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Analysis of the market for retail and office space in northampton-7-1985Li AN ANALYSIS OF THE MARKET FOR RETAIL AND OFFICE SPACE IN NORTHAMPTON, MASSACHUSETTS Conducted For: Northampton Institution for Savings Northampton, Massachusetts Conducted By: The Research Group Northampton, Massachusetts July, 1985 r� n r RENTAL STRUCTURE FOR RETAIL AND OFFICE SPACE a3 L TABLE OF CONTENTS INTRODUCTION 3 METHODOLOGY EXECUTIVE SUMMARY 5 DETAILED FINDINGS 8 POPULATION AND DEMOGRAPHIC TRENDS 9 Population Characteristics and Trends 10 Household Characteristics and Trends 11 Age Characteristics and Trends 12 Income Characteristics and Trends 1 Labor Force Characteristics and Trends 16 CHARACTERISTICS OF PEOPLE WHO SHOP IN NORTHAMPTON 17 Market Area for Goods and Services in Northampton 18 Demographic Characteristics of Northampton's Shoppers 22 Evaluations of Downtown Northampton as a Shopping Area 25 Reasons for Shopping in Downtown Northampton 27 CURRENT MARKET CONDITIONS IN NORTHAMPTON 29 Retail and Service Activity in Northampton 3 Number of Retail and Service Establishments 31 Retail and Service Spending Trends 3/ Leakage Analysis 38 SUPPLY OF AND DEMAND FOR RETAIL AND OFFICE SPACE IN NORTHAMPTON The Research Group NIS Feasibility Study Page 2 11 INTRODUCTION The Northampton Institution for Savings (NIS) is considering developing the James House building located at 42 Gothic Street in Northampton. At present, James House contains a total of about 1,940 square feet of office space, and a 970 square foot basement. NIS is considering a number of dif- ferent development ideas for the building, including occupying the entire 1,940 square feet of space itself, or constructing various additions and reno- vating the building to include Class A office space with carpeting, kitchens, air conditioning, and an elevator. Within the past five years, a number of commercial buildings have been renovated or constructed. in Northampton, including such large -scale projects as Roundhouse Plaza and Maplewood Shops on Conz Street, Old School Commons on South Street, Potpourri Mall on King Street, and the old Gazette building on Pleasant Street. In addition, a number of commercial buildings are being ex- tensively renovated or constructed in the downtown area, including the renova- tion of the Chardan Foods building on Market Street, the construction of a building on Pleasant Street, and the construction of a building on Main Street opposite the Post Office. NIS is aware of the rapid commercial expansion in Northampton. Before it proceeds with'development of James House, NIS needs to determine if there is sufficient demand for commercial space in Northampton to warrant expansion of the building. NIS is also interested in obtaining information that will assist it in evaluating loan applications from people interested in business expansion or development in Northampton. The overall purpose of the research presented in this report is to determine: (1) the size and future growth po- tential of the market for retail and office space in Northampton, and (2) whether that market is large enough to support the additions proposed for James House. The specific research objectives were to determine: the existing supply of retail and office space in Northampton, the vacancy rate for retail and office space in Northampton, the square feet of additional retail and office space in Northamp- ton, the likely absorption rate for retail and office space in Northamp- ton, the rent structure for retail and office space in Northampton, and the potential uses for the James House building. The remaining sections of this report include a description of the research methodology, a summary of findings and recommendations, and detailed findings. The Research Group NIS. Feasibility Study Page 3 PJ METHODOLOGY In order to meet the research objectives outlined above, The Research Group analyzed population, demographic, and economic trends, data concerning the rental market for retail and office space, and retail and commercial ac— tivity in Northampton. Northampton was defined as sections the City of Northampton excluding Florence and Leeds, including Main, King, Pleasant, and adjacent streets (see Figure 1). Demographic and population data were gathered from the 1970 and 1980 U.S. Census of Population, the Bureau of Labor Statistics, the Massachusetts Division of Employment Security, and the Lower Pioneer Valley Regional Plan— ning Authority. Information on employers was obtained from interviews with personnel departments. Data on shoppers in Northampton was obtained from The Research Group's 1985 Analysis of Retail Shoppers in Hampshire, Hampden, and Franklin Counties. Sources for information on the number of retail and service establish— ments and sales trends in Northampton include the 1977 and 1982 U.S. Census of Retail Trade, the 1977 and 1982 U.S. Census of Service Industries, and the Survey of Buying Power, Sales Marketing Management. Northampton Assessor's records, an on —site survey of commercial build— ings, interviews with building owners and managers, and a study conducted in June by the Center for Economic Development at the University of Massachusetts at Amherst were used to determine the supply of office and retail space in Northampton. Data on rents for retail and office space were gathered from in— terviews with local realtors, commercial building owners, and merchants. Information on existing and future plans for commercial activity in Northampton was gathered during in',:erviews with town officials, developers, and area realtors. The Research Group NIS Feasibility Study Page a EXECUTIVE SUMMARY The results of this study indicate that Northampton has a healthy and vital commercial district that has the potential to draw people from a wide geographic area. The demand for retail and office space space appears to be growing at a steady pace, although at present the supply of office space exceeds current demand. Northampton's population remained relatively stable between 1970 and 1980, with the only major demographic changes being an increase in the number of households and a rapid increase in the number of 25 to 5 year -olds. As this age group moves into its peak earning years, the demand for goods and services in Northampton should increase. However, since the population as a whole is projected to increase only minimally through 2000, any increase in demand for goods and services will be largely due to Northampton's increasing its share of the market for goods and services in the region. Northampton currently draws people from throughout Hampshire, Hampden, and Franklin Counties, although the majority of its shoppers are from Northampton and nearby towns. People who shop in Northampton are most likely to be younger, well- educated, affluent, professional baby -boom generation adults. They are attracted to Northampton because they like the stores there, they enjoy the shopping experience in Northampton, they are in the area for other reasons (business, visiting friends, etc.), or they find Northampton to be convenient for their shopping needs. They are an attractive group because of their affluence and the fact that they are a growing population in Northampton. At present, Northampton is capturing a larger share of retail spending than would be expected based on the earning power of its residents. Northamp- ton accounts for approximately one -third of the total retail spending for Hampshire County, with sales totalling more than $173 million. Retail spend- ing in Hampshire County is predicted to increase in the future, and spending in Northampton should increase accordingly. An analysis of shopping patterns in the region indicates that while over two- thirds of the residents of most towns in Hampshire County shop in Northampton, only small proportions of the residents of Hampden and Franklin Counties shop there. If Northampton is to grow beyond expected levels, the city will need to concentrate its efforts on attracting people from the Green- field and Springfield areas. Towns such as Longmeadow, East Longmeadow, and Hampden have large populations of younger, well- educated, more affluent people that Northampton has been particularly successful in attracting. It is likely that Northampton will be most successful in attracting shoppers from the Greenfield and Springfield areas if it concentrates on developing its major area of strength, specialty goods. Many shoppers from Hampden and Franklin Counties perceive downtown Northampton to have an incon- venient location. However, shoppers are willing_ to travel greater distances to buy specialty goods. The Research Group NIS Feasibility Study Page 5 In addition, between 1977 and 1982 Northampton experienced a decline in retail sales that was largely due to losses in the