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YOY (%) Change <br />CONSUMER <br />60.0% <br />50.0% <br />40.0% <br />30.0% <br />20.0% <br />10.0% <br />0.0% <br />Retail Sales YOY % Change <br />hui1iii1i111111111111•.....1•.1 an..1rr1r <br />90� F66 ' �� 6 9�' �'b ' ��' 6 ��' ' 6 -10 <br />)p �,l ,),1 ,� �� )) �Q �Q 'S cS <br />160 <br />140 <br />120 <br />100 <br />v <br />a) - 80 <br />x <br />-aa 60 <br />c <br />40 <br />20 <br />0 <br />C'MCHANDLER <br />ASSET MANAGEMENT <br />Consumer Confidence <br />SP S0 SP S0 SP SP SP SP SP SP SP <br />?c, ,o bo ,o ,off k, a1 a1 v� a� v, <br />S ? 9 .l a' S 9 l .3' S <br />Source: US Department of Commerce Source: The Conference Board <br />All time high is 144.70 (1/31/00); All time low is 25.30 (2/28/09) <br />Advance Retail Sales showed continued strength jumping 0.6% in August as July data was also revised up to 0.6% month -over -month. The <br />increase elevated retail sales to 5.0% on an annual basis after jumping 4.1% year -over -year in July. Back -to -school shopping was a likely <br />catalyst as online shopping, clothing, and sporting goods saw some of the largest increases. Control group sales, which feed into GDP, <br />also jumped 0.74% in August from the prior month. The Conference Board's Consumer Confidence Index fell to 94.2 in September from a <br />revised 97.8 in August, marking the lowest level since April 2025. Measures of current conditions and future expectations fell, signaling <br />weaker sentiment toward employment and income. Consumers have remained resilient, but rising debt burdens, higher delinquency rates, <br />lingering inflation worries, and emerging signs of labor market cooling could weigh on future spending. <br />14/73 <br />7 <br />