1. Amerika Birleşik Devletleri
Giyim perakende büyümesi ve ev mobilyalarında hafif düşüş
The latest data from the US Department of Labor shows that the Consumer Price Index (CPI) in April increased by 3.4% year-on-year and 0.3% month on month; Çekirdek TÜFE, yıldan yıla% 3,6'ya düştü ve Nisan 2021'den bu yana en düşük noktaya ulaştı ve enflasyon baskısının marjinal olarak hafifletildi.
Amerika Birleşik Devletleri'nde perakende satışlar ayda istikrarlı kaldı ve Nisan ayında yıllık% 3 arttı. Özellikle, temel perakende satışlar ayda% 0,3 azaldı. Out of the 13 categories, 7 categories experienced a decrease in sales, with online retailers, sports goods, and hobby goods suppliers experiencing the most significant decline.
Bu satış verileri, ekonomiyi destekleyen tüketici talebinin zayıfladığını göstermektedir. Although the labor market remains strong and provides consumers with sufficient spending power, high prices and interest rates may further squeeze household finances and restrict the purchase of non essential goods.
Comprehensive stores (including supermarkets and department stores): The retail sales in April were $75.87 billion, a decrease of 0.3% from the previous month and an increase of 3.7% from the same period last year. Mağazaların perakende satışları 10.97 milyar ABD dolarına ulaştı.
Hanehalkı envanter satış oranı büyüme, giyim istikrarı
In March, the inventory/sales ratio of clothing and apparel stores in the United States was 2.29, a slight increase of 0.9% compared to the previous month; Mobilya, ev mobilyaları ve elektronik mağazaların envanter/satış oranı, bir önceki aya göre% 2,5 artışla 1.66 idi.
2. AB
Retail: According to Eurostat estimates, the Eurozone's retail trade volume increased by 0.8% month on month in March 2024, while the EU grew by 1.2%. Geçen yılın aynı dönemiyle karşılaştırıldığında, perakende satış endeksi%0,7 artarken, AB%2.0 arttı.
3. Japonya
Macro: According to the March household income and expenditure survey recently released by the Japanese Ministry of General Affairs, the average monthly consumption expenditure of households with two or more people in 2023 (April 2023 to March 2024) was 294116 yen (approximately RMB 14000), a decrease of 3.2% compared to the previous year, marking the first decrease in three years. Bunun ana nedeni, fiyatların uzun zamandır artması ve tüketicilerin cüzdanlarına tutunmalarıdır.
Retail: According to adjusted data from the Japanese Ministry of Economy, Trade and Industry, retail sales in Japan increased by 1.2% year-on-year in March. Ocak-Mart ayları arasında, Japonya'daki tekstil ve kıyafetlerin kümülatif perakende satışları, yıllık%5,2 düşüş olan 1.94 trilyon yen ulaştı.
4. İngiltere
Makro: Son zamanlarda, birden fazla uluslararası kuruluş İngiltere'de gelecekteki ekonomik büyüme beklentilerini azalttı. The OECD's growth forecast for the UK economy this year has been lowered from 0.7% in February to 0.4%, and its growth forecast for 2025 has been lowered from the previous 1.2% to 1.0%. Previously, the International Monetary Fund also lowered its expectations for the UK economy, stating that the UK's GDP will only grow by 0.5% in 2024, lower than the January forecast of 0.6%.
5. Avustralya
Retail: The Australian Bureau of Statistics reported that, adjusted for seasonal factors, the country's retail sales in April increased by about 1.3% year-on-year and about 0.1% month on month, reaching AUD 35.714 billion (approximately RMB 172.584 billion). Farklı endüstrilere bakıldığında, Avustralya ev eşyaları perakende sektöründeki satışlar Nisan ayında% 0,7 arttı; Perakende sektöründeki giyim, ayakkabı ve kişisel aksesuarların satışları ayda% 0,7 azaldı; Mağaza sektöründeki satışlar ayda% 0,1 arttı. From January to April, the cumulative retail sales of clothing, clothing, and footwear stores amounted to AUD 11.9 billion, a slight decrease of 0.1% year-on-year.
