Retail Sales Climb: A Look at Some Potential Stock Winners and Losers

2026-01-18 02:35:00 ET

Retail and consumer stocks got some good news when the U.S. Census Bureau recently reported retail sales numbers for November. Retail sales grew 0.6% month over month and 3.1% year over year, while core retail sales, which exclude auto-related sales and gasoline, increased 0.4% month over month and 4.4% versus a year ago.

Let's look at some potential winners and losers from the report, starting with the winners.

Image source: Getty Images.

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