ConsumerMonthly

SPY & Advance Retail Sales

Early estimate of monthly retail trade sales based on a subsample of firms, excluding food services.

SPY Price

$688.98

Retail Sales YoY

Last Data: Nov 2025
Last Release: Jan 14, 2026
Next Release: Feb 17, 2026
3.1%

What It Measures

Advance Retail Sales (Retail Trade) provides an early estimate of monthly retail sales excluding food services. This reading is released approximately two weeks after the reference month ends, making it one of the first reads on consumer spending each month. The report covers: - Motor vehicles and parts dealers - Furniture and home furnishings stores - Electronics and appliance stores - Building materials and garden supply stores - Food and beverage stores - Health and personal care stores - Gasoline stations - Clothing and accessories stores - General merchandise stores - Nonstore retailers (e-commerce)

Why It Matters

**Timeliness**: Released earlier than the full retail sales report, providing an early read on consumer spending. **Consumer Spending Proxy**: Consumer spending drives ~68% of U.S. GDP. **Market Moving**: Surprises in advance retail sales often cause significant market volatility. **Fed Consideration**: Strong consumer spending can influence inflation expectations and Fed policy.

Key Levels

Above +0.5% MoM
Strong consumer spending growth
0% to +0.5% MoM
Moderate spending growth
-0.5% to 0% MoM
Weak consumer spending
Below -0.5% MoM
Significant spending decline

Data Sources

SPY: S&P 500 ETF daily OHLCV data (1993-02-02 to 2026-01-22)

Advance Retail: RSXFS - Advance Retail Sales from U.S. Census Bureau

Units: , ,