Retail sales increased in April, led by online, consumer electronics stores and home improvement outlets.

Retail sales in April increased 0.3% seasonally adjusted over March and 3% unadjusted year-over-year, the National Retail Federation said on Friday. The number, which exclude automobiles, gasoline stations and restaurants, was below expectations.

When looking at business lines, performance in April was driven by online and other non-store retailers, electronics stores, and building materials and supplies. On a three-month moving average, retail sales have grown 2.6% year-over-year, according to the NRF.

“While the interplay between consumer confidence and spending is difficult to gauge, retail sales trends and recent consumer sentiment readings are consistent with a pickup in the pace of the economy in the coming months,” NRF chief economist Jack Kleinhenz said. “The housing recovery has been an important variable in consumers’ willingness…