Early 2026 retail data shows modest improvement in spending and sales, signaling a gradual recovery.

Retail indicators show signs of improvement in early 2026, with some sectors reporting increased consumer spending and inventory adjustments. Store traffic and sales volumes have risen modestly compared to late 2024 and early 2025, suggesting a potential stabilization after a period of decline. While challenges remain, particularly in discount and department stores, specialty retailers and online platforms are seeing stronger performance. Economists note the recovery appears uneven, concentrated in certain regions and product categories, but overall points to a gradual rebound in consumer confidence.