US retail sales saw their sharpest rise last month for nearly two years, with shoppers spending more on electronic goods, cars and petrol.
Sales rose by 1.1% in September, the US Commerce Department said, and August's increase was revised up to 1.2%.
The increases in both months were the largest rises seen since October 2010.
Sales in most major sectors increased. Electronic goods stores saw sales rise 4.5% in September, when Apple's latest iPhone was released.