Insight ReportSeptember 2025 US Retail Sales: Delayed Government Data Show Strong Retail Growth in September Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research November 26, 2025 Reasons to ReadIn September 2025, US retail sales (excluding gasoline and automobile sales) increased by 5%, an acceleration from the previous month. Using data from the US Census Bureau, we analyze US retail sales in September 2025, in total and by sector. Data in this research report are: Year-over-year changes in US total retail sales (excluding gasoline and automobiles), September 2024– September 2025 Year-over-year changes in retail sales by sector, August and September 2025 Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in: Consumer Sentiment Steadies: Weekly US Consumer Sentiment, Week 13, 2025—InfographicEarnings Insights 4Q24, Week 7: Costco, Inditex and Puma Lead with Solid Fourth-Quarter Growth—InfographicJCPenney Merges with SPARC Group to Form Catalyst Brands—What It Means for US RetailAgentic Commerce: How Retailers Can Make Their Products Discoverable and Shoppable for 800 Million ChatGPT Users