By Phil Wahba
NEW YORK (Reuters) - U.S. shoppers remained cautious in September, gravitating toward bargains as their confidence took a hit from political strife in Washington and slow job growth, just weeks ahead of the start of the holiday season.
A group of nine U.S. retailers, excluding drugstores, reported a 0.4 percent rise in September same-store sales, lower than the 3.1 percent growth analysts had expected, the Thomson Reuters same-store sales index showed.
Several apparel stores posted disappointing numbers.
L Brands Inc's
Same-store sales at Zumiez Inc
"The consumer is still buying but it's still the same story: the high end is holding up better than the lower end, where shoppers are more affected by different factors," said Michael Niemira, chief economist of the International Council of Shopping Centers, which projects same-store sales to rise about 4 percent in October.
Shoppers were lured by deals.
On Wednesday, warehouse chain Costco Wholesale Corp
During the summer, many shoppers shifted spending to items like cars and homes and away from clothes, hurting retailers that have a heavy presence in malls, such as the teen-focused retailers and department stores.
J.C. Penney Co Inc
Gap said in a recording that traffic deteriorated as September wore on.
Shares in L Brands, which forecast October same-store sales would rise by a low single-digit percentage, fell 4.1 percent.
'WE WILL FEEL IT'
Consumer confidence dropped in September on concerns about the short-term outlook for jobs and whether a slight improvement in the economy would keep its momentum, according to the U.S. Conference Board.
In September, consumers were also worried about the prospect of a partial U.S. government shutdown. Those concerns were realized on October 1 and the closure is now in its tenth day.
U.S. business leaders have expressed concern about the impact of the political deadlock, especially with the holiday season looming. Indeed, if the U.S. debt ceiling is not raised by an October 17 deadline, the United States - the world's biggest borrower - could default on some debt, with ramifications for markets and economies domestic and worldwide.
"If and when there's a default, we will feel that," Macy's Inc
U.S. Treasury Secretary Jack Lew said on Thursday the gridlock in Washington was hurting the U.S. economy and urged Congress to raise a cap on government borrowing to keep America from defaulting on its debt.
Later, Republicans in the House of Representatives unveiled a plan that would avert a looming U.S. default.
Last week, Rite Aid Corp
Including these two drugstore chains, Thomson Reuters same-store sales index rose 2.4 percent, less than the 4.5 percent forecast by analysts.
(Editing by Bernadette Baum and Richard Chang)