Monetary squeech and low consumption moderate the dollar’s pass This

Monetary squeech and low consumption moderate the dollar’s pass This

From Eco go, They expect an inflation of 2.1% in food for the entire month of August, a slight decrease with respect to their previous projection, which estimated 2.3%. According to the official CPI, The feed rise and non -alcoholic beverages was 1.9% in July.

For its part, the head of the consultant Focus Market, Damián Di Pacehe explained to this medium that in the measurement Punta to end the prices recorded a deceleration with respect to the first August measurements: “We go from 3.2% inflation in food and drinks In the first week of August, against the first week of July, to 1.7% in the third week of August compared to the same period of the previous month

The impact of seasonality

According to the consultant LCGfood and drinks 1.1% increased during the second week of August and accumulate an increase of 3.1% so far this month. Among the greatest increases were: fruits, with a strong rise of 4.2%; Drinks and infusions, with 2.2%; meats, with 1.7%; oils, with 1.5%; and sugar, honey, sweets and cocoa, with 1.3%.

For its part, the economist Camilo Tiscornia commented to Scope that from C&T They measured a rise in 1.5% food In the last four weeks. In this regard, he stressed that so far in August they observed “enough rises of the vegetable part, which is something seasonal”, together with a Dring in the beverage part During this week. Anyway, he clarified that “in the rest of the items there is enough peace of mind.”

In this sense, the director of Analytica, Claudio CaprauloHe explained that during the second week of this month, they observed an acceleration in the food, “mainly product of a jump in fruits and vegetables, among other reasons for the rise in the price of tomatoes.” Thus, the rise in the second week of the month was 1.1%, although in the average of the last four weeks the data is barely higher: 1.4%.

Inflation prices retired basket consumption

From the wholesalers they affirmed that there are products that are inevitably tied to the dollar.

Mariano Fuchila

Prices: Negotiation between suppliers and wholesalers

Meanwhile, the vice president of the Argentine Chamber of Distributors and Self -Services (Cadam), Armando FarinaHe commented that from the sector they continue to reject lists with high price: “The reality is that we are not buying with the new lists, We continue asking with a discount because we do not want to validate prices

He recognized, however, that there are products such as coffee or oil that “yes or yes” are tied to the movement of the dollar and had increases of “5 to 8%” so far in August. “If the dollar rises 10%the oil rises 8% irremediably, “he told Scope. He added that from Cadam They observe an increase of 1.71% in food without taking into account meats and vegetables.

In any case, he said that “the exchange rate modifies the price when there is no supply of dollars by the government.” He emphasized that “the supplier makes costs for the production line, that is, how much it is manufactured by a product, not by exchange rate.”

And he assured that it is a situation that changed recently. “Historically, if the product cost 1 dollar, they multiplied by that price. That changed in April and May of last year, “he explained to this media.

Asymmetry in consumption

Without data even about how consumption developed in August, The vice president of Cadam He argued that there are currently two kinds of consumers. On the one hand, the registered salaried worker, “who has a blank salary defended in a parity” and that “is much better than a year ago.” On the other, informal workers, the sector “That is not having a good time”.

According to a survey carried out by the Focus Market consultant on the Scantech database, mass consumption in July 2025 an increase of 3.4% compared to the previous month. However, in the interannual comparison A 4.3% drop in the same month of 2024 was observed.

Source: Ambito

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