Premiumisation under pressure as sales growth slows.
Consumer
Reshaping the education landscape
Brazil's big education deal sets the stage for further consolidation.
Confidence slumps amid rising inflation worries
Our proprietary survey shows a steep decline in all indicators.
Elusive recovery
Our survey has shown a sharp fall in confidence among the low-income consumers whose optimism has been a central feature of Brazil’s success in recent years. Growing anxieties about inflation may be one of the reasons.
Convergence continues
Our latest Regional Consumer Indicator continues to show diminishing regional differences.
Apple dips
Apple down but little evidence of an end to “premiumisation” in the personal care and cosmetics markets.
Two attractive consumer niches
Consumer confidence is low and retail sales growth is slowing but sectors such as tourism and education still offer opportunities for investors.
