Riaan Isitolo somnyango esiqondiwe eNorth Miami Beach, eFlorida, Meyi 17, 2023.
Joe Raedle | Izithombe ze-Getty
Ukuthengwa kwegrosa okwengeziwe, amaphrojekthi ambalwa wokuzenzela wena ngokwakho kanye nokuchitheka kwegazi ngomzuzu wokugcina esitolo.
Kuleli sonto, ezinye zezitolo ezinkulu ezweni zibike imali engenile futhi zachaza ukuthi amakhasimende abo athenga kanjani. Njengoba Idepho Yasekhaya, Ithagethi futhi I-Walmart zibike ukuthengiswa kwazo kwekota kanye nemibono eyabiwe yonyaka ogcwele, izinkampani zinikeze imikhondo yakamuva mayelana nempilo yomthengi waseMelika futhi zahlola kuqala lokho okungase kube khona emnothweni.
Abanye abathengisi abancane nabo banikeze izimpawu eziyisixwayiso zekota yamanje kanye nalo nyaka.
Isonto elizayo lizonikeza ukuqonda okwengeziwe ngemboni yokudayisa kanye nomnotho. Best Thenga, I-Lowe’s, I-Costco, I-Dollar Tree futhi I-Kohl ziphakathi kwemali etholwayo. Abanye abathengisi benxanxathela yezitolo nabo babika amaholo, okuhlanganisa Igebe, Ukhozi lwaseMelika futhi I-Abercrombie & Fitch.
Nazi ezinye izingqikithi ezisafufusa.
Amathrendi wokuthengisa abe buthakathaka
Kuze kube manje, okungenani abathengisi abahlanu – Target, Walmart, I-tapestry, I-Bath & Body Works futhi Ikhabethe Lonyawo – bakhulume mayelana nezimo zokuthengisa eziya ziba zimbi ezweni lonke.
Njengoba isikhathi sezinyanga ezintathu siqhubeka, abathengi basebenzise imali encane, ikakhulukazi ekuthengiseni ngokuzithandela, kusho isikhulu esiphezulu seTarget uBrian Cornell ocingweni nabatshalizimali. I-Walmart ibone iphethini efanayo.
Bobabili abathengisi abakhulu babike ukwehla okukhulu kokuthengisa ngemuva kukaFebhuwari.
Isikhulu Esiphezulu Sezezimali eWalmart uJohn David Rainey uthe ukwehla, ngokwengxenye, kube ukuphela kwezinzuzo zeSNAP ezihlobene nobhubhane kanye nokwehla kwembuyiselo yentela.
UCornell uthe imicimbi ebambe izihloko ezihlokweni ingase iphazamise ukuzethemba kwabathengi. Uveze inkinga yamabhange ngoMashi. I-Silicon Valley Bank yawa ngaleyo nyangaokubangela ukwesaba kwezinkinga zomnotho ezibanzi.
I-Bath & Body Works wabona ukuthengisa kwehla ngoMashi. Nokho, ukuthengisa kuphinde kwatholakala ngo-Ephreli njengoba umthengisi ephendukela kubhuku lokudlala elivamile: amaphromoshini. Kube namandla njengoba amakhasimende esebenzise imali emicimbini yokuthengisa ngasekupheleni kwekota, kusho uCFO Wendy Arlin ocingweni lokuhola ngoLwesine.
I-Foot Locker iphinde yathi kungase kudingeke ukuthi ikhuthaze abathengi ngama-markdown kuze kuphele unyaka. Le nkampani isike isibikezelo sayo sonyaka wonke ngoLwesihlanu, njengoba kunjalo amaholo abikiwe lokho akulindelekile. I-CEO uMary Dillon esitatimendeni uthe, “ukuthengisa sekwehlile ngokuphawulekayo ngenxa yesimo esinzima somnotho omkhulu.”
Ocingweni nabatshalizimali ngoLwesihlanu, uDillon uthe ukuthengiswa komdayisi wamateki kulinyazwa ukubuyiselwa kwemali kwentela okuphansi kanye nokwehla kwamandla emali okuphakeme njengoba amakhasimende echitha imali eningi ekudleni nasezinkonzweni. Ngenkathi ethi ukuthengisa kuphinde kwakhuphuka ngo-Ephreli, “akuzange kube ngcono ngendlela ebesiyilindele, futhi lobo buthakathaka buqhubekile kwaze kwaba nguMeyi.”
Abanye abathengisi abambalwa ababike izinzuzo babe nezici ezithile ezibavuna.
Ngenkathi i-Tapestry, inkampani engumzali ka-Coach no-Kate Spade, ibika amaholo ngesonto eledlule, inkampani yathi ukuthengisa kuye kwathamba njengoba ikota iqhubeka futhi ngo-Ephreli njengoba abathengi beqapha kakhulu.
Kepha kunento eyenza abanye abathengisi bangabi nayo: Ibhizinisi elikhulayo e-China nakwezinye izimakethe zamazwe omhlaba ukulungisa okunye kwalokhu kuthengiswa okuthambile.