shopping goods category. Shopping goods are goods for which a comparison of price, variety, selection, or quality is desired, and these goods typically are most successfully market— ed in areas with large concentrations of similar stores, for example malls. Downtowns are not able to compete effectively with malls for this category of retail goods, and Northampton clearly lost sales for shopping goods to the Hampshire and Ingleside Malls during that time period. Downtowns are able to compete effectively in terms of specialty goods, however, and between 1977 and 1982 Northampton experienced increases in sales for this category. Services are another area of strength for Northampton. Northampton ex— perienced increases in sales for nearly all service categories reported in the U.S. Census of Service Industries. In particular, the city does extremely well in terms of legal services, which may be accounted for by the fact that Northampton is the county seat. The fact that Northampton exceeds expected sales for services, confirms that the city draws people from towns outside Northampton. At present, there are approximately 1.4 million square feet of retail space available in Northampton. The vacancy rate for retail space is about 3.8 and retail space on Main Street is rarely vacant. Because of the lack of undeveloped space on Main Street, major new retail construction will have to occur in other areas of Northampton. However, retail space that is located in areas with lower shopper traffic is more difficult to support than retail space located on Main or its feeder streets. Any large —scale projects located off Main Street would need to be evaluated extremely carefully in order to determine how effective they will be in attracting people. Rents for retail space in Northampton vary greatly depending upon loca— tion. Rents range from $3'.00 to $30.00 per square foot, although the majority of rents fall within the $14.00 to $17.00 per square foot on Main Street, and $6.00 to $14.00 per square foot for non —Main Street locations. The supply of office space in Northampton currently exceeds the demand for that space. There are approximately 456,000 square feet of office space in Northampton, of which approximately 23% is vacant. The high vacancy rate, and the difficulty many realtors report in renting even high quality office space, is the result of rapid development in the past few years that has resulted in an oversupply. The vacant space is being absorbed, but not at a rapid rate. It is not likely that the vacancy rate will drop below 10% within the next two to three years. The market for office space in Northampton has followed a cyclical pat— tern in the past decade that has been observed both regionally and nationally. As an economically depressed area begins to revitalize, the available office space becomes .filled, and rents may increase dramatically as was the case in Northampton two or three years ago. A great deal of excitement occurs over the increases in demand for space, resulting in rapid development. A large amount of space becomes available at once, exceeding the demand for that space. Rents level off, and until the oversupply is filled, new space is not absorbed quickly. The Research Group NIS Feasibility Study Page 6 n j Because Northampton is experiencing an oversupply of office space, we do not recommend that NIS expand the James House property unless the space is pre leased. If Northampton continues to experience growth in commercial ac- tivity, however, the current oversupply should be absorbed and the demand for additional space will increase. This is not likely to happen in the near future, however. Rents for office space range from about $3.50 to $22.00 per square foot, with the majority of rents falling in the $8.00 to $10.00 per square foot range. Like Northampton, nearly all of the region's downtowns have undergone periods of serious decline in the past several decades, from which they are now trying to recover. Northampton has been unique in the area in terms of its success in revitalizing, and the downtown draws people from throughout Hampshire, Hampden, and Franklin Counties. If current revitalization efforts in other towns, and in particular Springfield, are successful, then Northamp- ton may begin to lose market share to other areas. Growth in Northampton will depend upon the ability of businesses in the downtown area to to attract from a wider geographic area, and to offer unique goods or services that are not available in or similar to goods and services offered in other area downtowns. In addition, it is important that the city, as well as individual businesses, address the lack of parking in the downtown area. Although the parking situation in Northampton is perceived as irritating, it is not at present a major deterrent to shoppers. If Northampton continues to grow, how- ever, then the lack of parking in the downtown area will become more serious. Finally, in order for Northampton to significantly expand the share of the market it attracts from Hampden and Franklin Counties, the downtown must be open during the hours in which people from those areas shop. Since a high proportion of the people that are most likely to be attracted to Northampton live in two income families, shops in Northampton must consider being open more evening and Sunday hours. The Research Group NIS Feasibility Study Page 7 The Research Group DETAILED FINDINGS 0Z3 Feasibility Study Page 8 POPULATION AND DEMOGRAPHIC TRENDS Population and demographic trends in the Northampton area were analyzed in order to assess the potential effects of those changes on the demand for goods and services in Northampton. Overall, there should be some increased demand for goods and services caused by demographic shifts. While the population of the region is only projected to grow at a slow rate, the proportion of the po— pulation between the ages of 25 to 54 is growing rapidly. As members of this age group move into their peak income years, their spending power will in— crease, creating additional demand for goods and services. Since the size of the population is not increasing at a significant rate, however, Northampton businesses must capture a larger share of retail and service spending in the region in order to grow significantly. The Research Group NIS Feasibility Study Page 9 The Research Group Population Characteristics and Trends Table 1 presents population trends and projections for Northampton, ad- jacent towns, and Hampshire County. Between 1970 and 1980, the population of Northampton declined by 4.3 from 29 to 29,286. Northampton's population is currently estimated to be about 29,755, and despite recent declines, the population is projected to increase to about 32,388 by 2000. The decline in population in Northampton does not reflect population trends in the region. The population of Hampshire County, for example, in- creased by 12.0% between 1970 and 1980, from 123,981 to 138,813. The popula- tion of Easthampton increased by 19.7% and the population of Hadley increased by 12.6% during this time period. The current population of the county is es- timated to be about 144,606, and is projected to reach 159,729 by 2000. TABLE 1 POPULATION PROJECTIONS: 1970 TO 2000 Change: 1970 1980 '70 1985 1990 2000 NORTHAMPTON 29,664 29,286 1.3% 29,755 30,529 32,388 Easthampton 13,012 15,580 19.7% 16,172 16,641 17,229 Westhampton 793 1,137 43.4% 1,296 1,431 1,550 Williamsburg 2,342 2,237 4.5% 2,318 2,455 2,614 Hadley 3,750 4,222 12.6% 4,278 4,441 4,697 Amherst 26,331 33,229 2.6% 34,392 65,561 37,070 Hampshire County 123,981 138,813 12.0% 144,606 150,372 158,729 Source: The Research Group based on 1970 and 1980 U.S. Census of Population, Lower Pioneer Valley Regional Planning Commission's 801 Program (Up- dated in 1982), and Massachusetts Department of Public Health 1985 and 1990 Population Projections. NIS Feasibility Study Page 10 Household Trends While the population in Northampton decreased from 1970 to 1980, the number of households increased by 19.2% during that time period, from 8,579 to 10,235 (see Table 2). This significant increase in the number of households in an area with a relatively stable population size can be accounted for by a decrease in household size. In 1970, the average number of persons per house— hold in Northampton was 3.45 compared with 2.86 in 1980. The average house— hold size in Northampton is lower than that for Hampshire County (3.14), but is higher than for Massachusetts (2.82) and the nation (2.72 Northampton's decrease in household size parallels a nationwide trend toward smaller households. This trend has resulted several factors, including increases in household formation among younger, baby —boom generation adults, increases in the rate of divorce, and decreases in the birth rate. The Research Group TABLE 2 