I-Walmart, i-Home Depot iqala ukuthola imali yokudayisa kuleli sonto

Ngemuva kokuhlomula ekuthengeni kwenkathi yobhubhane, abathengisi balungiselela isheke langempela.

I-Walmart futhi Idepho Yasekhaya izoqala isizini yenzuzo yokudayisa ngoLwesibili ngokwabelana ngemiphumela yekota yeholide. Abanye abathengisi abanegama elikhulu bazolandela, okuhlanganisa nabadlali bebhokisi elikhulu abafana Ithagethi futhi Best Thengakanye nezitolo ezinkulu njenge I-Macy’s futhi Igebe.

Imibiko yezinkampani izofika njenge ukwesaba kokuwohloka komnotho hlanganisa unyaka ozayo. AmaMelika anjalo ekhathazeke kakhulu mayelana ukwehla kwamandla emali manje kunokuba bekhuluma nge-Covid. Abantu bakhetha ukuchitha imali eningi ekudleni, ekuhambeni nakwezinye izinkonzo kuyilapho benciphisa impahla. Amazinga enzalo aphezulu ukusongela imakethe yezindlu.

Ukwehla kokukhula kokuthengisa nakho kubonakala kungenzeka ngemuva kokwenyuka okubukhali kweminyaka emithathu edlule.

Kubatshalizimali, ukuphela koshukela wezitolo kuletha isithombe esixubile. Izinkampani zingabelana ngemibono yokuthengisa enesizotha. Nokho amajikijolo enzuzo enempilo angaba ulayini olusiliva, njengoba izindleko zempahla ziwa futhi abathengisi banempahla edayiswayo encane okumele bayibeke phansi. Ngaphezu kwalokho, izinkampani ze-walmar zingase zibe nezinhlelo zokusebenzisa imali eziqaphe kakhulu, ama-oda amancane kanjalo nokuqasha okunejubane. Lokho kungakhuphula amamajini enzuzo, ngisho noma abathengi bengachithi imali ngokukhululeka.

“Umhlaba ugxile entuthukweni ephezulu,” kusho uDavid Silverman, umhlaziyi wezitolo kwa-Fitch Ratings. “Abahlanganyeli abaningi bemakethe bagxile ekutheni imali engenayo iyini imali engenayo.”

Kodwa, wengeza, “yinzuzo yokusebenza engabuya kahle kusukela ku-2022 onzima.”

USilverman uthe amasu abathengisi aseshintshile kusukela ngonyaka odlule. Bese, babhejela ekuthengisweni okuphezulu okuba yinto entsha evamile futhi benza ukubheja okuyingozi, kusukela ekufakeni ama-oda amakhulu kuya ekukhokheni okwengeziwe ukuze kusheshiswe ukuthunyelwa. Lokho kulimaza amamajini ezinkampani, njengoba okuthengiswayo okungadayiswanga kugcwala endaweni yokukhipha imvume futhi izindleko zenyuka, kanye nokuthengisa.

Abathengisi abambalwa sebevele bahlole kuqala imiphumela yamaholide. I-Macy’s uxwayise ngokuthi ukuthengiswa kwekota yeholide kuzongena ohlangothini olulula kokulindelweyo. Kusho uNordstrom ukuthengisa okubuthakathaka nokunye kokumaka yalimaza imiphumela yayo kaNovemba noDisemba. Lululemon uthe izilinganiso zenzuzo zizoba ngaphansi kunalokho obekulindelwe, njengoba umthengisi wezimpahla zezemidlalo ehlanganisa i-inventory ngokweqile.

Imiphumela yamaholide emboni yonkana yehle ngaphansi kwalokho obekulindelekile, futhi, ngokusho kweNational Retail Federation. Ukuthengisa ngoNovemba nangoDisemba kukhule ngo-5.3% unyaka nonyaka kwafinyelela ku-$936.3 billion, ngaphansi kwesibikezelo seqembu elikhulu labahwebi sokukhula okuphakathi kuka-6% no-8% ngonyaka odlule. Ekuqaleni kukaNovemba, i-NRF yaba nayo ukusetshenziswa kwemali elinganiselwa ku-$942.6 billion kanye nezigidigidi zamaRandi angama-960.4.

Abaholi bezitolo babhekisise imikhondo, njengoba belungiselela unyaka wezimali ozayo. (Iminyaka yezimali yabathengisi abaningi iphela ngoJanuwari.)

Isikhulu seMacy uJeff Gennette utshele i-CNBC ngenyanga edlule ukuthi opharetha besitolo somnyango babone abathengi abambalwa bamaholide bezithengela izinto ngesikhathi bethenga izipho. Uthe lokho kuthenga okuphansi “kungaphezu kokuqeda izindaba ezinhle ebesizithola ngesikhathi siphana izipho nangezikhathi.”

