U.S. retail sales climbed 0.6% in November, surpassing forecasts of a 0.5% gain. The rebound followed a revised 0.1% drop in October, signaling renewed consumer spending momentum as 2025 neared its end.

Gas spending and demand for sporting goods supported the increase, offsetting weaker furniture and department store sales. Core retail sales, which exclude volatile categories like food and energy, rose 0.4%, down from October’s 0.6%.

Economists are watching whether this spending pattern reflects broad-based strength or a shift toward essentials. Analysts say the economy’s K-shape — where affluent households drive consumption — remains a concern for sustained growth.

Holiday shopping and potential Federal shutdown effects were closely monitored. So far, there's no sign of major disruption. Investors will scrutinize December data for clues on consumer stamina into 2026.