Updated: 16-Jul-26 09:35 ET


Highlights
- Total retail sales were up 0.2% month-over-month in June (Briefing.com consensus: 0.2%) following an upwardly revised 1.0% increase (from 0.9%) in May.
- Excluding autos, retail sales were down 0.2% month-over-month (Briefing.com consensus: 0.1%) following an upwardly revised 1.0% increase (from 0.8%) in May.
- Motor vehicle and parts dealer sales increased 1.9% following a 1.1% increase in May.
- Gasoline station sales fell 5.3% following a 2.6% increase in May.
- Clothing and clothing accessories stores sales decreased 0.3% month-over-month following a 0.9% increase in May.
- Nonstore retailer sales jumped 1.9% after increasing 1.4% in May.
- Food services and drinking places sales edged up 0.1% following a 1.2% increase in May.
- Furniture and home furnishing store sales were flat following a 1.6% increase in May.
- General merchandise store sales were up 0.1% month-over-month after increasing 0.4% in May.
- Electronics and appliance store sales jumped 0.8% following a 0.2% decline in May.
- Building material and garden equipment and supplies dealer sales rose 0.1% after decreasing 0.3% in May.
- The key takeaway from the report is that the headline disappointments are misleading, as they were driven primarily by gasoline station sales (-5.3%). Excluding gasoline stations, retail sales were up a solid 0.7% in June on the heels of a 0.9% increase in May.
| Category | JUN | MAY | APR | MAR | FEB |
| Retail Sales | 0.2% | 1.0% | 0.7% | 1.7% | 0.9% |
| Excluding Autos | -0.2% | 1.0% | 0.9% | 2.0% | 0.9% |
| Durable goods | |||||
| Building Materials | 0.1% | -0.3% | 0.1% | 1.3% | 0.5% |
| Autos/parts | 1.9% | 1.1% | -0.4% | 0.6% | 1.0% |
| Furniture | 0.0% | 1.6% | -1.2% | 2.4% | -0.4% |
| Nondurable goods | |||||
| General Merchandise | 0.1% | 0.4% | 0.0% | 1.6% | 0.1% |
| Food | -0.2% | 0.2% | 0.6% | 1.1% | -1.1% |
| Gasoline stations | -5.3% | 2.6% | 3.7% | 14.2% | 1.7% |
| Clothing | -0.3% | 0.9% | -0.5% | 0.2% | 2.6% |
| e*retailing/non-store | 1.9% | 1.4% | 1.5% | 0.8% | 1.8% |
