SPY & Retail Sales
Total receipts of retail stores, measuring consumer spending at retail establishments.
SPY Price
Retail Sales
Year-over-Year Change
What It Measures
Retail sales measures consumer spending at retail stores and food service establishments. It includes: - Motor vehicles and parts dealers - Furniture stores - Electronics and appliance stores - Building materials stores - Food and beverage stores - Health and personal care stores - Gasoline stations - Clothing stores - General merchandise stores - Nonstore retailers (e-commerce) - Food services (restaurants) The data is reported in nominal terms (not inflation-adjusted).
Why It Matters
**Consumer Spending Proxy**: Consumer spending drives ~68% of U.S. GDP, making retail sales a critical growth indicator. **Economic Momentum**: Strong retail sales signal consumer confidence and economic expansion. **Fed Consideration**: Robust consumer spending can contribute to inflation concerns. **Sector Analysis**: Shows which retail categories are strong or weak.
Data Sources
SPY: S&P 500 ETF daily OHLCV data (1993-02-02 to 2026-02-13)
Retail Sales: RSAFS - Retail Sales from U.S. Census Bureau
Units: Millions of Dollars, Seasonally Adjusted, Monthly