The retail trade in the country registered a drop of 1.4% in the volume of sales, in the of May to June. This is the Monday reduction followed in the sector, which, as a result, accumulates a retraction of 0.8% in two months, in comparison with the previous two-month period. Data from the Monthly Trade Survey (PMC) were released today (10) by the Brazilian Institute of Geography and Statistics (IBGE).
According to the institute, the result of June it’s the worst since December, when sales fell 2.9% month-on-month. In the year, there was an increase of 1.4% compared to the same period in 2021. In the last 12 months, the loss was 0.9%. In comparison with June last year, the fall was 0.3%.
On the other hand, nominal revenue is high in all comparisons. From May to June, it rose 0.2%, compared to the same period in 2021, the increase is 17.1%, the accumulated in 2022 is 16.9% and in the accumulated of 12 months, the nominal revenue of the trade rose 13, 5%.
The retraction in sales in the month occurred in seven of the eight activities analyzed. The main influences were in the sectors of fabrics, apparel and footwear (-5.4%) and in hypermarkets and supermarkets, food products, beverages and tobacco (-0.5%). Books, newspapers, magazines and stationery fell by 3.8% and Fuels and lubricants fell by 1.1%.
Nominal revenue in the month was positive in the sectors of pharmaceutical, medical, orthopedic and perfumery items (2.1%), hyper and supermarkets, food products, beverages and tobacco (0.3%) and office equipment and supplies, IT and communication (0.1%). Books, newspapers, magazines and stationery fell by 7.1% and fabrics, apparel and footwear fell by 4.4%.
Inflation
The research manager, Cristiano Santos, highlighted the factor of inflation in the negative results in sales and positive in revenue.
“The activity of hyper and supermarkets had an important influence of inflation throughout the first half of the year. Between April and May, there was a variation of 4% in revenue and 1% in sales volume, an indicator in which the survey already discounts inflation. From May to June, this activity fell by 0.5% in volume, but changed by 0.3% in terms of revenue. This means that there is a smaller range of inflation, but enough for the volume to have a negative variation, despite the revenue being in the positive field.”
According to him, the fabric, apparel and footwear sector is still 9.9% below the pre-pandemic level in February 2020.
“This activity had a sharp drop in the passage of May to June. Throughout the year, there were increases linked to a new strategy adopted by these companies to also launch into e-commerce, to make virtual sales more strongly than in the past, since, in this sector, trying a product before buying it’s very important”.
The manager pointed out that the only activity that grew in relation to May was pharmaceutical, medical, orthopedic and perfumery articles, with an increase of 1.3% in sales.
“In this segment, the increase is linked to pharmaceutical items and reflects the rise in drug prices. This is a type of product that, most of the time, you can’t replace. This increases the expense of a family that can to have to spend in this activity and reduce consumption in others”, he said.
accumulated
In the first half of 2022, retail accumulated a 1.4% increase in sales, after a 3.0% drop in the second half of last year, with an increase in six activities.
The biggest changes were in books, newspapers, magazines and stationery (18.4%), fabrics, clothing and footwear (17.2%) and pharmaceutical, medical, orthopedic and perfumery articles (8.4%).
The declines in sales in the period were registered in the furniture and home appliances sectors (-9.3%) and in other articles of personal and Sunaesthetic (-2.8%).
Nominal retail revenue increased by 13.5% in the 12 months ended in June, with highlights for fuels and lubricants (39.8%), fabrics, apparel and footwear (20.9%) and pharmaceutical, medical, orthopedic items and perfumery (14.0%).
In the 12-month period, revenues from furniture and home appliances (-4.0%) and equipment and supplies for office, IT and communication (-1.1%) fell.
expanded retail
Research data show that the expanded retail trade, which includes vehicles and construction materials, had a drop in sales of 2.3% in the passage of May to June. The retraction was 4.1% in the sector of vehicles and motorcycles, parts and pieces and 1.0% in construction material.
In the accumulated, the segment of vehicles and motorcycles, parts and pieces had growth of 0.4% in the semester and 3.0% in 12 months. Construction material fell by 7.3% from January to June 2022 and accumulates a loss of 7.7% in 12 months. Considering extended retail, there was an increase of 0.3% in the semester and a decrease of 0.8% in 12 months.
In terms of nominal revenue, expanded retail registered a drop of 0.9% in the monthly comparison, with a retraction of 3.2% in vehicles and motorcycles, parts and pieces and of 0.2% in construction material.
In the first half, vehicles and motorcycles, parts and pieces grew 17.4% in revenue and construction material rose 6.6%, adding up to a 15.9% increase in expanded retail. In 12 months, the increases in revenues were 19.3%, 10.2% and 14.2%, respectively.
