The consumer goods outlook is facing a threat that is just as important as e-commerce—and that is much more than an Amazon effect. Rising price inflation will be a double-edged threat to the consumer goods outlook through 2025. The two sides…
E-commerce alone will not determine the outlook for consumer goods through 2025. Economic factors also will drive the outlook in important ways that differ by consumer goods category. This interaction between e-commerce and economic drivers is broken down by 13 major…
The U.S. economy slowed in the first quarter of 2018, driven to a large extent by a big slowdown in consumer spending. The results confirm a post-holiday return to less robust consumer spending (more here) and raise some concern about the…
The ecommerce impact on the strong holiday is clearer in the latest retail data: In-store holiday sales improved despite the strongest ecommerce gains in six years. The data also give a sign—albeit mixed—of a January letup from the holiday gains, which…
The U.S. economy appears to be on track to sustain economic growth into 2018 based on insights from the latest GDP data through the fourth quarter of 2017. The outlook is particularly encouraging given the latest uptick in the data excluding…
Holiday sales for November-December approached a 6% gain, which outpaced forecasts of a better holiday and year-ago performance by as much as two percentage points or more. The strength was evident across all types of brick and mortar stores—not just online….
In-store holiday retail sales will improve from last year except at apparel stores—but gains will continue to benefit e-commerce retailers most of all. The forecast addresses: How much? MacroSavvy™ forecasts holiday sales* topping 4% growth—a pickup of half a percentage point—with…