Cov khaub ncaws kim txawm tias cov khw muag khoom sim tshem cov khoom muag

Cov khoom lag luam ntau dhau tau racked hauv ntau cov khw muag khoom 'warehouses thiab khw muag khoom. Tab sis cov neeg yuav khoom tseem tau them nyiaj ntau dua thaum lawv hloov kho lub txee dai khaub ncaws.

Apparel nqi nce 0.8% nyob rau lub Rau Hli piv rau lub Tsib Hlis, thiab 5.2% xyoo dhau los, raws li lub Bureau of Labor Statistics' Tus neeg siv khoom tus nqi ntsuas hnub Wednesday. Zuag qhia tag nrho, qhov ntsuas kev nce nqi, uas suav nrog cov khoom siv niaj hnub xws li zaub mov thiab roj, sawv siab tshaj qhov kev cia siab 9.1% los ntawm ib xyoo dhau los.

Cov ris tsho hnav ris tsho yog lwm qhov sib xyaw ua ke raws li cov kws lag luam thiab cov neeg saib xyuas kev lag luam sim ntsuas lub zog ntawm cov neeg siv khoom thiab Asmeskas kev lag luam. Hauv lub asthiv tsis ntev los no, ntau lub tuam txhab tseem ceeb thiab cov tub ua lag luam tau ceeb toom txog kev poob nyiaj txiag. Cov khw muag khoom, suav nrog Target, Kaw thiab Walmart, tshaj tawm npaj rau ntau markdowns kom tshem tawm cov khoom tsis xav tau. Cov kev txav tau xav tias yuav yog deflationary.

Txawm li cas los xij, kev muag khaub ncaws thiab tus nqi - tsawg kawg txog tam sim no - tau nce qib xyoo tas los. Kev ua lag luam tseem muaj zog, ib yam nkaus: Cov haujlwm tshaj tawm rau lub Rau Hli tiv thaiv kev poob nyiaj txiag ntshai, vim tias tus nqi poob haujlwm tseem tsis hloov pauv thiab cov nyiaj them poob haujlwm yeej qhov kev cia siab.

Kristen Classi-Zummo, tus kws tshuaj ntsuam xyuas kev lag luam hais tias "Nws yog txhua yam txog kev paub dhau los," said Kristen Classi-Zummo, tus kws tshuaj ntsuam xyuas kev lag luam uas npog cov khaub ncaws zam rau NPD Group. "Kev rov qab mus rau qhov rov qab tawm yog qhov uas ua rau kev loj hlob ntawm khaub ncaws. Qhov kev sim rov tshwm sim no uas peb tseem tsis tau pom tag nrho xyoo tas los. "

Qee cov khw muag khoom tau tshaj tawm tias, thiab. Levi Strauss & Co.'s Cov nyiaj tau los loj hlob 15% ib xyoos dhau ib xyoos rau lub quarter xaus rau lub Tsib Hlis 29. Tsis tau nws cov khoom muaj nqis, uas tsav ib qho me me ntawm lub tuam txhab kev muag khoom tag nrho thiab muag los ntawm Walmart, Target thiab Amazon, pom ib nrab-tus lej poob qis los ntawm ib xyoos dhau los, CEO Chip Bergh. hais.

Walmart pom kev sib cais hauv nws cov khaub ncaws qeb, ib yam nkaus. Nws aggressively cim cia ib co ntawm nws cov khaub ncaws Nyob rau hauv thawj peb lub hlis twg ntawm kev siv nyiaj txiag, raws li cov neeg yuav khoom tau rub rov qab los ntawm cov khoom muag. Txawm li cas los xij, lub tuam txhab tus thawj coj muag khoom, Charles Redfield, tau hais rau CNBC thaum ntxov Lub Rau Hli tias cov saw hlau loj tsis tuaj yeem ua raws li qhov kev thov rau nws cov khoom lag luam ntau dua thiab cov nqi siab dua, xws li sundresses thiab tops los ntawm Scoop.

Kev muag khaub ncaws hauv Asmeskas tau nce 5% xyoo dhau los rau lub sijhawm txij lub Ib Hlis mus txog Lub Tsib Hlis, thiab nce 13% piv rau tib lub sijhawm hauv kev sib kis ua ntej 2019, raws li NPD, lub tuam txhab tshawb fawb kev lag luam.

Kev hnav khaub ncaws zoo, tshwj xeeb, tau rov tuaj dua thaum cov neeg Asmeskas mus rau kev ua tshoob lossis siv sijhawm ntau rov qab los ntawm chaw ua haujlwm, nws hais. Thaum yuav khoom rau lub sijhawm ntawd, qee cov neeg siv khoom txaus siab caij nplooj ntoos hlav rau cov khoom uas tsis muag.

Kev muag khoom ntawm cov poj niam hnav khaub ncaws loj hlob los ntawm 42% xyoo dhau los ntawm lub Ib Hlis Ntuj txog Lub Tsib Hlis, raws li NPD. Qhov ntawd kuj yog 14% siab dua xyoo 2019, ua ntej muaj kev sib kis.   

