FX.co ★ US Retail Inventories ex-Auto Hold Steady in April, Signaling Stable Supply Conditions

U.S. retail inventories excluding autos were unchanged in April 2026, holding at a 0.6% increase, the same pace recorded in March 2026, according to data updated on 29 May 2026. The flat reading suggests that retailers maintained steady stock levels outside the automotive sector, neither aggressively rebuilding inventories nor drawing them down.

The unchanged 0.6% figure may indicate that businesses are broadly aligned with current demand conditions, with no evident signs—based on this data alone—of either overstocking or supply stress in non-auto retail categories. Investors and analysts often monitor retail inventories ex-auto as a cleaner gauge of underlying retail stock management, given the volatility and scale of vehicle-related inventories.