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US Macroeconomic Spend Insights
Get detailed insights into the key revenue drivers for any brand:
Consumer Confidence
Total Sector Spending
| Aug '25 | Sep '25 | Oct '25 | Nov '25 | Dec '25 | Jan '26 | |
|---|---|---|---|---|---|---|
| Retail Sales ex. Auto | 3.67% | 2.31% | 2.58% | 6.78% | 2.52% | 2.46% |
| Building mat. and garden equip. and supplies dealers | 1.17% | -2.55% | -3.94% | -0.31% | -1.71% | 3.04% |
| Clothing and clothing access. stores | -0.87% | -4.00% | -2.43% | -0.36% | -2.89% | -4.36% |
| Electronics and appliance stores | 1.05% | -2.89% | 3.65% | -13.01% | -5.31% | -13.84% |
| Food and beverage stores | 5.10% | 3.96% | 5.66% | 10.39% | 5.23% | 6.31% |
| Food services and drinking places | 2.83% | 2.52% | 0.15% | 9.15% | -0.93% | -1.25% |
| Furniture and home furnishings stores | -0.88% | -3.44% | -4.72% | -2.16% | -1.48% | -8.02% |
| Gasoline stations | -0.15% | 1.19% | -3.06% | 8.31% | -2.96% | -4.18% |
| General merchandise stores | 2.39% | -0.08% | 3.42% | 5.09% | 3.18% | 2.00% |
| Health and personal care stores | -4.16% | -4.32% | -5.56% | -0.44% | -3.76% | -2.72% |
| Miscellaneous store retailers | -3.97% | -5.94% | -4.97% | -2.41% | -4.58% | -3.90% |
| Nonstore Retailers | 10.11% | 8.75% | 7.39% | 9.23% | 7.30% | 6.04% |
| Sporting goods, hobby, musical instrument, and book stores | -1.14% | -1.07% | 1.54% | 1.18% | -0.92% | -2.65% |
The visualizations on this page are derived from real world consumer credit and debit card transaction data. They give unprecedented visibility into the key drivers of company growth behind the scenes, often not reported on earnings calls or public reports.
2025 Consumer Spending Demographics
Combined view of consumer spending across generation, income, and region
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Total Consumer Spending
Year-over-year growth in retail sales excluding auto
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Durable vs Non-Durable Goods
Comparison of durable and non-durable goods performance
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