

We're more than halfway through 2026, and retail leaders are confronting a familiar challenge with new urgency: how do you keep moving forward amid persistent uncertainty while proving that investments in AI are delivering real business value?

U.S. headline retail sales fell unexpectedly in July, down 0.6% to $763.6B in July, while core retail sales fell unexpectedly by 0.3%. Key Takeaways Headline retail sales fell unexpectedly in July, down 0.6% to $763.6 billion.

Key Takeaways: Consumers remain resilient, but spending is increasingly shifting toward value, convenience, and frequent everyday purchases. Retail ETFs can bridge staples and discretionary exposure.

Amazon joins the $3T club as AI-driven AWS growth accelerates. See how ETFs with AMZN exposure can capture upside while helping reduce single-stock risk.

A handful of key economic data points dropped last week, painting a picture of an economy that is successfully downshifting from its recent inflation peaks even as consumers keep their footing.

According to the Census Bureau's Advance Retail Sales Report, consumer spending rose for a fifth straight month in June. Headline sales were up 0.2% as expected, marking a slowdown from May's 1.0% increase.

As summer takes shape, investors are navigating shifting monetary policy, stubborn inflation pressures, and unexpected market momentum.

According to the Census Bureau's Advance Retail Sales Report, consumer spending climbed for the fourth straight month in May. Headline sales rose 0.9%, almost double the projected 0.5% growth and marking an acceleration from April's 0.4% rise.