AI Data Insight
US unadjusted retail sales for Q3 (July) 2026 slipped to $655.885 billion, a decrease of approximately 3.15% from the previous value of $677.249 billion. This downward trend confirms market expectations of a cooling in consumption, primarily driven by the dislocation of e-commerce promotional schedules and the intensifying pressure of high interest rates. Looking ahead, the back-to-school season is expected to bring a strong rebound in August, but a persistently low household savings rate remains a medium-to-long-term hidden concern.