HOUSEHOLD TRENDS: 1970 TO 1980 1970 Average 1980 Average Number Size Number Size Northampton 8,579 3.45 10,235 2.86 Hampshire County 33,819 3.66 44,253 3.14 Source: The Research Group based on 1970 and 1980 U.S. Census of Population. NIS Feasibility Study Page 11 Age Characteristics and Trends In 1980, about one -fifth (20.2 of the population of Northampton was under the age of 18, about two- thirds (65.9 were between the ages of 18 and 64, and about one seventh (14.0 were over the age of 65 (see Table 3). The age profile of Northampton is comparable to that of Hampshire County as a whole. There have been significant changes in the age profile of Northampton since 1970. These changes reflect national and regional trends toward in- creases in the population of younger, baby -boom generation adults (25 to 34- year- olds). Specific changes that occurred in Northampton between 1970 and 1980 include: a 20.8% decrease in the proportion of people under the age of 18, to an 82.6% increase in the proportion of people between the ages of 25 and 34, a 28.8% increase in the proportion of people between the ages of 45 to 54, an 11.1% decrease in the proportion of people between the ages of 55 and 64. The population of elderly remained relatively stable in Northampton between 1970 and 1980, but increased by 17.5% in the county as a whole. The Research Group NIS Feasibility Study Page 12 Source: The Research Group based on 1970 and 1980 U.S. Census of Population. The Research Group Northampton Under 18 18 to 24 25 to 34 35 to 44 45 to 54 55 to 64 65 and over Hampshire County Under 18 18 to 24 25 to 34 35 to 44 45 to 54 55 to 64 65 and over TABLE 3 AGE TRENDS: 1970 TO 1980 1970 1980 Change: Number Percent Number Percent '70 -'80 7489 25.2 5,928 20.2 5486 18.5 5702 19.5 2,981 10.0 5,443 18.6 2,782 9.4 2,653 9.1 3,650 12.3 2,599 8.9 3,225 10.9 2,867 9.8 4,051 13.7 4,094 14.0 34,553 27.9 30,133 21.7 28,085 22.6 34,095 24.6 13,360 10.8 23,573 17.0 11,753 9.5 13,216 9.5 13,825 11.1 11,509 8. 10,614 8.6 12,461 9.0 11,764 9.5 13,826 10.0 NIS Feasibility Study Page 13 -20.8 3.9 +82.6 4.6 +28.8 11.1 1.1 12.8 +21.4 +76.4 +12.4 -16.9 +17.4 +17.5 Income Trends In 1980, the median household income for Northampton was $14,867, com— pared with $16,675 for Hampshire County as a whole (see Table 4). Northampton's large student population may account for the fact that both the mean and median household income in Northampton are lower than in Hampshire County as a whole, and that about one fourth (25.2 of Northampton's house— holds had incomes below $7,500 in 1979. Although students typically report having little or no earned income, they do have large amounts of discretionary income that contributes to the buying power of the regular wage— earners in Northampton and the region. A 1982 study conducted by Belden Associates of Dallas, Texas showed that, on average, students spend about $244 per month above room, board and tuition, and about 18% spend $400 or more per month. Based on these findings, we esti— mate that Smith College students spend as much as $600,000 on goods and ser— vices in the Northampton area per year. Because of methodological changes instituted by the U.S. Census Bureau in 1980, it is not possible to make household income comparisons between 1970 and 1980. However, a comparison of family income trends over that time period indicates that the median for families in Northampton decreased by 5.2 when the 1970 figures are adjusted for inflation ($20,156 to $19,101). The median family income for Hampshire County decreased by 2.8% between 1970 and 1980 ($20,812 to $20,230). The Research Group NIS Feasibility Study Page 14 1 TABLE 4 HOUSEHOLD INCOME: 1980 Northampton: Less than $7,500 $7,500 to $10,000 $10,000 to $15,000 $15,000 to $25,000 $25,000 to $35,000 $35,000 to $50,000 $50,000 and over Median income Mean income Hampshire County: Less than $7,500 $7,500 to $10,000 $10,000 to $15,000 $15,000 to $25,000 $25,000 to $35,000 $35,000 to $50,000 $50,000 and over Median income Mean income The Research Group NIS Feasibility Study Number Percent 2,580 25.2 942 9.2 1,638 16.0 2,819 27.5 1,364 13.3 561 5.5 331 3.2 $14,867 $17,719 9,101 20.6 3,661 8.3 6,864 15.5 13,143 29.7 6,996 15.8 3,155 7.1 1,336 3.0 $16,675 $19,002 Source: The Research Group based on 1980 U.S. Census of Population. Page 15 rj r LJ J Labor Force Characteristics and Trends Overall, there have been no significant changes in Northampton's labor force, except for recent decreases in the rate of unemployment (see Table 5). The 1980 U.S. Census of Population reported that more than two fifths (44.5 of Northampton's labor force was employed in a professional or related industry. Professional and related industries include hospitals and health services, educational services, social and related services, legal services, and engineering and other professional services. Another 16.0% of Northampton's labor force was employed in retail trade, and 15.9% was employed in manufacturing. Northampton's major industries educational, hospital related, retail trade, and manufacturing -have not changed significantly since 1980. About one fourth (29.4 of Northampton's labor force are employed in professional or managerial occupations, and about one fourth are in sales or clerical occupations. About one -fifth (19.1 are employed in service occupa- tions, 12.7% are employed in unskilled or operative positions, and 9.5% are in precision production occupations. Again, Northampton's labor force profile does not appear to have changed significantly since 1980. Since 1980, Northampton's unemployment rate has ranged from about 5.4% to 7.9 Northampton's unemployment rate has generally been comparable to that of Massachusetts as a whole, which in recent years has been lower than the national rate. Year 1980 1981 1982 1983 1984 The Research Group LABOR FORCE TRENDS IN NORTHAMPTON: 1980 TO PRESENT Labor Percent Force Unemployed 14, 679 15,527 15,512 15,301 15,918 TABLE 5 5.2% 5.6% 6.9% 6.1% 4.4% Source: The Research Group based on statistics provided by the Massachusetts Division of Employment Security and the Bureau of Vital Statistics. NIS Feasibility Study Page 16 CHARACTERISTICS OF PEOPLE WHO SHOP IN DOWNTOWN NORTHAMPTON In order to assess whether Northampton is likely to be able to attract a larger share of the market of retail and service spending in the region, an analysis was conducted of the shopping behaviors of people in the region. The results of this analysis indicated that Northampton has been very effective in attracting shoppers from Hampshire County, and that those shoppers have very positive attitudes toward Northampton, with the exception of their attitudes toward parking in Northampton. Northampton may be near the saturation point, however, in terms of its ability to increase its share of retail and service spending in Hampshire County. Hampden and Franklin Counties, however, offer great potential for the future growth of Northampton, since Northampton currently attracts only a small proportion of the shoppers from these areas. These shoppers currently lack familiarity with Northampton, and perceive its location to be incon— venient. In order for Northampton to attract shoppers from those areas, Northampton must actively promote specialty goods to those shoppers, since shoppers are willing to travel greater distances to purchase specialty goods. In addition, stores in Northampton must be open convenient hours in order to attract these shoppers, which may mean that stores would need to be open more evening and Sunday hours. The Research Group NIS Feasibility Study Page 17 Market Area for Goods and Services in Northampton Results from The Research Group's 1985 Survey of Retail Shoppers in Hampshire, Hampden, and Franklin Counties were analyzed to determine the share of shoppers in the three county area that currently shop in Northampton. The survey focussed on holiday shopping behavior, and respondents were divided into three groups: INFREQUENT SHOPPERS people who have shopped in Northampton in the past, but not during this past holiday season, and NON- SHOPPERS people who have never shopped in Northampton. The results of this survey indicate that about one -sixth (16.6 of the people in the three county area shopped in Northampton in the 1984 holiday season. About one- fourth (23.2 shop in Northampton infrequently, having shopped in Northampton in the past, but not during the 1984 holiday season. About one -half (54.3 have never shopped in downtown Northampton. An analysis was conducted of market share data from in order to deter- mine the geographic area from which Northampton draws the majority of its shoppers. The results of this analysis indicate that although Northampton draws shoppers from throughout the three county area, its primary market area consists of