iphepha_banner

Iindaba

Intengiso yokuthengisa impahla yokunxiba kunye nekhaya eUnited States, eYurophu, eJapan, e-Australia ukusuka ngo-Matshi ukuya ngo-Epreli 2024

1. I-United States
Ukukhula kwimpahla yempahla yokuthengisa kunye nokwehla kancinci kwimpahla yasekhaya
Idatha yamva nje evela kwiSebe lezaBasebenzi ibonisa ukuba i-Inder yexabiso labathengi (i-CPI) ngo-Epreli onyuke ngo-3.4% ngonyaka kunye ne-0.3 inyanga ngenyanga; I-CPI ye-CPI yawa kwi-3.6% ngonyaka-unyaka wonke, ifikelela elona nqaku liphantsi layo ukusukela ngo-Epreli 2021, kunye nokungaphantsi koxinzelelo lokunyuka kwamaxesha amaninzi.

Le datha yokuthengisa ibonisa ukuba iimfuno zabathengi, eziye zaxhasa uqoqosho, ziyabuthathaka. Nangona imakethi yabasebenzi ihlala inamandla kwaye ibonelela abathengi ngamandla aneleyo asekuchitheni, amaxabiso aphezulu kunye nenqanaba lenzala linokuqhubeka nemali yendlu kwaye inciphise ukuthengwa kwezinto ezingezonto.

Ifanitshala kunye nempahla yasekhaya: Intengiso yasekhaya ngo-Epreli ifikelele kwi-10.67 bhiliyoni yeedola zaseMelika, ukwehla kwenyanga eyi-0.5% ngenyanga kunye ne-8.4% xa kuthelekiswa nexesha elifanayo kunyaka ophelileyo.
Ivenkile ezibanzi (kubandakanya iivenkile ezinkulu kunye neevenkile zesebe): Intengiso yeSebe ngo-Epreli yayizigidi ezingama-75 ezigidi, ukuncipha kwe-0.3% ukusuka kwithuba elidlulileyo. Intengiso yokuthengiswa kweevenkile zeSebe ifikelele kwi-10.97 bhiliyoni yeedola zaseMelika, ukunyuka kwenyanga eyi-0.5% ngenyanga kunye nokwehla kwe-1.2% ngonyaka.
Abathengisi abangasebenzi bomzimba: Intengiso yeRetail ngo-Epreli yayiyi- $ 119.33 yezigidigidi, ukuncipha kwenyanga eyi-1.2% ngenyanga kunye nokunyuka kwe-7.5% ngokuthelekiswa nexesha elifanayo kunyaka ophelileyo.
Indawo yokukhula kwemveliso yeNtengiso, ukuzinza kwempahla
Ngo-Matshi, uluhlu lwe-inventri / umyinge wentengiso weempahla zempahla kunye nezambatho kwi-United States yayingu-2.29, ukunyuka okuncinci kwe-0.9% xa kuthelekiswa nenyanga ephelileyo; Uluhlu lweempahla / umyinge wentengiso, izixhobo zekhaya, kunye neevenkile ze-elektroniki yayingu-1.66, ukunyuka kwe-2,5% xa kuthelekiswa nenyanga ephelileyo.

2. I-EU
I-Macro: INgxelo yoQeqsho ye-2024 yoQeqsho yeNtsika ye-Europe yeKhomishini yaseYurophu ikholelwa ukuba ukuqala kwalo nyaka, ukukhula koqoqosho lwe-EU kulawulwa ngcono kunokuba bekulindelwe, kwaye ukwandiswa kwexabiso kuya kuqala. Ingxelo iqikelela ukuba uqoqosho lwe-EU luya kukhula nge-1% kunye ne-1.6% ngokwahlukeneyo kwi-Eurostat, i-Euronone yexabiso le-Eurostat, kwi-202% ngonyaka.
Intengiso: Ngokweengqikelelo ze-Eurostat, ivor yentengiso ye-Eurozone inyuke nge-0.8% inyanga ngenyanga ngoMatshi 2024, ngelixa i-EU ikhulele nge-1.2%. Xa kuthelekiswa nexesha elifanayo kunyaka ophelileyo, isalathiso sokuthengisa iRhawula inyuke nge-0.7%, ngelixa inyuke nge-2.0%.

I-3. Japan

Intengiso: Ngokwedatha ehlengahlengisiweyo kwiCandelo laseJapan lezoqoqosho, iRhwebo kunye neShishini, ukuthengisa kwiRetail eJapan yenyuke ngo-1.2% ngonyaka. Ukususela ngoJanuwari ukuya ku-Matshi, ukuthengisa okukhuselekileyo kwengubo kunye nempahla eJapan kwafikelela kwi-1.94 trillion yen, ukwehla kweminyaka ye-5.2%.

