Thaum tus so ntawm cov khw muag khoom pib tawg nyob rau hauv qhov hnyav ntawm cov neeg siv khoom rub rov qab, Costco tau ua pov thawj tias yog lub teeb ci ntsa iab hauv cua daj cua dub tam sim no.
Pros hais tias Costco tab tom tau txais kev sib koom ua lag luam tam sim no raws li cov neeg yuav khoom sib sau ua ke mus ncig thiab nrhiav kev txuag nyiaj ntau hauv kev yuav khoom thaum lub sijhawm. kev nce nqi siab. Costco tab tom ua nws txoj haujlwm los pub cov ntawv thesis.
Hnub Thursday, cov khw muag khoom hauv khw tau hais tias Lub Rau Hli tib lub khw muag khoom - tsis suav nrog kev muag roj - tau nce 13%. Cov khw muag khoom tau nce 10.2% xyoo dhau los thiab "core" Asmeskas kev muag khoom tau nce 13.2% thaum e-lag luam muag khoom nce 13%.
Zuag qhia tag nrho, Costco notched kev muag khoom nce nyob rau hauv tag nrho nws cov chaw muag khoom, coj los ntawm ib nrab-cov hluas feem pua nce hauv nws cov lag luam khoom noj.
Jefferies tus kws tshuaj ntsuam Corey Tarlowe tau sau rau hauv tsab ntawv ceeb toom rau cov neeg siv khoom "Costco yog tus thawj coj tseem ceeb hauv cov khoom lag luam zoo nkauj ntawm cov khoom lag luam. "Peb pom kev cia siab rau lub tuam txhab kom xa cov khoom muag sib piv 1-2 feem pua ntawm cov qib keeb kwm raws li: 1) kev hloov pauv ntawm cov khw muag khoom noj, khw muag khoom, thiab cov khw muag khoom tshwj xeeb; 2) Kev loj hlob ntau dua ntawm Gen Y / Z demos w / muaj zog skew rau cov khoom plig; thiab 3) cov pob tawb loj dua li cov neeg siv khoom nce khw ntau dua li cov khoom noj. "
Tarlowe tuav qhov kev yuav khoom ntawm Costco cov Tshuag nrog tus nqi phiaj ntawm $ 580. Cov khw muag khoom cov khoom lag luam tau nce ntau dua 1.5% rau $ 502 thaum 2:41 teev tsaus ntuj ET thaum hnub Friday kev sib tham ua lag luam.
Txaus los hais, cov xov xwm hauv khw muag khoom nyob rau lub hli dhau los lossis yog li ntawd tau muaj dab tsi tab sis Costco-zoo li.
Discounter Target ncaws tawm cov kev txhawj xeeb txog kev noj qab haus huv sector nrog a shocking kev txiav txim siab mus liquidate loj npaum li cas ntawm qeeb-tsav cov khoom muag (tseem ceeb hauv cov khoom hauv tsev) thiab ua tib zoo saib xyuas cov txiaj ntsig ze rau lub sijhawm.
Txij thaum ntawd los, cov khw muag khoom xws li RH, Bed Bath & Beyond, thiab Kohl tau tshaj tawm cov lus ceeb toom nyiaj txiag rau lub quarter thib ob. Bed Bath & Beyond's outlook yog qhov txaus ntshai heev nws tau ua rau ib tus kws tshuaj ntsuam qhia rau Yahoo Finance Live lub tuam txhab tej zaum yuav tawm ntawm kev lag luam.
Nike coj ntau dua ntsuas mus kom ze rau nws qhov kev xav txog nyiaj txiag puv xyoo thaum nws tshaj tawm cov nyiaj tau los ntawm peb lub hlis twg.
Cov khw muag khoom muag - raws li ntsuas los ntawm SPDR S&P Retail ETF - tau tanked 32% xyoo-rau-hnub, piv rau 18% poob rau S&P 500.
Cov lus ceeb toom muaj ntau tus kws tshuaj ntsuam xyuas muag muag txhawm rau txhawm rau nthuav tawm cov ntaub ntawv nyiaj tau los tsis zoo thiab sib qhia tus nqi cuam tshuam.
"Peb nyob twj ywm downbeat ntawm lub zeem muag tseem ceeb zeem muag nyob rau hauv peb qhov chaw," Wells Fargo khw muag khoom kws tshuaj ntsuam Ike Boruchow sau rau hauv ib daim ntawv rau cov neeg siv khoom. "Ntawm qhov ntawd, peb txoj haujlwm channel tsis ntev los no qhia tias qhov chaw txuas ntxiv mus muag: 1) kev taug kev taug kev qeeb qeeb ntxiv mus txog rau lub Rau Hli thiab; 2) kev txhawb nqa kev txhawb nqa uas txuas ntxiv zuj zus (tshwj xeeb tshaj yog nyob rau hauv nruab nrab-tier khaub ncaws) "
Brian Sozzi yog ib qho editor-at-large thiab thauj tog rau nkoj ntawm Yahoo FinanceCov. Ua raws li Sozzi ntawm Twitter @BrianSozzi thiab nyob rau LinkedIn.
Nyeem cov xov xwm tshiab nyiaj txiag thiab lag luam los ntawm Yahoo Finance
Rub tawm Yahoo Nyiaj Txiag app rau Kua or Android
Ua raws li Yahoo Finance Twitter, Facebook, Instagram, Flipboard, LinkedIn, Thiab YouTube
Tau qhov twg los: https://finance.yahoo.com/news/costco-is-dominating-retail-as-economy-slows-122545344.html