Updated: 16-Dec-25 09:42 ET
| November Retail Sales |
 |
|
| Updated: 16-Dec-25 09:42 ET |
Highlights
- Total retail sales were flat month-over-month in October (Briefing.com consensus: 0.3%) following a downwardly revised 0.1% increase (from 0.2%) in September.
- Excluding autos, retail sales rose 0.4% month-over-month following a downwardly revised 0.1% increase (from 0.3%) in September.
Key Factors
- Motor vehicle and parts dealers sales declined 1.6% month-over-month versus a 0.1% decline in September.
- Gasoline station sales decreased 0.8% month-over-month in October versus a 1.9% increase in September.
- Clothing and clothing accessories stores sales jumped 0.9% month-over-month following a 0.9% decline in September.
- Miscellaneous store retailer sales rose 1.5% month-over-month after a 2.2% increase in September.
Big Picture
- The key takeaway from the report is that there were solid increases in spending across many discretionary spending categories. The notable exceptions were building material and garden equipment and supplies dealers sales (-0.9%) and food services and drinking places (-0.4%). Department store sales (+4.9%), on the other hand, had a big month along with furniture and home furnishings (+2.3%), sporting goods (+1.9%) and nonstore retailers (+1.8%).
| Category | OCT | SEP | AUG | JUL | JUN |
| Retail Sales | 0.0% | 0.1% | 0.5% | 0.6% | 1.0% |
| Excluding Autos | 0.4% | 0.1% | 0.6% | 0.4% | 0.9% |
| Durable goods | |||||
| Building Materials | -0.9% | -0.1% | 0.2% | -0.8% | 1.4% |
| Autos/parts | -1.6% | -0.1% | 0.4% | 1.6% | 1.2% |
| Furniture | 2.3% | -2.4% | -2.6% | 0.9% | 0.1% |
| Nondurable goods | |||||
| General Merchandise | 0.5% | 0.1% | 0.1% | 0.3% | 0.1% |
| Food | 0.3% | -0.1% | 0.6% | 0.3% | 0.8% |
| Gasoline stations | -0.8% | 1.9% | 0.3% | 1.3% | 0.7% |
| Clothing | 0.9% | -0.9% | 0.6% | 1.7% | 1.4% |
| e*retailing/non-store | 1.8% | -0.4% | 2.0% | 0.2% | 1.3% |
|
|