AI Data Insight

The latest data shows that U.S. unadjusted retail sales (excluding motor vehicles and parts) for May 2026 (Q2 2026) reached $525,264 million. Although this declined from the previous month's unadjusted figure of $537,521 million, the year-over-year growth rate reached a high of 9.24%. Market consensus indicates that the overall seasonally adjusted retail data significantly outperformed expectations, reflecting that the stock market wealth effect and tax refund funds continue to effectively support the underlying strength of U.S. consumption.

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