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

  • June retail sales: Growth improves on the back of consumables, online channels
    Growth improved in June even as the consumables and specialty channels remained on different ...
  • Slower back-to-school quarter expected in 2019
    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 ...
  • 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 ...
  • Escalating tariffs: Assessing the current and future implications for retail
    U.S. trade tariffs are escalating, raising costs for U.S. retailers and suppliers. Find out ...
  • U.S. macro outlook: 2019 channel forecast
    The latest macro outlook focuses on the job, price, channel, category, and geographic trends expected for the 2019 sales season, including what ...
  • 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 ...
    

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

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: 129

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 ...

 
ARTICLE

May retail sales: Mass, online keep shining amid retail’s spring storms

1 Jul 2019

  By: Doug Hermanson

Growth slowed in May despite brighter growth from mass and online Find out in this article what kept the other channels lagging further behind.

 
ARTICLE

April retail sales: Spring has sprung for mass channels while others cool

30 May 2019

  By: Doug Hermanson

Growth slowed in April for most channels even though spending plans expanded. Find out in this article why this key indicator may have failed to boost retail growth for most while mass improved.

 
ARTICLE

Premiumization in the Czech Republic: Taking advantage of rising consumer wealth

10 May 2019

  By: Vadim Khetsuriani

The Czech economy is forecast for healthy growth, meaning premium products are increasingly in favour with shoppers. But how can suppliers exploit this opportunity, and which retailers are making the most meaningful connections with Czech shoppers?

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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

 
Followers: 15

Ahold Delhaize USA reported 0.2% growth in Q2 2019 for both comparable sales without fuel and net sales. This growth amounted to USD10.9 billion in net sales for the quarter when a strike at its Stop & Shop banner cost the company $345 million in sales. For the first half of the year, the ...

 
Summary Slides

Macro trends shaping the future of Kroger

20 Jun 2019

By: Doug Hermanson.  50 Slides

Understand the economic, demographic, and geographic trends influencing retail growth. Learn how Kroger shoppers are likely to react to economic disruptions in the upcoming decade. Identify growth opportunities at Kroger that will be shaped by the retail economy.

 
Summary Slides

Climate change: Macro planning for the next era of retail

23 May 2019

By: Doug Hermanson.  67 Slides

Understand the hot, cold, and cooling macro trends in retail. Learn about the new era of retail that will emerge in the next couple of years due to drastic changes in the macro environment. Identify which shoppers, categories, and retailers will transition easiest to this new retail era.

 
Summary Slides

Going Fast in a Slowdown: How a Recession Might Impact the Near Future of Commerce

21 Mar 2019

By: Bryan Gildenberg, Doug Hermanson.  52 Slides

Now is the time to prepare for a potential economic slowdown. Kantar Consulting’s Chief Knowledge Officers and lead economist provide a new framework for speeding up your engagement with consumers as the economy slows.

 
Summary Slides

U.S. macro outlook: 2019 channel forecast

11 Mar 2019

By: Doug Hermanson.  40 Slides

The latest macro outlook focuses on the job, price, channel, category, and geographic trends expected for the 2019 sales season, including what the 2018 holiday means for growth this year.

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Market Forecasts

 
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.

 
Followers: 229
BLOG POST

Macroeconomic Data Revisions

8 Mar 2019  By: Karolina Fiedler

Have you been browsing our insight centres recently, or revising your market, channel or retailer strategy? Have you noticed that some of the data has changed? Indeed, it has, but don’t worry, everything’s under control and we would like to explain why. What changed and why? Volatile ...

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