在Winners母公司TJX,加拿大消费降级趋势展现持久影响力

投资观察
Aug 20

美东时间14:07,加拿大人正于各处寻觅价值,服装领域亦不例外。这一源于疫情期间失控通胀的消费趋势,迫使家庭在可自由支配支出与日常必需品上寻求更为经济的选择。尽管TJX旗下Marmaxx部门的美国核心销售业绩有所滑落,但TJX加拿大却实现了6%的同店销售额跃升,这主要归功于Winners、Marshalls及HomeSense门店客流量的大幅攀升。正如TJX首席执行官Ernie Herrman在电话会议中所指出的,加拿大业务的运营持续“斩获重大市场份额”。这一增长势头,映照出全国范围内零售格局的深层变革:同样渴望精打细算的消费心理,正推动更多顾客涌向Dollarama,以及Loblaw旗下No Frills、Empire旗下FreshCo和Metro旗下Super C等折扣杂货品牌门店。

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