I-Home Depot inqande umkhuba wokuthengisa ohamba kancane, kodwa lokho kungase kudingeke kwenze okwengeziwe ngalokho ekunikezayo kunempilo yomthengi.
Intwasahlobo yisikhathi esiphezulu sokuthuthukiswa kwekhaya. Ukuthengiswa okufanayo komthengisi e-US kwehle ngo-4.6% kwikota uma kuqhathaniswa nesikhathi esidlule. NgoFebhuwari, ukuthengiswa kwayo okuqhathaniswayo kwehle ngo-2.8%. UMashi ubeyinyanga yawo ebuthakathaka kakhulu kwikota, njengoba ukuthengiswa okufanayo kwehle cishe ngo-8% unyaka nonyaka e-US
Izinkambiso ze-Home Depot zazisezimbi ngo-Ephreli kodwa zibone ukuthuthuka okuncane njengoba ukuthengiswa okufanayo kwehle ngo-3.7%, ngokusho kuka-CFO Richard McPhail. Amakhasimende kungenzeka ukuthi abethenga izinto eziningi zasentwasahlobo njengezitshalo zasebhodweni.
Ukwehla kwamandla emali kuseyisici esibalulekile
Ukwehla kwamandla emali iyakhululeka, ngokombiko woMnyango wezabaSebenzi kule nyanga. Nokho, lokho kuyinduduzo ebandayo kubathengi abasakhokha kakhulu esitolo kunaseminyakeni embalwa edlule.
Amanani aphakeme anenkani, ikakhulukazi okudla, ayifu elivunguvungu elilenga emindenini eminingi ethenga e-Walmart, futhi ligasele embonini yokudayisa iyonke, kusho isikhulu esiphezulu se-Big-box giant uDoug McMillon. Vuliwe ucingo nabatshalizimali NgoLwesine, ubize ukwehla kwamandla emali okuqhubekayo “ngezinye zezinto ezibalulekile ezidala ukungaqiniseki kithi engxenyeni engemuva yonyaka.”
“Sonke sidinga lawo manani ukuze ehle,” esho ocingweni. “Amazinga e-inflation aqhubekayo kulezi zigaba, ahlala isikhathi eside kangaka, akhathaza eminye yemindeni esiyisebenzelayo.”
Isibonelo, uthe izindleko zokuthengiswayo ezijwayelekile e-US zingaphansi konyaka odlule, kodwa zisengaphezulu kuneminyaka emibili edlule. Ezigabeni zegrosa eyomile nezisebenzisekayo, i-Walmart ibona amanani aphezulu edijithi eyodwa ukuya kwezindleko eziphansi ezinamadijithi amabili ezintweni ezifana nephepha lasendlini yangasese noma amathawula ephepha. Ngokudla, ukwehla kwamandla emali kukhuphuke ngaphezu kuka-20% eminyakeni emibili, ngokusho kukaRainey weWalmart.
Umthengi uphequlula ingxenye yamaqanda esitolo se-Walmart e-Santa Clarita, eCalifornia.
Mario Anzuoni | AmaReuters
I-Walmart izwa ukwehla kwamandla emali nakuba isesimweni esingcono sokuphatha izindleko eziphakeme kunabanye abathengisi.. Njengomdayisi omkhulu wezwe kanye negrosa enkulu kunazo zonke, i-Walmart ingasebenzisa isikali sayo ukwenza okuthengiswayo okunelebula yangasese noma ixoxisane. nabathengisi phezu kwenani.
Into eyodwa engavamile eyehle kakhulu ngentengo? Izingodo. Idepho Yasekhaya ibalule ukwehla kwentengo okubukhali njengento ebambe iqhaza ekuphuthelweni kwemali engenayo yekota yokuqala.
Eziningi zezinye izigaba, nokho, ukwehla kwamandla emali kusashayela amakhasimende amathikithi aphezulu, kusho isikhulu se-Home Depot u-Ted Decker ocingweni lokuhola ngoLwesibili.
Abathengi bachitha ngezidingo, hhayi abakufunayo
Ithagethi, i-Home Depot kanye ne-Walmart zonke zibone iphethini ebonakalayo: izinto ezimbalwa ezibizayo nezijabulisayo ezinqoleni zokuthenga.
E-Home Depot, amakhasimende athenge izinto ezimbalwa zamathikithi amakhulu njengezinto zikagesi nama-grill engxenyeni yokuqala yezimali.
Amaphrojekthi asekhaya nawo athobeke kakhulu, kusho uDecker ocingweni lwabatshalizimali. Osonkontileka nabanye ochwepheshe basekhaya babone ushintsho ukusuka ekuhlelweni kabusha kwesilinganiso esikhulu ukuya ekulungiswa kabusha nokulungisa okuncane.
U-Decker uthe ukugxila okukhulayo kwabathengi enanini kungaba nomthelela kulelo shifu, kanye nokukhuphuka kwemali ekusetshenzisweni kohambo, ukuyodla ezindaweni zokudlela nakwezinye izinkonzo. Ubuye wengeza abanye abanikazi bezindlu asebevele benza amaphrojekthi amakhulu futhi bathenga izinto zasekhaya ezinenani eliphakeme ngeminyaka yokuqala yobhubhane lwe-Covid-19, okushiye okuncane ukuthi bakwenze noma bakuthenge manje.
