Shoppers spent at a healthy pace in July, particularly at the nation’s auto dealerships, even as President Trump’s tariffs start to take a toll on jobs and lead to some price increases.

M/M to $726.3B vs. +0.6% consensus and +0.9% prior (revised from +0.6%), according to data released by the U.S. Census Bureau on Friday.

U.S. retail sales were up 5.89% in July as consumers opened up their wallets amid promotional sales from top retailers, according to the National Retail Federation’s (NRF) Retail Monitor.