Canada’s retail sector suffers May pullback amid auto weakness, trade strains

Published 24/07/2025, 13:42

Investing.com -- Canadian retail activity pulled back in May, with sales falling 1.1% to $69.2 billion, according to new data released by Statistics Canada. The decline followed a 0.3% gain in April and was driven by weak performance among motor vehicle and parts dealers, as well as ongoing trade-related pressures.

Volume-adjusted sales, which strip out the effects of inflation, shrank by 1.4% in May after climbing 0.5% the month prior. Core retail sales, which exclude motor vehicle and parts dealers and gas stations, were mostly unchanged, after edging up 0.1% in April, suggesting a deceleration in consumer momentum.

Motor vehicle and parts dealers recorded the steepest decline among major categories, tumbling 3.6% in May, following strong gains in both March and April. The subsector’s downturn was led by a 4.6% drop in sales from new car dealers, marking their first monthly decrease since February, while auto parts and tire retailers rose 1.7%.

Gasoline station and fuel vendor sales fell 1.4% in value and 2.1% in volume, continuing a three-month slide. Meanwhile, core retail subsectors posted a mixed performance, with building material and garden supply stores gaining 1.9% and health and personal care retailers up 0.7%, though food and beverage stores fell 1.2%, weighed down by a 2.9% drop at liquor outlets.

The retail sector also continued to feel the strain of heightened trade tensions between Canada and the United States, with 32% of businesses surveyed in May reporting noticeable impacts, down from 36% in April, but still significant. According to Statistics Canada, the most common effects cited by respondents included higher input costs, shifting product demand, and increases in shipping and labor expenses.

Regionally, retail sales declined in nine provinces, with Ontario posting the largest fall at 2.1%, led by weak auto sales. Nova Scotia was the only province to see a gain, up 0.3%, bolstered by stronger demand at building supply and garden equipment retailers.

E-commerce mirrored the broader pullback, as online retail sales declined 1.7% to $4.3 billion in May, making up 6.2% of total retail trade, compared to 6.3% in April. In April, the sector had fared better, with overall retail sales rising 0.3% and growth reported in six out of nine subsectors.

While official figures for June are not yet available, Statistics Canada’s advance estimate suggests a rebound in the making, with a preliminary uptick of 1.6% projected. The agency noted, however, that this estimate is based on just over half of survey responses and will be revised as more comprehensive data becomes available.

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers
© 2007-2025 - Fusion Media Limited. All Rights Reserved.