Macy's And Kohl's Report 3rd Quarter 2022 Cov Nyiaj Tau Los

Kev lag luam rau Macy's thiab Kohl's (nrog rau lwm cov khw muag khoom) tau poob qis thaum kawg ntawm Lub Kaum Hli thiab mus rau Kaum Ib Hlis. Thaum ob lub tuam txhab muaj cov phiaj xwm zoo rau hnub so plaub lub hlis twg, lawv ob leeg tshaj tawm tias lawv yuav tsis coj kev kwv yees rau lub quarter thib plaub nrog rau kev kwv yees rau tag nrho 2023 xyoo.

Nws tsis yog qhov xav tsis thoob. Thaum cov khw muag khoom muag tau poob qis heev thaum Lub Kaum Hli thiab pib lub Kaum Ib Hlis, cov neeg siv khoom siv nyiaj ntau rau lawv cov phiaj xwm mus ncig. Airlines tau kwv yees lub caij mus ncig hnyav. Txawm hais tias cov nqi roj av tau nqis los ntawm lawv qhov siab, cov zaub mov tseem kim heev. Nws zoo li cov neeg siv khoom muaj kev npaj mus ncig hauv siab, thiab yuav siv tsawg dua rau hnub so hauv tsev.

Tej zaum cov roj qis qis tau ntseeg ntau tus neeg siv khoom tias yuav tsis muaj kev lag luam poob qis. Txawm li cas los xij, cov paj laum siab dua qhia tias nws yuav tshwm sim. Cov tuam txhab xws li AmazonAMZN
nteg tawm 11,000 tus neeg ua haujlwm, Meta yuav tso tawm 11,000, thiab Twitter 3,700, MicrosoftMSFT
1000, Robinhood 23%, Salesforce ntau txiav ntau txhiab tus neeg koom tes - txiav cov nuj nqis ua ntej kev lag luam poob qis. Nws kuj tseem yuav yog tias lawv cov kwv yees pom kev poob qis ntawm lub qab ntug. Muaj tseeb tiag, kev muag khoom zoo hnub so yuav xav tau kev lag luam kom txhawb nqa nws tus kheej. Brittain zoo li nyob rau hauv kev lag luam poob qis lawm.

Macy tus Inc. tshaj tawm tag nrho diluted $0.39 cov nyiaj tau los ib feem rau lub quarter thib peb. Qhov no piv rau cov nyiaj tau los diluted ib feem ntawm $0.01 nyob rau lub quarter thib peb ntawm 2021. Net muag ntawm $ 5.2 billion tau nqis 3.3% los ntawm kev muag khoom qhia nyob rau hauv peb lub hlis twg ntawm 2021. Digital muag tau txo 9% los ntawm 2021 tab sis tau nce 35% piv rau Peb lub hlis twg ntawm xyoo 2019. Kev muag khoom sib piv tau nqis 3.1% ntawm tus tswv thiab nqis 2.7% ntawm tus tswv-ntxiv-tso ntawv tso cai. Txawm li cas los xij, Macy's (nameplate nkaus xwb) kev muag khoom sib piv tau qis dua 4.4% ntawm tus tswv thiab 4.0% ntawm tus tswv-ntxiv daim ntawv tso cai. Bloomingdale qhov kev muag khoom sib piv ntawm tus tswv tau nce 5.3% thiab ntawm tus tswv-ntxiv- ntawv tso cai tau nce 4.1%. Bluemercury sib piv muag tau ntxiv rau 14.0%.

Kohl tus qhia txog $0.82 diluted nyiaj tau los ib feem rau peb lub hlis twg. Qhov no piv rau $ 1.65 ib feem rau peb lub hlis twg 2021. Cov muag tau muag tau $ 4.3 billion piv rau $ 4.6 billion xyoo tas los. Qhov ntawd yog qhov txo qis ntawm 7.2%. los ntawm xyoo tas los. Kev sib piv hauv khw muag khoom poob 6.9%. Lub tuam txhab muaj ib pawg neeg tshawb nrhiav los nrhiav tus CEO tshiab. Pawg Thawj Coj Tom Kingsbury tau pom zoo los ua tus Thawj Coj ib ntus thaum lub sijhawm hloov pauv.

Kohl cov khoom muag yog 33.8% siab dua xyoo tas los. Qee cov khoom muag tshiab tuaj yeem yog cov khoom lag luam Sephora tshiab, lossis nws tuaj yeem yog cov khoom muag uas tsis muag thaum ib qho ntawm kev muag khoom. Ntawm qhov tod tes, Macy cov khoom muag tau nce tsuas yog 10% thiab yuav tsum tsis txhob muaj kev txhawj xeeb loj.

POSTSCRIPT: Kev sib ntaus sib tua rau tus neeg yuav khoom duas tau pib thiab yuav khaus heev rau Dub Friday (Kaum Ib Hlis 25), Cibber Saturday thiab Cibber Monday (Kaum Ib Hlis 26 thiab Kaum Ib Hlis 28.) Nws yuav yog kev sib ntaus sib tua ntawm cov neeg loj heev. Nws yuav yog lub sijhawm nyuaj rau kev muag khoom. Yuav muaj ob peb, yog tias muaj, reorders. Cov neeg yuav khoom kuj tseem yuav yuav qhov lawv pom.