Ntau Promotions, Lower Margins, Thiab Lower Earnings

Mloog dab tsi Best BuyBBY
, WalmartWMT
, thiab lwm tus neeg muag khoom tau hais rau hnub no, tam sim no kuv tab tom saib kev tshaj tawm ib puag ncig kom txog rau thaum kawg ntawm lub xyoo no. Cov khw muag khoom tau txiav txim siab tshem tawm lawv cov txee ntawm cov khoom lag luam overbought thiab yuav ua nruj nreem vim lawv pom cov neeg siv khoom tsis txaus siab vim tias tus nqi siab thoob plaws xws li cov khoom noj, roj av, thiab khaub ncaws.

Kev muag khoom rov qab rau tsev kawm ntawv tau qis dua tab sis muaj kev cia siab tias rov qab mus rau tsev kawm qib siab yuav zoo dua tom qab lub caij ntuj sov swelltering.

Txhua lub khw muag khoom tam sim no ntsib kev lag luam qeeb vim yog tus nqi siab dua. Cov neeg siv khoom feem ntau ua lag luam qis rau cov nqi qis lossis xaiv cov khoom lag luam. Tus neeg yuav khoom tseem tab tom yuav khoom, tab sis nws qhov qhib-rau-m yuav tau txwv los ntawm cov peev nyiaj uas muaj kev hloov pauv yooj yim.

Margins yuav qis dua li cov khw muag khoom txhawb nqa. Thaum Lub Hom PhiajTGT
tau lees tias lawv tau coj cwj mem liab rau lawv txoj haujlwm overstock nyob rau hauv lub quarter thib ob thiab xav tias zoo txog lawv cov khoom muag assortment rau lub caij tom ntej, lawv tseem yuav ntsib ib qho chaw tshaj tawm ntxiv rau lub caij nplooj zeeg thiab lub caij ntuj no. Qhov ntawd tuaj yeem hloov pauv cov neeg yuav khoom mus rau cov neeg sib tw lub khw muag khoom thiab tsim kom muaj kev sib tw tshiab ntawm cov khoom muag.

Nov yog qee qhov piv txwv ntawm cov khw muag khoom loj ua cov kev hloov kho tshiab:

· Macy's txo nws cov nyiaj xyoo 2022 kwv yees rau $4.00 - $4. 20 los ntawm kev kwv yees ua ntej ntawm $ 4.53 - $ 4.95 ib feem.

· Kohl qhov kev kwv yees txo qis rau $ 2.80 - $ 3.20 los ntawm kev kwv yees ua ntej ntawm $ 6.45 - $ 6.85.

· Walmart kwv yees qhov poob ntawm 9 mus rau 11 feem pua.

· Kev Yuav Zoo Tshaj Plaws tam sim no rau kev muag khoom poob ntawm 11 feem pua ​​​​rau xyoo nyiaj txiag.

Ntau lub tuam txhab yuav tsum tau txo lawv cov khoom muag tam sim no vim tias yav tom ntej cov paj laum nce ntxiv los ntawm Tsoom Fwv Teb Chaws Reserve tuaj yeem kaw kev siv nyiaj ntau dua.

Kuv ntseeg tias ib txwm yuav muaj kev maj nrawm rau khoom plig hnub so thiab yuav muaj khoom plig txaus nyob hauv qab tsob ntoo Christmas kom tsev neeg muaj kev zoo siab. Tab sis kev yuav khoom ntawm TV ntxiv lossis khoos phis tawj tshiab yuav tsum raug ncua. Es tsis txhob yuav ntawm NordstromJWN
JWN
, cov neeg yuav khoom tuaj yeem mus rau Nordstrom Rack; es tsis txhob yuav lub khw Macy lub khw tseem ceeb, cov neeg yuav khoom tuaj yeem mus rau tom khw Backstage nyob hauv Macy lub khw feem ntau thiab cov khoom ua si "R" Peb lub khw hauv txhua lub khw Macy.

TJX Thawj Tswj Hwm thiab CEO Ernie Herman tau hais txog qhov muaj cov khoom muag uas nws pom nyob rau lub sijhawm no. Nws cov lus qhia tias cov khoom lag luam tau tsim tawm ntau dhau los ntawm kev cia siab ntawm kev muag khoom hnyav rau hauv lawv cov neeg muag khoom thiab tam sim no yuav tsum tau tshem lawv tus kheej ntawm cov khoom thaum lawv ntsib lub caij nyoog leaner. Qhov tseeb, ob qho tib si PVHPVH
Corporation (hauv Calvin Klein thiab Tommy Hilfiger lag luam) thiab VF CorpVFC
tau tshaj tawm txoj haujlwm txiav tawm hauv kev teb rau cov kev lag luam nyuaj.

Nyob rau tib lub sijhawm, cov ntawv ceeb toom qhia tias cov khaub ncaws hnav khaub ncaws rau kev rov qab mus ua haujlwm thiab lub sijhawm tshwj xeeb (xws li kev ua tshoob), cov khoom siv mus ncig xws li lub nra, thiab khau muag. Cov qauv no qhia tau hais tias cov chav kawm nruab nrab nruab nrab thiab cov neeg yuav khoom kim heev tseem muaj txiaj ntsig txaus los siv rau lawv lub sijhawm tshwj xeeb lossis so haujlwm. Txawm li cas los xij, qhov haujlwm no tsis txaus los nqa tag nrho kev lag luam.

POSTSCRIPT: Ua tib zoo tswj cov khoom muag yuav yog lub tswv yim tseem ceeb rau kev ua tiav hauv ob xyoos tom ntej. Kuv tsis paub meej tias thaum twg Tsoom Fwv Teb Chaws Reserve yuav tsum tsis txhob nce nqi lossis txawm tias pib txo lawv. Txawm li cas los xij, kuv pom zoo tias qhov kev nce nqi nce siab yuav tsum tau tamed thiab normalcy rov qab los. Nws yog ib qho nyuaj rau kwv yees thaum uas qhov qub yuav rov tshwm sim, yog li kuv pom zoo tias yuav tsum tau ua qhov hnyav.

Tau qhov twg los: https://www.forbes.com/sites/walterloeb/2022/09/01/the-new-reality-more-promotions-lower-margins-and-lower-earnings/