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COMBINING QUALITY DESIGN AND ENERGY EFFICIENCY FOR SMALL RETAIL LIGHTING

                                                                                        S M A L L             R E TA I L     L I G H T I N G

    Retail Lighting Elements                                                         Basic Retail Lighting
    Helpful Hints                                                                    Intermediate Retail Lighting
    Lighting Fixture Specifications                                                  Higher-end Retail Lighting




knowhow
   SMALL RETAIL LIGHTING



    INTRODUCTION
    ENERGY EFFECTIVE LIGHTING
     The selection of the right lighting      saving energy, operating costs
     can be a major contribution to           and maintenance. This guide
                       retail sales.          shows you how it is done, with
                       Lighting can           sample layouts and specifications
                       establish a            that are energy effective, and
                       store's image,         energy code compliant. Retail
                       lead customers         lighting must have good color,
                       inside, focus their    contrast and balance between
“To attract my
customers, the
lighting MUST
                       attention, make
                       the products
                       attractive and
                                              lighted surfaces. Other qualities
                                              are listed in the chart below.
                                              There is no single formula for
                                                                                                                           basic
have good                                                                            Exposed sources give a bright, clean look.
color, contrast
                       visible, and in        all retail lighting. A professional
and the right          general encourage      lighting designer or retail designer                            size, and for three different types of
                                                                                     successful and "energy effective"
balance between purchasing.                   may be able to create successful
lighted areas.
                                                                                     retail lighting.         stores: Basic retail lighting systems
                       "Energy Effective"     designs while breaking all the                                  are appropriate for high activity,
It also should
be easy                lighting provides                                  LIGHTING LAYOUTS
                                              rules suggested here. However,                                  self-service retailing such as mass
to maintain.”          all these benefits     this guide is intended to provide
                                                                          These layouts are intended for      merchandising and discount stores.
Retail Owner,          for the lowest life-   sound advice and simple     independent retail establishments   Shelves are generally tall and dense.
Jon Megaris & Co
                       cycle cost, while      techniques for consistently between 500 and 1000 square feet in Bright surfaces, exposed sources
                                                                                                              and industrial luminaires are an
                                                                                                              important part of the approach,
       MOST IMPORTANT DESIGN
       FACTORS FOR RETAIL LIGHTING                                                                            communicating the image of
                                                            Feature General
                                                            Display       Retail     Cashier Circulation      "maximum value" to customers.
        Color Rendering Index / Color Temperature                                                             Higher-end retailing requires lower
        Contrast / Accent / Highlight                                                                         ambient levels and more accent
        Daylighting Integration / Control                                                                     lighting to create contrast and
        Direct Glare / Reflected Glare                                                                        drama. These stores have a more
        Image or Style                                                                                        relaxed level of customer activity
        Modeling of Objects / Shadows                                                                         with more personalized sales
        Visual Priority / Organization                                                                        assistance. The majority of stores
        Quantity of Light on Vertical Displays (fc)            d                                              fall in between these categories,
        Quantity of Light on Horizontal Surfaces (fc)                                                         requiring more ambient lighting
        Aiming Flexibility of Accent Lighting                                                                 than exclusive shops, with fewer
                                                                                                              accent lights. We call this category
           Very Important      Important    Somewhat Important * Adapted from the Lighting Design Guide.
                                                                 IESNA Lighting Handbook, 9th Edition         an intermediate retail store.
knowhow retail lighting


                              retail lighting elements
                                                                                                                  accent




                                                                                                         ambient


                                                                                                                           perimeter

                                            valance




                                                                                                                                        It's a Trade-Off
                                                                                  PERIMETER LIGHTING                                    Higher-end shops do
                                                                                  AND VALANCE LIGHTING                                  not need to use more
                                                                                  Lighting the vertical surfaces. Asymmetrical light    energy to be effective.
                              AMBIENT LIGHTING                                    fixtures can direct light on tall vertical shelving   The lighting layouts on
                              General, uniform lighting using light fixtures      and displays, typically located at the perimeter of   pages 4, 5 and 6 all
                              that distribute the light widely, directly or       the merchandise area. Valance lighting allows         have connected loads
                              indirectly. Ambient lighting enables the customer the source to be quite close to the merchandise,        of 2.1 watts per square
                              to see and examine the merchandise, and the         providing a shield or “valance” to conceal the        foot or less. All achieve
                              sales staff to complete the sale and perform        light sources from the view of the customer.          good quality lighting
                              their other duties.                                 Valances are often built into the wall, shelving      appropriate for their
                                                                                  unit or gondola. Although primarily intended to       businesses. Higher light
                              ACCENT LIGHTING                                     provide light down on the merchandise, they also      levels are provided in
                              Spotlighting used to provide higher levels          can be designed to light up on signage or provide     Basic retailing. Higher-end
                              of light in a focused pattern to accentuate         indirect ambient lighting for the space.              shops provide more
                              selected objects in relation to their surroundings.                                                       focus and highlights by
                              Accent lighting establishes the importance of       SHELF LIGHTING AND                                    decreasing the ambient
                              certain objects through the use of contrast, and    CASE LIGHTING                                         light levels. Compared
                              highlights the form, structure, texture or color    Small or miniature light sources located very         to common practice,
                              of the merchandise.                                 close to the objects being displayed, shielded        2.1 watts per square
                                                                                  from the customer’s view. This lighting must be       foot not only meets
                                                                                  carefully selected for the particular application     the latest energy codes,
                                                                                  to avoid accidental contact with hot lamps and        but also saves 30% of
                                                                                  to prevent damaging the merchandise with too          a store's energy cost
                                                                                  much ultra-violet radiation or heat.                  for lighting.



