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Ukuthengiswa Kwezimpahla Zokudayisa Nempahla Yasekhaya e-United States, Europe, Japan, UK, nase-Australia kusukela ngoMashi kuya ku-April 2024

1. I-United States
Ukukhula kwezimpahla zokugqoka kanye nokwehla kancane kwempahla yasendlini
Idatha yakamuva evela eMnyangweni Wezabasebenzi wase-US ibonisa ukuthi Inkomba Yamanani Abathengi (CPI) ngo-April ikhuphuke ngo-3.4% unyaka nonyaka kanye no-0.3% ngenyanga;I-CPI ewumgogodla iqhubekile yehla yafinyelela ku-3.6% unyaka nonyaka, yafinyelela eqophelweni eliphansi kakhulu kusukela ngo-April 2021, nokuncipha kancane kwengcindezi yokwehla kwamandla emali.
Ukuthengiswa kwezitolo e-United States kwahlala kuzinzile inyanga nenyanga futhi kukhuphuke ngo-3% unyaka nonyaka ngo-April.Ngokukhethekile, ukuthengiswa kwezitolo okubalulekile kwehle ngo-0.3% ngenyanga.Ezigabeni eziyi-13, izigaba eziyi-7 zibe nokwehla kokuthengiswayo, lapho abathengisi be-inthanethi, izimpahla zemidlalo, nabahlinzeki bezimpahla zokuzilibazisa behlangabezana nokwehla okukhulu kakhulu.
Le datha yokuthengisa ikhombisa ukuthi isidingo sabathengi, obekusekela umnotho, siyancipha.Nakuba imakethe yezabasebenzi ihlala iqinile futhi inikeza abathengi amandla anele okusebenzisa imali, amanani entengo aphezulu nezinga lenzalo ingase icindezele kakhulu izimali zasekhaya futhi ibeke umkhawulo ekuthengeni izimpahla ezingabalulekile.
Izitolo zezingubo nezembatho: Ukuthengiswa kwezitolo ngo-April kufinyelele ku-25.85 billion US dollars, okukhuphuke ngo-1.6% ngenyanga kanye no-2.7% uma kuqhathaniswa nesikhathi esifanayo ngonyaka odlule.
Isitolo Sefenisha Nempahla Yasekhaya: Ukuthengiswa kwezitolo ngo-April kufinyelele kumadola ayizigidi eziyizinkulungwane ezingu-10.67, ukwehla ngo-0.5% ngenyanga kanye no-8.4% uma kuqhathaniswa nesikhathi esifanayo ngonyaka odlule.
Izitolo Eziphelele (okuhlanganisa nezitolo ezinkulu nezitolo ezinkulu): Ukuthengiswa kwezitolo ngo-April bekungama-dollar ayizigidi eziyizinkulungwane ezingama-75.87, ukwehla ngo-0.3% kusukela ngenyanga edlule kanye nokwenyuka ngo-3.7% kusukela esikhathini esifanayo ngonyaka odlule.Ukuthengiswa kwezitolo zezitolo kufinyelele ku-10.97 billion wamadola aseMelika, okukhuphuke ngo-0.5% ngenyanga kanye nokwehla ngo-1.2% unyaka nonyaka.
Izitolo ezingezona ezingokwenyama: Ukuthengiswa kwezitolo ngo-Ephreli bekungama-dollar ayizigidi eziyizinkulungwane ezingama-119.33, ukwehla ngo-1.2% ngenyanga kanye nokwenyuka ngo-7.5% uma kuqhathaniswa nesikhathi esifanayo ngonyaka odlule.
Ukukhula kwesilinganiso sokuthengiswa kwempahla yasendlini, ukuqina kwezingubo
NgoMashi, isilinganiso sempahla/yokuthengisa ezitolo zezingubo nezingubo e-United States sasingu-2.29, okuwukukhuphuka okuncane ngo-0.9% uma kuqhathaniswa nenyanga edlule;Isilinganiso sempahla/yokuthengisa ifenisha, impahla yasendlini, nezitolo zama-electronic sasingu-1.66, okuwukunyuka ngo-2.5% uma kuqhathaniswa nenyanga edlule.

