1. ʻAmelika Hui Pū ʻIa
ʻO ka ulu ʻana o nā hale kūʻai lole a me ka emi iki o nā lako hale
ʻO kaʻikepili hou loa mai ka US Department of Labor e hōʻike ana ua hoʻonui ka Consumer Price Index (CPI) iʻApelila e 3.4% makahiki a me 0.3% mahina ma ka mahina;Ua hāʻule hou ka CPI koʻikoʻi i 3.6% makahiki-ma-makahiki, a hiki i kona wahi haʻahaʻa loa mai ʻApelila 2021, me ka hoʻohaʻahaʻa ʻana o ke kaomi inflationary.
Ua kūpaʻa mau nā kūʻai kūʻai kūʻai ma ʻAmelika Hui Pū ʻIa i kēlā me kēia mahina a hoʻonui ʻia e 3% makahiki-ma-makahiki ma ʻApelila.Ma keʻano kikoʻī, ua hoʻemi ʻia nā kūʻai kūʻai koʻikoʻi e 0.3% mahina ma ka mahina.Ma loko o nā ʻano he 13, ʻike ʻia nā ʻano he 7 i ka emi ʻana o ke kūʻai aku, me nā mea kūʻai aku ma ka pūnaewele, nā mea haʻuki, a me nā mea hoʻolako mea leʻaleʻa i ʻike i ka emi nui loa.
Hōʻike kēia mau ʻikepili kūʻai aku e nāwaliwali ana ka makemake o nā mea kūʻai aku, e kākoʻo ana i ka hoʻokele waiwai.ʻOiai e ikaika mau ana ka mākeke hana a hāʻawi i nā mea kūʻai aku i ka mana hoʻolimalima lawa, hiki i nā kumu kūʻai kiʻekiʻe a me nā uku ukupanee ke hoʻopiʻi hou i ke kālā o ka hale a kaohi i ke kūʻai ʻana i nā mea pono ʻole.
Nā hale kūʻai lole a me nā lole: Ua hōʻea nā kūʻai kūʻai ma ʻApelila i 25.85 biliona kālā ʻAmelika, kahi piʻi o 1.6% mahina ma ka mahina a me 2.7% i hoʻohālikelike ʻia i ka manawa like i ka makahiki i hala.
hale kūʻai lako hale a me nā hale kūʻai: Ua hōʻea nā kūʻai kūʻai kūʻai ma ʻApelila i 10.67 biliona kālā US, he emi o 0.5% mahina ma ka mahina a me 8.4% i hoʻohālikelike ʻia i ka manawa like i ka makahiki i hala.
Nā hale kūʻai piha (me nā hale kūʻai nui a me nā hale kūʻai keʻena): ʻO ke kūʻai aku ma ʻApelila he $ 75.87 biliona, he emi o 0.3% mai ka mahina i hala a me ka piʻi ʻana o 3.7% mai ka manawa like i ka makahiki i hala.ʻO ke kūʻai kūʻai kūʻai ʻana o nā hale kūʻai ʻoihana i hōʻea i 10.97 biliona kālā ʻAmelika, kahi piʻi o 0.5% mahina ma ka mahina a me ka emi ʻana o 1.2% makahiki-ma-makahiki.
ʻO nā mea kūʻai kūʻai kino ʻole: ʻO nā kūʻai kūʻai ma ʻApelila he $ 119.33 biliona, he emi o 1.2% mahina ma ka mahina a me ka piʻi ʻana o 7.5% i hoʻohālikelike ʻia i ka manawa like i ka makahiki i hala.
ʻO ka ulu ʻana o ka lākiō kūʻai hale waihona waiwai, kūpaʻa lole
I Malaki, he 2.29 ka nui o na hale kūʻai lole a me nā mea kūʻai aku ma ʻAmelika Hui Pū ʻIa, he piʻi iki o 0.9% i hoʻohālikelike ʻia i ka mahina i hala;He 1.66 ka nui o ka waiwai kūʻai/kūʻai aku o nā lako, nā lako hale, a me nā hale kūʻai uila, he 2.5% ka hoʻonui ʻana i ka mahina i hala.
