Table 1. ESTIMATED MONTHLY SALES AND INVENTORIES FOR MANUFACTURERS, RETAILERS, AND MERCHANT WHOLESALERS DATA MONTH 08 2009 -------------SALES------------- ----------INVENTORIES---------- INVENTORIES/SALES RATIOS Aug. 2009 Jul. 2009 Aug. 2008 Aug. 2009 Jul. 2009 Aug. 2008 Aug. 2009 Jul. 2009 Aug. 2008 (p) (r) (r) (p) (r) (r) (p) (r) (r) ADJUSTED TOTAL BUSINESS 989,551 980,110 1,164,908 1,311,437 1,330,746 1,512,798 1.33 1.36 1.30 MANUFACTURERS 360,043 360,951 445,455 498,238 502,174 562,781 1.38 1.39 1.26 RETAILERS 311,611 304,450 333,356 431,961 442,242 503,144 1.39 1.45 1.51 MERCHANT WHOLESALERS 317,897 314,709 386,097 381,238 386,330 446,873 1.20 1.23 1.16 NOT ADJUSTED TOTAL BUSINESS 1,014,806 995,040 1,192,803 1,299,440 1,317,677 1,496,362 1.28 1.32 1.25 MANUFACTURERS 373,281 355,856 456,897 501,708 503,996 567,598 1.34 1.42 1.24 RETAILERS 320,519 314,603 344,528 420,303 428,736 487,625 1.31 1.36 1.42 MERCHANT WHOLESALERS 321,006 324,581 391,378 377,429 384,945 441,139 1.18 1.19 1.13 (p) preliminary. (r) revised. Table 2. PERCENT CHANGES FOR SALES AND INVENTORIES - MANUFACTURERS, RETAILERS, AND MERCHANT WHOLESALERS DATA MONTH 08 2009 ADJUSTED NOT ADJUSTED --------------SALES--------------- -----------INVENTORIES------------ --------------SALES--------------- -----------INVENTORIES------------ Aug. 2009/ Jul. 2009/ Aug. 2009/ Aug. 2009/ Jul. 2009/ Aug. 2009/ Aug. 2009/ Jul. 2009/ Aug. 2009/ Aug. 2009/ Jul. 2009/ Aug. 2009/ Jul. 2009 Jun. 2009 Aug. 2008 Jul. 2009 Jun. 2009 Aug. 2008 Jul. 2009 Jun. 2009 Aug. 2008 Jul. 2009 Jun. 2009 Aug. 2008 TOTAL BUSINESS 1.0 0.3 -15.1 -1.5 -1.1 -13.3 2.0 -3.4 -14.9 -1.4 -1.0 -13.2 MANUFACTURERS -0.3 0.3 -19.2 -0.8 -0.9 -11.5 4.9 -7.4 -18.3 -0.5 0.2 -11.6 RETAILERS 2.4 -0.1 -6.5 -2.3 -1.0 -14.1 1.9 0.7 -7.0 -2.0 -2.2 -13.8 MERCHANT WHOLESALERS 1.0 0.6 -17.7 -1.3 -1.6 -14.7 -1.1 -2.5 -18.0 -2.0 -1.1 -14.4 (p) preliminary. (r) revised. Table 3. ESTIMATED MONTHLY RETAIL SALES, INVENTORIES, AND INVENTORIES/SALES RATIOS, BY KIND OF BUSINESS DATA MONTH 08 2009 -------------SALES------------- ----------INVENTORIES---------- PERCENT CHANGE IN INVENTORIES INVENTORIES/SALES RATIOS KIND OF BUSINESS Aug. 2009 Jul. 2009 Aug. 2008 Aug. 2009 Jul. 2009 Aug. 2008 Aug. 2009/ Jul. 2009/ Aug. 2009/ (p) (r) (r) (p) (r) (r) Jul. 2009 Jun. 2009 Aug. 2008 Aug. 2009 Jul. 2009 Aug. 2008 ADJUSTED 44,45 RETAIL TRADE, TOTAL 311,611 304,450 333,356 431,961 442,242 503,144 -2.3 -1.0 -14.1 1.39 1.45 1.51 44,45-441 TOTAL EXCL. MOTOR VEHICLE AND PARTS DEALERS 248,846 246,231 268,545 323,403 324,320 345,638 -0.3 -0.5 -6.4 1.30 1.32 1.29 441 MOTOR VEHICLE AND PARTS DEALERS 62,765 58,219 64,811 108,558 117,922 157,506 -7.9 -2.3 -31.1 1.73 2.03 2.43 442,443 FURNITURE,HOME FURN.,ELECTRONICS, APPL.STORES 16,004 16,023 18,047 