Source: ITR Economics – June 2025
Consumer discretionary spending is showing strong growth in 2025. How are shifting consumer habits shaping the future of retail?
According to the US Census Bureau data, the Total Retail Sales 12-month moving total (12MMT) posted a 3.2% increase over the same period last year. US Retail Sales have continued their upward trajectory through the first four months of 2025 despite uncertainty and the headlines, reflecting both resilience and evolving consumer behavior.