1. United States
Kukura mukutengesa zvipfeko uye kuderera zvishoma mumidziyo yemumba
Mashoko ekupedzisira kubva kuUnited States of Labor anoratidza kuti Consumer Price Index (CPI) muna April yakawedzera ne 3.4% gore negore uye 0.3% mwedzi pamwedzi;Iyo yakakosha CPI yakawedzera kudonha kusvika pa3.6% gore-pa-gore, ichisvika payakaderera kubva muna Kubvumbi 2021, nekurerutsira kwepamhepo kwekumanikidzwa kweinflation.
Retail sales muUnited States yakaramba yakagadzikana mwedzi pamwedzi uye yakawedzera ne3% gore-pagore muna Kubvumbi.Kunyanya, kutengesa kwepakati kwekutengesa kwakadzikira ne0.3% mwedzi pamwedzi.Kubva muzvikamu gumi nenhatu, zvikamu zvinomwe zvakaona kudzikira kwekutengesa, nevatengesi vepamhepo, zvinhu zvemitambo, uye vatengesi vezvinhu zvekuvaraidza vachiona kudzikira kwakanyanya.
Idzi data rekutengesa rinoratidza kuti kudiwa kwevatengi, izvo zvanga zvichitsigira hupfumi, zviri kupera simba.Kunyangwe musika wevashandi uchiramba wakasimba uye uchipa vatengi simba rekushandisa rakakwana, mitengo yakakwira uye mitengo yemubereko inogona kuwedzera kudzvanya mari yemumba uye kudzikisira kutengwa kwezvinhu zvisina kukosha.
Zvitoro zvekupfeka uye zvipfeko: Kutengeswa kwekutengesa muna Kubvumbi kwakasvika 25.85 bhiriyoni US madhora, kuwedzera kwe1.6% mwedzi pamwedzi uye 2.7% zvichienzaniswa nenguva yakafanana gore rapfuura.
Fenicha uye Chitoro Chemidziyo Yepamba: Kutengeswa kwezvitoro muna Kubvumbi kwakasvika 10.67 bhiriyoni emadhora ekuAmerica, kudzikira kwe0.5% mwedzi pamwedzi uye 8.4% zvichienzaniswa nenguva yakafanana gore rapfuura.
Zvitoro zvakazara (kusanganisira masupamaketi nezvitoro zvedhipatimendi): Kutengeswa kwezvitoro muna Kubvumbi kwaive $75.87 bhiriyoni, kuderera kwe0.3% kubva pamwedzi wapfuura uye kuwedzera kwe3.7% kubva panguva imwecheteyo gore rapfuura.Kutengeswa kwezvitoro zvezvitoro kwakasvika 10.97 mabhiriyoni emadhora ekuAmerica, kuwedzera kwe0.5% mwedzi pamwedzi uye kuderera kwe1,2% gore negore.
Vasiri vatengesi venyama: Kutengeswa kwekutengesa muna Kubvumbi kwaive $119.33 bhiriyoni, kuderera kwe1.2% mwedzi pamwedzi uye kuwedzera kwe7.5% zvichienzaniswa nenguva yakafanana gore rapfuura.
Mhuri inventory sales ratio kukura, zvipfeko kugadzikana
Muna March, chiyero chekutengesa / kutengesa kwezvipfeko uye zvipfeko zvezvipfeko muUnited States chaiva 2.29, kuwedzera kuduku kwe0,9% kana ichienzaniswa nemwedzi wapfuura;The inventory/sales reshiyo yefenicha, midziyo yemumba, uye zvitoro zvemagetsi zvaive 1.66, kuwedzera kwe2.5% zvichienzaniswa nemwedzi wapfuura.
