3 Retail Stocks That Won the Holidays and Will Win in 2020
3 Retail Stocks That Won the Holidays and Will Win in 2020
The numbers are in, and Americans had another banner shopping season. According to the U.S. Census Bureau, retail sales for December clocked in at a whopping $529.6 billion. That’s nearly a 6% increase over last year’s numbers, and represents a great catalyst for retail stocks.
數字已經公佈，美國人又迎來了一個橫幅購物季。根據美國人口普查局的數據，12月份的零售額達到了驚人的5296億美元。這比去年的數字增長了近6%，對零售類股來説是一個很好的催化劑。
Even better,it doesn’t take into effectthe booming numbers realized in November, and during the Black Friday and Cyber Monday shopping periods. Collectively, it means consumers are alive and well.
更好的是，它沒有考慮到11月份以及黑色星期五和網購星期一購物期間實現的激增的數字。總體而言，這意味着消費者活得好好的。
However, the effect of rising spending hasn’t been felt across retail stocks evenly. In fact, many continue to miss on the new omnichannel, buy-online-pickup-in-store (BOPIS) shopping environment.
不過，零售類股並沒有完全感受到支出增加的影響。事實上，許多人仍然沒有對新的全方位、在線提貨到店(BOPIS)購物環境的預期。
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InvestorPlace-股票市場新聞、股票建議和交易提示
From Kohl’s (NYSE: KSS )poor overall sales numbersto Macy’s (NYSE: M )missed executionin online sales, many retail stocks suffered this holiday season — and they’ll keep suffering as the year goes on. However, for those retail stocks that get it and made some serious bank over the holiday shopping frenzy, they have the real potential to keep it going in the new year. That’s because they understand what consumers want, and how and when they want it.
從…科爾氏病(紐約證券交易所：KSS)整體銷售數字不佳梅西百貨(紐約證券交易所： M )沒有達到預期在網上銷售方面，許多零售股在這個假日季遭受了打擊--隨着時間的推移，它們還將繼續受到影響。然而，對於那些在假日購物狂潮中拿到它並賺了一些大筆錢的零售類股來説，他們有真正的潛力在新的一年裏繼續上漲。這是因為他們瞭解消費者想要什麼，以及他們想要的方式和時間。
Invest in America’s Most Trusted Brands With These 7 Stocks to Buy
用以下7只股票投資美國最受信賴的品牌
For investors, this holiday season only underscored the growing division among retailers. And in that, placing your bets on who’s getting it right is the only decision to make.
對於投資者來説，這個假日季只會突顯出零售商之間日益嚴重的分歧。在這種情況下，把賭注押在誰做對了是唯一要做的決定。
That said, here are three retail stocks that killed this holiday season — and have the potential to keep that momentum going.
話雖如此，以下是三隻扼殺了這個假日季的零售股--它們有可能保持這一勢頭。
Retail Stocks to Buy for 2020: Walmart (WMT)
2020年需購買的零售股票：沃爾瑪(WMT)
Source: BCFC / Shutterstock.com
來源：bcfc/舒特斯托克.com
I’ll admit it, while I love Amazon (NASDAQ: AMZN ) and have totally bought into their system, these days, it seems that my family is doing a fair bit of shopping at rival Walmart (NYSE: WMT ). And it turns out, I’m not alone.
According to aCNBCreport,frequency of people buying items on Amazon has gone down. Those heavy users who purchase goods on Amazon six times or more per month has dropped to 40%. That’s down from 80% recorded in 2017, showing that the winner of shoppers has been Walmart.
據CNBC報道，人們在亞馬遜上購買商品的頻率已經下降。每月在亞馬遜上購買商品六次或以上的重度用户已降至40%。這比2017年的80%有所下降，這表明消費者的贏家一直是沃爾瑪。
Thanks to its efforts across its e-commerce platform, WMT is starting to seriously turn the tide in the world of retail. And, thanks to its already in place vast distribution network, grocery pick-up operations, BOPIS and quick shipping options, Walmart has become a tour de force in the new age of retail. In fact, during its last reported quarter, online salesjumped by 41%.As Walmart gets ready to post its sales and earnings from the holiday season, expectations are already running high that the company will continue a torrid pace of growth. And there’s every reason to expect that will happen.
