Table 1. ESTIMATED MONTHLY SALES AND INVENTORIES FOR MANUFACTURERS, RETAILERS, AND MERCHANT WHOLESALERS DATA MONTH 09 2009 -------------SALES------------- ----------INVENTORIES---------- INVENTORIES/SALES RATIOS Sep. 2009 Aug. 2009 Sep. 2008 Sep. 2009 Aug. 2009 Sep. 2008 Sep. 2009 Aug. 2009 Sep. 2008 (p) (r) (r) (p) (r) (r) ADJUSTED TOTAL BUSINESS 988,091 991,093 1,136,507 1,303,341 1,309,220 1,505,549 1.32 1.32 1.32 MANUFACTURERS 363,053 360,145 431,492 492,648 497,473 558,296 1.36 1.38 1.29 RETAILERS 304,849 312,879 327,651 432,971 430,601 502,635 1.42 1.38 1.53 MERCHANT WHOLESALERS 320,189 318,069 377,364 377,722 381,146 444,618 1.18 1.20 1.18 NOT ADJUSTED TOTAL BUSINESS 1,009,691 1,013,819 1,155,797 1,303,413 1,298,005 1,502,855 1.29 1.28 1.30 MANUFACTURERS 383,469 372,918 448,947 493,409 501,306 559,375 1.29 1.34 1.25 RETAILERS 293,349 320,197 315,534 433,314 419,107 500,695 1.48 1.31 1.59 MERCHANT WHOLESALERS 332,873 320,704 391,316 376,690 377,592 442,785 1.13 1.18 1.13 (p) preliminary. (r) revised. (r) Adjusted data were revised due to concurrent seasonal adjustment. No revisions were made to Not Adjusted data. Table 2. PERCENT CHANGES FOR SALES AND INVENTORIES - MANUFACTURERS, RETAILERS, AND MERCHANT WHOLESALERS DATA MONTH 09 2009 ADJUSTED NOT ADJUSTED --------------SALES--------------- -----------INVENTORIES------------ --------------SALES--------------- -----------INVENTORIES------------ Sep. 2009/ Aug. 2009/ Sep. 2009/ Sep. 2009/ Aug. 2009/ Sep. 2009/ Sep. 2009/ Aug. 2009/ Sep. 2009/ Sep. 2009/ Aug. 2009/ Sep. 2009/ Aug. 2009 Jul. 2009 Sep. 2008 Aug. 2009 Jul. 2009 Sep. 2008 Aug. 2009 Jul. 2009 Sep. 2008 Aug. 2009 Jul. 2009 Sep. 2008 TOTAL BUSINESS -0.3 1.1 -13.1 -0.4 -1.6 -13.4 -0.4 1.9 -12.6 0.4 -1.5 -13.3 MANUFACTURERS 0.8 -0.2 -15.9 -1.0 -0.9 -11.8 2.8 4.8 -14.6 -1.6 -0.5 -11.8 RETAILERS -2.6 2.8 -7.0 0.6 -2.6 -13.9 -8.4 1.8 -7.0 3.4 -2.2 -13.5 MERCHANT WHOLESALERS 0.7 1.1 -15.2 -0.9 -1.3 -15.0 3.8 -1.2 -14.9 -0.2 -1.9 -14.9 (p) preliminary. (r) revised. (r) Adjusted data were revised due to concurrent seasonal adjustment. No revisions were made to Not Adjusted data. Table 3. ESTIMATED MONTHLY RETAIL SALES, INVENTORIES, AND INVENTORIES/SALES RATIOS, BY KIND OF BUSINESS DATA MONTH 09 2009 -------------SALES------------- ----------INVENTORIES---------- PERCENT CHANGE IN INVENTORIES INVENTORIES/SALES RATIOS KIND OF BUSINESS Sep. 2009 Aug. 2009 Sep. 2008 Sep. 2009 Aug. 2009 Sep. 2008 Sep. 2009/ Aug. 2009/ Sep. 2009/ (p) (r) (r) (p) (r) (r) Aug. 2009 Jul. 2009 Sep. 2008 Sep. 2009 Aug. 2009 Sep. 2008 ADJUSTED 44,45 RETAIL TRADE, TOTAL 304,849 312,879 327,651 432,971 430,601 502,635 0.6 -2.6 -13.9 1.42 1.38 1.53 44,45-441 TOTAL EXCL. MOTOR VEHICLE AND PARTS DEALERS 249,875 248,740 265,553 320,376 322,165 346,378 -0.6 -0.7 -7.5 1.28 1.30 1.30 441 MOTOR VEHICLE AND PARTS DEALERS 54,974 64,139 62,098 112,595 108,436 156,257 3.8 -8.0 -27.9 2.05 1.69 2.52 442,443 FURNITURE,HOME FURN.,ELECTRONICS, APPL.STORES 16,155 16,012 17,506 29,067 29,049 33,223 0.1 -0.1 -12.5 1.80 1.81 1.90 444 BUILDING MATL. & GARDEN EQUIPMENT & SUPPLY STORES 23,116 23,249 26,726 46,448 46,503 51,354 -0.1 -0.6 -9.6 2.01 2.00 1.92 445 FOOD AND BEVERAGE STORES 49,516 49,222 49,453 38,003 37,862 37,682 0.4 -0.5 0.9 0.77 0.77 0.76 448 CLOTHING AND ACCESSORY STORES 17,577 17,465 17,639 42,337 43,064 47,467 -1.7 -1.2 -10.8 2.41 2.47 2.69 452 GENERAL MERCHANDISE 49,567 49,407 49,672 70,717 71,013 75,437 -0.4 -0.9 -6.3 1.43 1.44 1.52 4521 DEPARTMENT STORES (EXCL. LEASED DEPTS.) 