1. United States
Keketseho ea liaparo tsa liaparo le ho theoha hanyane ka har'a thepa ea lapeng
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; CPI ea mantlha e ile ea boela ea fihla ho 3.6% ea selemo sa selemo, e fihlang selemo sa eona se tlase ho tloha ka la 20 Mmesa 2021, ka khatello e matla ea ho ikatisa.
Khoebo ea thekiso ea matlo United States e ile ea lula e le khoeli e tsitsitseng ka khoeli 'me e eketsehile ka 3% selemo sa selemo. Ka ho khetheha, thekiso ea chelete ea mantlha e theotsoe ke 0.3% khoeli ea khoeli. 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.
Lintlha tsena tsa thekiso li bonts'a hore moqapi oa bareki, o tšehetsang moruo, oa fokolisa. 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. Morekisi oa mabenkele a Lefapha la Lefapha la Lichelete o ile a fihla ho lidolara tsa Amerika tsa 10,97
Kholo ea Metsoako ea Ntlo ea Lichelete ea Lichelete, Bokhoni ba Liaparo
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; Kamore ea thepa ea thepa ea thepa ea thepa, thepa ea lapeng, thepa ea lapeng, le mabenkele a elektroniki e ne e le 1,66, keketseho ea 2% e bapisoang le khoeli e fetileng.
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%. Ha ho bapisoa le nako e ts'oanang selemong se fetileng, index ea thekiso ea thekiso ea thekiso e eketsehile ka 0.7%, ha eu e eketsehile ka 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. Lebaka le ka sehloohong ke hore litheko li ntse li eketseha ka nako e telele, 'me bareki ba tšoarella libakeng tsa bona.
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. Ho tloha ka Pherekhong ho fihlela ka Hlakubele, thekiso e kopaneng ea meetso le liaparo Japane e fihlile leqepheng la 1.94 Trillion Yen, ea selemo sa selemo sa selemo sa lilemo tse 5.2%.
4. UK
Macro: haufinyane tjena, ho ile ha nyahamisa mekhatlo ea batho ba bangata machabeng e theolisitse litebello tsa bona bakeng sa kholo ea nako e tlang ea moruo UK. 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. Australia
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). Ha u sheba liindasteri tse fapaneng, thekiso ka har'a lekala la la Australia la Australia le eketsehile ka 0.7% ka April; Morekisi oa liaparo, le lisebelisoa tsa hae tsa sephali tsa thepa ea mabenkele li theotsoe ke 0.7% khoeling; Morekisi ka har'a lekala la lebenkele le eketsehile ka likhoeli tse 0,1% ka khoeli. 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. Ebile, ho tloha qalong ea thekiso ea bareki ba 2024, thekiso ea thekiso ea Australia e ile ea lula e tsitsitse ka lebaka la tlhokomeliso ea bareki le ho fokotsa tšebeliso ea chelete.
6. Ts'ebetso ea khoebo ea retail
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%. Khamphani e lebelletse ho fokotseha ho eketsehileng selemong sena, ka ho fokotseha ha 25% ka kakaretso bakeng sa selemo se felletseng sa 2024 ho isa ho $ 190 milione.
Columbia
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. Khamphani e lebelletse lekhetho la $ 10,7 billion ho $ 10.8 bilione bakeng sa selemo sa lichelete sa 2024, ha bahlahlobisisa ba lebelletse hore e be $ 10,9 billion.
Hanesbrands
Li-Brands tsa Kontool
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. Ho lebelletsoe ho hlahisa lekhetho la $ 4,97 billion ho $ 5.1 bilione ho kotara ea bobeli.
Puma
Ralph Lauren
Tjx
Tlas'a lihlomo
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. Nakong e tlang, e tla fokotsa lits'ebetso tsa papatso le ho tsepamisa mohopolo ntlafatso ea k'hamphani khoebong ea banna ba eona.
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 o matlafatsa khoebo ea eona ea inthaneteng mme a ela hloko khoebo ea feshene. 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
Nako ea poso: Jun-09-2024