1. Verenigde State
Groei in klere -kleinhandel en 'n geringe afname in huismeubels
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; Die kern-VPI het verder gedaal tot 3,6% op 'n jaargrondslag en bereik sy laagste punt sedert April 2021, met 'n marginale verligting van inflasiedruk.
Kleinhandelverkope in die Verenigde State het maand op 'n stabiele maand gebly en in April met 3% gestyg. Spesifiek het die kernkleinhandelverkope met 0,3% maand op maand gedaal. 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.
Hierdie verkoopsdata dui aan dat die vraag van verbruikers, wat die ekonomie ondersteun, verswak. 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. Die kleinhandelverkope van afdelingswinkels het 10,97 miljard Amerikaanse dollars bereik, 'n toename van 0,5% maand op maand en 'n afname van 1,2% jaar-tot-jaar.
Huishoudelike voorraadverkoopsverhouding, kledingstabiliteit
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; Die voorraad/verkoopsverhouding van meubels, huismeubels en elektroniese winkels was 1,66, 'n toename van 2,5% vergeleke met die vorige maand.
2. EU
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%. In vergelyking met dieselfde tydperk verlede jaar, het die kleinhandelverkope -indeks met 0,7%gestyg, terwyl die EU met 2,0%gestyg het.
3. Japan
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. Die hoofrede is dat pryse al lank styg en verbruikers hul beursies vashou.
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. Van Januarie tot Maart het die kumulatiewe kleinhandelverkope van tekstiel en klere in Japan 1,94 triljoen jen bereik, 'n afname van 'n jaar-tot-jaar van 5,2%.
4. UK
Makro: Verskeie internasionale organisasies het onlangs hul verwagtinge vir toekomstige ekonomiese groei in die Verenigde Koninkryk verlaag. 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. Australië
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). As ons na verskillende bedrywe kyk, het die verkope in die Australiese kleinhandelaarsektor in April met 0,7% gestyg; Die verkope van klere, skoene en persoonlike bykomstighede in die kleinhandelsektor het maand met 0,7% gedaal; Die verkope in die afdelingswinkelsektor het maand met 0,1% gestyg. 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. In werklikheid, sedert die begin van 2024, het die kleinhandelverkope van Australië stabiel gebly weens die omsigtigheid van die verbruiker en die verminderde diskresionêre besteding.
6. Kleinhandelondernemingsprestasie
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%. Die maatskappy verwag dat die verkope vanjaar verder sal daal, met 'n daling van 25% in die omset vir die volle jaar van 2024 tot $ 190 miljoen.
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%. Volgens Brand het die verkope van Columbia met 6% tot ongeveer $ 660 miljoen gedaal. Die maatskappy verwag 'n afname van 4% in die verkope vir die volle jaar van 2024 tot $ 3,35 miljard.
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. Die maatskappy verwag 'n inkomste van $ 10,7 miljard tot $ 10,8 miljard vir die boekjaar 2024, terwyl ontleders verwag dat dit $ 10,9 miljard sal wees.
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. Volgens die mark het die verkope in die Amerikaanse mark met 5% tot $ 492 miljoen gedaal, terwyl hulle in die internasionale mark met 7% tot $ 139 miljoen gedaal het. Volgens Brand het die verkope van Wrangler met 3% tot $ 409 miljoen gedaal, terwyl Lee met 9% tot $ 219 miljoen gedaal het.
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 sal na verwagting in die tweede kwartaal 'n inkomste van $ 4,97 miljard tot $ 5,1 miljard verdien.
Puma
Ralph Lauren
Tjx
Onderpantser
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. In die toekoms sal dit promosie -aktiwiteite verminder en die ontwikkeling van die onderneming op sy kernkleedbedryf fokus.
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 versterk sy aanlynonderneming en gee meer aandag aan mode -onderneming. 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
Postyd: Jun-09-2024