Cov khw muag khoom txhim kho tsev yog cov neeg tau txais txiaj ntsig loj ntawm cov dawb-kub tsev lag luam thoob plaws hauv kev sib kis, tab sis kev ntshai tias nws tuaj yeem txias tau hnyav rau lub xyoo no. Qhov ntawd tuaj yeem txhais tau tias thaj av muaj txiaj ntsig zoo rau cov neeg yos hav zoov nyiam nyiam cov khw muag khoom.
Thaum kawg, txawm li cas los xij, cov khw muag khoom txhim kho hauv tsev yog ntau tshaj li kev ua si ntawm kev muag khoom tshiab thiab tam sim no hauv tsev, rau ntau qhov laj thawj uas tuaj yeem pab lawv vam meej txawm tias yog tias vaj tse tau nce siab.
Qhov thib ib yog cov neeg yuav tsev tshiab coob heev uas tau nce siab nyob rau xyoo tas los no, thiab yuav tsum tau tswj thiab kho cov tsev.
Nick Giacoumakis, tus tsim thiab tus thawj tswj hwm ntawm NEIRG Wealth Management hais tias "Qhov tseeb yog tias tag nrho cov neeg no tau yuav tsev, thiab lawv tseem yuav xav yuav cov khoom siv los txhim kho nws, vim tias nws yog lawv cov peev txheej loj tshaj plaws," said Nick Giacoumakis, tus tsim thiab tus thawj tswj hwm ntawm NEIRG Wealth Management. "F hauv paus qhov no yuav yog ib qho kev lag luam muaj zog heev uas kuv xav tias tuaj yeem tuav tau zoo dua li kev lag luam vaj tsev" thiab cov khoom tsim vaj tsev.
Muab hais tias lub tsev nruab nrab hauv Teb Chaws Asmeskas tab tom nce mus txog 40 xyoo, txawm tias lub tsev tshiab-rau-koj yuav xav tau kev ua haujlwm ntau - qhov no yog qhov tseeb tshwj xeeb tshaj yog muab cov qauv ntawm cov neeg yuav khoom zam kev soj ntsuam kom tau txais ib ceg. kev lag luam kev sib tw.
Qhov thib ob, cov neeg siv khoom tau mus ua ntej nrog cov kev npaj kho vaj tsev - txawm yog vim lawv tau yuav cov khoom kho kom zoo, xav kom tus nqi muag khoom ntxiv, lossis vim lawv tsis tuaj yeem ua lag luam nyob rau hauv ib puag ncig tam sim no.
Raws li cov ntaub ntawv sau los ntawm Gordon Haskett ua ib feem ntawm lub tuam txhab kev ntsuam xyuas kev txhim kho tsev hauv peb lub hlis twg, 45.3% ntawm cov neeg teb hais tias lawv npaj yuav tsev nyob rau 12 lub hlis tom ntej hauv nruab nrab Lub Peb Hlis, nce ntawm 34.3% thaum kawg ntawm 2021, thiab 66.2. % tau hais tias lawv npaj yuav ua qhov project txhim kho tsev, nce ntawm 56.3%.
tsev Depot
(HD) thiab
Lowe's
(LOW) rub ua ntej ntawm cov neeg sib tw raws li cov neeg siv khoom mus rau qhov chaw yuav khoom.
Gordon Haskett tus kws tshuaj ntsuam Chuck Grom tau sau tseg qee qhov kev txhawj xeeb, zoo li kev txo qis hauv cov neeg teb uas ntseeg tias vaj tse tseem pheej yig, tab sis tag nrho pom lub caij nplooj ntoo hlav muaj zog ua ntej rau kev txhim kho tsev. Ib yam li ntawd, tag nrho plaub lub khw muag khoom txhim kho hauv tsev nws npog-Home Depot, Lowe's,
Pem Teb & Décor Holdings
(FND) thiab
Tsheb Laij Teb Khoom
(TSCO) tab tom pom "txoj kev loj hlob tiav [uas] feem ntau noj qab nyob zoo, txawm tias lapping stimulus hauv xyoo dhau los."
