Cov tub ntxhais hluas siv Nike thiab Lululemon txawm tias muaj kev txhawj xeeb txog kev lag luam hauv Asmeskas

Cov tub ntxhais hluas tau siv nyiaj ntau dua thiab hloov pauv lawv cov kev yuav khoom, txawm tias lawv txhawj xeeb txog kev lag luam tsis paub tseeb, raws li kev tshawb fawb tshiab.

Athletic apparel brands xws li Lululemon thiab Nike uas ua ke kev nplij siab thiab kev zam tau yeej dhau los ntawm cov khaub ncaws hnav tsoos tsho, Piper Sandler's biannual "Ncua Tshuag Nrog Cov Hluas" tshaj tawm rau hnub Wednesday tau tshaj tawm.

Ntau tus hluas hais tias lawv tsis paub meej lossis tsis txaus siab rau qhov hu ua metaverse - lub tswv yim ntawm kev yuav khoom los ntawm kev paub txog kev muaj tiag. Cov khw muag khoom suav nrog Nike, PacSun, Forever 21 thiab Ralph Lauren tau tag nrho cov tau dipping lawv cov ntiv taw nyob rau hauv lub budding technology.

Cov tub ntxhais hluas coob zuj zus kuj hais tias lawv paub ntau dua nrog NFTs, lossis cov tokens uas tsis yog-fungible, dua li lawv lub caij nplooj zeeg kawg, thaum tsuas yog ib feem me me xwb tau yuav ib qho.

Tab sis lawv kuj tseem txhawj xeeb ntxiv txog kev ua tsov rog Lavxias hauv Ukraine, qhov kev tshawb fawb tau tshaj tawm, thiab tsis tshua muaj kev cuam tshuam nrog Covid-19 kis thoob qhov txhia chaw.

Cov txiaj ntsig ntawm kev tshawb fawb biannual muaj feem cuam tshuam rau cov lag luam vying kom yeej dhau tiam no cov nyiaj. Qhov ntawd yog qhov tseeb tshwj xeeb tam sim no nrog kev lag luam ib puag ncig riddled nrog tsis paub tseeb.

Cov tub ntxhais hluas npaj yuav siv nyiaj txog $ 2,367 xyoo no rau txhua yam ntawm cov zaub mov noj ceev thiab kev ua yeeb yaj kiab video mus rau cov hnab tes thiab khau ntaub, Piper Sandler pom, lossis kwv yees tag nrho ntawm kwv yees li $ 66 billion. Qhov ntawd yog nce 9% los ntawm kev tshaj tawm kev siv nyiaj hauv lub caij nplooj ntoos hlav 2021 tsab ntawv ceeb toom, thiab nce 4% los ntawm Piper Sandler qhov kev tshawb fawb lub caij nplooj zeeg. Tshaj tawm kev siv nyiaj txhua xyoo los ntawm cov hluas tau nce siab txog $ 3,023, nyob rau lub caij nplooj ntoo hlav xyoo 2006. 

Piper Sandler tau tshawb fawb 7,100 tus hluas txij Lub Ob Hlis 16 txog Lub Peb Hlis 22. Qhov nruab nrab hnub nyoog ntawm cov neeg tshawb fawb yog 16.2 thiab cov nyiaj tau los nruab nrab hauv tsev neeg yog $69,298. Peb caug cuaj feem pua ​​​​ntawm cov tub ntxhais hluas tshawb fawb tau ua haujlwm ib nrab hnub, nce ntawm 38% lub caij nplooj zeeg dhau los thiab 33% lub caij nplooj ntoo hlav dhau los.

Txawm hais tias cov hluas-kev siv nyiaj theem tau txhim kho tsis tu ncua txij li lub caij nplooj zeeg xyoo 2020, cov lag luam tseem cuam tshuam nrog cov lus nug ntawm dab tsi tuaj yeem cuam tshuam kev loj hlob thiab seb cov neeg siv khoom puas yuav thim rov qab rau lawv cov kev siv nyiaj.

Ib qho 71% cov tub ntxhais hluas tau tshaj tawm rau Piper Sandler tias lawv ntseeg tias Asmeskas kev lag luam poob qis dua, nce los ntawm 56% uas xav tias lub caij nplooj zeeg dhau los, thiab 46% lub caij nplooj ntoo hlav dhau los.

