In the seasonally-adjusted series, volume of sales of the retail trade dropped 0.6% in November 2022 over October. The change had been 0.3% in October. After rising 0.5% in October, the quarterly moving average changed 0.3% in November.

In the seasonally-unadjusted series, the retail trade advanced 1.5% over November 2021. The cumulative index in the year reached 1.1% and the cumulative index in the last 12 months, 0.6%.

In the extended retail trade, which includes vehicles, motorcycles, parts and pieces and construction material, volume of sales changed 0.6% in November. The moving average advanced 0.3%. The cumulative index over the year was -0.6% and the cumulative index in 12 months, -0.8%.

Compared with the previous month, the drop of 0.6% in November was the first one since June 2022 (not considering the change of -0.2% in July). As a result, the Brazilian retail was, in November, at the same level as June 2022 and 3.6% below the record level of the time series, occurred in November 2020.

Six out of eight activities retreated in the seasonally-adjusted series

The negative change in volume of sales of the retail trade between October and November 2022 had negative rates in six out of eight activities surveyed: Fuels and lubricants (-5.4%), Office, computer and communication equipment and material (-3.4%), Books, newspapers, magazines and stationery (-2.7%), Fabric, apparel and footwear (-0.8%), Other articles of personal and domestic use (-0.3%), and Hyper and supermarket, food products, beverages and tobacco (-0.2%).

Between October and November 2022, two out of eight groups surveyed grew: Pharmaceutical, medical, orthopedic  articles and toiletries (1.7%) and Furniture and domestic appliances (2.2%). In sectoral terms, the extended retail trade registered two marginal positive results: Vehicles and motorcycles, parts and accessories (0.4%) and Construction material (3.0%).

Five retail activities advanced over November 2021

The retail registered five sectors with positive figures over November 2021:  Fuels and lubricants (27.3%), Pharmaceutical, medical, orthopedic  articles and toiletries (6.5%), Furniture and domestic appliances (3.0%), Hyper and supermarket, food products, beverages and tobacco (2.7%) and Books, newspapers, magazines and stationery (1.1%). The other three activities dropped: Fabric, apparel and footwear (-16.1%), Other personal and domestic articles (-10.5%) and Office, computer and communication equipment and material (-0.5%).

In the extended retail, Vehicles and motorcycles, parts and accessories recorded -5.5%, whereas Construction material fell 10.9% in relation to the same period of 2021.

The activity of Fuels and lubricants rose 27.3% in sales over November 2021, the 10th consecutive growth in the inter-annual comparison and the fifth one to record a two-digit difference (17.4% in July, 30.3% in August, 34.7% in September and 34.3% in October). That sector also represented the biggest contribution to the overall retail rate, adding 2.0 p.p. to the total of 1.5% of the Brazilian retail trade.

It is worth reminding that the increase of this activity in the volume indicator in the period is linked to the policy of reduction of gasoline prices, which started in August 2022.  Having changed from 14.9% up to October to 16.0% in the reference month, the cumulative index in the year up to November showed an increase in the pace. Having changed from 11.2% up to October to 14.0% in November, the cumulative index over the last 12 months also increased the growth pace for that sector.

The group of Office, computer and communication equipment and material changed -0.5% in November 2022 over the same month in the previous year, the first negative rate after three months of growth (2.0% in August, 7.0% in September and 8.5% in October). In the year, up to November, that sector had a cumulative increase of 1.8%, below the figure recorded up to October (2.1%).  The cumulative indicator over the last 12 months registered 1.0% up to November, the second consecutive month on the positive side (0.5% up to October).

The sector of Books, newspapers, magazines and stationery advanced 1.1% in sales over November 2021, against 13.7% in October 2022 over October 2021. Having changed from 18.5% up to October to 16.9% in the reference month, the cumulative index in the year up to November showed a loss in the growth pace. In terms of cumulative result in the last 12 months, there was acceleration from 12.4% up to October to 14.0% up to November 2022.   

The sector of Fabric, apparel and footwear dropped 16.1% in sales over November 2021, the fifth consecutive drop. That activity represented the second biggest negative contribution to the overall rate, adding -1.3 p.p. to the total of 1.5% of the inter-annual retail indicator. In the year, the cumulative result was positive, yet decreasing: 1.7% up to November against 4.0% up to October. In the last 12 months, the result up to November was positive (1.3%), but below the October´s result (2.3%).

