Retail Sales numbers released this morning were reasonably strong, up 1.1% for the month of September and 5.3% y/y. Sales at general merchandise stores stood out as a weak point though. General merchandise sales make up about 12.5% of the total and were down 1.1% year over year.
A summary of retail sales data and the categories that make up General Merchandise are below. Census doesn't break out specific businesses that make up each NAICS category, but it's probable that Walmart, Target and Costco would be included in the category.