1. EUnited States
Ukukhula kwintengiso yempahla kunye nokwehla okuncinci kwempahla yasekhaya
Idatha yakutshanje evela kwiSebe lezeMisebenzi yase-US ibonisa ukuba i-Index Price Index (CPI) ngo-Ephreli yanda ngo-3.4% ngonyaka kunye ne-0.3% ngenyanga ngenyanga;I-CPI engundoqo iye yehla yaya kutsho kwi-3.6% unyaka nonyaka, ifikelele kwelona nqanaba lisezantsi ukusukela ngo-Epreli ka-2021, ngokuthomalalisa okuncinci koxinzelelo lokunyuka kwamaxabiso.
Iintengiso ezithengiswayo eUnited States zahlala zizinzile inyanga nenyanga kwaye zanda nge-3% ngonyaka ngo-Ephreli.Ngokukodwa, ukuthengiswa kweentengiso eziphambili kwehle nge-0.3% ngenyanga ngenyanga.Kwiindidi ezili-13, iindidi ezisi-7 zifumene ukuhla kweentengiso, kunye nabathengisi be-intanethi, iimpahla zemidlalo, kunye nabanikezeli bempahla yokuzonwabisa abafumana ukuhla okuphawulekayo.
Le datha yokuthengisa ibonisa ukuba imfuno yabathengi, eye yaxhasa uqoqosho, iyancipha.Nangona urhwebo lwezabasebenzi luhlala luqinile kwaye lubonelela abathengi ngamandla awoneleyo enkcitho, amaxabiso aphezulu kunye nenzala inokucinezela ngakumbi iimali zekhaya kwaye ithintele ukuthengwa kwezinto ezingabalulekanga.
Iivenkile zempahla kunye nempahla: Intengiso yokuthengisa ngo-Epreli ifikelele kwi-25.85 yeebhiliyoni zeedola zase-US, ukunyuka kwe-1.6% ngenyanga ngenyanga kunye ne-2.7% xa kuthelekiswa nexesha elifanayo kunyaka odlulileyo.
Ifenitshala kunye neFanitshala yeMpahla yaseKhaya: Iintengiso ezithengiswayo ngo-Epreli zifikelele kwi-10.67 yeebhiliyoni zeedola zaseMelika, ukuncipha kwe-0.5% ngenyanga kunye ne-8.4% xa kuthelekiswa nexesha elifanayo kunyaka ophelileyo.
Iivenkile ezibanzi (kubandakanywa iivenkile ezinkulu kunye neevenkile zesebe): Ukuthengiswa kweentengiso ngo-Epreli kwakuyi-$ 75.87 yezigidigidi, ukuncipha kwe-0.3% ukusuka kwinyanga edlulileyo kunye nokunyuka kwe-3.7% ukusuka kwixesha elifanayo kunyaka ophelileyo.Ukuthengiswa kweevenkile zesebe kufikelele kwi-10.97 yeebhiliyoni zeedola zaseMelika, ukunyuka kwe-0.5% ngenyanga ngenyanga kunye nokuhla kwe-1.2% ngonyaka.
Abathengisi abangekho ngokomzimba: Iintengiso zentengiso ngo-Epreli zaziyi-119.33 yeebhiliyoni zeedola, ukuhla kwe-1.2% ngenyanga ngenyanga kunye nokunyuka kwe-7.5% xa kuthelekiswa nexesha elifanayo kunyaka odlulileyo.
Ukukhula komlinganiselo wokuthengiswa kwempahla yendlu, ukuzinza kwempahla
Ngo-Matshi, umlinganiselo we-inventory / ukuthengiswa kwempahla kunye neevenkile zempahla e-United States yayingu-2.29, ukunyuka okuncinci kwe-0.9% xa kuthelekiswa nenyanga edlulileyo;Umlinganiselo wempahla/intengiso yefenitshala, impahla yasekhaya, kunye neevenkile ze-elektroniki zaziyi-1.66, ukwanda nge-2.5% xa kuthelekiswa nenyanga edlulileyo.
