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

  • October retail sales: Spending plans provide holiday optimism after lukewarm month
    Retail sales growth for October trended below last year’s pace, potentially foreshadowing slower ...
  • 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 ...
  • 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 ...
  • Holiday Retail Preview
    WHAT ARE THE PROSPECTS FOR RETAIL PERFORMANCE THIS HOLIDAY SEASON?
  • 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

October retail sales: Spending plans provide holiday optimism after lukewarm month

3 Dec 2018

  By: Doug Hermanson

Retail sales growth for October trended below last year’s pace, potentially foreshadowing slower holiday growth this year. Find out in this article the opportunities and threats that are emerging in the holiday fourth quarter.

 
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.

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Topical Pulse

 
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: 517

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: 517

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.

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Future Outlook

 
Summary Slides

Forming new alliances in the battle for share: Key insights and interactive workshop

14 Dec 2018

By: Doug Hermanson.  30 Slides

Identify the fastest-growing areas of the consumer industry. Learn how CPG categories are teaming up with fast-growing areas of the consumer industry to outpace total growth.

 
Summary Slides

Capitalizing on the future of services in an interconnected retail environment

14 Dec 2018

By: Doug Hermanson, Hannah Hayes.  57 Slides

Recognize the opportunity to generate incremental sales as shoppers shift more spending toward retailer services. Understand how new technology and the push to create seamless, interconnected retail operations enable both new opportunities and disruptions to the services landscape.

 
Summary Slides

Turkey: Retail Today and Tomorrow (But Mostly Today)

10 Dec 2018

By: Ray Gaul.  31 Slides

An overview of the Turkish retail landscape, the drivers and economic and consumer shifts shaping the environment and presenting both challenges and opportunities to retailers and suppliers throughout the market.

 
Followers: 396
BLOG POST

Volatility in 2019

26 Nov 2018  By: Ray Gaul

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 ...

 
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.

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Market Forecasts

 
Followers: 396
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.

 
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.

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