I-Index yeXabiso loMthengi (CPI) inyuke nge-3.1% ngonyaka kunye ne-0.1% inyanga ngenyanga ngoNovemba;I-CPI engundoqo inyuke nge-4.0% unyaka nonyaka kunye ne-0.3% ngenyanga ngenyanga.I-Fitch Ratings ilindele ukuba i-CPI yase-US ibuyele kwi-3.3% ekupheleni kwalo nyaka kwaye iqhubele phambili kwi-2.6% ekupheleni kuka-2024. kwikota yesithathu, kwaye ikuyekisile ukunyuka kwenzala amaxesha amathathu alandelelanayo ukusukela ngoSeptemba.
Ngokutsho kwedatha evela kwiSebe lezoRhwebo lase-US, ngenxa yempembelelo kaNovemba woMbulelo kunye nomthendeleko wokuthenga we-Black Friday, izinga lokukhula kwe-US yokuthengisa ngoNovemba yatshintsha ukusuka kwi-negative ukuya kwi-positive, kunye nenyanga ngenyanga yokwanda kwe-0.3% kunye nonyaka- ukunyuka konyaka nge-4.1%, ikakhulu kuqhutywa kukuthengisa kwi-intanethi, ukuzonwabisa, kunye nokutya.Oku kwakhona kubonisa ukuba nangona kukho iimpawu zokuphola kwezoqoqosho, imfuno yabathengi base-US ihlala iqinile.
Iivenkile zempahla kunye nempahla: Ukuthengiswa kweentengiso ngoNovemba kufikelele kwi-26.12 yeebhiliyoni zeedola zase-US, ukunyuka kwe-0.6% ngenyanga ngenyanga kunye ne-1.3% xa kuthelekiswa nexesha elifanayo kunyaka odlulileyo.
Ifenitshala kunye neFanitshala yeMpahla yaseKhaya: Ukuthengiswa kweevenkile ngoNovemba bekuyi-10.74 yeebhiliyoni zeedola zaseMelika, inyanga ngenyanga ukunyuka kwe-0.9%, ukuncipha kwe-7.3% xa kuthelekiswa nexesha elifanayo kulo nyaka uphelileyo, kunye nokuhla kwepesenti ye-4.5 yeepesenti xa kuthelekiswa nangaphambili. inyanga.
Iivenkile ezibanzi (kubandakanywa iivenkile ezinkulu kunye neevenkile zesebe): Ukuthengiswa kweentengiso ngoNovemba kwakuyi-$ 72.91 yezigidigidi, ukuncipha kwe-0.2% ukusuka kwinyanga edlulileyo kunye nokunyuka kwe-1.1% ukusuka kwixesha elifanayo kunyaka odlulileyo.Phakathi kwabo, ukuthengiswa kweevenkile zesebe kwakuyi-10.53 yeebhiliyoni zeedola zaseMelika, ukuhla kwe-2.5% ngenyanga ngenyanga kunye ne-5.2% ngonyaka.
Abathengisi abangekho ngokomzimba: Ukuthengiswa kweentengiso ngoNovemba kwakuyi-118.55 yeebhiliyoni zeedola zase-US, ukunyuka kwe-1% ngenyanga ngenyanga kunye ne-10.6% xa kuthelekiswa nexesha elifanayo kunyaka odlulileyo, kunye nezinga lokukhula okwandisiweyo.
02 Umlinganiselo wokuthengiswa kwe-Inventory uthande ukuzinza
Ngo-Oktobha, umlinganiselo we-inventory / ukuthengiswa kwempahla kunye neevenkile zempahla e-United States yayiyi-2.39, ingatshintshi kwinyanga edlulileyo;Umlinganiselo wempahla/intengiso yefenitshala, impahla yasekhaya, kunye neevenkile ze-electronics yayiyi-1.56, ingatshintshwanga kwinyanga edlulileyo.
