FedEx thiab Nike cov nyiaj khwv tau los yuav tuav cov lus qhia tseem ceeb ntawm hnub so-khoom lub zog

Cov kws tshuaj ntsuam xyuas tau poob qis me ntsis ntawm lub quarter thib plaub dua li lawv tau hais txog qhov thib peb, txawm tias Tsoom Fwv Teb Chaws Reserve txoj kev nce nqi-busting tactics. tsa kev txhawj xeeb txog kev lag luam thiab US khw muag khoom cim lawv qhov kev txo qis tshaj plaws nyob rau hauv ze li ib xyoos hauv lub Kaum Ib Hlis thaum muaj kev muag tsheb qeeb thiab kev siv nyiaj qeeb dua lwm qhov

FactSet tus kws tshuaj ntsuam nyiaj laus laus John Butters, hauv tsab ntawv tshaj tawm rau hnub Friday, tau hais tias cov kws tshuaj ntsuam xyuas thiab cov tuam txhab "tau muaj kev xav tsis zoo me ntsis hauv lawv cov nyiaj khwv tau los rau S&P 500 tuam txhab rau lub quarter thib plaub piv rau lub quarter thib peb," txawm tias lawv ceev faj ntau dua. thaum piv rau cov kev xav hauv tsib xyoos dhau los.

Cov kws tshuaj ntsuam tau txo lawv cov nyiaj khwv tau los ntawm ib qho kev kwv yees los ntawm 6.1% txij lub Cuaj Hlis 30. Qhov ntawd yog me ntsis nqaim dua li 6.8% plaub hau plaub hau rau peb lub hlis twg.

Tab sis nrog 2022 feem ntau nyob rau hauv lub hnab, cov kws tshuaj ntsuam 'yuav, tuav thiab muag kev ntsuam xyuas tsis tas yuav panned raws li tau npaj tseg.

Lub zog hluav taws xob, Butters tau hais tias, muaj feem pua ​​​​ntawm kev yuav khoom ntau tshaj plaws ntawm qhov kawg ntawm 2021, thiab tseem tau teev cov nqi nce siab tshaj plaws ntawm txhua qhov haujlwm tau taug qab los ntawm FactSet. Tab sis ob lub lag luam uas muaj feem pua ​​​​ntawm qhov kev yuav khoom loj tshaj plaws thaum kawg ntawm 2021 - cov ntaub ntawv thev naus laus zis, uas suav nrog Microsoft Corp.
MSFT,
-1.73%
thiab Apple Inc.
AAPL,
-1.46%
; thiab kev pabcuam kev sib txuas lus, uas suav nrog Google niam txiv Alphabet Inc.
GOOGL,
-0.66%
- "tau pom tus nqi poob qis tshaj plaws thiab thib plaub-loj tshaj tus nqi poob ntawm tag nrho kaum ib lub sijhawm no."

"Nws yog qhov txaus siab kom nco ntsoov tias tib yam peb lub lag luam uas muaj feem pua ​​​​siab tshaj plaws ntawm Kev yuav khoom ntawm qhov kawg ntawm xyoo tas los kuj tseem muaj feem pua ​​​​siab tshaj plaws ntawm Kev yuav khoom thaum kawg ntawm lub xyoo no," Butters tau hais hauv tsab ntawv ceeb toom.

"Ntawm qhov tod tes," nws hais ntxiv, "ob lub lag luam uas muaj feem pua ​​​​tsawg tshaj plaws ntawm Kev Yuav Khoom (Consumer Staples thiab Utilities) thaum kawg ntawm lub xyoo tas los yog qhov thib ob-zoo tshaj plaws thiab plaub-zoo tshaj plaws ua yeeb yam ntawm cov nqi rov qab los ntawm txhua tus. kaum ib lub sijhawm nyob rau lub sijhawm no. "

Lub lim tiam no hauv cov nyiaj tau

Nine S&P 500
SPX,
-1.11%
Cheebtsam thiab ib tug tswv cuab ntawm Dow Jones Industrial Average
DJIA,
-0.85%
tau teeb tsa los tshaj tawm cov txiaj ntsig peb lub hlis twg hauv lub lim tiam ua ntej, raws li FactSet.

General Mills
GIS,
-0.02%
- uas ua rau cov zaub mov raws li hom xws li Betty Crocker, Bisquick thiab tus tsim khoom noj tsiaj Blue Buffalo - tshaj tawm cov nyiaj tau los peb lub hlis twg rau hnub Tuesday, raws li FedEx
FDX,
-0.84%
thiab Nike
TSWV,
-2.36%.
Cybersecurity thiab txuas-device tuam txhab BlackBerry Ltd.
BB,
-0.94%
kuj qhia rau hnub Tuesday.

Cruise-line tus neeg ua haujlwm Carnival Corp.
CCL,
-2.09%
yuav tshaj tawm hnub Wednesday, nrog cov kws tshuaj ntsuam xyuas txog txoj kev taug kev rov qab los pib nto. Micron Technology Inc.
MU,
+ 0.06%,
lub chip txiag ntsib kev txhawj xeeb txog kev xav tau ntawm lub cim xeeb ntawm cov khoom siv hluav taws xob yog vim muaj kev tshaj tawm.

Kuj tau teem sijhawm rau hnub Wednesday yog cov txiaj ntsig los ntawm cov khw muag tshuaj Rite Aid Corp.
RAD,
+ 1.18%
thiab tus muab kev pabcuam ua haujlwm Cintas Corp.
CTAS,
+ 0.17%
Cov txiaj ntsig xav tau rau hnub Thursday suav nrog cov khw muag khoom siv tsheb siv CarMax Inc.
KWM,
-6.04%
thiab them nyiaj-kev pabcuam Paychex Inc.
PAB,
-0.96%.

