Tus neeg taug kev taug kev los ntawm Bed Bath and Beyond khw hauv San Francisco, California.
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thaum Pw Hauv Paus & Tshaj Tshaj cov thawj coj hais lus rau cov tub ua lag luam hnub Tuesday thaum sawv ntxov, lawv yuav tsis tsuas tshaj tawm cov txiaj ntsig muag thiab cov nyiaj tau los. Lawv yuav tsum tau hais txog qhov muaj tseeb tiag: Cov khw muag khoom hauv tsev uas tau txais nyiaj ntsuab tsis dhau sijhawm.
Hnub Thursday, Bed Bath ceeb toom nws yuav tsum tau ua ntaub ntawv thov kev lag luam, hais tias nws yuav sai sai no tsis tuaj yeem them tus nqi raws li kev muag khoom lag luam thiab khw muag khoom dwindles. Nws kuj tau hais tias nws tau tawm tsam kom khaws cov khoom hauv Tshuag, vim tias nws khiav qis ntawm cov nyiaj ntsuab thiab ua haujlwm los kho cov kev sib raug zoo nrog cov neeg muag khoom.
Cov saw hlau thoob teb chaws, paub txog nws 20% daim coupon thiab saum ntuj-siab ntawm cov phuam da dej thiab cov khoom siv hauv tsev, yog qhov pheej hmoo ntawm kev koom nrog cov npe ntawm cov khw muag khoom uas tau kaw cov khw muag khoom thiab ploj mus. Xav, Sears. Lub nroog Circuit Court. RadioShack. Pier 1. Linens 'n Yam.
Dab tsi ntxiv, qhov kev sim hloov pauv tuaj nyob rau tib lub sijhawm uas kev nce nyiaj nce siab ntawm cov neeg siv khoom lub hnab nyiaj thiab raws li kev lag luam vaj tsev raug ntaus los ntawm cov paj laum ntau dua. Ntxiv rau, tom qab siv cov xyoo dhau los ntawm tus kab mob Covid Hauv tsev, ntau tus neeg xaiv los siv nyiaj rau kev noj mov lossis kev mus ncig ua si es tsis yog yuav khoom noj khoom haus, duvet lossis pov hauv ncoo.
"Thaum koj muaj kev hloov pauv ntawm cov neeg siv khoom faib lawv cov kev siv nyiaj, thiab kev lag luam poob qis uas muaj peev xwm nyob rau lub qab ntug, nws ua rau muaj kev sib ntaus sib tua ntau dua," said Justin Kleber, tus kws tshawb fawb laus ntawm Baird Equity Research.
Lub tuam txhab cov khoom lag luam ua tau zoo qhia txog nws txoj kev nyuaj rau pem hauv ntej, ib yam nkaus. Shares ntawm lub tuam txhab tau kov 52-lub lim tiam qis rau hnub Friday. Raws li hnub Monday kaw, lawv tau ua lag luam nyob ib puag ncig $ 1.62 rau tus nqi lag luam tsawg dua $ 150 lab.
Chasing rov qab los
Pw Ib Leeg nteg tawm nws qhov kev hloov pauv tshiab kawg hauv lub yim hli ntuj. Txoj kev npaj tau hu rau kev txiav nqi hnyav nyob rau hauv txoj kev kaw txog 150 ntawm nws cov khw muag khoom npe thiab txo nws lub taub hau suav txog li 20% thoob plaws nws cov neeg ua haujlwm thiab cov neeg ua haujlwm saw hlau.
Cov kev siv zog no tau ua rau nws cov nqi khiav lag luam poob qis, vim nws sim ua kom muaj kev muag khoom: Rau lub quarter thib peb, Bed Bath xav kom cov nuj nqis khiav lag luam yog li ntawm $ 583.6 lab, piv nrog li $ 698 lab hauv lub xyoo dhau los, nws tau hais rau hnub Thursday.