15,557 15,584 16,286 32,360 32,496 35,426 -0.4 -0.2 -8.7 2.08 2.09 2.18 NOT ADJUSTED 44,45 RETAIL TRADE, TOTAL 293,349 320,197 315,534 433,314 419,107 500,695 3.4 -2.2 -13.5 1.48 1.31 1.59 44,45-441 TOTAL EXCL. MOTOR VEHICLE AND PARTS DEALERS 239,134 251,542 254,206 327,480 318,221 354,291 2.9 0.3 -7.6 1.37 1.27 1.39 441 MOTOR VEHICLE AND PARTS DEALERS 54,215 68,655 61,328 105,834 100,886 146,404 4.9 -9.6 -27.7 1.95 1.47 2.39 442,443 FURNITURE,HOME FURN.,ELECTRONICS, APPL.STORES 15,319 16,119 16,564 29,416 28,410 33,588 3.5 -0.4 -12.4 1.92 1.76 2.03 444 BUILDING MATL. & GARDEN EQUIPMENT & SUPPLY STORES 23,208 23,415 26,895 45,333 45,573 50,173 -0.5 -0.8 -9.6 1.95 1.95 1.87 445 FOOD AND BEVERAGE STORES 48,022 49,727 47,664 37,839 37,061 37,525 2.1 -0.6 0.8 0.79 0.75 0.79 448 CLOTHING AND ACCESSORY STORES 15,954 17,971 15,929 44,835 43,581 50,315 2.9 1.9 -10.9 2.81 2.43 3.16 452 GENERAL MERCHANDISE 44,472 49,186 44,179 74,554 69,005 79,546 8.0 1.2 -6.3 1.68 1.40 1.80 4521 DEPARTMENT STORES (EXCL. LEASED DEPTS.) 13,539 15,441 13,958 35,046 31,489 38,295 11.3 2.6 -8.5 2.59 2.04 2.74 (p) preliminary. (r) revised. (r) Adjusted data were revised due to concurrent seasonal adjustment. No revisions were made to Not Adjusted data. Table 4. ADJUSTED MTIS DOLLAR AND PERCENT CHANGES DATA MONTH 09 2009 C1 C2 C3 C4 C5 C6 ----------DOLLAR CHANGES----------- ----------PERCENT CHANGES---------- CMCY-PMCY PMCY-(PM-1)CY CMCY-CMPY CMCY/PMCY PMCY/(PM-1)CY CMCY/CMPY SALES TOTAL BUSINESS -3,002 10,983 -148416 -0.3 1.1 -13.1 MANUFACTURERS 2,908 360,145 -68,439 0.8 0.0 -15.9 RETAILERS -8,030 8,429 -22,802 -2.6 2.8 -7.0 MERCHANT WHOLESALERS 2,120 3,360 -57,175 0.7 1.1 -15.2 INVENTORY TOTAL BUSINESS -5,879 -21,526 -202208 -0.4 -1.6 -13.4 MANUFACTURERS -4,825 -4,701 -65,648 -1.0 -0.9 -11.8 RETAILERS 2,370 -11,641 -69,664 0.6 -2.6 -13.9 MERCHANT WHOLESALERS -3,424 -5,184 -66,896 -0.9 -1.3 -15.0 Legend: (P)=Preliminary (F)=Final CM=Current Month PM=Previous Month CY=Current Year PY=Previous Year CM/PM=Current Month to Previous Month PM/PM-1=Previous Month to Previous Month minus one Table 5. PM REVISIONS PRELIMINARY TO FINAL DATA MONTH 09 2009 C1 C2 C3 C4 C5 C6 ------------UNADJUSTED------------- -------------ADJUSTED-------------- PM (P) PM(F)-PM(P) PM(F)/PM(P) PM (P) PM(F)-PM(P) PM(F)/PM(P) $ CHANGE % CHANGE $ CHANGE % CHANGE SALES TOTAL BUSINESS 1,014,806 -987 -0.10 989,551 1,542 0.16 MANUFACTURERS 373,281 -363 -0.10 360,043 102 0.03 RETAILERS 320,519 -322 -0.10 311,611 1,268 0.41 MERCHANT WHOLESALERS 321,006 -302 -0.09 317,897 172 0.05 INVENTORY TOTAL BUSINESS 1,299,440 -1,435 -0.11 1,311,437 -2,217 -0.17 MANUFACTURERS 501,708 -402 -0.08 498,238 -765 -0.15 RETAILERS 420,303 -1,196 -0.28 431,961 -1,360 -0.31 MERCHANT WHOLESALERS 377,429 163 0.04 381,238 -92 -0.02 Legend: (P)=Preliminary (F)=Final CM=Current Month PM=Previous Month CY=Current Year PY=Previous Year CM/PM=Current Month to Previous Month PM/PM-1=Previous Month to Previous Month minus one Last Revised: November 16, 2009