1. USA
Husholdningsbeholdningssalgsforhold vækst, tøjstabilitet
In March, the inventory/sales ratio of clothing and apparel stores in the United States was 2.29, a slight increase of 0.9% compared to the previous month; Inventory/salgsforholdet mellem møbler, boligindretning og elektroniske butikker var 1,66, en stigning på 2,5% sammenlignet med den foregående måned.
3. Japan
Macro: According to the March household income and expenditure survey recently released by the Japanese Ministry of General Affairs, the average monthly consumption expenditure of households with two or more people in 2023 (April 2023 to March 2024) was 294116 yen (approximately RMB 14000), a decrease of 3.2% compared to the previous year, marking the first decrease in three years. Hovedårsagen er, at priserne er steget i lang tid, og forbrugerne holder fast på deres tegnebøger.
5. Australien
6. Retail Business Performance
Lululemon
Lululemon's revenue for the fiscal year 2023 increased by 19% to $9.6 billion, net profit increased by 81.4% to $1.55 billion, and gross profit margin was 58.3%. The company stated that its revenue and profit were lower than expected, mainly due to weakened demand for high-end sports and leisure products in North America. Virksomheden forventer en omsætning på 10,7 milliarder dollars til 10,8 milliarder dollars for regnskabsåret 2024, mens analytikere forventer, at det er 10,9 milliarder dollars.
Macy's
Puma
Ralph Lauren
American sports brand Andemar announced its full year results for the fiscal year ended March 31, 2024, with revenue falling 3% to $5.7 billion and profit of $232 million. By category, clothing revenue for the year decreased by 2% to $3.8 billion, footwear by 5% to $1.4 billion, and accessories by 1% to $406 million. In order to strengthen the company's operational efficiency and restore performance growth, Andema announced layoffs and reduced third-party marketing contracts. I fremtiden vil det reducere salgsfremmende aktiviteter og fokusere virksomhedens udvikling på sin kerne -mænds tøjvirksomhed.
Walmart
Zalando