美国零售巨头柯尔百货（Kohl's，股票代码：KSS）今日盘中大跌5.02%，引发市场关注。这一跌幅反映出零售业当前面临的诸多挑战。
据市场分析，柯尔百货此次股价下跌与整个零售业的困境密切相关。路透社报道显示，在第二季度财报季中，美国零售和餐饮业呈现出显著的分化。尽管该行业整体盈利同比增长了5.7%，但在十个消费群体中，有一半出现下滑。值得注意的是，柯尔百货被列为宽线零售板块中预期盈利增长最弱的公司之一。
造成零售业困境的因素包括贸易政策担忧加剧、关税影响、价格上涨、严峻的宏观经济形势以及消费者消费趋于谨慎。约78%的零售公司认为关税的影响是"本季度的一个重要因素"。这些因素可能对柯尔百货的业绩预期产生负面影响，进而导致投资者信心下降，引发股价下跌。在当前复杂的经济环境下，投资者对零售业，特别是像柯尔百货这样的传统百货公司的前景持谨慎态度。
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