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

  • December retail sales: Holiday shoppers rebound from last year
    Shoppers finished the holiday period on a strong note. Find out in this article the where and why behind the December results, and if these trends ...
  • A cheerier holiday for U.S. retailers
    From government policy to in-store experience, find out in this blog what trends catalyzed growth this holiday.
  • U.S. Macro Outlook: Proposed Tax Cuts Needed to Firm Up Demand in 2018 (Preliminary Report)
    This slide deck features a preliminary expectations for the macro environment in 2018. Also ...
  • Canadian Macroeconomic and Retail Sales Overview
    Canada has the fastest growing, but perhaps the most uncertain, growth trajectory among major developed markets. Find out in this report why and ...
  • 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

December retail sales: Holiday shoppers rebound from last year

25 Jan 2018

  By: Doug Hermanson

Shoppers finished the holiday period on a strong note. Find out in this article the where and why behind the December results, and if these trends will be sustained into January.

 
Followers: 365

After seeing dismal growth in the previous two holiday seasons, holiday 2017 gave most U.S. retailers a reason to be cheerful. While online once again led all channels, a big step up in store sales drove the improvement. More shoppers had homegoods at the top of their lists, and a better store ...

 
ARTICLE

November Retail Sales: Holiday Shoppers Hit the Ground Running

20 Dec 2017

  By: Doug Hermanson

There was robust retail spending in November, but can it be sustained throughout the Holiday (?) Find out what the macro environment has to say about this and all the detailed channel results reported by the government in this article.

 
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.

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Topical Pulse

 
Summary Slides

U.S. Retail Outlook for 2018

16 Jan 2018

By: Kantar Consulting Research Team, Diana Sheehan.  54 Slides

What does the year hold for U.S. retail? Our 2018 predictions provide insights on macro, shopper, and channel trends and key retailers.

 
Summary Slides

2017 Year in Review: A Look Back at Key Themes Across U.S. Retail

4 Jan 2018

By: Kantar Retail Research Team.  48 Slides

Kantar Retail’s 2017 Year in Review publication features all the major themes and events that shaped U.S. retail in the past year.

 
Followers: 365

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 ...

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Future Outlook

 
Webinar

Emerging Macro Retail Trends Webinar: 2018 U.S. Outlook - Planning for the Year Ahead 

1 Feb 2018, 11:00 AM EST

Retailers and manufacturers should be optimistic about 2018 given the lift tax cuts will provide to spending. But shifting digital, demographic, and economic trends mean it will be a retail environment in which change will be rewarded, while the status quo will be scrutinized. Tune in to this webinar to understand what strategies you need to change to win shoppers in 2018. As part of this discussion, expect to learn: How changes to tax policy will affect retail in 2018. The retailers, ...

 
Summary Slides

U.S. Macro Outlook: Proposed Tax Cuts Needed to Firm Up Demand in 2018 (Preliminary Report)

22 Dec 2017

By: Doug Hermanson.  30 Slides

This slide deck features a preliminary expectations for the macro environment in 2018. Also included is an initial analysis of the December tax proposal and its retail implications.

 
Summary Slides

Canadian Macroeconomic and Retail Sales Overview

22 Dec 2017

By: Doug Hermanson, Robin Sherk, Rohini Birla.  19 Slides

Canada has the fastest growing, but perhaps the most uncertain, growth trajectory among major developed markets. Find out in this report why and how to hedge your strategies to ensure growth.

 
Summary Slides

Macro Outlook for 2018

15 Dec 2017

By: Doug Hermanson.  38 Slides

This session will cover the expected policy and economic environment in 2018.

 
Summary Slides

The Future of Young Families

14 Dec 2017

By: Doug Hermanson.  27 Slides

This session will present a macro perspective of young families in the coming years, featuring the expected demographic and economic circumstances that will shape their spending and shopping habits.

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Market Forecasts

 
Followers: 365
BLOG POST

Improved retail growth in 2018

12 Feb 2018  By: Doug Hermanson

With new tax legislation, more of shoppers’ money will be going to retailers and less to the government in 2018, catalyzing the strongest retail sales growth since 2014. Retailers should still plan for old and new challenges in the coming quarters, which will offset some of the benefits ...

 
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.

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