美国消费不行了？零售巨头塔吉特一季度同店销售停滞，预计二季度会更差
来源：华尔街见闻
全球最大的零售商之一$塔吉特(TGT.US)$，发出了消费支出放缓的警告信号。
美东时间5月17日，塔吉特公布了2023年第一季度财务业绩。财报显示，塔吉特一季度的同店销售额与去年同期持平，华尔街预期为增长0.2%，而上一季度为增长0.7%；其中，实体店同店销售额同比增长0.7%，数字同店销售额同比下降3.4%。
同店销售额是一项关键的零售指标，追踪开业至少13个月的实体店和在线商店的销售额。塔吉特一季度交易流量只增长了约1%，而去年同期为3.9%。
对于这种趋势，塔吉特的高管表示，由于物价上涨和利率上升限制了家庭预算，消费者正在减少非必需品的购买，转而购买必需品。食品、饮料、家庭必需品和化妆品的销售都很强劲。但他警告称，消费者正在动摇：“进入2023年，消费者对所面临的持续通胀和利率上升的问题有了清晰的认识。”
由于劳动力成本上升、通胀和失窃造成的商品损失，塔吉特一季度净利润同比下滑5.8%至9.5亿美元。考虑到2022年库存减少造成的约7亿美元利润损失，该公司预计将有12亿美元的利润化为乌有，主要原因是有组织的零售盗窃犯罪。
塔吉特董事长兼首席执行官 Brian Cornell 表示：
在去年恶化的趋势之后，我们继续面对库存缩减带来的重大逆风。
我们正在进行重大的战略投资，以防止这种情况在我们的商店发生，保护我们的客人和团队。
市场一直在怀疑，年初强劲的消费者支出趋势是否会持续，消费支出放缓是否迫在眉睫。而事实印证了他们的猜想：由于家居装修热潮正在消退，导致销售下滑，家得宝此前也下调了业绩预期。
塔吉特执行副总裁兼首席增长官 Christina Hennington 对“消费支出强劲”的说法进行了抨击。她表示，美国消费者在权衡家庭需求的同时，仍然面临着取舍的难题。虽然通胀率终于在下降，但消费者的储蓄率和信心也在下降。迫在眉睫的经济衰退，使许多美国家庭感到恐惧。
展望未来，塔吉特表示，预计二季度的销售将继续低迷，可比销售额将出现个位数的下降。基于第一季度疲软的销售趋势，塔吉特预计Q2同店销售额的变动区间中值将为以低个位数下降。GAAP每股收益和调整后每股收益预计均在1.30美元至1.70美元之间，低于市场共识预期的1.93美元。
$沃尔玛(WMT.US)$将于美东时间周四发布一季度财报，$梅西百货(M.US)$、$柯尔百货(KSS.US)$和$诺德斯特龙(JWN.US)$将于本月晚些时候发布财报，都将提供有关消费健康状况的迹象。
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