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Retail Sales Surge Amidst Decade-Low Consumer Sentiment

2/25/2026

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Summary

Story summary

Retail sales in December 2026 rose more than 4% year over year.
Despite that, consumer sentiment reached a decade low due to a cooling labor market and rising costs.
Analysts describe a "K-shaped economy," with lower-income households facing challenges while wealthier consumers thrive.
Nearly 40% of shoppers use coupons or buy on sale, signaling a budgeting shift as essential spending rises.

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Story summary

Retail sales in December 2026 rose more than 4% year over year.
Despite that, consumer sentiment reached a decade low due to a cooling labor market and rising costs.
Analysts describe a "K-shaped economy," with lower-income households facing challenges while wealthier consumers thrive.
Nearly 40% of shoppers use coupons or buy on sale, signaling a budgeting shift as essential spending rises.