Northampton, Amherst, Pelham, Belchertown, Deerfield, Easthampton, Hadley, Holyoke, Hatfield, Southampton, Sunderland, Westhampton, Whately, and Williamsburg (see Table 6). People who do not shop in Northampton are most likely to live in the Springfield area, including Springfield, West. Spring- field, Westfield, Ludlow, and Chicopee. The Research Group SHOPPERS people who shopped in Northampton this past holiday sea- son, NIS Feasibility Study Page 18 Infrequent Non Town Shoppers Shoppers Shoppers Total N= 147 N= 176 N= 400 N= 723 Agawam 0.0 3.7 6.9 4.7 Amherst Pelham 12.7 4.5 0.4 3.9 Belchertown 0.8 0.2 0.3 0.4 Chicopee 1.1 13.2 12.4 10.3 Deerfield- Sunderland 4.8 1.1 0.2 1.4 Easthampton 8.1 2.4 0.3 2.4 East Longmeadow 0.0 1.7 3.0 2.1 Greenfield 5.4 5.7 2.0 3.6 Hadley 3.1 0.3 0.0 0.7 Holyoke 14.1 5.9 7.4 8.4 Hatfield Whately 3.2 0.6 0.0 0.8 Longmeadow 1.0 4.1 2.5 2.6 Ludlow 0.0 1.8 4.7 3.1 Leverett Shutesbury 1.4 0.5 0.0 0.4 Montague 2.0 0.7 1.6 Northamptn 22.6 1.8 0.0 5.0 Southampton 2.0 0.9 0.1 0.7 South Hadley 3.3 4.2 1.8 2.7 Springfield 2.3 27.4 37.3 27.8 Southwick 0.0 0.0 2.2 1.2 Westfield 3.2 5.3 7.7 6.2 Westhampton 0.4 0.4 0.0 0.2 Wilbraham 0.0 1.5 2.7 1.9 Williamsburg 2.6 0.0 0.0 0.5 W. Springfield 2.4 7.1 5.4 5.2 Granby 0.3 1.1 1.0 0.9 Ashfield 1.0 0.3 0.0 0.3 Bernardston 0.4 1.0 0.1 0.4 Colrain 0.0 0.9 0.1 0.3 Northfield 0.3 0.6 0.4 0.4 Source: The Research Group's 1985 Survey of Retail Shoppers in Hampshire, Hampden, and Franklin Counties. The Research Group TABLE 6 NORTHAMPTON'S MARKET SHARE OF RETAIL SHOPPERS BY TOWN NIS Feasibility Study Page 19 r�l In order to assess Northampton's growth potential from the towns in its market area, an analysis was conducted of the percentage of shoppers from specific towns that shopped in Northampton (see Table 7). This analysis indi— cates that Northampton may be nearing the saturation point in terms of its ability to increase sales from residents of Hampshire County. As is indicated on Table 7, Northampton is currently attracting two thirds or more of the shoppers from most of the towns in Hampshire County. While Northampton could grow by capturing a larger percentage of the spending of people who already shop here, it is unlikely that Northampton can attract a larger percentage of the shoppers from these towns. This analysis indicates that there is substantial room for growth from shoppers in both Hamden and Franklin Counties, however. Currently, Holyoke is the only Hampden County town from which Northampton is drawing more than a small proportion of residents. Northampton attracts about one —third (34.3%) of the shoppers who live in Holyoke. Northampton is attracting less than 10% of the shoppers from the Hampden County towns of Chicopee (2.2 East Long— meadow (0.0 Longmeadow (7.7 Springfield (1.7 and Wilbraham (0.0 Similarly, Northampton is attracting less than one —third (30.8 of the shoppers from Greenfield. Thus, Northampton could grow significantly by attracting a larger share of the market from Hampden and Franklin Counties. In order to attract those shoppers, however, a greater marketing effort would have to be targeted to those shoppers, and stores would have to be open during times when it is most convenient to shop. Increased evening and Sunday shopping hours may be neces— sary to attract these shoppers. The Research Group NIS Feasibility Study Page 20 Town TABLE 7 PERCENTAGE OF RESIDENTS OF SPECIFIC TOWNS WHO SHOP IN NORTHAMPTON Infrequent Non Shoppers Shoppers Shoppers Total Agawam 0.0 19.0 81.0- N= 34 Amherst Pelham 66.7 28.1 5.3 N= 28 Ashfield 75.0 25.0 0.0 N= 2 Belchertown 40.0 15.0 45.0 N= 3 Bernardston 20.0 60.0 20.0 N= 3 Chicopee 2.2 31.1 66.7 N= 75 Colrain 0.0 75.0 25.0 N= 2 Deerfield Sunderland 70.0 20.0 10.0 N= 10 Easthampton 68.4 23.7 7.9 N= 17 East Longmeadow 0.0 20.0 80.0 N= 15 Granby 7.7 30.8 61.5 N= 7 Greenfield 30.8 38.5 30.8 N= 26 Hadley 90.0 10.0 0.0 N= 5 Holyoke 34.3 17.1 48.6 N= 61 Hatfield Whately 81.8 18.2 0.0 N= 6 Longmeadow 7.7 38.5 53.8 N= 19 Ludlow 0.0 14.3 85.7 N= 22 Leverett Shutesbury 71.4 28.6 0.0 N= 3 Montague 30.4 26.1 N= 12 Northamptn 91.4 8.6 0.0 N= 36 Northfield 16.7 33.3 50.0 N= 3 Southampton 60.0 30.0 10.0 N= 5 South Hadley 25.0 37.5 37.5 N= 20 Springfield 1.7 24.0 74.4 N= 201 Southwick 0.0 0.0 100.0 N= 9 Westfield 10.3 20.7 69.0 N= 45 Westhampton 50.0 50.0 0.0 N= 1 Wilbraham 0.0 .20.0 80.0 N= 14 Williamsburg 100.0 0.0 0.0 N= 4 W. Springfield 9.5 33.3 57.1 N= 38 Total 20.3 24.3 55.3 Source: The Research Group's 1985 Survey of Retail Shoppers in Hampshire, Hampden, and Franklin Counties. The Research Group NIS Feasibility Study Page 21 Demographic Characteristics of Northampton's Shoppers An analysis was conducted of demographic information collected through The Research Group's Survey of Retail Shoppers in Hampshire, Hampden, and Franklin Counties (January, 1985) in order to determine the characteristics of people who shop in downtown Northampton. Overall, downtown Northampton attracts shoppers who are demographically different from people who shop in other areas (see Table 8). Northampton at— tracts younger, more well educated, more affluent professionals. People who do not shop in Northampton, on the other hand, are older than shoppers and are less educated and longer —term residents of the area. In terms of age, over one —half (54.9 of Northampton's shoppers are between the ages of 25 and 44, and their median age is 31.1. About one —third (32.4 have children under the age of 18 living in their households, and the majority (63.0 own their homes. Northampton's shoppers are extremely well educated, with almost three fourths (70.2 having attended college and about one —fifth (20.3 with ad— vanced degrees. About one —half (54.4 are married, and about one— fourth (26.7 are single. They'have lived in the area for a median of about 14.4 years, although 36.6% have lived in the area for 20 years or more. Almost one —half (48.5 live in professional households where at least one adult member is employed in a professional occupation, and almost two fifths (39.4 live in two wage— earner households. Their median household income for 1984 is about $21,900, and about one fourth (24.7 have .household incomes over $35,000 per year. Infrequent shoppers (people who have shopped in Northampton in the past, but not during the 1984 holiday season) resemble shoppers in most respects. However, they are less likely than shoppers to have attained advanced degrees (20.3% vs. 11.0 are more likely to have lived in the area for 20 or more years (46.4% vs. 36.6 and have somewhat higher median household incomes ($23,821 vs. $21,901). They are also somewhat less likely than shoppers to live in professional households (39.2% vs. 48.5 People who have never shopped in downtown Northampton are more likely than shoppers to be over the age of 45 (46.9% vs. 34.7 are less educated (median 12.7 vs. 14.4 years), are more likely to have lived in the area for 20 or more years (52.3% vs. 36.6 are more likely to be widowed (15.9% vs. 9.1 and are less likely to live in professional households (30.8% vs. 48.5 Non shoppers do not differ from shoppers in terms of income, working status, homeownership, or presence of children. The fact that Northampton is able to attract younger, more well educated, more affluent shoppers indicates that Northampton should be able to increase the share of the market it draws from Hampden County towns like Long meadow, East Longmeadow, Wilbraham, and the more affluent sections of Spring— field. However, specific efforts would need to be made to market Northampton effectively to these potential shoppers. The Research Group NIS Feasibility Study Page 22 LI The Research Group TABLE 8 DEMOGRAPHIC CHARACTERISTICS OF PEOPLE WHO SHOP IN DOWNTOWN NORTHAMPTON Infrequent Non Shoppers Shoppers Shoppers Total Age N= 144 N= 169 N= 395 N= 708 18 to 24 10.3 5.6 10.5 9.3 25 to 34 32.3 25.3 24.7 26.4 35 to 44 22.6 28.2 17.8 21.3 45 to 54 14.8 8.5 11.6 11.5 55 to 64 9.0 19.8 18.3 16.8 65 and over 10.9 12.7 17.0 14.8 Median 31.1 32.9 33.6 32.9 Children In Household N= 147 N= 176 N= 400 N= 722 None 67.6 63.1 60.1 62,4 One 13.4 14.3 15.5 14.8 Two 11.4 17.8 13.2 13.9 Three 7.3 4.8 8.2 7.2 Four or more 0.3 0.0 3.0 1.7 Homeownership N= 143 N= 171 N= 394 N= 708 Own 63.0 67.0 65.8 65.5 Rent 37.0 33.0 34.2 34.5 Education N= 144 N= 171 N= 393 N= 709 Grade school 1.0 1.1 2.5 1.9 Some high school 3.3 2.1 12.3 8.0 High school diploma 25.5 26.6 44.7 36.4 Some college 21.3 32.2 18.0 22.1 College degree 28.6 27.0 15.6 21.0 Graduate degree 20.3 11.0 6.8 10.6 Median 14.4 13.8 12.7 13.8 Income N= 131 N= 148 N= 356 N= 635 0- $7,500 13.1 8.1 11.5 11.0 $7,500 to $10,000 7.0 8.6 10.5 0.4 $10,000 to $15,000 10.3 8.6 12.2 11.0 $15,000 to $25,000 28.4 28.0 29.1 28.7 $25,000 to $35,000 16.3 30.8 22.3 23.0 $35,000 to $50,000 17.4 13.5 10.6 13.2 $50,000 -and over 7.4 6.1 4 .6 6.7 Median $21,900 $23,821 $20, $21, NIS