AI Data Insight
In Q2 2026, the US unadjusted retail inventory-to-sales ratio rose to 1.27, up from the previous period's 1.24, indicating that the inventory accumulation rate has exceeded end-market sales. Although market concerns over supply chain disruptions have prompted companies to maintain high defensive inventory levels, the hindered destocking is gradually creating short-term clearance pressure. If end-market consumption fails to recover in the future, excessively high inventories will test retail gross margins and upstream order momentum.