1. United States
Kukula kwa malonda ogulitsa zovala ndi kuchepa pang'ono kwa zida zapanyumba
Deta yaposachedwa yochokera ku US Department of Labor ikuwonetsa kuti Consumer Price Index (CPI) mu Epulo idakwera ndi 3.4% pachaka ndi 0.3% mwezi uliwonse;CPI yayikulu idatsikanso mpaka 3.6% pachaka, kufika potsika kwambiri kuyambira Epulo 2021, ndikuchepetsa kutsika kwamitengo.
Malonda ogulitsa ku United States adakhazikika mwezi ndi mwezi ndikuwonjezeka ndi 3% pachaka mu Epulo.Mwachindunji, kugulitsa kwakukulu kwamalonda kunatsika ndi 0.3% mwezi pamwezi.Mwa magulu 13, magulu 7 adatsika kwambiri pakugulitsa, pomwe ogulitsa pa intaneti, zinthu zamasewera, ndi ogulitsa zinthu zoseweretsa atsika kwambiri.
Zogulitsa izi zikuwonetsa kuti zofuna za ogula, zomwe zakhala zikuthandizira chuma, zikuchepa.Ngakhale msika wogwira ntchito umakhalabe wolimba ndipo umapatsa ogula mphamvu zokwanira zogwiritsira ntchito ndalama, mitengo yokwera ndi chiwongoladzanja zingapangitsenso ndalama zapakhomo ndikuletsa kugula zinthu zosafunikira.
Malo ogulitsa zovala ndi zovala: Malonda ogulitsa mu April anafika 25,85 biliyoni madola a US, kuwonjezeka kwa 1.6% mwezi pamwezi ndi 2,7% poyerekeza ndi nthawi yomweyi chaka chatha.
Malo Ogulitsira Pamipando ndi Panyumba: Malonda ogulitsa mu Epulo adafikira madola 10.67 biliyoni aku US, kuchepa kwa 0.5% mwezi pamwezi ndi 8.4% poyerekeza ndi nthawi yomweyi chaka chatha.
Masitolo athunthu (kuphatikizapo masitolo akuluakulu ndi masitolo akuluakulu): Zogulitsa zogulitsa mu April zinali $ 75.87 biliyoni, kuchepa kwa 0.3% kuchokera mwezi watha ndi kuwonjezeka kwa 3.7% kuchokera nthawi yomweyi chaka chatha.Malonda ogulitsa m'masitolo akuluakulu adafika pa madola 10.97 biliyoni aku US, kuwonjezeka kwa 0.5% mwezi pamwezi ndi kuchepa kwa 1.2% pachaka.
Osagulitsa malonda: Malonda ogulitsa mu April anali $ 119.33 biliyoni, kuchepa kwa 1.2% mwezi pamwezi ndi kuwonjezeka kwa 7.5% poyerekeza ndi nthawi yomweyi chaka chatha.
Kukula kwa chiŵerengero cha malonda a nyumba, kukhazikika kwa zovala
M'mwezi wa March, chiwerengero cha katundu / malonda ogulitsa zovala ndi zovala ku United States chinali 2.29, kuwonjezeka pang'ono kwa 0.9% poyerekeza ndi mwezi wapitawo;Chiŵerengero cha katundu / malonda a mipando, zipangizo zapakhomo, ndi masitolo amagetsi anali 1.66, kuwonjezeka kwa 2.5% poyerekeza ndi mwezi wapitawo.
2. EU
Macro: Lipoti la 2024 Spring Economic Outlook Report la European Commission likukhulupirira kuti kuyambira kuchiyambi kwa chaka chino, kukula kwachuma kwa EU kwayenda bwino kuposa momwe amayembekezera, kukwera kwa inflation kwayendetsedwa, ndipo kukula kwachuma kwayamba kuonekera.Lipotilo likulosera kuti chuma cha EU chidzakula ndi 1% ndi 1.6% motsatira mu 2024 ndi 2025, ndipo chuma cha Eurozone chidzakula ndi 0.8% ndi 1.4% motsatira mu 2024 ndi 2025. Malingana ndi deta yoyambirira kuchokera ku Eurostat, Mtengo wa Consumer Index (CPI) mu Eurozone inawonjezeka ndi 2.4% pachaka mu April, kuchepa kwakukulu kuyambira kale.
Kugulitsa: Malinga ndi kuyerekezera kwa Eurostat, kuchuluka kwa malonda a Eurozone kudakwera ndi 0.8% mwezi wa Marichi 2024, pomwe EU idakula ndi 1.2%.Poyerekeza ndi nthawi yomweyi chaka chatha, chiwerengero cha malonda ogulitsa malonda chinawonjezeka ndi 0,7%, pamene EU inakula ndi 2.0%.
