AI Data Insight
The latest US Q1 2026 total retail sales reached $738.366 billion, a 0.66% increase from the previous value of $733.537 billion, surpassing the market estimate of 0.5%. This rebound was primarily led by spending in autos, health care, and apparel, sweeping away the weakness caused by severe cold weather in the previous month. However, under the expectations of sticky inflation and high interest rates, the medium- to long-term real consumption momentum still faces tests.