“網絡星期一”已過,購買力遭吞噬下美國假日購物戰況如何?
智通財經APP獲悉,全美零售聯合會(NRF)稱,從感恩節到“網絡星期一”,美國假日購物者的人數達到創紀錄的1.967億。這一數字超過了去年感恩節假期週末的1.79億人次。
NRF表示,整個假日購物季的銷售情況有望達到其預測。它預計假日銷售將比去年增長6%至8%,達到9,426億美元至9,604億美元之間。其中一些增長將來自近四十年來的高通脹。NRF將假日季節定義爲11月1日至12月31日。該銷售預測不包括在汽車經銷商、加油站和餐館的支出。
美國消費者在週末平均花費約325美元購買與節日有關的物品。這比去年的平均數301美元要高。NRF首席執行官Matt Shay指出,過去的這個週末最大的收穫是,消費者渴望再次迴歸線下購物。超過1.227億人在週末訪問了實體店,比2021年躍升了17%。
來自Adobe Analytics的數據顯示,在假期購物週末的這一關鍵日子裏,在線支出創下了歷史新高。Adobe Analytics追蹤了零售商網站的銷售情況,其發佈的數據顯示,黑色星期五的在線銷售額達到91.2億美元,網絡星期一的銷售額達到113億美元。
但是,出現更高的銷售總額和更多的假日購物者可能是多種因素造成的。這可能表明,消費者願意購買商品,但前提是商品要進行大幅打折。這也可能預示着假日購物將回歸到新冠疫情前的模式,即人們在黑色星期五和聖誕節前的最後衝刺階段集中購買禮物。
或者這也可能預示着2023年將面臨更大規模的挑戰。如果美國民衆通過削減儲蓄率和積累大量信用卡債務,或通過“先買後付”的方式來爲瘋狂購物提供資金,這可能會使他們在未來幾個月內的支出減少。
美國家庭正在感受到消費價格上漲帶來的壓力,上月美國消費者物價指數同比上漲7.7%,仍接近40年高位。自去年10月以來,人們在工作場所和學校購買的食品價格幾乎翻了一番。雞蛋和黃油等產品價格上漲了1/3以上,牛奶、麪包和家禽價格上漲了15%。運輸成本增長了28%,汽油價格上漲了17.5%。
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