Stone Varejo: August sees annual decline of 3%, but monthly variation shows stability

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Every month, experts from the Propague Institute, together with Stone's Economic Research team, compile retail data into a single report, showing the movements that occurred during the period.

In today's post, we've brought you the main insights from the August report so you can prepare and adapt your business in the best way possible, according to the numbers for your segment and state. Check out the month's analyses for retail!

Segment analysis
In the annual comparison, retail sales fell by 3.0% in August, maintaining levels similar to those of previous months. In July, for example, the drop in sales volume was 3.5% in the annual comparison.

According to the report, this is the fifth consecutive lithuania mobile phone number month of decline in retail economic activity. However, the monthly comparison recorded a fall of only 0.5% in the month after seasonal adjustment. This, combined with the stability in annual levels compared to previous months, suggests a stabilization of the decline.

According to Propague, retail continues to face difficulties in recovering sales volume in the current macroeconomic scenario, which increases expectations for the last quarter of the year.

Stone Varejo also presents, separately, 6 segments, with emphasis on the Pharmaceutical Articles sector , the only one with growth in the period. The other segments suffered a reduction in sales volume, according to the list released by Propague:

Pharmaceutical articles (+ 1.1%)
Construction material (-1.7%)
Furniture and appliances (-3.8%)
Food products, beverages and tobacco (-3.9%)
Fabrics, clothing and footwear (-5.2%)
Books, newspapers, magazines and stationery (-9%)
But more months of analysis are needed to confirm the stabilization trend of these indexes.

Food and Beverage Products (which includes the Hypermarkets and Supermarkets subsector): recorded a 3.9% drop in sales volume, the second consecutive month of decline.
Textiles, Clothing and Footwear: fell by 5.2% in August, reversing the 1.7% increase seen last month. The segment has been suffering from low sales volume for over a year and shows no signs of recovery.
Furniture and Home Appliances: this was one of the negative highlights of the month, possibly related to the adverse macroeconomic scenario. The sector fell by 3.8% after rising by 1.7% in the previous month.
Construction Material: with a drop of just 1.7%, the sector remains at similar levels to previous months and continues to perform better than the national average, reinforcing the sector's resilience and indicating stability.
What was the worst segment of the period?
Of all the sectors analyzed, the one that performed worst was Books, Newspapers, Magazines and Stationery . The segment saw a 9.0% drop in sales volume in August, after showing growth of 2.3% in July.

Analysis of states
Stone Varejo also provides an analysis by state, cool, right? This way, you can check the outlook for your region and make better decisions for your business.

In August, 4 states recorded an increase in sales volume, compared to 8 in the previous month. Thus, the diagnosis of a comprehensive decline compared to 2022 remains .

Check if your region is on the list and what the corresponding growth was:

0.4% for Rondônia
3.4% growth for Acre (the highest growth rate of the period)
2.9% for Tocantins
1.9% for the Holy Spirit
Once again, the North stands out positively, with 3 of the 4 states showing positive results in this edition. With this result, Acre continues its positive trajectory for the fifth consecutive month. With a more modest growth (1.9%), Espírito Santo also maintained the growth trend observed throughout most of the year in this state.