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US personal spending rose 0.3% month-over-month in September 2025, an increase of $65.1 billion, according to delayed data. The result matched market expectations and followed a downwardly revised 0.5% gain in August. The bulk of September’s growth came from a $63.0 billion increase in services spending, led by housing and utilities ($15.4 billion), health care ($12.6 billion), financial services and insurance ($12.5 billion), food services and accommodations ($8.2 billion), and transportation services ($6.7 billion). Goods spending inched up by $2.1 billion, as a sharp rise in gasoline and other energy goods ($17.2 billion) outweighed declines in motor vehicles and parts (-$7.4 billion), recreational goods and vehicles (-$6.3 billion), and clothing and footwear (-$3.8 billion).