AI Data Insight
The latest data shows that US retail and food services sales in July 2026 (Q3 2026) fell to $660.638 billion, a decrease of $4,416 million (down approximately 0.66% MoM) from the previous value. This decline not only ended the previous growth trend and missed market consensus, but was also mainly driven by the shift in e-commerce promotional periods and a pullback in auto sales, highlighting that US consumption momentum is facing tests in a high interest rate environment.