Shares ntawm retailers suav nrog Macy tus, American dav dawb hau thiab Amazon poob rau hnub Tuesday, ib hnub tom qab Walmart txiav nws cov nyiaj khwv tau los thiab ceeb toom tias nce nqi rau cov zaub mov thiab roj yog squeezing cov neeg siv khoom.
Lub khw muag khoom loj, uas yog lub teb chaws cov khw muag khoom loj tshaj plaws, tau hais tias cov khoom siv niaj hnub no tau noj ntau dua ntawm cov peev nyiaj hauv tsev thiab ua rau cov neeg yuav khoom siv nyiaj tsawg dua rau cov khoom lawv xav tau, xws li khaub ncaws tshiab. Walmart tau hais tias nws yuav tau muab cov luv nqi sib sib zog nqus kom tshem tawm cov khoom lag luam dav dav, ua rau nws cov txiaj ntsig tau zoo.
Rau Wall Street, cov lus tshaj tawm tau ua lwm yam ceeb toom. Nws ua rau muaj kev txhawj xeeb ntau ntxiv txog kev hloov pauv tus cwj pwm ntawm cov neeg siv khoom thiab seb qhov kev nce nyiaj tau ua rau muaj kev sib kis thoob qhov txhia chaw mus rau qhov kawg. Cov khw muag khoom loj xws li Walmart thiab Macy's tau teem sijhawm los tshaj tawm cov nyiaj tau los hauv nruab nrab Lub Yim Hli.
Steph Wissink, tus kws tshuaj ntsuam xyuas muag khoom rau Jefferies tau hais tias "Qhov no yog kev nkag mus rau hauv cov kev cov nyom thiab kev txiav txim siab uas tau tshwm sim hauv tsev neeg,"
Txawm hais tias cov kws tshawb fawb nyiaj txiag tsis tau tshaj tawm tias muaj kev lag luam poob qis, Wissink tau hais tias "peb zoo li muaj kev ruaj khov hauv 'kev txiav txim siab cov khoom lag luam poob qis."
Walmart qhov kev hloov kho tshiab los txog thaum cov tub ua lag luam sib tw dhau lub hlis ntawm cov ntaub ntawv tsis sib haum xeeb. Kev ua lag luam ua lag luam tseem muaj zog, tab sis cov neeg siv khoom xav tau tsis muaj zog. Kev nce nqi tau loj hlob sai tshaj plaws nyob rau hauv kaum xyoo, tab sis cov tshav dav hlau yog bustling nrog cov neeg mus ncig lub caij ntuj sov. Ntau txhiab Netflix cov neeg muas zaub tau tso tseg subscription, tab sis McDonald lub thiab Tso Tsheb Hlau Coca-Cola hais tias tib neeg tau txaus siab them ntau dua rau burgers thiab dej qab zib kom deb li deb.
Lwm yam tseem ceeb tau nyuaj rau daim duab, ib yam nkaus. Cov khw muag khoom tau dhau lub sijhawm thaum cov neeg yuav khoom tau txais nyiaj ntxiv los ntawm kev txheeb xyuas thiab kev txuag nyiaj los ntawm qhov lawv feem ntau siv rau cov kev pabcuam xws li kev koom tes hauv gym, tsev so thiab noj mov. Kev lag luam cuam tshuam txog kev yuav khoom tau nce raws li tib neeg tau nce rau tshiab chav ua noj gadgets, cov khoom siv ua haujlwm thiab leisurewear - pawg uas tam sim no tau poob los ntawm kev pom zoo.
Craig Johnson, tus tsim ntawm lub khw muag khoom sab laj Tus Tswv Cuab Kev Loj Hlob, tau hais tias qhov kev poob qis hauv kev txiav txim siab siv nyiaj yog vim cov tsev neeg tau nyiaj tsawg tau siv nyiaj ntau dua rau qhov tseem ceeb vim kev nce nyiaj txiag. Tsis tas li ntawd, nws tau hais tias cov neeg khwv tau nyiaj ntau dua tau siv nyiaj ntau dua rau cov kev pabcuam xws li kev mus ncig thiab kev lom zem es tsis txhob siv cov khoom tawm los ntawm kev sib kis..
"Walmart cov lus tshaj tawm ua ntej tsis yog qhov xav tsis thoob, thiab yuav yog thawj zaug ntawm ntau qhov kev tshaj tawm ua ntej," nws hais.
