由于销售放缓，柯尔百货(KKR.US)和梅西百货(M.US)等百货公司对年度预测持谨慎态度，而爱芬奇(ANF.US)和Gap(GAP.US)则上调了预测，因为市场对时尚服装的需求强劲。零售巨头沃尔玛(WMT.US)和亚马逊(AMZN.US)预计也将从这个喜忧参半的假日购物季中受益。The data shows that so far this year, online sales on Thanksgiving in the US have increased by about 4%.
Zhitong Finance learned that according to data released by cloud computing software company SafeTime on Thursday, online sales in the US increased by about 4% during the first half of this year's Thanksgiving shopping campaign, compared to a 2% increase in the same period last year. This is a new sign that shoppers are accepting deep discounts from retailers. This year, US retailers have been rolling out bigger discounts in advance and ramping up holiday promotions to attract the attention of more frugal shoppers.
Earlier this week, Best Buy (BBY.US) CEO Corie Barry said that the e-retailer “expects demand to drop during the promotion period, but the impact will be greater than expected,” echoing what Target (TGT.US) executives said. Target executives said the response from this year's promotions was greater than expected.
Department stores such as KKR.US (KKR.US) and Macy's (M.US) are cautious about their annual forecasts, while ANF.US (ANF.US) and Gap (GAP.US) raised their forecasts due to strong market demand for fashion clothing. Retail giants Walmart (WMT.US) and Amazon (AMZN.US) are also expected to benefit from this mixed holiday shopping season.
The peak period for online Thanksgiving shopping in the US will be between 7 p.m. and midnight EST, and 35% of sales are expected to be achieved at that time. This figure is based on the traffic patterns of thousands of online retailers.
According to separate reports released by the National Retail Federation (NRF) and Deloitte, this year's holiday shopping season from Thanksgiving to Christmas is expected to grow at its slowest rate in six years.
Saifushi reports that online sales on Thanksgiving Day in the US in 2023 were 7.5 billion US dollars, an increase of 1% over the previous year. On November 20, the company expects global sales of “Cyber Week” (Cyber Week) from the Tuesday before Thanksgiving to the Monday after Thanksgiving to reach $311 billion in sales. According to Adobe Analytics, Thanksgiving is expected to be the best day to buy toys, appliances, furniture, and sporting goods.
