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2021-11-15
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Santa Claus is coming to town – but at what cost to Walmart and Target?<blockquote>圣诞老人要来镇上了——但是沃尔玛和塔吉特要付出什么代价呢？</blockquote>
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Shipping logjams, shuttered factories in China and Vietnam, and a scarcity of raw materials have ripped through supply chains in the United States in recent months, and left companies scrambling to make sure they have enough product for the crucial holiday shopping season.</p><p><blockquote>在疫情带来的不确定性中，零售商一直面临着来自投资者的巨大压力，要求他们控制成本。近几个月来，航运堵塞、中国和越南工厂关闭以及原材料短缺撕裂了美国的供应链，导致企业争先恐后地确保在关键的假日购物季有足够的产品。</blockquote></p><p> For the third quarter, both costs of goods sold and selling, general and advertising expenses for Target are expected to rise about 10%, while Walmart's operating expenses are expected to rise nearly 4% to $28.57 billion, according to Refinitiv data.</p><p><blockquote>路孚特数据显示，第三季度，塔吉特百货的销售成本、一般和广告费用预计将增长约10%，而沃尔玛的运营费用预计将增长近4%，达到285.7亿美元。</blockquote></p><p> Walmart, the world’s biggest retailer, will report earnings on Tuesday, while Target is scheduled to post results on Wednesday.</p><p><blockquote>全球最大的零售商沃尔玛将于周二公布财报，而塔吉特百货定于周三公布财报。</blockquote></p><p> Late last month, ecommerce giant Amazon.com(AMZN.O)said it expects costs during the holiday period to reach about $4 billion as higher wages and other operational disruptions diminish the company's windfall from online shopping.</p><p><blockquote>上个月底，电子商务巨头亚马逊 (AMZN.O) 表示，由于工资上涨和其他运营中断减少了该公司在线购物带来的意外之财，预计假期期间的成本将达到约 40 亿美元。</blockquote></p><p> \"It is one competitive market for labor, freight, and customers. We believe most will be prudent in guiding to fourth-quarter profitability even with healthy sales,\" Evercore analyst Greg Melich said.</p><p><blockquote>Evercore 分析师 Greg Melich 表示：“对于劳动力、货运和客户来说，这是一个竞争激烈的市场。我们相信，即使销售健康，大多数人在指导第四季度盈利时也会保持谨慎。”</blockquote></p><p> RISING RENTS, WAGES</p><p><blockquote>租金、工资上涨</blockquote></p><p> Industry warehouse rents are expected to rise 18-19% this year, according to real estate investment trust Prologis(PLD.N), whose customers include Walmart, Amazon and Target. For the full year, analysts expect Walmart’s rent expenses to rise 7% to $3.28 billion, according to Refinitiv.</p><p><blockquote>房地产投资信托公司 Prologis (PLD.N) 的客户包括沃尔玛、亚马逊和塔吉特，预计今年工业仓库租金将上涨 18-19%。据 Refinitiv 称，分析师预计沃尔玛全年租金支出将增长 7%，达到 32.8 亿美元。</blockquote></p><p> “Importers of clothing and footwear are paying essentially double what they were paying for transportation before the pandemic,” according to Jason Miller, associate professor of supply chain management at Michigan State University’s Eli Broad College of Business.</p><p><blockquote>“密歇根州立大学伊莱-布罗德商学院供应链管理副教授杰森-米勒（Jason Miller）说：”服装和鞋类进口商支付的运输费基本上是大流行病前的两倍。</blockquote></p><p> Insurance and freight costs crept up to 6.4% of the value of the imported products in September 2021, versus 3.7% in September 2019, according to Miller, who analyzed data from USA Trade Online, which is maintained by the Census Bureau.</p><p><blockquote>米勒分析了美国人口普查局维护的美国贸易在线数据，他表示，2021年9月，保险和运费占进口产品价值的6.4%，而2019年9月为3.7%。</blockquote></p><p> Logistics expenses are also on the rise as retailers need to get more products around the country to satiate growing consumer demand, Mark Manduca, chief investment officer at logistics firm GXO, whose clients include Apple, Nike and Abercrombie & Fitch.</p><p><blockquote>物流公司 GXO 的首席投资官 Mark Manduca 表示，物流费用也在上升，因为零售商需要在全国各地购买更多产品，以满足不断增长的消费者需求。GXO 的客户包括苹果、耐克和 Abercrombie & Fitch。</blockquote></p><p> Meanwhile, a competitive labor environment has pushed wages up across the country.</p><p><blockquote>与此同时，竞争激烈的劳动力环境推高了全国的工资。</blockquote></p><p> Still, experts and analysts have said that retailers with bigger scale are better placed to tide over these supply chain issues and pass on higher prices to the buyers.</p><p><blockquote>尽管如此，专家和分析师表示，规模较大的零售商更有能力应对这些供应链问题，并将更高的价格转嫁给买家。</blockquote></p><p> \"Everybody's facing higher expenses but Walmart also has a much more efficient supply chain - they should have a very good holiday season, even with all the cost pressure,\" Telsey Group analyst Joe Feldman said.</p><p><blockquote>Telsey Group 分析师乔·费尔德曼 (Joe Feldman) 表示：“每个人都面临着更高的费用，但沃尔玛也拥有更高效的供应链——即使面临所有成本压力，他们也应该有一个非常好的假期。”</blockquote></p><p> U.S. holiday sales could rise as much as 10.5% to $859 billion, according to one forecast.</p><p><blockquote>根据一项预测，美国假日销售额可能增长 10.5%，达到 8,590 亿美元。