03 ukwehla kokungenisa elizweni kuncitshisiwe, isabelo saseTshayina sayeka ukuwa
Impahla kunye neMpahla: Ukususela ngoJanuwari ukuya ku-Oktobha, i-United States ithenge impahla kunye nempahla exabisa i-104.21 yeebhiliyoni zeedola, ukwehla konyaka-ngonyaka kwe-23%, ukunciphisa kancinci ukuhla ngepesenti ze-0.5 xa kuthelekiswa noSeptemba odlulileyo.
Izinto ezithunyelwa ngaphandle ezivela eChina zifikelele kwi-26.85 yeebhiliyoni zeedola zaseMelika, ukuncipha kwe-27.6%;Umlinganiselo we-25.8%, ukwehla konyaka-ngonyaka weepesenti ze-1.6 zeepesenti, kunye nokunyuka okuncinci kweepesenti ze-0.3 zeepesenti xa kuthelekiswa noSeptemba odlulileyo.
Ukuthengwa kwempahla evela eVietnam kwafikelela kwi-13.8 yeebhiliyoni zeedola zaseMelika, ukuncipha kwe-24.9%;Umlinganiselo we-13.2%, ukuncipha kwepesenti ye-0.4 yeepesenti.
Izinto ezithunyelwa ngaphandle ezivela eIndiya zifikelele kwi-8.7 yeebhiliyoni zeedola zaseMelika, ukuncipha kwe-20.8%;Umlinganiselo yi-8.1%, ukwanda kwepesenti ye-0.5.
Iimpahla: Ukususela ngoJanuwari ukuya ku-Oktobha, i-United States ithenga iimpahla ezingaphandle ezixabisa i-29.14 yeebhiliyoni zeedola zaseMelika, ukwehla konyaka-ngonyaka kwe-20.6%, ukunciphisa ukuhla ngepesenti ze-1.8 xa kuthelekiswa noSeptemba odlulileyo.
Ukuthengwa kwempahla evela e-China kuye kwafikelela kwi-10.87 yeebhiliyoni zeedola zaseMelika, ukuncipha kwe-26.5%;Umlinganiselo ngama-37.3%, ukwehla ngepesenti ezi-3 ngonyaka.
Izinto ezithunyelwa ngaphandle ezivela eIndiya zifikelele kwi-4.61 yeebhiliyoni zeedola zaseMelika, ukuncipha kwe-20.9%;Umlinganiselo we-15.8%, ukwehla kwepesenti ye-0.1 yeepesenti.
Ukuthenga kumazwe angaphandle i-2.2 yeebhiliyoni zeedola zaseMelika eMexico, ukunyuka nge-2.4%;Umlinganiselo yi-7.6%, ukwanda kwepesenti ye-1.7.
Impahla: Ukususela ngoJanuwari ukuya ku-Oktobha, i-US ithengisa iimpahla ezixabisa i-$ 77.22 yezigidigidi, ukuhla konyaka-ngonyaka we-23.8%, ukunciphisa ukuhla kweepesenti ze-0.2 xa kuthelekiswa noSeptemba odlulileyo.
Izinto ezithunyelwa ngaphandle ezivela eChina zifikelele kwi-17.72 yeebhiliyoni zeedola zaseMelika, ukuncipha kwe-27.6%;Umlinganiselo ngama-22.9%, ukwehla ngepesenti eyi-1.2 unyaka nonyaka.
Ukuthengwa kwempahla evela eVietnam kwafikelela kwi-12.99 yeebhiliyoni zeedola zaseMelika, ukuncipha kwe-24.7%;Umlinganiselo we-16.8%, ukwehla kwepesenti ye-0.2 yeepesenti.
Izinto ezithunyelwa ngaphandle ezivela e-Bangladesh zifikelele kwi-6.7 yeebhiliyoni zeedola zaseMelika, ukuncipha kwe-25.4%;Umlinganiselo we-8.7%, ukuncipha kwepesenti ye-0.2 yeepesenti.