29,065 29,083 33,143 -0.1 -1.0 -12.3 1.82 1.82 1.84 444 BUILDING MATL. & GARDEN EQUIPMENT & SUPPLY STORES 23,399 23,679 27,113 46,503 46,766 51,096 -0.6 -1.3 -9.0 1.99 1.97 1.88 445 FOOD AND BEVERAGE STORES 49,324 48,949 49,749 38,000 38,038 37,401 -0.1 0.2 1.6 0.77 0.78 0.75 448 CLOTHING AND ACCESSORY STORES 17,392 17,208 18,443 43,211 43,573 47,343 -0.8 -1.2 -8.7 2.48 2.53 2.57 452 GENERAL MERCHANDISE 49,573 48,966 50,076 71,811 71,653 74,904 0.2 -0.3 -4.1 1.45 1.46 1.50 4521 DEPARTMENT STORES (EXCL. LEASED DEPTS.) 15,592 15,419 16,571 32,515 32,575 35,268 -0.2 -0.8 -7.8 2.09 2.11 2.13 NOT ADJUSTED 44,45 RETAIL TRADE, TOTAL 320,519 314,603 344,528 420,303 428,736 487,625 -2.0 -2.2 -13.8 1.31 1.36 1.42 44,45-441 TOTAL EXCL. MOTOR VEHICLE AND PARTS DEALERS 251,965 249,752 274,036 319,275 317,132 341,361 0.7 -0.2 -6.5 1.27 1.27 1.25 441 MOTOR VEHICLE AND PARTS DEALERS 68,554 64,851 70,492 101,028 111,604 146,264 -9.5 -7.7 -30.9 1.47 1.72 2.07 442,443 FURNITURE,HOME FURN.,ELECTRONICS, APPL.STORES 16,142 15,756 18,342 28,426 28,530 32,414 -0.4 -0.3 -12.3 1.76 1.81 1.77 444 BUILDING MATL. & GARDEN EQUIPMENT & SUPPLY STORES 23,407 26,261 27,185 45,573 45,924 50,125 -0.8 -3.5 -9.1 1.95 1.75 1.84 445 FOOD AND BEVERAGE STORES 49,884 50,823 50,775 37,241 37,279 36,690 -0.1 -0.9 1.5 0.75 0.73 0.72 448 CLOTHING AND ACCESSORY STORES 17,937 16,324 19,049 43,513 42,789 47,769 1.7 0.6 -8.9 2.43 2.62 2.51 452 GENERAL MERCHANDISE 49,437 47,336 50,374 69,932 68,201 72,899 2.5 -0.2 -4.1 1.41 1.44 1.45 4521 DEPARTMENT STORES (EXCL. LEASED DEPTS.) 15,442 14,177 16,507 31,540 30,686 34,175 2.8 0.2 -7.7 2.04 2.16 2.07 (p) preliminary. (r) revised. Table 4. ADJUSTED MTIS DOLLAR AND PERCENT CHANGES DATA MONTH 08 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 9,441 2,513 -175357 1.0 0.3 -15.1 MANUFACTURERS -908 360,951 -85,412 -0.3 0.0 -19.2 RETAILERS 7,161 -278 -21,745 2.4 -0.1 -6.5 MERCHANT WHOLESALERS 3,188 1,768 -68,200 1.0 0.6 -17.7 INVENTORY TOTAL BUSINESS -19,309 -15,142 -201361 -1.5 -1.1 -13.3 MANUFACTURERS -3,936 -4,596 -64,543 -0.8 -0.9 -11.5 RETAILERS -10,281 -4,383 -71,183 -2.3 -1.0 -14.1 MERCHANT WHOLESALERS -5,092 -6,163 -65,635 -1.3 -1.6 -14.7 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 08 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 994,748 292 0.03 978,430 1,680 0.17 MANUFACTURERS 355,321 535 0.15 359,749 1,202 0.33 RETAILERS 314,640 -37 -0.01 304,159 291 0.10 MERCHANT WHOLESALERS 324,787 -206 -0.06 314,522 187 0.06 INVENTORY TOTAL BUSINESS 1,318,371 -694 -0.05 1,332,543 -1,797 -0.13 MANUFACTURERS 504,958 -962 -0.19 503,123 -949 -0.19 RETAILERS 428,273 463 0.11 442,229 13 0.00 MERCHANT WHOLESALERS 385,140 -195 -0.05 387,191 -861 -0.22 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 October 14, 2009