AI Data Insight
In Q3 2026, the US non-auto retail inventory-to-sales ratio stood at 1.06, remaining flat compared to the previous reading. Although retailers have been actively restocking recently, strong end-user sales momentum successfully offset the inventory increase, keeping the ratio at a historic low. US consumer resilience is expected to continue driving economic expansion in the short term, but potential risks from the lagging effects of high interest rates still need to be monitored in the medium term.