PC boom tau ploj mus, thiab peb tab tom yuav pom cov txiaj ntsig ua ntej Dub Friday

Tag nrho cov tuam txhab no yuav tshaj tawm thaum muaj cov cim qhia txog kev txo nyiaj so koobtsheej rau cov khoom xws li khaub ncaws thiab khoom siv hluav taws xob, tom qab ntau tus neeg siv khoom - daig hauv tsev hauv 2020 thiab 2021 - thauj khoom ntawm lub laptops thiab lwm yam khoom thiab tig Zoom rau hauv chav sib tham digital. Tab sis xyoo no, kev nce nqi ntau xyoo, thiab kev rov qab los rau kev siv nyiaj thoob ntiaj teb rau kev mus ncig thiab mus ncig ntawm tus neeg, tau yuam cov khw muag khoom thiab cov khoom siv hluav taws xob hloov mus rau lub ntiaj teb uas ntau tus neeg siv khoom tseem ceeb.

PC khoom xa tuaj tau poob ntawm tus nqi tsis pom txij li tsawg kawg ntawm 1990s. Adobe
ADBE,
-2.06%
tau hais lawm online hnub so nyiaj cheb rau cov khoom siv hluav taws xob tau nce siab li 17%. Rau cov computers, lawv tau khiav ntau npaum li 10% tsawg dua. TVs kuj raug muag rau pheej yig dua. Hnub so-season forecasts muaj feem ntau hu rau kev muag khoom nce, pab los ntawm tus nqi nce thiab kev xav tau ntev txawm tias cov nqi nce.

Hauv qhov tob: Kev sib kis thoob plaws PC boom dhau lawm, tab sis nws cov keeb kwm yuav nyob rau

Txawm li cas los xij, tau txais los ntawm Target
TSO,
+ 0.54%
hnub Wednesday plam loj ntawm cov nyiaj tau los peb lub hlis twg, thiab cov khw muag khoom loj tau hais tias nws tab tom npaj rau qhov kev poob qis hauv lub quarter thib plaub ntawm tib lub khw muag khoom, hais txog "kev muag muag muag thiab cov txiaj ntsig tau tshwm sim lig rau lub quarter thib peb thiab pheej mus rau lub Kaum Ib Hlis." Cov txiaj ntsig los ntawm Walmart
WMT,
+ 1.51%
yuav luag qhov opposite, txawm li cas los xij, nthuav dav cov nyiaj khwv tau los uas yeej los ntawm qhov dav dav thiab qhov kev pom zoo tag nrho ntawm xyoo.

Ntawm cov khw muag khoom me me, luv nqi Ross Stores Inc.
TSHIAB,
+ 9.86%
hiked nws tag nrho cov nyiaj tau los kwv yees, hais kev muag khoom nrawm tab sis yooj yim dua xyoo dhau ib xyoo kev sib piv ua ntej. Tab sis Williams-Sonoma Inc.
NWS,
-6.15%
sau tseg "macro uncertainty" thiab "nce ntxiv inconsistent" thov.

Lub lim tiam no hauv cov nyiaj tau

Cov tuam txhab tshaj tawm thaum lub sij hawm luv luv, nyob ntsiag to lub lim tiam - ua tsaug rau Thanksgiving - thiab tom qab kev txhawj xeeb txog kev lag luam poob qis tau dai ntau xyoo. Nrog 94% ntawm S&P 500
SPX,
+ 0.48%
tuam txhab uas muag twb tau tshaj tawm cov txiaj ntsig peb lub hlis twg, tsuas yog ib lub kaum os tau teem caij tso tawm cov nyiaj tau los hauv lub lim tiam tom ntej.

Tab sis ntawm cov 94%, muaj cov cim qhia tias kev ua lag luam nrog kev poob qis yuav yooj yim, tom qab kev lag luam loj hlob nyob rau lub quarter thib peb thiab thim rov qab tom qab ob peb lub hlis twg ntawm kev poob qis.

FactSet tus kws ntsuam xyuas laus John Butters, hauv tsab ntawv tshaj tawm rau hnub Thursday, tau hais tias 179 lub tuam txhab tau hais txog lub sijhawm "kev lag luam poob qis," thaum lub sijhawm hu nyiaj tau los hauv peb lub hlis twg. Qhov ntawd tseem ceeb tshaj qhov nruab nrab tshaj 10 xyoo, tab sis nws qis dua 242 lub tuam txhab uas tau hais txog kev lag luam poob qis hauv lub quarter thib ob.

Yav dhau los: Cov thawj coj zoo li ntseeg tau tias kev lag luam poob qis yuav los

Lwm qhov chaw hnub Monday, JM Smucker Co.
SJM,
+ 1.11%
- paub zoo tshaj plaws rau Folgers thiab Jif - tshaj tawm cov txiaj ntsig, tom qab kev txhawj xeeb txog tus nqi khoom noj ntau dua thiab ntau npaum li cas lawv yuav mus. Life-sciences electronics txiag Agilent Technologies Inc.
A,
+ 1.21%
tshaj tawm cov txiaj ntsig rau hnub Monday thiab. Fast-food chain Jack hauv Box Inc.
JACK,

ceeb toom Tuesday. Tsheb laij teb thiab kev tsim kho - tsheb Deere & Co.
DE,
+ 0.31%
ceeb toom hnub Wednesday, tom qab kev tsim khoom thiab cov khoom siv-chain snarls tab sis khov kho thov.

