Tolstoy tau sau tias txhua tsev neeg zoo siab zoo ib yam. Tib yam tuaj yeem hais txog cov khw muag khoom lag luam uas tsim nyog yuav tom qab kev muag khoom tshiab: Txhua tus yuav zoo li sidestep lub surge ntawm luv nqi ntawm cov khw muag khoom loj.
Cov khw muag khoom tam sim no tau txo qis qee cov khoom lag luam, tshwj xeeb yog cov ris tsho, teeb tawm kev txhawj xeeb rau kev lag luam. Cov kev txhawj xeeb no hnyav zuj zus thaum Lub Rau Hli 7, thaum Lub Hom Phiaj txo nws qhov kev kwv yees rau zaum ob hauv peb lub lis piam, hais txog qhov teeb meem.
Txawm li cas los xij, cov khw muag khoom xws li
Txuj Ci Chaw Ua Si thiab Sab Nraum Zoov
(ASO) tau pleev xim rau daim duab ci dua. Txawm tias Walmart tsis tau ceeb toom tias cov khoom muag yuav raug mob ntxiv. John Zolidis, tus thawj tswj hwm ntawm Quo Vadis Capital hais tias "Lub hom phiaj cov teeb meem yeej zoo li cov tuam txhab tshwj xeeb."
Qhov ntawd tsim ib lub sijhawm rau cov tub ua lag luam. Tab sis ua kom cov kev xaiv raug, lawv yuav tsum muaj kev ntxub ntxaug. Qee qhov sib koom ua ke, xws li
Kaw
's
(GPS), raug ntaus nrog qhov laj thawj zoo.
Tej zaum nws yuav ntxias tau zam lub sector tag nrho, muab mounting kev txhawj xeeb txog kev poob qis thiab qhov tseeb tias cov neeg siv khoom tau ntsib kev pheej hmoo siab nyiaj txiag. “Cov nyiaj hli nruab nrab yuav nce qeeb dua li tus nqi zaub mov, lub zog, thiab vaj tse; Cov neeg siv khoom yuav tsum tau rub rov qab rau qhov chaw, "hais tias Brian Frank, tus thawj coj ntawm cov peev nyiaj Frank Value. "Kuv ntshai tias tuaj yeem ua rau cov tuam txhab ua tau zoo dua."
Tab sis lub tswv yim zoo tshaj plaws yog nrhiav cov tuam txhab tiv thaiv uas tsis tau pom zoo li huab tais hauv nws cov khaub ncaws tshiab yog tias lawv tau txais cov qauv zam tsis raug.
Txuj Ci Chaw Ua Si thiab Sab Nraum Zoov
| Tuam Txhab / Ticker | Cov Nqe Tsis Ntev Los no | YTD Hloov | 12-Maj. Xa mus rau P/E | Kev Lag Luam Tus Nqi (bil) |
|---|
| Academy Sports & Sab nraum zoov / ASO | $38.22 | -12.9% | 5.3 | $3.3 |
Source: FactSet
Academy Cov Kev Ua Si thiab Sab Nraud tau xa cov nyiaj tau los hauv peb lub hlis twg muaj zog, thiab nws tsis tau ceev faj hauv nws qhov kev pom zoo li tus neeg sib tw loj dua
Dick Cov Khoom Ntaus Pob Ncaws Pob
(DKS). Academy Kev Ua Si, muaj nqis txog $ 3.3 nphom, kuj tau tshaj tawm cov phiaj xwm tshiab, $ 600 lab rov yuav khoom. Tag nrho cov paj tau cog lus tsawg dua li qhov xav tau, thiab tau pab los ntawm kev nthuav dav cov khoom lag luam. Kev tswj hwm hais tias nws tsis tau pom ib qho kev hloov pauv rau lub sijhawm ntawm nws txoj kev lag luam hauv lub quarter no - qhov zoo sib xws rau Target. CEO Ken Hicks qhia Barron tus tias Academy Sports tsis tau pom nws cov neeg siv khoom lag luam qis rau cov khoom pheej yig dua.
AutoZone
| Tuam Txhab / Ticker | Cov Nqe Tsis Ntev Los no | YTD Hloov | 12-Maj. Xa mus rau P/E | Kev Lag Luam Tus Nqi (bil) |
|---|
| AutoZone / AZO | $2,092.35 | -0.2% | 17.0 | $41.5 |
Source: FactSet
AutoZone
(AZO), lub khw muag khoom pib qhov chaw, yog ib qho ntawm cov khoom pheej yig tshaj plaws hauv pawg khw muag khoom; nws ua lag luam ntawm tsuas yog tshaj 17 lub sij hawm cia siab tias cov nyiaj tau los tom ntej. Cov tub lag luam tsheb-cov khoom lag luam zoo li tuav tau zoo thaum lub sijhawm kev lag luam nyuaj. Thaum cov neeg siv khoom tuaj yeem rub rov qab los ntawm mais uas tau tsav los ntawm cov nqi roj ntau dua, lwm yam kev muag khoom catalysts tuaj yeem cuam tshuam lub siab ntawd. Amelikas lub tsheb thauj neeg laus yog cov laus, tab sis tus nqi siab rau cov tsheb siv, ua ke nrog cov khoom siv hluav taws xob-chip tsis txaus uas tau txo qis cov qauv tshiab, tau thawb cov neeg tsav tsheb mus txuas ntxiv kho lawv lub tsheb, tshwj xeeb tshaj yog tias lawv txhawj xeeb txog kev lag luam.
