In June 2025, the volume of retail sales changed by -0.1% from May, in the seasonally adjusted series, and the quarterly moving average was -0.3%. Against June 2024, retail sales changed by 0.3%. In the first half of the year, retail sales had a cumulative increase of 1.8% and the cumulative increase over the last 12 months was 2.7%. 

In extended retail, which includes vehicles, motorcycles, parts and pieces, and construction material, sales volume fell 2.5% in June. The moving average showed a 1.4% drop. Against the same period in 2024, there was a 3.0% increase. In the first half of the year, extended retail had a cumulative increase of 0.5%. The 12-month cumulative growth was 2.0%.

From May to June 2025, in the seasonally adjusted series, there were negative changes in volume of sales volume of five of the eight retail trade activities: Office, computer and communication equipment and material (-2.7%), Books, newspapers, magazines and stationery (-1.5%), Furniture and household appliances (-1.2%), Pharmaceuticals, medical and orthopedic articles and toiletries (-0.9%), Hypermarkets, supermarkets, food products, beverages and tobacco (-0.5%). Other personal and household articles (1.0%), Fabric, wearing apparel and footwear (0.5%) and Fuels and lubricants (0.3%) recorded positive results. 

In extended retail trade, Vehicles and motorcycles, parts and pieces fell 1.8%, as did Construction material, with a fall of 2.6% between May and June 2025.

Four of the eight activities recorded positive results against June 2024

Against the same month a year ago, there was a balance between positive and negative results. The activities Fabric, wearing apparel and footwear (6.4%), Other personal and household articles (2,0%), Pharmaceuticals, medical and orthopedic articles and toiletries (1.9%) and Office, computer and communication material and equipment (0.6%) recorded positive results. On the other hand, Furniture and household appliances (-0.4%), Hypermarkets and supermarkets, food products, beverages and tobacco (-0.5%), Books, newspapers and stationery (-1.2%) and Fuels and lubricants (-1.3%) recorded negative results.

The sector of Fabric, wearing apparel and footwear increased, in volume of sales, 6.4% from June 2024, biggest increase among the eleven sectors surveyed. The group comes from a series of 14 non-negative results, once the latest negative figure was observed in April 2024 (-3.7%). The sector also accounted for the main contribution to the overall retail trade rate, resulting in 0.,4 p.p. to the total of retail trade (0.3%). The first half of 2025 had cumulative increases of 5.5% against the same period in 2024, having kept on an upward trend, aligned with the result of balances of big companies of this activity, which indicates increase due to prices, launch of collections and operational effectiveness.

Other personal and household articles, which includes department stores, glasses shops, jewelry stores, sporting goods stores, toy stores and others, recorded, in the inerannual indicator, a 2.0% sales increase after falling -0.3% in May. In June, the sector accounted for the second-biggest influence on the retail sector's total contributions, adding 0.2 percentage points to the 0.3% year-over-year indicator. This brings the sector's cumulative growth to 2.1% in the first half of 2025, the same level of cumulative gains up to May (2.1%). Against the last twelve months, the result up to June 2025 (4.4%) was the least significant positive one since October 2024 (3.5%). 

Pharmaceuticals, medical and othopedic articles and toiletries recorded a 1.9% increase in sales compared to June 2024, the twenty-eighth consecutive month of increase. However, the year-over-year comparison for June 2025 was the smallest in this positive series. Furthermore, the sector made the second-biggest positive contribution to retail in June, along with Other personal and household articles, adding 0.2 percentage points to the total of 0.3%. In the first half of 2025, activity had a cumulative increase of 3.4%, a result at the same level as three months ago, indicating stability in the pace of gains. Over the last twelve months, the scenario has been a loss of pace: the 5.1% figure through June is the lowest since December 2023, when it registered 4.6%.

Office, computer and communication material and equipment saw sales increase by 0.6%, the second consecutive month of increase (4.7% in May). Despite two consecutive increases in the year-over-year indicator, the sector ended the first half of 2024 with cumulative  losses (-0.7%), although the path of recent months represents a recovery (-2.4% up to April and -1.0% up to May). The cumulative losses for the last 12 months are also recorded: -1.1% up to June.

In the case of Furniture and household appliances, the sector saw a -0.4% sales change from June 2024, the first negative result since September 2024 (-0.2%). Compared to the year-to-date growth rate through June, from 4.9% through May to 4.0% in the first half of 2025, activity shows a slowdown in growth. In terms of cumulative results over the last twelve months, the scenario is also one of deceleration: 5.4% until May to 4.8% until June 2025.

