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Gap's Sales Suffer From Supply-Chain Problems Before Holidays -- 2nd Update

Gap's Sales Suffer From Supply-Chain Problems Before Holidays -- 2nd Update

Gap的销售额在假期前受到供应链问题的影响--第二次更新
Dow Jones Newswires ·  2021/11/24 07:22

By Charity L. Scott

查理·L·斯科特(Charity L.Scott)著

Gap Inc. joined a growing list of apparel chains still struggling to keep their shelves stocked even as large retailers such as Walmart Inc. say they have been able to snag enough inventory for the holidays.

Gap Inc.加入了越来越多的服装连锁店的行列,尽管沃尔玛(Walmart Inc.)等大型零售商表示,他们已经能够获得足够的假日库存,但他们仍在努力保持货架的库存。

Gap reported net sales of $3.9 billion for the quarter ended Oct. 30, flat from 2020 and 1% lower than 2019. The company said its brands were unable to meet strong demand from shoppers as continued fallout from Covid-19 outbreaks led to factory closures and clogged ports. Shares dropped 17% in after-hours trading.

Gap公布截至10月30日的季度净销售额为39亿美元,与2020年持平,比2019年下降1%。该公司表示,其品牌无法满足购物者的强劲需求,因为新冠肺炎疫情的持续影响导致工厂关闭和港口堵塞。股价在盘后交易中下跌17%。

Gap said supply-chain disruptions in the quarter shaved an estimated $300 million in lost sales and added $100 million in airfreight costs.

Gap表示,该季度供应链中断减少了约3亿美元的销售损失,并增加了1亿美元的空运成本。

"While we entered the third quarter with growing momentum, acute supply chain headwinds affected our ability to fully meet strong customer demand," Chief Executive Sonia Syngal said in prepared remarks. She said the company would use airfreight and port diversification to better position it for the holiday shopping season.

首席执行官索尼娅·辛格尔(Sonia Syngal)在事先准备好的讲话中表示:“虽然我们进入第三季度的势头日益强劲,但严重的供应链逆风影响了我们完全满足强劲客户需求的能力。”她表示,该公司将利用空运和港口多元化,为假日购物季更好地定位。

Victoria's Secret & Co., Abercrombie & Fitch Co. and other apparel chains, which rely on Asia for much of their production, have also warned of transportation problems and production delays that have left them unable to capitalize on strong consumer demand.

维多利亚的秘密公司(Victoria‘s Secret&Co.)、Abercrombie&Fitch Co.和其他服装连锁店也警告称,运输问题和生产延误使它们无法利用强劲的消费者需求。这些连锁店的大部分生产都依赖于亚洲。

Separately, Nordstrom Inc. reported quarterly sales that were below 2019 levels, including an 8% decline in its Nordstrom Rack off-price chain. The retailer said a lack of supply hurt sales at the Rack as well as changes it made to pricing. It shifted pricing too far to less-expensive goods and is now adding back higher-end items, the company said.

另外,诺德斯特龙公司(Nordstrom Inc.)公布的季度销售额低于2019年的水平,其中包括其诺德斯特龙机架(Nordstrom Rack)离线价格链下降了8%。该零售商表示,供应不足影响了Rack的销售,以及它对定价的改变。该公司表示,该公司将定价过度转向价格较低的商品,现在正在重新增加高端产品。

Operating expenses jumped in the midst of higher labor and fulfillment costs, leaving Nordstrom's profits below analysts' expectations. Nordstrom shares fell 23% in after-hours trading.

在劳动力和履约成本上升的情况下,运营费用大幅上升,导致诺德斯特龙的利润低于分析师的预期。诺德斯特龙股价在盘后交易中下跌23%。

Dozens of boxships have been waiting for weeks to enter ports in Southern California. The delays were caused by Covid-19 outbreaks that disrupted production in Asia and a surge of imports as retailers raced to restock for the critical holiday season. While a few companies such as Walmart chartered their own ships to sidestep the delays, many other retailers have been left short-handed and paying high freight rates.

数十艘游船已经等待数周进入南加州的港口。造成延迟的原因是新冠肺炎疫情扰乱了亚洲的生产,以及零售商竞相为关键的假日季节补充库存导致进口激增。尽管沃尔玛(Walmart)等少数几家公司租了自己的船来规避延误,但许多其他零售商却人手不足,支付了高昂的运费。

"Approximately 30% of our product is produced in Vietnam, where factory closures extended to over 2 1/2 months, significantly longer than initially anticipated," Katrina O'Connell, Gap's finance chief, said on a call with analysts. On average, the amount of inventory the company had in the third quarter was 11% below 2019 levels.

Gap首席财务官卡特里娜·奥康奈尔(Katrina O‘Connell)在与分析师的电话会议上表示:“我们大约30%的产品是在越南生产的,那里的工厂关闭时间超过了两个半月,大大长于最初的预期。”平均而言,该公司第三季度的库存量比2019年的水平低11%。

Gap cut its sales-growth and profit-margin targets for the year. It said that supply-chain disruptions would result in about $550 million to $650 million in lost sales and that it would spend about $450 million on air cargo for the year.

Gap下调了今年的销售增长和利润率目标。该公司表示,供应链中断将导致约5.5亿至6.5亿美元的销售额损失,该公司今年将在航空货运上花费约4.5亿美元。

Executives at Victoria's Secret said last week that about 90 million of the 200 million holiday items the lingerie seller had ordered were delayed between two and nine weeks and that some items might not arrive for the holidays.

维多利亚的秘密(Victoria‘s Secret)的高管上周表示,内衣销售商订购的2亿件假日用品中,约有9000万件被推迟了两到九周,有些物品可能不会在假期到达。

Abercrombie, which owns the Hollister chain, said inventory was lower than planned because of factory closures in Vietnam and longer transit times. The company said it had shifted marketing into the fourth quarter given the product shortages in its third quarter.

拥有Hollister连锁店的Abercrombie表示,由于越南工厂关闭和运输时间延长,库存低于计划。该公司表示,考虑到第三季度的产品短缺,它已将营销转移到第四季度。

The company's Vietnam factories are back open and it has seen products moving through West Coast ports more quickly in recent weeks, Abercrombie Chief Financial Officer Scott Lipesky said in an interview Tuesday. "We don't have concerns about inventory as we're running through the holidays," he said.

Abercrombie首席财务长斯科特·利普斯基(Scott Lipesky)周二接受采访时说,该公司在越南的工厂重新开工,最近几周产品通过西海岸港口的速度加快了。他说:“我们并不担心库存问题,因为我们正在度过假期。”

Robert Barba and Suzanne Kapner contributed to this article.

Robert Barba和Suzanne Kapner对本文也有贡献。

Write to Charity L. Scott at Charity.Scott@wsj.com

写信给Charity L.Scott,电子邮件为Charity.Scott@wsj.com

译文内容由第三方软件翻译。


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