Thaum nug txog cov teeb meem nom tswv lossis kev sib raug zoo twg yog qhov tseem ceeb tshaj plaws rau lawv, cov tub ntxhais hluas cov lus teb sab saum toj yog Russia qhov kev cuam tshuam ntawm Ukraine, ntawm 13%. Qhov ntawd tau ua raws li ib puag ncig, ntawm 11%; haiv neeg sib npaug, ntawm 10%; gas nqi, ntawm 10%; thiab kev nce nqi, ntawm 4%.

Tus mob Coronavirus tseem ceeb tau poob tawm ntawm cov npe ntawm cov hluas 10 qhov kev txhawj xeeb saum toj kawg nkaus, tom qab qeb thib plaub hauv Piper Sandler qhov kev tshawb fawb lub caij nplooj zeeg dhau los thiab lub caij nplooj ntoo hlav dhau los.

Piper Sandler tus kws tshuaj ntsuam xyuas neeg siv khoom Matt Egger tau sau tseg tias qhov kev txhawj xeeb txuas ntxiv ntawm Generation Z cov neeg siv khoom ntawm ib puag ncig zoo rau kev xauj tsev xws li Xauj Tawm Kev Cais thiab muag khoom lag luam zoo li ThredUp thiab Lub Neej Tiag Tiag.

Lub caij no, Nike tseem yog tus No. Nws kuj tau nthuav dav nws cov paj raws li cov nyiam khau khau ntawm Gen Z cov neeg yuav khoom, daim ntawv ntsuam xyuas tau hais tias, ua ntej ntawm Converse, Adidas, Vans, New Balance thiab Crocs, nyob rau hauv qhov kev txiav txim.

American dav dawb hau khaws nws qhov chaw raws li cov tub ntxhais hluas cov khaub ncaws nyiam thib ob, ua raws li Lululemon, uas tau nce ib txoj haujlwm ntawm cov npe los ntawm xyoo dhau los. Fast-fashion retailer H&M tau nce mus rau thib plaub los ntawm cuaj xyoo dhau los. Adidas tseem nyob hauv qhov chaw thib tsib.

Zuag qhia tag nrho, cov npe kis las tau hais hauv qhov kev tshawb fawb tshaj tawm hnub Wednesday suav txog 44% ntawm cov hluas nyiam cov khaub ncaws, qib siab tshaj plaws uas Piper Sandler tau pom rau qeb. Qhov ntawd ua raws li kev hloov pauv dav dav ntawm cov neeg siv khoom thaum lub sijhawm muaj kev sib kis, mus rau cov khaub ncaws hnyav thiab xoob ntau dua kom hnav nyob ib ncig ntawm lub tsev. Thiab ntau tus tub ntxhais hluas tseem koom nrog cov npe kis las rau hauv lawv cov khaub ncaws txawm tias lawv rov qab mus rau tsev kawm ntawv thiab chaw ua haujlwm.

Shein, Suav e-commerce zam behemoth uas yog tshaj tawm tias hnyav ib puag ncig nyiaj txiag ntawm tus nqi kwv yees li $ 100 billion, nyob rau qib xya rau cov tub ntxhais hluas qhov chaw nyiam mus yuav khaub ncaws, nqis los ntawm thib rau thaum lub caij nplooj zeeg xyoo 2021 tab sis nce los ntawm yim lub caij nplooj ntoo hlav dhau los.

Cov poj niam txuas ntxiv nthuav dav tshaj cov txiv neej ntawm khaub ncaws, raws li Piper Sandler daim ntawv ntsuam xyuas, thaum cov txiv neej siv, qhov nruab nrab, txog $ 51 ntau dua cov poj niam ntawm khau txhua xyoo.

Amazon tseem nyob deb ntawm lub vev xaib nyiam mus yuav khoom tag nrho, noj 53% feem, nce ntawm 52% lub caij nplooj zeeg dhau los. Shein tseem nyob hauv qhov chaw thib ob, tab sis nws feem ntawm cov hluas nyiam poob mus rau 8% ntawm 9%. Lwm cov khw muag khoom ntawm cov npe yog Nike, PacSun, Lululemon thiab Ntxhais fuabtais Polly, nyob rau hauv qhov kev txiav txim.

Thaum nws los txog rau lub metaverse thiab platforms xws li Roblox los yog Decentraland, 26% ntawm cov tub ntxhais hluas tau tshaj tawm tias lawv muaj qee yam khoom siv virtual, tsuas yog 5% siv nws txhua hnub. Plaub caug yim feem pua ​​​​hais tias lawv tsis paub meej lossis tsis txaus siab rau qhov kev hloov pauv.