1. L-Istati Uniti
Tkabbir fil-bejgħ bl-imnut u tnaqqis żgħir fl-għamara tad-dar
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; L-IPK tal-qalba aktar naqas għal 3.6% sena wara sena, u laħaq l-iktar punt baxx minn April 2021, bit-tnaqqis marġinali tal-pressjoni inflazzjonarja.
Il-bejgħ bl-imnut fl-Istati Uniti baqa 'stabbli xahar wara xahar u żdied bi 3% sena wara sena f'April. Speċifikament, il-bejgħ bl-imnut ewlieni naqas b'0.3% xahar wara xahar. 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.
Din id-dejta tal-bejgħ tindika li d-domanda tal-konsumatur, li kienet qed tappoġġja l-ekonomija, qed tiddgħajjef. 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. Il-bejgħ bl-imnut ta 'ħwienet kbar laħaq 10.97 biljun dollaru Amerikan, żieda ta' 0.5% xahar wara xahar u tnaqqis ta '1.2% sena wara sena.
Tkabbir tal-Proporzjon tal-Bejgħ tal-Inventarju tad-Dar, Stabbiltà tal-Ħwejjeġ
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; Il-proporzjon tal-inventarju / bejgħ ta 'għamara, għamara tad-dar, u ħwienet elettroniċi kien 1.66, żieda ta' 2.5% meta mqabbla max-xahar ta 'qabel.
2. UE
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%. Meta mqabbel mal-istess perjodu tas-sena l-oħra, l-indiċi tal-bejgħ bl-imnut żdied b'0.7%, filwaqt li l-UE żdied bi 2.0%.
3. Il-Ġappun
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. Ir-raġuni ewlenija hija li l-prezzijiet ilhom jiżdiedu għal żmien twil, u l-konsumaturi qed iżommu l-kartieri tagħhom.
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. Minn Jannar sa Marzu, il-bejgħ kumulattiv bl-imnut ta 'tessuti u ħwejjeġ fil-Ġappun laħaq 1.94 triljun yen, tnaqqis sena wara sena ta' 5.2%.
4. UK
Makro: Riċentement, organizzazzjonijiet internazzjonali multipli naqqsu l-aspettattivi tagħhom għal tkabbir ekonomiku futur fir-Renju Unit. 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. L-Awstralja
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). Meta wieħed iħares lejn industriji differenti, il-bejgħ fis-settur tal-bejgħ bl-imnut tal-oġġetti tad-dar Awstraljan żdied b'0.7% f'April; Il-bejgħ ta 'ħwejjeġ, żraben, u aċċessorji personali fis-settur tal-bejgħ bl-imnut naqas b'0.7% xahar wara xahar; Il-bejgħ fis-settur tal-ħwienet kbar żdied b'0.1% xahar wara xahar. 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. Fil-fatt, mill-bidu tal-2024, il-bejgħ bl-imnut tal-Awstralja baqa 'stabbli minħabba l-prudenza tal-konsumatur u l-infiq diskrezzjonarju mnaqqas.
6. Prestazzjoni tan-negozju bl-imnut
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%. Il-kumpanija tistenna li l-bejgħ jonqos aktar din is-sena, bi tnaqqis ta '25% fid-dħul għas-sena sħiħa tal-2024 għal $ 190 miljun.
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%. Permezz tad-ditta, il-bejgħ ta 'Columbia naqas 6% għal madwar $ 660 miljun. Il-kumpanija tistenna tnaqqis ta '4% fil-bejgħ għas-sena sħiħa ta' 2024 għal $ 3.35 biljun.
LULULEMON
Lululemon's revenue for the fiscal year 2023 increased by 19% to $9.6 billion, net profit increased by 81.4% to $1.55 billion, and gross profit margin was 58.3%. The company stated that its revenue and profit were lower than expected, mainly due to weakened demand for high-end sports and leisure products in North America. Il-kumpanija tistenna dħul ta '$ 10.7 biljun għal $ 10.8 biljun għas-sena fiskali 2024, filwaqt li l-analisti jistennew li jkun ta' $ 10.9 biljun.
Hanesbrands
Marki ta 'Kontool
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. Fis-suq, il-bejgħ fis-suq tal-Istati Uniti naqas b'5% għal $ 492 miljun, filwaqt li fis-suq internazzjonali, huma naqsu b'7% għal $ 139 miljun. Permezz tad-ditta, il-bejgħ ta 'Wrangler naqas 3% għal $ 409 miljun, filwaqt li Lee naqas 9% għal $ 219 miljun.
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 $62 million, an 80 basis point decrease in gross profit margin to 39.2%, and a 1.7% increase in commodity inventory. During the period, the company opened a 31000 square foot small Macy's department store in Laurel Hill, New Jersey, and plans to open 11 to 24 new stores this year. Macy huwa mistenni li jiġġenera dħul ta '$ 4.97 biljun għal $ 5.1 biljun fit-tieni kwart.
Puma
Ralph Lauren
TJX
Under Armor
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. Fil-futur, se tnaqqas l-attivitajiet promozzjonali u tiffoka l-iżvilupp tal-kumpanija fuq in-negozju tal-ħwejjeġ ewlenin tagħha.
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 qed isaħħaħ in-negozju online tiegħu u jagħti aktar attenzjoni lin-negozju tal-moda. 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
Ħin ta 'wara: Ġunju-09-2024