November 26, 2025 at 19:02

CNBC/NRF Retail Monitor – October 2025 Summary (Latest Available Release: November 10, 2025)

Authored by MyEyze Finance Desk

October 2025 CNBC/NRF Retail Monitor (released November 10) shows total retail sales up 0.6% MoM and 5% YoY, with core retail (ex-autos, gas, restaurants) also rising 0.6% MoM and 4.89% YoY. The strongest pre-holiday read of the year confirms resilient consumer momentum heading into the peak shopping season.

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Overview of Key Retail Sales Figures

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The most recent CNBC/NRF Retail Monitor, covering October 2025 data and released on November 10, 2025, shows total retail sales increasing by 0.6% month-over-month and 5% year-over-year. Core retail sales, excluding autos, gas, and restaurants, also advanced by 0.6% month-over-month and 4.89% year-over-year. These figures, derived from anonymized credit and debit card transaction data, indicate strengthening consumer activity as households geared up for the holiday season, providing a timely view without the revisions typical of other surveys.

Insights on Consumer Trends

The October data reflects resilient spending patterns entering the fourth quarter, with the matched month-over-month gains in both total and core metrics underscoring broad-based momentum. This transaction-level perspective highlights ongoing preparation for holiday purchases, though detailed category breakdowns are not yet specified in the release.

Outlook

As the final pre-holiday monthly read, October's performance sets a constructive tone for November and December, where seasonal factors are expected to further elevate volumes based on historical patterns.

Disclaimer

This content was created with formatting and assistance from AI-powered generative tools. While we strive for accuracy, this content may contain errors or omissions and should be independently verified.The final editorial review and oversight were conducted by humans.

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