Ib tug neeg taug kev dhau lub khw Macys hauv Hyattsville, Maryland, thaum Lub Ob Hlis 22, 2022.
Stefani Reynolds | AFP | Cov duab Getty
Raws li kev nce nyiaj txiag hem kom hnyav rau cov neeg siv khoom xav tau, tshwj xeeb ntawm cov neeg tau txais txiaj ntsig qis rau nruab nrab, Macy tus hais tias ntau tus neeg yuav khoom tuaj yeem ntsib nrog qhov kev xaiv tsim nyog: Lub taub hau mus rau lub khw lossis mus so lub caij ntuj sov.
"Qhov kev sib tw loj tshaj plaws uas peb tau muaj nyob rau hauv cov nqe lus ntawm kev xav txog kev tswj hwm txij thaum pib ntawm 2022, yog qhov kev thov yuav los ntawm qhov twg," Macy tus thawj coj nyiaj txiag, Adrian Mitchell, tau hais thaum sawv ntxov hnub Thursday ntawm JP Morgan txhua xyoo. Khw muag khoom Round-Up tshwm sim.
Nws tau hais tias "Peb ntseeg tias qhov kev thov tau nyob ntawd," nws hais. "Peb ntseeg tias cov neeg siv khoom yuav siv nyiaj. Tab sis lawv puas yuav tau siv cov khoom siv uas peb muag, lossis lawv puas yuav siv daim pib caij dav hlau mus rau Florida, lossis mus ncig, lossis tawm mus tom khw noj mov ntxiv?
Qhov no yog tsim ib theem ntawm kev tsis pom zoo uas Macy yuav tsum npaj ua tib zoo nyob ib puag ncig, Mitchell tau hais. Piv txwv li, cov khw muag khoom tsis xav xaj ntau lub puam npog lossis lub thawv rau khaub ncaws, yog tias tsis yog cov neeg yuav khoom muaj ntau lub caij ntuj sov.
Lub khw muag khoom lag luam yuav nyob deb ntawm ib leeg hauv kev taug kev xws li kev ua kom tsis muaj zog, qhov twg cov cim kev lag luam tau tshwm sim ntau dua. Economists ntawm Deutsche Bank tau hais rau lub lim tiam no uas nthuav tawm kev nce nyiaj txiag thiab qhov yuav tsum tau muaj cov paj laum nce siab los tawm tsam nws yuav ua rau Asmeskas poob nyiaj poob haujlwm hauv 2023. Kev lag luam nyiaj txiag tseem tsis ntev los no tau tshwm sim. classic recession qhia, nyob rau hauv uas 2-xyoo Treasury yield nce siab tshaj 10-xyoo daim ntawv.
Muaj kev cia siab tias qee cov neeg Amelikas, tshwj xeeb tshaj yog cov neeg ua haujlwm tau nyiaj tsawg, yuav tau txi qee cov nuj nqis los siv rau lwm qhov. Tej zaum lawv yuav muab qhov tseem ceeb rau lub caij so ntev tos lossis daim pib hais kwv txhiaj dua ib lub khaub ncaws ua luam dej tshiab lossis hnab tes.
Qee qhov kev lag luam nyiaj txiag thaum ntxov tau tshwm sim, raws li ib daim ntawv qhia. Cov neeg siv khoom tau siv 59% ntau dua, qhov nruab nrab, ntawm cov khw muag roj thiab cov khw muag khoom yooj yim dua li ib xyoos dhau los, raws li cov ntaub ntawv tshiab tshaj plaws hauv Numerator's Shopping Behavior Index. Qhov kev nce qib no tau tshaj tawm rau cov nyiaj tau los qis thiab nruab nrab, nws hais. Nyob rau hauv lem, cov kev txiav txim siab xws li kev txhim kho hauv tsev thiab kev zoo nkauj yog pom qhov poob loj tshaj plaws, ib lub lim tiam ntawm lub lim tiam, hauv chav tsev muag khoom thoob plaws cov nyiaj tau los, Numerator pom.
Levi Strauss & Co. CEO Chip Bergh tau hais rau CNBC rau hnub Wednesday tias cov khw muag khoom denim tseem tsis tau pom dua cov neeg siv khoom xaiv cov khoom kim dua thaum muaj kev kub ntxhov nyiaj txiag, thiab qhov kev thov ntawd tseem muaj zog. Kom paub meej, Bergh tau hais tias qee cov neeg siv khoom tau pib poob rau hauv lawv cov nyiaj khaws cia rau nyiaj ntsuab ntxiv - qhov sib txawv Levi tab tom saib xyuas. Nws hais tias "Peb tsis muaj peb lub taub hau hauv cov xuab zeb," nws hais.
Levi tau muaj kev ntseeg siab txaus los rov hais dua nws qhov kev pom zoo rau xyoo tas los, thaum Macy tseem tsis tau hloov kho 2022 kev kwv yees nyiaj txiag nws tau muab rov qab rau lub Ob Hlis, hu rau kev muag khoom kom tiaj tus mus txog 1% piv nrog 2021 qib.
Macy tau hais rau hnub Thursday tias nws tsis ntev los no tau taug qab qhov txias ntawm qhov kev thov rau qee yam khoom hauv tsev thiab cov ris tsho hnav khaub ncaws uas cuam tshuam txog qhov kawg ntawm kev sib kis. Tab sis tib lub sijhawm, nws tau hais tias kev tshoob kos tau sai sai thiab qhov ntawd tau kwv yees kom tsav kev muag khoom ntawm cov khaub ncaws, tshuaj pleev ib ce thiab txiv neej cov khaub ncaws hnav.
Tseem, Mitchell tau hais ntxiv tias Macy tseem ceev faj.
"Txawm hais tias tus neeg siv khoom noj qab haus huv, peb pom tias kev nce nqi nce siab dua li qhov peb xav tau los rau hauv lub xyoo," nws hais. "Thiab peb kuj lees paub tias kev cuam tshuam ntawm cov khoom lag luam tsis raug daws."
Nordstrom, kuj tseem ntawm JP Morgan cov khw muag khoom lub lim tiam no, tau sau tseg tias nws feem ntau cov neeg siv khoom muaj txiaj ntsig zoo tsis nyiam siv ntau lossis tsawg dua li cov nqi roj ebb thiab ntws. Lub khw lag luam feem ntau cuam tshuam nrog kev ua haujlwm ntawm nws txoj kev lag luam, CEO Erik Nordstrom hais.
Tau qhov twg los: https://www.cnbc.com/2022/04/07/macys-warns-inflation-squeezed-consumers-may-choose-travel-over-shopping.html