由於其電子商務平臺的努力，WMT開始認真扭轉零售業的局面。而且，由於其龐大的分銷網絡、雜貨提貨業務、BOPIS和快速發貨選項，沃爾瑪已經成為一家巡迴演出在新零售時代的力量。事實上，在最近一個季度，沃爾瑪的在線銷售額躍升了41%。隨着沃爾瑪準備公佈假日季的銷售額和收益，人們已經對該公司將繼續快速增長的預期很高。我們完全有理由預計這將會發生。
The company continues totry new thingswith e-commerce, and has been boosting its online grocery operations. This includes improving its produce selection and considering building so-called “dark stores” that are strictly used for online ordering and pick-up in order to reduce congestion at some its more popular store locations. Meanwhile, WMT is willing to buy out successful online retailers to boost sales and gain some valuable tech.
該公司繼續在電子商務領域嘗試新事物，並一直在提升其在線雜貨業務。這包括改進其農產品選擇，並考慮建立所謂的“暗店”，嚴格用於在線訂購和提貨，以減少一些ITS More的擁堵通俗商店的位置。與此同時，WMT願意收購成功的在線零售商，以提振銷售並獲得一些有價值的技術。
All in all, WMT has the cash to really compete in the world of online and in-store shopping. And that makes it a prime retail stock to own in 2020.
總而言之，WMT有足夠的資金在網上和店內購物領域展開真正的競爭。這使它成為2020年最適合零售的股票。
Costco (COST)
好市多(成本)
Source: Shutterstock
消息來源：Shutterstock
When your main shoppers are fanatics, it’s pretty easy to win over the holiday season and beyond. That sums up the case for warehouse club Costco (NASDAQ: COST ). Shopping at Costco remains quite the event — with plenty of one-time or limited deals, specialty products, its signature Kirkland brand and we can’t forgetthose rotisserie chickens.
當你的主要購物者是狂熱分子時，很容易贏得假日季和以後的勝利。這就總結了倉儲俱樂部的情況好市多(納斯達克：成本)。在Costco購物仍然是一件非常重要的事情--有很多一次性或有限的交易，特色產品，其標誌性的Kirkland品牌，我們不能忘記那些烤雞。
Because of this, the company continues to execute retail the right way,and that showed up in its latest holiday numbers. For the five weeks ending Jan. 5, Costco managed to report an10.5% increasein net sales. While new international stores did help on that front, the real driver was e-commerce sales. It turns out, making the pivot towards omnichannel retail is pretty simple when your operation is already based on warehouses. E-commerce growth at the chain grew by 20 percentage points over the holiday period.
正因為如此，該公司繼續以正確的方式開展零售業務，這一點在其最新的假日數據中得到了體現。在截至1月5日的五週裏，好市多的淨銷售額增長了10.5%。雖然新的國際門店在這方面確實起到了幫助作用，但真正的驅動力是電子商務銷售。事實證明，當你的業務已經以倉庫為基礎時，轉向全方位渠道零售是相當簡單的。在春節期間，該連鎖店的電子商務增長了20個百分點。
The beauty is that Costco continues to rack up members for warehouse clubs. As of the first quarter of this year, the club featured nearly 100 million members worldwide. Furthermore, their current membership renewal rate is about 91% in the U.S. and Canada, and those members send about$3.5 billion in cashinto Costco’s fees ever year.
