Overview

• Scentia reports a 1.9% month‑on‑month drop in August mass consumption, led by kiosks and almacenes (-4.4%), pharmacies (-2.6%), autoservicios (-2.2%) and wholesalers (-0.9%).
• E‑commerce rose 5.2% month on month and chain supermarkets increased 2.2%, standing out as the only channels with monthly growth.
• On a year‑over‑year basis, total consumption grew 4% in August and is up 1.2% year to date, a result the firm frames as uneven across channels.
• Interannual splits show chain supermarkets down 5.1% and wholesalers down 8.1%, while autoservicios gained 5.7%, almacenes and kiosks jumped 10.3%, and pharmacies rose 3.3%.
• By basket, perishables (+9.8%), impulse items (+9.6%) and food (+6.2%) advanced year over year, as hygiene and cosmetics (-3.1%) and alcoholic beverages (-2%) declined; e‑commerce leads growth at +13.3% y/y and +10.2% YTD.