AI Data Insight
US unadjusted retail and food services sales in April 2026 reached $796.039 billion, climbing significantly from the previous figure, with a seasonally adjusted month-over-month growth of 0.5%, meeting market consensus. This growth was primarily driven by high oil prices triggered by Middle East geopolitics, with gas station sales seeing the highest increase. However, consumption momentum excluding gasoline was relatively mild, indicating that inflationary pressure is exacerbating the "K-shaped" consumption divergence in the US.