2. EU
I-Macro: Umbiko we-Spring Economic Outlook ka-2024 weKhomishini YaseYurophu ukholelwa ukuthi kusukela ekuqaleni kwalo nyaka, ukukhula komnotho we-EU kwenziwe kangcono kunalokho obekulindelwe, amazinga okwehla kwamandla emali alawulwa, futhi ukukhula komnotho sekuqalile ukubonakala.Umbiko ubikezela ukuthi umnotho we-EU uzokhula ngo-1% no-1.6% ngokulandelana ngo-2024 no-2025, futhi umnotho we-Eurozone uzokhula ngo-0.8% no-1.4% ngokulandelana ngo-2024 no-2025. Ngokusho kwedatha yokuqala evela ku-Eurostat, Intengo Yabathengi I-Index (CPI) ku-Eurozone inyuke ngo-2.4% unyaka nonyaka ngo-April, ukwehla okukhulu kunangaphambili.
Okuthengiswayo: Ngokwezilinganiso ze-Eurostat, ivolumu yokudayisa kwe-Eurozone inyuke ngo-0.8% ngenyanga ngoMashi 2024, kuyilapho i-EU ikhule ngo-1.2%.Uma kuqhathaniswa nesikhathi esifanayo ngonyaka odlule, inkomba yokuthengisa okudayisa inyuke ngo-0.7%, kuyilapho i-EU ikhuphuke ngo-2.0%.

3. Japan
I-Macro: Ngokocwaningo lwemali yendlu kaMashi kanye nezindleko ezisanda kukhishwa nguMnyango Wezindaba Jikelele wase-Japan, isilinganiso sezindleko zokusetshenziswa kwanyanga zonke zemizi enabantu ababili noma ngaphezulu ngo-2023 (April 2023 kuya ku-March 2024) yayingama-yen angu-294116 (cishe i-RMB 14000) , ukwehla ngo-3.2% uma kuqhathaniswa nonyaka odlule, okuphawula ukwehla kokuqala eminyakeni emithathu.Isizathu esikhulu ukuthi amanani alokhu enyuka isikhathi eside, futhi abathengi babambelele ezikhwameni zabo.
Ukuthengisa: Ngokuvumelana nedatha elungisiwe evela ku-Ministry of Economy, Trade and Industry, ukuthengiswa kwezitolo e-Japan kukhuphuke ngo-1.2% unyaka nonyaka ngoMashi.Kusukela ngoJanuwari kuya kuMashi, ukuqoqwa kokuthengiswa kwendwangu nezingubo eJapan kufinyelele ku-1.94 trillion yen, ukwehla konyaka nonyaka ngo-5.2%.

4. UK
Kakhulu: Muva nje, izinhlangano zamazwe ngamazwe eziningi zehlise lokho ezikulindele ekukhuleni komnotho esikhathini esizayo e-UK.Isibikezelo sokukhula kwe-OECD somnotho wase-UK kulo nyaka sehlisiwe sisuka ku-0.7% ngoFebhuwari saya ku-0.4%, futhi isibikezelo sokukhula saso sika-2025 sehlisiwe sisuka ku-1.2% sangaphambilini saya ku-1.0%.Ngaphambilini, i-International Monetary Fund iphinde yehlisa lokho ebikulindele emnothweni wase-UK, yathi i-GDP yase-UK izokhula kuphela ngo-0.5% ngo-2024, ngaphansi kwesibikezelo sikaJanuwari sika-0.6%.
Ngokusho kwedatha evela ku-UK Bureau of Statistics, njengoba amanani amandla ehla kakhulu, ukukhula kwe-CPI yase-UK ngo-Ephreli kwehle kusuka ku-3.2% ngoMashi kuya ku-2.3%, iphuzu eliphansi kakhulu cishe eminyakeni emithathu.
Ukuthengisa: Ngokusho kwedatha evela eHhovisi lase-UK Lezibalo Zikazwelonke, ukuthengiswa kwezitolo e-UK kwehle ngo-2.3% ngenyanga ka-Ephreli, okuphawula ukusebenza okubi kakhulu kusukela ngoDisemba wonyaka odlule, nokwehla konyaka nonyaka ngo-2.7%.Ngenxa yesimo sezulu esinomswakama, abathengi bayanqikaza ukuthenga emigwaqweni yezentengiselwano, futhi ukuthengiswa kwemikhiqizo eminingi okuhlanganisa izingubo, izinto zezemidlalo, amathoyizi, njll. kwehle ngo-April.Kusukela ngoJanuwari kuya ku-Ephreli, ukuqoqwa kokuthengiswa kwempahla yendwangu, izingubo zokugqoka, nezicathulo e-UK kufinyelele kumakhilogremu ayizigidi eziyizinkulungwane eziyi-17.83, ukwehla konyaka ngonyaka ngama-3%.