2. EU
Macro: ʻO ka 2024 Spring Economic Outlook Report o ka European Commission e manaʻoʻiʻo mai ka hoʻomaka ʻana o kēia makahiki, ua ʻoi aku ka maikaʻi o ka ulu ʻana o ka hoʻokele waiwai o ka EU ma mua o ka mea i manaʻo ʻia, ua kāohi ʻia nā pae hoʻonui, a ua hoʻomaka ka hoʻonui ʻana i ka hoʻokele waiwai.Hōʻike ka hōʻike e ulu ana ka hoʻokele waiwai o EU ma 1% a me 1.6% i kēlā me kēia ma 2024 a me 2025, a e ulu ka Eurozone e 0.8% a me 1.4% i kēlā me kēia ma 2024 a me 2025. E like me ka ʻikepili mua mai ka Eurostat, ka Consumer Price Ua hoʻonui ʻia ka Index (CPI) i ka Eurozone e 2.4% i kēlā me kēia makahiki ma ʻApelila, kahi emi nui mai ka wā ma mua.
Kūʻai Kūʻai: Wahi a Eurostat, ua hoʻonui ka nui o ke kālepa kūʻai kūʻai o ka Eurozone i ka 0.8% mahina ma ka mahina ma Malaki 2024, aʻo ka EU i ulu e 1.2%.Ke hoʻohālikelikeʻia i ka manawa like i ka makahiki i hala, ua hoʻonuiʻia ka helu kūʻai kūʻai kūʻai e 0.7%, aʻo ka EU i hoʻonui i ka 2.0%.
3. Iapana
Macro: Wahi a ka ʻike kālā loaʻa a me nā hoʻolimalima hale o Malaki i hoʻokuʻu ʻia e ke Kuhina Nui o Iapana, ʻo ka awelika o ka hoʻohana ʻana i kēlā me kēia mahina o nā hale me ʻelua a ʻoi aku paha poʻe ma 2023 (ʻApelila 2023 a Malaki 2024) he 294116 yen (ma kahi o RMB 14000) , he emi o 3.2% i hoʻohālikelikeʻia i ka makahiki i hala, e hōʻailona ana i ka emi muaʻana i nā makahikiʻekolu.ʻO ke kumu nui ke piʻi nei nā kumukūʻai no ka manawa lōʻihi, a paʻa nā mea kūʻai aku i kā lākou mau ʻeke.
Kūʻai Kūʻai: E like me ka ʻikepili i hoʻoponopono ʻia mai ka Japanese Ministry of Economy, Trade and Industry, ua hoʻonui ʻia nā kūʻai kūʻai ma Iapana e 1.2% i kēlā me kēia makahiki ma Malaki.Mai Ianuali a Malaki, ua hōʻea ka huina kūʻai kūʻai kūʻai o nā lole a me nā lole ma Iapana i 1.94 trillion yen, kahi hoʻemi o ka makahiki he 5.2%.
4. UK
Macro: I kēia manawa, ua hoʻohaʻahaʻa nā hui honua he nui i kā lākou mau manaʻolana no ka ulu ʻana o ka hoʻokele waiwai ma UK.Ua hoʻohaʻahaʻa ʻia ka wānana o ka OECD no ka hoʻokele waiwai o UK i kēia makahiki mai 0.7% i Pepeluali a 0.4%, a ua hoʻohaʻahaʻa ʻia kāna wānana ulu no 2025 mai ka 1.2% i hala a i 1.0%.Ma mua, ua hoʻohaʻahaʻa ka International Monetary Fund i kāna mau manaʻolana no ka hoʻokele waiwai o UK, me ka ʻōlelo ʻana e ulu wale ka GDP o UK ma 0.5% i 2024, haʻahaʻa ma mua o ka wānana o Ianuali o 0.6%.
Wahi a ka ʻikepili mai ka UK Bureau of Statistics, i ka emi ʻana o ke kumukūʻai o ka ikehu, ua emi ka ulu ʻana o ka CPI o UK ma ʻApelila mai 3.2% i Malaki a i 2.3%, ʻo ka helu haʻahaʻa loa ma kahi kokoke i ʻekolu makahiki.
Kūʻai: E like me ka ʻikepili mai ka UK Office for National Statistics, ua hoʻemi ʻia nā kūʻai kūʻai kūʻai ma UK e 2.3% mahina ma ka mahina o ʻApelila, e hōʻailona ana i ka hana maikaʻi loa mai Dekemaba i ka makahiki i hala, me ka emi ʻana o ka makahiki i ka makahiki he 2.7%.Ma muli o ke ʻano haʻahaʻa, ʻaʻole makemake nā mea kūʻai aku e kūʻai ma nā alanui kalepa, a hāʻule nā kūʻai kūʻai aku o ka hapa nui o nā huahana me nā lole, nā mea haʻuki, nā mea pāʻani, a me nā mea ʻē aʻe i hāʻule i ʻApelila.Mai Ianuali a ʻApelila, ʻoi aku ka nui o ke kūʻai aku ʻana o nā lole, nā lole, a me nā kāmaʻa ma UK i 17.83 biliona paona, he 3% ka emi ʻana o ka makahiki ma ka makahiki.
