Overview
- Scentia's latest panel shows September volumes down 1.2% year‑on‑year and a near 2.7% drop accumulated through the first nine months of 2026, with monthly sales also weaker versus August.
- Official INDEC data for August report real sales in supermarkets and wholesale autoservicios falling about 3.6–3.7% year‑on‑year, continuing a string of monthly contractions in those channels.
- Nielsen's bimonthly measure for August–September found a deeper fall of roughly 5.8% year‑on‑year, highlighting variation across panels but confirming the broader downtrend in physical volumes.
- Average prices for mass‑consumption goods have risen about 27% year‑on‑year per consultoras, so nominal turnover can grow while the actual quantities sold decline.
- Consumers are shifting toward credit cards and digital wallets while retailers cut staff, a pattern that raises household indebtedness, compresses retailer margins, and could prolong weak demand into the year end.