                          2
helpful hints                                                                                                             quicktips
                                                                                                                           Getting the Most
                                                                                                                           “Bang for your Bucks”
TRUE OR FALSE?                                                                                                            1. Put the light source close
                                                                                                                             to the merchandise.
Q. Incandescent light has a truer color?                                                                                  2. For ambient lighting, use
A. FALSE. There is no “true” color of light, but mid-day natural light is often considered a standard                        efficient, diffuse sources,
                                                                                                                             such as fluorescent.
   because it has all the wavelengths of color in more or less equal amounts. Incandescent sources are
   rich in warm tones but weak in cool tones. This is flattering to skin tones but poor in revealing colors               3. For accent lighting, use
                                                                                                                             narrow beam spotlights
   for many products, especially those containing blues and greens. New “tri-phosphor” technology has                        such as Halogen PARs or
   resulted in fluorescent sources with superior color rendering in a wide variety of color appearances                      Low-Voltage MR-16s.
   and lamp types.                                                                                                        4. Use the fewest types
                                                                                                                             of lamp to get the
Q. Low-voltage lamps use less energy than standard voltage lamps?                                                            desired effect,
                                                                                                                             reducing
A. FALSE. A 50 watt 12-volt lamp uses the same amount of power as a 50 watt, 120 volt lamp or 50 watt                        relamping
   277 volt lamp. However, low-voltage lamps have smaller filaments, which enables tighter focus of the                      mistakes and
   beam. Thus, low voltage may be the most energy-effective choice for accent lighting.                                      maintenance
                                                                                                                             headaches.
Q. More light is better?                                                                                                  5. Illuminate the aisles
A. FALSE. Lighting for retail is all about contrast and focus. Too much accent lighting means                                with spill light from the
                                                                                                                             accented merchandising
   no contrast and no focus. The greatest lighting value is achieved by balancing ambient and                                areas or displays.
   accent lighting.
                                                                                                                          6. Lower levels of ambient
                                                                                                                             lighting require fewer
                                                                                                                             watts of accent lighting.
                                                                                                                          7. Use the lightest colors
                                                                                                                             on the interior surfaces
                                                                                                                             of shelving.
                RETAIL

    don’ts
                                                                                                                          8. Use organized patterns
                                                                                                                             of light fixtures. Chaotic
                                                                                                                             patterns may confuse,
                                                   COMMON MISAPPLICATIONS                                                    agitate or fatigue
                                                                                                                             the customers.
    1. Using incandescent                                                                                                 9. Use high color rendering
       lights for everything                                                                                                 lamps for both ambient
                                                                                                                             and task lighting.
    2. Track lighting rather
       than fixed locations
    3. Using floodlights                                                                                                                     "The first
       rather than spotlights                                                                                                                step is to
                                                                                                                                             establish
    4. Random fixture layouts                                                                                                                the store
                                                                                                                                             lighting
       or visual chaos                                                                                                                       category
    5. Too many shiny                                                                                                                        with the
                                                                                                                          Owner, since there will be a
                                                                                                      Photo by H. McKay




       surfaces
                                                    What's wrong                                                          tradeoff between accent
                                                                                                                                                                 knowhow retail lighting




                                                                                                                          lighting and ambient light
    6. Black ceilings
                                                    with this picture?                                                    levels. There is no single right
                                                                                                                          way to design retail lighting,
    7. Dark finishes
                                                                                                                          so it’s important to agree on
    8. Accenting everything emphasing nothing in particular                                                               which lighting approach to
                                                                                                                          follow, “basic," “intermediate”
    9. Spotty lighting. Not enough ambient light to clearly                                                               or “higher-end.”
       examine merchandise                                                                                                Distributor, Monro Distributing



                                                                                                                                                             3
knowhow retail lighting


                              basic retail lighting
                              Bright ambient lighting
                                                                                                                                                               Types of stores: High activity retailing such as
                                                                                                                                                               mass merchandising, discount stores, hardware, video,
                                                                                                                                                               fast food, grocery, service establishments and sale of
                                                                                                                                              A
                                                                                                                                                               bulk or large objects such as appliances or furniture.
                                                                                        E                                                                      A destination store that doesn’t require lighting to draw
                                                                                                                                                               customers inside, and that offers inexpensive products
                              10 ft. 7 ft.                                                            10 ft. 7 ft.
                                                                                                                                                               and/or significant value for money. Self-service.
                                                                                                                                                               Purpose of lighting: To light all objects
                                                                             Section: Layout 1                                        Section: Layout 2        uniformly, provide good visibility for reading labels
                                                                                        15 ft.                                                15 ft.           and to create a bright, clean, stimulating environment.
                                                                                                                                                               Lighting Strategies:
                                                                                                                2'x2' ceiling grid                             • Exposed sources are effective to project a “discount”
                                                                                  Storage                                                  Storage               or “speedy service” image. Fluorescent sources
                                                                                                                                                                 provide the best value, giving good color rendering,
                                                                                                                                                                 high efficiency lighting with the longest life.
                                                                                                                                                               • Use light colored finishes on all wall surfaces to
                                                                                                                                                                 increase overall brightness and reflected light.
                                                                                                  8'




                                                                                                                                                               • For a greater sense of brightness and consistency

                                                                                                                                                          6'
                                                                                                                                                                 with daylight use “841” color lamps. This stands
                                                                                                                                                                 for a Color Rendering Index of 80+ and a
                                                                                            8'                                                 8'                Correlated Color Temperature of 4100K.
                                                                                                                                                               • Consider neon or colored lights for window
                                                                                                                                                                 displays or to identify departments.
                                                                                                                                                               Lighting Levels:
                                                                                                                                                               50-80 footcandles ambient lighting.
                                         Merchandise area: 750 square feet




                                                                                                                                                               BASIC RETAIL FIXTURE SCHEDULE
                                                                                                                                                               A: 3-lamp Parabolic 2'x4'
                                                                                                                                                               E: 2-lamp Fluorescent pendant
                                                                                                                                               A                   See page 7 for complete fixture specifications.


                                                                                        E




                                                                             Basic Retail: Layout 1                                  Basic Retail: Layout 2

                                  SUMMARY TABLE FOR “BASIC” RETAIL
                                                                                                        Layout 1                            Layout 2

                                  Ambient 1 Footcandles (fc)                                            80-90                               50-60
                                  Connected Load (W/sf)                                                 1.8                                 1.9
                                  Energy Savings (%)                                2
                                                                                                        45-55%                              40-50%
                                  First Cost (material & labor)               3
                                                                                                        No adder                            No adder

                                  Applicable Area (sf)                              4
                                                                                                        650-850                             650-850

                                  1-Actual FC may be 30% lower due to shelving units over 6' tall. 2-Savings compared to current lighting
                                  practices in the New England region. 3-Layout 1 and 2 cost the same and represent the lowest cost option.
                                  This is the basis of comparison for “Intermediate” and “Higher-End” costs. 4-Layout applies to any store
                                  within this size range, while meeting light level recommendations and without exceeding energy codes.
                                                                                                                                                                                                       basic
                                  Add rows of fixtures for larger stores.