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Santa Claus is coming to town – but at what cost to Walmart and Target?<blockquote>圣诞老人要来镇上了——但是沃尔玛和塔吉特要付出什么代价呢？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSanta Claus is coming to town – but at what cost to Walmart and Target?<blockquote>圣诞老人要来镇上了——但是沃尔玛和塔吉特要付出什么代价呢？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-11-15 19:22</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Pent-up demand is expected to have boosted early holiday sales this year, but big discounters Walmart(WMT.N)and Target(TGT.N)may still see margins fall as surging costs for labor, warehousing and ocean and land freight threaten to play Grinch.</p><p><blockquote>被压抑的需求预计将提振今年提前假期销售，但大型折扣店沃尔玛 (WMT.N) 和塔吉特 (TGT.N) 可能仍会看到利润率下降，因为劳动力、仓储以及海运和陆运成本飙升可能会上演圣诞怪杰。</blockquote></p><p> Retailers have been under tremendous pressure from investors to control costs amid uncertainty driven by the pandemic. Shipping logjams, shuttered factories in China and Vietnam, and a scarcity of raw materials have ripped through supply chains in the United States in recent months, and left companies scrambling to make sure they have enough product for the crucial holiday shopping season.</p><p><blockquote>在疫情带来的不确定性中，零售商一直面临着来自投资者的巨大压力，要求他们控制成本。近几个月来，航运堵塞、中国和越南工厂关闭以及原材料短缺撕裂了美国的供应链，导致企业争先恐后地确保在关键的假日购物季有足够的产品。</blockquote></p><p> For the third quarter, both costs of goods sold and selling, general and advertising expenses for Target are expected to rise about 10%, while Walmart's operating expenses are expected to rise nearly 4% to $28.57 billion, according to Refinitiv data.</p><p><blockquote>路孚特数据显示，第三季度，塔吉特百货的销售成本、一般和广告费用预计将增长约10%，而沃尔玛的运营费用预计将增长近4%，达到285.7亿美元。</blockquote></p><p> Walmart, the world’s biggest retailer, will report earnings on Tuesday, while Target is scheduled to post results on Wednesday.</p><p><blockquote>全球最大的零售商沃尔玛将于周二公布财报，而塔吉特百货定于周三公布财报。</blockquote></p><p> Late last month, ecommerce giant Amazon.com(AMZN.O)said it expects costs during the holiday period to reach about $4 billion as higher wages and other operational disruptions diminish the company's windfall from online shopping.</p><p><blockquote>上个月底，电子商务巨头亚马逊 (AMZN.O) 表示，由于工资上涨和其他运营中断减少了该公司在线购物带来的意外之财，预计假期期间的成本将达到约 40 亿美元。</blockquote></p><p> \"It is one competitive market for labor, freight, and customers. We believe most will be prudent in guiding to fourth-quarter profitability even with healthy sales,\" Evercore analyst Greg Melich said.</p><p><blockquote>Evercore 分析师 Greg Melich 表示：“对于劳动力、货运和客户来说，这是一个竞争激烈的市场。我们相信，即使销售健康，大多数人在指导第四季度盈利时也会保持谨慎。”</blockquote></p><p> RISING RENTS, WAGES</p><p><blockquote>租金、工资上涨</blockquote></p><p> Industry warehouse rents are expected to rise 18-19% this year, according to real estate investment trust Prologis(PLD.N), whose customers include Walmart, Amazon and Target. For the full year, analysts expect Walmart’s rent expenses to rise 7% to $3.28 billion, according to Refinitiv.</p><p><blockquote>房地产投资信托公司 Prologis (PLD.N) 的客户包括沃尔玛、亚马逊和塔吉特，预计今年工业仓库租金将上涨 18-19%。据 Refinitiv 称，分析师预计沃尔玛全年租金支出将增长 7%，达到 32.8 亿美元。</blockquote></p><p> “Importers of clothing and footwear are paying essentially double what they were paying for transportation before the pandemic,” according to Jason Miller, associate professor of supply chain management at Michigan State University’s Eli Broad College of Business.</p><p><blockquote>“密歇根州立大学伊莱-布罗德商学院供应链管理副教授杰森-米勒（Jason Miller）说：”服装和鞋类进口商支付的运输费基本上是大流行病前的两倍。</blockquote></p><p> Insurance and freight costs crept up to 6.4% of the value of the imported products in September 2021, versus 3.7% in September 2019, according to Miller, who analyzed data from USA Trade Online, which is maintained by the Census Bureau.</p><p><blockquote>米勒分析了美国人口普查局维护的美国贸易在线数据，他表示，2021年9月，保险和运费占进口产品价值的6.4%，而2019年9月为3.7%。</blockquote></p><p> Logistics expenses are also on the rise as retailers need to get more products around the country to satiate growing consumer demand, Mark Manduca, chief investment officer at logistics firm GXO, whose clients include Apple, Nike and Abercrombie & Fitch.</p><p><blockquote>物流公司 GXO 的首席投资官 Mark Manduca 表示，物流费用也在上升，因为零售商需要在全国各地购买更多产品，以满足不断增长的消费者需求。GXO 的客户包括苹果、耐克和 Abercrombie & Fitch。</blockquote></p><p> Meanwhile, a competitive labor environment has pushed wages up across the country.</p><p><blockquote>与此同时，竞争激烈的劳动力环境推高了全国的工资。</blockquote></p><p> Still, experts and analysts have said that retailers with bigger scale are better placed to tide over these supply chain issues and pass on higher prices to the buyers.