Americas Retail Sales April Update

April headline retail sales grew 0.5% sequentially, missing the 0.6% consensus forecast, while March figures were revised lower to 1.6%. Core retail sales remained stronger, rising 6.4% year-over-year.

Key Takeaways

• 1.Headline retail sales rose +0.5% sequentially in April 2026, which was higher than Goldman Sachs' estimate of +0.2% but lower than the consensus expectation of +0.6%.
• 2.March 2026 retail sales data was restated downward from +1.7% to +1.6% growth sequentially.
• 3.Core retail sales (excluding auto, food, and gas) increased by +6.4% y/y in April, accelerating from both the previous year (+5.4%) and the prior month (+6.1%).

Table of Contents

• Americas Retail: Retail sales slightly below consensus in April; March restated lower
• Disclosure Appendix

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