Expect that households in 2016 will sustain overall modest growth in their spending—but look for key macro factors to contribute to stronger or weaker growth in places.
- Energy-dependent markets: Expect state and local markets across the mid-section of the country to be especially vulnerable to weaker growth;
- Food & consumables: Expect sales growth in many grocery categories and channels to be depressed by flat or falling prices;
- Discretionary categories: Expect autos, homegoods, and other discretionary categories to continue to benefit disproportionately from gains in household spending;
- In-store sales: Expect in-store sales to remain weak—with mass retailers most vulnerable—as sales continue to shift online. Some in-store homegoods categories may be exceptions, however.
Impact @Work: This is the summary of the key macro insights for 2016 found in the Macro Insights Overview for 2016, which can be accessed below among the links to Premium Insights.
These key macro insights underlie the MacroSavvy forecasts for 2016.
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