In February 2025, U.S. retail sales experienced a modest increase of 0.2%, following a 1.2% decline in January.
This uptick was primarily driven by a 1% rise in the “control group” category, which excludes automobiles, gasoline, building materials, and restaurants. However, this growth fell short of the anticipated 0.6% increase, indicating a degree of consumer caution.
Year-over-year, retail sales grew by 3.1% in February. Notably, online retailers and health stores saw sales gains, while sectors like automobiles, furniture, clothing, and electronics experienced declines.
This mixed performance reflects consumer uncertainty amid concerns over stock market volatility, potential tariff increases, and government spending cuts.
Overall, while there was a slight rebound in February, the retail sector continues to face challenges, with consumer sentiment remaining cautious due to various economic uncertainties.