U.S. retail sales were flat in December 2025, with the month‑over‑month indicator holding at 0.0%, according to data updated on 10 February 2026. The pause in growth follows a solid 0.6% increase in November 2025, signaling a loss of momentum in consumer spending at the end of the year.
The figures are measured on a month‑over‑month basis, meaning December’s performance is compared directly to November, while November’s 0.6% rise was measured against October. The shift from a notable gain to zero growth in just one month may prompt analysts and investors to reassess the durability of consumer demand going into 2026, given the central role of household spending in the U.S. economy.
