Restaurant and Bar Spending Outpaced Retail Sales in September
US consumer spending at restaurants and bars rose 8% year over year in September, according to UBS, citing government data. That beat overall retail growth.
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what happened
Consumer spending at restaurants and bars climbed 8% year over year in September, according to analysts at UBS, who cite government figures. The pace accelerated from August and topped the 6.8% rise in overall retail spending.
Restaurants took a slightly larger share of consumers' wallets, while their share of food spending edged lower as shoppers favored grocery stores. The UBS analysts expect restaurant demand and share-of-wallet trends to stay broadly consistent through the rest of 2026, supported by value offers, marketing and menu innovation. They noted that the macro backdrop "remains pressured."
why it matters
For investors, the data signals steady demand for restaurant and bar operators, though most of the recent growth has gone to grocery retail. Consumer spending figures like these also feed into views on the overall health of the US economy.
market impact
Restaurant sector and retail: steady demand supports revenue at restaurant chains.
tags
instruments
sources
- Consumer Spending at Restaurants, Bars Jumped Last Month — Market Talk, 19 October 2026 at 18:00 UTC
prepared by the newsmetry newsroom with ai assistance from the sources listed below. not investment advice.
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