Projections indicate income growth, in nominal terms, in the three main seasonal segments and consolidate the trend towards planned consumption and higher value-added products.
The recovery climate should mark the end of the year for Brazilian retail. The projections of IEMI – Market intelligence It is worth highlighting that the month of December is expected to record growth in three of the main segments linked to Christmas consumption: clothing, footwear, furnishings and mattresses, both in terms of turnover and volume of items sold.
Clothing retail is expected to reach 957.1 million pieces sold, a growth of 4.7% compared to the same period of the previous year, with an estimated turnover of 48.5 billion reais, an increase of 9.4%. The footwear sector is expected to sell 123.4 million pairs, an increase of 4.2%, and generate 12.6 billion reais in sales, an increase of 9%. The furniture and mattress market expects 42.7 million pieces sold, a growth of 7.6%, with an estimated turnover of R$14.1 billion, an increase of 10.4%.
Second Marcelo Prado, consultant and director of IEMIthe scenario shows that consumers should favor planned purchases and products with higher added value, which explains the difference between volume growth and revenue growth. This consumer trend, which appeared with greater force in 2025, is consolidated for the next cycle and directly influences the strategy of retail companies in terms of promotional actions, assortment and price positioning.
For the year 2025, the study estimates that clothing retail will generate R$314.9 billion, a growth of 6.8% compared to 2024, with expected sales of 6.4 billion pieces, an increase of 3.1%. The footwear sector is expected to add 81.5 billion reais in revenue, an increase of 6.1%, and 822.5 million pairs sold, an increase of 2.8%. The retail sale of furniture and mattresses should record stability in value, with R$127.9 billion, a growth of 0.2%, and a regression in volume, with 394.6 million units sold, a decrease of 2.2%.
Edmundo Lima, executive director of the Brazilian Textile Retail Association (ABVTEX), highlights that the performance of retail at the end of the year has an immediate effect on the production chain and on business planning for the next cycle.
According to the director, “what we are seeing is a more selective consumer, informed and aware of the value of their purchases, and this requires the sector to be prepared with transparency, efficiency and more responsible operating models. To support growth, it is essential to evolve in competitiveness, a balanced regulatory environment and the development of suppliers, ensuring that expansion takes place in a sustainable and inclusive way”.