                          4
intermediate retail lighting
        Ambient lighting with limited accent lighting




                                                                                                                                                          2'x2' ceiling grid
                                                                                                                            Storage                                                        Storage




                                                                                                                               A                                                     C




                                                                                                                                             8'
                                                                                                                                8'



                                                                                                                                                                                           B
                                                                                                                                   M


                           intermediate                                           Merchandise area: 750 square feet

By locating efficient, inexpensive lights close to the product, valance                                                                                                          M
lighting (Type C) is a very "energy effective" strategy.
                                                                                                                                             Control
           Types of stores: Clothing, stationary, beauty shop,                                                                               window
           gourmet shops, accessories, housewares, furniture and                                                                             display
           small objects. Most common store type, with average level                                                               M         lights                                               M
           of retail activity.                                                                                                               separately

           Purpose of lighting: Sufficiently uniform illumination
           necessary to see and examine product and read labels.                                                      Intermediate Retail:                                     Intermediate Retail:
           Limited accent lighting is desirable to set products apart, to                                             Layout 3                                                 Layout 4
           create highlights or enhance texture and to attract attention                                                      15 ft.                                                     15 ft.
           to window displays.                                                                                                         A                                                   B
                                                                                                                                                                                 C
           Lighting Strategies:
                                                                                                                                M                                                         M
           • Partially conceal ambient light sources with louvers or
                                                                             7.5 ft.                                                         4.5 ft.
             baffles to create more emphasis on product.
           • Locate accent lights close to displays.                                                                                              3 ft.
           • Use exposed or decorative accent lights to create attention
             or establish image.                                                                                      Section: Layout 3                                        Section : Layout 4

           Lighting levels: 30-50 fc ambient, 75-100 fc accent.
                                                                            SUMMARY TABLE FOR “INTERMEDIATE” RETAIL
                                                                                                                                                    Layout 3                             Layout 4
                                                                            Ambient1 Footcandles (fc)                                               35-45                                35-45
                                                                                                                                                                                                          knowhow retail lighting




         INTERMEDIATE RETAIL FIXTURE SCHEDULE
                                                                            Connected Load (W/sf)                                                   2.1                                  1.8
         A: 3-lamp Parabolic 2'x4'                                          Energy Savings 2 (%)                                                    35-45%                               45-55%
         B: 2-lamp Parabolic 2'x2'                                          First Cost Increase 3(material & labor)                                 +30-40%                              +25-35%
                                                                            Applicable Area 4 (sf)                                                  650-850                              650-850
         C: 1-lamp Fluorescent Valance
                                                                            1-Actual FC may be 30% lower due to shelving units over 6' tall. 2-Savings compared to current
         M: 50 Watt Accent Lights (M1, 2 or 3)                              lighting practices in the New England region. 3-Cost compared to Basic Retail Layouts
                                                                            1 and 2 on page 4. 4-Layout applies to any store within this size range, while meeting lighting
             See page 7 for complete fixture specifications.                level recommendations and without exceeding energy codes. Add rows of fixtures for larger stores.


                                                                                                                                                                                                      5
knowhow retail lighting


                               higher-end retail
                               Reduced ambient light, more accent lighting
                                                                                                                                                             B
                                                                     C                      N
                                                                                                                2.5 ft.
                                                                                                                                                    M
                          4.5 ft.                                                                               4.5 ft.
                                                                                    D                  10 ft.                                                         10 ft.
                            3 ft.                                                                                 3 ft.

                                                                    Section : Layout 5

                                                                                  15 ft.
                                                                                                                                          Section : Layout 6

                                                                                                                                                  15 ft.
                                                                                                                                                                                                 higher-end
                                                                                                                     2'x2' ceiling grid
                                                                                                                                                                               Types of stores: More expensive or exclusive
                                                                             Storage                                                           Storage                         merchandise, such as jewelry, gifts, antiques, fine clothing
                                                                                                                                                                               and accessories, fine housewares and beauty salons. Lower
                                                                                                                                                                               activity than other retail types. Most personalized attention
                                                                              C                                                                                                and assistance from sales personnel.
                                                                                                                                                                               Purpose of lighting: To establish image and

                                                                                                                                                                      8'
                                                                                                                                                                               enhance product color, sparkle or texture. Encourage
                                                                                                      8'




                                                                                   D                                                                M
                                                                                                                                                                               lingering, examination and impulse buying.
                                                                                                                                                   8'                          Lighting Strategies:
                                                                                                      Control                                                                  • Use lower illumination levels for ambient lighting
                                                                                                      different                                                                  to enhance contrast of accent lighting, but do not
                                                                                                      fixture types
                                                                                                                                                                                 eliminate ambient system.
                                                                                                      separately
                                                                                                                                                                               • Use fluorescent lighting for ambient lighting. White-
                                                                                                                                                                                 painted parabolic louvers may be preferable in small
                                Merchandise area: 750 square feet