</p><p><blockquote>尽管如此，专家和分析师表示，规模较大的零售商更有能力应对这些供应链问题，并将更高的价格转嫁给买家。</blockquote></p><p> \"Everybody's facing higher expenses but Walmart also has a much more efficient supply chain - they should have a very good holiday season, even with all the cost pressure,\" Telsey Group analyst Joe Feldman said.</p><p><blockquote>Telsey Group 分析师乔·费尔德曼 (Joe Feldman) 表示：“每个人都面临着更高的费用，但沃尔玛也拥有更高效的供应链——即使面临所有成本压力，他们也应该有一个非常好的假期。”</blockquote></p><p> U.S. holiday sales could rise as much as 10.5% to $859 billion, according to one forecast.</p><p><blockquote>根据一项预测，美国假日销售额可能增长 10.5%，达到 8,590 亿美元。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.reuters.com/business/retail-consumer/santa-claus-is-coming-town-what-cost-walmart-target-2021-11-15/\">Reuters</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TGT":"塔吉特","WMT":"沃尔玛"},"source_url":"https://www.reuters.com/business/retail-consumer/santa-claus-is-coming-town-what-cost-walmart-target-2021-11-15/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156708611","content_text":"Pent-up demand is expected to have boosted early holiday sales this year, but big discounters Walmart(WMT.N)and Target(TGT.N)may still see margins fall as surging costs for labor, warehousing and ocean and land freight threaten to play Grinch.\nRetailers have been under tremendous pressure from investors to control costs amid uncertainty driven by the pandemic. Shipping logjams, shuttered factories in China and Vietnam, and a scarcity of raw materials have ripped through supply chains in the United States in recent months, and left companies scrambling to make sure they have enough product for the crucial holiday shopping season.\nFor the third quarter, both costs of goods sold and selling, general and advertising expenses for Target are expected to rise about 10%, while Walmart's operating expenses are expected to rise nearly 4% to $28.57 billion, according to Refinitiv data.\nWalmart, the world’s biggest retailer, will report earnings on Tuesday, while Target is scheduled to post results on Wednesday.\nLate last month, ecommerce giant Amazon.com(AMZN.O)said it expects costs during the holiday period to reach about $4 billion as higher wages and other operational disruptions diminish the company's windfall from online shopping.\n\"It is one competitive market for labor, freight, and customers. We believe most will be prudent in guiding to fourth-quarter profitability even with healthy sales,\" Evercore analyst Greg Melich said.\nRISING RENTS, WAGES\nIndustry warehouse rents are expected to rise 18-19% this year, according to real estate investment trust Prologis(PLD.N), whose customers include Walmart, Amazon and Target. For the full year, analysts expect Walmart’s rent expenses to rise 7% to $3.28 billion, according to Refinitiv.\n“Importers of clothing and footwear are paying essentially double what they were paying for transportation before the pandemic,” according to Jason Miller, associate professor of supply chain management at Michigan State University’s Eli Broad College of Business.\nInsurance and freight costs crept up to 6.4% of the value of the imported products in September 2021, versus 3.7% in September 2019, according to Miller, who analyzed data from USA Trade Online, which is maintained by the Census Bureau.\nLogistics expenses are also on the rise as retailers need to get more products around the country to satiate growing consumer demand, Mark Manduca, chief investment officer at logistics firm GXO, whose clients include Apple, Nike and Abercrombie & Fitch.\nMeanwhile, a competitive labor environment has pushed wages up across the country.\nStill, experts and analysts have said that retailers with bigger scale are better placed to tide over these supply chain issues and pass on higher prices to the buyers.\n\"Everybody's facing higher expenses but Walmart also has a much more efficient supply chain - they should have a very good holiday season, even with all the cost pressure,\" Telsey Group analyst Joe Feldman said.\nU.S. holiday sales could rise as much as 10.5% to $859 billion, according to one forecast.","news_type":1,"symbols_score_info":{"WMT":0.9,"TGT":0.9}},"isVote":1,"tweetType":1,"viewCount":1176,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":4,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/873465347"}
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