5. Auseteralia
Kūʻai: Ua hōʻike ka Australian Bureau of Statistics, i hoʻoponopono ʻia no nā kumu kau, ua hoʻonui ʻia nā kūʻai kūʻai kūʻai o ka ʻāina i ʻApelila ma kahi o 1.3% makahiki-ma-makahiki a ma kahi o 0.1% mahina ma ka mahina, a hiki i AUD 35.714 biliona (ma kahi o RMB 172.584 biliona).Ke nānā nei i nā ʻoihana like ʻole, ua hoʻonui ʻia ke kūʻai aku ma ka ʻoihana kūʻai hale kūʻai hale o Australia e 0,7% i ʻApelila;ʻO ke kūʻai aku o nā lole, nā kāmaʻa, a me nā mea pono pilikino i ka ʻoihana kūʻai i hoʻemi ʻia e 0.7% mahina ma ka mahina;Ua hoʻonui ʻia ke kūʻai aku ma ka ʻāpana o ka hale kūʻai ma 0.1% mahina ma ka mahina.Mai Ianuali a ʻApelila, ʻo ka huina kūʻai kūʻai kūʻai o nā lole, nā lole, a me nā hale kūʻai kāmaʻa he AUD 11.9 biliona, he emi iki o 0.1% i kēlā me kēia makahiki.
Ua ʻōlelo ka Luna Hoʻokele o ka ʻIke Kūʻai Kūʻai ma ka Australian Bureau of Statistics ua hoʻomau ka nāwaliwali o ka hoʻolimalima hale kūʻai ma Australia, me ka hoʻonui iki ʻana o ke kūʻai aku ma ʻApelila, akā ʻaʻole lawa e uhi i ka emi ʻana o Malaki.ʻO ka ʻoiaʻiʻo, mai ka hoʻomaka ʻana o 2024, ua paʻa mau ke kūʻai aku o Australia ma muli o ka mālama ʻana o ka mea kūʻai aku a me ka hoʻemi ʻana i ka hoʻolimalima discretionary.
6. Hana ʻoihana kūʻai kūʻai
Nā manu āpau
Ua hoʻolaha ʻo Allbirds i kāna mau hopena hapaha mua ma ka lā Malaki 31, 2024, me ka hāʻule ʻana o ka loaʻa kālā he 28% a i $39.3 miliona, ka pohō ʻana o $27.3 miliona, a me ka nui o ka loaʻa kālā e piʻi ana e 680 kumu kumu i 46.9%.Manaʻo ka ʻoihana e emi hou ke kūʻai aku i kēia makahiki, me ka emi ʻana o 25% o ka loaʻa kālā no ka makahiki piha o 2024 a i $ 190 miliona.
Columbia
Ua hoʻolaha ka American outdoor brand Columbia i kāna mau hopena Q1 2024 i ka lā Malaki 31, me ka hāʻule ʻana o ke kūʻai aku ʻana he 6% a $770 miliona, hāʻule ka loaʻa kālā he 8% a $42.39 miliona, a me ka loaʻa kālā nui ma 50.6%.Ma ka hōʻailona, ua hāʻule nā kūʻai aku o Columbia i 6% i kahi $ 660 miliona.Manaʻo ka hui i ka emi ʻana o 4% o ke kūʻai aku no ka makahiki piha o 2024 i $ 3.35 biliona.
Lululemona
Ua hoʻonui ʻia ka loaʻa kālā o Lululemon no ka makahiki fiscal 2023 e 19% a i $9.6 biliona, ua hoʻonui ʻia ka loaʻa kālā ma 81.4% a i $1.55 biliona, a ʻo ka nui o ka loaʻa kālā he 58.3%.Ua ʻōlelo ka hui ʻoi aku ka haʻahaʻa o kāna loaʻa kālā a me ka loaʻa kālā ma mua o ka mea i manaʻo ʻia, ma muli o ka nāwaliwali o ka noi no nā haʻuki kiʻekiʻe a me nā huahana leʻaleʻa ma ʻAmelika ʻAmelika.Manaʻo ka ʻoihana i ka loaʻa kālā o $ 10.7 biliona i $ 10.8 biliona no ka makahiki kālā 2024, ʻoiai ke manaʻo nei nā mea loiloi he $ 10.9 biliona.