                                                                                                                                                                 B
                                                                                                                                                                                 spaces or low ceilings. For highest end applications,
                                                                                                                                                                                 consider smaller diameter (T-5 or T-2) fluorescent
                                                                                                                                                                                 lamps for concealed applications such as coves,
                                                                                                                                                                                 valances and shelf lighting.
                                                                                                                                                                               • Use the best color rendering lamps (CRI above 80) and
                                                                                                                                                                                 a warmer color temperature of 3000 to 3200 Kelvin.
                                                                                                       Control                                                                   For example, select fluorescent lamps designated 830.
                                                                                             N                                                                                 • Use accent lighting to establish a hierarchy of
                                                                                                       window
                                                                                                       display lights                              M                             importance. Since the eye is attracted to the brightest
                                                                            M
                                                                                                       separately                                                                object in the field of view and then to the next brightest
                                                                                                                                                                                 object, provide the highest wattage or the tightest focus
                                                                                                                                                                                 lamps on the most important items or areas of the store.
                                                                    Higher-End Retail:                                                    Higher-End Retail:                   • Use exposed or decorative sources to attract attention to
                                                                    Layout 5                                                              Layout 6
                                                                                                                                                                                 specific displays or areas of the shop.
                                                                    SUMMARY TABLE FOR “HIGHER-END” RETAIL                                                                      Lighting Levels: 15-40 fc ambient. 75-100 fc accent.
                                                                                                                      Layout 5                             Layout 6
                                                                                                                                                                               Accent lighting is coupled with areas of lowest ambient
                                                                    Ambient1 Footcandles (fc)                         35-45                                20-30
                                                                                                                                                                               lighting levels.
                                                                    Connected Load (W/sf)                             2.1                                  2.1
                                                                    Energy Savings 2 (%)                              35-45%                               35-45%              HIGHER-END RETAIL FIXTURE SCHEDULE
                                                                    First Cost Increase 3 (material & labor)          +140-150%                            +80-90%             B   - 2-lamp Parabolic 2'x2'
                                                                    Applicable Area 4 (sf)                            650-850                              650-850
                                                                                                                                                                               C - 1-lamp Fluorescent Valance
                                                                    1-Actual FC may be 20% lower due to shelving units over 5' tall. 2-Savings compared to current
                                                                    lighting practices in the New England region. 3-Cost compared to Basic Retail Layouts 1 and 2.             D - Decorative Pendant
                                                                    4-Layout applies to any store of within this size range, while meeting lighting level
                                                                                                                                                                               M - 50 to 90 Watt Accent Lights (M1, 2, or 3)
                                                                    recommendations and without exceeding energy codes. Add rows of fixtures for larger spaces.
                                                                                                                                                                               N - 50 Watt MR16 Recessed Accent Light


                           6
lighting fixture schedule                                              E. 2-LAMP FLUORESCENT INDUSTRIAL WITH
                                                                          REFLECTOR. PENDANT OR SURFACE MOUNTED
These specifications include lighting fixtures that will
ensure a balance of performance, flexibility, energy-                  LAMPS: (2) 32W T8, 841 color for basic
savings and maintenance at a cost-effective price.                     retail, 835 color for intermediate retail
Many standard products will meet these specifications.                                                                               E
                                                                       DESCRIPTION: Pendant or surface mounted
                                                                       fluorescent luminaire in modules of 8'-0"
AMBIENT LUMINAIRES                                                     (4 lamps per 8'-0"). White baked enamel finish.
                                                                       Minimum 90% downlight. 95% minimum fixture
A. 2' x 4' PARABOLIC TROFFER, THREE-LAMP                               efficiency. Four-lamp electronic instant-start ballast, 110 nominal input
                                                                       watts. Surface mount to low ceilings (8'-6" or less) or pendant mount at
LAMPS: (3) 32W T8, 835 color                                           18" above highest product shelf.
DESCRIPTION: Recessed fluorescent with
white baked enamel interior reflector, parabolic                       ACCENT LUMINAIRES
louvers that are white-painted or semi-specular        A
anodized aluminum, minimum 2-3/4" deep, with                           M1. MR-16 SPOT LIGHT
18 cells. Three-lamp electronic instant-start ballast,
91 nominal input watts. 71% minimum fixture efficiency.                LAMP: 50W MR-16 Narrow Spot
                                                                       DESCRIPTION: Requires low voltage electronic
B. 2' x 2' PARABOLIC TROFFER, TWO-LAMP                                 transformer. Mount to J-box, canopy, mono-track
                                                                       or pendant, as required by application. Use                       M1
LAMPS: (2) 31W T8 U-tube, 6" leg                                       narrowest beam spread for the most impact.
spacing. 835 color for intermediate retail,
830 color for higher-end shops
                                                                       M2. HALOGEN PAR 20 LAMP SPOT LIGHT
DESCRIPTION: Recessed Fluorescent troffer with                     B
white baked enamel interior reflector and                              LAMP: 50W PAR 20 Spot
parabolic louvers that are painted white or semi-specular anodized     DESCRIPTION: Alternative to M1. No transformer          M2
aluminum, minimum 2-3/4" deep, with 9 cells. Two-lamp                  required. Mount to J-box, canopy, mono-track
electronic instant start ballast, 61 nominal input watts.              or pendant, as required by application. Use
65% minimum fixture efficiency.                                        narrowest beam spread for the most impact.


C: VALANCE: SIDE-SOCKET FLUORESCENT CHANNEL                            M3. HALOGEN PAR 30 or PAR 38 SPOT LIGHT

LAMPS: (1) 32W T8, 835 color in intermediate                           LAMP OPTIONS: 50W PAR 30 Spot or
retail, 830 color in higher end shops                                  Q90 PAR 38 Spot
DESCRIPTION: Standard fluorescent                                      DESCRIPTION: Alternative to M1 or M2. Larger size
                                                                                                                              M3
industrial strip with single lamp mounted on side.                     lamp and softer beam spread. Choose PAR 30 or
Nominal 8'-0" housing with two lamps in-line.                          PAR 38 fixture to fit lamp size. Mount to J-box,
Two-lamp electronic instant start ballasts, 61                 C       canopy, mono-track or pendant, as required by
nominal input watts. Tandem wire and use four-lamp                     application. Use narrowest beam spread for the
ballasts where possible.                                               most impact. Reduce quantity of 90 Watt lamps.

                                                                       N. RECESSED MR-16 ADJUSTABLE ANGLE
                                                                                                                                                       knowhow retail lighting




D: SMALL DECORATIVE PENDANT BOWL                                          ACCENT LIGHT
LAMPS: (4) 13W TT, 830 color                                           LAMP: 50W MR-16 Narrow Spot
DESCRIPTION: 20" to 24" diameter bowl with                       D     DESCRIPTION: Recessed housing with nominal                          N
frosted or patterned or colored glass or acrylic.                      5" diameter aperture. 35 degree tilt or more.
Provides image and brightness to space, and                            Specular or semi-specular clear cone. Integral
may light ceiling.                                                     low voltage transformer.


