“Advance estimates of US retail and food services sales for April 2026, adjusted for seasonal variation and holiday and trading-day differences, but not for price changes, were $757.1 billion, up 0.5 percent (±0.4 percent) from the previous month, and up 4.9 percent (±0.5 percent) from April 2025. Total sales for the February 2026 through April 2026 period were up 4.4 percent (±0.4 percent) from the same period a year ago. The February 2026 to March 2026 percent change was revised from up 1.7 percent (±0.4 percent) to up 1.6 percent (±0.2 percent). Retail trade sales were up 0.5 percent (±0.4 percent) from March 2026, and up 5.2 percent (±0.5 percent) from last year.”
“Nonstore retailers were up 11.1 percent (±1.8 percent) from last year, while food services and drinking places were up 2.7 percent (±1.8 percent) from April 2025,” says the monthly US Commerce Department report with zero mention of the… underlying environment that caused “sales” to jump.