Target yog ib qho ntawm thawj cov tuam txhab lag luam los qhia txog cov dej khov ua ntej. Nws txiav nws qhov kev kwv yees rau cov nyiaj tau los ob zaug, hais tias nws yuav tsum tau tso tseg kev txiav txim thiab nce markdowns kom tshem tawm cov khoom tsis xav tau. Nws tau hais txog qhov teeb meem kom muaj cov khoom lag luam tsis raug, xws li TVs, tsheb kauj vab thiab cov khoom siv hauv tsev uas tau nrov thaum muaj kev sib kis, thiab hais tias nws xav tshem qhov chaw rau cov khoom siv rov qab rau hauv tsev kawm ntawv thiab khoom noj khoom haus hnub so.
Kohl tus, Sib, Da Dej & Lub Cev Ua Haujlwm thiab Bed Bath & Beyond tau tshaj tawm cov lus ceeb toom nyiaj tau los hauv ob peb lub lis piam dhau los. Thiab ntau lub tuam txhab, suav nrog cov kev pabcuam styling online Stitch Fix, video game retailer GameStop thiab e-commerce tuam txhab Khw Tshaj Tawm tau tshaj tawm layoffs.
Cov khw muag khoom hauv khw - uas muag ntau cov khoom siv txiav txim siab zoo li cov ris tsho thiab cov khoom siv hauv tsev - xav tias yuav raug ntes nyob rau hauv crosshairs.
Cov kws tshuaj ntsuam xyuas ntawm Deutsche Bank tau hais tias lawv xav tias yuav txo qis kev taw qhia tag nrho los ntawm tag nrho cov khw muag khoom hauv khw hauv txhab nyiaj, raws li ntau tus tau kwv yees qhov kev nce siab hauv kev muag khoom thiab cov paj tau paj hauv ib nrab xyoo tom qab.
Cov ntaub ntawv credit card los ntawm Bank of America qhia tau hais tias kev muag khaub ncaws hauv Asmeskas tau poob qis txij li lub asthiv xaus lub Peb Hlis 12, thiab tau nqis 15.6% txij li xyoo dhau los nyob rau lub lis piam xaus Lub Xya Hli 2.
Lorraine Hutchinson, tus kws tshuaj ntsuam xyuas ntawm Bank of America Securities, tau hais hauv tsab ntawv ceeb toom rau cov neeg siv khoom hnub Tuesday tias nws lub tuam txhab tau txiav nws cov nyiaj tau los kwv yees thoob plaws hauv kev lag luam khaub ncaws vim tias cov khoom lag luam tau nce thiab cov nyiaj cheb tau dhau los.
Hutchinson tau hais tias cov khw muag khoom tshwj xeeb uas ua rau cov neeg yuav khoom tau nyiaj ntau dua, xws li Lululemon, tseem tuaj yeem ua tau zoo. LVMH, uas yog tus tswv lag luam qib siab zoo li Dom Perignon thiab Louis Vuitton, kuj tau tshaj tawm rau hnub Tuesday tias cov neeg yuav khoom tau nyiaj ntau dua tseem yuav txaus siab rau splurge. Lub tuam txhab tau hais tias nws qhov muag tau nce 19% nyob rau lub quarter thib ob ntawm xyoo dhau los thaum tshem tawm cov txiaj ntsig hloov pauv, coj los ntawm kev loj hlob hauv nws txoj kev zam thiab cov khoom tawv.
Rau cov neeg txo nqi, ib qho kev nce siab ntawm kev nce nyiaj nce ntxiv yog tias cov neeg siv khoom muaj nqis tuaj yeem tuaj xyuas lawv lub khw ntau zaus hauv kev tshawb nrhiav cov khoom siv hauv tsev pheej yig dua. Walmart qhov feem ntawm US cov khoom noj khoom haus, piv txwv li, yog 21% thaum kawg ntawm Lub Rau Hli, nce los ntawm 18% rau lub hlis dhau los, raws li kev tshawb fawb tuam txhab Numerator.
Tab sis cov khoom noj muaj cov txiaj ntsig qis dua li cov khoom siv, xws li hluav taws xob thiab khaub ncaws. Qhov ntawd yog vim li cas Walmart txo nws cov nyiaj khwv tau los, txawm tias nce nws qhov kev kwv yees rau tib lub khw muag khoom.
Tau qhov twg los: https://www.cnbc.com/2022/07/26/walmarts-slashed-profit-outlook-sends-warning-about-state-of-the-american-consumer.html