Furniture Store Sales Up 3% From February 2025

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According to the latest CNBC/National Retail Federation Retail Monitor report, U.S. retail sales were up 5.76% in February 2026 compared to February 2025, and up 0.27% from January 2026. The report found that furniture store sales specifically increased just over 3% year-over-year, marking the second month of increases following a 2.39% jump in January. However, furniture sales declined 0.27% month-over-month, suggesting consumers were limiting additional purchases after the holiday season.

Why it matters

The retail sales data provides insight into consumer spending trends and the overall health of the economy. The furniture industry's performance is a key indicator, as furniture purchases are often discretionary and can reflect consumer confidence. The year-over-year increase despite a monthly decline suggests furniture sales may be stabilizing after a period of volatility.

The details

The CNBC/NRF Retail Monitor uses data from over 140 million credit and debit cards representing nearly 9 billion transactions totaling more than $500 billion in annual spending. The report found that while furniture store sales were up just over 3% year-over-year, they declined 0.27% month-over-month. This follows a 0.31% decline in January from December. The report attributes the monthly decline to consumers limiting additional purchases after the holiday season, even as year-over-year figures show an increase likely driven by higher prices due to added tariffs.

• The CNBC/NRF Retail Monitor report was released on March 13, 2026.
• Furniture store sales were up just over 3% in February 2026 compared to February 2025.
• Furniture store sales declined 0.27% in February 2026 compared to January 2026.