1. United States
Khōlo ea thekiso ea liaparo le ho fokotseha ho fokolang ha thepa ea lapeng
Lintlha tsa morao-rao tse tsoang Lefapheng la Basebetsi la United States li bontša hore Index ea Theko ea Bareki (CPI) ka April e eketsehile ka 3.4% selemo le selemo le 0.3% khoeli le khoeli;CPI ea mantlha e boetse e theohetse ho 3.6% selemo le selemo, e fihla boemong bo tlase ho tloha ka Mmesa 2021, ka phokotso e nyane ea khatello ea theko.
Lithekiso tsa mabenkele United States li ile tsa lula li tsitsitse khoeli le khoeli 'me tsa eketseha ka 3% selemo le selemo ka April.Ka ho khetheha, thekiso ea mantlha ea thekiso e fokotsehile ka 0.3% khoeli le khoeli.Mekhahlelong e 13, mekhahlelo e 7 e bile le phokotseho ea thekiso, 'me barekisi ba marang-rang, thepa ea lipapali, le barekisi ba thepa ea ho itlosa bolutu ba theohile haholo.
Lintlha tsena tsa thekiso li bontša hore tlhokahalo ea bareki, e 'nileng ea tšehetsa moruo, e ntse e fokotseha.Le hoja 'maraka oa basebetsi o ntse o le matla' me o fa bareki matla a lekaneng a ho sebelisa chelete, litheko tse phahameng le phaello ea phaello li ka 'na tsa fokotsa lichelete tsa malapa le ho thibela ho reka thepa e sa hlokahaleng.
Mabenkele a liaparo le liaparo: Thekiso ea thekiso ka April e fihlile ho liranta tse limilione tse likete tse 25,85 tsa US, keketseho ea 1.6% khoeli le khoeli le 2,7% ha e bapisoa le nako e tšoanang selemong se fetileng.
Lebenkele la Thepa ea Thepa le Thepa ea Lehae: Thekiso ea mabenkele ka Mmesa e fihlile ho lidolara tse limilione tse likete tse 10.67, e leng phokotseho ea 0.5% khoeli le khoeli le 8.4% ha e bapisoa le nako e tšoanang selemong se fetileng.
Mabenkele a felletseng (ho kenyeletsoa lisuphamakete le mabenkele a lefapha): Lithekiso tsa thekiso ka Mmesa e ne e le $ 75.87 bilione, phokotso ea 0.3% ho tloha khoeling e fetileng le keketseho ea 3.7% ho tloha nakong e tšoanang selemong se fetileng.Lithekiso tsa mabenkele tsa mabenkele li fihlile ho lidolara tse limilione tse likete tse 10.97 tsa US, keketseho ea 0.5% khoeli le khoeli le ho fokotseha ha 1.2% selemo le selemo.
Bahoebi bao e seng ba 'mele: Thekiso ea mabenkele ka April e ne e le $ 119.33 limilione tse likete, ho fokotseha ha 1.2% khoeli le khoeli le keketseho ea 7.5% ha e bapisoa le nako e tšoanang selemong se fetileng.
Karolelano ea kholo ea thekiso ea thepa ea malapa, botsitso ba liaparo
Ka March, tekanyo ea thepa / thekiso ea mabenkele a liaparo le liaparo United States e ne e le 2.29, keketseho e nyenyane ea 0.9% ha e bapisoa le khoeli e fetileng;Karolelano ea thepa/thekiso ea thepa ea ka tlung, thepa ea ka tlung le mabenkele a elektroniki e ne e le 1.66, e leng keketseho ea 2.5% ha e bapisoa le khoeling e fetileng.
2. EU
Macro: Tlaleho ea Pono ea Moruo ea Selemo ea 2024 ea Khomishene ea Europe e lumela hore ho tloha qalong ea selemo sena, kholo ea moruo ea EU e sebelitse hantle ho feta kamoo ho neng ho lebelletsoe, maemo a ho nyoloha ha theko a laoloa, mme keketseho ea moruo e qalile ho ba teng.Tlaleho e bolela esale pele hore moruo oa EU o tla hōla ka 1% le 1.6% ka ho latellana ho 2024 le 2025, 'me moruo oa Eurozone o tla hōla ka 0.8% le 1.4% ka ho latellana ho 2024 le 2025. Ho ea ka lintlha tsa pele tse tsoang ho Eurostat, Theko ea Bareki. Index (CPI) ho Eurozone e eketsehile ka 2.4% selemo le selemo ka April, ho fokotseha ho hoholo ho tloha pele.
