AI Data Insight
According to the latest data, US unadjusted retail sales for Q2 2026 (latest observation in April) reached $653.045 billion, a slight pullback from the previous Q1 value of $657.332 billion, but the year-over-year rate maintained positive growth. Seasonally adjusted market consensus indicates that the overall sales increase for the month met expectations, primarily supported by oil prices driven up by the Middle East conflict and the spending power of high-net-worth individuals, whereas the real purchasing power of low-income households has shown signs of fatigue.