AI Data Insight
US retail inventories excluding auto for the third quarter of 2026 (Q3 2026) climbed to 568,125 million USD, an increase of approximately 0.71% from the previous value, significantly outperforming market expectations. Driven by robust terminal consumption and core retail sales, retailers have fully initiated inventory restocking, which will help boost economic momentum in the short term; however, in the medium term, precautions must be taken against inventory destocking risks following a demand slowdown caused by high interest rates.