Insight ReportOctober 2025 US Retail Sales: Strong Start to the Holiday Quarter Despite Government Shutdown and Dwindling Consumer Sentiment Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research December 17, 2025 Reasons to ReadIn October 2025, US retail sales (excluding gasoline and automobile sales) increased by 4.5%, a slight slowdown from the previous month. Using data from the US Census Bureau, we analyze US retail sales in October 2025, in total and by sector. Data in this research report are: Year-over-year changes in US total retail sales (excluding gasoline and automobiles), October 2024– October 2025 Year-over-year changes in retail sales by sector, September and October 2025 Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in: Analyst Corner: US Grocery Retail—Decoding the $1.6 Trillion Market, with Sujeet NaikQuantifying Tariff Impacts: What Retail Companies Reported in 3Q25—Data GraphicThe New AI Unicorn—Reka AI Secures $110 Million from NVIDIA and Snowflake: What You Need to KnowSentiment by Age—Younger Consumers Are More Optimistic but Older Consumers’ Sentiment Improves: US Consumer Survey Insights
