Apple down but consumers are still trading up in beer and personal care goods
Consumer
Hotels – assessing the overcapacity risk
We assess the progress of hotel investment plans in the 12 World Cup cities.
Regional poles on a high
Medium sized cities are coming to the fore in the drive to revive growth.
Some positive signs
Recovery is still elusive, but our surveys provide modest encouragement, with consumer confidence off its recent lows.
A gentle pick up in confidence
Most of our proprietary indices have recovered slightly in March.
A little light
Our monthly consumer survey indicated that confidence improved marginally in March, although discretionary spending – our proxy for retail sales – remained flat. The findings suggest that Brazil’s recovery after last year’s abrupt decline in growth remains fragile and the mood cautious.
Brazil's fast-growing regions slow down
Our Regional Consumer Indicator offers a broad-based and up-to-date guide to where consumer growth is strongest.
Distance learning and low interest loans to boost education companies
Strong results posted this week by the three biggest listed higher education companies confirm the resilience of the sector, with demand growing thanks to rising incomes and government finance, especially the FIES low-income loan scheme.
BRF – time to deliver
The likely appointment of Abílio Diniz has raised hopes of the company, but the shift to being a value-added producer remains a struggle.
