Brazil Retail Sales Edge Up in September

Brazilian retail sales volume rose 0.2% month over month in September 2026, matching August's upwardly revised reading and beating forecasts of a 0.2% drop. Five of the eight surveyed activities posted growth, led by office, IT and communication equipment and materials (7.6%), fuels and lubricants (2.8%), and fabrics, apparel and footwear (2.5%). Pharmaceutical, medical, orthopedic and perfumery articles (1.0%) and books, newspapers, magazines and stationery (0.8%) also posted gains. In expanded retail trade, which includes vehicles, construction materials, and specialized wholesale of food, beverages and tobacco, sales volume also rose 0.2%, reversing a 0.1% decline in the previous month. Compared with September 2025, retail trade grew 1.7%, up from August's 0.5% increase. In Q3, the sector grew 1.1% year on year.

Brazilian retail sales volume rose 0.1% month-over-month in August 2026, following a 0.8% decline in July and falling short of forecasts for a 0.7% increase. Six of the eight retail categories surveyed recorded gains. Office equipment and supplies, computers and communications equipment posted the strongest increase, rising 6.3%, followed by other personal and household goods (+1.4%) and fuels and lubricants (+1.1%). Pharmaceutical, medical, orthopedic and perfumery products rose 0.7%, fabrics, apparel and footwear increased 0.6%, and books, newspapers, magazines and stationery edged up 0.2%. In contrast, furniture and household appliances fell 4.2%, while hypermarkets, supermarkets, food, beverages and tobacco declined 0.3%. Extended retail sales, which include vehicles, motorcycles, parts and accessories, construction materials, and specialized wholesale trade in food, beverages and tobacco, fell 0.2%. Year-over-year, retail sales rose 0.4%, slowing from a 1.3% increase in July.

Brazil's retail sales fell 0.8% month-over-month in July 2026, following a 0.5% rise in June. Five of the eight sectors posted declines, led by furniture and household appliances (-4.9%), books, newspapers, magazines and stationery (-4.2%), textiles, clothing and footwear (-2.7%), other personal and household goods (-2.2%), and hypermarkets and supermarkets (-0.2%). Three sectors grew, led by pharmaceutical and perfumery products (0.6%), office, IT and communication equipment (0.6%), and fuels and lubricants (0.3%). Sales fell in 20 of Brazil's 27 states, led by Amapá and Tocantins (-2.5% each) and Mato Grosso (-2.2%). In contrast, expanded retail sales increased 0.4%, following a 1.1% decline in June.