Updated: 14-Jan-26 09:35 ET
Highlights
- Total retail sales increased 0.6% month-over-month in November (Briefing.com consensus: 0.4%) following a downwardly revised 0.1% decline (from 0.0%) in October.
- Excluding autos, retail sales increased 0.5% (Briefing.com consensus: 0.3%) following a downwardly revised 0.2% increase (from 0.4%) in October.
- Motor vehicle and parts dealer sales rose 1.0% following a 1.6% decline in October.
- Gasoline station sales increased 1.4% following a 1.2% decline in October.
- Clothing and clothing accessories store sales jumped 0.9% following a 1.2% increase in October.
- Nonstore retailer sales were up 0.4% following a 1.0% increase in October.
- Food services and drinking places sales increased 0.6% following a 0.1% decline in October.
- Furniture and home furnishing store sales dipped 0.1% following a 1.8% increase in October.
- The key takeaway from the report is that retail sales rebounded smartly in November after the end of the government shutdown, driven by increases across most discretionary spending categories.
| Category | NOV | OCT | SEP | AUG | JUL |
| Retail Sales | 0.6% | -0.1% | 0.1% | 0.5% | 0.6% |
| Excluding Autos | 0.5% | 0.2% | 0.1% | 0.6% | 0.4% |
| Durable goods | |||||
| Building Materials | 1.3% | -1.3% | 0.0% | 0.2% | -0.8% |
| Autos/parts | 1.0% | -1.6% | 0.0% | 0.4% | 1.6% |
| Furniture | -0.1% | 1.8% | -2.4% | -2.6% | 0.9% |
| Nondurable goods | |||||
| General Merchandise | 0.0% | 0.5% | 0.0% | 0.1% | 0.3% |
| Food | 0.1% | 0.2% | -0.2% | 0.6% | 0.3% |
| Gasoline stations | 1.4% | -1.2% | 2.0% | 0.3% | 1.3% |
| Clothing | 0.9% | 1.2% | -0.8% | 0.6% | 1.7% |
| e*retailing/non-store | 0.4% | 1.0% | -0.7% | 2.0% | 0.2% |
