Walmart, Gap, Nordstrom Unnerve Investors Ahead of Crucial Holiday Season

Bloomberg2021-11-25

Few winners are emerging from a rough stretch of retail earnings. Chains from Gap Inc. to Nordstrom Inc.say they can’t capitalize on heightened demand this holiday season as supply-chain disruptions ...

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精彩评论

ND80
2021-11-25
ND80
K
Lanying
2021-11-25
Lanying
O
- Lanying:
  O
Tgbdisciple
2021-11-25
Tgbdisciple
Cool
- Tgbdisciple:
  interesting
Botak Tur
2021-11-25
Botak Tur
Ok
- Botak Tur:
  K
dception
2021-11-25
dception
Uhoh
YoshiR
2021-11-25
YoshiR
Supply chain issues are rampant. How to solve this?
- Sushil:
  Good good.
- dception:
  o

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And for companies large and small, maintaining or expanding staffing levels adds to the headaches -- and cost.\nThe U.S. retail industry is entering the busiest shopping season of the year under a cloud of doubt despite a mostly favorable economic backdrop. Consumer spending ispowering aheadeven as the inflation rate reaches a three-decade high. The question is how much retailers will profit from what’s expected to be record holiday shopping.\n“The consumer is in great shape, and the consumer’s willingness to spend is very high,” said Brian Yarbrough, an analyst at Edward Jones. “The bigger issue is supply-chain cost and product availability.”\nIt’s not all bad news. For all the carnage this week, Wall Street has hardly abandoned retailers. Since Nov. 12, a broad S&P 500 retail index has advanced 2.5%, reflecting in part the outlook for strong consumer spending. Year-to-date, the index is up 25%, the same as the S&P 500 overall.\nHome Depot Inc.has jumped 11% during that period and surpassed Walmart in market value, bolstered by sustained demand from do-it-yourselfers and the U.S. housing industry.Dollar Tree Inc.has led the industry with a 30% surge in the span, thanks to its plan to ditch its namesake price point and start charging $1.25 for most of its products.\nThere’s little question that consumers are reaching for their wallets. Online consumer spending jumped 20% this month through Tuesday in a sign that holiday shopping has started early,accordingto the Adobe Digital Economy Index.\nDuring the last two months of the year, U.S. e-commerce spending is expected to climb 10% to a record $207 billion, Adobe said. According to the National Retail Federation, total holiday saleswill rise8.5% to 10.5% from 2020 to reach as much as $859 billion.\nExtra Costs\nBut satisfying that demand is likely to prove expensive. Walmart and Target chartered their own cargo ships to sidestep some of the supply-chain snarls. That helped them bolster inventory, fueling confidence that their shelves will be well stocked. But the extra costs contributed to declines in their gross margin, a key measure of profitability, which rattled investors.\nNike Inc.said higher air-freight costs during the holiday season would crimp profitability. Switching to air freight from ocean transportation was a drag on Gap, too. And even after putting more merchandise on planes, Gap still suffered from “acute supply-chain headwinds” that left the company unable to take advantage of strong demand, Chief Executive Officer Sonia Syngal said.\nSupply problems also felled Nordstrom, which ran short of key items such as women’s shoes and apparel at its Rack off-price chain. Gap and Nordstrom both fell the most on record in Wednesday trading.\nWith slow transportation causing delays in product shipments, many retailers will have less time to sell their goods before Christmas. Gap, for example, “may have to engage in promos if demand slows, partially undoing the inventory rationalization efforts through last year,” Cowen & Co. analyst Oliver Chen said in a report.\nTo be sure, demand doesn’t appear poised for a slowdown during this holiday season. But if shoppers start to retrench next year amid a broad rise in costs, the road for retailers may get 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chain issues are rampant. How to solve this?","listText":"Supply chain issues are rampant. How to solve this?","text":"Supply chain issues are rampant. How to solve this?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/874591874","repostId":1110541304,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6905560,"gmtCreate":1639008437760,"gmtModify":1639008437792,"authorId":3582968219722259,"author":{"id":3582968219722259,"idStr":"3582968219722259","authorId":3582968219722259,"name":"Sushil","avatar":"https://static.tigerbbs.com/d0cc7affdc757cea93c79a14c571cfdd","vip":1,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":874591874,"type":1,"supId":0,"prevId":0,"content":"Good good.","text":"Good good.","html":"Good good."},{"id":6713824,"gmtCreate":1637799287273,"gmtModify":1637799287305,"authorId":3581496552467880,"author":{"id":3581496552467880,"idStr":"3581496552467880","authorId":3581496552467880,"name":"dception","avatar":"https://static.tigerbbs.com/659a796d55198d3f2229bacc90feaaba","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":874591874,"type":1,"supId":0,"prevId":0,"content":"<u>o</u>","text":"<u>o</u>","html":"<u>o</u>"}],"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":51,"commentSize":6,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1110541304"}