AI Data Insight
The US retail inventory-to-sales ratio excluding motor vehicles and parts dropped to 1.09 in February 2026, further sliding from the previous value of 1.11, highlighting that end-consumer demand continues to outpace restocking speeds. Benefiting from a "lean inventory" strategy and better-than-expected sales performance, the retail market is experiencing smooth inventory depletion, which is expected to catalyze a new wave of restocking momentum in the upstream supply chain over the next one to two months.