Atividade do comércio fica estagnada em setembro, aponta Serasa Experian


De acordo com o Indicador Serasa Experian de Atividade do Comércio, o movimento dos consumidores ficou estagnado durante o mês de setembro/15 (crescimento nulo) em relação ao mês imediatamente anterior, descontado as influências sazonais. Já na comparação com o mês de setembro do ano passado, houve recuo de 2,6% na movimentação dos consumidores nas lojas. No acumulado do ano até setembro/15, o movimento da atividade varejista ainda exibe expansão de 1,4%, entretanto este é o pior resultado desde 2003.

Segundo os economistas da Serasa Experian, a atividade varejista vem evoluindo de maneira bastante enfraquecida nestes últimos meses devido a uma série de impactos adversos sobre a capacidade a intenção de compra dos consumidores, a saber: aumento do desemprego, queda da massa real de rendimentos, baixo grau de confiança dos consumidores, juros cada vez mais altos com crédito mais escasso e seletivo devido à elevação dos níveis de inadimplência.

As retrações dos consumidores nas lojas em setembro/15 ocorreram nos segmentos de veículos, motos e peças (-1,9%), tecidos, vestuário, calçados e acessórios (-1,5%), material de construção (-0,4%) e supermercados, hipermercados, alimentos e bebidas (-0,3%). Na direção contrária, os segmentos de móveis, eletroeletrônicos e equipamentos de informática e o de combustíveis e lubrificantes registraram modestos avanços de 0,6% e 0,3%, respectivamente, durante o mês de setembro/15.

No período acumulado de janeiro a setembro de 2015, três setores estão com crescimento e três com queda. No campo positivo tivemos as altas de 3,7% em móveis, eletroeletrônicos e equipamentos de informática; de 1,1% no segmento de tecidos, vestuário, calçados e acessórios; e de 0,6% nos supermercados, hipermercados, alimentos e bebidas. Já no território negativo, observamos recuos de 16,6% no segmento de veículos, motos e peças; de 1,6% no segmento de materiais de construção; e de 2,7% em combustíveis e lubrificantes.

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