2. EU
I-Macro: Ingxelo ye-2024 ye-Spring Economic Outlook yeKomishoni yaseYurophu ikholelwa ukuba ukususela ekuqaleni kwalo nyaka, ukukhula koqoqosho lwe-EU kusebenze ngcono kunokuba bekulindelwe, amanqanaba okunyuka kwamaxabiso alawulwa, kwaye ukwanda kwezoqoqosho sele kuqalile ukumila.Ingxelo iqikelela ukuba uqoqosho lwe-EU luya kukhula nge-1% kunye ne-1.6% ngokulandelanayo kwi-2024 kunye ne-2025, kwaye uqoqosho lwe-Eurozone luya kukhula nge-0.8% kunye ne-1.4% ngokulandelanayo kwi-2024 kunye ne-2025. Ngokutsho kwedatha yokuqala evela kwi-Eurostat, i-Consumer Price. I-Index (CPI) kwi-Eurozone inyuke nge-2.4% ngonyaka-ngonyaka ngo-Ephreli, ukwehla okukhulu ukusuka ngaphambili.
Ukuthengisa: Ngokutsho koqikelelo lwe-Eurostat, umthamo wokuthengisa we-Eurozone unyuke nge-0.8% ngenyanga ngenyanga kaMatshi ka-2024, ngelixa i-EU ikhule nge-1.2%.Xa kuthelekiswa nexesha elifanayo kunyaka odlulileyo, i-index yentengiso yokuthengisa inyuke nge-0.7%, ngelixa i-EU yanda nge-2.0%.
3. EJapan
IMacro: Ngokwengeniso yendlu kaMatshi kunye novavanyo lwenkcitho olukhutshwe kutshanje nguMphathiswa weMicimbi Jikelele, umndilili wenkcitho yenyanga kumakhaya anabantu ababini okanye ngaphezulu ngo-2023 (Epreli 2023 ukuya kuMatshi 2024) yayiyi-294116 yen (malunga ne-RMB 14000) , ukuhla nge-3.2% xa kuthelekiswa nonyaka odlulileyo, okuphawula ukuhla kokuqala kwiminyaka emithathu.Esona sizathu kukuba amaxabiso sele enyuka ixesha elide, kwaye abathengi babambelele kwizipaji zabo.
Ukuthengisa: Ngokwedatha ehlengahlengisiweyo evela kwiSebe lezoQoqosho laseJapan, uRhwebo kunye neShishini, ukuthengiswa kweentengiso eJapan kunyuke nge-1.2% ngonyaka ngo-Matshi.Ukusukela ngoJanuwari ukuya kuMatshi, intengiso eyongezelelekileyo yeempahla ezilukiweyo kunye nempahla eJapan ifikelele kwi-yen ye-1.94 yetriliyoni, ukwehla konyaka-ngonyaka nge-5.2%.
4. UK
Mkhulu: Kutshanje, imibutho yamazwe ngamazwe ithobile ulindelo lokukhula koqoqosho lwexesha elizayo e-UK.Ingqikelelo yokukhula kwe-OECD kuqoqosho lwase-UK kulo nyaka ithotyiwe ukusuka kwi-0.7% ngoFebruwari ukuya kwi-0.4%, kwaye ingqikelelo yokukhula kwayo ngo-2025 ithotyiwe ukusuka kwi-1.2% yangaphambili ukuya kwi-1.0%.Ngaphambili, i-International Monetary Fund nayo yehlisa ukulindela kwayo kuqoqosho lwase-UK, ichaza ukuba i-GDP yase-UK iya kukhula kuphela nge-0.5% ngo-2024, ngaphantsi kwe-forecast kaJanuwari ye-0.6%.
Ngokutsho kwedatha evela kwi-Bureau of Statistics yase-UK, njengoko amaxabiso amandla ehla ngakumbi, ukukhula kwe-CPI yase-UK ngo-Epreli kwehle ukusuka kwi-3.2% ngo-Matshi ukuya kwi-2.3%, eyona ndawo iphantsi phantse kwiminyaka emithathu.
Ukuthengisa: Ngokwedatha evela kwi-Ofisi ye-UK ye-Statistics yeSizwe, ukuthengiswa kweentengiso e-UK kwehle nge-2.3% ngenyanga ngenyanga ka-Apreli, okuphawula ukusebenza okubi kakhulu ukususela ngoDisemba wonyaka odlulileyo, kunye nokunciphisa unyaka-ngonyaka we-2.7%.Ngenxa yemozulu efumileyo, abathengi bayathandabuza ukuthenga ezitalatweni zorhwebo, kunye neentengiso zentengiso yeemveliso ezininzi ezibandakanya iimpahla, izixhobo zemidlalo, amathoyizi, njl.Ukusukela ngoJanuwari ukuya ku-Epreli, intengiso eyongezelelekileyo yokuthengisa impahla, impahla, kunye nezihlangu e-UK yafikelela kwi-17.83 yeebhiliyoni zeeponti, ukuhla konyaka nonyaka nge-3%.
