Updated: 15-Oct-26 09:53 ET
| September Retail Sales |
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| Updated: 15-Oct-26 09:53 ET |
Highlights
- Retail sales jumped 0.8% month-over-month in September (Briefing.com consensus: 0.3%) following an upwardly revised 1.3% (from 1.2%) in August.
- Excluding autos, retail sales rose 0.9% (Briefing.com consensus 0.3%) after increasing 1.4% in August.
Key Factors
- Motor vehicle and parts dealers sales were up 0.2% month-over-month following a 0.7% increase in August.
- Gasoline station sales were up 6.4% month-over-month following a 4.0% increase in August.
- Electronics and appliance store sales rose 0.6% month-over-month following a 2.1% increase in August.
- Building material and garden equipment and supplies dealers sales fell 0.6% month-over-month following a 0.2% increase in August.
- Clothing and clothing accessories sales were flat month-over-month following a 0.6% increase in August.
- Nonstore retailer sales jumped 0.3% month-over-month following a 2.0% increase in August.
- services and drinking places sales increased 1.1% month-over-month following a 1.4% increase in August.
Big Picture
- The key takeaway from the report is that there was continued strength across many discretionary spending categories that wasn't just driven by higher prices. Spending at food services and drinking places, for instance, was up 1.1% after increasing 1.4% in August.
| Category | SEP | AUG | JUL | JUN | MAY |
| Retail Sales | 0.8% | 1.3% | -0.4% | 0.2% | 1.0% |
| Excluding Autos | 0.9% | 1.4% | -0.1% | -0.3% | 1.0% |
| Durable goods | |||||
| Building Materials | -0.6% | 0.2% | 0.3% | 1.2% | 0.2% |
| Autos/parts | 0.2% | 0.7% | -1.7% | 2.2% | 1.3% |
| Furniture | 1.3% | 0.2% | -0.3% | -0.7% | 1.9% |
| Nondurable goods | |||||
| General Merchandise | -0.1% | 0.8% | 0.4% | 0.1% | 0.4% |
| Food | 0.4% | 0.2% | -0.2% | -0.2% | 0.2% |
| Gasoline stations | 6.4% | 4.0% | -0.2% | -5.5% | 2.5% |
| Clothing | 0.0% | 0.6% | 1.3% | -0.6% | 1.1% |
| e*retailing/non-store | 0.3% | 2.0% | -1.4% | 0.7% | 1.3% |
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