National Retail Federation

Rule Changes

Opposing bans on data-driven pricing

The Federal Trade Commission ordered nine companies on Oct. 29 to hand over records showing whether they use personal data to set individual prices and pay. The recipients are Delta, United, JetBlue, Lyft, Uber, DoorDash, Instacart, Target and Walmart. Each has 45 days to describe the inputs, tools and procedures behind its pricing and compensation.

Updated Nov 1

Money Moves

As of May 2026: Tracking consumer sentiment-spending disconnect

American retail sales went nowhere in December, the weakest holiday shopping finish since 2018. The Commerce Department reported $735 billion in sales—unchanged from November—while economists expected 0.4% growth. Eight of thirteen retail categories declined, with furniture and auto sales hit hardest by tariff-driven price increases.

Updated May 27