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Black Friday Disappointed This Year -- At Least Online -- Barrons.com
Black Friday Disappointed This Year -- At Least Online -- Barrons.com
By Avi Salzman
Supply shortages may have impacted how consumers planned their holiday shopping, convincing more people to stock up on gifts early in case they couldn't be shipped in time. That's one takeaway from the early data on Black Friday sales, which paint a mixed picture for retailers.
Adobe (ADBE) released statistics on Saturday that showed online sales on Thanksgiving were about the same as levels from a year ago, while Black Friday sales were down slightly from 2020 -- not quite the blockbuster they have been in the past. The sales figures come from records of more than 1 trillion online visits to retail websites, Adobe said.
"For the first time ever, Black Friday saw a reversal of the growth trend of past years," said Vivek Pandya, lead analyst for Adobe Digital Insights. "Shoppers are being strategic in their gift shopping, buying much earlier in the season and being flexible about when they shop to make sure they get the best deals."
The flat numbers from Adobe only tell part of the story, however. Data on in-store shopping showed large sales gains from 2020, when vaccines had not yet been rolled out. Mastercard said on Friday that its initial data showed 43% growth in in-store sales, as well as a 10.6% rise in online sales. And Shopify (SHOP) said that the average Black Friday shopper at businesses that use its service was spending more -- people checked out "carts" worth $101.20 this year versus $90.70 in 2020.
Other data from Adobe seems to show that consumers stocked up before Thanksgiving. Spending has been up throughout the month, with 19 days where consumers spent more than $3 billion, versus just five last year. One reason people might be shopping before Black Friday was anxiety about possible supply shortages.
Consumers are more than twice as likely to get an out-of-stock message when they search for a product today than they were before the pandemic, according to Adobe.
Yet more data show that customer behavior is changing, benefiting retailers that offer shoppers flexible pickup options. The way that consumers now shop often involves a mix of in-person and online engagement. Purchases made online and picked up curbside have increased 70% this month from pre-pandemic days, according to Adobe.
By Avi Salzman
阿维·萨尔兹曼(Avi Salzman)著
Supply shortages may have impacted how consumers planned their holiday shopping, convincing more people to stock up on gifts early in case they couldn't be shipped in time. That's one takeaway from the early data on Black Friday sales, which paint a mixed picture for retailers.
供应短缺可能影响了消费者计划假日购物的方式,说服更多的人提前囤积礼物,以防无法及时发货。这是对早期黑色星期五销售数据的一个启示,这些数据为零售商描绘了一幅喜忧参半的图景。
Adobe (ADBE) released statistics on Saturday that showed online sales on Thanksgiving were about the same as levels from a year ago, while Black Friday sales were down slightly from 2020 -- not quite the blockbuster they have been in the past. The sales figures come from records of more than 1 trillion online visits to retail websites, Adobe said.
奥多比公司(Adobe)上周六发布的统计数据显示,感恩节当天的在线销售额与一年前持平,而黑色星期五的销售额比2020年略有下降--并不像过去那样轰动一时。Adobe表示,这些销售数据来自超过1万亿次在线访问零售网站的记录。
"For the first time ever, Black Friday saw a reversal of the growth trend of past years," said Vivek Pandya, lead analyst for Adobe Digital Insights. "Shoppers are being strategic in their gift shopping, buying much earlier in the season and being flexible about when they shop to make sure they get the best deals."
Adobe Digital Insights首席分析师维韦克·潘迪亚(Vivek Pandya)表示:“黑色星期五有史以来第一次出现了过去几年增长趋势的逆转。”“购物者在购买礼物时很有策略,他们会在当季早些时候购买,并在购物时保持灵活性,以确保买到最划算的东西。”
The flat numbers from Adobe only tell part of the story, however. Data on in-store shopping showed large sales gains from 2020, when vaccines had not yet been rolled out. Mastercard said on Friday that its initial data showed 43% growth in in-store sales, as well as a 10.6% rise in online sales. And Shopify (SHOP) said that the average Black Friday shopper at businesses that use its service was spending more -- people checked out "carts" worth $101.20 this year versus $90.70 in 2020.
然而,Adobe的持平数据只说明了故事的一部分。店内购物数据显示,与2020年相比,销售额大幅增长,当时疫苗尚未推出。万事达卡周五表示,其初值数据显示店内销售增长43%,线上销售增长10.6%。购物网站Shopify表示,在使用其服务的企业中,黑色星期五的平均购物者花费更多--人们今年购买了价值101.20美元的“购物车”,而2020年这一数字为90.7美元。
Other data from Adobe seems to show that consumers stocked up before Thanksgiving. Spending has been up throughout the month, with 19 days where consumers spent more than $3 billion, versus just five last year. One reason people might be shopping before Black Friday was anxiety about possible supply shortages.
