ANTAD Sales Up 10.3%, E-Commerce Grows 20%: Retail Week

This week in retail: ANTAD reported a 10.3% increase in same-store sales for May, while Mexican e-commerce grew 20% in 2024 despite challenges from informal channels. Temu and Shein shift focus to Europe after US hurdles, and Mexico’s restaurant industry grapples with stagnation due to insecurity and softening demand.

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Mexico’s ANTAD Sales Rise 10.3% in May on Consumer Demand

Retail sales at same-store locations affiliated with Mexico’s National Association of Self-Service and Department Stores (ANTAD) grew by 10.3% year-over-year in nominal terms during May 2025, according to official data. Total sales, including stores opened within the last 12 months, rose 13% compared to May 2024.

Temu, Shein Shift Growth to Europe After US Sales Fall

Temu and Shein are shifting their growth strategies toward Europe and the United Kingdom amid mounting regulatory and trade challenges in the United States. The two China-founded e-commerce platforms experienced significant declines in US consumer spending in May, with Temu down 36% and Shein down 13% year-over-year, according to Consumer Edge Research.

Mexican E-Commerce Rises 20%, Informal Channels Still a Challenge

Mexico’s retail e-commerce market reached MX$789.7 billion (US$39 billion) in 2024, representing a 20% increase over the MX$658 billion recorded in 2023, according to AMVO. This marks six straight years of strong double-digit growth. Online shopping penetration climbed to 84%, surpassing countries like India (63%) and the global average (60%). 

Walmart de México Expands Post-Consumer Recycling Program

Walmart de México & Centroamérica is expanding its post-consumer recycling initiative, Reciclamania Evoluciona, as it enters the 2025–2026 cycle with 38 active centers across 10 states and support from more than 56 strategic partners. Originally launched in 2019 as a pilot in 20 stores, the program has become one of Mexico’s most significant material recovery efforts.

Mexico’s Restaurant Growth Stalls Amid Insecurity, Weak Demand

Mexico’s restaurant industry is grappling with stalled growth in 2024 due to rising insecurity, economic uncertainty, and weak consumer demand, according to the National Chamber of the Restaurant Industry (CANIRAC). This is a stark decline compared to the 4.5% expansion recorded in 2023, which had initially fueled optimistic projections of over 5% growth for 2024.