Overview
- Scentia reports November mass-consumption sales fell 1.8% from October and 0.1% year over year, with January–November still up about 2.2%.
- Supermarkets and wholesalers posted the steepest declines, while online sales rose 13.2% year over year and independent autoservicios gained 2.8% in November.
- Worldpanel says the rebound halted in Q3, with store visits down 2.2% and purchased volumes down 2.1% after 1.5% growth in January–September.
- Household strain is rising: 43% of buyers say they reach month-end ‘tight,’ and a Moiguer survey finds 62% cut routine spending, 50% run out of money, and 57% hold debt.
- Buying habits are shifting to smaller, more frequent baskets with heavier use of promotions and cheaper brands, and analysts expect only a gradual, income-led recovery into 2026.