November's retail picture? Surprisingly strong. Year-over-year growth hit 3.3%, and the breakdown tells you everything. Clothing drove momentum online with a 7.5% surge—people are spending. Beauty had legs. Restaurants packed them in. Even gas station sales climbed. These aren't isolated pops either; they're across categories, suggesting consumer resilience remains intact heading into year-end. When Main Street spends like this, it ripples through everything.