Now it’s no longer visible for free, but I suspect that half of that 5% growth comes from price increases and the other half from some of the poor early summer sales shifting to July.
Here are some solid comments from Arttu and Rauli on the retail sector’s performance in July. 
Due to a weak and cool Q2 in terms of weather conditions, it is clear that July’s hot weather has had a growth-supporting effect, which was especially emphasized in clothing retail.
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Here are Arttu’s and Rauli’s comments on retail in August.
According to figures reported by PTY, the consumer market for daily goods relevant to Kesko grew by 2.5% in August, and Tokmanni’s target market, i.e., the revenue of department store and hypermarket chains, rose by 4% in July. Growth was relatively even across all sub-segments. Kesko has already reported its August figures, which, however, cannot be directly compared to PTY’s figures.
@Arhi_Kivilahti and @Arttu_Heikura discussed, among other things, the BIG 4: Amazon, Walmart, Costco, and Home Depot.
Topics:
00:00 Start
00:43 Amazon
21:11 Walmart
43:00 Costco
01:04:40 Home Depot
01:17:30 As investment targets
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Here are Juva’s and Vilppo’s comments on how domestic trade grew and flourished in October.
According to figures reported by PTY, the consumer market for daily groceries relevant to Kesko grew by 4.5% in October, and Tokmanni’s target market, i.e., department store and hypermarket chains’ sales of consumer goods, grew by 5%. Within consumer goods, clothing sales decreased, while other product categories increased.
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Mikael and Arttu discussed the goings-on and happenings in the retail sector.
Topics:
00:00 Introduction
00:18 Development of the retail sector
01:30 Consumer confidence still cautious
03:18 Kesko
05:35 Tokmanni
08:23 Puuilo
12:15 Verkkokauppa.com
15:47 Most significant risks in the retail sector
18:57 The position of e-commerce in competition
20:57 Which company for a long-term portfolio?
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