2. EU
Macro: Iyo 2024 Spring Economic Outlook Report yeEuropean Commission inotenda kuti kubva kutanga kwegore rino, kukura kwehupfumi hweEU kwaita zvirinani pane zvaitarisirwa, mazinga einflation akadzorwa, uye kuwedzera kwehupfumi kwatanga kuitika.Chirevo chinofanotaura kuti hupfumi hweEU huchakura ne1% uye 1.6% zvakateerana muna 2024 uye 2025, uye hupfumi hweEurozone huchakura ne0.8% uye 1.4% zvakateerana muna 2024 uye 2025. Maererano nekutanga data kubva kuEurostat, Mutengo weVatengi. Index (CPI) muEurozone yakawedzera ne2.4% gore negore munaEpril, kuderera kukuru kubva kare.
Retail: Zvinoenderana nefungidziro yeEurostat, huwandu hwekutengesa kweEurozone hwakawedzera ne0.8% mwedzi mumwedzi waKurume 2024, nepo EU yakakura ne1.Kuenzaniswa nenguva yakafanana gore rakapera, nhamba yekutengesa yekutengeserana yakawedzera ne 0.7%, nepo EU yakawedzera ne 2.0%.
3. Japan
Macro: Zvinoenderana nekuongorora kwemari yemba yaKurume uye yekushandiswa nguva pfupi yadarika yakaburitswa neJapan Ministry of General Affairs, avhareji yemwedzi nemwedzi yekushandisa dzimba dzine vanhu vaviri kana kupfuura muna 2023 (Kubvumbi 2023 kusvika Kurume 2024) yaive 294116 yen (inenge RMB 14000) , kuderera kwe3.2% zvichienzaniswa negore rapfuura, zvichiratidza kuderera kwekutanga mumakore matatu.Chikonzero chikuru ndechekuti mitengo yave ichikwira kwenguva yakareba, uye vatengi vari kubatirira zvikwama zvavo.
Retail: Zvinoenderana neyakagadziridzwa data kubva kuJapan Ministry of Economy, Trade and Industry, zvitoro zvekutengesa muJapan zvakawedzera ne1.2% gore-pa-gore muna Kurume.Kubva muna Ndira kusvika Kurume, kuwanda kwekutengesa kwekutengesa kwezvipfeko nezvipfeko muJapan kwakasvika 1.94 trillion yen, kuderera kwegore negore kwe5.2%.
4. UK
Macro: Munguva pfupi yapfuura, masangano mazhinji epasi rose akadzikisa tarisiro yavo yekukura kwehupfumi muUK.Mafungiro ekukura kweOECD ehupfumi hweUK gore rino akadzikiswa kubva pa0.7% muna Kukadzi kusvika 0.4%, uye fungidziro yekukura kwayo muna 2025 yakadzikiswa kubva kune yakapfuura 1.2% kusvika 1.0%.Pakutanga, International Monetary Fund yakadzikisawo tarisiro yayo kuhupfumi hweUK, ichitaura kuti GDP yeUK inongokura ne0.5% muna 2024, yakaderera pane fungidziro yaNdira ye0.6%.
Zvinoenderana nedata kubva kuUK Bureau yeStatistics, sezvo mitengo yemagetsi ichiramba ichiderera, kukura kweCPI yeUK muna Kubvumbi kwakadzikira kubva pa3.2% munaKurume kusvika 2.3%, iyo yakaderera poindi mumakore anoda kusvika matatu.
Retail: Zvinoenderana nedata kubva kuUK Hofisi yeNational Statistics, kutengesa kwekutengesa muUK kwakadzikira ne2.3% mwedzi pamwedzi muna Kubvumbi, zvichiratidza kuita kwakaipisisa kubva muna Zvita gore rapfuura, nekuderera kwegore negore kwe2.7%.Nekuda kwemamiriro ekunze ane hunyoro, vatengesi vanozeza kutenga mumigwagwa yekutengeserana, uye kutengesa kwekutengesa kwezvigadzirwa zvakawanda zvinosanganisira zvipfeko, midziyo yemitambo, matoyi, nezvimwe zvakadonha muna Kubvumbi.Kubva munaNdira kusvika Kubvumbi, iyo yakawedzera kutengesa kwekutengesa kwemachira, zvipfeko, uye shangu muUK yakasvika 17.83 bhiriyoni mapaundi, kuderera-pagore-kuderera kwe3%.
