AI Data Insight

In the first quarter of 2026 (March), the US unadjusted retail inventory-to-sales ratio (excluding motor vehicles) reached 1.09, a significant decline from the previous value of 1.26. This highlights the strong sales momentum in the retail sector, with the depletion rate outpacing stocking. It indicates that US end-consumer demand remains robust and is expected to drive a new wave of inventory restocking in the short term.

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