2025年5月,日本零售额同比增长2.2%,低于上个月向上修正的3.5%的增长率,也低于市场预期的2.7%的增长率。这标志着零售销售连续第38个月增长,但为2月以来最慢增速,工资上涨继续支撑消费。服装和个人用品(7.2%)、机械设备(5.8%)、药品和化妆品(4.6%)、其他零售商(4.4%)、汽车(2.4%)、非商店零售商(1.4%)和食品饮料(1.4%)的销售额增长。相比之下,百货商店的销售额下降了(-6.1%),而燃料销售额持平。按月计算,5月份零售额下降0.2%,扭转了4月份向上修正的0.7%的增长。这标志着今年迄今为止的第二次月度下降。
Retail sales in Japan increased by 2.2% year-on-year in May 2025, down from an upwardly revised 3.5% rise in the previous month and below market expectations of 2.7% growth. This marked the 38th consecutive month of retail sales growth, but the slowest pace since February, with rising wages continuing to support consumption. Sales increased for clothing & personal goods (7.2%), machinery & equipment (5.8%), pharmaceuticals & cosmetics (4.6%), other retailers (4.4%), automobiles (2.4%), non-store retailers (1.4%), and food & beverages (1.4%). In contrast, sales declined at department stores (-6.1%), while fuel sales were flat. On a monthly basis, retail sales fell by 0.2% in May, reversing an upwardly revised 0.7% gain in April. This marked the second monthly decline so far this year.