Walmart, Costco Are Black Friday Winners While Target Sees Light In-Store Traffic
Walmart, Costco Are Black Friday Winners While Target Sees Light In-Store Traffic
Inflation has weighed on consumer discretionary spending in recent quarters. Rising prices may create an opportunity for discount retailers to gain market share this holiday shopping season, according to Bank of America analyst Robert Ohmes.
最近幾個季度，通脹拖累了消費者的可自由支配支出。根據美國銀行分析師Robert Ohmes的説法，不斷上漲的價格可能會為折扣零售商創造機會，在這個假日購物季獲得市場份額。
The Numbers: Consumers spent a record $9.12 billion online on Black Friday this year, according to Adobe. Online Black Friday sales were up 2.3% from a year ago, with 48% of online orders taking place on smartphones.
這些數字：根據Adobe的數據，今年黑色星期五，消費者在網上的消費達到了創紀錄的91.2億美元。黑色星期五的在線銷售額比一年前增長了2.3%，48%的在線訂單是通過智能手機完成的。
Related Link: Retail Stocks Mixed On Black Friday Following Record Thanksgiving Day Sales: What You Need To Know
相關鏈接：感恩節銷售創紀錄後，黑色星期五零售類股漲跌互現：你需要知道什麼
While sales were strong, budget-minded consumers are prioritizing promotions and seeking specific deals, Ohmes says.
Ohmes説，雖然銷售強勁，但精打細算的消費者正在優先考慮促銷活動，並尋求具體的交易。
As a result, Walmart Inc (NYSE:WMT) took an aggressive approach to Black Friday discounts that appear to have paid off.
結果,沃爾瑪(紐約證券交易所股票代碼：WMT)對黑色星期五的折扣採取了積極的做法，似乎取得了成效。
"In the stores we visited, traffic appeared very strong, esp. in electronics, grocery & toys," Ohmes said of Walmart.
歐姆斯談到沃爾瑪時説：“在我們走訪的商店裏，客流量看起來非常強勁，尤其是在電子產品、雜貨和玩具方面。”
TVs, bicycles, smartwatches, and tablets seemed to be moving particularly well on Black Friday, he added.
他補充説，電視、自行車、智能手錶和平板電腦在黑色星期五似乎移動得特別好。
Other Discount Retailers: In addition to Walmart, Ohmes said the value proposition of warehouse club retailers likely make companies like Costco Wholesale Corporation (NASDAQ:COST) and BJ's Wholesale Club Holdings Inc (NYSE:BJ) particularly well-positioned this holiday season. Ohmes said store checks on Black Friday showed solid traffic at both BJs and Costco, with stronger relative traffic at Costco.
其他折扣零售商：除了沃爾瑪，歐姆斯表示，倉儲俱樂部零售商的價值主張可能會讓像這樣的公司好市多批發公司(納斯達克：成本)和北京百貨批發俱樂部控股有限公司(紐約證券交易所股票代碼：BJ)在這個假日季節尤其處於有利地位。Ohmes表示，黑色星期五的門店檢查顯示，BJ和Costco的客流量都很穩定，Costco的相對客流量更強。
Related Link: Is The Mall Making A Comeback? Abercrombie, Best Buy And American Eagle Beat Expectations
相關鏈接：購物中心正在捲土重來嗎？Abercrombie、Best Buy和American Eagle超出預期
Ohmes also noted that Target Corporation (NYSE:TGT) is well-stocked for the holiday shopping season but that investors should expect elevated holiday promotions. Unfortunately, he said checks at Target stores on Black Friday revealed lighter in-store traffic than historical levels.
歐姆斯還指出，目標公司(紐約證券交易所股票代碼：TGT)為假日購物季準備了充足的庫存，但投資者應該期待假日促銷活動的增加。不幸的是，他表示，黑色星期五對Target門店的檢查顯示，店內客流量低於歷史水平。
Benzinga's Take: Unless individual companies specifically address Black Friday or Cyber Monday sales numbers, investors won't really know how well the holiday shopping season went for retailers until fourth-quarter earnings season in January. However, as a group, inflation could make discount retailers outperformers in the coming weeks compared to higher-priced premium retailers.
本辛加的觀點：除非個別公司特別提到黑色星期五或網絡星期一的銷售數據，否則投資者要等到1月份的第四季度財報季才能真正知道零售商的假日購物季表現如何。然而，作為一個整體，通脹可能會使折扣零售商在未來幾周的表現優於價格較高的高端零售商。
Photo by Erik Mclean on Unsplash
Erik McLean在Unspash上的照片
譯文內容由第三人軟體翻譯。