HanesBrands
Ua hoʻokuʻu ʻo Hanes Brands Group, kahi mea hana lole ʻAmelika, i kāna mau hopena Q1 2024, me ka hāʻule ʻana o ka ʻupena kūʻai he 17% a i $1.16 biliona, loaʻa kālā he $52.1 miliona, ka nui o ka loaʻa kālā o 39.9%, a me ka waihona i lalo 28%.Ma ke keʻena, ua emi ke kūʻai aku ma ka ʻoihana lole lole e 8.4% a i $506 miliona, ua emi ka ʻoihana haʻuki e 30.9% a i $218 miliona, ua hāʻule ka ʻoihana honua ma 12.3% a i $406 miliona, a ua hāʻule nā keʻena ʻē aʻe e 56.3% a i $25.57 miliona.
Nā Manaʻo Kontool
Ua hoʻolaha ka hui makua o Lee ʻo Kontool Brands i kāna mau hopena hapaha mua, me ka hāʻule ʻana o ke kūʻai ʻana he 5% a i $631 miliona, ma muli o nā hana hoʻokele waiwai e nā mea kūʻai kūʻai ʻAmelika, hoʻemi i ke kūʻai aku ʻana i nā huahana kau, a me ka emi ʻana o ke kūʻai aku ma ka mākeke honua.Ma ka mākeke, ua emi ke kūʻai aku ma ka mākeke US ma 5% a i $ 492 miliona, ʻoiai ma ka mākeke honua, ua emi lākou ma 7% a i $ 139 miliona.Ma ka hōʻailona, ua hāʻule nā kūʻai a Wrangler i 3% i $ 409 miliona, ʻoiai ua hāʻule ʻo Lee i 9% i $ 219 miliona.
ʻO Macy
Ma Mei 4, 2024, ua hōʻike nā hopena Q1 a Macy i ka emi ʻana o 2.7% o ke kūʻai aku i $ 4.8 biliona, he loaʻa kālā he $ 62 miliona, he 80 kumu kumu hoʻemi i ka nui o ka loaʻa kālā i 39.2%, a he 1.7% ka piʻi ʻana o ka waihona waiwai.I loko o ka manawa, ua wehe ka hui i kahi hale kūʻai liʻiliʻi ʻo Macy's 31000 kapuaʻi square ma Laurel Hill, New Jersey, a hoʻolālā e wehe i 11 a 24 mau hale kūʻai hou i kēia makahiki.Manaʻo ʻia ʻo Macy e loaʻa ka loaʻa kālā o $4.97 biliona a i $5.1 biliona i ka hapaha ʻelua.
Puma
Ua hoʻokuʻu ʻo Puma haʻuki Kelemania i kāna mau hopena hapaha mua, me ka hāʻule ʻana o nā kūʻai mai 3.9% a i 2.1 biliona euros a hāʻule nā waiwai i 1.8% a 900 miliona euros.Ma ka mākeke, hāʻule ka loaʻa kālā ma nā mākeke ʻEulopa, Middle East, a me ʻApelika i ka 3.2%, ua hāʻule ka mākeke ʻAmelika e 4.6%, a ua hāʻule ka mākeke Asia Pacific e 4.1%.Ma ke ʻano, ua hoʻonui ʻia ke kūʻai ʻana o nā kāmaʻa e 3.1% a i 1.18 biliona euros, ua hoʻemi ʻia nā lole e 2.4% a i 608 miliona euros, a ua hoʻemi ʻia nā mea komo e 3.2% a 313 miliona euros.
Ralph Lauren
Ua hoʻolaha ʻo Ralph Lauren i nā hopena no ka makahiki kālā a me ka hapahā ʻehā i pau i ka lā Malaki 30, 2024. Ua hoʻonui ʻia ka loaʻa kālā ma 2.9% i $ 6.631 biliona, ua hoʻonui ʻia ka loaʻa kālā ma 23.52% a i $ 646 miliona, piʻi ka loaʻa kālā ma 6.4% a i $4.431 biliona, a me ka loaʻa kālā. Ua hoʻonui ʻia ka margin e 190 kumu kumu i 66.8%.Ma ka hapahā ʻehā, ua hoʻonui ʻia ka loaʻa kālā ma ka 2% i $ 1.6 biliona, me ka loaʻa kālā he $ 90.7 miliona, i hoʻohālikelike ʻia me $ 32.3 miliona i ka manawa like i ka makahiki i hala.
