The Consumer Price Index (CPI) yakawedzera ne 3.1% gore negore uye 0.1% mwedzi pamwedzi munaNovember;Iyo yakakosha CPI yakawedzera ne4.0% gore-pagore uye 0.3% mwedzi pamwedzi.Fitch Ratings inotarisira kuti US CPI ichadzokera ku 3.3% pakupera kwegore rino uye zvakare ku 2.6% pakupera kwa 2024. The Federal Reserve inotenda kuti ikozvino kukura kwehuwandu hwemabasa ehupfumi muUnited States yakaderera kana ichienzaniswa ne chikamu chechitatu, uye yakamisa kukwira kwemhindu katatu akatevedzana kubva munaGunyana.
Zvinoenderana nedata kubva kuUS Department of Commerce, nekuda kwekukanganisa kwaNovember Thanksgiving uye Black Friday yekutenga mutambo, kukura kwekutengesa kweUS munaNovember kwakachinja kubva kune yakaipa kuenda kune yakanaka, nekuwedzera kwemwedzi pamwedzi we0.3% uye gore- pa-gore kuwedzera kwe4.1%, inonyanya kufambiswa nekutengesa online, kutandara, uye kudya.Izvi zvakare zvinoratidza kuti kunyangwe paine zviratidzo zvekutonhora kwehupfumi, kudiwa kwevatengi veUS kunoramba kwakagadzikana.
Zvitoro zvekupfeka uye zvipfeko: Kutengeswa kwekutengesa munaNovember kwakasvika 26.12 mabhiriyoni emadhora emadhora, kuwedzera kwe0.6% mwedzi pamwedzi uye 1.3% zvichienzaniswa nenguva yakafanana gore rapera.
Fenicha uye Chitoro Chemidziyo Yepamba: Kutengeswa kwezvitoro muna Mbudzi kwaive 10.74 bhiriyoni emadhora ekuAmerica, mwedzi pamwedzi kuwedzera kwe0.9%, kuderera kwe7.3% zvichienzaniswa nenguva yakafanana gore rapfuura, uye kudzikira kwe4,5 muzana zvichienzaniswa neyakapfuura. mwedzi.
Zvitoro zvakazara (kusanganisira masupamaketi uye zvitoro zvedhipatimendi): Kutengeswa kwezvitoro muna Mbudzi kwaive $72.91 bhiriyoni, kuderera kwe0.2% kubva pamwedzi wapfuura uye kuwedzera kwe1.1% kubva panguva imwecheteyo gore rapfuura.Pakati pavo, kutengesa kwekutengesa kwezvitoro zvedhipatimendi kwaiva 10.53 mabhiriyoni emadhora emadhora, kuderera kwe2.5% mwedzi pamwedzi uye 5.2% gore negore.
Vasiri vatengesi venyama: Kutengeswa kwekutengesa munaNovember kwaiva 118.55 mabhiriyoni emadhora emadhora, kuwedzera kwe1% mwedzi pamwedzi uye 10.6% kana ichienzaniswa nenguva yakafanana gore rapera, nekuwedzera kwekukura.
02 Inventory sales ratio inowanzodzikama
Muna Gumiguru, chiyero chekutengesa / kutengesa kwezvitoro zvekupfeka uye zvipfeko muUnited States yaive 2.39, isina kuchinjwa kubva pamwedzi wapfuura;Huwandu hwezvinhu / kutengesa kwefenicha, midziyo yemumba, uye zvitoro zvemagetsi zvaive 1.56, isina kuchinjwa kubva pamwedzi wapfuura.
03 kuderera kwekunze kwakaderedzwa, chikamu cheChina chakamira kudonha
Micheka neKupfeka: Kubva muna Ndira kusvika Gumiguru, United States yakaunza machira nezvipfeko zvakakosha $104.21 bhiriyoni, kuderera kwegore negore kwe23%, zvichideredza kuderera zvishoma ne0.5 muzana zvichienzaniswa neGunyana rapfuura.
Kutengeswa kunze kwenyika kubva kuChina kwakasvika 26.85 mabhiriyoni emadhora ekuAmerica, kuderera kwe27,6%;Chiyero chacho 25.8%, gore negore kuderera kwe1.6 muzana, uye kuwedzera kuduku kwe0.3 muzana yezvikamu zvichienzaniswa neSeptember yapfuura.
Kutengeswa kunze kwenyika kubva kuVietnam kwakasvika 13.8 mabhiriyoni emadhora ekuAmerica, kuderera kwe24,9%;Chikamu ichi 13.2%, kuderera kwe0.4 muzana.
Kutengeswa kunze kwenyika kubva kuIndia kwakasvika 8.7 bhiriyoni US madhora, kuderera kwe20,8%;Chikamu ichi 8.1%, kuwedzera kwe0.5 muzana.
Zvipfeko: Kubva muna Ndira kusvika Gumiguru, United States yakaunza micheka kunze kwenyika inokosha 29.14 bhiriyoni emadhora ekuAmerica, kuderera kwegore negore kwe20.6%, zvichideredza kudzikira ne1.8 muzana zvichienzaniswa neyakapfuura Gunyana.
Kutengeswa kunze kwenyika kubva kuChina kwakasvika 10.87 mabhiriyoni emadhora ekuAmerica, kuderera kwe26,5%;Chikamu ichi 37.3%, kuderera kwezvikamu zvitatu kubva muzana gore negore.
