Etsy lub vev xaib
Gabby Jones | Bloomberg | Getty Dluab
Cov neeg yuav khoom tau mob siab rau rov qab mus rau cov khw muag khoom cib-thiab-mortar, thaum kev nce nqi tau ua rau muaj kev ntshai tias cov neeg siv khoom tau thim rov qab lawv cov kev siv nyiaj rau qee yam khoom tseem ceeb.
Qhov kev sib xyaw ua ke no ua rau cov xov xwm tsis zoo rau ntau tus neeg muag khoom e-lag luam tsom mus rau cov khw muag khoom, thiab lawv cov khoom lag luam poob thaum kev lag luam dav dav muag-tawm Hnub Thursday raws li cov tub ua lag luam ntshai tias lawv txoj kev loj hlob tuaj yeem ua rau muaj kev cuam tshuam thiab cov txiaj ntsig tuaj yeem nyuaj dua los ntawm.
WayfairCov khoom lag luam poob ntau dua 20%, kov qhov tshiab 52 lub lis piam qis, tom qab cov khw muag khoom rooj tog hauv online tau tshaj tawm qhov kev poob ntau dua li qhov xav tau nyob rau hauv thawj peb lub hlis twg thiab teev cov neeg siv khoom tsawg dua.
Wayfair Tus Thawj Coj Tus Thawj Coj Niraj Shah tau hais rau cov kws tshuaj ntsuam ntawm lub rooj sib tham hu rau hnub Thursday thaum sawv ntxov tias "tus qauv raws caij nyoog ntawm kev xav tau maj mam tsim" uas lub lag luam tau siv los taug qab tau hloov pauv mus rau ntau "muted" zam.
Nws kuj tau hais tias nws tau pom ntau tus neeg yuav khoom tau mob siab rau feem ntau ntawm lawv lub hnab nyiaj mus rau pawg tsis muaj kev txiav txim siab thiab "tseem ceeb dua qhov kev paub zoo li kev mus ncig."
Nyeem ntxiv: Cov nqi nce ntxiv yuam kom cov neeg siv khoom nug: Kuv puas tuaj yeem nyob yam tsis muaj nws?
Etsy shares tumbled 16% nyob rau hauv heels ntawm lub lag luam online tshaj tawm cov kev taw qhia poob siab rau lub quarter thib ob. Khw Tshaj Tawm Tshuag poob ze li ntawm 17% tom qab nws kwv yees tias cov nyiaj tau los loj hlob yuav qis dua nyob rau hauv thawj ib nrab ntawm lub xyoo, raws li nws navigates nyuaj Covid kev kis mus thoob-era kev sib piv.
Poshmark, lub vev xaib online rau kev yuav khoom thib ob, pom nws cov khoom poob txog 15% nyob ib ncig ntawm tav su ET. Hnub Thursday. Shares ntawm Lub Neej Tiag Tiag thiab Farfetch ob leeg poob ib ncig ntawm 12%, thaum cov ntawm Warby Parker, ThredUp, Peloton thiab Revolve txhua tus poob txog 10%.
"Investor appetite rau kev loj hlob siab, tsis zoo EBITDA (thiab dawb nyiaj txaus txaus) kis tau tus mob yog tsawg heev," Wells Fargo tus kws tshuaj ntsuam Zachary Fadem tau hais hauv tsab ntawv rau cov neeg siv khoom.
Hauv tsab ntawv tshaj tawm hnub Thursday thaum sawv ntxov, Mastercard SpendingPulse tau hais tias tag nrho cov khw muag khoom muag hauv Tebchaws Meskas, tsis suav nrog kev muag tsheb, nce 7.2% ntawm xyoo dhau los. Hauv qhov ntawd, kev lag luam e-lag luam poob 1.8%, thaum muag hauv khw muag khoom nce 10%, nws hais.
Nyeem ntxiv: Nasdaq poob raws li kev paub txog kev ua lag luam siab phem
Ib lub lim tiam dhau los, e-commerce behemoth Amazon teem lub suab rau waning momentum thiab downbeat outlooks. Lub tuam txhab tau teev cov nyiaj tau los qeeb tshaj plaws txij li lub dot-com tsoo hauv xyoo 2001 thiab tau tshaj tawm cov kev kwv yees tsis txaus ntseeg, ua rau muaj ntau qhov kev poob qis rau kev lag luam macroeconomic thiab Russia tus ntxeem tau ntawm Ukraine.
Hnub Thursday, Amazon shares tau poob txog 7%.
Gordon Haskett tus kws tshuaj ntsuam Chuck Grom tau sau ntawv rau cov neeg siv khoom tias nws txuas ntxiv sau cov pov thawj uas cov neeg siv khoom tab tom pib thawb rov qab ntawm tus nqi nce, "uas yuav sai sai no yog qhov tsis txaus ntseeg rau qhov chaw muag khoom."
Ib tug xov tooj ntawm cov tuam txhab no - suav nrog Peloton, Poshmark, Thredup thiab Allbirds - tau teem sijhawm tshaj tawm cov txiaj ntsig peb lub hlis twg lub lim tiam tom ntej. Cov kws tshuaj ntsuam xyuas thiab cov tub ua lag luam yuav tau saib ze rau txhua qhov cim ntawm kev siv nyiaj thim rov qab.
Tau qhov twg los: https://www.cnbc.com/2022/05/05/e-commerce-stocks-plummet-as-consumers-pull-back-online-spending.html