大摩：Lululemon(LULU.US)成“黑五”最大赢家塔吉特(TGT.US)表现不及预期

智通财经2022-11-29

智通财经APP注意到，根据摩根士丹利的数据，Lululemon(LULU.US)，美鹰服饰(AEO.US)和维密(VSCO.US)被评为“这个黑色星期五最大的赢家”。根据银行的渠道调查，Lululemon的客流量“在整个商场中明显突出”，尽管折扣更少，但在光顾的地方明显排起了长队。此外，维密核心品牌的强劲销售抵消了零售商PINK品牌明显的增长放缓。最后，美鹰服饰和Abercrombie & ...

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Target (TGT.US) did not perform as expected","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TGT":1,"LULU":1},"content_text":"智通财经APP注意到，根据摩根士丹利的数据，Lululemon(LULU.US)， 美鹰服饰(AEO.US)和维密(VSCO.US)被评为“这个黑色星期五最大的赢家”。根据银行的渠道调查，Lululemon的客流量“在整个商场中明显突出”，尽管折扣更少，但在光顾的地方明显排起了长队。此外，维密核心品牌的强劲销售抵消了零售商PINK品牌明显的增长放缓。最后，美鹰服饰和Abercrombie & Fitch的核心品牌在黑色星期五假日迎来了强劲的客流量和在线销售。大摩分析师表示，“在我们看来，这意味着这些零售商的品类可能与消费者产生共鸣，并允许这些品牌广告带来相对更有利可图的黑色星期五销售。”相比之下，阿贝克隆比&费奇(ANF.US)的Hollister品牌、Gap(GPS.US)的旗舰品牌和Banana Republic品牌被认为是零售日的“相对输家”。尽管打折幅度很大，但这些品牌的客流量依然疲软，引发了人们对各零售商第四季度销售额和利润率的担忧。大摩表示，“展望黑色星期五之后的未来，我们担心消费者可能会推迟进一步的假日消费/购物，直到零售商再次提供更大的折扣。从历史上看，当我们看到消费者在零售商库存过剩的情况下犹豫不决时，零售商通常会首先做出反应，大幅降价以清空多余的库存。”“在我们看来，这意味着未来5周折扣活动可能会恶化。这将带来巨大的利润率压力，并使我们对零售商本假日季的利润前景保持谨慎。”在其他地方，沃尔玛(WMT.US)和Five Below被列为客流量高于平常水平的零售商，而Ulta Beauty则出现了较低的客流量。塔吉特(TGT.US)的表现“最让团队惊讶”，因为尽管打折了，但客流量仍然很低。假日销售提前开始被认为是消费者对黑色星期五折扣兴趣降低的一个可能因素。","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":1,"commentSize":0,"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":"4.22.4","shortVersion":"4.22.4","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/2287954721"}

大摩：Lululemon(LULU.US)成“黑五”最大赢家 塔吉特(TGT.US)表现不及预期

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大摩：Lululemon(LULU.US)成“黑五”最大赢家塔吉特(TGT.US)表现不及预期