                                                                                                                                                   7
knowhow retail lighting

                             UNDERSTANDING THE NEW
                             FLUORESCENT LAMP COLORS                                                                               Controls are important!
                             The standard three-digit system for classifying fluorescent lamps includes
                                                                                                                                                       “Proper lighting controls assure
                             information about the Color Rendering Index (CRI) and the Correlated                                                       that individual fixtures are on
                             Color Temperature. Thus “835” stands for a CRI of 80+ and a color                                                          only when they are most
                             temperature of 3500 Kelvin.                                                                                                effective. The display window
                                                                                                                                                        lights should be controlled
                                                                                                                                                        separately from the rest of the
                             The Color Rendering Index indicates how well a given lamp renders the                                                      store lights. In addition, other
                             colors of the objects it illuminates. For Basic retailing, a CRI of 70+ is                               fixture types should be on separate circuits,
                             generally adequate. For Intermediate and Higher-End shops, 80+ is                                        controlled by an astronomical time clock. This
                                                                                                                                      way, only the most efficient fixtures will be used
                             preferable. Correlated color temperature refers to the appearance of                                     outside of business hours, for staff activities such
                             any light source. Low wattage incandescent is very “warm” at about 2700                                  as cleaning and restocking. This not only
                             Kelvin, Halogen is somewhat warm at 3000 Kelvin, and daylight is quite                                   saves energy, but greatly reduces
                                                                                                                                      maintenance for burned-out
                             “cool” at 5000 to 10,000 Kelvin. The new fluorescent lamps are available                                 accent lights.“
                             in a wide range of color temperatures, but those most appropriate for
                             retailing are 3000 K for Higher-End shops, 3500 K for Intermediate shops,                                Illuminating Engineer, Belden, Inc.
                             and 4100 K for Basic retailing.

                             Lamp/Ballast Efficacies
                                       Ambient Light Sources                                                                                  Accent Light Sources




                                 0           20           40           60           80                                                    0         10         20           30       40         50
                                                       LUMENS PER WATT
                                                                                                                                                                LUMENS PER WATT




                             ACKNOWLEDGEMENTS                                            The LIGHTING KNOWHOW series was developed, funded, and sponsored by the following members of the
                             DesignLights Consortium:

                                                                              Eastern Utilities Associates                      Northeast Utilities                               Content and graphics by Hayden
                                                                                • Blackstone Valley Electric                     • Connecticut Light & Power                      McKay Lighting Design and
                                                                                • Newport Electric                               • Western Massachusetts                          Lindsley Consultants Incorporated.
                                                                                • Eastern Edison Company                            Electric Company                              Market research and coordination
                             Boston Edison Company                            NEES Companies                                    United Illuminating                               by Steven Winter Associates, Inc.
                                                                                • Massachusetts Electric                                                                          Graphic design by Outsource.
                             COM/Electric                                                                                       Unitil
                              • Commonwealth                                    • Narragansett Electric                          • Fitchburg Gas and Electric
                                Electric Company                                • Nantucket Electric                                Light Company
                              • Cambridge Electric                            Northeast Energy Efficiency
                                Light Company                                 Partnerships, Inc.
                                                                                                         For more information contact:




                          8 Disclaimer: These guides are provided for information purposes only. Neither the Sponsoring Agents nor any of their employees or sub-contractors makes any warranty, expressed or implied,
                             or assumes any legal liability or responsibility for the accuracy, completeness or usefulness of any data, information, method, product or process disclosed in this document, or represents that
                             its use will not infringe any privately owned rights, including, but not limited to, patents, trademarks or copyrights.

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Retail lighting design guide

