Daim phiajcim "tam sim no ntiav" tau muab tso rau ntawm Lub Nroog Outfitters khw hauv San Francisco.
David Paul Morris | Bloomberg | Getty Images
Cov thawj coj hauv khw muag khoom nthuav tawm ntawm lub rooj sib tham virtual ICR lub lim tiam no tau piav qhia txog yuav ua li cas kis tau tus mob omicron variant yog denting kev muag khoom thiab tawm hauv khw muag khoom thiab chaw faib khoom tsis muaj neeg ua haujlwm.
Tab sis cov tub ua lag luam zoo li tau tawm ntawm cov xov xwm tsis zoo, pom nws yog qhov kev sib tw luv luv. Rau ntau lub khw muag khoom, cov nyiaj hauv ob sab phlu yog cov neeg siv khoom xav tau zoo li qub.
Lululemon tau hais tias kev muag khoom nyob rau lub Kaum Ib Hlis-rau-Lub Ib Hlis Lub Peb Hlis yuav los rau hauv qis kawg ntawm nws qhov kev cia siab yav dhau los vim nws yuav tsum tau ua kom luv sij hawm ntawm qee qhov chaw vim muaj kev txwv kev ua haujlwm. Lands 'End tau hais tias nws tau muaj lub sijhawm nyuaj rau ntiav. Abercrombie & Fitch tau txiav nws cov nyiaj tau los ntawm plaub lub hlis twg ntawm kev kwv yees vim tias nws tsis muaj cov khoom muag txaus hauv Tshuag kom tau raws li cov neeg siv khoom xav tau. Thaum Lub Nroog Outfitters tau hais tias cov neeg yuav khoom tuaj xyuas nws lub khw muag khoom tsis tuaj txog lub Kaum Ob Hlis zoo li nws tau npaj tseg, thiab cov neeg yuav khoom los ntawm nws lub vev xaib.
Tseem, Abercrombie shares tau nce ze li 8% nruab nrab hnub Tuesday, thaum tus neeg sib tw American Eagle Outfitters tau nce txog 3%. Nroog Outfitters 'cov khoom lag luam tau nce yuav luag 2%, thiab Lands' End tau nce me ntsis ntau dua 2%.
Thiab cov no tsuas yog qee qhov piv txwv ntawm txoj hauv kev uas qhov kev nce siab tshiab ntawm Covid cov neeg mob hauv Tebchaws Meskas yog qhov tseeb tias yuav ua rau muaj kev lag luam muag muag nyob rau lub asthiv tom ntej. Hnub Monday, kwv yees li 1.5 lab tus neeg mob tshiab ntawm Covid-19 tau tshaj tawm, raws li cov ntaub ntawv sau los ntawm Johns Hopkins University, thawb xya-hnub nruab nrab ntawm cov xwm txheej tshiab txhua hnub rau 754,000. Txawm hais tias ntau tus neeg tau txhaj tshuaj tiv thaiv tus kab mob no hais tias nws cov tsos mob me me, tsev kho mob tau pib nce siab, tshwj xeeb tshaj yog rau cov neeg mob thiab tsis tau txhaj tshuaj tag nrho.
Txawm hais tias cov khw muag khoom no yuav yog lub lis piam deb ntawm kev tso tawm cov txiaj ntsig tiav rau lub hlis so, cov kev hloov kho thiab cov lus pom tau muab cov kws tshuaj ntsuam xyuas thiab cov tub ua lag luam saib ua ntej ntawm qhov yuav los. Tuam txhab uas muag los ntawm Lululemon mus rau American Eagle kuj tau teeb pom kev zoo li cas lawv ua haujlwm los ntawm kev cuam tshuam los ntawm omicron.
Ua hauj lwm cov sij hawm ntxiv
Lands 'End Chief Financial Officer Jim Gooch tau hais rau hnub Tuesday qee tus neeg ua haujlwm tau nce mus ua haujlwm ntau teev nyob rau lub asthiv tsis ntev los no.