Qhov kev hloov pauv hauv cov neeg siv khoom nyiam tau ua rau cov neeg muag khoom ua rau cov khoom tsis raug. Gap, uas tshaj tawm lub lim tiam no CEO Sonia Syngal tso tawm, tau hais nyob rau hauv nws cov ntaub ntawv nyiaj tau los tsis ntev los no uas cov neeg siv khoom tsis xav tau lub tuam txhab Muaj ntau ntau yam hoodies thiab active khaub ncaws. Nws kuj muaj qhov tsis sib xws ntawm qhov ntau thiab tsawg ntawm cov neeg yuav khoom, raws li nws ua rau thawb mus rau qhov loj ntxiv.

Abercrombie & Fitch thiab American dav dawb hau Outfitters ob qho tib si tau tshaj tawm qhov dhia dhia hauv cov khoom lag luam, nce 45% thiab 46%, feem, los ntawm ib xyoos dhau los los ntawm kev sib xyaw ntawm cov khoom tsis muag thiab cov khoom xa tawm qeeb.

Feem ntau, ntau cov khoom muag ua rau muaj kev nce qib ntawm kev muag khoom ntau dua - qee yam uas twb tau ua si ntawm Walmart thiab Target, tsis yog hauv khaub ncaws, tab sis kuj nyob rau hauv lwm yam xws li cov khoom hauv tsev. Lub Rau Hli tus lej muag khoom muag, lwm qhov ntsuas kev lag luam ze ze, yuav raug tshaj tawm los ntawm Lub Tsev Haujlwm Saib Xyuas Kev Lag Luam rau hnub Friday.

Khaub ncaws yog qhia ib co cov cim qhia ntawm kev thim rov qab, txawm li cas los xij. Raws li cov khaub ncaws muag khoom nce los ntawm cov nyiaj daus las, cov units tau poob txog 8% piv rau tib lub sijhawm xyoo dhau los, raws li NPD - ib yam dab tsi uas tuaj yeem cuam tshuam kev muag khoom dhau sijhawm.

Kev tshawb fawb los ntawm lub tuam txhab tshawb fawb txog kev ncaj ncees Jefferies thaum Lub Rau Hli pom tias kwv yees li 35% ntawm cov neeg siv khoom npaj los yog tam sim no yuav cov khaub ncaws tsawg.

Muaj kev sib cais ntawm cov neeg siv khoom hauv kev soj ntsuam, ib yam nkaus. Cov uas tau txais $ 100,000 lossis ntau dua ib xyoos tau hais tias lawv tau npaj los lossis tam sim no siv nyiaj tsawg dua rau cov kev pabcuam, xws li tsev noj mov thiab mus ncig. Cov uas tau nyiaj qis dua tau tshaj tawm tias lawv twb tau txiav rov qab rau cov khaub ncaws thiab khoom noj.

Ib xyoos dhau los, cov khw muag khaub ncaws muaj ntau yam uas ua rau ua haujlwm rau lawv qhov kev nyiam. Cov neeg Amelikas tau txais nyiaj ntxiv los ntawm kev txheeb xyuas kev txhawb nqa. Qee tus tseem tau ceev faj txog kev siv cov nyiaj no rau kev mus ncig loj dua, noj mov lossis lwm yam kev pabcuam vim yog Covid kev txhawj xeeb. Supply chain snarls txwv cov khoom lag luam qib.

Cov khw muag khoom muaj lub sijhawm "rov pib dua" thiab rhuav tshem "kev muag khoom tsis zoo," Classi-Zummo tau hais. Qhov ntawd tau ua rau cov neeg muag khoom muag ntau cov khaub ncaws ntawm tus nqi tag nrho.

Tam sim no, nws tau hais tias, cov khw muag khoom hnav khaub ncaws yuav tsum dhau ntawm lawv cov nqi ntau dua - xws li tus nqi siab dua rau cov khoom siv los ua khaub ncaws lossis roj uas xav tau los thauj nws. Qhov ntawd tau tsav tus nqi cim npe ntawm lub tsho, hnav khaub ncaws thiab lwm yam.

Cov neeg lag luam tau nyiaj ntau dua tau pab txhawb kev muag khaub ncaws, vim lawv tseem muaj txoj hauv kev thiab txaus siab them rau cov khoom lag luam pricier thiab cov khaub ncaws muag muag tag nrho. Qhov ntawd tuaj yeem piav qhia qee qhov kev nce nqi ntawm cov ris tsho, Classi-Zummo tau hais.

Piv txwv li, kev muag khoom swimwear tag nrho tau poob qis tom qab nce xyoo tas los. Tab sis xyoo no, qhov loj hlob sai tshaj plaws yog swimwear tus nqi ntawm $ 100 thiab tshaj. Swimwear tus nqi qis dua $ 70 yog tsav lub xyoo dhau ib xyoo poob, NPD pom.

Nws tau hais tias "Muaj me ntsis ntawm zaj dab neeg ntawm ob tus neeg siv khoom," nws hais. "Ib tus neeg tau txais txiaj ntsig hauv tsev neeg tau nyiaj tsawg yuav xav txog ob zaug txog kev yuav khaub ncaws, txawm tias nws muag lossis tsis tau. Cov neeg tau txais txiaj ntsig ntau dua tseem tsis tau cuam tshuam - lawv tseem tab tom yuav ntawm tus nqi siab dua. Kev ua lag luam khoom kim heev tseem tau raug hluav taws. "

—CNBC's Lauren Thomas pab txhawb rau qhov kev qhia no