5. Australia
Ukuthengisa: I-Australian Bureau of Statistics ibike ukuthi, kulungiswe izici zonyaka, ukuthengiswa kwezwe kwezitolo ngo-Ephreli kukhuphuke cishe ngo-1.3% unyaka nonyaka futhi cishe ngo-0.1% ngenyanga ngenyanga, kwafinyelela ku-AUD 35.714 billion (cishe i-RMB 172.584 billion).Uma sibheka izimboni ezahlukene, ukuthengiswa emkhakheni wezimpahla zasekhaya wase-Australia kukhuphuke ngo-0.7% ngo-Ephreli;Ukuthengiswa kwezimpahla zokugqoka, izicathulo, kanye nezinsiza zomuntu siqu emkhakheni wokudayisa kwehle ngo-0.7% ngenyanga;Ukuthengiswa emkhakheni wezitolo ezinkulu kunyuke ngo-0.1% ngenyanga.Kusukela ngoJanuwari kuya ku-April, ukuthengiswa kwezitolo okuhlanganisiwe kwezitolo zezingubo, izingubo zokugqoka, nezicathulo kufinyelele ku-AUD 11.9 billion, ukwehla kancane ngo-0.1% unyaka nonyaka.
Umqondisi Wezibalo Zokuthengisa e-Australian Bureau of Statistics uthe ukusetshenziswa kwemali ezitolo e-Australia kuye kwaqhubeka nokuba buthakathaka, njengoba ukuthengisa kukhuphuka kancane ngo-Ephreli, kodwa akwanele ukumboza ukwehla ngoMashi.Eqinisweni, kusukela ekuqaleni kuka-2024, ukuthengiswa kwezitolo zase-Australia kuhlezi kuzinzile ngenxa yokuqapha kwabathengi kanye nokunciphisa ukusetshenziswa kwemali ngokubona.

6. Ukusebenza kwebhizinisi lokudayisa

Izinyoni zonke
I-Allbirds imemezele imiphumela yayo yekota yokuqala kusukela ngoMashi 31, 2024, imali engenayo yehle ngo-28% yaya ku-$39.3 million, ukulahleka kwesamba semali engu-$27.3 million, kanye nesamba senzuzo ekhuphuka ngamaphuzu angama-680 saya ku-46.9%.Le nkampani ilindele ukuthi ukuthengiswa kuzokwehla kakhulu kulo nyaka, ngokuncipha kwemali engenayo ngo-25% unyaka ogcwele ka-2024 kuye ku- $190 wezigidi.

Columbia
I-American Outdoor brand Columbia imemezele imiphumela yayo ye-Q1 2024 kusukela ngoMashi 31, ukuthengiswa kwehle ngo-6% kuya ku-$770 wezigidi, inzuzo yonke yehle ngo-8% yaya ku-$42.39 million, kanye nesamba senzuzo engu-50.6%.Ngomkhiqizo, ukuthengiswa kweColumbia kwehle ngo-6% kuya cishe ku-$660 million.Inkampani ilindele ukwehla ngo-4% ekuthengisweni konyaka ogcwele ka-2024 kuya ku-$3.35 billion.

Lululemon
Inzuzo kaLululemon yonyaka wezimali ka-2023 inyuke ngo-19% yaya ku-$9.6 billion, inzuzo yonke inyuke ngo-81.4% yaya ku-$1.55 billion, kanti inzuzo iyonke ibe ngu-58.3%.Le nkampani ithe imali engenayo nenzuzo yayo iphansi kunalokho obekulindelwe, ikakhulukazi ngenxa yesidingo esibuthakathaka semikhiqizo yezemidlalo nezokungcebeleka esezingeni eliphezulu eNyakatho Melika.Le nkampani ilindele imali eyizigidi eziyizinkulungwane ezingama- $ 10.7 kuya ku- $ 10.8 billion ngonyaka wezimali ka-2024, kanti abahlaziyi balindele ukuthi ibe ngama- $ 10.9 billion.