Thekiso: Ho ea ka likhakanyo tsa Eurostat, khoebo ea thekiso ea thekiso ea Eurozone e eketsehile ka 0.8% khoeling ka Hlakubele 2024, athe EU e holile ka 1.2%.Ha ho bapisoa le nako e tšoanang selemong se fetileng, lenane la thekiso ea thekiso le ile la eketseha ka 0.7%, ha EU e eketsehile ka 2.0%.
3. Japane
Macro: Ho ea ka phuputso ea chelete ea malapa ea March le litšenyehelo tse sa tsoa lokolloa ke Lekala la Litaba tsa Kakaretso la Japane, karolelano ea tšebeliso ea khoeli le khoeli ea tšebeliso ea khoeli le khoeli ea malapa a nang le batho ba babeli kapa ho feta ka 2023 (April 2023 ho fihlela ka March 2024) e ne e le 294116 yen (hoo e ka bang RMB 14000) , phokotseho ea 3.2% ha e bapisoa le ea selemo se fetileng, e tšoaeang phokotso ea pele ka lilemo tse tharo.Lebaka le ka sehloohong ke hore litheko li 'nile tsa phahama ka nako e telele,' me bareki ba ntse ba ts'oara lipache tsa bona.
Retail: Ho latela lintlha tse fetotsoeng ho tsoa Lefapheng la Moruo la Japane, Khoebo le Indasteri, thekiso ea mabenkele Japane e eketsehile ka 1.2% selemo le selemo ka Hlakubele.Ho tloha ka Pherekhong ho fihlela ka Hlakubele, thekiso e akaretsang ea thekiso ea masela le liaparo Japane e fihlile ho li-yen tse libilione tse 1.94, e leng phokotso ea selemo le selemo ea 5.2%.
4. UK
Macro: Haufinyane, mekhatlo e mengata ea machaba e theotse litebello tsa bona bakeng sa kholo ea moruo ea UK.Tekanyetso ea kholo ea OECD bakeng sa moruo oa UK selemong sena e theohile ho tloha ho 0.7% ka Hlakola ho ea ho 0.4%, 'me ponelopele ea kholo ea eona ea 2025 e theohile ho tloha ho 1.2% e fetileng ho ea ho 1.0%.Pejana, Letlole la Lichelete la Machabeng le lona le ile la theola litebello tsa lona bakeng sa moruo oa UK, le bolela hore GDP ea UK e tla hola feela ka 0.5% ka 2024, e tlase ho feta se boletsoeng esale pele ka Pherekhong ea 0.6%.
Ho ea ka lintlha tse tsoang ho Bureau of Statistics ea UK, ha theko ea matla e ntse e theoha, kholo ea UK ea CPI ka April e fokotsehile ho tloha ho 3.2% ka March ho ea ho 2.3%, e leng ntlha e tlaase ka ho fetisisa hoo e ka bang lilemo tse tharo.
Retail: Ho ea ka boitsebiso bo tsoang ho Ofisi ea UK bakeng sa Lipalo-palo tsa Sechaba, thekiso ea mabenkele UK e fokotsehile ka 2.3% khoeli ka khoeli ea April, e leng se bontšang ts'ebetso e mpe ka ho fetisisa ho tloha ka December selemong se fetileng, ka ho fokotseha ha selemo le selemo ka 2.7%.Ka lebaka la boemo ba leholimo bo mongobo, bareki ba leqe ho reka literateng tsa khoebo, 'me thekiso ea thekiso ea lihlahisoa tse ngata tse kenyeletsang liaparo, thepa ea lipapali, lipapali, joalo-joalo e ile ea oa ka April.Ho tloha ka Pherekhong ho isa ho Mmesa, thekiso e kopaneng ea masela, liaparo le lieta UK e fihlile ho liponto tse limilione tse likete tse 17.83, e leng phokotso ea selemo le selemo ea 3%.
