Data released moments ago by the US Census Bureau shows that US retail sales rose in September, reaching $745 billion, a 0.8% increase after a revised 1.3% rise in August. This figure exceeded expectations and represents a 6.3% year-over-year increase compared to August 2025.

Core sales, excluding auto sales, also saw growth of 0.9% in September, compared to a 1.4% increase in August (expectations were for 0.6%).