The Retail Rundown: Retail Posts Late-Year Gains, but Food Inflation Heats Up

Early 2026 opens with a mixed picture for the food and broader retail sectors.
Retail sales closed out 2025 with solid momentum, as CNBC/NRF data showed holiday sales from Nov. 1 through Dec. 31 rising 4.1% from the year prior. Food and beverage stores also ended the year strong, posting a 0.33% month-over-month gain on a seasonally adjusted basis and a 2.85% increase from a year earlier.
That strength now faces challenges as the industry moves into its usual post-holiday slowdown, amplified by...
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