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Retail Sales & Confidence

Retail sales (total / ex-MV / control), sector contributions across 12 NAICS categories, UMich Consumer Sentiment, and the Conference Board Consumer Confidence Index — Census, FRED, UMich, Conference Board.

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Retail Sales — Monthly Change
MoM % bars (total / ex-MV / control); Total YoY line on the right axis
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Source: U.S. Census Bureau, Advance Monthly Retail Trade — total, ex-motor-vehicles, and control group.
Retail Sales — Contribution by Sector
Stacked bars sum to total MoM %; each segment is a sector's contribution in pp
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Source: U.S. Census Bureau — 12 NAICS retail categories, contribution to total retail MoM.
UMich Consumer Sentiment
Index, 1966 Q1 = 100; total + Expectations and Current Conditions
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Source: University of Michigan — Surveys of Consumers.
Conference Board Consumer Confidence
Index, 1985 = 100; CCI + Expectations and Present Situation
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Source: The Conference Board — Consumer Confidence Index.