Cov hu kom muab tso rau hauv koj daim ntawv qhia hnub

FedEx, Nike, General Mills thiab cov neeg siv khoom xav tau: Cov txiaj ntsig tau los ntawm FedEx, General Mills thiab Nike yuav ua rau peb nkag siab txog qib uas tib neeg tseem tab tom yuav thiab xa khoom hnub so, raws li cov khoom noj thiab roj ntau dua.
RB 00,
+ 1.20%
tus nqi xyoo no hloov pauv tus cwj pwm ntawm tus neeg yuav khoom.

Shares ntawm FedEx tanked nyob rau hauv lub Cuaj Hli Ntuj tom qab lub hauv av-thiab-air shipping kev pab cuam ceeb toom ntawm qhov poob ntawm kev thov hauv Asmeskas thiab Asia thiab cov teeb meem kev pabcuam hauv Tebchaws Europe. Nws hais tias ces nws npaj mus txog $ 2.7 nphom hauv kev txiav nqi tab sis tus nqi xa khoom ntau dua. Lub tuam txhab kev lag luam hauv av tshaj tawm hais tias tau npaj los txiav nws cov nyiaj so koobtsheej ntim outlook.

"Peb ntseeg tias cov nyiaj khwv tau poob qis (ib xyoos dhau ib xyoos) thiab ua ntu zus raws li cov khoom lag luam poob qis, txawm tias peb nyob rau lub caij nyoog siab," Cowen tus kws tshuaj ntsuam xyuas Helane Becker tau hais hauv tsab ntawv tshawb fawb rau hnub Tuesday.

Nike koom nrog lub Cuaj Hli tanked zoo sib xws, tom qab cov thawj coj hais tias markdowns ntawm nws tus kheej cov khoom yuav ua rau cov npoo. Lawv hais tias lawv cia siab tias lawv cov neeg sib tw yuav txiav tus nqi ntawm cov khaub ncaws mus txog thaum kawg ntawm lub xyoo.

Rau ntau ntxiv: Kev txhawj xeeb txog cov khoom lag luam tau nce siab rau Nike cov khoom lag luam

Cov neeg siv khoom hloov mus los ntawm kev yuav khaub ncaws sab laug Nike thiab lwm tus neeg muag khoom sim nrhiav txoj hauv kev los txo qis cov khoom lag luam hauv cov tsev khaws khoom thiab cov chav tsev rov qab uas tau sib sau ua ke tom qab cov khoom siv-chain snags, overordering thiab misreading thov. Txawm li cas los xij, Nike txoj kev tswj hwm tau hais tias qhov o ntawm cov khoom lag luam yuav nce siab hauv North America hauv peb lub hlis uas tau xaus rau Lub Yim Hli 31.

"Kev ua lag luam tau tsom mus rau kev nce qib rau kev daws teeb meem ntawm FY23 cov khoom lag luam teeb meem raws li kev teeb tsa kom muaj txiaj ntsig zoo rov qab rau hauv" nyiaj txiag 2024, Stifel cov kws tshuaj ntsuam tau hais hauv tsab ntawv rau hnub Wednesday. Txawm li cas los xij, lawv tau hais tias lawv xav tias yuav muaj "kev ua haujlwm ntau ntxiv" hauv ib nrab ntawm Nike lub xyoo nyiaj txiag, uas yuav xaus rau lub Tsib Hlis.

General Mills yuav tshaj tawm raws li cov nqi khoom noj siab dua - qhov ua haujlwm ntawm lawv tus kheej cov nqi nce thiab cov neeg siv khoom xav tau - nqa ntau tus neeg tsim khoom kom tau txais txiaj ntsig ntau dua. Cov thawj coj hauv qhov chaw noj mov tau hais tias lawv muaj chaw khaws cov nqi siab, thiab tau twv tias cov neeg siv khoom, uas muaj kev xaiv tsawg thaum nws los txog rau kev siv nyiaj noj, tseem yuav them.

Rau ntau ntxiv: Khoom noj khoom haus nce nqi yog txias, tab sis ob-tus lej feem pua ​​​​nce ntxiv rau cov khoom no

Tus naj npawb saib

Micron thiab chip xav tau: Micron yuav tshaj tawm raws li cov kws tshuaj ntsuam sim nrhiav hauv qab rau lub nti sector, tom qab ib lub sij hawm tsis txaus hloov mus ua ib tug glut. Lub tuam txhab lub hlis no tau raug ntaus nrog ib tug downgrade los ntawm Deutsche Bank, hais txog qhov muaj peev xwm tsis muaj zog hauv kev thov rau nco chips.

"Peb tau ceev faj ntau ntxiv ntawm kev ua lag luam nco, vim peb ntseeg tias qhov kev poob qis tam sim no yuav kav ntev dua thiab hnyav dua li peb tau kwv yees yav dhau los," Deutsche Bank tus kws tshuaj ntsuam Sidney Ho hais ntawm Micron hauv tsab ntawv rau cov neeg siv khoom. "Ntawm qhov xav tau, qhov tsis muaj zog ntawm cov neeg siv khoom PC / smartphone tam sim no tau kis mus rau sab kev lag luam, thiab txawm tias huab xav tau pib tsis muaj zog."

Micron lub hli tas los tau txiav nws qhov kev pom zoo, hais tias nws tau "ua haujlwm hnyav thiab hnyav los txo qis kev loj hlob me ntsis kom txwv qhov loj ntawm peb cov khoom muag" raws li daim ntawv cog lus thov. Chip stocks tau poob raws li qhov kev thov rau cov khoom siv hluav taws xob ploj mus, tom qab cov neeg siv khoom thauj khoom ntawm lawv qhov siab ntawm kev sib kis.