Dab tsi Walmart, Target, Home Depot thiab Lowe qhia peb txog kev lag luam

Yuav ua li cas zoo yog cov neeg siv khoom Asmeskas tuav tiv thaiv kev nce nqi saum ntuj? Nws nyob ntawm tus neeg koj nug.

Plaub lub khw muag khoom loj - Walmart, Target, tsev Depot thiab Lowe's - tshaj tawm cov txiaj ntsig nyiaj txiag peb lub hlis twg lub lim tiam no, thiab lawv txhua tus muaj kev xav sib txawv ntawm qhov twg thiab qhov twg tib neeg siv lawv cov nyiaj.

Walmart tau hais tias qee qhov ntawm nws cov neeg siv khoom muaj nqis ntau dua tau pib pauv mus rau cov npe lag luam ntiag tug, thaum Home Depot tau hais txog qhov muaj peev xwm ntawm nws cov neeg siv khoom, feem pua ​​​​ntawm cov neeg ua haujlwm hauv tsev thiab cov neeg cog lus.

Cov ntawv ceeb toom tuaj tom qab Amazon thaum lub Plaub Hlis lig flashed ceeb toom cov cim rau kev lag luam muag khoom thaum nws tau booked qhov kev loj hlob qeeb tshaj plaws rau ib lub hlis twg txij li lub dot-com tsoo hauv 2001 thiab muab qhov kev kwv yees tsis txaus ntseeg.

Tseem, kev cia siab ntawm Wall Street tau siab dua lub lim tiam no rau Walmart thiab Target. Cov kws tshuaj ntsuam xyuas thiab cov tub ua lag luam tsis tau cia siab tias ob lub khw muag khoom loj yuav ua rau muaj kev cuam tshuam loj heev rau lawv cov txiaj ntsig nyob rau lub sijhawm dhau los vim cov khoom siv saw hlau hnyav ntawm kev muag khoom thiab cov khoom tsis xav tau, xws li TVs thiab cov khoom siv hauv chav ua noj, piled. Walmart tau kaw hnub Tuesday poob 11.4%, uas yog hnub phem tshaj plaws txij li lub Kaum Hli 1987. Hnub Wednesday, Walmart poob ntxiv 6% hauv kev ua lag luam yav tav su, thaum Lub Hom Phiaj tseem nyob rau hauv kev ua kom muaj nws hnub phem tshaj plaws hauv 35 xyoo.

Home Depot thiab Lowe's, txawm li cas los xij, tau pom ntau lub zog ntawm cov neeg yuav khoom hauv lub lis piam tsis ntev los no.

“Peb cov neeg siv khoom muaj zog. Peb tsis pom qhov rhiab heev rau theem ntawm kev nce nqi uas peb xav tau thaum pib, "Home Depot CEO Ted Decker tau hais rau hnub Tuesday ntawm lub tuam txhab cov nyiaj tau los hu. (Kev sib koom ntawm ob qho kev txhim kho hauv tsev tau poob ntau dua 5% nyob rau hnub Wednesday yav tsaus ntuj kev lag luam thaum nruab nrab kev lag luam dav dav muag.)

Cov lus tawm tswv yim sib xyaw los ntawm cov khw muag khoom no feem ntau vim tias cov neeg Asmeskas tau ntsib kev lag luam tsis sib xws, nyob ntawm lawv cov nyiaj tau los. Cov tuam txhab lag luam thiab cov neeg siv khoom tau nyob rau lub sijhawm hloov pauv tsis tau teev tseg tom qab lub hlis ntawm Covid-txog kev ntsuas ntsuas uas tau ua rau kev yuav khoom ntawm cov kaus poom, ntawv tso quav thiab Peloton Cov tsheb kauj vab kom nce siab. Ntau qhov kev txhawb nqa nyiaj txiag txhawb kev siv nyiaj rau khau ntaub tshiab thiab khoom siv hluav taws xob.

Tab sis raws li cov nyiaj ntawd qhuav, cov khw muag khoom yuav tsum taug kev lawv qhov qub qub. Qhov ntawd suav nrog kev nce nqi ntawm 40 xyoo siab, Russia txoj kev ua tsov ua rog nyob rau hauv Ukraine thiab ib tug tseem-crippled ntiaj teb no mov saw.

"Txawm hais tias peb tau ntsib kev nce nyiaj nce siab hauv peb cov kev lag luam thoob ntiaj teb xyoo dhau los, US kev nce nqi nce siab thiab nce sai heev, ob qho tib si hauv cov khoom noj thiab cov khoom lag luam, yog qhov txawv txav," Walmart Tus Thawj Coj Thawj Coj Doug McMillon tau hais rau hnub Tuesday ntawm cov nyiaj tau los. kev sib tham hu.

