Retail Sales Show Resilience in July: Sector ETFs in Focus

Retail sales in the United States increased 0.5% sequentially in July 2025, in line with market expectations and following an upwardly revised 0.9% rise in June. The largest increases were seen in sales at motor vehicle & parts dealers (1.6%), and furniture & home furn. stores (1.4%). Other gains were seen in sales at sporting goods, hobby, musical instrument, & book store (0.8%), nonstore retailers (0.8%), clothing & clothing accessories stores (0.7%) and gasoline stations (0.7%). Winning Areas Below, we h ...