The sales of Appliances and household items (EAH) During the fourth quarter of 2024 11.2% were located above the same period of the previous year. The recovery of the sector in the face of the lost last year stands out, but companies claim details on the exchange policy and possible Agreements with the outside To delineate investment plans.
The data corresponds to a detailed survey of the consultant Vector. In turn, it indicates that sales of Eah increased 20.6%also in real terms, with respect to the sales of the third quarter of last year.
All economy activities suffered significant losses during the recession of 2024. However, Some managed to recover the lost and maintain better perspectives than others.
The case of the EAH is an example of this dynamic. Sales for large products of products, such as “Brown line, “Gray line and “Small appliances”, registered increases with respect to the same quarter of the previous year of 7.4%, 19.2% and 26.1%, respectively.
For the vector consultant, this improvement does not respond only to seasonal factors, such as the Payment of the bonusbut also with the Recovery in real salary of the registered sector.
This recovery is mostly noticeable in CABAwhere Eah’s sales They increased 21.4%while in the 24 games of GBA a 9% and in him rest of the country a 23.7% in relation to the records of the anterior quarter.
Appliances: the causes of sales recovery
For Sebastián Menescaldiassociate director of the consultant Eco Go“It is true that a stronger recovery is seen in what is electro regarding consumption, which is still below.”
Regarding the causes, he considers central Credit reactivationa greater anchor on the expectations that “allow growth” and a Low base comparison base of appliances. According to the economist, “less electro sold in 2024 than in pandemic.”
Although credit growth is supported by numbers, a 180% In real terms according to First Capital GroupVector also points out that the financing granted by the companies dedicated to the marketing of appliances exhibit a Reduction of the number of assists granted and of the assisted people.
Regarding the values of the EAH sector, during The first six months of the year the prices of appliances registered increases “well below” those registered by the general price levelindicates vector.
However, that difference was decreasing month by month until they were matched (in July and August). Already for the fourth quarter, the records They were lower again to those of the general price level.
Companies expect definitions before investing
Roberto Cristiáowner of the Rosarina company Metallurgical criveit gives some nuances to this data. For example, it ensures that the need for sale of some factories and merchants, large or small, increased during the last year product of the “Important drop in profitability”That the sector suffers, added to the increase in taxes and services in 2024.
In that sense, he points out that Returned checks and some creditors’ contest orders They are not deleted from the map, despite the improvements exhibited in the data.
In turn, the exchange rate delaythe need for currencies and Knowledge of the conditions involved by agreeing with the International Monetary Fund (IMF)They appear as factors that hinder the planning of one year that has the challenge to resume the path of economic growth.
The appliance factory Codinilocated in San Francisco, Córdoba, also paints its panorama by 2025. In dialogue with Scope, Javier Codiniwho leads the company with its brothers Pablo, Rafael and Patriciaensures that they project a Investment growth and launch of new productsbut they also await for greater news linked to deregulatory advances or future trade agreements.
By case, they estimate that the area of Federico Sturzennegerofficial in charge of advancing in the implementation of measures that point to market deregulation, will continue with ads in that regard. They also expect, for example, that the government decides on The future of Argentina in Mercosur, to eventually specify bilateral free trade agreements. Among other points, these are decisions that will give a more complete frame to Delinear an integral investment schemewith greater details on where and when to grant resources in the different areas of the company.
In that line, The entity of 224 workers Note that there is a release of current imports, but decides to face it as an “opportunity” rather than a “threat”, according to the words of their authorities. “We understand that the model prepares a competitive economy not only to modify lines with less time because new technology enters, but at more competitive prices. The nationalization of consumption can cost between 5 and 7 times more”, Explains Codini, who estimates a turnover for this year around $ 30,000 million.
Finally, in terms of EAH sales By channels, vector detected that “Electronic commerce“A grew 59.3% in front of the four trimester of the previous year, while “Small shops and chains in the living room” a 7.8%. Meanwhile, “Large commercial surfaces“In the room marked a reduction in 24.9% In the same period.
Source: Ambito