Costco Lag luam
| Tuam Txhab / Ticker | Cov Nqe Tsis Ntev Los no | YTD Hloov | 12-Maj. Xa mus rau P/E | Kev Lag Luam Tus Nqi (bil) |
|---|
| Costco / COJ | $467.99 | -17.6% | 33.2 | $207.4 |
Source: FactSet
Costco Lag luam
(COST), tus yeej mus ntev, tau nce ntau hauv av tawm tsam nws cov neeg sib tw thoob plaws qhov kev sib kis. Lub tuam txhab tau txais cov qhab nia siab los ntawm cov neeg siv khoom thaum nws los txog rau tus nqi, qhov tseem ceeb uas tau dhau los ua qhov siab tshaj plaws ntawm lub siab vim tias kev nce nqi tseem nyob ruaj khov. Cov saw cov nqi ua tswv cuab muab me ntsis kev ruaj ntseg rau nws cov txiaj ntsig. Qhov tseeb, Costco yog tib tus neeg muag khoom megaretailer tseem muab cov kev hloov pauv txhua hli tib lub khw muag khoom, thiab cov no tau muaj zog tas li. Cov shares tsis pheej yig, tab sis cov tub ua lag luam tsis tau tos kom them tus nqi them rau lawv nyob rau xyoo tas los no.
Duas General
| Tuam Txhab / Ticker | Cov Nqe Tsis Ntev Los no | YTD Hloov | 12-Maj. Xa mus rau P/E | Kev Lag Luam Tus Nqi (bil) |
|---|
| Dollar General / DG | $233.73 | -0.9% | 19.7 | $53.1 |
Source: FactSet
Duas General
(DG) tau xa tawm thawj peb lub hlis twg muaj zog thiab qhov kev xav zoo siab thaum nws tau tshaj tawm cov txiaj ntsig lub hli dhau los, sib piv rau Walmart. Piv nrog rau cov khw muag khoom loj loj, tus nqi txo ntau lub khw muag khoom yuav nyob ze rau cov neeg tau txais txiaj ntsig qis dua uas yuav saib xyuas ntau npaum li cas lawv tsav tsheb, muab cov nqi roj siab. Dollar General tau ua strides nyob rau hauv cov cheeb tsam xws li cov khoom noj tshiab, thiab txawm hais tias nws yuav yog ib tug yeej ntawm cov neeg tau txais kev pab tam sim no trading down kom txuag tau nyiaj, nws cov ntaub ntawv mus sij hawm ntev qhia tau hais tias nws ua tau zoo nyob rau hauv lub sij hawm zoo, thiab.
tsev Depot
| Tuam Txhab / Ticker | Cov Nqe Tsis Ntev Los no | YTD Hloov | 12-Maj. Xa mus rau P/E | Kev Lag Luam Tus Nqi (bil) |
|---|
| Tsev Depot / HD | $297.53 | -28.3% | 17.6 | $305.8 |
Source: FactSet
tsev Depot
(HD) tau tshaj tawm qhov kev sib tw-thiab-nce lub quarter dhau los. Qhov ntawd qhia tau tias nws cov neeg siv khoom, tshwj xeeb tshaj yog kev tsim kho thiab kho dua tshiab cov kws tshaj lij ua haujlwm los ntawm cov lag luam loj, tseem siv nyiaj. Kev nce nqi paj tuaj yeem ua rau kev muag khoom hauv tsev, tshwj xeeb tshaj yog nyob rau hauv lub teeb ntawm cov nqi tsev siab, tab sis qhov ntawd tsis zoo rau Home Depot li nws tuaj yeem yog rau cov neeg tsim tsev. Qhov tseeb, kev lag luam tam sim no tuaj yeem thawb ntau tus tswv tsev - uas nyiam cov nyiaj tau los ntau dua li cov neeg xauj tsev thiab tsis tshua cuam tshuam los ntawm kev nce nqi - los kho lawv lub tsev, tsis yog tsiv mus.
Kaw
| Tuam Txhab / Ticker | Cov Nqe Tsis Ntev Los no | YTD Hloov | 12-Maj. Xa mus rau P/E | Kev Lag Luam Tus Nqi (bil) |
|---|
| Gap / GSP | $10.61 | -39.9% | 15.4 | $3.9 |
Source: FactSet
Gap shares tau poob, thiab tsis muaj cov cim qhia tias lawv yuav rov tshwm sim sai sai, xav txog lub tuam txhab kev muag khoom tsis muaj zog thiab cov txiaj ntsig zoo. Ntau yam zoo li Lub Hom Phiaj, Gap nyiam muag cov khaub ncaws yooj yim me ntsis, uas tsis zoo rau cov neeg siv khoom, thiab yog li tuaj yeem xav tias muaj zog ntxiv los txo nws cov khoom siv. Gap's Old Navy unit, yav tas los nws lub cav loj hlob, lub sijhawm no tab tom cuam tshuam nrog kev hloov pauv kev coj noj coj ua. Tsis tas li ntawd, thaum cov kab saum toj kawg nkaus tau tuav ntawm ntau lub khw muag khoom, Gap cov nyiaj tau los hauv nws thawj peb lub hlis twg, thiab lub tuam txhab tau txiav nws cov lus qhia txog nyiaj tau los rau tag nrho xyoo 2022.
Sau rau Teresa Rivas ntawm [email tiv thaiv]