5. Australia
Retail: The Australian Bureau of Statistics yakashuma kuti, yakagadziridzwa nokuda kwemwaka, kutengeswa kwekutengesa kwenyika muna Kubvumbi kwakawedzera neinenge 1.3% gore negore uye inenge 0.1% mwedzi pamwedzi, inosvika AUD 35.714 bhiriyoni (inenge RMB 172.584 bhiriyoni).Tichitarisa maindasitiri akasiyana-siyana, kutengesa muAustralia kumba kwekutengesa zvinhu zvekutengesa kwakawedzera ne 0.7% munaEpril;Kutengeswa kwembatya, shangu, uye zvishongedzo zvemunhu muchikamu chezvitoro zvakadzikira ne0.7% mwedzi pamwedzi;Kutengeswa muchikamu chechitoro chedhipatimendi kwakawedzera ne0.1% mwedzi pamwedzi.Kubva muna Ndira kusvika Kubvumbi, kuunganidzwa kwekutengesa kwezvitoro zvembatya, zvipfeko, uye shangu kwakasvika kuAUD 11.9 bhiriyoni, kuderera kushoma kwe0.1% gore negore.
Mutungamiriri weRetail Statistics kuAustralia Bureau of Statistics akataura kuti kushandiswa kwekutengesa muAustralia kwakaramba kusina simba, nekutengesa zvishoma nezvishoma munaEpril, asi hazvina kukwana kuvhara kuderera kwaMarch.Muchokwadi, kubva kutanga kwa2024, kutengeswa kwezvitoro kweAustralia kwakaramba kwakagadzikana nekuda kwekuchenjerera kwevatengi uye kuderedzwa kwekushandisa discretionary.
6. Retail business performance
Allbirds
Allbirds yakazivisa mhedzisiro yayo yekutanga kubva munaKurume 31, 2024, nemari inodonha makumi maviri nemasere kusvika pamadhora mazana matatu nemakumi matatu nemazana matatu emadhora, kurasikirwa kwemamiriyoni makumi maviri nenomwe nemazana matatu emadhora, uye mubairo wakakura uchikwira nemazana matanhatu nemakumi masere nematatu kusvika pamakumi mana nematanhatu%.Iyo kambani inotarisira kuti kutengesa kunowedzera kudzikira gore rino, nekudzikira kwe25% mumari yegore rakazara ra2024 kusvika $190 miriyoni.
Columbia
The American outdoor brand Columbia yakazivisa yayo Q1 2024 mhedzisiro kubva munaKurume 31, nekutengesa kudonha 6% kusvika $770 miriyoni, mambure emubairo achidonha 8% kusvika $42.39 miriyoni, uye gross profit margin pa50.6%.Nemhando, kutengesa kweColumbia kwakadzikira 6% kusvika pamadhora mazana matanhatu nemakumi matanhatu emamiriyoni.Iyo kambani inotarisira kudzikira kwe4% mukutengesa kwegore rose ra2024 kusvika kumadhora mazana matatu nemakumi matatu nemashanu.
Lululemon
Mari yaLululemon yegore rezvemari 2023 yakawedzera ne19% kusvika $9.6 bhiriyoni, purofiti yakawedzera ne81.4% kusvika $1.55 bhiriyoni, uye gross profit margin yaive 58.3%.Iyo kambani yakataura kuti mari yainowana uye purofiti yaive yakaderera pane yaitarisirwa, zvakanyanya nekuda kwekushomeka kwekuda kwemitambo yepamusoro-soro uye zvigadzirwa zvekutandara muNorth America.Iyo kambani inotarisira mari inosvika zviuru gumi zvemadhora bhiriyoni kusvika kumadhora gumi nesere pagore rezvemari 2024, nepo vaongorori vachitarisira kuti ichave madhora bhiriyoni gumi.
