KPMG's Outlook Rau Hnub So 2022

KPMG tsis ntev los no tau tshaj tawm nws daim ntawv ntsuam xyuas rau hnub so 2022 thiab qhia txog kev kwv yees rau hnub so muag khoom loj hlob xyoo no ntawm 4.2 feem pua ​​- nqis los ntawm 14.1 feem pua ​​​​nce hauv 2021 qhia los ntawm National Retail Federation xyoo tas los. Txawm hais tias qhov nce me me dua li pom hauv 2021, feem ntau cov thawj coj ntawm cov khw muag khoom tseem cia siab tias cov hnub so muag yuav txhim kho, nrog 68 feem pua ​​​​ntawm cov neeg teb rau daim ntawv ntsuam xyuas kev muag khoom nce ntxiv piv rau 24 feem pua ​​​​xav tias yuav poob qis rau xyoo tas los. Tag nrho cov no tau sau tseg hauv kev qhib 30-nplooj kawm KMPG tso tawm tag kis no.

Nws yog qhov nthuav kom nco ntsoov tias kev cia siab rau xyoo dhau ib xyoo hloov pauv hauv kev muag khoom hnub so tsis tau tsav los ntawm cov khw muag khoom muag; es, tag nrho cov pab pawg lwm yam tshaj li cov khw muag khoom lag luam tau cia siab tias yuav muaj kev muag khoom zoo dua rau xyoo no raws li kev tshawb fawb. Daim ntawv tshaj tawm qhia tias "yuav hauv online, tuaj tos hauv khw" (BOPIS) thiab kev xa khoom los ntawm cov khw muag khoom yog ob qho tib si xav tias yuav loj hlob lawv qhov kev ua tiav ntawm omnichannel ua tiav thaum xa khoom xa tuaj yuav poob qis me ntsis. Txawm li cas los xij, lub nkoj poob yuav nyob twj ywm qhov kev xaiv xa khoom tshaj plaws. Qhov no yog qhov qhia ncaj qha txog qhov tseem ceeb ntawm DTC cov tuam txhab.

Kwv yees li ib nrab ntawm cov neeg teb xav tias yuav pom kev nce hauv ob lub khw muag khoom (51 feem pua) thiab kev lag luam e-lag luam (50 feem pua). Tsis yog qhov xav tsis thoob, daim ntawv tshaj tawm sau tseg tias cov khw muag khoom muaj kev thab plaub ntau dua li cov kws tshuaj ntsuam kev lag luam txog kev nce ntxiv tsis hais txog cov channel. Qhov ntawd yog ib yam hauv kev lag luam muag khoom; Cov khw muag khoom muaj lub siab xav ua siab loj vim lawv ib txwm xav tuav xyoo tas los thiab yuav cov khoom lag luam los txhawb lawv txoj kev loj hlob. Hauv kuv qhov kev kwv yees, muaj kev pheej hmoo ntau tus yuav yuav ntau dhau thiab tsim cov cim tshiab ntawm cov khoom lag luam uas yuav nyob rau hauv kev muag khoom rau cov xwm txheej tom qab hnub so.

Kev muag khoom thiab kev tshaj tawm tswv yim

Cov khw muag khoom kwv yees lawv cov kev lag luam kev lag luam thaum lub sijhawm so haujlwm yuav yog li 30 feem pua ​​​​ntawm lawv cov peev nyiaj tag nrho, qis dua li ntawm 36 feem pua ​​​​ntawm xyoo tas los. Qhov ntawd txhais tau li cas yog tias yuav luag txhua tus neeg teb rau qhov kev tshawb fawb npaj siv nyiaj me me ntawm kev lag luam thaum hnub so tshaj qhov feem pua ​​​​ntawm cov muag khoom txhua xyoo lawv tsim thaum lub sijhawm.

Kwv yees li ib nrab ntawm cov neeg teb (47 ntawm 95) siv ntau dua 50 feem pua ​​​​ntawm lawv cov nyiaj so koobtsheej kev lag luam rau cov phiaj xwm digital. Qhov tseeb, 75 feem pua ​​​​ntawm cov neeg teb tau npaj yuav nce lawv cov nyiaj so koobtsheej digital xyoo no; Nyob rau tib lub sijhawm, 40 feem pua ​​​​yuav nce lawv cov peev nyiaj tsis yog kev lag luam digital thiab 37 feem pua ​​​​txhim kho cov peev nyiaj lag luam digital thiab nondigital.

56 feem pua ​​​​hais tias lawv yuav qhib rau hnub Thanksgiving, thaum 44 feem pua ​​​​tseem yuav kaw tag nrho cov khw. Txawm li cas los xij, feem ntau npaj Black Friday muag (85 feem pua) thiab Cyber ​​​​Monday promotions (82 feem pua). Nco ntsoov tias qhov no tau qis me ntsis los ntawm xyoo tas los hauv ob qhov xwm txheej.

Zuag qhia tag nrho, feem coob ntawm cov neeg teb hais tias lawv yuav txhawb nqa ntau dua li xyoo tas los (73 feem pua). Qhov ntawd qhia txog kev sib faib ntau dua li qhov peb tau pom hauv 2021 dhau 2020 thaum tsuas yog 68% xav tias yuav nce qib. Txawm li cas los xij, ib tus yuav tsum nco ntsoov tias xyoo 2021 tus kab mob kis thoob qhov txhia chaw los ntawm COVID 19 tsuas yog txo qis.

