Growth & activity

US Retail Sales Growth

Retail and food services sales rose 6.3% over the 12 months ending September 2026, up from 5.6% in August 2026. Sales totaled $745.0 billion for the month, seasonally adjusted. A year earlier (Sep 2025), the reading was 3.7%.

6.3%
+0.7 pp vs prior month
September 2026 · Monthly data
Previous5.6%Aug 2026
A year earlier3.7%Sep 2025 · +2.6 pp
1-year high6.7%May 2026
1-year low2.1%Dec 2025
5-year high17.5%Feb 2022
5-year low-2.1%Jan 2024
Sales in month$745.0BSep 2026

Retail Sales Growth: chart

Retail Sales Growth, Oct 2025 to Sep 2026Line chart from Oct 1, 2025 to Sep 1, 2026. Latest 6.3%; high 6.7% on May 1, 2026; low 2.1% on Dec 1, 2025.2%3%4%5%6%7%Jan '26Apr '26Jul '266.3%High 6.7%Low 2.1%
Retail Sales Growth, Oct 2021 to Sep 2026Line chart from Oct 1, 2021 to Sep 1, 2026. Latest 6.3%; high 17.5% on Feb 1, 2022; low -2.1% on Jan 1, 2024.-5%0%5%10%15%20%202220232024202520266.3%High 17.5%Low -2.1%
Retail Sales Growth, Oct 2016 to Sep 2026Line chart from Oct 1, 2016 to Sep 1, 2026. Latest 6.3%; high 51.5% on Apr 1, 2021; low -19.5% on Apr 1, 2020.-20%0%20%40%60%201820202022202420266.3%High 51.5%Low -19.5%

12-month % change in retail and food services sales, seasonally adjusted, not adjusted for inflation.

Latest readings

Monthly data
Month12-month changeChange (pp)Sales in month
Sep 20266.3%+0.7$745.0B
Aug 20265.6%+1.1$739.3B
Jul 20264.5%-1.4$729.9B
Jun 20265.9%-0.8$732.9B
May 20266.7%+2.6$731.4B
Apr 20264.1%+0.5$723.9B
Mar 20263.6%+0.1$719.7B
Feb 20263.5%+1.3$708.0B
Jan 20262.2%+0.1$701.9B
Dec 20252.1%-0.8$706.3B
Nov 20252.9%+0.1$705.5B
Oct 20252.8%-0.9$700.8B
Sep 20253.7%-0.7$700.9B
Aug 20254.4%+0.7$700.4B
Jul 20253.7%-0.2$698.3B
Jun 20253.9%+1.2$691.9B
May 20252.7%-1.9$685.5B
Apr 20254.6%0.0$695.5B
Mar 20254.6%+1.7$694.8B
Feb 20252.9%-1.1$683.8B
Jan 20254.0%+0.3$687.1B
Dec 20243.7%+0.8$691.8B
Nov 20242.9%+0.8$685.7B
Oct 20242.1%+1.4$681.8B

pp = percentage points.

Frequently asked questions

How fast are US retail sales growing?

Retail and food services sales rose 6.3% over the 12 months ending September 2026, up from 5.6% in August 2026. Sales totaled $745.0 billion for the month, seasonally adjusted. A year earlier (Sep 2025), the reading was 3.7%.

Are retail sales adjusted for inflation?

No. They are reported in current dollars, so part of any increase reflects higher prices. Subtracting CPI inflation from the year-over-year growth rate gives a rough idea of real growth in volumes.

What is the retail sales control group?

It excludes autos, gasoline, building materials and food services — the most volatile categories. Economists watch it because it feeds directly into the government's estimate of consumer spending in GDP.

Why do retail sales matter for the stock market?

They show whether consumers — the engine of US growth — are still spending. That drives revenue for retailers, restaurants, travel and consumer brands, and shapes expectations for GDP and Fed policy.

Source: U.S. Census Bureau, via FRED, Federal Reserve Bank of St. Louis (series RSAFS). Data checked Nov 6, 5:40 PM ET. Not investment advice.