I-4. UK
I-MACRO: Kutshanje, imibutho yezizwe ngezizwe yehlulekile elindelelo lokukhula koqoqosho lwexesha elizayo e-UK. Imozulu yoqoqosho lwe-OECD yoqoqosho lwe-UK kulo nyaka sele ihlisiwe kwi-0.7% ngoFebruwari ukuya kwi-0.6%, kunye noqikelelo lwayo lokukhula kwe-2025 lwenziwe kwi-1.0%. Ngaphambili, ingxowa mali yemali yemali ikwabeka izinto ezilindelekileyo kuqoqosho lwase-UK, ichaza ukuba i-GDP ye-UK iya kukhula kuphela nge-0.5% ngo-2024, iphantsi kwe-0.6%.
Ngokwedatha evela kwi-I-UT Breaua ka-UK, njengoko amaxabiso e-eK akhawuleza, ukukhula kwe-CPI ka-UK ngo-Epreli ukuya kwi-2 ka-Matshi ukuya kwi-2.3%, eyona ndawo iphantsi phantse iminyaka emithathu.
Intengiso: Ngokwedatha kwi-ofisi ye-UK yeZibalo zeSizwe, ukuthengisa okuthengiswayo kwi-TE i-2,3% yenyanga ephelileyo kususela kuDisemba kunyaka ophelileyo, kuncitshisiwe kwi-2.7%. Ngenxa yemozulu enomswakama, abathengi bayathandabuza ukuthenga kwizitrato zezorhwebo, kunye nokuthengisa iimveliso zezona zibandakanya iimpahla, izixhobo zemidlalo, iithoyi, njl. Njl. Ukususela ngoJanuwari ukuya ku-Epreli, intengiso yentengiso yepeyinti, impahla, kunye nezihlangu e-UK ifikelela kwi-7.83 yezigidi zee-3%.

I-5. I-Australia
Intengiso: IZiko lase-Australia le-statistics linike ingxelo yokuba, ehlengahlengiswe kwizinto zexesha elithile, intengiso yentengiso yelizwe ngo-Epreli yonyaka, ifikelela kwi-0.1% ye-ID 352.584 yezigidigidi (malunga ne-RMM 172.584 yezigidigidi). Ukujonga amashishini ahlukeneyo, ukuthengisa kwicandelo lentengiso laseKhaya lase-Australia lenyuke nge-0.7% ngo-Epreli; Intengiso yeengubo, izihlangu, kunye nezinto zobuqu kwicandelo lokuthengisa liye lehla nge-0.7%% ngenyanga; Intengiso kwi-Ivenkile yeSebe inyuke nge-0.1% inyanga ngenyanga. Ukususela ngoJanuwari ukuya ku-Epreli, intengiso yokuthengisa impahla yokunxiba, impahla yokunxiba, kunye neebhiliyoni zezijenzi ze-Aures, ukuncipha kwe-0.1% ngonyaka.
UMlawuli we-Triverics Stristics kwi-Australia ka-Australia wachaza ukuba inkcitho yaseThengiso e-Australia iqhubekile nokuba ikhule ka-Epreli, kodwa ayonelanga ukugubungela ukwehla ngo-Matshi. Ngapha koko, ukusukela ekuqaleni kuka-2024, ukuthengisa kwentengiso ye-Australia bahlala bezinzile ngenxa yokufundela abathengi kunye nokunciphisa inkcitho.

I-6. Umsebenzi weshishini lokuthengisa

Zonke
I-Allbird ibhengeze iziphumo zayo zokuqala zekota zango-Matshi 31, 2024, ngeNgeniso ye-8% ukuya kwi-39.3 yezigidi, ilahleko ye- $ 27.3 yezigidi, kunye ne-46.9%. Inkampani ilindele ukuthengisa ukuba ukwehla kwakhona kulo nyaka, ngokuhla nge-25% kwingeniso yonke i-2024 ukuya kwi-190 yeedola.

I-Columbia
I-American Outdor Brand Columbia ibhengeze i-Q1 2024 iziphumo zayo ezingama-31, ngentengiso eyi-6% ukuya kwi-7% yezigidi, inzuzo ye-GORG kwi-50,3% yenzuzo kwi-50.6%. Ngu-Brand, intengiso kaColumbia yawela i-6% ukuya kuthi ga kwi-660 yeedola. The company expects a 4% decrease in sales for the full year of 2024 to $3.35 billion.

I-Lululemon
Ingeniso kaLuluplemon yonyaka wezemali 2023 inyuke nge-19% ukuya kwi-9,6 yezigidigidi, inzuzo yenzuzo inyuke nge-81.4 yeebhiliyoni kwi-18.3%. 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. The company expects revenue of $10.7 billion to $10.8 billion for the fiscal year 2024, while analysts expect it to be $10.9 billion.