5. Australia
Retail: Ofisi ea Lipalopalo ea Australia e tlaleha hore, e fetotsoe bakeng sa lintlha tsa selemo, thekiso ea mabenkele ea naha ka April e eketsehile ka hoo e ka bang 1.3% selemo le selemo le hoo e ka bang 0.1% khoeli le khoeli, ho fihla ho AUD 35.714 limilione tse likete (hoo e ka bang RMB 172.584 limilione tse likete).Ha re sheba liindasteri tse fapaneng, thekiso lefapheng la thekiso ea thepa ea lehae la Australia e eketsehile ka 0,7% ka April;Thekiso ea liaparo, lieta le lisebelisoa tsa botho lefapheng la mabenkele li fokotsehile ka 0.7% khoeli le khoeli;Lithekiso lekaleng la mabenkele a mafapha li eketsehile ka 0.1% khoeli le khoeli.Ho tloha ka Pherekhong ho isa ho Mmesa, thekiso e akaretsang ea mabenkele a liaparo, liaparo le lieta e fihlile ho AUD 11.9 bilione, e leng phokotseho e nyane ea 0.1% selemo le selemo.
Mookameli oa Lipalo-palo tsa Retail ho Ofisi ea Lipalo-palo ea Australia o boletse hore chelete ea thekiso ea lichelete Australia e 'nile ea tsoela pele ho fokola, ka thekiso e ntseng e eketseha hanyenyane ka April, empa e sa lekana ho koahela ho theoha ka March.Ebile, ho tloha qalong ea 2024, thekiso ea mabenkele ea Australia e lutse e tsitsitse ka lebaka la tlhokomeliso ea bareki le ho fokotsa tšebeliso ea chelete ka boikhethelo.
6. Ts'ebetso ea khoebo ea mabenkele
Linonyana tsohle
Allbirds e phatlalalitse liphetho tsa eona tsa kotara ea pele ho tloha ka la 31 Hlakubele 2024, 'me lekhetho le theohile ka 28% ho isa ho $39.3 milione, tahlehelo e felletseng ea $27.3 milione, le phaello e kholo e eketsehang ka lintlha tse 680 ho isa ho 46.9%.Khamphani e lebelletse hore thekiso e tla theoha le ho feta selemong sena, ka phokotso ea 25% ea lekhetho bakeng sa selemo se felletseng sa 2024 ho isa ho $ 190 milione.
Columbia
Letšoao la kantle la Amerika Columbia le phatlalalitse liphetho tsa lona tsa Q1 2024 ho tloha ka la 31 Hlakubele, 'me thekiso e theohile ka 6% ho isa ho $770 milione, phaello ea kakaretso e theohile ho 8% ho isa ho $42.39 milione, le phaello e kholo ho 50.6%.Ka mofuta, thekiso ea Columbia e theohile ka 6% ho isa ho $660 milione.Khamphani e lebelletse phokotso ea 4% ea thekiso bakeng sa selemo se felletseng sa 2024 ho isa ho $ 3.35 bilione.
Lululemon
Lekeno la Lululemon bakeng sa selemo sa lichelete sa 2023 le eketsehile ka 19% ho isa ho $ 9.6 bilione, phaello ea letlooa e eketsehile ka 81.4% ho ea ho $ 1.55 limilione tse likete, 'me phaello e kholo e ne e le 58.3%.Khamphani e boletse hore lekeno le phaello ea eona li tlase ho feta kamoo ho neng ho lebelletsoe, haholo-holo ka lebaka la tlhokahalo e fokolang ea lihlahisoa tsa maemo a holimo tsa lipapali le tsa boikhathollo Amerika Leboea.Khamphani e lebelletse lekhetho la $ 10.7 billion ho $10.8 billion bakeng sa selemo sa lichelete sa 2024, athe bahlahlobisisi ba lebelletse hore e tla ba $ 10.9 billion.