Kutengeswa kunze kwenyika kubva kuIndia kwakasvika mabhiriyoni 4,61 emadhora ekuAmerica, kuderera kwe20,9%;Chiyero ichi 15.8%, kuderera kwe0.1 muzana.
Kuunza 2.2 bhiriyoni US madhora kubva kuMexico, kuwedzera kwe2,4%;Chiyero ichi 7.6%, kuwedzera kwe1.7 muzana.
Zvipfeko: Kubva muna Ndira kusvika Gumiguru, US yakaunza zvipfeko kunze kwenyika zvakakosha 77.22 bhiriyoni, kuderera kwegore negore kwe23.8%, zvichideredza kuderera ne0.2 muzana zvichienzaniswa neGunyana rapfuura.
Kutengeswa kunze kwenyika kubva kuChina kwakasvika 17.72 mabhiriyoni emadhora ekuAmerica, kuderera kwe27,6%;Chiyero ichi 22.9%, kuderera kwe1.2 muzana mapoinzi gore negore.
Zvinotengeswa kubva kuVietnam zvakasvika 12.99 mabhiriyoni emadhora ekuAmerica, kuderera kwe24,7%;Chiyero ichi 16.8%, kuderera kwe0.2 muzana.
Kutengeswa kunze kwenyika kubva kuBangladesh kwakasvika 6.7 mabhiriyoni emadhora ekuAmerica, kuderera kwe25,4%;Chikamu ichi 8.7%, kuderera kwe0.2 muzana.
04 Retail Business Performance
American Eagle Outfitters
Mumwedzi mitatu inopera Gumiguru 28th, mari yeAmerican Eagle Outfitters yakawedzera ne5% gore negore kusvika kumadhora bhiriyoni 1.3.Iyo gross profit margin yakawedzera kusvika 41.8%, mari yemuchitoro yakawedzera ne3%, uye bhizinesi redhijitari rakawedzera negumi%.Munguva iyi, bhizinesi rezvipfeko zvemukati reboka Aerie rakaona kuwedzera kwe12% mumari kusvika kumadhora mazana matatu nemakumi matatu nematatu, nepo American Eagle yakaona kuwedzera kwe2% mumari kusvika kumadhora mazana masere nemakumi mapfumbamwe nenomwe.Kwegore rose regore rino, boka racho rinotarisira kurekodha yepakati imwe digit kuwedzera kwekutengesa.
G-III
Muchikamu chechitatu chinopera Gumiguru 31, kambani yevabereki yeDKNY G-III yakaona kuderera kwe1% mukutengesa kubva pamadhora 1.08 bhiriyoni panguva imwe cheteyo gore rapfuura kusvika kumadhora 1.07 bhiriyoni, nepo purofiti yakawedzera zvakapetwa kaviri kubva pamadhora mazana matanhatu negumi nemakumi maviri nenomwe.Kwegore rezvemari 2024, G-III inotarisirwa kurekodha mari yemadhora mazana matatu nemakumi mashanu emadhora, yakaderera pane imwe nguva yegore rapfuura madhora mazana matatu nemakumi maviri nematatu.
PVH
Mari yePVH Group muchikamu chechitatu yakawedzera ne4% gore negore kusvika pamadhora 2.363 bhiriyoni, Tommy Hilfiger achiwedzera ne4%, Calvin Klein achiwedzera ne6%, gross profit margin of 56.7%, pre tax profit ichikwana kusvika $230 million year. -pagore, uye zvinyorwa zvinoderera ne19% zvichienzaniswa nenguva yakafanana gore rapera.Nekudaro, nekuda kwehusimbe hwenzvimbo yese, boka rinotarisira kudzikira kwe3% kusvika 4% mumari muchikamu chechina chegore regore ra2023.
Urban Outfitters
Mumwedzi mitatu inopera Gumiguru 31, kutengeswa kweUrban Outfitters, mutengesi wembatya wekuUS, kwakawedzera ne9% gore negore kusvika pamadhora bhiriyoni 1.28, uye pundutso yakawedzera ne120% kusvika pamadhora makumi masere nematatu emamiriyoni, zvese zvichisvika pakakwirira, zvakanyanya nekuda kukura kwakasimba mumatanho edhijitari.Munguva iyi, bhizinesi rekutengesa reboka rakakura ne7.3%, neFree People neAnthropologie vakawana kukura kwe22.5% uye 13.2% zvakateerana, nepo eponymous brand yakaona kudzikira kukuru kwe14.2%.
Vince
Vince, boka rezvipfeko zvepamusoro muUnited States, rakaona kuderera kwegore negore kwe14.7% mukutengesa mukota yechitatu kusvika kumadhora 84.1 mamiriyoni, neine purofiti yemadhora miriyoni, kushandura kurasikirwa kuita purofiti kubva panguva imwe chete. gore rapera.Nechiteshi, bhizinesi rekutengesa rakaderera ne9.4% gore negore kusvika kumadhora 49.8 miriyoni, ukuwo kutengesa kwakananga kwakadzikira ne1.2% kusvika pamadhora mazana matatu nemakumi matatu.
Nguva yekutumira: Zvita-27-2023