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U.S. Industrial Production Climbs Amid Mixed Retail Signals

3/17/2026

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Story summary
  • U.S. industrial production rose in February for the fourth consecutive month.
  • Business equipment output rose 6.4 percent year-over-year.
  • Factory headcount declined while productivity improved, indicating a leaner workforce producing more.
  • Home electronics output was weak, though it remained 7.9 percent higher than last year.
  • Retail sales data showed mixed signals, with weak Census Bureau reports contrasted by rising sales tracked by the CNBC/NRF Retail Monitor.