Hypermarkets, supermarkets, food products, beverages, and tobacco sector, with the release of data for June 2025, reverses two consecutive months of increase: 7.3% in April and 0.5% in May. This activity exerted the greatest negative impact among all eight retail sectors: -0.3 percentage points of the 0.3% total growth. In the first half of 2025, the sector recorded a cumulative increase of 1.3%, below the cumulative level up to May (1.7%). The 12-month cumulative growth has been increasing, but decelerating: the indicator has been declining since December 2024, when it was 4.6%, having reached 2.3% up to June. 

The year-over-year result for Books, newspapers, magazines, and stationery was negative, at -1.2% in June 2025 against same montha year ago, after growing 3.1% in May. Over the past twenty-nine months, the only months to record positive growth were April 2024 (2.4%) and May 2025 (3.1%). In the first half of the year, the cumulative loss was 2.7%, reflecting a structural trend of loss of market share to digital media and the consequent migration of revenue to other activities. Over the past twelve months, the result has also been a loss: -5.0% up to June. 

Fuels and lubricants recorded a 1.3% drop in sales compared to June 2024, the third consecutive negative result in the volume indicator. In the year-over-year indicator, this activity had the second-biggest negative contribution to the composition of sectoral contributions: -0.2 percentage points. In the first six months of 2025, the sector has a cumulative drop of 0.2% from the same period in 2024, indicating gains close to stability. In the last twelve months, the activity recorded losses: -0.6% through June.

In extended retail trade, Vehicles and motorcycles, parts and pieces fell 6.7% in sales from June 2024, reversing the positive result recorded in the previous month (5.3%). This sector contributed -1.3 percentage points to the -3.0% variation in expanded retail in June 2025, the second-largest negative result among the eleven activities surveyed. In the year, the sector had a cumulative result of 0.9% against the same period in the previous year, the lowest result of 2025. In terms of cumulative results in the last twelve months, going from 7.2% until May to 6.0% until June, the sector also showed a slowdown in intensity of increase. 

Construction material recorded a negative increase of 3.6%, reversing the positive result of May (5.1%). In recent months, the the year-over-year indicator has seen reversals in terms of volume: +5.0% in March; -2.7% in April; 5.1% in May; and -3.6% in sales from June 2024. The sector has a cumulative 2.7% increase in the year, below the level recorded up to May (4.1%). In the last twelve months, the increases have remained the same in the last three analyses: 5.2% up to April, 5.7% up to May, and 5.1% up to June.

Specialized wholesale trade of food products, beverages, and tobacco saw their eleventh consecutive month of year-over-year decline, with the steepest drops recorded in June 2025: -10.3% in January, -6.6% in February, -3.8% in March; -2.4% in April; -5.1% in May; and -11.0% in June. The sector accounted for the main negative influence on extended retail, adding -1.5 percentage points to the total of -3.0%. As a result, the first half of 2025 had cumulative losses of 6.5%, above the result up to May (-5.7%). In the last twelve months, the cumulative result up to June was -7.1%.

Retail tarde had negative rates in 14 of the 27 Federation Units

From May to June 2025, in the seasonally adjusted series, retail trade recorded predominantly negative results, affecting 14 of the 27 states, notably Tocantins (-4.1%), Piauí (-3.2%), and Amapá (-2.6%). On the other hand, 11 of the 27 states had positive increases, especially Paraná (2.6%), Roraima (2.2%), and Santa Catarina (1.1%). Amazonas and Espírito Santo remained stable (0.0%) from May to June.  

In the same comparison, in extended retail trade, the change between May and June 2025 was negative in 20 of the 27 states, for example, São Paulo (-4.3%), Federal District (-3.0%), and Mato Grosso (-2.7%). On the other hand, seven of the 27 Federation Units account for positive contributions, with Goiás (2.1%), Espírito Santo (1.3%) and Mato Grosso do Sul (1.2%) as highlights.

Against June 2024, the change in retail sales this month had predominantly positive results in 19 of the 27 states, mainly in Mato Grosso (4.6%), Alagoas (4.0%), and Paraíba (3.6%). Eight of the 27 states recorded negative results, including Tocantins (-8.9%), Rio de Janeiro (-2.8%), and Rio Grande do Sul (-2.2%).

In extended retail trade, the change between June 2024 and June 2025 was predominantly negative, 16 of the 27 Federation Units, with emphasis on: Rio Grande do Sul (-5.7%), Maranhão (-5.1%) and Paraná (-4.6%). On the other hand, 10 of the 27 Federation Units accounted for positive contributions, with emphasis on: Roraima (3.9%), Tocantins (3.2%) and Amapá (2.5%).