A HiPartners, in partnership with the Brazilian Society of Retail and Consumption (SBVC), publica la última análisis del Índice de Rendimiento del Comercio Minorista (IPM), that assesses the monthly and annual variation of customer flow, sales and revenue of stores and shopping centres across the country. In this edition, the study features a special focus on Father's Day, important seasonal data for retail and which may have positively influenced performance
According to the data, August was marked by an increase in visitation flow across various segments of Brazilian retail. This is due, largely, to the seasonal impact of Father's Day(mais detalhes abaixo), one of the main commemorative dates of the month, which resulted in a 7% increase in shopping mall stores and more modest growth, of 1%, in the Street Shops, in comparison to the same period of 2023
Regionally, the south of Brazil stood out in the foot traffic in physical stores, with a significant growth of 16% compared to August of the previous year. The Central-West and North also showed significant increases: 15% and 8%, respectively. In the case of shopping centres, The Southeast led with a 21% increase, followed by the Northeast with 8%
In terms of revenue, there was an 8% increase nationwide, with emphasis on the South and North regions, which recorded increases of 15% and 13%, respectively. These figures reflect an increase in the overall average ticket of approximately 5%. In this regard, the increase was particularly significant in Street Shops (7%), followed by Shopping Mall Stores (4%)
The "Pharmaceutical Articles" sector, doctors, orthopedic, de perfumery and cosmetics" stood out again, with an 11% increase in revenue in August, compared to the same year of 2023. Meanwhile, "Furniture and Home Appliances" had a negative performance, with a 16% decrease in the period, a diverging from the positive trend of the rest of the retail
The retail performance in August, driven by Father's Day, it is aligned with the gradual recovery observed in the most recent PMC (Monthly Trade Survey) result. The increase of 0,6% in retail sales restricted and 0,1% no ampliado reflete o maior consumo das famílias e a recuperação de segmentos como hipermercados e bens duráveis. The improvement in credit and the decrease in default may benefit sectors such as clothing and home appliances, but the rise in interest rates limits the growth of consumption. The projection of a cooling in the coming months, due to the drought and the maintenance of the Selic, warning about challenges in sustaining this movement, comentário de Eduardo Terra, partner of HiPartners and president of SBVC (Brazilian Society of Retail and Consumption)
