美国10月零售销售停滞 汽车销量下滑与汽油降价拖累整体表现

Core Viewpoint - US retail sales remained flat in October, with declines in auto dealer sales and weak gasoline revenue offsetting growth in other categories [1] Group 1: Retail Sales Overview - The total retail sales, adjusted for inflation, were essentially unchanged from the previous month, with September's data revised to a growth of 0.1% [1] - Excluding auto dealers and gas stations, sales increased by 0.5% [1] - Among 13 retail categories, 8 experienced growth, particularly strong performances were noted in department stores and online retailers [1] Group 2: Specific Sales Trends - Auto sales decreased by 1.6%, partly due to the expiration of federal tax incentives for electric vehicles [1] - Gasoline prices fell, which negatively impacted sales at gas stations [1] - The control group sales, which excludes food services, auto dealers, building material stores, and gas stations, grew by 0.8%, marking the largest increase in four months [1] Group 3: Consumer Behavior Insights - Early in the holiday shopping season, consumer spending showed signs of improvement [1] - Despite concerns over employment and dissatisfaction with high living costs, consumers are still seeking discounted products [1] - Recent spending growth is primarily driven by wealthier households, while lower-income Americans remain cautious [1]