AI Data Insight
The latest US Q2 (May) retailer inventory-to-sales ratio was reported at 1.25, unchanged from the previous month and lower than the 1.26 recorded in the first quarter, indicating that end-market demand remains stronger than the pace of inventory accumulation. Supported by steady employment and consumption, retailers have achieved significant destocking results and maintained precise restocking strategies. However, persistently high consumer credit poses a hidden risk to medium- to long-term consumption momentum.