06/25/2026
Consumers are still spending, but where they're spending is changing.
Core retail sales rose 5.6% year over year in May, driven by continued demand for value-oriented retailers, online shopping and general merchandise, while discretionary categories like restaurants and electronics softened.
What do these shifting spending patterns mean for retailers and commercial real estate?
Read our recent Retail Sales report for the latest insights: https://ow.ly/EYcQ50ZhmUb