Data released moments ago by the US Census Bureau shows that US retail sales rose in May, reaching $763.7 billion, a 0.9% increase after a 0.5% rise in April. This figure exceeded expectations and represented a 6.9% year-over-year increase compared to May 2025.

Core sales, excluding auto sales, also saw growth of 0.8% in May, compared to 0.7% in April, surpassing market expectations. Sales at non-traditional retail stores surged 12.2%, while sales of food and beverage establishments rose 2.7%.