I-HanesBrands
IHanes Brands Group, inkampani ekhiqiza izingubo zaseMelika, ikhiphe imiphumela yayo ye-Q1 2024, lapho ukuthengiswa kwehle ngo-17% kuya ku-$1.16 billion, inzuzo yezigidigidi ezingama-52.1, umkhawulo wenzuzo enkulu ka-39.9%, kanye nempahla yehle ngo-28%.Ngomnyango, ukuthengiswa emnyangweni wezingubo zangaphansi kwehle ngo-8.4% kuya ku-$506 million, uMnyango wezingubo zezemidlalo wehle ngo-30.9% wafinyelela ku-$218 million, uMnyango wamazwe ngamazwe wehle ngo-12.3% wafinyelela ku-$406 million, kwathi eminye iminyango yehla ngo-56.3% yaya ku-$25.57 million.

Kontool Brands
Inkampani engumzali ka-Lee i-Kontool Brands imemezele imiphumela yayo yekota yokuqala, njengoba ukuthengiswa kwehle ngo-5% kuya ku-$631 wezigidi, ikakhulukazi ngenxa yezinyathelo zokuphathwa kwempahla ezenziwa ngabathengisi baseMelika, ukunciphisa ukuthengiswa kwemikhiqizo yesizini, kanye nokwehla kokuthengiswa kwezimakethe zamazwe ngamazwe.Ngemakethe, ukuthengiswa emakethe yaseMelika kwehle ngo-5% kuya ku-$492 million, kuyilapho emakethe yamazwe ngamazwe, kwehle ngo-7% kuya ku-$139 million.Ngokomkhiqizo, ukuthengiswa kukaWrangler kwehle ngo-3% kuya ku-$409 million, kwathi u-Lee wehla ngo-9% waya ku-$219 million.

I-Macy's
Kusukela ngo-May 4, 2024, imiphumela ye-Macy's Q1 ibonise ukwehla ngo-2.7% ekuthengisweni kuya ku-$4.8 billion, inzuzo engu-$62 million, ukwehla kwamaphuzu angama-80 emalini yenzuzo enkulu yaya ku-39.2%, kanye nokwenyuka ngo-1.7% kuhlu lwempahla.Ngaleso sikhathi, inkampani yavula isitolo somnyango esincane esingamamitha-skwele angama-31000 e-Laurel Hill, eNew Jersey, futhi ihlela ukuvula izitolo ezintsha eziyi-11 kuye kwezingama-24 kulo nyaka.IMacy's kulindeleke ukuthi yenze imali efinyelela ku- $4.97 billion iye ku- $5.1 billion kwikota yesibili.

Puma
Inkampani yezemidlalo yaseJalimane iPuma ikhiphe imiphumela yekota yokuqala, ukuthengiswa kwehle ngo-3.9% kuya ku-2.1 billion wama-euro kanye nenzuzo yehla ngo-1.8% yaya kuma-euro ayizigidi ezingu-900.Ngemakethe, imali engenayo ezimakethe zaseYurophu, eMpumalanga Ephakathi, nase-Afrika yehle ngo-3.2%, imakethe yaseMelika yehle ngo-4.6%, kwathi imakethe yase-Asia Pacific yehla ngo-4.1%.Ngokwesigaba, ukuthengiswa kwezicathulo kukhuphuke ngo-3.1% kwaya kuma-euro ayizigidi eziyizinkulungwane ezingu-1.18, izingubo zehle ngo-2.4% zaya kuma-euro ayizigidi ezingu-608, kanti izesekeli zehle ngo-3.2% zaya kuma-euro ayizigidi ezingu-313.

URalph Lauren
U-Ralph Lauren umemezele imiphumela yonyaka wezimali kwathi ikota yesine yaphela ngoMashi 30, 2024. Imali engenayo inyuke ngo-2.9% yafinyelela ku-$6.631 billion, inzuzo isiyonke ikhuphuke ngo-23.52% yafinyelela ku-$646 million, inzuzo yonke inyuke ngo-6.4% yafinyelela ku-$4.431 billion, kanye nenzuzo enkulu. imajini ikhule ngamaphuzu ayi-190 yaya ku-66.8%.Ngekota yesine, imali engenayo inyuke ngo-2% yaya ku-$1.6 billion, ngenzuzo eyinsalela yezigidi ezingu-90.7 zamaRandi, uma kuqhathaniswa namaRandi ayizigidi ezingu-32.3 ngesikhathi esifanayo ngonyaka odlule.

