According to the CNBC/NRF Retail Monitor, by the National Retail Federation (NRF), the US’ clothing and accessories segment saw a 0.59% rise month over month, and a 9.75% increase compared to April 2025.
This was the highest increase in any sector, aside from digital products – such as games and e-books – which saw a 1.11% increase compared to March 2026.
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The data, powered by Affinity Solutions, also revealed that overall retail sales, excluding automobile dealers and petrol stations, grew by 0.34% from March and by 5.73% year over year in April.
Core retail sales, which also leave out restaurants, matched this monthly increase and showed a 5.53% annual rise. The figures represent a moderation compared to March, when monthly and annual growth for total retail sales stood at 0.4% and 6.59% respectively.
NRF president and CEO Matthew Shay said: “Retail sales continued to grow in April despite higher gas prices driven by the ongoing conflict in Iran, cautious consumer sentiment and the persistent concerns about sustained inflation.
“Spending on household priorities remains solid, supported by a steady labour market, wage growth and a significant influx of cash from tax refunds. While consumers are mindful on costs, retailers are working hard to keep everyday goods affordable for American families.”
On a monthly basis, all categories except furniture and home furnishings reported gains.
For the year to date, total retail sales are up 6.07% and core sales have advanced 5.99% compared to the same four-month period last year.
Data from the Retail Monitor is based on anonymised credit and debit card purchases compiled by Affinity Solutions.
Earlier this year, the NRF said it remains “optimistic” that the US economy will remain stable in 2026, despite ongoing conflict in the Middle East and US trade policy challenges.