Hanesbrands
I-Hanes Brands Iqela, umenzi weempahla waseMelika, ekhupha iziphumo zayo ze-Q1 2024, ngentengiso ye-17,3 yeebhiliyoni, inzuzo ye- $ 1.9.1, ingeniso ye-3,9%, kunye ne-inventri ye-3%. Ngokwesebe, ukuthengisa kwisebe le-lingerie liye lehlile nge-8.4% ukuya kwi-506 lezigidi, iSebe lezeMidlalo le-88 ukuya kwi-58 yeedola, kwaye amanye amasebe athathwe yi-56.3% kwi-25.3 yeedola ukuya kuthi ga kwi-25.3 yeedola.

Iimpawu ze-kontool
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. Ngeentengiso, ukuthengisa kwimarike yaseMelika yehle nge-5% ukuya kwi-4 yeedola ezizigidi ezingama-492, ngelixa kwimakethi yamanye amazwe, bahla nge-7% yezigidi ezili-139 ezigidi. Ngophawu lwe-Brand, intengiso yomthengisi iwele i-3% ukuya kwi-409 yezigidi, ngelixa i-lee yawa 9% ukuya kwi-50 yezigidi zeedola.

I-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. I-Macy kulindeleke ukuba ivelise ingeniso ye- $ 4.97 yezigidigidi ukuya kwi-5.1 yezigidigidi kwikota yesibini.

Ipuma

I-ralph uren
URalph Lauren wabhengeza iziphumo zonyaka wezemali kunye nekota yesine ephela nge-35,52 yeebhiliyoni eziya kuthi ga kwi-4,9% yeebhiliyoni ze- $ 6.431 ukuya kwi-4,4% yeedola, kunye nenzuzo yenzuzo engama-190.8%. Kwikota yesine, ingeniso inyuke nge-2% ukuya kwi-1.6 yezigidigidi, enenzuzo ye-90.7 yezigidi, ethelekiswa nezigidi ezingama-32.3 yezigidi kunyaka ophelileyo.

Tjx
I-US Adsunt Presailer TJX ibhengeze i-Q1 ivakalise iziphumo ze-18, 2024, ngentengiso eyandiswa nge-6% yeebhiliyoni, ingeniso efikelela kwi-1.1 yeepesenti ezahlulela ngama-1.1 eepesenti anyuke ngeepesenti ezingama-1.1. ISebe, isebe laseMarmaxx elinoxanduva lokuthengisa iimpahla kunye nezinye iimveliso zanda kwi-5% ye-Gillion, isebe lasekhaya labona i-7% yeSebe leMfundo laziibhiliyoni ezingama-9,537 kwi-9% yeebhiliyoni.

Ngaphantsi kweArmor
I-American Sport Amenar iBheteli yabhengeza yonke imiphumo yemali ephele nge-31 ka-2024, ngengeniso eyi-3% ye- $ 232 yezigidi. Ngodidi, ingeniso yempahla yonyaka inciphile nge-2% ukuya kwi-3.8 yezigidigidi, izihlangu nge-5% ukuya kwi-1% ukuya kwi-1% yezigidi zeedola, ukuya kwi-1% yezigidi zeedola. Ukwenzela ukomeleza ukusebenza ngempumelelo kwenkampani kwaye ubuyisele ukukhula kwendlela, i-Ayema ibhengezelwe i-Layoffs kwaye inciphise izivumelwano zokuthengisa zomntu wesithathu. Kwixa elizayo, kuya kunciphisa imisebenzi yentengiso kwaye kugxilwe kuphuhliso lwenkampani kwishishini lalo lamadoda aphambili.

I-walmart
I-Watrt yazisa iziphumo zekota yokuqala ukusukela ngo-Epreli 30, 2024. Wal Mart is strengthening its online business and paying more attention to fashion business. Kunyaka ophelileyo, ukuthengisa kwemfazwe yenkampani e-United States kwafikelela kwi- $ 29.5 yezigidigidi, kunye nokuthengisa kwi-intanethi kwi-intanethi kwi-100 yeebhiliyoni okokuqala, okufezekisa ukukhula kwe-21% kwikota yokuqala.

Zalando
I-European ye-European ye-European ye-European zabhengeza i-Q1 2024 iziphumo, ngengeniso iwele kwi-2.2% ukuya kwi-2.2% ye-Euls efikelela kwi-700000 ye-iuros efikelela kwi-700000 ye-euros efikelela kwi-700000 ye-euros efikelela kwi-700000 ye-euros. Ukongeza, i-GMV iyonke yeTrasti yoThengiso lweNkampani ngexesha lexesha le-1.3% ukuya kwi-3.2% yeebhiliyoni ze-3.27 yezigidigidi, ngelixa inani labasebenzisi abasebenzayo lihla abantu abangama-3.3,5 ukuya kwi-49.5 yezigidi zabantu. I-Zalamuo2023 yabona i-1.9% yokuhla kwengeniso ukuya kwi-10.1 yeebhiliyoni ze-89% kwinzuzo yerhafu yangaphambi kwezigidi ezingama-350, kunye ne-1.1% ye-GMV ukuya kwi-14,6 yezigidi zeerandi.


IXESHA LOKUQALA: IJuni-09-2024