Khaws cov ntaub ntawv khiav tsheb muab tso ua ke rau Barron tus los ntawm Placer.ai echoes qhov kev nrhiav. Kev mus ntsib txhua lub limtiam hauv thawj peb lub hlis twg tau poob ntau lub lis piam ntau dua li tsis nyob rau hauv ib xyoos dhau ib xyoos - raws li kev cia siab - rau Lub Tsev Depot, Lowe's thiab Pem Hauv Ntej thiab Décor (nrog Tsheb laij teb khoom siv txog qhov sib npaug), tab sis kev khiav tsheb tseem nyob saum qhov chaw nws sawv. ua ntej muaj kev sib kis, raws li cov ntaub ntawv pov thawj xyoo-dhau-peb xyoos. Qhov ntawd yog qhov zoo txhua lub lim tiam hauv thawj peb lub hlis twg rau Floor & Décor thiab Tractor Supply, thiab tag nrho tab sis ob thiab plaub lub lis piam rau Tsev Depot thiab Lowe's, feem.
Tsis tas li ntawd, rau tag nrho cov kev txhawj xeeb ntawm cov kab lus saum toj kawg nkaus, qhov nruab nrab cov kws tshuaj ntsuam tseem cia siab tias tag nrho plaub lub tuam txhab yuav tshaj tawm cov khoom lag luam zoo tib yam kev muag khoom txhua lub hlis twg hauv 2022.
Qhov tseeb yog tias thaum qhov kev hem thawj ntawm Covid-19 tus kab mob tau rov zoo dua rau cov neeg Asmeskas feem coob, peb tseem siv sijhawm ntau hauv tsev. Chaw ua hauj lwm cov nqi sawv ntawm ntau dua 12%, qhov siab rau lub sijhawm muaj kev sib kis, thiab pov los ntawm Gallup qhia tau hais tias feem coob ntawm cov neeg ua haujlwm nyiam cov sijhawm sib xyaw, nrog rau cov lag luam uas pheej hmoo poob cov txuj ci yog tias lawv tsis muaj kev hloov pauv. Qhov ntawd txhais tau hais tias ntau tus neeg uas yuav tsum tau tswj hwm lub chaw ua haujlwm hauv tsev, thiab feem ntau xav ua lag luam txuas ntxiv kom lawv lub tsev xis nyob.
Thaum kawg, cov khoom lag luam lawv tus kheej tau txais pheej yig heev, thiab kev cia siab tau nqis los thiab. Lowe's tau poob kwv yees li 20% xyoo no, thaum Lub Tsev Depot tawm 24% thiab Pem Teb & Décor tau poob 35%; tag nrho peb yog ua lag luam ntawm cov luv nqi rau lawv cov keeb kwm nruab nrab.
Pem teb & Kho kom zoo nkauj hloov tes rau 26 npaug ntawm cov nyiaj tau los rau pem hauv ntej, piv nrog ze li ntawm 42 npaug ntawm qhov nruab nrab ntawm tsib xyoos dhau los, vim EPS kev loj hlob yuav tsum qeeb mus rau "tsuas yog" 19% xyoo no, thiab 30% hauv 2023.
Lowe's EPS xav tias yuav loj hlob qeeb dua tab sis tseem muaj kev hwm 12.5% thiab 10.7% xyoo no thiab tom ntej, nrog rau cov khoom lag luam tsawg dua 15 zaug, piv nrog 17.3 keeb kwm.
Lub Tsev Depot feem ntau tau pauv mus rau 21 npaug ntawm cov nyiaj khwv tau los hauv tsib xyoos dhau los, tab sis sawv ntawm 18.8 zaug hnub no, txawm tias qhov kev pom zoo hu rau EPS kev loj hlob ntawm 3.6% xyoo no thiab 7.3% tom ntej.
Tsheb laij teb khoom tau tuav tau zoo dua, tab sis nws qhov kev ntsuas, ntawm 24.5 npaug, tseem zoo li tsis xav tau, thiab cov kws tshuaj ntsuam pom cov nyiaj tau los nce ntau dua 9% xyoo no thiab tom ntej.
Muaj tseeb tiag, cov pab pawg tuaj yeem txuas ntxiv mus ntxiv, tshwj xeeb tshaj yog cov xov xwm hais txog nce nqi tsev tswj hwm. Txawm li cas los xij muaj laj thawj ntseeg tias qhov xwm txheej phem tshaj plaws yuav tsis rov los tsev.
Sau ntawv rau Teresa Rivas ntawm [email tiv thaiv]