1. Spojené štáty americké
Rast maloobchodu s odevmi a mierny pokles nábytku domácnosti
Maloobchodný predaj v Spojených štátoch zostal v mesiaci stabilný a v apríli sa medziročne zvýšil o 3%. Konkrétne, hlavný maloobchodný predaj klesol o 0,3% mesiac v mesiaci. 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.
Tieto údaje o predaji naznačujú, že dopyt spotrebiteľov, ktorý podporuje hospodárstvo, oslabuje. 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. Maloobchodný predaj obchodných domov dosiahol 10,97 miliárd amerických dolárov, čo predstavuje nárast o 0,5% mesiac v mesiaci a medziročný pokles o 1,2%.
Rast predaja domácností, stabilita odevov
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; Pomer inventára/predaja nábytku, nábytku domácnosti a elektronických obchodov bol 1,66, čo je nárast o 2,5% v porovnaní s predchádzajúcim mesiacom.
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%. V porovnaní s rovnakým obdobím minulého roka sa index predaja maloobchodu zvýšil o 0,7%, zatiaľ čo EÚ sa zvýšila o 2,0%.
3. Japonsko
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. Hlavným dôvodom je to, že ceny rastú už dlho a spotrebitelia sa držia svojich peňaženiek.
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. Od januára do marca dosiahol kumulatívny maloobchodný predaj textilu a odevov v Japonsku 1,94 bilióna jenov, medziročný pokles o 5,2%.
4. UK
Makro: Nedávno viac medzinárodných organizácií znížilo svoje očakávania týkajúce sa budúceho hospodárskeho rastu vo Veľkej Británii. 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. Austrália
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). Pri pohľade na rôzne priemyselné odvetvia sa v apríli zvýšil predaj v austrálskom maloobchodnom sektore domáceho tovaru o 0,7%; Predaj odevov, obuvi a osobného príslušenstva v maloobchodnom sektore sa znížil o 0,7% mesiac mesačne; Predaj v sektore obchodného domu sa počas mesiaca zvýšil o 0,1%. 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. V skutočnosti, od začiatku roku 2024 zostal maloobchodný predaj Austrálie stabilný v dôsledku opatrnosti spotrebiteľov a znížených diskrečných výdavkov.
6. Výkonnosť maloobchodu
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%. Spoločnosť očakáva, že tento rok bude tržby ďalej klesať, s poklesom príjmov o 25% za celý rok 2024 na 190 miliónov dolárov.
Kolumbia
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%. Podľa značky tržby spoločnosti Columbia klesli o 6% na približne 660 miliónov dolárov. Spoločnosť očakáva zníženie predaja o 4% za celý rok 2024 na 3,35 miliárd dolárov.
Lukulemon
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. Spoločnosť očakáva príjmy vo výške 10,7 miliárd dolárov až 10,8 miliárd dolárov na fiškálny rok 2024, zatiaľ čo analytici očakávajú, že to bude 10,9 miliárd dolárov.
Hanesbrands
Značky 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. Podľa trhu sa tržby na americkom trhu znížili o 5% na 492 miliónov dolárov, zatiaľ čo na medzinárodnom trhu sa znížili o 7% na 139 miliónov dolárov. Podľa značky tržby spoločnosti Wrangler klesli o 3% na 409 miliónov dolárov, zatiaľ čo Lee klesol o 9% na 219 miliónov dolárov.
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. Očakáva sa, že spoločnosť Macy's v druhom štvrťroku vygeneruje príjmy vo výške 4,97 miliárd dolárov na 5,1 miliardy dolárov.
Puma
Ralph Lauren
Tjx
Pod brnenie
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. V budúcnosti zníži propagačné aktivity a zameria rozvoj spoločnosti na jej hlavné odevy pre mužov.
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 posilňuje svoje online podnikanie a venuje väčšiu pozornosť módnej firme. 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.
Zlando
Čas príspevku: jún-09-2024