You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
全球零售业的危机破产、裁员、消费信心下降
格隆汇 08-07 13:27

来源:路闻卓立

随着全球经济的放缓和贸易战带来的不确定性,全球的消费支出在减少,零售商遭受打击。根据外媒报道,纽约最大的零售商Barney宣布破产。而且不仅仅是美国,澳大利亚、英国、香港等地的零售均表现不佳。

随着营收的下滑和租金的上升,纽约零售商巴尼百货(Barneys)周二申请破产保护,并挂牌出售。这是一家拥有百年历史的奢侈品零售商,根据提交的破产文件,巴尼百货的债权人包括圣罗兰、古驰、普拉达等。

巴尼百货的破产从一定程度商反映了零售业目前的境遇。早在今年5月份瑞银就在研究报告中写道,贸易战引发了美国最大零售关闭热潮。对中国商品征收更高的关税可能会迫使美国1.2万家商店在一年内关闭,逾400亿美元的销售额面临风险。

据称这家拥有约2,300名员工的零售商过去两个月一直在寻找买家或投资者,其麦迪逊大道曼哈顿旗舰店的租金大幅上涨,从每年1,600万美元涨至3,000万美元左右。随着租金的上涨,巴尼百货相继关闭了15家门店。

美国零售业的衰落的直接原因是与中国的贸易战,此前特朗普总统称要9月1日对中国剩余3000亿美元商品征收10%的关税,沃尔玛、亚马逊等公司警告称,这将使得商品价格提高,限制消费者购买,并对公司招聘造成影响。因为本次关税清单涉及众多消费品。

此前消费支出一直是美国经济的亮点。但如今7月服务业活动放缓,新订单降至三年来最低水准,暗示经济在第三季初进一步失去动能。

美国供应管理协会(ISM)发布的报告显示,7月有13个公布非增长的五个行业包括零售贸易、批发贸易和教育服务。服务业新订单指数上月降至54.1,为2016年8月以来最低。7月新出口订单指数从6月的55.5降至53.5。

ISM称,关税和就业的担忧仍在持续。

澳大利亚和英国

无独有偶,英国、澳大利亚等国家的零售业也面临着末日危机。

根据彭博报道,上周五澳大利亚也公布了零售销售数据,6月零售销售月率(季调后)录得0.4%,好于预期值0.3%,但整个二季度零售销售季率录得0.2%,弱于预期值0.3%。

分析师称,即便是澳央行降息,但薪资增长放缓,消费者信心不佳,这将使得零售销售数据难见起色。

代表主要商业街连锁店和超市的英国零售协会(British Retail Consortium)8月6日公布数据显示,7月英国销售额额同比增长0.3%,创下1995年有记录以来的同期历史记录。BRC称,实际工资增长缓慢和脱欧的不确定性是导致消费者支出疲软的主要原因。7月新车销售创下2012年以来最大降幅。英国最大的私营部门雇主、连锁超市乐购(Tesco)今年早些时候裁员数千人,根据路透报道,今年7月又将裁员4500人。

巴克莱信用卡(Barclaycard)的调查表示,在过去一个月里,认为自己仍能安心购买大宗商品的消费者比例从60%降至54%,而对失业的担忧则升至两年多来的最高水平。

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account