Updated: 16-Sep-25 09:40 ET
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Updated: 16-Sep-25 09:40 ET |
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Highlights
- Total retail sales increased 0.6% month-over-month in August (Briefing.com consensus: 0.3%) following an upwardly revised 0.6% (from 0.5%) in July.
- Excluding autos, retail sales jumped 0.7% month-over-month (Briefing.com consensus: 0.3%) following an upwardly revised 0.4% increase (from 0.3%) in July.
Key Factors
- Motor vehicle and parts dealer sales increased 0.5% month-over-month.
- Furniture and home furnishing store sales fell 0.3% month-over-month.
- Building material and garden equipment and supplies dealers sales rose 0.1% month-over-month.
- Food and beverage store sales jumped 0.3% month-over-month.
- Gasoline station sales increased 0.5% month-over-month.
- Clothing and clothing accessories stores sales were up a robust 1.0% month-over-month.
- General merchandise store sales declined 0.1% month-over-month.
- Nonstore retailer sales surged 2.0% month-over-month.
- Food services and drinking store sales jumped 0.7% month-over-month.
Big Picture
- The key takeaway from the report is that it reflects a consumer still spending at a good clip. The retail sales data are not adjusted for price changes. Granted, higher prices accounted for some of the increased sales activity in August, but they didn't account for all of it.
Category |
AUG |
JUL |
JUN |
MAY |
APR |
Retail Sales |
0.6% |
0.6% |
1.0% |
-0.8% |
-0.1% |
Excluding Autos |
0.7% |
0.4% |
0.9% |
-0.1% |
0.0% |
Durable goods |
|
|
|
|
|
Building Materials |
0.1% |
-0.9% |
.4% |
-2.7% |
0.5% |
Autos/parts |
0.5% |
1.7% |
1.2% |
-3.8% |
-0.7% |
Furniture |
-0.3% |
1.6% |
0.1% |
-0.5% |
0.0% |
Nondurable goods |
|
|
|
|
|
General Merchandise |
-0.1% |
0.0% |
0.1% |
-0.1% |
0.0% |
Food |
0.3% |
0.5% |
0.8% |
-0.6% |
0.0% |
Gasoline stations |
0.5% |
0.9% |
0.7% |
-0.7% |
-0.4% |
Clothing |
1.0% |
1.4% |
1.4% |
0.5% |
0.2% |
e*retailing/non-store |
2.0% |
0.6% |
1.3% |
0.7% |
0.1% |