There is a lack of momentum in household spending in New Zealand, with a jump in living costs and a soft labor market affecting discretionary spending, Westpac said in a note on Tuesday.
New Zealand's retail spending fell 0.9% to NZ$7.02 billion, following a 1.2% increase in July, a larger decline than the 0.2% drop the bank had forecasted.
There was a pickup in fuel spending over August as prices at the pump went back above NZ$3 per liter. However, spending was down in all other categories, with grocery spending down 0.4%, spending on household durables like furnishings down 1.6%, and hospitality spending down 1.7%.
The longer-term trend over the past few years shows spending levels essentially moving sideways since 2023, despite increases in both the population and consumer prices.
Spending growth is likely to pick up next year as inflation eventually eases and the jobs market improves. However, the recovery is expected to be gradual in the short term.