Past Release · Retail Sales
November 2025 Retail Sales Report
Saturday, November 1, 2025
Retail Sales printed at 634,477, a +0.50% move from the prior reading of 631,346.
Headline Reading
Retail Sales (ex Food Svc)→634,477
Nov 1
Prior
631,346
Absolute
+3,131
Percent
+0.50%
What to Watch For
- •Headline retail sales month-over-month
- •Control group month-over-month
- •Revisions to prior month
- •Category detail: online, autos, restaurants
- •Inflation-adjusted (real) retail sales
Expected Market Reaction
Strong control group: consumer discretionary up, rates up. Weak control group: defensives up, rates down, recession pricing increases.
Related Assets Around the Release
Related Scenarios
What Happens When Consumer Confidence Collapses?
What happens when consumer sentiment craters? Does it actually predict spending? Historical analysis of confidence crashes and what they mean for markets.
What Happens When the Savings Rate Hits Zero?
What happens when Americans stop saving? The consumer spending cliff, credit card debt explosion, and what it means when the savings buffer is gone.
Get release-day analysis and market reaction framing before consensus forms.