  • 1. COMBINING QUALITY DESIGN AND ENERGY EFFICIENCY FOR SMALL RETAIL LIGHTING S M A L L R E TA I L L I G H T I N G Retail Lighting Elements Basic Retail Lighting Helpful Hints Intermediate Retail Lighting Lighting Fixture Specifications Higher-end Retail Lighting knowhow SMALL RETAIL LIGHTING INTRODUCTION ENERGY EFFECTIVE LIGHTING The selection of the right lighting saving energy, operating costs can be a major contribution to and maintenance. This guide retail sales. shows you how it is done, with Lighting can sample layouts and specifications establish a that are energy effective, and store's image, energy code compliant. Retail lead customers lighting must have good color, inside, focus their contrast and balance between “To attract my customers, the lighting MUST attention, make the products attractive and lighted surfaces. Other qualities are listed in the chart below. There is no single formula for basic have good Exposed sources give a bright, clean look. color, contrast visible, and in all retail lighting. A professional and the right general encourage lighting designer or retail designer size, and for three different types of successful and "energy effective" balance between purchasing. may be able to create successful lighted areas. retail lighting. stores: Basic retail lighting systems "Energy Effective" designs while breaking all the are appropriate for high activity, It also should be easy lighting provides LIGHTING LAYOUTS rules suggested here. However, self-service retailing such as mass to maintain.” all these benefits this guide is intended to provide These layouts are intended for merchandising and discount stores. Retail Owner, for the lowest life- sound advice and simple independent retail establishments Shelves are generally tall and dense. Jon Megaris & Co cycle cost, while techniques for consistently between 500 and 1000 square feet in Bright surfaces, exposed sources and industrial luminaires are an important part of the approach, MOST IMPORTANT DESIGN FACTORS FOR RETAIL LIGHTING communicating the image of Feature General Display Retail Cashier Circulation "maximum value" to customers. Color Rendering Index / Color Temperature Higher-end retailing requires lower Contrast / Accent / Highlight ambient levels and more accent Daylighting Integration / Control lighting to create contrast and Direct Glare / Reflected Glare drama. These stores have a more Image or Style relaxed level of customer activity Modeling of Objects / Shadows with more personalized sales Visual Priority / Organization assistance. The majority of stores Quantity of Light on Vertical Displays (fc) d fall in between these categories, Quantity of Light on Horizontal Surfaces (fc) requiring more ambient lighting Aiming Flexibility of Accent Lighting than exclusive shops, with fewer accent lights. We call this category Very Important Important Somewhat Important * Adapted from the Lighting Design Guide. IESNA Lighting Handbook, 9th Edition an intermediate retail store.
  • 2. knowhow retail lighting retail lighting elements accent ambient perimeter valance It's a Trade-Off PERIMETER LIGHTING Higher-end shops do AND VALANCE LIGHTING not need to use more Lighting the vertical surfaces. Asymmetrical light energy to be effective. AMBIENT LIGHTING fixtures can direct light on tall vertical shelving The lighting layouts on General, uniform lighting using light fixtures and displays, typically located at the perimeter of pages 4, 5 and 6 all that distribute the light widely, directly or the merchandise area. Valance lighting allows have connected loads indirectly. Ambient lighting enables the customer the source to be quite close to the merchandise, of 2.1 watts per square to see and examine the merchandise, and the providing a shield or “valance” to conceal the foot or less. All achieve sales staff to complete the sale and perform light sources from the view of the customer. good quality lighting their other duties. Valances are often built into the wall, shelving appropriate for their unit or gondola. Although primarily intended to businesses. Higher light ACCENT LIGHTING provide light down on the merchandise, they also levels are provided in Spotlighting used to provide higher levels can be designed to light up on signage or provide Basic retailing. Higher-end of light in a focused pattern to accentuate indirect ambient lighting for the space. shops provide more selected objects in relation to their surroundings. focus and highlights by Accent lighting establishes the importance of SHELF LIGHTING AND decreasing the ambient certain objects through the use of contrast, and CASE LIGHTING light levels. Compared highlights the form, structure, texture or color Small or miniature light sources located very to common practice, of the merchandise. close to the objects being displayed, shielded 2.1 watts per square from the customer’s view. This lighting must be foot not only meets carefully selected for the particular application the latest energy codes, to avoid accidental contact with hot lamps and but also saves 30% of to prevent damaging the merchandise with too a store's energy cost much ultra-violet radiation or heat. for lighting. 2
  • 3. helpful hints quicktips Getting the Most “Bang for your Bucks” TRUE OR FALSE? 1. Put the light source close to the merchandise. Q. Incandescent light has a truer color? 2. For ambient lighting, use A. FALSE. There is no “true” color of light, but mid-day natural light is often considered a standard efficient, diffuse sources, such as fluorescent. because it has all the wavelengths of color in more or less equal amounts. Incandescent sources are rich in warm tones but weak in cool tones. This is flattering to skin tones but poor in revealing colors 3. For accent lighting, use narrow beam spotlights for many products, especially those containing blues and greens. New “tri-phosphor” technology has such as Halogen PARs or resulted in fluorescent sources with superior color rendering in a wide variety of color appearances Low-Voltage MR-16s. and lamp types. 4. Use the fewest types of lamp to get the Q. Low-voltage lamps use less energy than standard voltage lamps? desired effect, reducing A. FALSE. A 50 watt 12-volt lamp uses the same amount of power as a 50 watt, 120 volt lamp or 50 watt relamping 277 volt lamp. However, low-voltage lamps have smaller filaments, which enables tighter focus of the mistakes and beam. Thus, low voltage may be the most energy-effective choice for accent lighting. maintenance headaches. Q. More light is better? 5. Illuminate the aisles A. FALSE. Lighting for retail is all about contrast and focus. Too much accent lighting means with spill light from the accented merchandising no contrast and no focus. The greatest lighting value is achieved by balancing ambient and areas or displays. accent lighting. 6. Lower levels of ambient lighting require fewer watts of accent lighting. 7. Use the lightest colors on the interior surfaces of shelving. RETAIL don’ts 8. Use organized patterns of light fixtures. Chaotic patterns may confuse, COMMON MISAPPLICATIONS agitate or fatigue the customers. 1. Using incandescent 9. Use high color rendering lights for everything lamps for both ambient and task lighting. 2. Track lighting rather than fixed locations 3. Using floodlights "The first rather than spotlights step is to establish 4. Random fixture layouts the store lighting or visual chaos category 5. Too many shiny with the Owner, since there will be a Photo by H. McKay surfaces What's wrong tradeoff between accent knowhow retail lighting lighting and ambient light 6. Black ceilings with this picture? levels. There is no single right way to design retail lighting, 7. Dark finishes so it’s important to agree on 8. Accenting everything emphasing nothing in particular which lighting approach to follow, “basic," “intermediate” 9. Spotty lighting. Not enough ambient light to clearly or “higher-end.” examine merchandise Distributor, Monro Distributing 3