3. Japan
Macro: Malinga ndi kafukufuku wa ndalama zapanyumba za Marichi ndi ndalama zomwe zatulutsidwa posachedwa ndi Unduna wa Zaumoyo ku Japan, ndalama zomwe zimagwiritsidwa ntchito pamwezi ndi mabanja okhala ndi anthu awiri kapena kupitilira apo mu 2023 (Epulo 2023 mpaka Marichi 2024) zinali 294116 yen (pafupifupi RMB 14000) , kuchepa kwa 3.2% poyerekeza ndi chaka cham'mbuyo, kusonyeza kuchepa koyamba m'zaka zitatu.Chifukwa chachikulu ndi chakuti mitengo yakhala ikukwera kwa nthawi yaitali, ndipo ogula akugwiritsira ntchito zikwama zawo.
Zogulitsa: Malinga ndi zomwe zasinthidwa kuchokera ku Unduna wa Zachuma, Zamalonda ndi Zamakampani ku Japan, malonda ogulitsa ku Japan adakwera ndi 1.2% pachaka mu Marichi.Kuyambira Januware mpaka Marichi, kugulitsa kwa nsalu ndi zovala ku Japan kudafika 1.94 thililiyoni yen, kutsika kwachaka ndi 5.2%.
4. UK
Macro: Posachedwa, mabungwe angapo apadziko lonse lapansi achepetsa ziyembekezo zawo zakutsogolo kwachuma ku UK.Chiyembekezo chakukula kwa OECD pachuma cha UK chaka chino chatsika kuchokera pa 0.7% mu February mpaka 0.4%, ndipo chiwonetsero chake chakukula kwa 2025 chatsitsidwa kuchokera pa 1.2% yapitayo mpaka 1.0%.M'mbuyomu, International Monetary Fund idatsitsanso ziyembekezo zake pazachuma ku UK, ponena kuti GDP yaku UK idzakula ndi 0.5% mu 2024, kutsika kuposa zomwe zinanenedweratu mu Januwale za 0.6%.
Malingana ndi deta yochokera ku UK Bureau of Statistics, pamene mitengo yamagetsi ikucheperachepera, kukula kwa CPI ku UK mu April kunatsika kuchokera ku 3.2% mu March mpaka 2.3%, malo otsika kwambiri pafupifupi zaka zitatu.
Zogulitsa: Malinga ndi deta yochokera ku UK Office for National Statistics, malonda ogulitsa ku UK adatsika ndi 2.3% mwezi wa mwezi wa April, zomwe zikuwonetsa ntchito yoipa kwambiri kuyambira December chaka chatha, ndi kuchepa kwa chaka ndi 2.7%.Chifukwa cha nyengo yachinyezi, ogula safuna kugula m'misewu yamalonda, ndipo malonda ogulitsa zinthu zambiri kuphatikizapo zovala, zipangizo zamasewera, zoseweretsa, ndi zina zinagwa mu April.Kuyambira Januware mpaka Epulo, kugulitsa kwansalu, zovala, ndi nsapato ku UK kudakwana mapaundi 17.83 biliyoni, kutsika pachaka ndi 3%.
5. Australia
Zogulitsa: The Australian Bureau of Statistics inanena kuti, kusinthidwa chifukwa cha nyengo, malonda ogulitsa dziko mu April adakwera pafupifupi 1.3% pachaka ndi pafupifupi 0.1% mwezi pamwezi, kufika ku AUD 35.714 biliyoni (pafupifupi RMB 172.584 biliyoni).Kuyang'ana m'mafakitale osiyanasiyana, kugulitsa m'makampani ogulitsa katundu ku Australia kunakwera ndi 0,7% mu April;Kugulitsa zovala, nsapato, ndi zida zaumwini m'magulu ogulitsa zidatsika ndi 0.7% mwezi pamwezi;Zogulitsa m'gawo la sitolo zidakwera ndi 0.1% mwezi pamwezi.Kuyambira Januwale mpaka Epulo, kuchuluka kwa malonda ogulitsa zovala, zovala, ndi nsapato kudafikira AUD 11.9 biliyoni, kutsika pang'ono kwa 0.1% pachaka.
Mtsogoleri wa Retail Statistics ku Australian Bureau of Statistics adanena kuti ndalama zogulitsira malonda ku Australia zapitirizabe kukhala zofooka, ndi malonda akuwonjezeka pang'ono mu April, koma osakwanira kuphimba kuchepa kwa March.M'malo mwake, kuyambira kuchiyambi kwa 2024, malonda ogulitsa ku Australia adakhazikika chifukwa chakusamala kwa ogula ndikuchepetsa kugwiritsa ntchito mwanzeru.
