Business · Economy · 4 hrs ago
Brazilian retail sales rose 6.3% year on year in the third quarter
Brazilian retail sales rose 6.3% in the third quarter compared with the same period in 2025, according to the Stone Retail Index.
Sales were also up 1.6% from the second quarter, but fell 0.3% in September from August.
Sales over the first nine months were 4.7% higher than in the same months of 2025.
Five of the eight tracked retail sectors grew year on year, led by fuel and lubricants, up 13.4%, and food-related sales, up 11.9%.
Growth was strongest in everyday-needs categories, while clothing, footwear and fabrics fell 4.4%; the index’s researcher said tighter credit was limiting sectors that rely more on financing.
The increase reached 25 states, with Roraima recording the strongest annual gain at 19.6%, while Mato Grosso was the only state to decline.
The North had the strongest regional growth, at 10.2%, and the figures suggest consumer spending is expanding unevenly across Brazil.
Brazilian retail sales rose 6.3% year on year in the third quarter of 2026, according to the Stone Retail Index.
Sales increased 1.6% from the second quarter, but fell 0.3% in September compared with August.
September sales were up 5.4% from a year earlier, and sales in the first nine months of 2026 rose 4.7% from the same period in 2025.
Five of the eight retail segments tracked recorded year-on-year growth in the third quarter.
Stone economist Guilherme Freitas said household income continued to support consumption, while credit conditions constrained sectors more reliant on financing.
- Who
- Brazilian retailers, as measured by the Stone Retail Index.
- What
- Retail sales rose 6.3% year on year in the third quarter of 2026.
- When
- The third quarter of 2026; the report was published on October 13, 2026.
- Where
- Brazil.
- Why
- Stone economist Guilherme Freitas said income continued to support consumption, while credit conditions limited sectors reliant on financing.
This story does not have two clearly opposing sides.
Retail sales rose 6.3% year on year and 1.6% from the second quarter.
Sales fell 0.3% from August but rose 5.4% year on year.
Retail sales increased 4.7% compared with the same period in 2025.
InfoMoney published the report on the Stone Retail Index.
- Third-quarter year-on-year change
- 6.3%
- Third-quarter change from previous quarter
- 1.6%
- September monthly change
- -0.3%
- September year-on-year change
- 5.4%
- First nine months of 2026
- 4.7% growth compared with the same period in 2025
- Leading annual-growth segment
- Fuels and lubricants, up 13.4% in the third quarter
What people are saying
Income continues to support consumption, especially in segments more closely linked to everyday needs, while credit conditions continue to limit sectors more dependent on financing.
This helps explain why the recovery is happening unevenly and shows that a possible improvement in financial conditions is likely to be important in increasing the pace of growth.
Sources
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