  • 4. knowhow retail lighting basic retail lighting Bright ambient lighting Types of stores: High activity retailing such as mass merchandising, discount stores, hardware, video, fast food, grocery, service establishments and sale of A bulk or large objects such as appliances or furniture. E A destination store that doesn’t require lighting to draw customers inside, and that offers inexpensive products 10 ft. 7 ft. 10 ft. 7 ft. and/or significant value for money. Self-service. Purpose of lighting: To light all objects Section: Layout 1 Section: Layout 2 uniformly, provide good visibility for reading labels 15 ft. 15 ft. and to create a bright, clean, stimulating environment. Lighting Strategies: 2'x2' ceiling grid • Exposed sources are effective to project a “discount” Storage Storage or “speedy service” image. Fluorescent sources provide the best value, giving good color rendering, high efficiency lighting with the longest life. • Use light colored finishes on all wall surfaces to increase overall brightness and reflected light. 8' • For a greater sense of brightness and consistency 6' with daylight use “841” color lamps. This stands for a Color Rendering Index of 80+ and a 8' 8' Correlated Color Temperature of 4100K. • Consider neon or colored lights for window displays or to identify departments. Lighting Levels: 50-80 footcandles ambient lighting. Merchandise area: 750 square feet BASIC RETAIL FIXTURE SCHEDULE A: 3-lamp Parabolic 2'x4' E: 2-lamp Fluorescent pendant A See page 7 for complete fixture specifications. E Basic Retail: Layout 1 Basic Retail: Layout 2 SUMMARY TABLE FOR “BASIC” RETAIL Layout 1 Layout 2 Ambient 1 Footcandles (fc) 80-90 50-60 Connected Load (W/sf) 1.8 1.9 Energy Savings (%) 2 45-55% 40-50% First Cost (material & labor) 3 No adder No adder Applicable Area (sf) 4 650-850 650-850 1-Actual FC may be 30% lower due to shelving units over 6' tall. 2-Savings compared to current lighting practices in the New England region. 3-Layout 1 and 2 cost the same and represent the lowest cost option. This is the basis of comparison for “Intermediate” and “Higher-End” costs. 4-Layout applies to any store within this size range, while meeting light level recommendations and without exceeding energy codes. basic Add rows of fixtures for larger stores. 4
  • 5. intermediate retail lighting Ambient lighting with limited accent lighting 2'x2' ceiling grid Storage Storage A C 8' 8' B M intermediate Merchandise area: 750 square feet By locating efficient, inexpensive lights close to the product, valance M lighting (Type C) is a very "energy effective" strategy. Control Types of stores: Clothing, stationary, beauty shop, window gourmet shops, accessories, housewares, furniture and display small objects. Most common store type, with average level M lights M of retail activity. separately Purpose of lighting: Sufficiently uniform illumination necessary to see and examine product and read labels. Intermediate Retail: Intermediate Retail: Limited accent lighting is desirable to set products apart, to Layout 3 Layout 4 create highlights or enhance texture and to attract attention 15 ft. 15 ft. to window displays. A B C Lighting Strategies: M M • Partially conceal ambient light sources with louvers or 7.5 ft. 4.5 ft. baffles to create more emphasis on product. • Locate accent lights close to displays. 3 ft. • Use exposed or decorative accent lights to create attention or establish image. Section: Layout 3 Section : Layout 4 Lighting levels: 30-50 fc ambient, 75-100 fc accent. SUMMARY TABLE FOR “INTERMEDIATE” RETAIL Layout 3 Layout 4 Ambient1 Footcandles (fc) 35-45 35-45 knowhow retail lighting INTERMEDIATE RETAIL FIXTURE SCHEDULE Connected Load (W/sf) 2.1 1.8 A: 3-lamp Parabolic 2'x4' Energy Savings 2 (%) 35-45% 45-55% B: 2-lamp Parabolic 2'x2' First Cost Increase 3(material & labor) +30-40% +25-35% Applicable Area 4 (sf) 650-850 650-850 C: 1-lamp Fluorescent Valance 1-Actual FC may be 30% lower due to shelving units over 6' tall. 2-Savings compared to current M: 50 Watt Accent Lights (M1, 2 or 3) lighting practices in the New England region. 3-Cost compared to Basic Retail Layouts 1 and 2 on page 4. 4-Layout applies to any store within this size range, while meeting lighting See page 7 for complete fixture specifications. level recommendations and without exceeding energy codes. Add rows of fixtures for larger stores. 5
  • 6. knowhow retail lighting higher-end retail Reduced ambient light, more accent lighting B C N 2.5 ft. M 4.5 ft. 4.5 ft. D 10 ft. 10 ft. 3 ft. 3 ft. Section : Layout 5 15 ft. Section : Layout 6 15 ft. higher-end 2'x2' ceiling grid Types of stores: More expensive or exclusive Storage Storage merchandise, such as jewelry, gifts, antiques, fine clothing and accessories, fine housewares and beauty salons. Lower activity than other retail types. Most personalized attention C and assistance from sales personnel. Purpose of lighting: To establish image and 8' enhance product color, sparkle or texture. Encourage 8' D M lingering, examination and impulse buying. 8' Lighting Strategies: Control • Use lower illumination levels for ambient lighting different to enhance contrast of accent lighting, but do not fixture types eliminate ambient system. separately • Use fluorescent lighting for ambient lighting. White- painted parabolic louvers may be preferable in small Merchandise area: 750 square feet B spaces or low ceilings. For highest end applications, consider smaller diameter (T-5 or T-2) fluorescent lamps for concealed applications such as coves, valances and shelf lighting. • Use the best color rendering lamps (CRI above 80) and a warmer color temperature of 3000 to 3200 Kelvin. Control For example, select fluorescent lamps designated 830. N • Use accent lighting to establish a hierarchy of window display lights M importance. Since the eye is attracted to the brightest M separately object in the field of view and then to the next brightest object, provide the highest wattage or the tightest focus lamps on the most important items or areas of the store. Higher-End Retail: Higher-End Retail: • Use exposed or decorative sources to attract attention to Layout 5 Layout 6 specific displays or areas of the shop. SUMMARY TABLE FOR “HIGHER-END” RETAIL Lighting Levels: 15-40 fc ambient. 75-100 fc accent. Layout 5 Layout 6 Accent lighting is coupled with areas of lowest ambient Ambient1 Footcandles (fc) 35-45 20-30 lighting levels. Connected Load (W/sf) 2.1 2.1 Energy Savings 2 (%) 35-45% 35-45% HIGHER-END RETAIL FIXTURE SCHEDULE First Cost Increase 3 (material & labor) +140-150% +80-90% B - 2-lamp Parabolic 2'x2' Applicable Area 4 (sf) 650-850 650-850 C - 1-lamp Fluorescent Valance 1-Actual FC may be 20% lower due to shelving units over 5' tall. 2-Savings compared to current lighting practices in the New England region. 3-Cost compared to Basic Retail Layouts 1 and 2. D - Decorative Pendant 4-Layout applies to any store of within this size range, while meeting lighting level M - 50 to 90 Watt Accent Lights (M1, 2, or 3) recommendations and without exceeding energy codes. Add rows of fixtures for larger spaces. N - 50 Watt MR16 Recessed Accent Light 6
