美零售商爭相舉辦假日促銷活動 瑞銀:來年消費悲觀 經濟放緩快將出現
美國連鎖超市Target(TGT.US)計劃於10月1日至7日舉辦Circle Week促銷活動,希望早於亞馬遜(AMZN.US)Prime Day和Walmart(WMT.US)假日活動之前搶攻客戶。
Best Buy(BBY.US)周二表示,計劃在今年10月開始年度假期促銷活動,而不是等待11月黑色星期五,成為零售商面臨困境的最新跡象。
亞馬遜將於10月10日和10月11日Prime Day促銷,Walmart則於10月9日至10月12日假期活動。
瑞銀分析師Jay Sole 表示,7月和9月對消費者及其假期支出計劃進行的調查發現,計劃本季度減少支出的百分比較上一季度上升840個點子,增加支出百分比僅上升340個點子,並稱500個點子的利差是 12年來第二高。
瑞銀分析師對近期和未來12個月消費持悲觀看法,主要是通脹仍然是許多消費者的擔憂,加上各種刺激計劃的結束,包括10月恢復學生貸款支付,多達1,400萬美國人的醫療補助計劃及加州95億美元的財政刺激計劃將終止,以及美聯儲加息對美國經濟的長期影響。
瑞銀報告稱,經濟放緩相信是未來6至12個月內將出現。
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