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

  • Recarving the 10 commandments for doing right in a recession
    The old rules for managing brands in a recession no longer apply. Learn new rules of engagement based on three household budget types.
  • September retail sales: Previously hot online growth simmers down late in the summer
    Online shoppers cooled off a bit in September, contributing to slower topline growth. But there ...
  • Omnichannel brings a few rays of sunshine to the cloudy holiday outlook
    The weather forecast for the holiday is in and not all areas of retail will see sunny skies. Check out the highlights in this blog post.
  • U.S. macro outlook: 2019 holiday forecast
    With retail bankruptcies mounting and a slowdown likely in the coming year, the 2019 holiday season may mean “thrive to survive” for some retailers. ...
  • Canadian macroeconomic and retail sales overview
    Our most recent insights on Canada’s macroeconomic health include a look at housing affordability, consumer confidence, household spending, growth ...
  • Global macro outlook
    Global growth is slowing, altering the price and demand trends expected at global retailers. Find out in this summary slide deck the leading and ...
    

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

August retail sales: Summer sales heat up

1 Oct 2019

  By: Doug Hermanson

Growth heated up in the back-to-school month of August. Find out which retail channels flourished and which floundered in the key summer sales month.

 
Followers: 676

There are anticipated to be some rays of sunshine this holiday coming mostly from omnichannel shoppers, while clouds will continue to hover over some parts of retail. The forecast assumes the full boat of tariffs will go into effect in December, rattling investor and shopper confidence late ...

 
ARTICLE

July retail sales: Online spurs strong start to back-to-school third quarter

27 Aug 2019

  By: Doug Hermanson

Growth improved in July, led by online. Find out in this article how the other retail channels fared and what it all means for the back to school season.

 
ARTICLE

June retail sales: Growth improves on the back of consumables, online channels

23 Jul 2019

  By: Doug Hermanson

Growth improved in June even as the consumables and specialty channels remained on different paths. Find out what is causing this bifurcation and what it means for the upcoming back to school season.

 
Followers: 141

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 ...

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Topical Pulse

 
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.

 
ARTICLE

Escalating tariffs: Assessing the current and future implications for retail

18 Jun 2019

  By: Doug Hermanson

U.S. trade tariffs are escalating, raising costs for U.S. retailers and suppliers. Find out in this article the strategies they are deploying to soften the effect and the future implications of the ongoing trade war.

 
Webinar

Emerging Macro Retail Trends Webinar: A changing climate for category growth

25 Apr 2019, 11:00 AM EST

With the release of Kantar Consulting’s annual category forecasts in April, the economic climate in the next decade will become the focus of the outlook. Gone is the chill of the post-recovery era. Soon to fade will be the warmer growth felt late in the 2010’s. Arriving in the 2020’s will be a different economic and demographic climate in which some categories will continue to flourish while others will see their growth curtailed. Expect to learn:  ...

 
Summary Slides

U.S. retail outlook for 2019+

16 Jan 2019

By: Kantar Consulting Research Team.  60 Slides

What’s on tap for U.S. retail this year? Our comprehensive report covers macro, shopper, channel, and retailer expectations for 2019.

 
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.  ...

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Future Outlook

 
ARTICLE

Doing right in a recession: The first commandment

4 Nov 2019

  By: Bryan Gildenberg

When the economy goes into a downturn, shoppers downshift their spending. Learn why trading down is more complex than it seems and how to refocus your efforts more efficiently and profitably during a recession.

 
ARTICLE

Recarving the 10 commandments for doing right in a recession

4 Nov 2019

  By: Kantar Research Team

The old rules for managing brands in a recession no longer apply. Learn new rules of engagement based on three household budget types.

 
Summary Slides

Preparing your Target strategy for an economic slowdown

7 Oct 2019

By: Doug Hermanson.  33 Slides

Understand the economic, demographic, and geographic threats to the consumer economy. Learn how Target shoppers may react to economic disruptions in the next few years. Identify strategies for getting the most out of Target shoppers in a good or bad economy.

 
Summary Slides

U.S. macro outlook: 2019 holiday forecast

16 Sep 2019

By: Doug Hermanson.  36 Slides

With retail bankruptcies mounting and a slowdown likely in the coming year, the 2019 holiday season may mean “thrive to survive” for some retailers. Check out Kantar’s holiday forecast and macro outlook to know what to expect in the holiday and beyond.

 
Webinar

Emerging Macro Retail Trends Webinar - A pivotal moment for retail: Kantar’s holiday 2019 forecast

5 Sep 2019, 11:00 AM EST

This holiday will set the tone for the next decade. Retailers and suppliers that can gain traction with holiday shoppers will have the momentum needed to overcome slower economic growth in 2020. Meanwhile, the prospects for others could dim quickly next year as macro conditions become more challenging. Tune in to this webinar for the unveiling of Kantar’s 2019 holiday forecast and learn the strategies needed to win holiday shoppers. Expect to learn:  ...

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Market Forecasts

 
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.

 
Summary Slides

Online Retail Country Profile: China

6 Jun 2019

By: Kelly Petropoulou.  13 Slides

Learn how China's fast-evolving and future-focused online sector is developing as we use Kantar’s 2018 Digital CommerceScope data to explain where growth can be found for FMCG in one of the largest and digitally advanced retail environments worldwide.

 
Summary Slides

Online Retail Country Profile: Germany

6 Jun 2019

By: Harriet Leach.  13 Slides

Using Kantar’s 2018 Digital CommerceScope data, this report details the growth areas within Germany's growing eCommerce space, detailing opportunities for category development and the best plays on which to focus in the emerging online sector.

 
Summary Slides

Russia: modern trade channels update - May 2019

30 May 2019

By: Vadim Khetsuriani.  16 Slides

Stay up to date on the latest trends, forecasts and initiatives across this vast key market as consolidation and transformation continues to impact supplier strategy among key customers.

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