Cov khw muag khoom lub hnub so loj tshaj plaws yog kom tshem tawm tag nrho cov khoom muag ntau dhau

Raws li qee lub teb chaws cov khw muag khoom loj tshaj plaws tau tshaj tawm cov nyiaj tau los thiab cov nyiaj tau los hauv peb lub hlis twg, Wall Street yuav saib xyuas rau lwm tus lej, ib yam nkaus - qib khoom muag.

Walmart, Target, Kaw, Kohl tus thiab lwm tus tab tom sim muag los ntawm glut ntawm cov khoom lag luam ntxiv nyob rau hauv cov khw muag khoom thiab cov chaw muag khoom.

ntsig txog kev nqis peev xov xwm

Ntawm no yog Wall Street cov kws tshuaj ntsuam xyuas cov khw muag khoom nyiam tshaj plaws xws li Target tau teeb tsa los tshaj tawm

Lawv cov ntaub ntawv peb lub hlis twg yuav ua raws li cov ntaub ntawv qhia txog kev nce qib, tshwj xeeb tshaj yog cov khw muag khoom npaj rau lub caij so, lub sijhawm ntawm kev taug kev ntau dua, kev sib tw hnyav rau cov neeg siv khoom lub hnab nyiaj thiab cov xwm txheej muag ntau. Cov neeg lag luam xav kom muaj kev nkag siab meej txog qhov ntau npaum li cas cov khw muag khoom muag tau muag tawm - thiab qhov tob npaum li cas lawv yuav tau txo qis kom cov khoom txav mus.

"Cov khoom muag yog qhov tseem ceeb tshaj plaws," said Michael Baker, tus kws tshuaj ntsuam xyuas kev lag luam rau kev lag luam kev ncaj ncees DA Davidson. "Qhov ntawd feem ntau tsis yog li ntawd - feem ntau nws tsuas yog qhov tseem ceeb xwb. Cov lus nug yuav ua rau lub ntsiab lus ntau dua li lwm qhov kev ntsuas. "

Cov khw muag khoom tau raug yuam kom tshem tawm cov khoom muag thiab pib tshiab hauv xyoo tom ntej. Kev sib npaug ntawm cov khoom lag luam tau ua rau muaj kev kub ntxhov ntxiv, raws li cov kws lag luam ceeb toom ntawm kev poob qis ntawm cov nyiaj khaws cia, nce credit card nuj nqis thiab kev pheej hmoo ntawm kev poob nyiaj txiag.

"Lub tswv yim yog kom huv si pem hauv ntej ntawm ib puag ncig uas kev muag khoom yuav nyuaj me ntsis los ntawm," nws hais.

Cov khw muag khoom lag luam tau cuam tshuam nrog qhov kev hloov pauv loj dhau rau lub hlis dhau los. Ntau yam khoom qub uas tau ya tawm ntawm lub txee thaum muaj kev sib kis thoob plaws hnub dhau los - xws li cov ris tsho hnav khaub ncaws thiab cov khw kas fes - tau mob rau ntawm qhov chaw tshem tawm.

Nrog tsev nyob thiab khoom noj khoom haus nce nqi, tsawg tus neeg Asmeskas tau yuav daim pib loj thiab cov khoom siv txiav txim siab. Cov khoom muag, uas suav nrog tus nqi ntawm cov khoom thauj mus los nrog rau cov khoom hauv Tshuag, kuj tau nce vim muaj teeb meem ntawm cov khoom siv.

Kev hloov pauv sai sai ntawm kev saj "los ntawm sweatpants mus rau swimsuits thiab suitcases" ua rau cov tuam txhab nyob rau hauv ib txoj hauj lwm nyuaj, hais tias Oliver Chen, tus kws tshuaj ntsuam khw muag khoom rau Cowen.

Cov khw muag khoom feem ntau tso xaj txog rau rau rau 12 lub hlis ua ntej, nrog rau cov khoom loj thiab cov khoom hauv tsev nyob rau qhov kawg ntawm qhov ntawd. Tom qab pom cov neeg siv khoom xav tau zoo li no thiab tiv thaiv cov khoom lag luam ntsig txog cov khoom lag luam tawm, qee lub tuam txhab tso cov xaj loj dua lossis nrawm dua.

Cov khw muag khoom loj tau tawm tsam ntev thiab nyuaj los tsim cov khoom muag uas lawv tsis tuaj yeem hloov kho kom zoo thaum lawv xav tau kom qeeb cov khoom xa tuaj. Chen hais tias "Koj tsis tuaj yeem hloov pauv ntawm dime," Chen hais.

Walmart thiab Target yog cov khw muag khoom uas ua rau cov neeg lag luam poob siab nrog kev dhia tseem ceeb hauv cov khoom lag luam qib hauv thawj peb lub hlis twg, uas xaus rau lub Plaub Hlis 30.

Lub hom phiaj tau txiav nws qhov kev kwv yees ob zaug, ib zaug hauv lub Tsib Hlis thiab dua nyob rau lub Rau Hli, hais tias nws yuav tshem tawm kev txiav txim, txiav tus nqi thiab ua lwm yam kev ua yeeb yam kom tshem tawm qhov teeb meem.

Walmart's US CEO, John Furner, tau lees paub ntawm hnub ua lag luam nyob rau lub Rau Hli tias lub tuam txhab xav "tsuas yog xav tseg" feem ntau ntawm nws cov khoom muag ntau dhau. Nws ceeb toom tias nws yuav siv "ob peb lub hlis twg" kom rov qab mus rau qhov chaw khaws khoom noj qab haus huv. Ib hlis tom qab, tus nqi txo txiav nws lub quarter thib ob thiab cov nyiaj tau los puv xyoo, nyob rau hauv ib feem ntawm kev txhoj puab heev markdowns.

