December retail sales were flat, missing expectations
CNBC Television
|
February 10, 2026 at 04:30 PM UTC
Bearish
90% Confidence
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Key Points
- December retail sales came in flat (0.0%), significantly missing expectations of a 0.4% increase.
- Retail sales excluding autos and excluding autos & gas also remained unchanged, while core retail sales declined by 0.1%.
- This represents the weakest core retail sales performance since September of last year, indicating a sharp slowdown in consumer activity.
AI Summary
December retail sales were unexpectedly flat, missing expectations for a 0.4% increase, with core retail sales even declining by 0.1%. This marks the weakest performance in months, signaling a significant slowdown in consumer spending during the crucial holiday season.
Model Analysis Breakdown
| Model | Sentiment | Confidence |
|---|---|---|
| Gemini 2.5 Flash | Bearish | 90% |
| Consensus | Bearish | 90% |