Kev Lag Luam Muag Khoom

Kev siv zog ua haujlwm ib ntus yog qhov kev hloov pauv ntau tshaj plaws rau kev ua haujlwm khaws cia rau xyoo no. 48 feem pua ​​​​ntawm cov neeg teb hais tias lawv yuav ntxiv cov neeg ua haujlwm temp ntxiv, ua raws li cov nyiaj tau los ntxiv (38 feem pua), thiab tom qab ntawd nce teev (36 feem pua). Daim ntawv ntsuam xyuas sau tseg tias kev ua haujlwm ib ntus yuav tsum muaj tsawg dua hauv ib lub tuam txhab ntau lub khw muag khoom lag luam ua haujlwm, txo los ntawm 57 feem pua ​​​​rau cov tuam txhab lag luam tsawg dua 50 rau 44 feem pua ​​​​rau ntau dua 500 lub tuam txhab khw.

Nrog rau cov tswv yim bullish tseem me ntsis tempered los ntawm kev txhawj xeeb txog kev sib tw nyiaj txiag, 70 feem pua ​​​​ntawm cov neeg teb xav tias qee qhov tsis txaus ntawm cov khoom muag hnub so rau lawv cov pawg tseem ceeb. Tab sis muaj qhov sib txawv loj ntawm kev lag luam; tuam txhab uas muag nrog siab tshaj qhov nruab nrab ntawm cov nyiaj so koobtsheej kev muag khoom yuav luag ob zaug raws li yuav tsis cia siab tias yuav tsis txaus.

Thaum 77 feem pua ​​​​ntawm cov neeg teb xav tias yuav ncua sij hawm ntawm cov khoom xa tuaj, 44 feem pua ​​​​yuav xav tias yuav ncua ntev li ob lossis ntau lub lis piam. Txawm li cas los xij, cov neeg teb nrog qhov nruab nrab nruab nrab ntawm kev muag khoom hnub so xav tias yuav ncua luv dua.

Tom qab tag nrho tau hais thiab ua tiav, 56 feem pua ​​​​ntawm cov neeg teb tau npaj rau cov khoom muag "hangover". Kev tshem tawm kev muag khoom thiab txiav cov ntawv txais nyiaj yuav yog cov kev nyiam tshaj plaws los txo qhov xwm txheej no.

Kev xav txog kev poob nyiaj txiag.

Yuav luag txhua tus neeg teb (92 feem pua) xav tias yuav muaj kev lag luam poob qis rau yav tom ntej. 71 feem pua ​​​​hais tias kev lag luam kev lag luam tau pib lawm lossis yuav tshwm sim hauv 12 lub hlis tom ntej. 81 feem pua ​​​​ntawm cov neeg teb hais tias kev lag luam yuav luv luv, ib xyoos lossis tsawg dua, thiab tsis muaj leej twg xav tias nws yuav kav ntev dua ob xyoos. Cov khw muag khoom lag luam feem ntau npaj yuav ua rau kev lag luam kev lag luam "headwinds" yog txo cov nuj nqis tsis ncaj (52 feem pua). Lwm qhov kev nqis tes ua suav nrog kev nqis peev hauv cov neeg siv khoom ncaj ncees los khaws cov tsheb khiav, txo cov khoom muag, thiab txo cov nuj nqis ncaj qha (42 feem pua).

Kuv tau tham nrog Mr. Sundar Ramakrishnan, tus thawj coj thiab tus thawj coj ntawm KPMG cov neeg siv khoom thiab cov khw muag khoom tshawb nrhiav txog txhua yam no. Nws hais rau kuv tias qhov kev tshawb fawb tau ua los ntawm ib tus neeg thib peb thiab tias KPMG tsis muaj kev paub tshwj xeeb txog cov khw muag khoom twg tau koom nrog hauv daim ntawv ntsuam xyuas, tsis yog paub tias lawv cuam tshuam txog kev sib xyaw ntawm cov players. Nws kuj tau hais rau kuv tias daim ntawv ntsuam xyuas yuav muab tso rau ntawm KPMG qhov chaw. Nws kuj tau taw qhia tias kuv yuav tsum ceeb toom kuv cov neeg nyeem tias cov saw hlau muaj ntau qhov kev ncua hauv 2021 uas ncua kev xa khoom mus rau cov khw muag khoom uas tseem nyob twj ywm.

POSTSCRIPT: KMPG daim ntawv ntsuam xyuas yog qhov muaj txiaj ntsig zoo thaum cov khw muag khoom tshuaj xyuas lawv cov phiaj xwm, cov tub ua lag luam txheeb xyuas qhov muaj peev xwm loj hlob ntawm lawv cov tuav thiab cov neeg tsim khoom npaj rau lub caij. Nws tsis zoo li qhov kev lag luam yuav yuav cov khoom lag luam ntxiv raws li lub caij tsis meej no mus txog; es kev yuav khoom yuav tau ua tib zoo tswj nyob rau hauv kev cia siab tias muag-dhau yuav ua kom clearance theem tswj tau. Cov neeg yuav khoom yuav tsum tau mus yuav khoom ntxov kom pom cov xim zoo ntawm khi lossis ib lub ris tsho tshwj xeeb hauv ntau qhov xwm txheej. Cov neeg nyeem xav paub ntau ntxiv yuav tsum tshuaj xyuas daim ntawv tshaj tawm raws li nws nkag mus rau hauv cov ncauj lus kom ntxaws txog ntau qhov kev lag luam uas ua rau lub khw muag khoom spectrum.