American Eagle koom nrog cov npe ntawm cov khw muag khaub ncaws uas qhia txog cov nyiaj tau los tsis zoo

American dav dawb hau Lub lim tiam no tau koom nrog cov npe ntawm cov khw muag khaub ncaws tshaj tawm cov nyiaj tau los tsis txaus ntseeg vim tias kev lag luam ua haujlwm los txheeb xyuas cov khoom uas tib neeg xav tawm los ntawm kev sib kis, thaum tseem tab tom ntsib kev xav tau softening raws li kev nce nqi nyiaj txiag.

Txhawm rau tshem tawm cov khoom tawm ntawm lub txee rau lub sijhawm no, cov khw muag khoom suav nrog Macy's thiab Nordstrom tau tig mus rau cov cim uas tau txiav rau cov txiaj ntsig.

ntsig txog kev nqis peev xov xwm

Procter & Gamble CFO rov hais dua rau kev taw qhia pem hauv ntej txawm tias muaj kev ntshai ntawm kev poob qis

Jeffries tus kws tshuaj ntsuam Corey Tarlowe hais rau CNBC "Qhov chaw muag khoom tsis zoo nkauj," “Cov khoom lag luam tau nce siab. Muaj ntau lab nyiaj daus las ntawm cov khoom muag khaub ncaws ntau tshaj uas tau ntab tawm nyob ib puag ncig tam sim no, thiab qhov ntawd yog qhov teeb meem. "

Hnub Wednesday, American Eagle tau hais tias nws tau ncua nws cov nyiaj faib tawm tom qab kev muag khoom sib piv hauv lub quarter dhau los poob 6% ntawm ib xyoos dhau los. Tus Thawj Saib Xyuas Haujlwm Mike Mathias tau taw qhia rau "kev xav tau qeeb" los ntawm kev lag luam macroeconomic ib puag ncig. Jen Foyle, tus thawj coj ntawm tuam txhab muag khoom, tau hais tias American Eagle qhov tseem ceeb yog "kho peb cov khoom lag luam thiab cov khoom tsim muaj cai."

Qhov xav tau rau markdowns txav cov khoom muag ua rau American Eagle cov kab hauv qab, nrog rau cov tuam txhab tshaj tawm cov nyiaj tau los ntawm 4 xees ib feem rau lub quarter kawg ntawm Lub Xya Hli 30. Qhov ntawd poob qis ntawm 13 xees ib feem xav tau los ntawm cov kws tshuaj ntsuam.

Hnub Thursday, Nordstrom Tus Thawj Saib Xyuas Nyiaj Txiag Anne Bramman kuj tau hais hauv Goldman Sachs Lub Rooj Sib Tham Thoob Ntiaj Teb Retailing hais tias kev txo nqi tau "ntau dua" ntau dua li lub tuam txhab xav tau thiab nws tuaj yeem "khiav ob peb lub hlis twg" los kho kom raug. Tus neeg teb xov tooj lub khw muag khoom hauv lub Yim Hli tau tshaj tawm kev muag khoom muaj zog rau nws lub quarter thib ob, tab sis txo nws cov kev kwv yees nyiaj txiag rau lub xyoo los ntawm glut ntawm cov khoom muag thiab qeeb xav tau tom qab lub quarter.

Rival Macy lub hli dhau los kuj tau txo nws cov nyiaj tau los thiab cov nyiaj tau los kwv yees rau lub xyoo, nrog Tus Thawj Saib Xyuas Nyiaj Txiag Adrian Mitchell tau ceeb toom "kev muag khaub ncaws poob qis tshaj lub quarter raws li cov neeg siv khoom ntsib tus nqi siab dua ntawm cov khoom tseem ceeb, tshwj xeeb yog khoom noj khoom haus. Nyob rau hnub Thursday lub rooj sib tham Goldman, Mitchell tau hais tias lub tuam txhab tau "nrhiav cov cim tsim nyog" los pab kom meej cov khoom muag.

Lwm cov khw muag khoom suav nrog Wal-Mart, Target, Kaw thiab Kohl tus tau ntsib teeb meem zoo sib xws nrog cov khoom lag luam bloated. Lub hom phiaj tau hais txog nws qhov kev txo qis qis kom tshem tawm cov khoom muag ntau dhau thaum nws tau tshaj tawm txog 90% poob ntawm cov txiaj ntsig peb lub hlis twg hauv lub Yim Hli. Tus Thawj Saib Xyuas Nyiaj Txiag Michael Fiddelke tau hais tias muaj "qhov muag muag" hauv cov khaub ncaws thiab lwm yam kev txiav txim siab.

Kev ceeb toom rau cov neeg siv khoom lag luam nyiaj txiag ceev faj, Wal-Mart ua haujlwm zoo li txhoj puab heev markdowns txav cov khoom xws li khaub ncaws tawm ntawm lub khw muag khoom, uas ua rau muaj kev txiav txim siab tseem ceeb hauv cov nyiaj tau los.

Gap thiab Kohl's, lub sijhawm no, tab tom nrhiav kom tsis txhob muaj qee qhov cim tseg nrog "pob-thiab-tuav" lub tswv yim rau qee yam khoom, uas tso cai rau lawv khaws cov khoom muag ntau dhau mus txog thaum qhov kev thov nce.

Los ntawm 2023, Tarlowe tus kws tshuaj ntsuam tau hais tias cov khw muag khoom yuav tuaj yeem hloov kho sai dua rau kev thov raws li cov khoom siv sib xyaw ua haujlwm. Tab sis rau tam sim no, nws tau hais tias cov tuam txhab tau tawm tsam los kho lawv cov khoom.

"Txhua yam khoom lag luam uas tau pib xaj kom muag muag thiab xis nyob tam sim no los rau hauv. Cov khw muag khoom no tau daig nrog nws. Lawv raug yuam kom tshem tawm. Nws tsis yog nyob rau hauv pawg zoo, "Tarlowe hais.