Feasibility Study Page 23 Occupation N= 145 N= 170 N= 391 N= 706 Professional 35.1 27.2 19.4 24.5 Sales 5.5 5.9 5.6 5.7 Clerical 10.6 9.1 16.3 13.4 Skilled 0.9 3.8 3.6 3.1 Unskilled 1.8 0.6 3.1 2.2 Service 4.9 5.4 11.3 8.6 Unemployed 7.2 5.8 3.7 4.9 Housewife 11.6 17.9 13.0 13.9 Student 8.3 5.8 2.2 4.3 Retired 13.9 18.5 21.7 19.3 Spouse's occupation N= 104 N= 121 N= 264 N= 488 Professional 40.5 29.5 21.6 27.6 Sales 4.9 10.1 6.6 7.1 Clerical 6.4 0.4 7.4 5.4 Skilled 14.3 10.3 19.3 16.0 Unskilled 5.4 9.0 12.7 10.2 Service 4.0 6.2 a.5 4 .8 Unemployed 3.6 4.1 5.5 4.7 Housewife 0.5 2.2 2.7 2.1 Student 8.1 4.7 4.2 5.1 Retired 12.4 23.6 15.5 16.8 Marital Status N= 144 N= 174 N= 395 N= 712 Married 54.4 61.2 58.1 58.1 Single 26.7 18.7 18.9 20.4 Divorced separated 9.8 10.7 7.1 8.5 Widowed 9.1 9.5 15.9 13.0 Length of Residence Less than 1 year 1 to 4 years 5 to 9 years 10 to 14 years 15 to 19 years 20 years or more Working Status 1 person household 2 persons,2 working 2 persons, 1 working 2 persons, 0 working N= 144 N= 173 N= 396 N= 713 8.6 4.0 5.7 5.9 25.1 15.9 13.5 16.4 11.2 18.8 14.3 14.7 10.4 9.9 9.2 9.6 8.3 5.0 5.0 5.7 36 46.4 52.3 47.7 N= 147 N= 176 N= 400 N= 723 29.2 30.9 32.3 31.3 39.4 27.8 34.1 33.6 19.1 21.3 20.9 20.7 12.3 20.1 12.7 14.4 Professionals in Household N= 147 N= 176 N= 400 N= 723 None 51.5 60.8 69.2 63.6 One or more 48.5 39.2 30.8 36.a Source: The Research Group's 1985 Survey of Retail Shoppers in Hampshire, Hampden, and Franklin Counties. The Research Group NIS Feasibility Study Page 24 Evaluations of Downtown Northampton as a Shopping Area People who shop in downtown Northampton were asked to evaluate Northamp- ton and other downtown areas in Hampshire and Hampden Counties on the follow- ing criteria: convenience of location, availability of parking, variety and selection of merchandise, and value for money. Again, shoppers were divided into three categories based on their frequency of shopping in Northampton dur- ing the past holiday season. Infrequent shoppers and non shoppers were not asked to rate the downtown area in terms of variety and selection or value for money. In terms of location, the vast majority (87.8 of Northampton's shoppers feel that Northampton is conveniently located (see Table 9). Infre- quent shoppers and non- shoppers are significantly less likely to find Northampton's location to be convenient (30.3% and 4.3 respectively). This is primarily due to the fact that infrequent and non shoppers live further away from Northampton than do shoppers. Northampton is also rated highly among shoppers in terms of variety and selection of merchandise and value for money. The majority of people rated Northampton as excellent or good for these criteria (78.2% and 63.9%, respec- tively). People who have not shopped in Northampton recently are significant- ly less likely to know how Northampton: rates for these criteria, although those who are able to rate Northampton for these criteria rate it highly. Northampton is rated significantly less positively in terms of parking. Almost two- thirds (62.2 of people who shopped in Northampton during the holiday season rated it as fair or poor in terms of parking. People who shop there less frequently are less likely to know how to rate Northampton on this criteria. However, infrequent and non shoppers who do rate Northampton in terms of parking are most likely to rate it as fair or poor. The Research. Group NIS Feasibility Study Page 25 Criteria EVALUATIONS OF DOWNTOWN NORTHAMPTON AS A SHOPPING AREA Convenience of Location N= 147 Very convenient 50.6 Somewhat convenient 37.2 Somewhat inconvenient 11.0 Very inconvenient 1.1 Don't know 0.0 Availability of Parking N= 147 Excellent 7.4 Good 27.2 Fair 37.9 Poor 24.3 Don't know 3.3 Variety and Selection of Merchandise Excellent Good Fair Poor Don't know Value for Money Excellent Good Fair Poor Don't know Not asked. Infrequent Non Shoppers Shoppers Shoppers Total N= 147 25.8 52.4 17.5 1.4 3.0 N= 147 14.5 49.4 27.0 6.1 3.0 TABLE 9 N= 175 9.9 21.4 32.5 35.8 0.3 N= 173 1.9 19.5 33.3 24.3 21.1 N= 173 15.6 40.2 14.3 3.0 27.0 N= 173 5.4 38.0 23.2 0.8 32.6 The Research Group NIS Feasibility Study N= 400 1.0 3.3 14.9 74.0 6.8 N= 397 0.0 3.8 10.3 13:4 72.5 N= 722 13.3 14.6 18.4 R9.9 3.8 N= 717 2.0 12.4 21.5 18.2 45.9 N= 320 20.3 4 5.8 15.7 2.2 15.9 N= 320 9.6 43.2 2 3.3 19.0 Source: The Research Group's 1985 Survey of Retail Shoppers in Hampshire, Hampden, and Franklin Counties. Page 26 Reasons for Shopping in Downtown Northampton Respondents to the 1985 Survey of Retail Shoppers in Hampshire, Hampden, and Franklin Counties were asked why they shop or do not shop in Northampton (see Table 10). People who shop in Northampton do so because they find the location to be convenient to home (19.7 they are in the area for other reasons (12.4 they like the stores in the downtown area (10.6 or they find shopping in Northampton to be a positive experience because they are able to get good buys, they like the selection or variety of merchandise available, or they like the sales (10.3 and 7.8% were trying Northampton for the first time. The small proportion of people who said they shopped in Northampton this season, but less than last season did so because of parking problems (17.2 because they prefer malls (15.5 or because they shopped less in general (8.5 The major reasons for not shopping in Northampton during holidays in- clude finding the location to be inconvenient (55.1 preferring malls (6.2 and having no reason to go there (5.7 Major reasons for not shop- ping in Northampton during the most recent holiday season include inconvenient location (21.1 having no time (13.5 not being in the area (10.0 tran- sportation problems (8.8 and shopping less in general (6.8 The major reason for never shopping in Northampton is that Northampton is .inconveniently located (61.9 (see Table 10). This finding is not surprising since non shoppers are likely to live in areas that are some dis- tance from Northampton, or in areas that are closer to other downtown shopping areas such as Springfield or Greenfield. Other reasons for not shopping in Northampton include lack of familiarity with the area (10.6 no reason to go there (6. transportation problems (5.4 or never being in the area (5.2 In order for Northampton to increase its share of the market of shoppers that live further away from Northampton, it must overcome the current percep- tion that it is inconviently located. Northampton could do this by promoting specialty goods to those shoppers, since convenience of location is generally less important to people who are interested in specialty goods. These people are willing to travel greater distances in order to acquire goods that they perceive to be unique. The Research Group NIS Feasibility Study Page 27 MAJOR REASONS FOR SHOPPING IN DOWNTOWN NORTHAMPTON Major Reasons Shopped In Northampton More —The Same Like stores. Location convenient to home Positive shopping experience In area for other reasons First time there Major Reasons Shopped Less In Northampton During Holidays N= 18 Parking Problems 17.2 Prefer malls 15.5 Shopped elsewhere 5.7 Needs met locally 5.8 Shopped less in general 8.5 Major Reasons Never Shops In Northampton During Holidays Inconvenient location Prefer malls No reason to go there Major Reasons Didn't Shop In Northampton This Season Inconvenient location No time Transportation problems Was not in area No reason to go there Shopped less in general Major Reasons Never Shops In Northampton Inconvenient location Not familiar with area No reason to go there Transportation problems Never in area Not asked. TABLE 10 The Research Group NIS Feasibility Study Infrequent Non Shoppers Shoppers Shoppers N= 120 10.6 19.7 10.3 12.4 7.8 N= 112 55.1 6.2 5.7 N= 56 21.1 13.5 8.8 10.0 5.3 6.8 N= 392 61.9% 10.6 6.4 5.4 5.2 Source: The Research Group's 1985 Survey of Retail Shoppers in Hampshire, Hampden, and Franklin Counties. Page 28 r The Research Group CURRENT MARKET CONDITIONS IN NORTHAMPTON An analysis of retail and service spending trends was conducted in order to determine the share of the market that Northampton is attracting. The results of this analysis indicate that there have been declines both in the number of retail and service establishments in Northampton, and in their sales in adjusted dollars between 1977 and 1982. Despite these declines, Northampton attracts a disproportionate share of the retail and service spending in Hampshire County. Northampton is attract— ing approximately $70 million more in retail spending than would be expected based upon the population and aggregate income of Northampton. Northampton's strengths are in attracting dollars for convenience goods, specialty goods, and services. Specific areas in which Northampton gained market share between 1977 and 1982 are eating and drinking establishments, drug and