美妙之處在於，Costco仍在為倉儲俱樂部招募會員。截至今年第一季度，該俱樂部在全球擁有近1億會員。此外，他們目前在美國和加拿大的會員續約率約為91%，這些會員每年向好市多支付約35億美元的費用。
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忘掉洛克希德·馬丁公司吧，買這5只規模較小的防務股票吧
The end result is a strong, cult-like retailer that is successfully navigating the new omnichannel environment. And because of that, Costco will continue to be one of the top retail stocks for portfolios in 2020, as it is just hitting all the right switches for further growth.
最終的結果是，一個強大的、狂熱的零售商正在成功地駕馭新的全方位渠道環境。正因為如此，Costco將在2020年繼續成為投資組合中排名靠前的零售股之一，因為它剛剛敲響了進一步增長的所有正確開關。
The TJX Companies (TJX)
TJX公司(TJX)
Source: Joe Hendrickson / Shutterstock.com
來源：Joe·亨德里克森/Shutterstock.com
Walmart is known for its low prices, and Costco is know for its fanatical customers. However, there is a way to get both with one retail stock — and that’s TJX Companies (NYSE: TJX ). For TJX, the combination is creating an amazing retailer that, despite not really having an online presence, is just killing it with shoppers.
沃爾瑪以其低廉的價格而聞名，而好市多以其狂熱的顧客而聞名。然而，有一種方法可以用一隻零售股票同時獲得兩者-那就是TJX公司(紐約證券交易所：TJX)。對於TJX來説，這一組合創造了一家令人驚歎的零售商，儘管它並沒有真正的在線業務，但卻在購物者中扼殺了它。
Operating TJ Maxx, Marshall’s, Home Goods and other store brands, TJX is a buyer of closet apparel and home furnishings. When Macy’s can’t unload full-price shirts, TJX buys them for dirt cheap. The secret is that the stores mix of goods constantly change.
經營TJ MAXX，馬歇爾‘s，家居用品和其他商店品牌，TJX是衣櫃服裝和家居用品的買家。當梅西百貨不能出售全價襯衫時，TJX會以極低的價格購買。祕訣在於，商店的商品組合不斷變化。
Because of this, it creates a sort of treasure hunt for the so-called “Maxxinistas.” They are the ones who keep coming back to the store to find high-quality merchandise at cheap prices. The strategy has worked for a long time, but is increasingly working now as consumers have become more price sensitive.
正因為如此，它創造了一種對所謂的“Maxxinistas”的尋寶行為。他們是那些不斷回到商店找到物美價廉的商品的人。這一戰略已經奏效了很長一段時間，但正在日益奏效現在隨着消費者對價格變得更加敏感。
In the third quarter, TJX Companies’ reported revenue increased by6% year-over-yearto more than $10.5 billion. Even better, foot traffic has been great, as comparative store sales grew by 4% for the quarter. This still impressive considering last year at this time, TJX saw a big 7% jump in the same metric.
第三季度，TJX公司公佈的收入同比增長6%，超過105億美元。更好的是，客流量一直很大，本季度相對門店銷售額增長了4%。考慮到去年這個時候，TJX在同一指標上大幅增長了7%，這一點仍然令人印象深刻。
Already, TJX has mentionedstrong preliminary resultsfor the holiday season. The truth is that Americans want good merchandise at deep discounts, and they are willing to go to physical retail locations to get just that.
TJX已經提到了假日季的強勁初步結果。事實是，美國人想要大幅折扣的好商品，他們願意去實體零售店購買。
With continued sales growth, strong cash flows and a growing dividend, TJX stock has the goods to keep rewarding shareholders throughout the future.
隨着持續的銷售增長、強勁的現金流和不斷增長的股息，TJX股票有能力在未來繼續回報股東。
At the time of writing, Aaron Levitt was long AMZN stock.
在撰寫本文時，Aaron Levitt是AMZN的多頭股票。
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The post3 Retail Stocks That Won the Holidays and Will Win in 2020appeared first onInvestorPlace.
贏得假期並將在2020年獲勝的Post3零售股首先出現在InvestorPlace上。
譯文內容由第三人軟體翻譯。