Amerikanci nastavljaju da troše novac i pored inflacije i ekonomske neizvesnosti. Prodaja na malo je porasla u julu 2024 (1.0%) iznad očekivanog nivoa (0.3%). Raste potrošnja istih proizvoda uprkos većim cenama. Maloprodaja je nadmašila inflaciju.
Potrošačka potrošnja ne posustaje u SAD. Uprkos inflaciji, Amerikanci su nastavili da troše novac. Ukupna maloprodaja i prodaja prehrambenih usluga – uključujući potrošnju u prodavnicama, na mreži i u restoranima – iznosila je 709,7 milijardi dolara u julu, što je 1,0 odsto više u odnosu na jun (iznad predviđanje ekonomista od 0,3%). To je najveći rast od januara 2023. godine, pri čemu je najviše porasla prodaja kod dilera motornih vozila i delova (3,6%), a zatim prodaja u prodavnicama elektronike i uređaja (1,6%). Nove okolnosti su obradovale investitore i došle su pred sastanak FED-a. Izgledi su da će potrošači nastaviti da troše novac uprkos inflaciji.
Kako su potrošačke cene u julu porasle za 0,2%, maloprodaja je u junu 2024 nadmašila inflaciju. To znači (prilagođeno inflaciji) da je potrošnja veća u junu. U odnosu na jul 2023. godine, maloprodaja je porasla za 2,7% u julu i gotovo nepromenjena u konstantnim dolarima 1982-1984.
Za period jul 2021. – jul 2024. porast maloprodaje u poslednje tri godine može se pripisati rastućim cenama. To znači da su kupci potrošili više dolara za istu potrošnju. Mesečna maloprodaja i prodaja prehrambenih usluga (korigovana za sezonske varijacije, razlike u praznicima i danima trgovanja) porasla je za 15.8%. Korigovano za inflaciju CPI, prodaja je skoro pala u ovom periodu, ali je ipak beležila rast tokom tri poslednje godine za 0,5%. To pokazuje da su potrošači zadržali svoje ponašanje pri kupovini nwpeomenjenim uprkos porastu cena.
Grafik: Realna maloprodaja i prodaja prehrambenih usluga, mesečni (desezonirani) podaci u SAD, milijarde dolara
Napomena: constant $ = konstantni dolari 1982-1984
Izvor: Biro za popis stanovništva SAD
Americans continue to spend money despite inflation and economic uncertainty. In July 2024, retail sales increased (1.0%) above the expected level (0.3%). Consumption of the same products is growing despite higher prices. Retail sales outpaced inflation.
US consumer spending is not slowing down. Despite inflation, Americans continued to spend money. Total retail and food service sales — including in-store, online, and restaurant spending — totaled $709.7 billion in July, up 1.0 percent from June (above economists’ forecast of 0.3 percent). That’s the biggest increase since January 2023, with the largest increase in sales at motor vehicle and parts dealers (3.6%), followed by sales at electronics and appliance stores (1.6%). The new circumstances made investors happy and came before the FED meeting. Consumers are likely to continue spending despite inflation.
Since consumer prices rose 0.2% in July, retail sales outpaced inflation in June 2024. This means (adjusted for inflation) that spending is higher in June. Compared to July 2023, retail sales rose 2.7% in July and were almost unchanged in constant 1982-1984 dollars.
For the period July 2021 – July 2024, the increase in retail sales in the last three years can be attributed to the rise in prices. This means that customers spend more dollars for the same consumption. Monthly turnover in retail and catering (adjusted for seasonal variations, differences in holidays, and trading days) increased by 15.8%. Adjusted for CPI inflation, sales nearly fell during this period but rose 0.5% over the past three years. It shows that consumers have kept their buying behavior unchanged despite the price increase.
Figure: Monthly Real Retail and Food Services Sales in the US (Seasonally adjusted), billion dollars
Note: constant $ = constant dollars 1982-1984
Source: U.S. Census Bureau