takeaways  Shoppers surveyed through ShopperScape® around the time the stock market selloff began in late February signaled they were keeping their spending plans steady. Top-line retail growth benefited a great deal from a comparison to very weak growth in the year-ago period ...

 
ARTICLE

January macro indicators: Rising costs dampen job market benefits

28 Feb 2020

  By: Doug Hermanson

Key macro indicators painted a mixed picture for the retail economy in January. Find out how they might have affected your sales performance.

 
Followers: 691

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 ...

2 comments

 
Followers: 691

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.

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Topical Pulse

 
Followers: 691

COVID-19, the disease caused by the new coronavirus, has emerged as the pernicious element that has often contributed to past US recessions — an unpredictable and hard-to-quantify global event. The global disease joins the two other common recession ingredients — shifting policies ...

 
Followers: 691

A delay in the processing of tax refunds has likely dampen retail sales growth in the first two months of 2020. Cash Flow consumers are likely the most directly affected given they have limited savings to fall back on. Suppliers and retailers that operate in the discounter or mass/value channels ...

 
Followers: 155

Despite the increasing numbers of cases of COVID-19 across Asia, the top fear is not falling sick but the threat that the virus may hurt individuals’ financial health, according to a recent study* conducted by Kantar.  As the global financial markets plummet in what seems to be the ...

 
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.

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Future Outlook

 
Summary Slides

2020 US macro outlook

18 Mar 2020

By: Doug Hermanson.  32 Slides

This summary slide deck presents graphics and insights supporting Kantar’s baseline channel forecasts and what a downmarket scenario might mean for growth and shoppers.

 
Followers: 155

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.

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Market Forecasts

 
Summary Slides

Canadian macroeconomic and retail sales overview

25 Mar 2020

By: Doug Hermanson, Ellie Pinto.  22 Slides

Several market disruptions, including COVID-19, have recently erupted in Canada. Check out how these disruptions and other macroeconomic factors will influence Canadian retail.

 
ARTICLE

COVID-19 casts shadow over 2020 US retail forecast

11 Mar 2020

  By: Doug Hermanson

Kantar’s just-released 2020 macro channel forecasts provide valuable insights on the competitive retail environment. We detail the assumptions, results, and implications for retailers and suppliers in this article.

 
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.

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