Showing posts with label retail. Show all posts
Showing posts with label retail. Show all posts

Tuesday, June 17, 2025

Advance Retail Sales

The numbers came out today... https://tinyurl.com/2tjb5w36

Automotive and Home Improvement stores were almost the entirety of the slippage. 

It does indicate some slippage in inflation adjusted, but still within the range from March, 2021... to present. Very near the median and average for that period of time. 

Of course, the impact of tariffs cannot be ascertained by this report. On the surface... what the impact is, the economy is adjusting, or so it seems. 

Monday, October 11, 2021

Rebound or Last Gasp!

 

The Census Bureau has released the August Advanced Monthly Retail Sales. This release does not include inflation adjustments, so I have added inflation into the following graph, as well as Stimulus Payouts.

While the headlines noted a "rebound", it should be pointed out that one months does not make a trende. 5 months do appear to be trending down on both current dollar and inflation adjusted dollars.

The downward pressure continues from the Auto sector, which is down 8.0% from June. Clothing and clothing accessories down 2.7% from June. Sporting goods, hobby, musical instrument, & book stores down 4.6%. All unadjusted for inflation.

Overall, the report was down 1.1% from June... without factoring inflation, which would push it down 1.8%.

Most of that "rebound" is in the area of non store retailers, electronic shopping and mail order houses up 0.4% from June. General Merchandise stores also contributed to the "rebound" with 2.4% unadjusted for inflation.

Excluding the auto sector, the report indicated 0.077% boost over June, unadjusted. Adjusted for inflation, this sector rose 0.008%. 

I find it difficult to shoot for joy, with this report, as it appears more of a flat line with tendency downward. A lot of questions...

Is the stimulus boost waning, is it supply chain issues, is it the inflation?

Week Ending Report-August 16th, 2025

A few reports of interest (to me), from this past week. CPI Real earnings Petroleum Producer Price Index Retail Sales The inflation report ...