HanesBrands
Hanes Brands Group, moetsi oa liaparo oa Amerika, o lokolotse sephetho sa eona sa Q1 2024, 'me thekiso ea marang-rang e theohile ho 17% ho isa ho $1.16 bilione, phaello ea $52.1 milione, phaello e felletseng ea 39.9%, le thepa e theohile ka 28%.Ka lefapha, thekiso lefapheng la liaparo tsa ka hare e theohile ka 8.4% ho $506 milione, lefapha la liaparo tsa lipapali le theohile ka 30.9% ho $218 milione, lefapha la machaba le theohile ka 12.3% ho $406 milione, 'me mafapha a mang a theohile ka 56.3% ho $25.57 milione.
Kontool Brands
Khamphani ea motsoali oa Lee Kontool Brands e phatlalalitse liphetho tsa eona tsa kotara ea pele, 'me thekiso e theohile ho 5% ho isa ho $631 milione, haholoholo ka lebaka la mehato ea taolo ea thepa ke barekisi ba US, ho fokotseha ha thekiso ea lihlahisoa tsa selemo, le ho theoha ha thekiso ea mebaraka ea machabeng.Ka 'maraka, thekiso ea' marakeng oa US e fokotsehile ka 5% ho $ 492 limilione, ha 'marakeng oa machaba, e fokotsehile ka 7% ho ea ho $ 139 milione.Ho latela mofuta, thekiso ea Wrangler e theohile ka 3% ho isa ho $409 milione, ha Lee e theohile ka 9% ho isa ho $219 milione.
oa Macy
Ho tloha ka la 4 Mots'eanong 2024, liphetho tsa Macy's Q1 li bonts'itse theolelo ea 2.7% ea thekiso ho fihlela ho $4.8 billion, phaello ea $62 milione, phokotso ea lintlha tse 80 molemong oa phaello e kholo ho isa ho 39.2%, le keketseho ea 1.7% ea thepa ea thepa.Nakong eo, k'hamphani e ile ea bula lebenkele le lenyenyane la lisekoere-mithara tse 31000 la Macy Laurel Hill, New Jersey, 'me e rera ho bula mabenkele a macha a 11 ho isa ho a 24 selemong sena.Macy's e lebelletsoe ho hlahisa chelete ea $4.97 billion ho $5.1 billion kotareng ea bobeli.
Puma
Letšoao la lipapali la Jeremane Puma le lokolitse liphetho tsa kotara ea pele, 'me thekiso e theohile ho 3.9% ho isa ho li-euro tse limilione tse likete tse 2.1 le phaello e theohileng ho 1.8% ho isa ho li-euro tse limilione tse 900.Ka 'maraka, chelete e kenang' mebarakeng ea Europe, Bochabela bo Hare le Afrika e theohile ka 3.2%, 'maraka oa Amerika o theohile ka 4.6%,' me mmaraka oa Asia Pacific o theohile ka 4.1%.Ho ea ka sehlopha, thekiso ea lieta e eketsehile ka 3.1% ho ea ho li-euro tse limilione tse likete tse 1,18, liaparo li fokotsehile ka 2.4% ho ea ho li-euro tse limilione tse 608, 'me lisebelisoa li fokotsehile ka 3.2% ho ea ho li-euro tse limilione tse 313.
Ralph Lauren
Ralph Lauren o phatlalalitse liphetho tsa selemo sa lichelete mme kotara ea bone e felile ka la 30 Hlakubele 2024. Lekeno le eketsehile ka 2.9% ho isa ho $ 6.631 bilione, phaello e nyolohileng e eketsehile ka 23.52% ho isa ho $ 646 milione, phaello e kholo e eketsehile ka 6.4% ho isa ho $4.431 billion, le phaello e kholo. moeli o eketsehile ka lintlha tsa motheo tsa 190 ho ea ho 66.8%.Karolong ea bone, lekhetho le eketsehile ka 2% ho ea ho $ 1.6 limilione tse likete, ka phaello ea $ 90.7 milione, ha e bapisoa le $ 32.3 milione ka nako e tšoanang selemong se fetileng.
