Yog tias koj xav paub seb lub xyoo no yuav zoo li cas rau kev lag luam muag khoom, saib tsis muaj ntxiv lawm Walmartceev faj qhov kev xav.
Tus nqi txo yooj yim topped kev cia siab rau lub quarter hnub so rau hnub Tuesday, tab sis nws tau muab qhov tsis muaj zog tshaj qhov kev cia siab rau xyoo tom ntej. tsev Depot muab cov lus qhia zoo sib xws. Lub khw muag khoom txhim kho tsev, uas kuj tshaj tawm cov nyiaj tau los ntawm peb lub quarter thib plaub Hnub Tuesday, tau hais tias nws tab tom npaj rau kev muag khoom tib lub khw, vim tias tsis muaj nyiaj nce ntxiv thiab nce cov paj laum ua rau cov neeg siv khoom saib lawv cov kev siv nyiaj.
Lub Tsev Depot cov khoom lag luam tau poob rau hnub Tuesday thaum sawv ntxov, thaum Walmart's tau ua haujlwm zoo, raws li lawv tau hais txog lub ntsiab lus tshiab: Cov neeg siv khoom tau dhau los ua nyuaj rau yeej.
Ntawm Walmart, qhov ntawd txhais tau hais tias cov neeg yuav khoom tau yuav ntau yam khoom tsim nyog xws li khoom noj khoom haus thiab lub teeb ci ntau dua li cov khoom loj lossis cov khoom siv txiav txim siab xws li hluav taws xob thiab khoom siv hauv tsev. Ntawm Lub Tsev Depot, nws tuaj yeem txhais tau tias cov neeg siv khoom tuaj yeem ncua qhov project hauv tsev lossis xaiv cov vuas pheej yig dua hauv pem teb lossis cov khoom siv hauv chav ua noj.
Lub Tsev Depot Tus Thawj Saib Xyuas Nyiaj Txiag Richard McPhail tau hais tias tus nqi siab dua ntawm cov khoom noj thiab ntau dua yog cuam tshuam rau cov neeg siv khoom txiav txim siab.
"Peb tau pom qhov nce qib ntawm tus nqi rhiab heev raws li lub xyoo dhau mus, uas yog qhov tseeb ntawm qhov peb kwv yees nyob rau hauv lub ntsej muag ntawm nyiaj txiag tsis tu ncua", McPhail hais rau CNBC.
Walmart tau ua kom muaj kev sib tw nyuaj rau nws qhov kev kwv yees puv xyoo, hais tias John David Rainey, lub tuam txhab CFO. Cov no suav nrog Federal Reserve paj laum hikes thiab cov neeg tau txais kev pab txo qis tus nqi txuag thiab shakier tshuav nyiaj li cas.
"Peb pom peb tus kheej nyob rau hauv qhov xwm txheej zoo sib xws rau ib qho uas peb tau nyob rau ntau xyoo dhau los uas muaj ntau yam tsis paub," nws hais hauv xov tooj nrog CNBC.
Walmart thiab Home Depot qhov zoo
Ntawm tus neeg ua lag luam hu, Rainey hu zaub mov inflation "qhov tawv ncauj tshaj plaws ntawm txhua pawg." Nws tau hais tias Walmart cia siab tias yuav hloov pauv ntawm cov khoom lag luam dav dav dav dua thiab mus rau cov khoom lag luam qis dua li cov zaub mov "kom mob me ntsis" hauv lub hlis tom ntej.
Walmart CEO Doug McMillon tau hais ntawm kev hu xov tooj rau cov tub lag luam, txawm li cas los xij, tias cov khw muag khoom loj yog nyob rau hauv qhov chaw muaj hmoo, tsis hais txog kev lag luam. Nws hais tias kev lag luam, uas muag txhua yam ntawm tshuaj txhuam hniav mus rau rooj tog, yog "natural hedged."
"Yog tias cov neeg siv khoom xav tau ntau yam thiab tsawg dua lwm yam peb hloov peb cov khoom muag," nws hais. "Yog tias kev lag luam muaj zog, peb cov neeg siv khoom muaj nyiaj ntau thiab qhov ntawd zoo heev. Yog tias tej yam nyuaj dua, lawv tuaj rau peb kom muaj nuj nqis. "
Nws tau khaws cov neeg siv khoom thoob plaws cov nyiaj tau los - suav nrog cov uas ua tau ntau dua $ 100,000 - ntawm Sam's Club thiab ntawm Walmart's SuperCenters, nws hais. Ze li ntawm 60% ntawm nws cov nyiaj tau los txhua xyoo yog los ntawm cov khoom noj khoom haus, ib pawg uas tsav tsheb mus los thiab muaj kev cuam tshuam nyiaj txiag.
Thiab, nws tau hais tias, thaum lawv mus yuav khoom ntawm Walmart lub khw lossis sim nws qhov kev thauj mus los lossis kev pabcuam xa khoom, lub tuam txhab cia siab tias nws yuav "ua rau lawv xaiv peb, txawm tias kev nce nqi yuav txo qis."
Home Depot's McPhail tau hais tias lub tuam txhab cov neeg siv khoom feem ntau yog cov tswv tsev nrog cov haujlwm ruaj khov thiab nyiaj txiag noj qab haus huv. Ntxiv rau, nws hais tias, raws li cov nqi tsev nce, ib txhia tab tom xaiv kho lawv lub tsev tam sim no es tsis yuav cov tshiab.
Lwm qhov dynamic uas tuaj yeem ua haujlwm rau Tsev Depot? Nws muag cov khoom uas tib neeg yuav pom tias yog qhov tsim nyog, xws li cov khoom siv los kho lub rhaub dej tawg lossis lub tshuab ntxhua khaub ncaws / tshuab ziab khaub ncaws uas tsev neeg yuav raug yuam hloov.
Lwm cov khw muag khoom zoo li yuav nyob rau hauv txoj haujlwm nyuaj. Muaj ntau lub khw muag khoom, xws li Macy tus thiab Nordstrom, skew rau cov khoom siv xws li khaub ncaws, hnab tes thiab khau. Ob lub tuam txhab ntawd twb ceeb toom cov tub ua lag luam txog lawv cov txiaj ntsig hnub so. Cov tuam txhab lag luam yuav tshaj tawm cov nyiaj tau los hauv lub quarter thib plaub rau lub lim tiam tom ntej.
Tau qhov twg los: https://www.cnbc.com/2023/02/21/walmart-home-depot-cautious-consumer.html