04 iNtsebenzo yoShishino loRhwebo
I-American Eagle Outfitters
Kwiinyanga ezintathu eziphela ngo-Oktobha 28, ingeniso ye-American Eagle Outfitters inyuke nge-5% ngonyaka ukuya kwi-1.3 yeebhiliyoni zeedola.Ingeniso yengeniso ye-gross yanda ukuya kwi-41.8%, ingeniso yevenkile ebonakalayo yanda nge-3%, kwaye ishishini ledijithali linyuke nge-10%.Ngeli xesha, ishishini lempahla yangaphantsi yeqela i-Aerie yabona ukunyuka kwe-12% kwingeniso ukuya kwi-393 yezigidi zeedola, ngelixa i-American Eagle yabona ukunyuka kwe-2% kwingeniso ukuya kwi-857 yezigidi zeedola.Unyaka wonke walo nyaka, iqela lilindele ukurekhoda ukunyuka kwedijithi enye kwintengiso.
G-III
Kwikota yesithathu ephela ngo-Oktobha 31, inkampani yabazali ye-DKNY i-G-III yabona ukuhla kwe-1% kwiintengiso ukusuka kwi-1.08 yezigidigidi zezigidi ngexesha elifanayo kunyaka ophelileyo ukuya kwi-1.07 yeebhiliyoni zeedola, ngelixa inzuzo eseleyo iphantse iphindwe kabini ukusuka kwi-61,1 yezigidi ukuya kwi-127 yezigidi zeedola.Kunyaka-mali ka-2024, i-G-III kulindeleke ukuba irekhode ingeniso ye-3.15 yeebhiliyoni zeedola, ngaphantsi kwexesha elifanayo le-3.23 yeebhiliyoni zeedola.
PVH
Ingeniso ye-PVH Group kwikota yesithathu inyuke nge-4% ngonyaka ukuya kwi-2.363 yeebhiliyoni zeedola, kunye no-Tommy Hilfiger enyuka nge-4%, uCalvin Klein enyuka nge-6%, i-gross profit margin ye-56.7%, inzuzo yerhafu yangaphambili iyancipha ukuya kwi-230 yezigidi zeedola ngonyaka. -ngonyaka, kunye ne-inventory iyancipha nge-19% xa kuthelekiswa nexesha elifanayo kunyaka odlulileyo.Nangona kunjalo, ngenxa yokudakumba jikelele, iqela lilindele ukuhla kwe-3% ukuya kwi-4% kwingeniso kwikota yesine yonyaka-mali ka-2023.
AbakwaUrban Outfitters
Kwiinyanga ezintathu eziphela ngo-Oktobha 31, ukuthengiswa kwe-Urban Outfitters, umthengisi wempahla wase-US, kunyuke nge-9% ngonyaka ukuya kwi-1.28 yeebhiliyoni zeedola, kunye nenzuzo eseleyo inyuke nge-120% ukuya kwi-83 yezigidi zeedola, zombini ifikelela kwimbali ephezulu, ikakhulu ngenxa ukukhula olomeleleyo kumajelo edijithali.Ebudeni bexesha, ishishini lokuthengisa leqela likhule nge-7.3%, kunye nabantu abaKhululwa kunye ne-Anthropologie bazuze ukukhula kwe-22.5% kunye ne-13.2% ngokulandelelana, ngelixa uphawu olungaziwa lufumene ukuhla okubonakalayo kwe-14.2%.
Vince
I-Vince, iqela leengubo eziphezulu eziphezulu e-United States, yabona ukwehla konyaka-ngonyaka we-14.7% kwiintengiso kwikota yesithathu ukuya kwi-84.1 yezigidi zeedola, kunye nenzuzo ye-1 yezigidi zeedola, ukuguqula ilahleko ibe yinzuzo ngexesha elifanayo. kunyaka ophelile.Ngeshaneli, ishishini lokuthengisa lehle nge-9.4% ngonyaka ukuya kwi-49.8 yezigidi zeedola, ngelixa ukuthengiswa ngokuthe ngqo kwentengiso kwehle nge-1.2% ukuya kwi-34.2 yezigidi zeedola.
Ixesha lokuposa: Dec-27-2023