Retail sales surged last month as Americans binge-bought everything from lawnmowers to lacrosse sticks ahead of widespread tariffs.
“I do think the bigger ticket categories on a year-over-year basis looked interesting and might reflect people trying to get ahead of tariffs,” says Joe Feldman, senior managing director, assistant director of research and retail analyst at Telsey Advisory Group, pointing to figures like a 7.7% jump in furniture-store sales from a year ago. “It definitely feels like we’re seeing some of that now,” he adds.
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