6. Kuchita malonda ogulitsa
Mbalame zonse
Allbirds adalengeza zotsatira zake za kotala yoyamba kuyambira pa Marichi 31, 2024, ndalama zomwe zidatsika 28% mpaka $ 39.3 miliyoni, kutayika kwathunthu $27.3 miliyoni, ndi phindu lalikulu lomwe likukulirakulira ndi 680 maziko kufika 46.9%.Kampaniyo ikuyembekeza kuti malonda achulukirachulukira chaka chino, ndikutsika kwa 25% kwa ndalama mchaka chonse cha 2024 mpaka $ 190 miliyoni.
Columbia
Mtundu wakunja waku America waku Columbia udalengeza zotsatira zake za Q1 2024 kuyambira pa Marichi 31, pomwe malonda akutsika 6% mpaka $770 miliyoni, phindu lonse likutsika 8% mpaka $42.39 miliyoni, ndi phindu lalikulu pa 50.6%.Mwa mtundu, malonda aku Columbia adatsika 6% mpaka pafupifupi $660 miliyoni.Kampaniyo ikuyembekeza kutsika kwa 4% pakugulitsa kwa chaka chonse cha 2024 mpaka $ 3.35 biliyoni.
Lululemon
Ndalama za Lululemon m'chaka chachuma cha 2023 zidakwera ndi 19% mpaka $ 9.6 biliyoni, phindu lonse lawonjezeka ndi 81.4% mpaka $ 1.55 biliyoni, ndipo phindu lalikulu linali 58.3%.Kampaniyo inanena kuti ndalama zomwe amapeza komanso phindu lake zinali zotsika kuposa momwe amayembekezera, makamaka chifukwa cha kuchepa kwa kufunikira kwa masewera apamwamba komanso zosangalatsa ku North America.Kampaniyo ikuyembekeza ndalama zokwana $ 10.7 biliyoni mpaka $ 10.8 biliyoni pachaka chachuma cha 2024, pomwe akatswiri akuyembekeza kuti zifika $ 10.9 biliyoni.
HanesBrands
Hanes Brands Group, wopanga zovala waku America, adatulutsa zotsatira zake za Q1 2024, pomwe malonda onse adatsika ndi 17% mpaka $ 1.16 biliyoni, phindu la $ 52.1 miliyoni, phindu lalikulu la 39.9%, ndikugulitsa pansi 28%.Ndi dipatimenti, malonda mu dipatimenti ya zovala zamkati adatsika ndi 8.4% mpaka $506 miliyoni, dipatimenti yamasewera amasewera idatsika ndi 30.9% mpaka $218 miliyoni, dipatimenti yapadziko lonse lapansi idatsika ndi 12.3% mpaka $406 miliyoni, ndipo madipatimenti ena adatsika ndi 56.3% mpaka $25.57 miliyoni.
Kontool Brands
Kampani ya makolo a Lee Kontool Brands yalengeza zotsatira zake za kotala yoyamba, ndikugulitsa kutsika 5% mpaka $ 631 miliyoni, makamaka chifukwa cha njira zoyendetsera zinthu ndi ogulitsa aku US, kuchepetsa kugulitsa kwazinthu zam'nyengo, komanso kuchepa kwa malonda pamsika wapadziko lonse lapansi.Pamsika, malonda pamsika waku US adatsika ndi 5% mpaka $ 492 miliyoni, pomwe pamsika wapadziko lonse lapansi adatsika ndi 7% mpaka $ 139 miliyoni.Mwa mtundu, malonda a Wrangler adatsika 3% mpaka $409 miliyoni, pomwe Lee adatsika 9% mpaka $219 miliyoni.
Macy pa
Pofika pa Meyi 4, 2024, zotsatira za Macy Q1 zidawonetsa kuchepa kwa 2.7% pakugulitsa mpaka $ 4.8 biliyoni, phindu la $ 62 miliyoni, kutsika kwa 80 pamlingo wopeza phindu mpaka 39.2%, ndi kuwonjezeka kwa 1.7% pazogulitsa.Panthawiyi, kampaniyo idatsegula sitolo yaing'ono ya Macy ya 31000 ku Laurel Hill, New Jersey, ndipo ikukonzekera kutsegula 11 mpaka 24 masitolo atsopano chaka chino.Macy akuyembekezeka kupanga ndalama zokwana $4.97 biliyoni mpaka $5.1 biliyoni mgawo lachiwiri.
Puma
Mtundu wamasewera waku Germany Puma idatulutsa zotsatira zake zoyambirira, pomwe malonda akutsika 3.9% mpaka 2.1 biliyoni euros ndi phindu lomwe likutsika 1.8% mpaka 900 miliyoni mayuro.Mwamsika, ndalama m'misika yaku Europe, Middle East, ndi Africa zidatsika ndi 3.2%, msika waku America watsika ndi 4.6%, ndipo msika waku Asia Pacific unatsika ndi 4.1%.Mwa gulu, malonda a nsapato adakwera ndi 3.1% mpaka 1.18 biliyoni euro, zovala zidatsika ndi 2.4% mpaka 608 miliyoni mayuro, ndipo zowonjezera zidatsika ndi 3.2% mpaka 313 miliyoni mayuro.
