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Shoppers Head Into the Holidays With NRF Reporting a 13th Straight Month of Retail Gains

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  • U.S. retail sales recorded their 13th consecutive month of gains in October 2026, reaching $561.7 billion, which represents a 0.15% increase month-over-month & a 3.57% increase year-over-year.
  • Core retail sales excluding restaurants totaled $454.2 billion in October, up 0.26% month-over-month & 3.36% year-over-year.
  • Sales growth was led by a 9.3% year-over-year increase in electronics & appliances, while furniture & home furnishings declined 2.62% & sporting goods fell 0.44%.
  • The Consumer Price Index rose 0.4% in October after a 0.6% increase in September, with food prices up 0.5% & energy prices up 0.7%.
  • NRF forecasts total holiday retail spending (Nov 1–Dec 31) to reach $1.013 trillion, a 4.2% increase over 2025 levels.
  • Costco declared a special cash dividend of $30 per share totaling approximately $13.3 billion & reauthorized a $4 billion stock repurchase program.
  • Tapestry reported Q1 2027 revenue of $1.9 billion (up 11% reported), raised its full-year revenue outlook to $8.5–$8.6 billion, & increased capital return guidance to $2 billion.
  • Ralph Lauren reported Q2 2027 revenue of $2.2 billion (up 9% reported), raised its fiscal 2027 constant currency revenue growth forecast to 6–7%, & saw earnings per share rise 47% on a reported basis.
  • eBay reported Q3 2026 revenue of $3.2 billion (up 14%) & Gross Merchandise Volume of $23.2 billion (up 15%), returning $827 million to stockholders in the quarter.
  • McDonald's reported Q3 2026 global systemwide sales over $38 billion (up 4%), declared a 4% dividend increase to $1.93 per share, & noted a 0.2% U.S. comparable sales decrease.
  • The Hershey Company reported Q3 2026 net sales of $3.275 billion (up 3%), raised its 2026 adjusted EPS growth outlook to 36–38.5%, & cited tariff refunds as a key factor in earnings.
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