  • 7. lighting fixture schedule E. 2-LAMP FLUORESCENT INDUSTRIAL WITH REFLECTOR. PENDANT OR SURFACE MOUNTED These specifications include lighting fixtures that will ensure a balance of performance, flexibility, energy- LAMPS: (2) 32W T8, 841 color for basic savings and maintenance at a cost-effective price. retail, 835 color for intermediate retail Many standard products will meet these specifications. E DESCRIPTION: Pendant or surface mounted fluorescent luminaire in modules of 8'-0" AMBIENT LUMINAIRES (4 lamps per 8'-0"). White baked enamel finish. Minimum 90% downlight. 95% minimum fixture A. 2' x 4' PARABOLIC TROFFER, THREE-LAMP efficiency. Four-lamp electronic instant-start ballast, 110 nominal input watts. Surface mount to low ceilings (8'-6" or less) or pendant mount at LAMPS: (3) 32W T8, 835 color 18" above highest product shelf. DESCRIPTION: Recessed fluorescent with white baked enamel interior reflector, parabolic ACCENT LUMINAIRES louvers that are white-painted or semi-specular A anodized aluminum, minimum 2-3/4" deep, with M1. MR-16 SPOT LIGHT 18 cells. Three-lamp electronic instant-start ballast, 91 nominal input watts. 71% minimum fixture efficiency. LAMP: 50W MR-16 Narrow Spot DESCRIPTION: Requires low voltage electronic B. 2' x 2' PARABOLIC TROFFER, TWO-LAMP transformer. Mount to J-box, canopy, mono-track or pendant, as required by application. Use M1 LAMPS: (2) 31W T8 U-tube, 6" leg narrowest beam spread for the most impact. spacing. 835 color for intermediate retail, 830 color for higher-end shops M2. HALOGEN PAR 20 LAMP SPOT LIGHT DESCRIPTION: Recessed Fluorescent troffer with B white baked enamel interior reflector and LAMP: 50W PAR 20 Spot parabolic louvers that are painted white or semi-specular anodized DESCRIPTION: Alternative to M1. No transformer M2 aluminum, minimum 2-3/4" deep, with 9 cells. Two-lamp required. Mount to J-box, canopy, mono-track electronic instant start ballast, 61 nominal input watts. or pendant, as required by application. Use 65% minimum fixture efficiency. narrowest beam spread for the most impact. C: VALANCE: SIDE-SOCKET FLUORESCENT CHANNEL M3. HALOGEN PAR 30 or PAR 38 SPOT LIGHT LAMPS: (1) 32W T8, 835 color in intermediate LAMP OPTIONS: 50W PAR 30 Spot or retail, 830 color in higher end shops Q90 PAR 38 Spot DESCRIPTION: Standard fluorescent DESCRIPTION: Alternative to M1 or M2. Larger size M3 industrial strip with single lamp mounted on side. lamp and softer beam spread. Choose PAR 30 or Nominal 8'-0" housing with two lamps in-line. PAR 38 fixture to fit lamp size. Mount to J-box, Two-lamp electronic instant start ballasts, 61 C canopy, mono-track or pendant, as required by nominal input watts. Tandem wire and use four-lamp application. Use narrowest beam spread for the ballasts where possible. most impact. Reduce quantity of 90 Watt lamps. N. RECESSED MR-16 ADJUSTABLE ANGLE knowhow retail lighting D: SMALL DECORATIVE PENDANT BOWL ACCENT LIGHT LAMPS: (4) 13W TT, 830 color LAMP: 50W MR-16 Narrow Spot DESCRIPTION: 20" to 24" diameter bowl with D DESCRIPTION: Recessed housing with nominal N frosted or patterned or colored glass or acrylic. 5" diameter aperture. 35 degree tilt or more. Provides image and brightness to space, and Specular or semi-specular clear cone. Integral may light ceiling. low voltage transformer. 7
  • 8. knowhow retail lighting UNDERSTANDING THE NEW FLUORESCENT LAMP COLORS Controls are important! The standard three-digit system for classifying fluorescent lamps includes “Proper lighting controls assure information about the Color Rendering Index (CRI) and the Correlated that individual fixtures are on Color Temperature. Thus “835” stands for a CRI of 80+ and a color only when they are most temperature of 3500 Kelvin. effective. The display window lights should be controlled separately from the rest of the The Color Rendering Index indicates how well a given lamp renders the store lights. In addition, other colors of the objects it illuminates. For Basic retailing, a CRI of 70+ is fixture types should be on separate circuits, generally adequate. For Intermediate and Higher-End shops, 80+ is controlled by an astronomical time clock. This way, only the most efficient fixtures will be used preferable. Correlated color temperature refers to the appearance of outside of business hours, for staff activities such any light source. Low wattage incandescent is very “warm” at about 2700 as cleaning and restocking. This not only Kelvin, Halogen is somewhat warm at 3000 Kelvin, and daylight is quite saves energy, but greatly reduces maintenance for burned-out “cool” at 5000 to 10,000 Kelvin. The new fluorescent lamps are available accent lights.“ in a wide range of color temperatures, but those most appropriate for retailing are 3000 K for Higher-End shops, 3500 K for Intermediate shops, Illuminating Engineer, Belden, Inc. and 4100 K for Basic retailing. Lamp/Ballast Efficacies Ambient Light Sources Accent Light Sources 0 20 40 60 80 0 10 20 30 40 50 LUMENS PER WATT LUMENS PER WATT ACKNOWLEDGEMENTS The LIGHTING KNOWHOW series was developed, funded, and sponsored by the following members of the DesignLights Consortium: Eastern Utilities Associates Northeast Utilities Content and graphics by Hayden • Blackstone Valley Electric • Connecticut Light & Power McKay Lighting Design and • Newport Electric • Western Massachusetts Lindsley Consultants Incorporated. • Eastern Edison Company Electric Company Market research and coordination Boston Edison Company NEES Companies United Illuminating by Steven Winter Associates, Inc. • Massachusetts Electric Graphic design by Outsource. COM/Electric Unitil • Commonwealth • Narragansett Electric • Fitchburg Gas and Electric Electric Company • Nantucket Electric Light Company • Cambridge Electric Northeast Energy Efficiency Light Company Partnerships, Inc. For more information contact: 8 Disclaimer: These guides are provided for information purposes only. Neither the Sponsoring Agents nor any of their employees or sub-contractors makes any warranty, expressed or implied, or assumes any legal liability or responsibility for the accuracy, completeness or usefulness of any data, information, method, product or process disclosed in this document, or represents that its use will not infringe any privately owned rights, including, but not limited to, patents, trademarks or copyrights.