Brazil Retail Sales Performance December

Brazil's December retail sales fell by 1.2%, missing consensus estimates due to broad-based declines across most sectors. While 4Q25 remained positive overall, high household debt and tight monetary policy remain significant headwinds for 2026.

Key Takeaways

• 1.Brazil's retail sales in December 2025 performed worse than market expectations, with broad sales falling 1.2% month-over-month.
• 2.The report composition was weak, with 8 out of 10 retail sectors reporting declining sales, affecting both credit and income-sensitive categories.
• 3.Despite the weak December print, retail sales showed growth on a quarterly basis during 4Q25 compared to 3Q25.

Table of Contents

• KEY NUMBERS (Dec):
• DETAILS:
• Weak Retail Sales in Dec
• Disclosure Appendix

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