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U.S. Retail Spending Up 0.5% Amid Back-to-School Surge

9/14/2025

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Story summary
  • U.S. retail spending increased in August, fueled by back-to-school shopping and tariff avoidance.
  • Total retail sales, excluding automobiles and gasoline, rose by 0.5% month-over-month and 6.81% year-over-year.
  • Core retail sales grew by 0.26% month-over-month and 6.67% year-over-year.
  • Consumers focus on essential purchases while reducing non-essential spending.
  • Stable employment and lower fuel costs support consumer spending, according to the National Retail Federation.