Overview of Sales Performance in 2025
Diego Cosío, presidente of the Asociación Nacional de Tiendas de Autoservicio y Departamentales (ANTAD), highlighted that sales in affiliated chains of supermarkets, department stores, and specialty shops slowed down significantly during the summer of 2025.
Sales Figures in 2025
- Same-store sales grew by 1.2% nominally in December 2025 compared to December 2024.
- Total store sales increased by 3.8% in the same period.
- From January to December 2025, same-store sales grew by 3.1%, while total store sales increased by 5.6% compared to 2024, driven mainly by the opening of new units nationwide.
- The annual sales performance in 2025 was the lowest since 2014, with a growth of just 0.9%.
- December 2025 saw the lowest nominal same-store sales growth since 2014, with an increase of 1.3%.
Sales by Chain and Category
The sales of ANTAD-affiliated chains, including Liverpool, Soriana, Coppel, Farmacias Benavides, and 7-Eleven, totaled 1.67 billion pesos between January and December 2025.
- Department stores, such as El Palacio de Hierro, Sanborns, and Sears, experienced a 0.3% decline in same-store sales but saw a 1.4% growth in total stores for December 2025 compared to the same month in 2024.
- Specialty stores, like Circle K, Modelorama, and Farmacias San Pablo, had the best monthly performance with a 5.8% increase in same-store sales and a 9.8% growth in total stores.
- Supermarket chains, including Soriana, H-E-B, and La Comer, saw a 0.3% growth in same-store sales and a 3.1% increase in total stores.
- From January to December 2025, supermarkets grew by 1.3% in same-store sales and 4% in total stores.
- Department stores advanced by 4.8% and 6.3% in same-store and total stores, respectively.
- Specialty stores reported increases of 3.6% in same-store sales and 7.3% in total stores.
- The best-performing categories were sports goods, partly due to the anticipation of the 2026 FIFA World Cup, as well as pharmacies, groceries, and perishable items.
- Durables, such as laptops, TVs, computers, and cell phones, showed weaker growth.
Store Openings and Investments
In 2025, affiliated chains opened more than 1,700 new stores, mainly in small formats like pharmacies and convenience stores.
Despite smaller store sizes, Cosío emphasized that investment per square meter does not necessarily decrease.
“We believe the commitment to invest in the country is clearly demonstrated as new stores continue to open across all municipalities nationwide,” Cosío stated without disclosing details of expected openings for 2026.
Upcoming Investments
ANTAD-affiliated stores and chains plan to invest $3.7 billion in 2026, a 12.12% increase from the $3.3 billion invested in 2025.
- New store openings will receive 34% of the investments.
- Expansion and remodeling of existing stores will receive 24%.
- Technology and systems will receive 16%.
Key Questions and Answers
- What factors affected consumer confidence in 2025? Consumer confidence was impacted by various factors, including uncertainty surrounding the renegotiation of the T-MEC (Mexico-United States-Canada Agreement). People became more cautious with their spending and worried about news.
- What events or factors are expected to improve sales in 2026? The 2026 FIFA World Cup in Mexico is expected to boost sales, along with an anticipated national economic recovery.
- What challenges might affect future investments? Factors such as informal trade, insecurity, inflation increases, and T-MEC renegotiation could impact consumer confidence and investment certainty.
About ANTAD
The ANTAD represents nearly 55,000 establishments located in almost 90% of Mexico’s municipalities, accounting for around 47% of organized modern retail sales in the country.