The Director of Retail Statistics at the Australian Bureau of Statistics stated that retail spending in Australia has continued to be weak, with sales slightly increasing in April, but not enough to cover the decline in March. Aslında, 2024'ün başından bu yana, Avustralya'nın perakende satışları tüketici uyarısı ve isteğe bağlı harcamaların azalması nedeniyle istikrarlı kalmıştır.
6. Perakende İş Performansı
Allbirds
Allbirds announced its first quarter results as of March 31, 2024, with revenue falling 28% to $39.3 million, net loss of $27.3 million, and gross profit margin increasing by 680 basis points to 46.9%. Şirket, 2024 yılının tamamı için gelirde% 25 düşüşle satışların bu yıl daha fazla düşmesini bekliyor.
Columbia
The American outdoor brand Columbia announced its Q1 2024 results as of March 31, with sales falling 6% to $770 million, net profit falling 8% to $42.39 million, and gross profit margin at 50.6%. Brand'a göre, Columbia'nın satışları% 6 düştü. Şirket, 2024 yılının tamamı için satışlarda% 4'lük bir düşüş bekliyor.
Lululemon
Lululemon's revenue for the fiscal year 2023 increased by 19% to $9.6 billion, net profit increased by 81.4% to $1.55 billion, and gross profit margin was 58.3%. The company stated that its revenue and profit were lower than expected, mainly due to weakened demand for high-end sports and leisure products in North America. Şirket, 2024 mali yılı için 10.7 milyar dolar ila 10,8 milyar dolar gelir beklerken, analistler bunun 10,9 milyar dolar olmasını bekliyor.
Hanesbrands
Kontool Brands
Lee's parent company Kontool Brands announced its first quarter results, with sales falling 5% to $631 million, mainly due to inventory management measures by US retailers, reduced seasonal product sales, and a decline in international market sales. Pazara göre, ABD pazarındaki satışlar% 5 azalırken 492 milyon dolara, uluslararası pazarda% 7 azaldı. Brand tarafından Wrangler'ın satışları% 3 düşüşle 409 milyon dolara düşerken, Lee% 9 düşüşle 219 milyon dolara düştü.
Macy's
As of May 4, 2024, Macy's Q1 results showed a 2.7% decrease in sales to $4.8 billion, a profit of $62 million, an 80 basis point decrease in gross profit margin to 39.2%, and a 1.7% increase in commodity inventory. During the period, the company opened a 31000 square foot small Macy's department store in Laurel Hill, New Jersey, and plans to open 11 to 24 new stores this year. Macy's'in ikinci çeyrekte 4,97 milyar dolar ila 5.1 milyar dolar kazanması bekleniyor.
Puma
Ralph Lauren
TJX
Zırh altında
American sports brand Andemar announced its full year results for the fiscal year ended March 31, 2024, with revenue falling 3% to $5.7 billion and profit of $232 million. By category, clothing revenue for the year decreased by 2% to $3.8 billion, footwear by 5% to $1.4 billion, and accessories by 1% to $406 million. In order to strengthen the company's operational efficiency and restore performance growth, Andema announced layoffs and reduced third-party marketing contracts. Gelecekte, tanıtım faaliyetlerini azaltacak ve şirketin gelişimini temel erkek giyim işine odaklayacak.
Walmart
Wal Mart announced the results of the first quarter as of April 30, 2024. Its revenue increased by 6% to $161.5 billion, its adjusted operating profit increased by 13.7% to $7.1 billion, its gross margin increased by 42 basis points to 24.1%, and its global inventory decreased by 7%. Wal Mart, çevrimiçi işini güçlendiriyor ve moda işine daha fazla dikkat ediyor. Last year, the company's fashion sales in the United States reached $29.5 billion, and global online sales exceeded $100 billion for the first time, achieving a 21% growth in the first quarter.
Zalando
Gönderme Zamanı: Haziran-09-2024