Consumption falling, September closes at -0.3% in value

Consumption declines due to a growing attitude of prudence among families: according to the monthly Observatory of Confimprese-Jakala, September closes at -0.3% in value compared to September 2025, but the overall market data, substantially stable, shows a consumer who has not stopped spending, but rather who plans purchases with greater attention and carefully chooses where and when to make them. The price factor returns to be decisive, the pivot behind which all families' choices revolve.

"The data from our Observatory – declares Mario Resca, president of Confimprese – portrays a consumer who has only half reopened his wallet. He is not retreating, he is waiting. September shows how the climate and uncertainty can shift entire spending flows from one sector to another in just a few weeks. The demand is there, but it has become more selective, less predictable and much more sensitive to the context than in the past".

In terms of product sectors, clothing-accessories, which has had some reasonably stable months behind it, recorded a -7.1%, partly due to the climate factor, with temperatures that were high throughout the month of September. Catering at -2% signals an underlying prudence: greater attention to the budget leads consumers to limit the average receipt and to favor more convenient formulas. Other retail (personal care, optics, electronics, telephony, home furnishings, services and entertainment) at +6.9% shows a positive figure demonstrating that the propensity to spend still exists and is oriented towards categories perceived as more useful, functional or indispensable.