Cov hu kom muab tso rau hauv koj daim ntawv qhia hnub

Khaub ncaws xav tau, luv nqi xav tau: Urban Outfitters Inc.
URBN,
+ 2.44%
tshaj tawm hnub Monday, thaum Burlington Stores Inc.
BURL,
+ 4.63%,
Tus tsim tawm: Nordstrom Inc.
JWN,
+ 1.71%
thiab duas-khw saw Dollar Tree Inc.
DLTR, TSO
-0.21%
ceeb toom rau hnub Tuesday.

Kev txo nqi nthwv dej thoob plaws cov khw muag khaub ncaws, kev siv zog kom tshem tawm cov khoom muag, tuaj yeem nyiam cov neeg siv khoom ntau dua, tab sis nws txhawj xeeb Wall Street cov kws tshuaj ntsuam xyuas tsom mus rau cov npoo thiab cov kab hauv qab. Txawm li cas los xij, qee tus kws tshuaj ntsuam tau hais tias cov neeg yuav khoom yau dua xav zoo li lawv cov khaub ncaws tsis zoo, thiab lawv hais tias Nordstrom, uas cov neeg siv khoom nyiam muaj nyiaj ntau, yog qhov zoo tshaj plaws rau "ib lub wardrobe yav tom ntej refresh."

Cov khaub ncaws luv luv thiab cov khw muag khoom hauv tsev Burlington, lub sijhawm no, yuav tshaj tawm tom qab cov neeg sib tw txo nqi Ross thiab TJX tau txais kev nqa los ntawm cov tub ua lag luam lub lim tiam no.

Saib kuj: Lub caij so-khoom plig muaj qhov teeb meem sib txawv rau xyoo no dua li dhau los - thiab nws tuaj yeem ua rau qee qhov kev sib cog lus

Ross tus thawj coj, Barbara Rentler, tau sau tseg tias nce nqi tau ua rau nws cov neeg tau txais txiaj ntsig qis dua. Tab sis Jefferies cov kws tshuaj ntsuam xyuas tau hais tias Burlington thiab lwm tus neeg txo qis, uas feem ntau yuav cov khoom lag luam uas lwm cov khw muag khoom tsis xav tau, sawv los tau txais txiaj ntsig los ntawm kev tshem tawm cov khoom muag.

Dollar Tree, lub sijhawm no, tshaj tawm tias cov neeg yuav khoom ntau dua nrhiav cov khoom noj pheej yig dua, tab sis raws li cov khoom noj khoom haus nce ntxiv. Tab sis Bank of America cov kws tshuaj ntsuam xyuas, hauv tsab ntawv ceeb toom lub hli tas los, hais tias cov ntaub ntawv tsheb khiav tau hais txog "kev qeeb qeeb" mus rau qhov tshwm sim.

Cov naj npawb rau saib

Kev xav tau rau PCs, electronics: Dell thiab HP tshaj tawm nyob rau tom qab ntawm kev txiav txoj haujlwm tob dua thoob plaws kev lag luam thev naus laus zis, thaum Zoom sim txhawm rau txhawm rau ntxiv cov yam ntxwv - xws li daim ntawv qhia hnub thiab email ua haujlwm - kom rov hais dua rau kev lag luam me thiab hloov mus rau lub ntiaj teb kev ua haujlwm hybrid.

PC boom qhov kev puas tsuaj tau tsoo hauv tsev ntawm Dell thaum lub quarter dhau los, tshaj tawm thaum Lub Yim Hli, tom qab tus kheej-khoom muag ntawm lub tuam txhab tuaj hauv qab kev kwv yees. Cov thawj coj, thaum lub sijhawm ntawd, tau hais tias qhov kev thov PC tau poob qis thiab "cov neeg siv khoom tau ua tib zoo saib xyuas lawv cov kev xav tau muab qhov tsis paub tseeb."

Tswvyim: Cov nyiaj tau los ntawm tech tab tom dhia dej, thiab tsis muaj lub neej khaws cia hauv qhov pom

Qee cov kws tshuaj ntsuam, txawm li cas los xij, tau qhia tias qee qhov kev nqis peev ntawm cov neeg ua lag luam pessimism twb tau ci rau hauv cov nqi Tshuag.

"Peb lees paub qhov kev lag luam tsis zoo hauv kev cuam tshuam nrog PCs nrog rau kev nce qeeb hauv IT Infrastructure. Qhov ntawd tau hais tias, peb ntseeg tias qhov loj ntawm kev txiav tawm lub quarter dhau los tau teeb tsa Dell kom tsis txhob cuam tshuam rau lwm qhov kev hloov kho cov nyiaj tau los, "JPMorgan cov kws tshuaj ntsuam tau hais hauv tsab ntawv. Thiab txawm tias HP hnov ​​​​qhov mob zoo sib xws, cov kws tshuaj ntsuam tau hais tias qhov kev yuav khoom rov qab tuaj yeem yog "qhov chaw ci ntsa iab."

Cov txiaj ntsig los ntawm HP thiab Dell kuj tseem tuaj yeem cuam tshuam rau Best Buy, uas muag cov laptops, TVs, xov tooj thiab lwm yam khoom siv hluav taws xob.

"Nco qab tias qhov kev cia siab thawj zaug rau lub xyoo yog tias BBY yuav ntsib kev nyuaj siab vim nws lapped stimulus-fueled kev siv nyiaj thiab dav-raws li kev thov rau cov khoom siv technology thiab cov kev pab cuam," Wedbush cov kws tshuaj ntsuam tau hais nyob rau hauv ib daim ntawv rau hnub Friday.

"Txawm li cas los xij, macro tau hloov pauv ntau dua li qhov xav tau nrog cov neeg siv khoom ntsib kev cuam tshuam loj nyiaj txiag thiab cov tsev neeg tau nyiaj tsawg tau txiav txim siab los pauv qee yam xws li TV."