TJX
Umthengisi wesaphulelo wase-US u-TJX umemezele imiphumela yakhe ye-Q1 kusukela ngoMeyi 4, 2024, ukuthengiswa kukhuphuke ngo-6% kuya ku-$12.48 billion, inzuzo ifinyelela ku-$1.1 billion, kanye nesamba senzuzo ekhuphuka ngamaphesenti angu-1.1 saya ku-30%.Ngokomnyango, uMnyango we-Marmaxx obhekele ukudayisa izimpahla zokugqoka neminye imikhiqizo ubone ukwenyuka ngo-5% kokudayiswa kwafinyelela ku-$7.75 billion, umnyango we-Home Furnishings ubone ukwenyuka ngo-6% kuya ku-$2.079 billion, umnyango we-TJX Canada ubone ukukhuphuka ngo-7% kuya ku-$1.113 billion, kanti umnyango we-TJX International ubone ukwenyuka ngo-9% kuya ku-$1.537 billion.

Ngaphansi Kwezikhali
Umkhiqizo wezemidlalo waseMelika i-Andemar umemezele imiphumela yawo yonyaka ogcwele wonyaka wezimali ophele ngoMashi 31, 2024, imali engenayo yehle ngo-3% yaya ku- $ 5.7 billion kanye nenzuzo yezigidi ezingama- $ 232.Ngokwesigaba, imali engenayo yezimpahla zokugqoka yonyaka yehle ngo-2% yaya ku-$3.8 billion, izicathulo ngo-5% zaya ku-$1.4 billion, kanye nezinsiza ngo-1% zaya ku-$406 million.Ukuze kuqiniswe ukusebenza kahle kwenkampani nokubuyisela ukukhula kokusebenza, u-Adema umemezele ukudilizwa kanye nokunciphisa izinkontileka zokumaketha ezivela eceleni.Ngokuzayo, izonciphisa imisebenzi yokuphromotha futhi igxile ekuthuthukisweni kwenkampani ebhizinisini layo eliyinhloko lezingubo zamadoda.

I-Walmart
I-Wal Mart imemezele imiphumela yekota yokuqala kusukela ngo-April 30, 2024. Imali engenayo inyuke ngo-6% yaya ku-$161.5 billion, inzuzo yayo yokusebenza elungisiwe inyuke ngo-13.7% yaya ku-$7.1 billion, umkhawulo wayo wonke ukhuphuke ngamaphuzu angu-42 kuya ku-24.1%, kanye nempahla yayo yomhlaba wonke yehle ngo-7%.I-Wal Mart iqinisa ibhizinisi layo le-inthanethi futhi inaka kakhulu ibhizinisi lemfashini.Ngonyaka odlule, ukuthengiswa kwemfashini yenkampani e-United States kufinyelele ku-$ 29.5 billion, futhi ukuthengiswa kwe-inthanethi emhlabeni wonke kudlule amaRandi ayizigidi eziyizinkulungwane ezingu-100 ngokokuqala ngqa, kufinyelela ukukhula kwama-21% kwikota yokuqala.

Zalando
Umdondoshiya we-e-commerce wase-Europe uZalando umemezele imiphumela ye-Q1 2024, imali engenayo yehla ngo-0.6% yaya kuma-euro ayizigidi eziyizinkulungwane ezingama-2.24 kanye nenzuzo yangaphambi kwentela efinyelela kuma-euro angama-700000.Ngaphezu kwalokho, isamba se-GMV sokuthengiselana kwempahla yenkampani phakathi naleso sikhathi sikhuphuke ngo-1.3% saya kuma-euro ayizigidi eziyizinkulungwane ezingu-3.27, kuyilapho inani labasebenzisi abasebenzayo lehla ngo-3.3% laya kubantu abayizigidi ezingu-49.5.I-Zalando2023 yehle ngo-1.9% emalini engenayo yaya kuma-euro ayizigidi eziyizinkulungwane eziyi-10.1, ukwenyuka kwenzuzo yangaphambi kwentela ngama-89% kuya kuma-euro ayizigidi ezingama-350, kanye nokwehla ngo-1.1% ku-GMV kuya kuma-euro ayizigidi eziyizinkulungwane eziyi-14.6.


Isikhathi sokuthumela: Jun-09-2024