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US Retail Sales Are Up 6.3%. How Much of That Is Real? (Dollars vs Inflation)

Oct 20, 2026

US retail and food services sales reached $745.0 billion in September 2026, up 6.3% from a year earlier, according to the Census Bureau's advance estimate. But that counts dollars, not things. Consumer prices rose 3.7% over the same twelve months, so by our rough count spending grew about 2.5% after inflation. Gas station sales rose 28.1% in a year, while gasoline prices rose 34.2%.

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