Umkhuba wadlulela ngalé kokuthuthukiswa kwekhaya.
Amakhasimende e-Walmart asekhethe kakhulu lapho ethenga izinto zikagesi, ama-TV, izinto zasekhaya nezingubo, uRainey utshele i-CNBC. Lezi zimpahla sezithengwa kakhulu kanti uma amakhasimende ezithenga ajwayele ukulinda ukudayiswa, esho.
Kwa-Target, ukuthengiswa kwehle emikhakheni ethile yokuzikhethela kwaze kwaba ngamadijithi aphansi aphindwe kabili njengoba amakhasimende ethenge izingubo ezincane zokugqoka kanye nemihlobiso yasekhaya, kusho iChief Growth Officer uChristina Hennington ocingweni lwabatshalizimali. Igrosa nezinto ezibalulekile zenze ingxenye enkulu yokuthengiswa kwekota yomthengisi.
Okukodwa okuhlukile? Ubuhle. UHennington uthe umkhakha wonobuhle kaTarget uqine kakhulu kwikota yokuqala yezimali. Ukuthengisa kukhule maphakathi nentsha unyaka nonyaka, okubonisa ukuthi abathengi basazimisele ukugcwalisa ikesi lezimonyo futhi bathole ishubhu elisha le-lipstick.
Isimo sezulu esinciphile isidingo (ngokoqobo)
Isimo sezulu asizange sivune abathengisi, okungenani okwamanje.
Njengoba isimo sezulu sishintsha sifudumele futhi libalele, lingakhuthaza abathengi ukuthi bathenge izingubo zasehlobo, amathawula olwandle noma izinto zokulima.
Kodwa-ke, i-Home Depot ithe isimo sezulu esipholile nesishisayo eCalifornia kanye nezingxenye zasentshonalanga ye-US zithengisiwe, okunomthelela ekuphutheni kwayo okukhulu kwemali engenayo eminyakeni engaphezu kwengu-20.
I-Walmart ilangazelela isimo sezulu esifudumele futhi. I-Sam’s Club ibone ukuthengiswa okuhamba kancane kwamasethi egceke, mhlawumbe ngenxa yesimo sezulu esizofika kamuva entwasahlobo, kusho isikhulu sayo uKath McLay ocingweni lwabatshalizimali. I-Walmart ibone ukwehla okukhulu ekuthengisweni kwama-air conditioner ezitolo zayo ezinkulu, kusho uCFO Rainey.
“Sesilungele ukuthola isimo sezulu sasentwasahlobo noma sasehlobo,” esho ocingweni ne-CNBC.
Uthagethi uphawule ukuthi ibheke ngabomvu enye isizini ezayo: ukubuyela esikoleni.
Umenzi wesaphulelo ulindele ukuthola umfutho wokuthengisa engxenyeni engemuva yonyaka ngenxa yesizini enkulu yokuthenga, kusho uHennington ocingweni lwabatshalizimali. Uthe ukubuyela emakilasini nasezindlini zasekolishi kubangela ukuthengiswa cishe kuyo yonke iminyango yezitolo zabo, kusukela ezithakweni zokudla kwasemini emaphaseji ezitolo kuya kwezimpahla ezintsha zomnyango wezingubo zezingane.
Abathengi sebeyimizuzu yokugcina
Abathengisi bangase basho isikhathi eside ezinsukwini zokuqoqa isitoko nokuthenga ngaphambi kwesikhathi.
Abaholi benkampani bathe kunezimpawu zokuthi abathengi babuyela kwezinye zezindlela zabo zakudala.
E-Sam’s Club ephethwe yi-Walmart, uMcLay uthe abathengi abavele bakhethe amaphuzu amanani aphansi. Baphinde bathenge ngokuhamba kwesikhathi izinto zesizini. Isibonelo, uthe, amakhasimende abejwayele ukuthenga ifenisha yasevulandi ngokushesha nje lapho isimisiwe ezitolo.
“Manje sibona abantu belinda isizini ngemuva kwesikhashana,” kusho yena.
Uthe kube nephethini efanayo nasekuthengisweni koSuku Lomama.
UMcLay uthe lokho kungase kubonise ukuthi abantu sebebuyele emikhubeni yokuthenga ka-2018 no-2019. Lo mkhuba ungase ugqugquzelwe ukungabaza kwabathengi ukuvula izikhwama zabo zemali noma ngenxa yokuthi abakhathazekile kangako ngezinto eziphelelwe isitokwe – noma inhlanganisela.
Kwa-Target, abathengi baphinde bamukele ukuthambekela okuthe xaxa kokuhlehlisa izinto, ikakhulukazi ezimpahleni zokuzikhethela njengezingubo.
“Izivakashi ziyashintsha ukuze zithenge ngesikhathi kakhulu kulezi zigaba, njengoba zilinda kuze kube yizikhathi zokugcina ngaphambi kwemicimbi ebalulekile yokutshala imali ekuhlobiseni okusha noma ekuvuseleleni amakhabethe,” kusho u-Hennington ocingweni lokuhola.