HanesBrands
Hanes Brands Group, mugadziri wezvipfeko wekuAmerica, akaburitsa mhedzisiro yayo yeQ1 2024, nekutengesa mambure kwadonha 17% kusvika $1.16 bhiriyoni, purofiti yemadhora 52.1 miriyoni, gross profit margin ye39.9%, uye heventory yadzika 28%.Nedhipatimendi, kutengeswa mudhipatimendi rezvipfeko zvemukati kwakadzikira ne8.4% kusvika pamadhora mazana mashanu nemakumi mashanu nenhanhatu, dhipatimendi rezvipfeko zvemitambo rakadzika ne30.9% kusvika pamadhora mazana maviri nemakumi maviri nesere, bazi repasi rose rakadonha ne12.3% kusvika pamadhora mazana mana nemakumi mana nematanhatu, uye mamwe madhipatimendi akadonha ne56.3% kusvika pamadhora mazana maviri nemakumi mashanu nenomwe.
Kontool Brands
Kambani yevabereki vaLee Kontool Brands yakazivisa mhedzisiro yayo yekutanga kota, nekutengesa kudonha 5% kusvika $631 miriyoni, zvakanyanya nekuda kwematanho ekutonga kwezvitoro nevatengesi veUS, kuderedzwa kwekutengesa kwemwaka, uye kudzikira kwekutengesa kwemusika wepasirese.Nemusika, kutengesa mumusika weUS kwakadzikira ne5% kusvika $492 miriyoni, nepo mumusika wepasirese, kwakadzikira ne7% kusvika $139 miriyoni.Nemhando, kutengesa kwaWrangler kwakaderera 3% kusvika $409 miriyoni, uku Lee akadonha 9% kusvika $219 miriyoni.
Macy's
Kubva muna Chivabvu 4, 2024, Macy's Q1 mhedzisiro yakaratidza kudzikira kwe2.7% mukutengesa kusvika kumadhora 4.8 bhiriyoni, purofiti yemadhora 62 miriyoni, 80 hwaro hwekudzikira kwegorosi purofiti kusvika 39.2%, uye 1.7% kuwedzera kwezvigadzirwa.Munguva iyi, kambani yakavhura 31000 square tsoka diki dhipatimendi reMacy's department muLaurel Hill, New Jersey, uye inoronga kuvhura 11 kusvika ku24 zvitoro zvitsva gore rino.Macy's inotarisirwa kuburitsa mari inosvika madhora mazana mana nemakumi mapfumbamwe nemakumi mapfumbamwe emadhora kusvika kumadhora mazana mashanu nemakumi mashanu emadhora muchikamu chechipiri.
Puma
German sports brand Puma yakaburitsa mhedzisiro yayo yekutanga, nekutengesa kudonha 3.9% kusvika 2.1 bhiriyoni euros uye purofiti inodonha 1.8% kusvika 900 miriyoni euros.Nemusika, mari inowanikwa mumisika yeEurope, Middle East, uye Africa yakadonha ne3.2%, musika weAmerica wakadonha ne4.6%, uye musika weAsia Pacific wakadonha ne4.1%.Nechikamu, kutengeswa kweshangu kwakawedzera ne3.1% kusvika 1.18 bhiriyoni maeuro, zvipfeko zvakadzikira ne2.4% kusvika 608 miriyoni euros, uye accessories zvakadzikira ne3.2% kusvika 313 miriyoni euros.
Ralph Lauren
Ralph Lauren akazivisa mhedzisiro yegore rezvemari uye chikamu chechina chakapera Kurume 30, 2024. Mari inowanikwa yakawedzera ne2.9% kusvika pamadhora 6.631 bhiriyoni, pundutso yakawedzera ne23.52% kusvika $646 miriyoni, purofiti yakawedzera ne6.4% kusvika $4.431 bhiriyoni, uye purofiti yakawedzera. mariji yakawedzera ne190 mapoinzi kusvika pa66.8%.Muchikamu chechina, mari yakawedzera ne2% kusvika kumadhora 1.6 bhiriyoni, iine purofiti yemadhora mazana mapfumbamwe nemakumi mapfumbamwe nemazana manomwe, zvichienzaniswa nemadhora mazana matatu nemakumi matatu emamiriyoni emadhora panguva imwe chete gore rapfuura.