proprietary stores, specialty goods, and services. These all represent types of businesses that traditionally do well in downtown settings. Northampton generally lost market share, however, for comparison shopping goods, which typically do better in malls. NIS Feasibility Study Page 29 The Research Group Retail and Service Activity in Northampton The Census of Retail Trade and the Census of Service Industries were used as a means of estimating the number of commercial businesses in Northamp— ton and sales trends for those businesses. Statistics in the Census of Retail Trade and Census of Service Industries are broken down by SIC (Standard Indus— trial Classification) codes. Each type of retail or service business is as— signed an SIC code -for example, "building materials and hardware" is classi— fied as SIC 5u. The most recent data available is from 1982, and includes all establishments in Northampton including Florence and Leeds. It is important to note that neither Census includes all types of retail or service businesses. For example, data on banking, insurance, or personal service businesses such as hairdressers is not included in either Census. In this report, the different SIC categories of retail businesses have been grouped according to the type of goods sold, including convenience goods, comparison shopping goods, specialty goods, and all other goods. Convenience goods are goods for which convenience of location is the most important criterion in terms of use. Examples of convenience goods are food stores, drug stores, and eating and drinking establishments. Comparison shopping goods are goods for which a comparison of price, variety, selection, or quality is desired. Examples would include clothing stores and large department stores. For these goods, consumers are likely to be attracted to areas where a larger number of stores are located, such as a mall. Specialty goods are goods that are bought without regard to price, variety or selection and that are unique in some manner. Most specialty goods stores fall within the miscellaneous retail category and include sporting goods, book, stationery, jewelry, hobby, toy, and game, camera and photograph— ic supply, gift, novelty, and souvenir, luggage and leather .goods, sewing, needlework, and piece goods stores and mail houses. The "all other goods" category includes automotive dealers, building materials, hardware, garden supply, mobile home dealers, and retail nurseries, and gasoline service sta— tions. Service businesses include hotels, motels, and camps, automotive repair, miscellaneous repair, amusement and recreation, legal services, and health services (excluding hospitals). In the following section, the number of retail and service businesses in Northampton is discussed. NIS Feasibility Study Page 30 r The Research. Group Number of Retail and Service Establishments Overall, between 1977 and 1982 the number of retail establishments in Northampton declined by 17.8 from 320 to 263 (see Table 11). The declines were primarily within the shopping and specialty goods categories, with the number of convenience goods and other stores remaining essentially stable dur- ing that time period. About two fifths (100) of Northampton's retail businesses fall within the convenience goods category. In 1982 there were 29 food stores, 60 eating and drinking establishments, and 11 drug and proprietary stores. Convenience goods typically do well in downtown areas, because downtowns are more conveniently located than malls or other retail locations. Thus it is not surprising that although Northampton experienced a decline in the total number of retail establishments between 1977 and 1982, the number of conveni- ence goods stores remained stable during that time period. There was an in- crease in the number of eating and drinking establishments +9.0 a decrease in the number of drug and proprietary stores 15.3 and the number of food stores did not change between 1977 and 1982. About one -fifth (19.4 of Northampton's retail establishments are com- parison shopping goods stores. In 1982, there were 7 general merchandise stores, 24 apparel and accessory stores, and 20 furniture and home supply stores. Downtowns generally have a great deal of difficulty competing with malls in terms of comparison shopping goods. Consumers want a comparison of price, variety, selection, or quality for these goods, and malls are able to concen- trate larger numbers of similar types of stores into a small area than are downtowns. The opening of the Mountain Farms Mall and later the Hampshire Mall in Hadley and the Holyoke Mall at Ingleside during the 1970's have had a profound impact on downtowns in Hampshire and Hampden Counties. Between 1977 and 1982, Northampton experienced a 33.8% decline in the number of shopping goods stores, with the largest decline occurring in general merchandise 38.5 followed by apparel and accessory 31.4 and furniture and home supplies 31.0 About one fourth (25.1 of Northampton's retail establishments are specialty goods stores. Northampton experienced a 29.8% decline in the number of specialty goods or miscellanous retail stores between 1977 and 1982. In 1977 there were 94 of these stores, compared with 66 in 1982. Since 1982, however, the number of miscellaneous retail stores has increased as existing retail space on Main and Pleasant Streets has been filled and as newly con- structed retail space in areas such as Damon Road, the Potpourri Mall on King Street, Roundhouse Plaza, and the Old School Commons has became available. NIS Feasibility Study Page 31 The remaining 17.5% of. Northampton's retail stores fall within the all other goods category, including 10 building materials and hardware stores, 15 auto dealers, and 20 gasoline service stations. The number of auto dealers declined by 31.8 the number of service stations increased by 5.3 and the number of building materials and hardware stores remained the same between 1977 and 1982. In terms of services, in 1982 there were 4 hotels, motels, or other lodging places, 19 auto repair services, 9 amusement and recreation establish— ments, 25 legal services, and 67 health services (excluding Cooley Dickinson Hospital and the Veteran's Hospital in Leeds). Data on miscellaneous repair services is not available from the 1982 Census, however in 1977 there were 18. Between 1977 and 1982, the number of hotels, motels, and other lodging places decreased by 42.8 automotive repair services decreased by 36.7 amusement and recreation establishments decreased by 70.9 and legal services decreased by 34.2 Trend data for miscellaneous repair services and health services is not available because of Census reporting changes. Changes in the number of establishments in an area provides some indica— tion of the strengths or weaknesses of a shopping area. However, changes in retail and services sales more accurately indicate wheter an area is growing or declining. Changes in Northampton's retail and service sales are discussed in the following section. The Research Group NIS Feasibility Study Page 32 The Research Group TABLE 11 NUMBER OF RETAIL AND SERVICE ESTABLISHMENTS IN NORTHAMPTON: 1977 TO 1982 SIC Category Percent Change: 1977 1982 '77 -'82 Convenience Goods 54- -Food stores 29 29 0.0 58 Eating- drinking 55 60 9.0 591 Drug proprietary 13 11 -15.3 Shopping Goods 53 General merchandise 13 7 -38.5 56-- Apparel accessory 35 24 -31.4 57 Furniture -home supply 29 20 -31.0 Specialty Goods 59-- Miscellaneous retail 94 66 -29.8 All Other Goods 52-- Building materials 11 11 0 55 Automotive dealers 22 15 -31.8 554 Service stations 19 20 5.3 Service Establishments 701 -3 Hotels lodging 7 4 -42.8 75-- Automotive repair 30 19 -36.7 76-- Miscellaneous repair 18 78-9-- Amusement recreation 31 9 -70.9 81- -Legal services 38 25 -34.2 80 Health services 67 Not available. Miscellaneous repair includes liquor, used merchandise, sporting goods, book, stationery, jewelry, hobby, toy, and game, camera and photographic supply, gift, novelty, and souvenir, luggage and leather goods, sewing, needlework, and piece goods stores and mail houses. Excluding hospitals. Source: The Research Group based on 1977 and 1982 U.S. Census of Retail Trade and 1977 and 1982 U.S. Census of Service Industries. NIS Feasibility Study Page 33 Table 12 presents retail and service sales for Northampton from 1977 to 1982. 