Cov txiaj ntsig lub lim tiam no tuaj yeem ua rau muaj teeb meem rau ntau tus neeg muag khoom, suav nrog Macy tus, Kohl tus, Nordstrom thiab Kaw, uas tseem tsis tau tshaj tawm cov txiaj ntsig rau thawj peb lub hlis twg ntawm 2022. Cov tuam txhab no uas tso siab rau cov neeg siv khoom hauv lawv lub khw muag khoom kom splurge ntawm cov khaub ncaws tshiab lossis khau tuaj yeem raug quab yuam tshwj xeeb, raws li Walmart hinted tias cov neeg yuav khoom tau pib rub rov qab rau cov khoom siv los txiav txim siab. siv nyiaj ntau dua rau cov khoom noj.

Nyob rau tib lub sijhawm, cov khw muag khoom tau hais txog qhov kev xav tau ntawm cov khoom xws li lub nra, hnav khaub ncaws thiab pleev raws li ntau tus neeg Asmeskas npaj caij so thiab mus koom kev tshoob kos. Tab sis qhov kev txhawj xeeb yog tias cov neeg siv khoom yuav raug yuam kom ua lag luam tawm, qee qhov, txhawm rau them cov khoom no. Los yog lawv yuav nrhiav cov khoom luv nqi ntawm cov khw xws li TJ Maxx.

Nov yog qhov Walmart, Target, Home Depot thiab Lowe's qhia peb txog lub xeev ntawm cov neeg siv khoom Asmeskas.

Walmart tab tom pom cov duab sib xyaw, zoo li cov neeg siv khoom hauv tsev cov nyiaj tau los thiab lawv xav li cas txog yav tom ntej. Tab sis nyob rau hauv peb lub hlis twg tsis ntev los no, lub teb chaws cov khw muag khoom loj tshaj plaws hais tias cov neeg yuav khoom tau qhia tias lawv nco qab txog cov peev nyiaj.

Cov neeg siv khoom tau taug kev tawm ntawm lub khw muag khoom thiab tawm hauv lub khw muag khoom lub vev xaib nrog tsawg dua cov khoom yuav khoom. Ntau ntawm lawv tau hla dhau cov khaub ncaws tshiab thiab lwm yam khoom siv dav dav vim lawv pom cov nqi nce ntawm cov roj thiab cov khoom noj. Qee qhov pauv mus rau cov npe pheej yig dua lossis cov khoom me me, suav nrog ib nrab-nkas loos mis nyuj thiab cov khw muag khoom noj cov nqaij noj es tsis txhob muaj cov khoom lag luam uas muaj nqi tshaj, Tus Thawj Saib Xyuas Nyiaj Txiag Brett Biggs hais rau CNBC.

Ntawm qhov tod tes, nws tau hais tias, qee cov neeg siv khoom tau nce mus rau cov rooj tog zaum tshiab lossis mob siab rau caum tus tshiab gaming console, nws hais.

"Yog tias koj saib cov pej xeem hauv Teb Chaws Asmeskas thiab tso peb cov neeg siv khoom daim ntawv qhia saum toj ntawm nws, peb yuav nyob ze rau tib yam," Biggs hais. "Thiab yog li koj tau muaj qee tus neeg uas yuav xav tias muaj kev ntxhov siab ntau dua li lwm tus thiab kuv xav tias qhov ntawd yog qhov peb tab tom pom."

Lub Hom Phiaj tau hais tias nws tab tom pom cov neeg siv khoom muaj zog uas muaj qhov tseem ceeb tshiab vim tias kev kis tus kabmob kis mus rau ntau qhov kev xav tom qab.

"Lawv tab tom hloov los ntawm kev yuav TV mus yuav lub nra," Tus Thawj Saib Xyuas Haujlwm Brian Cornell tau hais hauv kev xam phaj ntawm CNBC's "Squawk Box." Nws hais ntxiv tom qab, "lawv tseem yuav khoom, tab sis lawv pib siv nyiaj txawv."

Qhov kev hloov ntawd tau tshwm sim nrog kev yuav khoom hauv thawj peb lub hlis twg, nws hais. Cov neeg siv khoom yuav khoom dai thiab khoom plig rau Easter thiab Niam Hnub ua koob tsheej. Lawv cuam, thiab tuaj koom, cov menyuam yaus hnub yug loj dua - ua rau dhia hauv kev muag khoom ua si. Lawv kuj yuav khoom tsawg dua li tsheb kauj vab thiab cov khoom siv hauv chav ua noj me me raws li lawv booked flights thiab npaj mus txawv tebchaws.

Cornell tau taw qhia rau theem kev siv nyiaj siab uas Lub Hom Phiaj tau tawm tsam xyoo dhau los thawj peb lub hlis twg, vim tias cov neeg Asmeskas tau txais nyiaj los ntawm kev txheeb xyuas nyiaj txiag thiab muaj tsawg dua qhov chaw siv nws.

