AI Data Insight

In May 2026, the US retail inventory-to-sales ratio (excluding autos) reached 1.06, rebounding slightly from 1.03 in April. Against the backdrop of May's overall retail sales unexpectedly delivering a strong 0.9% month-over-month increase, the data reflects that businesses are moderately replenishing inventories in response to consumer demand. Moving forward, it is necessary to continue monitoring whether the summer consumption momentum will persist to maintain a healthy supply and demand rhythm.

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