1977 figures have been adjusted for inflation using Consumer Price In— dex adjustment factors, thus all figures are reported in 1982 dollars. Northampton accounts for approximately one —third (35.5 of the total retail spending for Hampshire County, with 1982 retail sales of more than $173 million. Sales for Hampshire County in 1982 were about $188 million. Between 1977 and 1982, total retail sales in Northampton declined by about 11.2 from about $202,382,000 to $173,576,000 Sales in Hampshire County declined at a somewhat slower rate 6.9 During that time, the country was experiencing an economic recession, and although Northampton fared better than many of the region's downtowns, it was not immune. Since the early 1980's, however, Northampton has revived to become one of the most vital downtowns in the Pioneer Valley. Despite overall declines in retail sales between 1977 and 1982, Northampton experienced surprisingly large increases in spending for a number of retail categories. In terms of convenience goods, sales for eating and drinking establishments more than tripled +350.5 end sales for drug and proprietary stores more than doubled +211.5 from 1977 to 1982. Sales in these categories in Hampshire County increased only minimally during that time period (3.7% and 3.2 respectively). Sales for food stores in Northampton, however, declined by 20.7% from 1977 to 1982, while in the county as a whole they declined by only 1.5 His— torically, Northampton served as the marketing hub of Hampshire County for food stores, attracting shoppers from a wide geographic area. Within the past decade, however, a number of supermarkets have located or upgraded in towns surrounding Northampton, including Big Y in Easthampton :nd Super Stop Shop, Price Chopper, and Bread Circus in Hadley. In addition, smaller supermark— ets in the region have expanded in size or added new departments. The overall effect has been to decentralize food shopping activity in the county. Shoppers from more rural areas such as Sunderland and Deerfield, who would traditionally have come to Northampton, are now shopping closer to home. Sales trends for shopping goods clearly reflect the negative effect that area malls have had on retail spending in Northampton. Sales for general mer— chandise stores declined in Northampton by over one —half 51.1 between 1977 and 1982. Sales for general merchandise stores declined at a slower rate in the county as a whole 36.3 This may be explained by the 5.1% increase in spending for this category in the "balance of the county," which includes Had— ley (site of the Hampshire Mall) but not Northampton, Easthampton, Amherst, or South Hadley. Sales figures for apparel and accessory stores for Northampton for 1977 are not available, but since 11 apparel and accessory stores went out of business in Northampton between 1977 and 1982, it is likely that sales trends for that time period reflected those of the county as a whole 17.8 The Research. Group Retail and Service Spending Trends NIS Feasibility Study Page 34 Furniture stores, on the other hand, have done extremely -well in Northampton since 1977. Although the number of furniture and home supply stores declined by 9, sales increased by 124.1% during that time period. Sales for this category in Hampshire County decreased by 12.6% from 1977 to 1982. Stores such as Carry —Outs, Contemporary Trends, and other specialty and unique furniture —home supply stores have contributed to Northampton's success in this category. Sales for specialty goods or miscellaneous retail also increased in Northampton between 1977 and 1982. Although the number of stores decreased by 28, spending for this category increased by 90.1% during that time period. Specialty goods are an area for which downtowns can compete effectively with malls, because for these goods, a comparison of price or selection is not desired and people are willing to travel in order to buy goods that they per— ceive as unique or prestigious. In addition, the ambiance or image of a down— town area can attract shoppers who are more interested in a positive shopping experience than in comparing prices, selection, or variety. Service sales in Northampton generally increased between 1977 and 1982. Overall comparisons of service sales are not available for 1977 through 1982 because of changes in Census reporting, however sales for hotels, motels, and other lodging places declined by 34.6% and sales for automotive repair ser— vices declined by 12..4 In the county, sales for hotels, motels, and other lodging places declined by 34.6 and for automotive repair services by 31.0 Although figures for Northampton are not available for miscellaneous repair, sales for this category in Hampshire County almost.doubled +97.8 Sales for amusement and recreation more than quadrupled in the county (+44 but again, data for Northampton is not available. Sales for legal services increased by 9.4% in Northampton between 1977 and 1982. Data for the county is not available. The fact that Northampton is the county seat accounts for its success in this category. The Research Group NIS Feasibility Study Page 35 Northampton: Hampshire County: 1977 1982 Change: 1977 1982 Change: SIC Category Sales Sales '77 -'82 Sales Sales '77 -'82 Convenience Goods 54- -Food stores 48,586 38,505 20.7% 134,107 128,043 4.5% 58 Eating- drinking 4,516 20,341 +350.5 55,879 57,924 3.7 591 Drug proprietary 1,964 6,176 +214.5 15,821 16,319 3.2 Shopping Goods 53 General merchandise 22,166 10,103 54.4 4 2,954 27,348 36.3 56 Apparel- accessory 7,568 26,327 21,637 17.8 57-- Furniture- home supply 1,903 4,265 +124.1 14,386 12,571 12.6 Specialty Goods 59-- Miscellaneous retail 12,973 24,663 90.1 82,861 72,980 11.9 All Other Goods 52 Building materials 55 Automotive dealers 554 Service stations Total: Retail Sales Service Establishments The Research Group TABLE 12 RETAIL AND SERVICE SPENDING TRENDS: 1977 TO 1982 NORTHAMPTON AND HAMPSHIRE COUNTY 6,590 28,839 24,859 13.8 18,433 35,723 93.8 78,323 63,195 19.3 5,357 17,273 +222.5 45, 51,858 14.2 202,382 173,576 14.2 524,907 4 88,603 6.9 701 -3 Hotels lodging 4,818 3,152 34.6 8,632 6,226 27.9 75 Automotive repair 5,266 4,615 12.4 15,337 10,581 31.0 76-- Miscellaneous repair 3,140 6,211 97.8 78-9-- Amusement- recreation 1,259 6,028 32,809 +4ll4.3 81- -Legal services 3,105 3,395 9.3 5,721 80-- Health services 17,104 32,809 Not available. -In 1982 dollars. Miscellaneous repair includes liquor, used merchandise, sporting goods, book, stationery, jewelry, hobby, toy, and game, camera and photographic supply, gift, novelty, and souvenir, luggage and leather goods, sewing, needlework, and piece goods stores and mail houses. Excluding hospitals. Source: The Research Group based on 1977 and 1982 U.S. Census of Retail Trade, 1977 and 1982 U.S. Census of Service Industries, 1980 U.S. Census of Population. NIS Feasibility Study Page 36 A leakage analysis was conducted to determine the extent to which Northampton is capturing its share of the total retail and service spending in Hampshire County. Overall, the aggregate income of residents of Northampton makes up about 20.6% of the total aggregate income of Hampshire County. If Northampton is capturing a representative share of its residents' expendable income, it should capture about 20.6% of the county's total retail and service sales. The difference between potential sales (sales estimates based on an area's population) and actual sales represents the amount of money that is ei- ther coming into or leaking out of an area. The results of this analysis indicate that Northampton is clearly cap- turing a larger share of the county's retail and service spending than would be expected based on its population (see Table 13). Potential retail sales for Northampton for 1982 totalled approximately $100,652,000, while actual sales for 1982 totalled about $173,576,000. The more than $70 million differ- ence between potential and actual retail sales in Northampton represent the dollars spent by shoppers that are attracted to Northampton from throughout the region. In addition, Northampton exceeded its expected potential sales for all of the different SIC categories examined. This indicates that although Northampton is losing market share of spending for shopping goods to area malls, the city is still capturing a greater share of spending for this category than would be expected. The Research Group Leakage Analysis of Retail and Service Spending It is not possible to quantify the extent to which Northampton has ex- ceeded expected service sales, because changes in Census reporting have elim- inated some categories of businesses and added others. However, Northampton consistently exceeded its expected potential sales for all the SIC categories examined. NIS Feasibility Study Page 38 LEAKAGE ANALYSIS OF RETAIL AND SERVICE SPENDING IN NORTHAMPTON (All Figures in $1,000's) SIC Category Convenience Goods 54- -Food stores 26,377 38,505 58 Eating- drinking 11,932 20,341 591 Drug proprietary 3,362 6,176 Shopping Goods 53-- General merchandise 5,634 10,103 56-- Apparel- accessory 4,457 7,568 57 Furniture -home supply 2,590 4,265 Specialty Goods 59-- Miscellaneous retail 15,034 24,663 All Other Goods 52 Building materials 5,121 6,590 55 Automotive dealers 13,018 35,723 554 Service stations 10,683 17,273 Total: Retail Sales 100,652• 173,576 Service Establishments Not available. Source: The Research Group based on 1977 and 1982 U.S. Census of Retail Trade, 1977 and 1982 U.S. Census of Service Industries, Sales Mark- eting Management's 1984 Survey of Buying Power (Parts 1 and 2), and 1980 U.S. Census of Population. The Research Group TABLE 13 701 -3 Hotels- lodging 1,283 75-- Automotive repair 2,180 76-- Miscellaneous repair 1,279 78 -9 Amusement recreation 6,759 81- -Legal services 1,179 80 Health services 6,758 Potential Actual 1982 Sales 1982 Sales 3,152 4,615 3, 395 17,104 NIS Feasibility Study Page 39 SUPPLY OF AND DEMAND FOR RETAIL AND OFFICE SPACE IN NORTHAMPTON An on —site survey of commercial buildings in the downtown area was con— ducted in order to estimate the current supply of retail and office space in the major commercial sections of Northampton. Data from the survey was com— bined with data from assessor's records and information from local realtors, building owners, the Northampton Redevelopment Authority, and the Center for Economic Development at the University of Massachusetts at Amherst. The major commercial sections of Northampton were defined as Main, Pleasant, King, Mark— et, Hawley, Pearl, Center, Gothic, Masonic, State, Old South, and Conz Streets and Crafts Avenue. Florence and Leeds were not included in the study. There are currently approximately 1,416,764 square feet of commercial space available in Northampton, of which 1,313,324 square feet is retail space (see Table 14). The vast majority (91.9 of Northampton's retail space is first floor storefront space, 6.2% is second floor space, and the remainder is basement and third floor space. Approximately 23,500 square feet of addition— al retail space is being constructed in various locations in the downtown area. About 50,800 square feet of Northampton's retail space is vacant, for an overall vacancy rate of about 3.8 The vacancy rate for Main Street retail space, however, is less than 1.0 Retail space located on Main Street is in high demand and is absorbed extremely quickly, usually within one to three weeks of vacancy. Retail space located on King and Pleasant Streets is ab— sorbed more slowly, usually within one to six months of vacancy. Absorption of retail space in other areas of Northampton varies depending upon the dis— tance from Main Street, the quality of the space, shopper traffic, and parking availability. Overall, about 30,500 square feet of new retail space has been absorbed in Northampton within the past year. Sales Marketing Ma'agement projects a 9.4% increase in retail sales per year through 1988 for Hampshire County. If similar trends occur in Northampton, we predict that a maximum of about 35,000 square feet of retail space could potentially be absorbed in Northampton per year through 1988. About 456,149 square feet of Northampton's commercial space is office space. The majority (70.9 of office space in Northampton is second floor space, 38.0% is first floor space, 8.2% is third floor space, and the remainder is basement or fourth or fifth floor space. At present, the supply of office space in Northampton exceeds the demand for that space. A large amount of new or extensively renovated office space has been added to Northampton's supply within the past five years, including office space in the Roundhouse Plaza, Old School Commons, a number of build— ings on Main and Pleasant Streets, and the. Potpourri Mall on King Street. The result of this rapid development has been extremely high vacancy rates. The Research Group NIS Feasibility Study Page 40 �r At present, about 103,4 square feet of Northampton's office space is vacant, for an overall vacancy rate of about 22.6 The vacancy rate for second floor space is about 34.3 for third floor space is 52.6 and for fourth floor space is 621.5 Since first floor vacant space has been defined as retail space, the 0.0% vacancy rate for first floor office space is misleading. Newly renovated, elevator accessible office space on the first or second floor with readily available parking is in highest demand and is least likely to be vacant. Approximately 17,20 square feet of new office space has been absorbed in Northampton in the past year. This does not include office space that al— ready existed (was not newly constructed or renovated) and was absorbed. It is likely that the current oversupply of office space will be absorbed within the next five years, if no new large scale office projects are begun. Northampton also has approximately 30,295 square feet of space that could be used as retail or office space but is currently underutilized (used for storage or boarded up). This space was not included in the vacancy rate because it would need to be renovated prior to occupancy. The Research Group NIS Feasibility Study Page 41 L J Floor Total The Research Group TABLE 14 ESTIMATED SQUARE FEET OF RETAIL AND OFFICE SPACE IN NORTHAMPTON, MASSACHUSETTS S.F. Retail S.F. Office Retail Vacancy Office Vacancy Space Rate Space Rate Basement 23,803 0.0% 750 0.0% First Floor 1,207,341 4.2% 173,474 0.0% Second Floor 81,028 0.0% 232,642 34.3% Third Floor 1,152 0.0% 37,499 52.6% Fourth Floor 0 5,576 64.5% Fifth Floor 0 6,208 0.0% 1,313,324 3.8% 456,149 22.6% Source: The Research Group based on an on —site survey of commercial buildings in downtown Northampton, assessor's records, and information from lo— cal realtors and building owners. NIS Feasibility Study Page 42 j fl !_1 RENTAL STRUCTURE FOR RETAIL AND OFFICE SPACE IN NORTHAMPTON An analysis was conducted of the rental structure for retail and office space in Northampton. Interviews were conducted with realtors in the area that handle commercial space rentals and with building owners and developers in Northampton. Rents for retail space in Northampton have increased significantly in the past five years. In 1981, average rents for retail space ranged from $5.00 to $8.00 per square foot, and in 1983 they ranged from $10.00 to $12.00 per square foot. At present, average rents for retail space in Northampton range from $10.00 to $15.00, with rents as high as $22.00 per square foot oc— curring along Main Street. Rents for retail space in Northampton are more likely than rents for of— fice space to vary widely depending upon the perceived desireability of loca— tion. In general, the further from Main Street a retail space is located, the lower the rent. Specifically: rents for first floor retail space on MAIN STREET range from $10.00 to $30.00 per square foot, with the majority of space renting for between $14.00 to $17.00 per square foot. Rents for second floor space on Main Street range range from $8.00 to $12.00 per square ri foot, rents for retail space on PLEASANT STREET range from $6.00 to $10.00, with the exception of spaces located at the corner of Main and Pleasant Street which run as high as $22.00 per square foot, rents for retail space on KING STREET range from $4.00 to $12.50 per square foot, with the majority renting between $6.00 and $10.00 per square foot. Newer, recently renovated retail space along King Street ranges from $10.00 to $12.00 per square foot, rents for retail space on OLD SOUTH STREET, GREEN STREET, and STATE STREET range from $5.00 to $10.00 per square foot, rents for retail space on MASONIC, GOTHIC, and CENTER STREETS and CRAFTS AVENUE range from $5.00 to $16 per square foot, and rents for retail space on MARKET and HAWLEY STREETS range from $3.40 to $5.00. However, when completed the renovated space in the Char dan Foods building on Market Street will be available at a signifi— cantly higher rate than this. The Research Group NIS Feasibility Study Page 43 Rents for office space in Northampton range from about $3.50 to $20.00 per square foot, with the majority of space renting from about $8.00 to $10.00 per square foot (gross). Higher rents ($9.00 to $20.00) are generally charged for recently renovated or newly constructed office space in more•desireable locations (Main Street and feeder streets), while rents in the lower range are charged for second or third —floor space that is not elevatory accessible, old— er Class B or worse space, and space that lacks convenient parking. Office space located on less desireable streets (King, parts of Pleasant, Market, Conz, and South Streets) is also more difficult to rent. However, some build— ing owners are able to command high rents on these streets provided the space is of excellent quality and there is ample parking. One to two years ago, office space rents in Northampton were increasing rapidly. Because the current supply of office space has exceeded the demand for that space, rents have stabilized within the past year. It is not likely that office space rents will increase substantially until the current oversup— ply of space is occupied. The Research Group NIS Feasibility Study Page 44