Is the U.S. in the middle of a shoplifting wave? Target and other retail chains have warned of widespread theft. News outlets have amplified the story. On social media, people have posted videos of thieves looting stores.

But the increase in shoplifting appears to be limited to a few cities, rather than being truly national. In most of the country, retail theft has been lower this year than it was a few years ago, according to police data. There are some exceptions, particularly New York City, where shoplifting has spiked. But outside New York, shoplifting incidents in major cities have fallen 7 percent since 2019, before the Covid pandemic.

Why has the issue nonetheless received so much attention? Today’s newsletter tries to answer that question while taking a deeper look at recent shoplifting trends.

The various sources of crime data — from government agencies and private groups — tell a consistent story. Retail theft has not spiked nationwide in the past several years. If anything, it appears less common in most of the country than it was before the pandemic.