1. Verenigde Staten
Groei in kledingwinkel en een lichte achteruitgang van woninginrichting
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; De kern CPI daalde verder tot 3,6% op jaarbasis en bereikte het laagste punt sinds april 2021, met de marginale versoepeling van de inflatoire druk.
De detailhandelsverkopen in de Verenigde Staten bleven maand na maand stabiel en steeg met 3% op jaarbasis in april. In het bijzonder daalde de kernverkoop van de kern met 0,3% maand na maand. 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.
Deze verkoopgegevens geven aan dat de vraag van de consument, die de economie heeft ondersteund, verzwakt. 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. De detailhandel van warenhuizen bereikte 10,97 miljard Amerikaanse dollar, een stijging van 0,5% maand na maand en een daling van 1,2% op jaarbasis.
Groei van de verkoop van huishoudelijke voorraadverkoop, kledingstabiliteit
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; De inventaris/verkoopverhouding van meubels, woninginrichting en elektronische winkels was 1,66, een toename van 2,5% in vergelijking met de vorige maand.
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%. Vergeleken met dezelfde periode vorig jaar, steeg de detailhandelsindex met 0,7%, terwijl de EU met 2,0%steeg.
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. De belangrijkste reden is dat de prijzen al lang stijgen en consumenten vasthouden aan hun portemonnee.
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. Van januari tot maart bereikte de cumulatieve detailhandel van textiel en kleding in Japan 1,94 biljoen yen, een daling van de jaar op jaar van 5,2%.
4. UK
Macro: Onlangs hebben meerdere internationale organisaties hun verwachtingen voor toekomstige economische groei in het VK verlaagd. 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. Australië
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). Kijkend naar verschillende industrieën, steeg de verkoop in de detailhandel in Australische thuisgoederen in april met 0,7%; De verkoop van kleding, schoenen en persoonlijke accessoires in de detailhandel daalde met 0,7% maand na maand; De omzet in de warenhuis sector steeg met 0,1% maand na maand. 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. Sinds het begin van 2024 zijn de detailhandel in Australië zelfs stabiel gebleven vanwege de voorzichtigheid van de consument en de verminderde discretionaire uitgaven.
6. Prestaties voor de detailhandel
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%. Het bedrijf verwacht dat de omzet dit jaar verder zal dalen, met een omzetdaling van 25% voor het volledige jaar van 2024 tot $ 190 miljoen.
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%. Door merk daalde de omzet van Columbia met 6% tot ongeveer $ 660 miljoen. Het bedrijf verwacht een daling van de omzet met 4% voor het volledige jaar van 2024 tot $ 3,35 miljard.
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. Het bedrijf verwacht een omzet van $ 10,7 miljard tot $ 10,8 miljard voor het fiscale jaar 2024, terwijl analisten verwachten dat het $ 10,9 miljard zal bedragen.
Hanesbrands
Kontool -merken
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. Per markt daalde de omzet op de Amerikaanse markt met 5% tot $ 492 miljoen, terwijl ze op de internationale markt daalden met 7% tot $ 139 miljoen. Door merk daalde de omzet van Wrangler met 3% tot $ 409 miljoen, terwijl Lee met 9% daalde tot $ 219 miljoen.
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. Macy's zal naar verwachting in het tweede kwartaal een omzet genereren van $ 4,97 miljard tot $ 5,1 miljard.
Poema
Ralph Lauren
TJX
Onder pantser
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. In de toekomst zal het promotionele activiteiten verminderen en de ontwikkeling van het bedrijf op zijn kernkledingbedrijf richten.
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 versterkt zijn online bedrijf en besteedt meer aandacht aan modezaken. 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
Posttijd: Jun-09-2024