USMCA Uncertainty, Weak Demand Shape Mexico’s Retail Outlook

Retail groups across North America are urging governments to preserve USMCA in the 2026 review, warning that potential changes could disrupt integrated supply chains and increase costs. Meanwhile, in Mexico, ANTAD reported a 1.7% rise in same-store sales in March, indicating a modest recovery but continued weak consumer demand.

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Retail Groups Urge Stability in USMCA 2026 Review

North American retail groups are urging governments to preserve the USMCA framework ahead of its 2026 review, warning that major changes could disrupt highly integrated supply chains, increase costs and affect price stability. At the same time, Mexico and the United States are advancing sector-specific negotiations focused on strengthening regional production, reducing external dependencies and aligning trade priorities, while timeline pressures raise uncertainty about reaching a full agreement. The outcome of the review will be critical for businesses across retail, manufacturing, and agriculture, as it will shape competitiveness, investment flows, and supply chain resilience in the region.

Onstar Launches Online Store; GM Silao Deal Averts Strike

General Motors is advancing its digital and operational strategy in Mexico through the expansion of OnStar’s connected services ecosystem and the launch of the country’s first online store for vehicle subscriptions. At the same time, the company secured labor stability at its Silao plant with a new collective agreement, ensuring production continuity in a key export hub.

Mexico Retail Market to Reach US$700 Billion by 2034

Mexico’s retail market is projected to grow steadily through 2034, driven by digital transformation, omnichannel strategies, and evolving consumer behavior, with technology enabling real-time decision-making and personalized experiences. Major investments, such as Walmart’s expansion and infrastructure upgrades, highlight the sector’s shift toward data-driven operations, logistics efficiency and integrated physical-digital models. The emergence of “dynamic commerce” underscores a broader transition toward predictive, technology-enabled retail, positioning the sector for long-term growth despite economic volatility and competitive pressures.

Mexico Retail Sales Edge Up 1.7% Amid Weak Demand

Mexico’s retail sector posted modest growth in March, with ANTAD same-store sales rising 1.7% year over year, reflecting subdued consumer demand amid rising inflation and declining confidence. Performance remained uneven across segments, with specialized stores outperforming while supermarkets and department stores lagged, highlighting cautious spending patterns. The data also underscores a structural shift toward smaller, proximity-based formats and increased use of technology as retailers adapt to evolving consumer behavior and tighter operating conditions.