Fortune | FORTUNE 07月17日 21:55
Retail sales rebound in June after 2 straight months of declines
index_new5.html
../../../zaker_core/zaker_tpl_static/wap/tpl_guoji1.html

 

美国六月零售销售额增长0.6%,超出市场预期,此前五月曾出现下滑。剔除汽车及零配件后,销售额亦增长0.5%,显示出广泛的增长势头。服饰、健康护理、餐饮及在线零售均有不同程度上涨,汽车销售也出现反弹。尽管电子产品和百货商店等部分领域表现疲软,但低失业率和消费者信心支撑了经济的稳健运行。尽管关税带来了不确定性,消费者仍在寻找优惠,经济展现出“韧性”。通胀数据有所上升,可能影响美联储的利率决策。同时,大型促销活动刺激了在线消费,但消费者更倾向于购买必需品。零售商正为返校季做准备,预计销售额将同比增长,消费者可能提前购物以规避潜在的关税影响。

📈 **零售销售表现强劲**:美国六月份零售销售额增长0.6%,好于预期,扭转了五月份的下降趋势。这一增长是广泛的,包括服装、健康护理、餐饮和在线零售等多个领域,表明消费者支出依然活跃。

🚗 **汽车行业复苏**:汽车及零配件销售额在本月实现了1.2%的增长,显示出此前受关税影响的汽车市场正在逐步恢复,这对于整体零售数据是一个重要的积极信号。

📉 **部分领域承压**:尽管整体表现积极,但电子产品、家电零售商以及百货商店等领域销售额出现下滑,这反映出不同行业在当前经济环境下表现的分化。

💡 **消费者韧性显现**:尽管面临关税带来的不确定性和潜在的物价上涨,但消费者信心和支出意愿依然存在,尤其是在有机会获得优惠时。经济评论员称今年的经济关键词是“韧性”。

🛍️ **返校季展望乐观**:零售商正将目光投向即将到来的返校购物季,预计销售额将同比增长3.3%,达到333亿美元。消费者可能会提前购物,以应对可能因关税而上涨的价格。

Retail sales rose a better-than-expected 0.6% in June after declining 0.9% in May, the Commerce Department said Thursday. Sales in April fell 0.1%, pulled down by a steep drop in auto sales, after Americans ramped up their car-buying in March to get ahead of President Donald Trump’s 25% duty on imported cars and car parts.

Excluding autos and automotive parts, sales rose 0.5%, according to the Commerce Department.

There was broad-based strength across the board. Clothing and accessories sales rose 0.9%, while health and personal care sales saw a 0.5% bump. Restaurants sales rose 0.6% , while online retailers recorded a 0.4% gain. Autos and automotive parts dealers rebounded with a 1.2% increase.

There were a few weak spots like electronics and appliance retailers and department stores, both of which had sales declines.

Heather Long, the chief economist at Navy Federal Credit Union, noted that layoffs remain low and consumers are still confident enough that the economy is chugging along.

“Don’t count the American consumer out yet,” said Long in a statement. “There’s still a lot of trepidation about tariffs and likely price hikes, but consumers are willing to buy if they feel they can get a good deal. The word of the summer for the economy is resilient.”

The retail sales report arrives amid a whipsaw frenzy of on and off again tariffs have that jolted businesses and households. For businesses, that has made it harder to manage supply and inventories. Americans are focusing more on necessities, when they do shop.

The latest government report showed that inflation rose last month to its highest level since February as Trump’s sweeping tariffs push up the costs of everything from groceries and clothes to furniture and appliances.

Consumer prices rose 2.7% in June from a year earlier, the Labor Department said Tuesday, up from an annual increase of 2.4% in May. On a monthly basis, prices climbed 0.3% from May to June, after rising just 0.1% the previous month.

Trump insists that the U.S. effectively has no inflation as he has attempted to pressure Federal Reserve Chair Jerome Powell into reducing short-term interest rates.

Yet the new inflation numbers make it more likely that the central bank will leave rates where they are. Powell has said that he wants to measure the economic impact of Trump’s tariffs before reducing borrowing costs.

Americans have continued to spend, which is what the Fed had hoped to curtail a little bit with rate hikes.

One big litmus test was Amazon’s four-day Prime event along with competing retail sales from the likes of Walmart and Target that kicked off last week. Adobe Digital Insights, which tracks online sales, reported that the sales events drove $24.1 billion in online spending, a 30.3% increase compared with the same period last year.

Still, those that were buying prioritized essentials like dish soap and paper products over big-ticket purchases, according to consumer data provider Numerator, based on its analysis of Amazon Prime orders.

Deborah Weinswig, founder and CEO of Coresight Research, said she’s becoming more optimistic about the financial health of the consumer after the Amazon Prime events. She said inventories are at a healthy level, and she didn’t see big fire sales.

”People aren’t buying things that they don’t need,” she said. “I think it’s a healthier retail environment.”

Retailers are now turning their attention to the back-to-school shopping season, which is the second largest consumer rush after the winter holidays. Coresight Research estimates that total U.S. back-to-school spending will increase by 3.3% year compared with the year-ago period, to $33.3 billion. And it predicts that shoppers will do a big chunk of their shopping before August to get ahead of tariffs.

Economists will also dissect quarterly financial reports next month from major retailers like Walmart, Target and Macy’s, both for consumer behavior and to gauge how businesses are navigating a chaotic period of global trade due to fluid U.S. policies.

Levi Strauss & Co. said last week that it was cutting back on making styles that aren’t selling and making targeted price increases as it moves production away from China due to tariffs.

Introducing the 2025 Fortune 500

, the definitive ranking of the biggest companies in America. 

Explore this year's list.

Fish AI Reader

Fish AI Reader

AI辅助创作,多种专业模板,深度分析,高质量内容生成。从观点提取到深度思考,FishAI为您提供全方位的创作支持。新版本引入自定义参数,让您的创作更加个性化和精准。

FishAI

FishAI

鱼阅,AI 时代的下一个智能信息助手,助你摆脱信息焦虑

联系邮箱 441953276@qq.com

相关标签

零售销售 经济数据 消费者信心 通货膨胀 关税影响
相关文章