Biznes Fakty
Retail sales June 2025. Central Statistical Office data
The Central Statistical Office has reported that retail sales at constant prices rose by 2.2 percent year-over-year in June 2025. Analysts had predicted a 3.9 percent rise. „The trade data is disappointing,” commented analysts from ING Bank Śląski. Retail sales had increased by 4.4 percent in May.
Retail sales at constant prices (excluding inflation – ed.) in June 2025 saw a year-on-year increase of 2.2% and a month-on-month decline of 1.8%, according to the Central Statistical Office (GUS). Sales at current prices last month experienced a year-on-year increase of 2.1%.
Clothing and footwear lead the way
In June 2025, there was a notable rise in retail sales (at constant prices) compared to the same month in 2024 in several categories: „textiles, clothing, footwear” (up by 11.8%), „furniture, TV and household appliances” (up by 10.2%), „motor vehicles, motorcycles, parts” (up by 7.7%), „pharmaceuticals, cosmetics, orthopedic equipment” (up by 5.8%), and „solid, liquid and gaseous fuels” (up by 5.7%).
In the category with the largest share of „total” retail sales – „food, beverages and tobacco products,” a 1.0% decrease in sales was recorded. A decline was also noted in the „other” category (by 4.0%).
Online retail growth
In June 2025, the value of online retail sales at current prices rose by 8.0% compared to the previous year, with the proportion of online sales in total sales increasing from 8.2% to 8.7%.
Among the categories with a significant share of online sales, an increase was observed in businesses from the „textiles, clothing, footwear” segment (from 21.6% last year to 23.0%) and „furniture, electronics, household appliances” segment (from 17.2% to 17.7%, respectively). Conversely, a decrease in share was noted in entities from the „press, books, other sales in specialized stores” category (from 21.4% to 20.1%).
„Disappointing” statistics
Analysts at ING Bank Śląski characterized the trade statistics as „disappointing.”
They highlighted that the results fell short of both their forecasts and the market consensus.
„Nonetheless, we still project that consumption growth in the second quarter of 2025 was stronger than in the first, with GDP growth estimated at around 3.5% year-on-year,” they added.
mBank analysts commented on „weaker retail sales.” Experts from PKO noted that „almost all categories, barring clothing and pharmaceuticals, underperformed. Sales of vehicles have notably slowed down.”