TJX
Ua hoʻolaha ka mea kūʻai kūʻai kūʻai kūʻai US ʻo TJX i kāna mau hopena Q1 e like me Mei 4, 2024, me ka piʻi ʻana o ke kūʻai aku ma 6% a i $ 12.48 biliona, loaʻa ka loaʻa kālā i $ 1.1 biliona, a me ka piʻi ʻana o ka loaʻa kālā ma ka 1.1 pakeneka i ka 30%.Ma ke keʻena, ʻo ka ʻoihana ʻo Marmaxx ke kuleana no ke kūʻai ʻana i nā lole a me nā huahana ʻē aʻe i ʻike i ka piʻi ʻana o 5% o ke kūʻai aku i $ 7,75 biliona, ʻike ka ʻoihana Home Furnishings i ka piʻi ʻana o 6% i $ 2,079 biliona, ua ʻike ka ʻoihana TJX Canada i kahi piʻi 7% i $ 1,113 biliona, a ua ʻike ka ʻoihana TJX International i ka piʻi ʻana o 9% i $1.537 biliona.
Ma lalo o ke kapa kila
Ua hoʻolaha ka brand haʻuki ʻAmelika ʻo Andemar i kāna mau hopena makahiki piha no ka makahiki kālā i pau i ka lā Malaki 31, 2024, me ka hāʻule ʻana o ka loaʻa kālā he 3% i $5.7 biliona a me ka loaʻa kālā o $232 miliona.Ma ke ʻano, ua emi ka loaʻa o nā lole no ka makahiki e 2% a i $3.8 biliona, nā kāmaʻa ma 5% a i $1.4 biliona, a me nā mea komo ma 1% a i $406 miliona.I mea e hoʻoikaika ai i ka hana o ka ʻoihana a hoʻihoʻi hou i ka ulu hana, ua hoʻolaha ʻo Andema i nā hana hoʻomaha a hoʻemi i nā ʻaelike kūʻai aku ʻekolu.I ka wā e hiki mai ana, e hōʻemi ia i nā hana hoʻolaha a e kālele ana i ka hoʻomohala ʻana o ka ʻoihana i kāna ʻoihana lole kāne koʻikoʻi.
Walmart
Ua hoʻolaha ʻo Wal Mart i nā hopena o ka hapaha mua o ʻApelila 30, 2024. Ua hoʻonui ʻia kāna loaʻa kālā ma 6% a i $ 161,5 biliona, ua hoʻonui ʻia kāna waiwai hana i hoʻoponopono ʻia e 13,7% a i $ 7,1 biliona, ua hoʻonui ʻia kona kumukūʻai nui e 42 kumu kumu i 24,1%. a ua emi iho kona waihona waiwai honua e 7%.Ke hoʻoikaika nei ʻo Wal Mart i kāna ʻoihana pūnaewele a me ka nānā nui ʻana i ka ʻoihana hana.I ka makahiki i hala aku nei, ua hōʻea ke kūʻai aku o ka hui ma ʻAmelika Hui Pū ʻIa i $29.5 biliona, a ua ʻoi aku ke kūʻai aku ma ka pūnaewele puni honua ma mua o $100 biliona no ka manawa mua, e loaʻa ana i kahi ulu 21% i ka hapaha mua.
Zalando
Ua hoʻolaha ʻo Zalando e-commerce ʻEulopa i kāna mau hopena Q1 2024, me ka hāʻule ʻana o ka loaʻa kālā he 0.6% i ka 2.24 billion euros a me ka loaʻa kālā ma mua o ka ʻauhau a hiki i 700000 euros.Eia kekahi, ʻo ka nui o ka GMV o nā kālepa waiwai o ka ʻoihana i ka wā i hoʻonui ʻia e 1,3% i 3,27 biliona euros, aʻo ka nui o nā mea hoʻohana ikaika i hoʻemi ʻia e 3,3% i 49,5 miliona mau kānaka.Ua ʻike ʻo Zalando2023 i ka emi ʻana o 1.9% o ka loaʻa kālā i 10.1 biliona euros, he 89% ka piʻi ʻana o ka loaʻa kālā ma mua o ka ʻauhau i 350 miliona euros, a he 1.1% ka emi ʻana o GMV i 14.6 biliona euros.
Ka manawa hoʻouna: Jun-09-2024