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Consumption Unexpectedly Increased

In May, retail trade in Croatia unexpectedly increased by 1.1 percent year-on-year, marking the first rise in consumption since February of last year.

The Croatian Bureau of Statistics today published its first estimate indicating that retail trade turnover, achieved by all business entities engaged in this activity regardless of their primary activity, nominally increased by 3.2 percent in May compared to the same month last year, while it strengthened in real terms by 1.1 percent.

This is significantly better data than expected. Five macroeconomists who participated in a Hina survey had, on average, anticipated a real decline in consumption in May compared to the same month last year of 1.4 percent. Their estimates ranged from a decline of 1 to 1.8 percent.

Retail trade turnover had been continuously declining since March of last year, but in recent months the decline has slowed, amounting to only 0.6 percent in April.

– Since February, movements in retail trade have shown improvement, which is, however, largely a result of the base effect, given that since March of last year, retail trade began recording annual real rates of decline. Nevertheless, based on growth in one month, we cannot speak of a recovery in retail trade, especially considering the significant base effect, state analysts from the Economic Research Department of Raiffeisenbank Austria (RBA) in their commentary on the CBS report.

Although they expect certain improvements in the coming months, Raiffeisenbank analysts do not anticipate a recovery in retail trade due to labor market weaknesses.

– In the months ahead, we expect a continuation of the improvement in retail trade. In addition to the base period effect, this will also be contributed to by the central tourist season. However, a recovery in consumption, or retail trade, is unlikely to occur this year, as movements in the labor market, which are the main factor influencing retail trade, remain unfavorable, conclude analysts from Raiffeisenbank Austria.

A more detailed report on retail trade turnover will be published next week.