5. EOstreliya
Ukuthengisa: I-Australian Bureau of Statistics ibike ukuba, ukulungiswa kwezinto zonyaka, ukuthengiswa kwelizwe ngo-Ephreli kwanda malunga ne-1.3% ngonyaka kwaye malunga ne-0.1% ngenyanga ngenyanga, ukufikelela kwi-AUD 35.714 billion (malunga ne-RMB 172.584 billion).Ukujonga amashishini ahlukeneyo, ukuthengisa kwicandelo lokuthengisa impahla yasekhaya yase-Australia kwanda ngo-0.7% ngo-Ephreli;Ukuthengiswa kwempahla, izihlangu, kunye nezixhobo zobuqu kwicandelo lokuthengisa zehle nge-0.7% ngenyanga;Iintengiso kwicandelo leevenkile zesebe zinyuke nge-0.1% ngenyanga ngenyanga.Ukususela ngoJanuwari ukuya ku-Epreli, ukuthengiswa kweentengiso zempahla, iimpahla kunye nezihlangu ziye zafikelela kwi-AUD ye-11.9 yeebhiliyoni, ukuhla okuncinci kwe-0.1% unyaka nonyaka.
UMlawuli weeNkcazo zoRhwebo kwi-Bureau ye-Statistics yase-Australia yathi inkcitho yokuthengisa e-Australia iqhubekile ibuthathaka, kunye nokuthengisa kwanda kancinci ngo-Epreli, kodwa akwanelanga ukugubungela ukuhla ngo-Matshi.Ngapha koko, ukusukela ekuqaleni kuka-2024, iintengiso zaseOstreliya ziye zahlala zizinzile ngenxa yokulumka kwabathengi kunye nokunciphisa inkcitho enokuvela.
6. Ukusebenza kweshishini lokuthengisa
Iintaka zonke
I-Allbirds ibhengeze iziphumo zayo zekota yokuqala ukusukela nge-31 kaMatshi ka-2024, kunye nengeniso eyehla nge-28% ukuya kwi-39.3 yezigidi zeedola, ilahleko ye-27.3 yezigidi zeerandi, kunye nengeniso yengeniso eyonyuka ngamanqaku angama-680 ukuya kuma-46.9%.Inkampani ilindele ukuba intengiso iyancipha ngakumbi kulo nyaka, kunye nokuhla kwe-25% kwingeniso yonyaka opheleleyo we-2024 ukuya kwi-190 yezigidi zeedola.
Columbia
I-American brand yangaphandle yase-Columbia ibhengeze iziphumo zayo ze-Q1 2024 ukususela ngo-Matshi 31, kunye neentengiso eziwela kwi-6% ukuya kwi-770 yezigidi zeedola, inzuzo enenzuzo ewela kwi-8% ukuya kwi-$ 42.39 yezigidi, kunye ne-gross profit margin kwi-50.6%.Ngokophawu, ukuthengiswa kweColumbia kwehle nge-6% ukuya malunga ne-660 yezigidi zeedola.Inkampani ilindele ukwehla kwe-4% kwintengiso kunyaka opheleleyo we-2024 ukuya kwi-3.35 yeebhiliyoni zeedola.
Lululemon
Ingeniso yeLululemon yonyaka-mali we-2023 inyuke nge-19% ukuya kwi-9.6 yeebhiliyoni zeedola, inzuzo eseleyo yanda nge-81.4% ukuya kwi-1.55 yeebhiliyoni zeedola, kunye ne-gross profit margin yayingu-58.3%.Inkampani yathi ingeniso kunye nenzuzo yayo iphantsi kunokuba bekulindelwe, ngenxa yobuthathaka bemfuno yemidlalo ephezulu kunye neemveliso zokuzonwabisa eMntla Melika.Inkampani ilindele ingeniso ye-10.7 yeebhiliyoni zeedola ukuya kwi-10.8 yeebhiliyoni zeedola kunyaka-mali ka-2024, ngelixa abahlalutyi belindele ukuba ibe yi-10.9 yeebhiliyoni zeedola.