Adobe的其他数据似乎显示,消费者在感恩节前囤积库存。整个月的支出一直在上升,有19天消费者支出超过30亿美元,而去年只有5天。人们可能会在黑色星期五之前购物的一个原因是对可能的供应短缺感到焦虑。
Consumers are more than twice as likely to get an out-of-stock message when they search for a product today than they were before the pandemic, according to Adobe.
据Adobe称,与疫情爆发前相比,如今消费者在搜索产品时收到缺货信息的可能性增加了一倍以上。
Yet more data show that customer behavior is changing, benefiting retailers that offer shoppers flexible pickup options. The way that consumers now shop often involves a mix of in-person and online engagement. Purchases made online and picked up curbside have increased 70% this month from pre-pandemic days, according to Adobe.
然而,更多的数据显示,消费者行为正在发生变化,为购物者提供灵活提货选择的零售商受益。消费者现在的购物方式通常包括面对面参与和在线参与。根据Adobe的数据,本月在网上进行的购买和在路边提货的数量比大流行前增加了70%。
moomoo是Moomoo Technologies Inc.公司提供的金融信息和交易应用程序。
在美国,moomoo上的投资产品和服务由Moomoo Financial Inc.提供,一家受美国证券交易委员会(SEC)监管的持牌主体。 Moomoo Financial Inc.是金融业监管局(FINRA)和证券投资者保护公司(SIPC)的成员。
在新加坡,moomoo上的投资产品和服务是通过Moomoo Financial Singapore Pte. Ltd.提供,该公司受新加坡金融管理局(MAS)监管(牌照号码︰CMS101000) ,持有资本市场服务牌照 (CMS) ,持有财务顾问豁免(Exempt Financial Adviser)资质。本内容未经新加坡金融管理局的审查。
在澳大利亚,moomoo上的金融产品和服务是通过Futu Securities (Australia) Ltd提供,该公司是受澳大利亚证券和投资委员会(ASIC)监管的澳大利亚金融服务许可机构(AFSL No. 224663)。请阅读并理解我们的《金融服务指南》、《条款与条件》、《隐私政策》和其他披露文件,这些文件可在我们的网站 https://www.moomoo.com/au中获取。
在加拿大,通过moomoo应用提供的仅限订单执行的券商服务由Moomoo Financial Canada Inc.提供,并受加拿大投资监管机构(CIRO)监管。
在马来西亚,moomoo上的投资产品和服务是通过Moomoo Securities Malaysia Sdn. Bhd. 提供,该公司受马来西亚证券监督委员会(SC)监管(牌照号码︰eCMSL/A0397/2024) ,持有资本市场服务牌照 (CMSL) 。本内容未经马来西亚证券监督委员会的审查。
Moomoo Technologies Inc., Moomoo Financial Inc., Moomoo Financial Singapore Pte. Ltd., Futu Securities (Australia) Ltd, Moomoo Financial Canada Inc.,和Moomoo Securities Malaysia Sdn. Bhd.是关联公司。
风险及免责提示
moomoo是Moomoo Technologies Inc.公司提供的金融信息和交易应用程序。
在美国,moomoo上的投资产品和服务由Moomoo Financial Inc.提供,一家受美国证券交易委员会(SEC)监管的持牌主体。 Moomoo Financial Inc.是金融业监管局(FINRA)和证券投资者保护公司(SIPC)的成员。
在新加坡,moomoo上的投资产品和服务是通过Moomoo Financial Singapore Pte. Ltd.提供,该公司受新加坡金融管理局(MAS)监管(牌照号码︰CMS101000) ,持有资本市场服务牌照 (CMS) ,持有财务顾问豁免(Exempt Financial Adviser)资质。本内容未经新加坡金融管理局的审查。
在澳大利亚,moomoo上的金融产品和服务是通过Futu Securities (Australia) Ltd提供,该公司是受澳大利亚证券和投资委员会(ASIC)监管的澳大利亚金融服务许可机构(AFSL No. 224663)。请阅读并理解我们的《金融服务指南》、《条款与条件》、《隐私政策》和其他披露文件,这些文件可在我们的网站 https://www.moomoo.com/au中获取。
在加拿大,通过moomoo应用提供的仅限订单执行的券商服务由Moomoo Financial Canada Inc.提供,并受加拿大投资监管机构(CIRO)监管。
在马来西亚,moomoo上的投资产品和服务是通过Moomoo Securities Malaysia Sdn. Bhd. 提供,该公司受马来西亚证券监督委员会(SC)监管(牌照号码︰eCMSL/A0397/2024) ,持有资本市场服务牌照 (CMSL) 。本内容未经马来西亚证券监督委员会的审查。
Moomoo Technologies Inc., Moomoo Financial Inc., Moomoo Financial Singapore Pte. Ltd., Futu Securities (Australia) Ltd, Moomoo Financial Canada Inc.,和Moomoo Securities Malaysia Sdn. Bhd.是关联公司。
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