Retail Sales YoY (ex food services) stands at 4.98% as of July 2026, up from 3.79% a year earlier. The reading sits in the 57th percentile of its history back to 1993.
| Latest (July 2026) | 4.98% |
| One year ago | 3.79% |
| 10-year range | -15.41% – 46.42% |
| All-time range | -15.41% (2020) – 46.42% (2021) |
| Change over 12 months | +1.2 pts — peaked at 7.37% in 2026 |
| Percentile vs. full history | 57th |
| History | 1993–2026 (403 observations) |
Advance retail sales, year over year. The timeliest broad read on the consumer, who drives roughly two-thirds of GDP. This is the retail-trade series excluding food services; the release itself also covers restaurants and bars, so the two differ modestly in months when eating out diverges from goods spending.
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<a href="https://www.tacticalassetallocation.com/charts/retail-sales/">Retail Sales YoY (ex food services) — Cambria Chart Lab</a>
Data: download CSV (source: US Census Bureau, via FRED).