HanesBrands
Iqela leHanes Brands, umenzi wempahla waseMelika, ukhuphe iziphumo zayo ze-Q1 2024, kunye nokuthengiswa kwenetha okuwa kwi-17% ukuya kwi-1.16 yeebhiliyoni zeedola, inzuzo ye-52.1 yezigidigidi, ingeniso yengeniso ye-39.9%, kunye ne-inventory phantsi kwe-28%.Ngesebe, intengiso kwisebe lempahla yangaphantsi yehle nge-8.4% ukuya kwi-506 yezigidi zeedola, isebe lempahla yezemidlalo lehla nge-30.9% ukuya kwi-218 yezigidi zeedola, isebe lamazwe ngamazwe lehle nge-12.3% ukuya kwi-406 yezigidi zeedola, kwaye amanye amasebe ehla nge-56.3% ukuya kwi-25.57 yezigidi zeedola.
Iimveliso zeKontool
Inkampani engumzali ka-Lee i-Kontool Brands ibhengeze iziphumo zayo zekota yokuqala, kunye neentengiso eziwela kwi-5% ukuya kwi-631 yezigidi zeedola, ikakhulu ngenxa yamanyathelo olawulo lwe-inventri ngabathengisi base-US, ukunciphisa ukuthengiswa kweemveliso zonyaka, kunye nokwehla kwentengiso yemarike yamazwe ngamazwe.Ngemarike, ukuthengiswa kwimarike yase-US kwehle nge-5% ukuya kwi-492 yezigidi zeedola, ngelixa kwimarike yamazwe ngamazwe, yehla nge-7% ukuya kwi-139 yezigidi zeedola.Ngophawu, ukuthengiswa kukaWrangler kwehle nge-3% ukuya kwi-409 yezigidi zeedola, ngelixa u-Lee wehla nge-9% ukuya kwi-219 yezigidi zeedola.
UMacy's
Ukususela ngoMeyi 4, 2024, iziphumo ze-Macy ze-Q1 zibonise ukuhla kwe-2.7% kwiintengiso ukuya kwi-4.8 yeebhiliyoni zeedola, inzuzo ye-62 yezigidigidi, i-80 isiseko sokuncipha kwi-gross profit margin ukuya kwi-39.2%, kunye ne-1.7% yokwanda kwe-inventory yempahla.Ngeli xesha, inkampani yavula i-31000 square foot foot encinci ivenkile yesebe leMacy eLaurel Hill, eNew Jersey, kwaye iceba ukuvula i-11 ukuya kwi-24 yeevenkile ezintsha kulo nyaka.I-Macy's kulindeleke ukuba ivelise ingeniso ye-4.97 yeebhiliyoni zeedola ukuya kwi-5.1 yeebhiliyoni zeedola kwikota yesibini.
Puma
I-brand yezemidlalo yaseJamani i-Puma ikhuphe iziphumo zayo zekota yokuqala, kunye neentengiso eziwela kwi-3.9% ukuya kwi-2.1 yeebhiliyoni zee-euro kunye neenzuzo eziwela kwi-1.8% ukuya kwi-900 yezigidi ze-euro.Ngokwemarike, ingeniso kwiimarike zaseYurophu, kuMbindi Mpuma, kunye ne-Afrika yehle nge-3.2%, imarike yaseMelika yehle nge-4.6%, kwaye imakethi yaseAsia Pacific yehle nge-4.1%.Ngokodidi, ukuthengiswa kwezihlangu kunyuke nge-3.1% ukuya kwi-1.18 yeebhiliyoni zee-euro, iimpahla zehle nge-2.4% ukuya kwi-608 yezigidi zee-euro, kunye nezixhobo zehle nge-3.2% ukuya kwi-313 yezigidi ze-euro.
URalph Lauren
U-Ralph Lauren ubhengeze iziphumo zonyaka-mali kunye nekota yesine yaphela ngoMatshi 30, 2024. Ingeniso inyuke nge-2.9% ukuya kwi-6.631 yeebhiliyoni zeedola, inzuzo eyongezelelekileyo inyuke nge-23.52% ukuya kwi-646 yezigidi zeedola, inzuzo enkulu inyuke nge-6.4% ukuya kwi-4.431 yeebhiliyoni zeerandi, kunye nengeniso epheleleyo. umyinge wonyuke ngamanqaku asisiseko ali-190 ukuya kuma-66.8%.Kwikota yesine, ingeniso inyuke nge-2% ukuya kwi-1.6 yeebhiliyoni zeedola, kunye nengeniso ye-90.7 yezigidi zeedola, xa kuthelekiswa ne-32.3 yezigidi zeedola ngexesha elifanayo kunyaka ophelileyo.