Kev muag khoom sib piv tseem nce ntxiv, txawm tias qhov kev sib piv nyuaj, nws tau sau tseg. Ntxiv rau, kev khiav tsheb ntawm Target lub khw thiab lub vev xaib tsheb tau nce ze li 4% xyoo dhau los. Cov naj npawb ntawm kev muag khoom, txawm li cas los xij, yuav suav nrog cov txiaj ntsig ntawm kev nce nqi uas ua rau txhua yam ntawm cov nqi thauj khoom mus rau cov khoom noj khoom haus pricier.

Lub hom phiaj peb lub hlis dhau los kuj tseem muaj qib siab dua ntawm qhov cim tseg, cov khoom tseem ceeb ntawm cov khw muag khoom lag luam uas ntau dua lossis tsawg dua ploj mus thaum muaj kev sib kis thoob ntiaj teb vim cov neeg yuav khoom muaj kev noj qab haus huv loj los yuav thiab cov khw muag khoom muaj cov khoom muag tsawg dua los tso rau hauv txee.

Tus neeg muag khoom txhim kho tsev tau hais rau cov tub ua lag luam rau hnub Tuesday tias nws tseem tsis tau pom qhov sib txawv ntawm cov neeg siv khoom tus cwj pwm tseem.

Hauv Tsev Depot qhov nruab nrab daim pib nce 11.4% hauv peb lub hlis twg, ua rau muaj kev nce nqi ntau. Tab sis cov thawj coj kuj tau hais tias cov neeg siv khoom lag luam nce, tsis yog lag luam poob. Piv txwv li, cov neeg siv khoom tau hloov los ntawm cov tshuab txiav nyom siv roj rau cov roj teeb uas kim dua, raws li Home Depot Tus Lwm Thawj Coj ntawm Kev Muag Khoom Jeff Kinnaird.

Qhov kev coj cwj pwm no yuav yog vim qhov tseeb tias feem coob ntawm cov neeg siv khoom hauv Tsev Depot yog cov tswv tsev, uas tau pom lawv cov Cov nqi vaj tsev muaj nqis nce siab hauv ob xyoos dhau los. CFO Richard McPhail tau hais hauv kev hu xov tooj tias ntau dua 90% ntawm nws cov neeg siv khoom ua-nws-koj tus kheej muaj lawv lub tsev, thaum lub hauv paus tag nrho nws cov muag rau cov neeg cog lus yog sawv cev ntawm tus tswv tsev.

McPhail kuj tau hais tias kwv yees li 93% ntawm nws cov neeg siv khoom nrog qiv nyiaj tau txais tus nqi tas. Raws li cov paj laum thiab cov nqi vaj tse nce, cov neeg siv khoom xav txog kev txav mus los yog xaiv los nyob hauv lawv lub tsev tam sim no thiab hloov kho lawv.

Lowe tau hais lus zoo sib xws thaum lub rooj sib tham hu xov tooj rau hnub Wednesday. CEO Marvin Ellison tau hais tias kev txaus siab hauv tsev, cov khoom lag luam hauv tsev laus thiab cov tsis muaj vaj tse nyob tsis tu ncua yog tus tsav tsheb tseem ceeb ntawm Lowe txoj kev lag luam.

"Nws yog ib qho laj thawj vim li cas kuv xav tias kev txhim kho hauv tsev yog qhov chaw muag khoom tshwj xeeb thiab tuaj yeem muaj qhov chaw macro no uas muaj cov lus nug ntau txog kev noj qab haus huv ntawm cov neeg siv khoom," nws hais rau cov kws tshuaj ntsuam.

Cov neeg siv khoom ua haujlwm ntawm DIY tej yaam num suav txog li peb lub hlis twg ntawm Lowe qhov muag, uas yog ib qho kev faib ua feem ntau dua li kev sib tw hauv Tsev Depot. Txog tam sim no, lub tuam txhab tseem tsis tau pom cov khoom lag luam poob los ntawm cov neeg siv khoom no.

Txawm li cas los xij, cov neeg siv khoom tau pib xav tias qhov pinch los ntawm kev nce nqi zog. Ellison hais rau CNBC tias Lowe cov neeg siv khoom tau ua lag luam mus txog cov cuab yeej siv hluav taws xob siv hluav taws xob thiab cov tshuab txiav nyom thiab cov tshuab ntxhua khaub ncaws uas siv roj ntau dua.

“Kuv puas xav tias nws muaj ib yam dab tsi cuam tshuam nrog tus nqi roj? Cov lus teb yog kiag li, ”nws hais.

Lowe's tau poob qis ntawm Wall Street qhov kev cia siab rau nws qhov kev muag khoom txhua lub hlis twg, tab sis cov thawj coj chalk li cov khw muag khoom poob siab ua haujlwm rau huab cua.