In February 2025, U.S. retail sales experienced a modest increase of 0.2% compared to January, falling short of the anticipated 0.6% growth. This slight uptick followed a 1.2% decline in January, highlighting a period of cautious consumer spending.
The 0.2% rise in February was primarily driven by essential product categories, including e-commerce, general merchandise, health and personal care, food and beverages, and building materials. Conversely, spending at restaurants and bars decreased by 1.5%, and sectors like electronics stores saw a 9.2% drop, reflecting consumer hesitancy toward big-ticket purchases.
Analysts suggest that the subdued retail sales figures may be influenced by factors such as economic uncertainty stemming from recent policy changes, including new tariffs, and a decline in consumer confidence. These elements have contributed to a more cautious consumer outlook, potentially impacting future spending behaviors.
For a more detailed analysis, you can refer to the U.S. Census Bureau’s official report on February 2025 retail sales.