The group of Other personal and domestic articles, which encompasses department stores, jewelry shops, sporting goods stores, toy stores, among others, fell 10.5% in sales over November 2021, the seventh negative month in a row. In the year, the decrease up to November was 8.4%, also the seventh consecutive loss, similar to the cumulative result in the last 12 months (-8.1%), the sixth one to record drops in a row.

The activity of Hyper and supermarket, food products, beverages and tobacco registered the fourth consecutive month of growth for the inter-annual indicator: 1.4% in August, 3.8% in September and 2.7% in October and November 2022, compared with the same month in the previous year. The positive performance of the sector, together with the weight of the activity in retail, placed it as the second biggest contribution to the overall rate, adding 1.2 p.p. to the total of 1.5% in November 2022 over November 2021. In the year, the cumulative index was 1.2% up to November, stable in relation to the indicator up to the previous month: 1.1%. In the last 12 months, the cumulative result was also positive until November (1.1%), being the third consecutive month without negative results after 14 months of losses.

The sales of Pharmaceutical, medical, orthopedic  articles and toiletries grew 6.5% over November 2021, the 13th consecutive rise, after changing -0.2% in October 2021.  Concerning the cumulative index in the year, that activity maintained the growth pace: 7.0% both for October and November. In the last 12 months, the result of 7.0% up to November 2022 surpassed by 0.3 p.p. the cumulative index up to October.

The group of Furniture and domestic appliances grew 3.0% in relation to November 2021, the first positive figure for the inter-annual indicator since March 2022 (7.2%). The cumulative index in the year up to November 2022 recorded a decrease of 7.5% and had not increased since August 2021 (2.6%).  As for the last 12 months up to November, the result was -8.7%, with consecutive decreases since October 2021.

In the extended retail, the activity of Vehicles and motorcycles, parts and accessories dropped 5.5% in sales over November 2021, the most intense drop in magnitude of the time series of negative results in the inter-annual indicator since July 2022 (-8.5%).  Concerning the cumulative index, this indicator has been recording losses for five consecutive months: -1.0% in July, -1.5% in August, -1.4% in September, -.14% in October and -1.8% in November). In the cumulative indicator over the last 12 months, the time series was on the negative side for four months: -0.9% in August, -1.2% in September, -0.9% in October and -1.6% in November.

The sector of Construction material retreated 10.9% in sales over November 2021, the eighth consecutive loss since April 2021, exerting the third biggest negative contribution to the overall rate in the inter-annual comparison, adding -1.1 p.p. to the total of -1.4% of the extended retail. In the year, losses amounted to 8.9% up to November, with a total 11 months of cumulative negative results.  As for the cumulative index of the last 11 months, the result has been negative for nine months, being -8.8% up to November.

Sales drop in 20 Federation Units in relation to October

In the seasonally-adjusted series, the retail trade changed -0.6% in November, with negative figures in 20 out of 27 Federation Units, highlighted by Amapá (-5.6%), Alagoas (-3.9%) and Maranhão (-2.7%). On the other hand, six out of 27 Federation Units pressed positively, highlighted by Tocantins (2.4%), Piauí (1.5%) and Espírito Santo (1.5%). Santa Catarina remained stable (0.0%) between October and November 2022.

For the same comparison in the extended retail trade, the change between October and November 2022 was also -0.6%, with negative figures in 14 out of 27 Federation Units, highlighted by Alagoas (-5.6%), Amapá (-3.3%) and Minas Gerais  (-2.7%). Thirteen Federation Units stood on the positive side, highlighted by Tocantins (9.8%), Sergipe (3.7%) and Rondônia (2.2%).

Sales rise in 14 out of 27 Federation Units in the annual comparison

Compared with November 2021, the national retail trade advanced 1.5%, with positive figures in 14 out of 27 FUs, highlighted by Roraima (13.3%), Alagoas (11.4%) and Mato Grosso do Sul (9.5%). On the other hand, 13 Federation Units pressed negatively, highlighted by Bahia (-5.3%), Goiás (-3.8%) and Acre (-3.6%).

Considering the extended retail trade, the inter-annual indicator changed 0.3%, with positive figures in 16 out of 27 Federation Units, highlighted by Paraíba (22.5%), Amapá (9.9%) and Tocantins (8.4%). Eleven Federation Units stood on the negative side, highlighted by Pernambuco (-14.9%), Bahia (-9.7%) and Ceará (-5.8%).