Idatha yekhadi lesikweletu lenkampani ikhanyise izimpawu eziyisixwayiso, futhi, wengeza: Ibhalansi yamakhasimende kumakhadi esikweletu ka-Macy’s, e-Bloomingdale kanye nama-branded American Express ayenyuka futhi amaningi alawo bhalansi athwalwa ngenyanga ezayo kunokuba akhokhelwe.

“Uma sibheka i-credit portfolio yethu, unekhasimende elingena ngaphansi kwengcindezi enkulu,” usho kanje.

Abanye abathengisi sebevele benze izinyathelo ezinzima ukulungiselela lokho okungaba unyaka onzima. Umthengisi kanokusho uNeiman Marcus kanye no-Saks.com, umthengisi we-e-commerce isuka ezitolo zakwa-Saks Fifth Avenue, bobabili baye badilizwa muva nje. I-Stitch Fix uxoshiwe I-20% yabasebenzi bayo bezinkampani. I-Wayfair uxoshiwe I-10% yabasebenzi bayo emhlabeni jikelele. I-Amazon waqala ukunciphisa abasebenzi abangaphezu kuka-18,000kuhlanganise eziningi esigabeni sayo sokudayisa.

I-Bath Bed & Beyondesixwayise ngokuqothuka okungenzeka, muva nje unciphise abasebenzi bayo njengoba iphinde ivale Izitolo zayo ezingama-namesake eziyi-150.

Ithagethi ngoNovemba yathi izonciphisa izindleko ezifika ku-$3 billion eminyakeni emithathu ezayo, njengoba ixwayise ngenkathi yamaholide ehamba kancane. Ayizange inikeze imininingwane ethile ngalolo hlelo. Inkampani izobika imiphumela yayo yekota yesine ngoFebhuwari 28.

Abaholi abaningi bezitolo bathi balindele izindlela zokunciphisa izindleko zabasebenzi babo ezinyangeni eziyi-12 ezizayo, futhi, njengokuqasha izisebenzi zesikhashana esikhundleni sabasebenzi besikhathi esigcwele, ngokocwaningo lwabaphathi bezitolo abangama-300 ngoDisemba ngokubonisana nenkampani i-AlixPartners. Amaphesenti angu-37 athi alindele ukukhushulwa okuhamba kancane noma ukukhushulwa esikhundleni kanti u-28% uthe balindele ukwehlisa izinzuzo ezinkampanini zabo ngonyaka ozayo.

Kulabo abahloliwe, u-19% uthe ukudilizwa kwenzeke ezinkampanini zabo ezinyangeni eziyi-12 ezedlule kanti u-19% uthe balindele ukuthi kuzodilizwa ezinyangeni eziyi-12 ezizayo.

UMarie Driscoll, umhlaziyi ohlanganisa ubuhle, ukunethezeka nemfashini wenkampani eluleka ngokudayisa i-Coresight Research, uthe ulindele ukuthi izinkampani zinikeze ezinye izinto zolayini ukubhekisisa, njengokuthunyelwa kwamahhala nokubuyisela, kanye nezindleko zokumaketha ngedijithali.

Njengoba amanani enzalo enyuka, uthe abathengisi bangase “bathole inkolo yokusebenza.”

“Abadayisi babheka amabhizinisi abo bathi akuwona wonke amadayisi okufanele abe nawo,” kusho yena. “Ukuthi kunezindleko zangempela zemali kushintsha indlela izinkampani ezibheka ngayo ibhizinisi labo.”

Nokho ezinye izinto zisasebenza ngokuvuna abathengisi, esho. Imakethe yezabasebenzi eqinile inganikeza abathengi ukuzethemba ekusebenziseni imali, njengoba ukwehla kwamandla emali kusalokhu kushisa. Abantu bagqoka futhi bathenge amakha njengoba bephuma futhi, isici okungenzeka sibe nayo kukhuphule ukuthengiswa kwezitolo kukaJanuwari kanye nokusebenzisa imali eningi ezindaweni zokucima ukoma nezindawo zokudlela.

Uthe inkathi yokuhola izoletha izimanga futhi ikhombise ukuthi yiziphi izinkampani ezingasebenzisa amanzi e-choppier. NikeNgokwesibonelo, yaphakamisa umbono wayo ngemuva kokwengeza okulindelwe yi-Wall Street ngoDisemba.

“Okuningi kuncike kumthengi wabo namandla omkhiqizo wabo,” kusho uDriscoll. “Amandla akhona.”