Lub tuam txhab cov tswv yim hloov pauv kuj tseem cuam tshuam txog qee yam ntawm nws cov ntawv ntiag tug thiab coj rov qab ntau lub npe zoo hauv lub tebchaws. Nws tau cog lus rau lub Yim Hli los ua haujlwm nrog cov hom lag luam hauv tebchaws los tsim cov khoom tshwj xeeb thiab ntxiv cov khoom los ntawm cov khoom lag luam ncaj qha rau cov neeg siv khoom lag luam - cov khoom lag luam tsom rau kev sib cais thiab muab cov neeg yuav khoom rov qab los rau nws lub khw.
Los rau hnub Tuesday, cov tub ua lag luam yuav xav hnov yog tias lub tuam txhab tau txhim kho nws cov khoom lag luam qib, yog tias lawv tau tswj xyuas cov khoom tshwj xeeb rau lub caij so thiab yuav ua li cas cov neeg muag khoom txaus siab ua haujlwm nrog cov khw muag khoom. Yog tias Bed Bath tau ua qhov tseem ceeb hauv kev txhim kho cov khoom muag, nws tuaj yeem muab kev cia siab rau lub quarters tom ntej.
"Ua thawj tus coj cov khoom lag luam tshiab thiab cov khoom lag luam rau peb cov neeg siv khoom ib txwm yog ib qho ntawm peb lub luag haujlwm ua tus muag khoom," Tus Lwm Thawj Coj Thawj Coj Mara Sirhal tau hais rau cov tub ua lag luam thaum lub Yim Hli 31 kev hloov pauv lag luam. "Hauv kev ua lag luam hauv tsev, muaj ntau lub npe D2C uas coj lawv tus kheej cov lag luam lag luam thiab cov neeg uas paub thiab xav tau lawv tab sis tsis muaj dav rau khw."
Emerging ncaj qha rau cov neeg siv khoom lag luam muaj kev txhawb siab los koom tes nrog cov khw cib-thiab-mortar xws li Bed Bath thiab Target, raws li lawv muab txoj hauv kev kom ncav cuag cov neeg siv khoom ntau dua thiab kev daws teeb meem los ntawm kev lag luam e-lag luam, cov nqi lag luam hnyav thiab cov neeg siv khoom hloov pauv uas tau txiav rau cov txiaj ntsig txij li kev sib kis tau pib ploj mus.
Tab sis cov khw muag khoom thiab cov neeg muag khoom tsis txaus siab los txuas ntxiv credit rau Bed Bath raws li nws cov nuj nqis nce ntxiv ua rau tsis ntseeg txog nws lub peev xwm los them rov qab cov nqi.
Thiab kev muag khoom tag nrho tseem tsis muaj zog.
Lub tuam txhab tau hais rau hnub Thursday nws cia siab tias qhov muag tau muag rau lub quarter thib peb, uas xaus rau Lub Kaum Ib Hlis 26, yuav yog kwv yees li $ 1.26 billion - ze li 33% poob los ntawm $ 1.88 billion nws tau tshaj tawm rau lub xyoo dhau los. Bed Bath cia siab tias qhov poob ntawm kwv yees li $ 385.8 lab rau lub quarter, kwv yees li 40% dhia hauv kev poob txhua xyoo. Cov kev poob peb lub hlis twg suav nrog kwv yees li $ 100 lab tus nqi them tsis taus, uas tsis tau teev tseg.
CEO Sue Gove tau hais kom ua siab ntev rau hnub Thursday, hais tias kev hloov pauv yuav siv sijhawm. Nws coj tus thawj coj tom qab yav dhau los CEO Mark Tritton raug thawb tawm nyob rau lub rau hli ntuj.
"Kev hloov pauv ib lub koom haum ntawm peb qhov loj thiab qhov ntsuas yuav tsum tau siv sijhawm, thiab peb cia siab tias txhua lub hlis tom ntej yuav txhim kho peb txoj kev vam meej," nws hais hauv xov xwm tshaj tawm.
Baird's Kleber tau hais tias cov tub ua lag luam yuav xav hnov yog tias muaj kev hloov pauv hauv kev muag khoom thaum lub caij Christmas - lub lis piam tseem ceeb uas yuav cuam tshuam txog plaub lub hlis twg, tab sis tuaj yeem saib ua ntej sai dua.