Ralph Lauren
Ralph Lauren adalengeza zotsatira za chaka chandalama ndipo kotala lachinayi lidatha pa Marichi 30, 2024. Ndalama zidakwera ndi 2.9% mpaka $ 6.631 biliyoni, phindu lidakwera ndi 23.52% mpaka $ 646 miliyoni, phindu lalikulu lakwera ndi 6.4% mpaka $4.431 biliyoni, ndi phindu lalikulu. malire awonjezeka ndi 190 maziko mpaka 66.8%.M'gawo lachinayi, ndalama zawonjezeka ndi 2% mpaka $ 1.6 biliyoni, ndi phindu la $ 90.7 miliyoni, poyerekeza ndi $ 32.3 miliyoni panthawi yomweyi chaka chatha.
TJX
Wogulitsa kuchotsera ku US TJX adalengeza zotsatira zake za Q1 kuyambira pa Meyi 4, 2024, pomwe malonda akuwonjezeka ndi 6% mpaka $ 12.48 biliyoni, phindu likufikira $ 1.1 biliyoni, ndipo phindu lalikulu likuwonjezeka ndi 1.1 peresenti mpaka 30%.Ndi dipatimenti, dipatimenti ya Marmaxx yomwe imayang'anira kugulitsa zovala ndi zinthu zina idawona kuwonjezeka kwa 5% mpaka $ 7.75 biliyoni, dipatimenti ya Home Furnishings idakwera 6% mpaka $2.079 biliyoni, dipatimenti ya TJX Canada idakwera 7% mpaka $1.113 biliyoni, ndipo dipatimenti ya TJX International idawona kuwonjezeka kwa 9% mpaka $ 1.537 biliyoni.
Pansi pa Zida
Mtundu wamasewera waku America Andemar adalengeza zotsatira zake zachaka chonse chandalama chomwe chatha pa Marichi 31, 2024, ndalama zomwe zidatsika 3% mpaka $5.7 biliyoni ndi phindu la $232 miliyoni.Mwa gulu, ndalama zogulira zovala pachaka zidatsika ndi 2% mpaka $ 3.8 biliyoni, nsapato ndi 5% mpaka $ 1.4 biliyoni, ndi zowonjezera ndi 1% mpaka $ 406 miliyoni.Pofuna kulimbikitsa magwiridwe antchito akampani ndikubwezeretsanso kukula kwa magwiridwe antchito, Andema adalengeza za kuchotsedwa ntchito ndikuchepetsa mapangano otsatsa a chipani chachitatu.M'tsogolomu, idzachepetsa ntchito zotsatsira ndikuyang'ana chitukuko cha kampani pa bizinesi yake yaikulu ya zovala za amuna.
Walmart
Wal Mart adalengeza zotsatira za kotala yoyamba kuyambira pa Epulo 30, 2024. Ndalama zake zidakwera ndi 6% mpaka $ 161.5 biliyoni, phindu lake losinthidwa lawonjezeka ndi 13.7% mpaka $ 7.1 biliyoni, malire ake onse adakwera ndi 42 maziko mpaka 24.1%. ndipo kufufuza kwake padziko lonse kunatsika ndi 7%.Wal Mart ikulimbikitsa bizinesi yake yapaintaneti ndikusamalira kwambiri bizinesi yamafashoni.Chaka chatha, kugulitsa mafashoni a kampani ku United States kunafika $ 29.5 biliyoni, ndipo malonda a pa intaneti padziko lonse adadutsa $ 100 biliyoni kwa nthawi yoyamba, kukwaniritsa kukula kwa 21% m'gawo loyamba.
Zalando
Zalando wamkulu waku Europe wa Zalando adalengeza zotsatira zake za Q1 2024, ndalama zomwe zidatsika ndi 0.6% mpaka 2.24 biliyoni zama euro komanso phindu la msonkho lomwe lidafika 700000 euros.Kuphatikiza apo, GMV yonse yazinthu zamakampani panthawiyi idakwera ndi 1.3% mpaka 3.27 biliyoni, pomwe kuchuluka kwa ogwiritsa ntchito adatsika ndi 3.3% mpaka 49,5 miliyoni.Zalando2023 idatsika ndi 1.9% ya ndalama mpaka ma euro biliyoni 10.1, chiwonjezeko cha 89% cha phindu la msonkho isanakwane mpaka ma euro 350 miliyoni, ndi kuchepa kwa 1.1% kwa GMV mpaka ma euro 14.6 biliyoni.
Nthawi yotumiza: Jun-09-2024