K型经济论调在零售业站不住脚——市场快评

投资观察
Feb 10

摩根士丹利分析师在最新报告中指出,基于Numerator提供的数据,所谓K型经济的论点可能在零售行业难以成立。数据显示,低收入消费者仍在持续消费,尤其是一元店渠道——自去年12月中旬以来,各收入阶层的消费者在一元店的支出均有所增长。

分析师写道:"虽然部分增长可能得益于商品陈列优化或运营能力提升,但高收入群体出现消费降级的迹象,也对K型经济论调构成了挑战。"实际情况似乎是,消费者越来越注重性价比,沃尔玛和一元店展现出强劲势头,而传统杂货商的销售趋势则相对疲软。

(本文结束)道琼斯通讯社

2026年2月9日 13:39 ET(18:39 GMT)

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