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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的銷售額在假期前受到供應鏈問題的影響--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.加入了越來越多的服裝連鎖店的行列,儘管沃爾瑪(Walmart Inc.)等大型零售商表示,他們已經能夠獲得足夠的假日庫存,但他們仍在努力保持貨架的庫存。

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公佈截至10月30日的季度淨銷售額為39億美元,與2020年持平,比2019年下降1%。該公司表示,其品牌無法滿足購物者的強勁需求,因為新冠肺炎疫情的持續影響導致工廠關閉和港口堵塞。股價在盤後交易中下跌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,該季度供應鏈中斷減少了約3億美元的銷售損失,並增加了1億美元的空運成本。

"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.

首席執行官索尼婭·辛格爾(Sonia Syngal)在事先準備好的講話中表示:“雖然我們進入第三季度的勢頭日益強勁,但嚴重的供應鏈逆風影響了我們完全滿足強勁客户需求的能力。”她表示,該公司將利用空運和港口多元化,為假日購物季更好地定位。

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.

維多利亞的祕密公司(Victoria‘s Secret&Co.)、Abercrombie&Fitch Co.和其他服裝連鎖店也警告稱,運輸問題和生產延誤使它們無法利用強勁的消費者需求。這些連鎖店的大部分生產都依賴於亞洲。

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,諾德斯特龍公司(Nordstrom Inc.)公佈的季度銷售額低於2019年的水平,其中包括其諾德斯特龍機架(Nordstrom Rack)離線價格鏈下降了8%。該零售商表示,供應不足影響了Rack的銷售,以及它對定價的改變。該公司表示,該公司將定價過度轉向價格較低的商品,現在正在重新增加高端產品。

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.

在勞動力和履約成本上升的情況下,運營費用大幅上升,導致諾德斯特龍的利潤低於分析師的預期。諾德斯特龍股價在盤後交易中下跌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.

數十艘遊船已經等待數週進入南加州的港口。造成延遲的原因是新冠肺炎疫情擾亂了亞洲的生產,以及零售商競相為關鍵的假日季節補充庫存導致進口激增。儘管沃爾瑪(Walmart)等少數幾家公司租了自己的船來規避延誤,但許多其他零售商卻人手不足,支付了高昂的運費。

"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首席財務官卡特里娜·奧康奈爾(Katrina O‘Connell)在與分析師的電話會議上表示:“我們大約30%的產品是在越南生產的,那裏的工廠關閉時間超過了兩個半月,大大長於最初的預期。”平均而言,該公司第三季度的庫存量比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下調了今年的銷售增長和利潤率目標。該公司表示,供應鏈中斷將導致約5.5億至6.5億美元的銷售額損失,該公司今年將在航空貨運上花費約4.5億美元。

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.

維多利亞的祕密(Victoria‘s Secret)的高管上週表示,內衣銷售商訂購的2億件假日用品中,約有9000萬件被推遲了兩到九周,有些物品可能不會在假期到達。

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.

擁有Hollister連鎖店的Abercrombie表示,由於越南工廠關閉和運輸時間延長,庫存低於計劃。該公司表示,考慮到第三季度的產品短缺,它已將營銷轉移到第四季度。

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首席財務長斯科特·利普斯基(Scott Lipesky)週二接受採訪時説,該公司在越南的工廠重新開工,最近幾周產品通過西海岸港口的速度加快了。他説:“我們並不擔心庫存問題,因為我們正在度過假期。”

Robert Barba and Suzanne Kapner contributed to this article.

Robert Barba和Suzanne Kapner對本文也有貢獻。

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

寫信給Charity L.Scott,電子郵件為Charity.Scott@wsj.com

譯文內容由第三人軟體翻譯。


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