TJX
US discounter TJX yakazivisa mhedzisiro yayo yeQ1 kubva muna Chivabvu 4, 2024, nekutengesa kuri kuwedzera ne6% kusvika pamadhora gumi nemaviri nemakumi mana nemasere emadhora, purofiti inosvika bhiriyoni remadhora 1.1, uye purofiti yakakura ichikwira ne1.1 muzana mapoinzi kusvika makumi matatu%.Nedhipatimendi, dhipatimendi reMarmaxx rinoona nezvekutengesa zvipfeko nezvimwe zvigadzirwa rakaona kuwedzera kwe5% mukutengesa kusvika kumadhora 7.75 bhiriyoni, dhipatimendi reHome Furnishings rakaona kuwedzera kwe6% kusvika kumadhora 2.079 bhiriyoni, dhipatimendi reTJX Canada rakaona kuwedzera kwe7% kusvika kumadhora bhiriyoni 1.113, uye dhipatimendi reTJX International rakaona kuwedzera kwe9% kusvika ku $ 1.537 bhiriyoni.
Under Armor
American sports brand Andemar yakazivisa mhedzisiro yayo yegore rose yegore rezvemari rakapera Kurume 31, 2024, nemari inodonha 3% kusvika $5.7 bhiriyoni uye purofiti yemadhora mazana maviri nemakumi matatu nemaviri.Nechikamu, mari yezvipfeko yegore yakadzikira ne2% kusvika $3.8 bhiriyoni, shangu ne5% kusvika $1.4 bhiriyoni, uye accessories ne1% kusvika $406 miriyoni.Kuti asimbise kushanda kwekambani uye kudzoreredza kukura kwekuita, Andema akazivisa kudzingwa uye kuderedzwa kwechitatu-bato rekutengesa zvibvumirano.Mune ramangwana, inoderedza zviitiko zvekusimudzira uye kutarisa kusimudzira kwekambani pane yayo yakakosha bhizinesi revarume zvipfeko.
Walmart
Wal Mart yakazivisa mhedzisiro yekota yekutanga kubva muna Kubvumbi 30, 2024. Mari yaro yakawedzera ne6% kusvika $161.5 bhiriyoni, yakagadziridzwa purofiti yekushanda yakawedzera ne13.7% kusvika 7.1 bhiriyoni, gross margin yakawedzera ne42 basis points kusvika 24.1%. uye kuwanikwa kwayo kwepasirese kwakadzikira ne7%.Wal Mart iri kusimbisa bhizinesi rayo repamhepo uye kubhadhara zvakanyanya kune fashoni bhizinesi.Gore rapfuura, kutengeswa kwemafashoni kwekambani muUnited States kwakasvika madhora 29.5 bhiriyoni, uye kutengesa kwepasirese kwepamhepo kwakapfuura mabhiriyoni zana emadhora kekutanga, kuwana 21% kukura mukota yekutanga.
Zalando
European e-commerce hofori Zalando yakazivisa yayo Q1 2024 mhedzisiro, nemari inodonha 0.6% kusvika 2.24 bhiriyoni euros uye pre mutero purofiti inosvika 700000 euros.Mukuwedzera, iyo GMV yakazara yekutengeserana kwekambani panguva iyo yakawedzera ne 1.3% kusvika 3.27 bhiriyoni euros, nepo nhamba yevashandisi vanoshanda yakaderera ne3.3% kusvika 49,5 mamiriyoni evanhu.Zalando2023 yakaona kudzikira kwe 1.9% mumari kusvika ku10.1 bhiriyoni euros, kuwedzera 89% mupre tax purofiti kusvika 350 miriyoni euros, uye 1.1% kuderera kweGMV kusvika 14.6 bhiriyoni euros.
Nguva yekutumira: Jun-09-2024