Latam Daily

Mexico's industrial activity rebounded with a 2.4% YoY increase in December, ending an eight-month slump. Meanwhile, Peru's retail sector is expected to continue its growth trajectory, reaching PEN 55 billion by the end of 2026 driven by employment gains and easing inflation.

Key Takeaways

• 1.Mexico's industrial activity returned to growth in December 2025, rising 2.4% year-over-year after eight consecutive months of decline.
• 2.Peru's retail sales are projected to grow 4% in 2026 to PEN 55 billion, following a robust ~5% expansion in 2025.
• 3.Drivers for Peruvian retail growth include formal employment gains, easing inflation, and extraordinary liquidity from pension fund (AFP) withdrawals.

Table of Contents

• MEXICO: INDUSTRIAL ACTIVITY MOVES INTO POSITIVE TERRITORY AFTER 8 MONTHS OF DECLINES
• PERU: RETAIL SALES COULD APPROACH PEN 55 BILLION BY END-2026
• Outlook for 2026
• Sector Detail as of November 2025

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