1. USA
Vekst i klær detaljhandel og svak nedgang i møbler
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; Kjernen KPI falt videre til 3,6% fra året før, og nådde sitt laveste punkt siden april 2021, med marginal lettelse av inflasjonspress.
Detaljsalget i USA forble stabil måned på måneden og økte med 3% fra år til år i april. Spesielt reduserte Core Retail -salget med 0,3% måned på måneden. 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.
Disse salgsdataene indikerer at forbrukernes etterspørsel, som har støttet økonomien, svekkes. 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. Detaljsalget av varehus nådde 10,97 milliarder dollar, en økning på 0,5% måned på måned og en nedgang på 1,2% fra året før.
Husholdningsbeholdningssalgsforholdsvekst, klesstabilitet
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; Inventar/salgsgraden av møbler, møbler og elektroniske butikker var 1,66, en økning på 2,5% sammenlignet med forrige måned.
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%. Sammenlignet med samme periode i fjor økte detaljhandelsindeksen med 0,7%, mens EU økte med 2,0%.
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. Hovedårsaken er at prisene har økt i lang tid, og forbrukerne holder fast i lommebøkene.
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. Fra januar til mars nådde det kumulative detaljhandelssalget av tekstil og klær i Japan 1,94 billioner yen, en nedgang fra år til år på 5,2%.
4. Storbritannia
5. Australia
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). Når vi ser på forskjellige bransjer, økte salget i den australske hjemmevaren detaljhandel med 0,7% i april; Salget av klær, fottøy og personlig tilbehør i detaljhandelen falt med 0,7% måned på måneden; Salget i varehuset økte med 0,1% måned på måneden. 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. Faktisk, siden begynnelsen av 2024, har Australias detaljhandelssalg holdt seg stabilt på grunn av forbrukernes forsiktighet og redusert skjønnsmessige utgifter.
6. Retail Business Performance
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%. Selskapet forventer at salget vil nedgang i år, med en inntektsnedgang på 25% for hele året fra 2024 til 190 millioner dollar.
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%. Av Brand falt Columbia salg 6% til omtrent 660 millioner dollar. Selskapet forventer en 4% nedgang i salget for hele året fra 2024 til 3,35 milliarder dollar.
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. Selskapet forventer omsetning på 10,7 milliarder dollar til 10,8 milliarder dollar for regnskapsåret 2024, mens analytikere forventer at det vil være 10,9 milliarder dollar.
Hanesbrands
Kontool -merker
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. Etter markedet falt salget i det amerikanske markedet med 5% til 492 millioner dollar, mens de i det internasjonale markedet falt med 7% til 139 millioner dollar. Av merkevaren falt Wranglers salg 3% til 409 millioner dollar, mens Lee falt 9% til 219 millioner dollar.
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 forventes å generere omsetning på 4,97 milliarder dollar til 5,1 milliarder dollar i andre kvartal.
Puma
Ralph Lauren
TJX
Under rustning
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. I fremtiden vil det redusere salgsfremmende aktiviteter og fokusere selskapets utvikling på kjernen til menns klær.
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 styrker sin online virksomhet og legger mer vekt på motevirksomheten. 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
Post Time: Jun-09-2024