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

  • Retail Implications of the November 2017 Tax Reform Proposal
    Your particular retailer, category, or market will determine if you benefit from the new tax proposal. Find out here if you should ramp up or ...
  • Home Improvement Forecasts and Outlook
    In 2018, the core home improvement channel is expected to outpace the all-retail average for the seventh-straight year. Find out in this publication ...
  • September Retail Sales: Steady Topline Growth Despite Hurricane Effects
    According to government-reported sales results, topline growth held steady in September. Find out in this article how the string hurricanes in ...
  • 2017 Winter Holiday Forecasts
    Select U.S. forecasts for the winter holiday quarter are featured in this summary slide deck. Data for all underlying channel forecasts—nominal, ...
  • U.S. Macro Outlook: Upper-Income Households to Drive Third-Quarter Growth
    This slide deck features an outlook for the macro, retail, and shopper environment in the third quarter. The current and future macro landscape ...
  • U.S. eCommerce Outlook: Category Group Forecasts
    This slide deck summarizes Kantar Retail’s U.S. online channel forecast and in-store versus online category spending forecasts to 2022.
    

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: Positive Trends Ahead of the Holiday Season

21 Nov 2017

  By: Doug Hermanson

With the winter holidays just around the corner, find out what the latest retail results tell us about the upcoming holiday.

 
ARTICLE

September Retail Sales: Steady Topline Growth Despite Hurricane Effects

17 Oct 2017

  By: Doug Hermanson

According to government-reported sales results, topline growth held steady in September. Find out in this article how the string hurricanes in recent weeks has and hasn’t affected the retail economy.

 
ARTICLE

August Retail Sales: Back to School Hits Some Speed Bumps

5 Oct 2017

  By: Doug Hermanson

According to government-reported sales results, growth slowed in August. Find out in this article how macro, competitive, and weather-related trends conspired to keep retail sales growth moderate during a key month of the back-to-school season.

 
ARTICLE

July Retail Sales: Back-to-School Sales Get Off to a Solid Start

23 Aug 2017

  By: Doug Hermanson

According to government-reported sales results, growth picked up to a 13-month high in July. Find out in this article what channels drove the growth and if growth at this pace is expected to continue throughout the back-to-school sales period.

 
ARTICLE

June Retail Sales: Slow Growth Despite Improved Spending Intentions

25 Jul 2017

  By: Doug Hermanson

According to government-reported sales results, growth deteriorated in June. Find out what this means for the upcoming back-to-school sales period in this article.

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Topical Pulse

 
Followers: 358

Here’s more cold water thrown in the face of retailers and suppliers frustrated by moderate sales growth—more and more consumers are actually spending outside their budgets to make those purchases. According to personal income data from the U.S. Department of Commerce, the savings ...

 
ARTICLE

Retail Implications of the November 2017 Tax Reform Proposal

9 Nov 2017

  By: Doug Hermanson

Your particular retailer, category, or market will determine if you benefit from the new tax proposal. Find out here if you should ramp up or scale down your sales plans if this bill is passed.

 
Webinar

US Home Improvement Webinar: The Home Improvement Shopping Experience - Capitalizing on the Box

2 Nov 2017, 01:00 PM EDT

With growth consistently above the retail average, the home improvement is an outlier in a time where big box growth is lagging. To continue success as new technology enters the market and more shoppers shift preferences towards digital and convenience, key home improvement retailers will need to modernize the box to better align with shopper expectations. As part of this discussion, attendees can expect to learn: Kantar Retail's latest forecasts for home improvement performance this ...

 
Followers: 358

One brick-and-mortar retail channel will outpace the all-retail average for the seventh-straight year in 2018. It’s not club, and not even the discounter channel will manage that streak. Only the home improvement channel has consistently gained share of retail sales in the past six years ...

 
Followers: 358

The focus of the retail industry will be quickly turning in September from the back-to-school season to the winter holidays. Kantar Retail’s newly minted holiday 2017 forecast indicates retailers and suppliers should look to the holiday with divided expectations. Upscale and value-based ...

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Future Outlook

 
Webinar

Emerging Macro Retail Trends Webinar: Minding the Children - What Shifting Household Dynamics Mean for Retail

15 Nov 2017, 11:00 AM EST

Households with children remain an essential segment for manufacturers and retailers—that hasn't changed. But plenty has changed in terms of the demographics, category purchase decisions, and shopping behavior of this segment. In this webinar, we will give you the insights you need to profitably capture the spending of current and future families. As part of this discussion, expect to learn: How the widening income divide has affected households with children The growing geographic ...

 
Summary Slides

Kantar Future’s U.S. Download on Retail

16 Oct 2017

By: Kantar Futures, Kantar Retail Research Team.  34 Slides

2017 has been a disruptive year for retail, shaking up traditional approaches to the category. Kantar Future’s U.S. Download on Retail, created in partnership with Kantar Retail, explores what’s driving this change in the industry, how shoppers’ expectations have changed.

 
Followers: 473

Today, Saudi women and the global community are rejoicing with the news that Saudi Arabia has finally allowed its women to drive. As a woman from the region, I must stress that the social and cultural enormity of this announcement should not be underestimated. What many of us take for granted ...

 
Webinar

Emerging Macro Retail Trends Webinar: Kantar Retail's Holiday 2017 Forecast: Netting Out Sales Amid the Crosswinds

30 Aug 2017, 11:00 AM EDT

The performances of many retailers were upended last holiday by online' s dominance, government-related disruptions, and heightened shopper demands. Retailers should expect these winds of change to grow stronger this holiday. Tune in to this webinar for the unveiling of Kantar Retail's 2017 holiday forecast and hear our perspective on how retailers and suppliers should navigate these crosswinds during the biggest selling season of the year. As part of this discussion, expect to learn: The ...

 
Summary Slides

U.S. Macro Outlook: Upper-Income Households to Drive Third-Quarter Growth

17 Aug 2017

By: Doug Hermanson.  27 Slides

This slide deck features an outlook for the macro, retail, and shopper environment in the third quarter. The current and future macro landscape is painted through a key implications slide, and over two dozen slides featuring data, graphics, and forecasts.

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Market Forecasts

 
Summary Slides

Home Improvement Forecasts and Outlook

20 Oct 2017

By: Doug Hermanson.  12 Slides

In 2018, the core home improvement channel is expected to outpace the all-retail average for the seventh-straight year. Find out in this publication what these trends mean for suppliers and retailers.

 
Summary Slides

2017 Winter Holiday Forecasts

15 Sep 2017

By: Doug Hermanson.  13 Slides

Select U.S. forecasts for the winter holiday quarter are featured in this summary slide deck. Data for all underlying channel forecasts—nominal, real, and price series—are available via a link on the webpage.

 
Summary Slides

U.S. Channel Forecasts: Q3 Outlook

7 Aug 2017

By: Doug Hermanson.  10 Slides

Forecasts for the back-to-school quarter by channel are featured in this summary slide deck. Data for all underlying channel forecasts—nominal, real, and price series—are available via a link on the webpage.

 
Summary Slides

U.S. eCommerce Outlook: Category Group Forecasts

19 Jun 2017

By: Doug Hermanson, Robin Sherk.  12 Slides

This slide deck summarizes Kantar Retail’s U.S. online channel forecast and in-store versus online category spending forecasts to 2022.

 
ARTICLE

Five Retail Implications From Category Trends

4 May 2017

  By: Doug Hermanson

Kantar Retail’s latest U.S. category forecasts indicate the future of retail will look less familiar and in some ways will be even more challenging than the previous five years. This article presents five of the biggest implications from these market-altering category trends.

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