Skip to main content
BoF Logo

Agenda-setting intelligence, analysis and advice for the global fashion community.

US Retail Sales Are Proving Resilient While Risks Mount

US retail sales growth likely moderated a touch in September, capping an otherwise solid quarter of spending by consumers who are nonetheless frustrated by high prices and anxious about job security.
Holiday shopper
Shoppers are feeling the impact of high prices, but not fully pulling back yet. (Getty Images)

Economists expect a 0.4 percent increase in sales after the 0.6 percent gain a month earlier, based on the Bloomberg survey median estimate. Delayed for more than a month by the government shutdown, the Census Bureau is scheduled to issue the figures on Tuesday.

Please sign in to ensure you can read our agenda-setting intelligence, analysis and advice. Or get in touch at support@businessoffashion.com if you experience difficulties.

Further Reading

Elevating Physical Retail Strategies to Engage Brand Communities

Partnering with GGP, BoF explores how brands are reinvesting in retail to effectively communicate value to consumers and drive growth. In the third edition of this four-part series, BoF outlines key strategies for success — from training and empowering staff to creating meaningful, personalised in-store experiences and a sense of community.

Elevating Physical Retail Strategies to Engage Brand Communities

Partnering with GGP, BoF explores how brands are reinvesting in retail to effectively communicate value to consumers and drive growth. In the third edition of this four-part series, BoF outlines key strategies for success — from training and empowering staff to creating meaningful, personalised in-store experiences and a sense of community.

In This Article

© 2026 The Business of Fashion. All rights reserved. For more information read our Terms & Conditions

More from Retail
Analysis and advice from the front lines of the retail transformation.

The Industry That Eats Its Young

Small fashion labels have always been shortchanged by their wholesale partners. A wave of high-profile bankruptcies has turned a structural injustice into an existential crisis. There is a better way to do business, writes Imran Amed.


The Zara-Fication of John Galliano

Fashion’s enfant terrible is trading exclusivity for the mass market. Is it the ultimate fashion coup, or the final surrender of prestige?


view more
Latest News & Analysis
Unrivalled, world class journalism across fashion, luxury and beauty industries.

The Industry That Eats Its Young

Small fashion labels have always been shortchanged by their wholesale partners. A wave of high-profile bankruptcies has turned a structural injustice into an existential crisis. There is a better way to do business, writes Imran Amed.


The Zara-Fication of John Galliano

Fashion’s enfant terrible is trading exclusivity for the mass market. Is it the ultimate fashion coup, or the final surrender of prestige?


The Impact of War on Fashion’s Supply Chain

Textile hubs are already feeling the cascading risks of the conflict in Iran as Washington ramps up forced labour probes to revive tariffs, while decarbonisation in fashion’s factories might finally have a standard to go off of.


VIEW MORE
Agenda-setting intelligence, analysis and advice for the global fashion community.
CONNECT WITH US ON