TJX
Umthengisi wesaphulelo wase-US u-TJX ubhengeze iziphumo ze-Q1 ukususela ngo-Meyi 4, i-2024, kunye neentengiso eziye zanda nge-6% ukuya kwi-12.48 yeebhiliyoni zeedola, inzuzo ifikelela kwi-1.1 yeebhiliyoni zeedola, kunye ne-gross profit margin yanda ngeepesenti ze-1.1 ukuya kwi-30%.Ngesebe, isebe le-Marmaxx elijongene nokuthengisa iimpahla kunye nezinye iimveliso zabona ukunyuka kwe-5% kwiintengiso ukuya kwi-7.75 yeebhiliyoni zeedola, iSebe le-Home Furnishings libone ukunyuka kwe-6% ukuya kwi-2.079 yeebhiliyoni zeedola, isebe le-TJX Canada libone ukunyuka kwe-7% ukuya kwi-1.113 yeebhiliyoni zeedola. kunye nesebe le-TJX International libone ukunyuka kwe-9% ukuya kwi-1.537 yeebhiliyoni zeedola.
Ngaphantsi kweSikrweqe
I-brand yezemidlalo yaseMelika i-Andemar ibhengeze iziphumo zayo zonyaka opheleleyo zonyaka-mali ophele nge-31 kaMatshi ka-2024, kunye nengeniso ye-3% ukuya kwi-5.7 yeebhiliyoni zeedola kunye nenzuzo ye-232 yezigidi zeedola.Ngokodidi, ingeniso yempahla yonyaka yehle nge-2% ukuya kwi-3.8 yeebhiliyoni zeedola, izihlangu nge-5% ukuya kwi-1.4 yeebhiliyoni zeedola, kunye nezixhobo nge-1% ukuya kwi-406 yezigidi zeedola.Ukuze kuqiniswe ukusebenza kakuhle kwenkampani kunye nokubuyisela ukukhula komsebenzi, u-Andema ubhengeze ukudilizwa kunye nokunciphisa izivumelwano zentengiso zenkampani yesithathu.Kwixesha elizayo, iya kunciphisa imisebenzi yokukhangisa kwaye igxininise uphuhliso lwenkampani kwishishini layo eliphambili lempahla yamadoda.
Walmart
I-Wal Mart ibhengeze iziphumo zekota yokuqala nge-30 ka-Epreli 2024. Ingeniso yayo inyuke nge-6% ukuya kwi-161,5 yeebhiliyoni zeedola, inzuzo yayo yokusebenza ehlengahlengisiweyo inyuke nge-13.7% ukuya kwi-7,1 yeebhiliyoni zeerandi, umda wayo omkhulu unyuke ngamanqaku angama-42 ukuya kwi-24.1%, kunye ne-inventri yayo yehlabathi yehle nge-7%.IWal Mart yomeleza ishishini layo kwi-intanethi kwaye inika ingqwalasela engakumbi kwishishini lefashoni.Kunyaka ophelileyo, intengiso yefashoni yenkampani e-United States ifikelele kwi-29.5 yeebhiliyoni zeedola, kwaye intengiso ye-Intanethi yehlabathi yadlula i-100 yeebhiliyoni zeedola okokuqala, ifumana ukukhula kwe-21% kwikota yokuqala.
Zalando
Isigebenga se-e-commerce yaseYurophu iZalando ibhengeze iziphumo zayo ze-Q1 2024, ngengeniso ewela kwi-0.6% ukuya kwi-2.24 yeebhiliyoni zee-euro kunye nenzuzo yerhafu yangaphambili efikelela kwi-700000 ye-euro.Ukongeza, i-GMV iyonke yentengiselwano yemveliso yenkampani ngeli xesha inyuke nge-1.3% ukuya kwi-3.27 yezigidigidi zee-euro, ngelixa inani labasebenzisi abasebenzayo lehla nge-3.3% ukuya kwi-49,5 yezigidi zabantu.I-Zalando2023 ibone ukuhla kwe-1.9% kwingeniso ukuya kwi-10.1 yeebhiliyoni zee-euro, ukunyuka kwe-89% kwingeniso yerhafu yangaphambili ukuya kwi-350 yezigidi ze-euro, kunye nokuncipha kwe-1.1% kwi-GMV ukuya kwi-14,6 yeebhiliyoni ze-euro.
Ixesha lokuposa: Jun-09-2024