FX.co ★ U.S. Retail Sales Ex Gas/Autos Slump in September, Signaling Slowdown

Updated figures reveal a significant slowdown in U.S. retail sales excluding gas and autos for September 2025, dropping to a meager 0.1%, down from 0.6% in August. This latest data, updated on November 25, 2025, indicates a slowing trajectory in consumer spending as the retail sector grapples with changing economic dynamics.

The month-over-month analysis highlights a sharp contrast, with the latest period reflecting a substantial downshift compared to the noticeable growth observed in August. The decrease to 0.1% signals potential concerns for retailers and policymakers alike, as consumer spending is a crucial component of economic health in the United States.

The stagnation in retail sales growth excluding gas and autos may hint at broader economic challenges or shifting spending patterns among consumers, who might be prioritizing savings or expenditure in other sectors. This data will likely be scrutinized by economic analysts and retail industry stakeholders aiming to predict end-of-year economic performance and strategize for future recovery. With the holiday shopping season around the corner, the implications of this decline could steer strategies aimed at encouraging consumer activity during crucial retail months.