[CLSTR]
< Back to situations

Monitor this situation.

[SITUATION] · [QUIET] · [BUSINESS]

2 clusters · 3 sources · 22 days · First seen · Last updated

U.S. retail sales growth trends

Overview

U.S. retail sales have demonstrated sustained growth through the mid-2026 period. In May, overall retail sales grew 9.2% year-on-year, a surge largely attributed to a 42.4% jump in fuel sales. During this period, large-surface retail outlets saw a 4.8% increase in sales at current prices, while the sector's labor index rose 5.2% year-on-year.

By July, retail sales had achieved ten consecutive months of growth. While year-over-year growth slowed compared to June, core retail sales—excluding restaurants, auto dealers, and gas stations—increased 0.3% month-over-month. Growth in July was led by electronics, appliance stores, and digital products, whereas building, garden supply, and sporting goods stores saw year-over-year declines. Additionally, mall foot traffic and average visit durations increased across outlet, indoor, and open-air shopping centers.

Entities

National Retail Federation · Affinity Solutions · Matthew Shay · Placer.ai

Timeline

  1. 17 days ago

    [BUSINESS] 3 sources
    U.S. retail sales grow for tenth consecutive month in July

    U.S. retail sales rose for the tenth straight month in July, with total sales up 5.15 percent year-over-year, driven by steady wages and seasonal promotions despite broader economic fluctuations.

  2. about 1 month ago

    [BUSINESS] 2 sources
    Retail sales at large stores rise 4.8% in May

    May retail sales rose 9.2% YoY, led by a 42.4% fuel surge; large‑store sales up 4.8% and employment index up 5.2%, with women comprising two‑thirds of staff.

Sources

talkbusiness.net · theshelbyreport.com · wwd.com