Cov khw muag khoom hauv khw, suav nrog Abercrombie & Fitch, American dav dawb hau thiab Gap, tau tshaj tawm cov teeb meem zoo sib xws. Ib txhia kuj txiav lawv cov kev kwv yees.

Kohl tus swung los ntawm muaj cov khoom muag tsawg dhau xyoo tas los kom muaj ballooning khoom nyob rau hauv lub quarter thib ob ntawm lub xyoo no. Qee qhov ntawd tau los ntawm cov khoom zoo nkauj thaum nws qhib Sephora cov khw thiab kev txiav txim siab ntim thiab tuav cov khoom uas tuaj txog lub sijhawm tsis raug lossis tsis muag.

Gap cov khoom muag tau raug ntaus los ntawm qhov tsis sib xws ntawm qhov loj thiab ntau yam. Ntawm nws cov qub Navy saw, kev thawb kom muag ntau ntxiv cov khoom loj backfired nrog cov khw muag khoom muaj ntau qhov txuas ntxiv thiab tsawg dhau ntawm qhov ntau thiab tsawg nrog kev thov siab dua.

Tsis yog txhua tus neeg muag khoom tau tawm tsam nrog ntau yam khoom muag. Qhov zoo tshaj plaws Muas txiav nws qhov kev muag khoom kwv yees rau lub xyoo Thaum Lub Xya Hli, raws li kev muag khoom ntawm cov neeg siv khoom siv hluav taws xob xws li laptops thiab TVs qeeb, tab sis nws cov khoom muag tau poob xyoo dhau xyoo hauv lub quarter thib ob.

Zoo li nws cov phooj ywg, Macy tus pom kev hloov ntawm cov khaub ncaws xws li khaub ncaws thiab cov tsev hauv tsev mus rau cov khaub ncaws hnav. Nws kuj txiav nws qhov kev kwv yees, hais txog qhov tsis muaj zog ntawm cov neeg siv khoom siv. Txawm li cas los xij nyob rau hauv lub quarter tsis ntev los no, nws tau ua rau muaj qhov tsis txaus ntseeg ntawm cov khoom muag.

CEO Jeff Gennette tau hais ntawm kev hu xov tooj nyiaj tau los thaum Lub Yim Hli tias lub khw muag khoom siv cov ntaub ntawv txheeb xyuas kom txav nrawm. Nws hais tias nws ua rau qeeb kev txiav txim rau cov hom lag luam uas nws muaj kev hloov pauv ntau dua, vim nws pom cov neeg siv khoom thim rov qab ntawm kev siv nyiaj thiab hnov ​​​​txog cov neeg sib tw cov khoom muag teeb meem.

Rau cov neeg yuav khoom, kev siv zog los tshem cov khoom muag yuav txhais tau hais tias kev sib cog lus loj dua lub caij so no. Rau cov khw muag khoom, nws yuav txhais tau tias nyem cov nyiaj tau los.

Neil Saunders, tus thawj coj ntawm GlobalData Retail, lub tuam txhab kev sab laj hais tias.

Txawm tias tus nqi qis dua, cov khaub ncaws lub caij ntuj sov yog tawv muag thaum lub caij ntuj no, nws hais. Yog li yog kev yuav khoom ib-thiab-ua tiav uas ntau tus neeg twb tau ua thaum lub sijhawm dhau los ntawm kev sib kis, xws li TV tiaj tus lossis lub tshuab ntxhua khaub ncaws, nws hais.

Cov khoom muag ntau dhau tuaj yeem txo qis qhov kev yuav khoom hauv lub caij so no ntawm qee lub khw muag khoom, ib yam nkaus. Piv txwv li, ntawm kev mus ncig tsis ntev los no rau Kohl lub khw muag khoom, nws hais tias, nws muaj teeb meem taug kev ncig "chockablock full" aisles.

Muaj ntau yam khoom - txawm tias luv nqi - tuaj yeem cuam tshuam cov neeg yuav khoom uas nrhiav kev yooj yim, nrawm thiab yooj yim thaum lub caij tsis khoom. Nws tuaj yeem tsav lawv mus rau cov neeg sib tw hauv online xws li Amazon.

Saunders tau hais tias "Ntau tus neeg tuaj yeem taug kev mus rau hauv khw muag khoom los saib ib puag ncig thiab lawv tsuas tuaj yeem tawm mus dua thiab xav tias 'Kuv tuaj yeem tiv tsis tau qhov no," Saunders tau hais.

Qee cov kws tshuaj ntsuam xyuas twb tau ua rau cov khoom muag mob taub hau mus tas li. Lub lim tiam dhau los, lub tuam txhab tshawb fawb txog kev ncaj ncees Evercore ISI tau pib qhov kev lag luam tsis zoo hu rau Lub Hom Phiaj ua ntej cov nyiaj tau los, hais tias nws cia siab tias cov khw muag khoom loj yuav tshaj tawm qhov tsis txaus ntawm cov nyiaj tau los thiab qhia tias nws tseem tsis tau muaj lub hlis ntawm kev tsim cov khoom muag.

Feem ntau ntawm Target qhov muag yog los ntawm cov khoom siv txiav txim siab, piv rau Walmart, uas rub nws feem ntau ntawm cov khoom muag.

Txawm li cas los xij, cov hnub so tuaj yeem qiv tes rau cov khw muag khoom tseem tab tom tiv nrog cov khoom lag luam bloated, hais tias Greg Melich, tus kws tshuaj xyuas muag khoom rau Evercore ISI. Cov neeg yuav khoom tseem npaj yuav ntaus lub khw muag khoom thiab nrhiav khoom plig, txawm tias yog tias hnub so kev kwv yees ntau dua muted.