"Peb lees paub tias qhov teeb meem loj yuav yog kev ua haujlwm. … Peb cia siab tias qhov ntawd yuav ua rau lub cev mus tom ntej, tab sis xyoo no yog ib qho kev sib tw, "nws hais thaum lub sijhawm nthuav qhia ICR. "Thiab yog li cov pab pawg tab tom ua qhov lawv tuaj yeem sim ua kom tawm hauv ntej thaum peb mus rau xyoo no."
Abercrombie & Fitch tau hais rau hnub Tuesday nws muaj peev xwm rub cov neeg ua haujlwm los ntawm ib qho ntawm nws lub npe mus ua haujlwm ntawm lwm lub khw muag khoom kom qhib qhov rooj thaum cov neeg ua haujlwm hu tawm mob. Lub tuam txhab kuj muaj Hollister thiab Gilly Hicks.
"Hauv ib lub khw uas peb muaj ntau lub npe thiab peb muaj teeb meem rau cov neeg ua haujlwm vim tias peb muaj ib lub khw tej zaum yuav raug ntes nrog Covid, peb tuaj yeem qiv cov neeg ua haujlwm los ntawm lwm lub khw thiab qhov ntawd tau pab peb zoo heev," said Abercrombie Chief Executive Fran. Horowitz, thaum muaj kev nthuav qhia ICR.
Raws li qhov tshwm sim, Horowitz tau hais tias, Abercrombie tsis tas yuav kaw tag nrho cov khw muag khoom vim yog Covid kis. Txawm li cas los xij, nws tau txo qis ib ntus ntawm qee qhov chaw, nws hais. Qhov ntawd yog ib txoj hauv kev uas cov tuam txhab los ntawm Macy's mus rau Gap rau Nike kuj tau coj tsis ntev los no.
'Me ntsis deja vu'
"Thawj hnub ntawm ICR 2022 yog deja vu me ntsis, nrog rau peb txhua tus hunkered nyob rau hauv pem hauv ntej ntawm peb cov computers hloov los ntawm lub rooj sib tham mus ntsib nrog nias ntawm ib lub pob," said Dana Telsey, CEO thiab tus thawj kws tshawb fawb ntawm Telsey Advisory. Pab pawg.
"Hmoov tsis zoo, qhov sib txawv ntawm omicron ntawm Covid-19 zoo li muaj qhov cuam tshuam tsis zoo uas peb txhua tus tau ntshai thaum Lub Ib Hlis muag thiab kev ua haujlwm," nws hais hauv daim ntawv rau cov neeg siv khoom.
Lub Nroog Outfitters tau tshaj tawm hnub Tuesday tias nws qhov muag rau ob lub hlis dhau los xaus Lub Kaum Ob Hlis 31 tau nce 14.6% los ntawm 2019 qib. Kev muag khoom digital thaum lub sijhawm ntawd tau nce ob tus lej, thaum kev muag khoom hauv khw tau poob qis dua ob tus lej feem pua ntawm ob xyoos, lub tuam txhab tau hais.
"Peb ntseeg tias omicron cuam tshuam rau peb lub khw muag khoom. … Nws nyuaj kom paub ntau npaum li cas, "CFO Melanie Marein-Efron tau hais, thaum lub sijhawm nthuav qhia ICR. "Thaum koj lub khw muag khoom tau txwv lawv cov sijhawm ua haujlwm ntawm kev qhib, kom meej meej koj txwv cov neeg siv khoom muaj peev xwm nkag mus rau hauv koj lub khw."
American Eagle, uas tseem yog tus tswv ntawm Aerie lingerie hom, tau hais tias nws tab tom npaj kev muag khoom hauv peb lub hlis twg kom nce ib nrab-rau-siab cov tub ntxhais hluas feem pua piv rau xyoo tas los. Qhov ntawd yog qis dua 21.5% nce uas cov kws tshuaj ntsuam tau kwv yees, raws li cov ntaub ntawv Refinitiv.
American Eagle tau ua, txawm li cas los xij, nce nws qhov kev cia siab rau 2023 cov nyiaj tau los rau $ 5.8 nphom, los ntawm $ 5.5 billion, qhia tias Covid cuam tshuam tsuas yog ib ntus xwb.
Tau qhov twg los: https://www.cnbc.com/2022/01/11/retailers-see-staffing-challenges-as-omicron-rages-sales-taking-a-hit.html