NRF

Retail sales in the United States increased in September, according to the CNBC/NRF Retail Monitor, which tracks transactions to measure consumer spending. The reading suggests shoppers continued to spend heading into the final quarter of the year. Retailers and economists watch the monthly figure closely for signals on consumer health and the broader economy.

The CNBC/NRF Retail Monitor recorded a twelfth consecutive month of year-over-year US retail sales growth in September, according to figures reported by trade outlets including Shop Eat Surf and Mass Market Retailers. The continued expansion points to resilient consumer spending heading into the holiday season, though the reports do not detail growth rates or category breakdowns.

Retail sales data tracked by CNBC and the National Retail Federation's Retail Monitor show consumers continued spending steadily through September, pointing to ongoing resilience despite economic pressures. The monthly figure suggests household demand remains solid heading into the final quarter of the year, a key period for retailers.

US retail sales increased for the 12th consecutive month in September 2026, according to the National Retail Federation. The streak points to steady consumer demand continuing through the year, and the NRF's monthly figures are closely watched as a gauge of American household spending and the broader health of the retail sector.