AI Data Insight
According to the newly released Q2 2026 data, US retail sales excluding motor vehicles and parts reached 623,444 million USD, a steady increase of about 0.9% from the previous value of 617,856 million USD. Market institutions point out that this wave of growth is largely driven by inflation and high oil prices triggered by geopolitics, and real consumption growth is actually facing a test. Looking ahead, as the effect of tax refund subsidies fades and borrowing costs remain high, the purchasing power of middle- and low-income groups will be the key factor affecting subsequent momentum.