Retailing - Hardlines: Monthly hardline retail spending snapshot: Hardlines spending up 1.8% in May

Research evidence excerpt

Retailing - Hardlines: Monthly hardline retail spending snapshot: Hardlines spending up 1.8% in May

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Retailing - Hardlines

Monthly hardline retail spending snapshot:

Hardlines spending up 1.8% in May

Industry Overview

Spending strongest in consumer electronics & car wash 11 June 2026

We provide an update on BAC card consumer spending in hardline retail categories for Equity

May 2026. Hardlines spending is up 1.8% y/y vs. +0.6% in April, and spending was United States

strongest in consumer electronics and car wash. See the latest BofA on USA for an Retailing-Hardlines

explanation of the methodology, disclaimers, and limitations with BAC aggregated credit

and debit card data.

Home improvement strongest in the Northeast

Spending at home improvement retailers decreased 1.4% y/y in May, vs. -1.1% in April,

per BAC aggregated credit and debit card data. Spending on housing-related services

was up 1.5% y/y in May vs. +3.7% y/y in April. Home improvement spending was Robert F. Ohmes, CFA

strongest in the Northeast (+3.0% y/y in May vs. +2.6% y/y in April) and weakest in the Research Analyst

BofAS

Midwest (-3.0% y/y in May vs. +2.0% y/y in April). +1 646 855 0078

robert.ohmes@bofa.com

Auto parts & services spending still growing Vicky Liu, CFA

Research Analyst

Spending at auto parts retailers increased 0.5% y/y in May vs. +3.3% y/y in April, per BofAS

BAC aggregated card data. Spending on auto services increased 0.9% y/y in May, vs. +1 646 855 5115 yanjun.liu@bofa.com

+4.4% y/y in April. Spending on car washes was up 8.1% y/y in May, vs. +5.0% in April.

Madeline Cech

BofASFurniture improved but flooring remained weak +1 646 855 5219

Spending on furnishings increased 1.5% y/y in May vs. -1.4% y/y in April. Spending on madeline.cech@bofa.com