AI Data Insight

The latest Q2 2026 real durable goods expenditure for households with two or more people reached a YoY growth rate of 39.0%, a significant turnaround from -16.6% in Q1 2026. Driven by strong wage growth from the Shunto wage negotiations, demand in subcategories such as furniture and home appliances has surged remarkably. Going forward, attention must remain on whether the yen's depreciation and import prices will weaken consumption momentum.

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