Drunken Sailors Back in Splurge Mode, Retail Sales Surge. Even at Restaurants & Bars not Part of Frontrunning Tariffs by Wolf Richter • Apr 16, 2025 • 62 Comments The recession is going to have to get back in line and wait.
Our Drunken Sailors Are Back: Sales of Used Vehicles Surge in March, same as New Vehicles. Retail Sales Might Look Good by Wolf Richter • Apr 14, 2025 • 77 Comments Despite their foul mood, consumers are splurging on vehicles and may also be splurging on other products.
Retail Sales in February Were Confusing by Wolf Richter • Mar 17, 2025 • 52 Comments Ecommerce sales jumped. General merchandise retailers, supermarkets, etc., booked solid gains. Lower prices cut gasoline & auto sales. But restaurants?
Kohl’s Spirals into Brick-and-Mortar Meltdown, Blames “Constrained” Consumers, but it’s Just Losing them to Ecommerce, which is Booming by Wolf Richter • Mar 11, 2025 • 103 Comments The stock plunged 24% today to lowest since 1997, down 89% from peak, and has joined our Imploded Stocks.
About that Retail Sales Plunge in the Headlines: A Romp through the Massive Seasonal Adjustments this Time of the Year by Wolf Richter • Feb 14, 2025 • 41 Comments Retail sales in January were actually up by 4.8% year-over-year.
The Fed Needs to Watch Out: Amid Strong Demand from our Drunken Sailors, Retail Sales Surged in Late 2024 and Inflation Caught its Second Wind by Wolf Richter • Jan 16, 2025 • 162 Comments More consumers, more workers, more jobs, more money. GDPNow jumps upon these retail sales.
The Fed Needs to Watch Out to Not Throw More Fuel on this Demand: Retail Sales Accelerated Sharply in the 2nd Half by Wolf Richter • Dec 17, 2024 • 111 Comments It’s like someone turned on the spigot in July and forgot to turn it off.
Landing Cancelled? Retail Sales Jump, Prior Months Revised Up, Boost Atlanta Fed GDPNow to +3.4% Inflation-Adjusted GDP Growth by Wolf Richter • Oct 17, 2024 • 155 Comments This demand growth is adding to renewed inflation concerns. The huge waves of immigrants in 2022-2024 are part of this demand growth.
Recession Not Yet: Retail Sales Help Push Up Atlanta Fed GDPNow to +3.0% for Q3 GDP by Wolf Richter • Sep 17, 2024 • 182 Comments As retail sales rose despite dropping prices of goods, inflation-adjusted retail sales – adjusted for this deflation in goods – rose even faster: hence the jump in GDPNow.
The Only Thing Pushing Up Retail Sales Is Ecommerce. Brick-and-Mortar Sales Have Stagnated for 2 Years by Wolf Richter • Aug 19, 2024 • 58 Comments Ecommerce keeps crushing brick-and-mortar retailers, except in autos, gasoline, and food, but even there, the tide is slowly turning.
