1. Sjedinjene Države
Rast odjeće za maloprodaju i blagi pad u kućnom namještaju
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; CORE CPI dodatno je pao na 3,6% u odnosu na godinu dana, dostignuvši najnižu točku od 2021., s marginalnim ublažavanjem inflatornog pritiska.
Trgovina na malo u Sjedinjenim Državama ostala je stabilna mjesec mjesec mjesec i povećana za 3% u odnosu na godinu u aprilu. Konkretno, osnovna maloprodajna prodaja smanjila se za 0,3% mjesec u mjesecu. 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.
Ovi podaci o prodaji ukazuju na to da je potrošačka potražnja koja podržava ekonomiju slabi. 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. Trgovina na malo odjelnim trgovinama dosegla je 10,97 milijardi američkih dolara, povećanjem od 0,5% mjeseca u mjesecu i smanjenje od 1,2% u odnosu na godinu dana.
Neprivredni maloprodajni prodavači: Maloprodajna prodaja u aprilu iznosila je 119,33 milijarde dolara, pad od 1,2% mjeseca u mjesecu i povećanje od 7,5% u odnosu na isti period prošle godine.
Rast prodajnog omjera zaliha domaćinstava, stabilnost odjeće
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; Omjer inventara / prodaje namještaja, namještaja za kuću i prodavaonice elektronike iznosilo je 1,66, porast od 2,5% u odnosu na prethodni mjesec.
2 EU 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%. U odnosu na isti period prošle godine, indeks prodaje maloprodaje porastao je za 0,7%, dok je EU porasla za 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. Glavni razlog je da se cijene već duže vrijeme povećavaju, a potrošači drže na novčanike.
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 januara do marta, kumulativna maloprodajna prodaja tekstila i odjeće u Japanu dostigla je 1,94 biliona jena, godišnje smanjenje od 5,2%.
4. Velika Britanija
Makro: Nedavno je više međunarodnih organizacija smanjilo očekivanja za budući ekonomski rast u Velikoj Britaniji. 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. Australija
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). Gledajući različite industrije, prodaja u australijskom maloprodajnom sektoru robe u aprilu porasla je za 0,7%; Prodaja odjeće, obuće i ličnih dodataka u sektoru maloprodaje smanjena je za 0,7% mjesec mjesec mjesec; Prodaja u sektoru robnog roka u prodaji porasla je za 0,1% meseca mesečno. 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. U stvari, od početka 2024. godine, australijska maloprodajna prodaja ostala je stabilna zbog opreza potrošača i smanjene diskrecijske potrošnje.
6. Nastup maloprodajnih poslovanja
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%. Kompanija očekuje prodaju daljnjeg pada ove godine, sa 25% padom prihoda za cijelu godinu 2024. na 190 miliona dolara.
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%. Po brendu, prodaja Kolumbije pala je za 6% na oko 660 miliona dolara. Kompanija očekuje smanjenje od 4% prodaje za cijelu godinu od 2024 do 3,35 milijardi dolara.
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. Kompanija očekuje prihod od 10,7 milijardi dolara na 10,8 milijardi dolara za fiskalnu godinu 2024, dok analitičari očekuju da će biti 10,9 milijardi dolara.
Hanesbrands
Konformat marke
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. Tržištem, prodaja na američkom tržištu smanjila se za 5% na 492 miliona dolara, dok su na međunarodnom tržištu smanjili za 7% na 139 miliona dolara. Po brendu, Wranglerova prodaja pala je 3% na 409 miliona dolara, dok je Lee pala 9% na 219 miliona dolara.
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. Očekuje se da će macy's generirati prihod od 4,97 milijardi dolara na 5,1 milijardu dolara u drugom tromjesečju.
Puma
Ralph Lauren
Tjx
Pod oklopom
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. Ubuduće će smanjiti promotivne aktivnosti i usmjeriti razvoj kompanije na njenom osnovnom mušku djelatnosti odjeće.
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 Marta jača svoje mrežne poslove i plaća više pažnje na modni posao. 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
Vrijeme pošte: jun-09-2024