Consumer goods companies are again investing in increased portfolio

The industry came back to invest in expansion of portfolio of consumer goods with the prospect of economic upturn. However, investments in increased capacity should only occur in the long run. The GS1 Brazil Index of Industrial Activity in February, calculated by the Brazilian Association of automation (GS1 Brazil), showed growth of 10.2% over the same period last year. The indicator is based on applications of barcodes for consumer goods. "We observed the movement of companies to renew their portfolios, is an index of innovation", says the Manager of research and development, Marina Pereira. "In General, we see a reaction in the last few months." Compared to the previous month in the given dessazonalizado, which excludes typical effects of specific months, the index increased 0.2%; the original indicator had increased 4.6%. Are measured the sectors of food, beverages, textiles, clothing and accessories and miscellaneous products category that includes toys, musical instruments and jewelry. The only segment that introduced fall was the drinks. As Marina, this was due to the very positive results in January. "Every sector had a resume and it stimulates the country's business confidence in launching new products. The Coordinator of the center of Applied Macroeconomics of Getulio Vargas, Emerson Marçal, points out that the recovery occurs more quickly between the durable consumer goods, the category that most suffered from the crisis. Not durable and semi-durable goods showed more modest improvement on stronger comparison base. "Contributes to this increased consumption a certain resumption of credit and the fall of inflation, to bring advancement of family income. The purchasing power is improving slowly, the families are clearing debts and releasing real income. " Marshall points out that the automotive sector is the main responsible for expansion into consumer goods. "The consumer confidence indexes are rising and that's a good sign. The Brazilians are more optimistic, but cautious ", he adds. For the analyst, despite the positive signs, there are still idle in the industry and investments in increased capacity should only occur after two or three years of continuous improvement of the economy. "Companies are recovering their losses. The capital goods market has fallen enough and still didn't come up. There is also the uncertainty with the election and the fiscal situation is very bad in Brazil. This can disrupt the scenario of interest. "