Forecasts

macro trends

The e-commerce impact beyond Amazon buying Whole Foods

Amazon’s plan to buy Whole Foods foreshadows a period where e-commerce will begin to transform shopping for consumables—exposing them to an impact that is now rapidly advancing in discretionary goods categories from apparel to electronics. The e-commerce impact on the grocery,…


Holiday retail sales and shopper insights

Updated Holiday Results: Revised Down a Bit

Brick and mortar retail gains for the November-December holiday were about 2.4%–given topline sales gains that were revised down a bit to 3.9% and online gains that came in at an estimated 14.9%. The results were slightly higher than expected. The…


Holiday retail sales and shopper insights

Initial Holiday Results: Stronger in Places

The 4% gain in holiday sales for November-December was stronger than expected and stronger than a year ago—by about half a percentage point on both counts. The better results occurred partly at brick and mortar stores—not just online. The in-store results,…


Holiday retail sales and shopper insights

What consumers want as holiday gifts—what it means

The winners and losers among categories this holiday will include gift cards, clothing, home-related goods, and media from books to video games. That’s the takeaway from an October survey of holiday shoppers—and comparisons with responses spanning more than 10 years. Given...
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macro trends

Holiday Spending Will Be Slightly Weaker This Year

Spending will be slightly weaker online and in stores this holiday season. Sales will grow 2% in stores and 14.5% online—resulting in 3.5% overall growth, according to projections by MacroSavvy™. The complimentary report at this link provides more detail. It shows…


macro trends

Recession Watch: The Measures to Watch Post Brexit

In the summer of 2007, I used insights from two particular economic measures to warn of the recession risk that later became a reality by early 2008. Given the anxiety raised by the “Brexit” vote, it’s a good time to see...
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