The U.S. retail market had a bit of a rollercoaster start to 2025. February retail sales edged up a modest 0.2%, but that came after a steep downward revision for January, which now clocks in at a 1.2% decline. Economists were looking for a more robust bounce-back of about 0.6%, but consumer spending couldn't quite match it.
For investors, this is a key question: what does this imply for retail-oriented ETFs? Because these ETFs follow the performance of retail stocks, they can take a hit from changes in consumer consumption. Let's look at how recent retail data may affect these ETFs and what to expect next.
How Retail ETFs Are Reacting
Retail ETFs such as the SPDR S&P Retail ETF
February's softer-than-expected growth might cause some short-term volatility, but not every sector of retail is suffering. Online shopping and health-related retail strength might see some ETFs perform better than others.
Here's a closer examination:
XRT, an equal-weighted fund, might come under some pressure because it distributes investments among a broad spectrum of retailers, some of which are suffering.
RTH, which relies more heavily on the likes of Amazon
Vanguard Consumer Discretionary Index Fund ETF
Dissecting The Retail Sales Figures
Based on the most recent U.S. Census Bureau report, here's how retail sales held up:
- February sales increased 0.2%-a modest increase but not the recovery economists were looking for.
- January sales were revised to a 1.2% decline, emphasizing a softer beginning to the year.
- Year-over-year, retail sales increased 3.1%, decelerating from the prior 3.9%.
Health and personal care stores reported a 1.7% increase.
Excluding auto sales and gasoline stations, retail sales actually increased 0.5%, higher than the expected 0.4%.
The control group measure, which removes more erratic sectors, increased 1%, a robust bounce back from January's 1% fall.
A number of factors probably held down consumer spending.
- Inflation is continuing to nibble at purchasing power, so shoppers are being more careful.
- Increased interest rates might be deterring major purchases.
- January's weakness might have lingered, as shoppers pulled back after the holidays.
- Changing consumer spending, with greater emphasis on necessities over discretionary goods.
What's Next For Retail ETFs?
While retail sales missed the mark, sector-specific strength-particularly in e-commerce-may cushion the blow for some ETFs. Investors will want to watch inflation, interest rates, and overall consumer sentiment in the months ahead.
For those who want to ride out possible volatility, diversification within the retail space may be the way to go. Although broad retail ETFs may face some stress, those funds that have greater exposure to well-performing sub-sectors such as e-retail and medical products could be in better shape in the near term.