AI Data Insight
In April 2026 (Q2), US non-seasonally adjusted retail sales excluding motor vehicles reached $609.849 billion, a slight decrease of 0.25% from the previous month, but still showing a marginal year-over-year increase. Although the market consensus for seasonally adjusted data showed growth, high oil prices essentially crowded out some core consumption. Analysis indicates that stock market gains for high-income earners offset the inflation pressure faced by the grassroots, shifting overall momentum toward a K-shaped recovery.