TJX
Morekisi oa litheolelo oa US TJX o phatlalalitse liphetho tsa eona tsa Q1 ho tloha ka la 4 Mots'eanong, 2024, 'me thekiso e eketsehile ka 6% ho isa ho $12.48 billion, phaello e fihlang ho $1.1 billion,' me phaello e kholo e eketseha ka liperesente tse 1.1 ho isa ho 30%.Ka lefapha, lefapha la Marmaxx le ikarabellang bakeng sa ho rekisa liaparo le lihlahisoa tse ling le bone keketseho ea 5% ea thekiso ho $ 7.75 limilione tse likete, Lefapha la Home Furnishings le bone keketseho ea 6% ho $ 2.079 limilione tse likete, lefapha la TJX Canada le bone keketseho ea 7% ho $ 1.113 limilione tse likete, mme lefapha la TJX International le bone keketseho ya 9% ho $1.537 bilione.
Tlas'a Lihlomo
Letšoao la lipapali la Amerika Andemar le phatlalalitse liphetho tsa lona tsa selemo se felletseng bakeng sa selemo sa lichelete se felileng ka la 31 Hlakubele 2024, ka lekhetho le theohileng ho 3% ho isa ho $ 5.7 bilione le phaello ea $ 232 milione.Ho ea ka sehlopha, chelete ea liaparo bakeng sa selemo e fokotsehile ka 2% ho ea ho $ 3.8 bilione, lieta ka 5% ho $ 1.4 bilione, le lisebelisoa tsa 1% ho $ 406 milione.E le ho matlafatsa ts'ebetso ea ts'ebetso ea k'hamphani le ho tsosolosa kholo ea ts'ebetso, Andema e phatlalalitse ho tlohela mosebetsi le ho fokotsa likonteraka tsa papatso ea batho ba boraro.Nakong e tlang, e tla fokotsa mesebetsi ea papatso le ho tsepamisa maikutlo ho nts'etsopele ea k'hamphani khoebong ea eona ea mantlha ea liaparo tsa banna.
Walmart
Wal Mart e phatlalalitse liphetho tsa kotara ea pele ho tloha ka la 30 Mmesa, 2024. Lekeno la eona le eketsehile ka 6% ho isa ho $ 161.5 bilione, phaello ea eona ea ts'ebetso e fetotsoeng e eketsehile ka 13.7% ho isa ho $ 7.1 bilione, kakaretso ea eona e eketsehile ka lintlha tse 42 ho isa ho 24.1%. mme thepa ya yona ya lefatshe lohle e theohile ka 7%.Wal Mart e matlafatsa khoebo ea eona ea inthanete le ho ela hloko khoebo ea feshene.Selemong se fetileng, thekiso ea feshene ea k'hamphani United States e fihlile ho $ 29.5 limilione tse likete, 'me thekiso ea lefats'e ea marang-rang e feta $ 100 limilione tse likete ka lekhetlo la pele, e finyella kholo ea 21% kotareng ea pele.
Zalando
Zalando e kholo ea khoebo ea e-commerce ea Europe e phatlalalitse liphetho tsa eona tsa Q1 2024, 'me lekhetho le theohile ho 0.6% ho isa ho li-euro tse limilione tse likete tse 2.24 le phaello ea lekhetho e fihlang ho li-euro tse 700000.Ho feta moo, kakaretso ea GMV ea litšebelisano tsa thepa ea k'hamphani nakong eo e eketsehile ka 1,3% ho ea ho li-euro tse limilione tse likete tse 3,27, ha palo ea basebelisi ba mafolofolo e fokotsehile ka 3,3% ho ea ho batho ba limilione tse 49,5.Zalando2023 e bone phokotseho ea lekhetho ka 1.9% ho isa ho li-euro tse limilione tse likete tse 10.1, keketseho ea 89% ea phaello ea lekhetho ho isa ho li-euro tse limilione tse 350, le phokotso ea 1.1% ho GMV ho isa ho li-euro tse limilione tse likete tse 14.6.
Nako ea poso: Phup-09-2024