Um, joining me here now for this opening bell, Alex Coffee is with me. We have a few names on the move. I saw TJX, parent of TJ Maxx and Marshalls raising some numbers.Let's hear about this. >> Good morning, Nicole. Yes.Uh, of our movers here, this is the lone green name of the bunch. Comp sales up 5% versus 3% a year ago. That was also better than the estimate of 3.6%.uh with the strongest segment actually being the TGX Canada up 8%. When you look at EPS$128 was better than the dollar14 uh last year on a u ...

家得宝(HD.US)公布截至11月2日的上一季度的利润和同店销售额均低于预期，原因在于整体房地产市场表现疲 软，以及风暴等事件减少抑制了屋顶、发电机及其他类别的需求。三季度营收同比增长2.8%，达到414亿美 元，略高于市场预期。同店销售额增长0.2%，低于市场普遍预期的1.4%。 同店客户交易量同比下降1.6%，而同店客户平均客单价同比上涨1.8%。客户交易总量下降1.4%至3950万笔， 客户平均客单价上涨2.0%至90.39美元，高于市场普遍预期的89.71美元。 在美国政府停摆期间，由于缺乏官方经济数据，家得宝公司发布的悲观预测再次警示人们，美国消费者的消费 逐渐疲软。本周晚些时候，塔吉特(TGT.US)和沃尔玛(WMT.US)的相关报告或将提供更多关于就业市场降温、 企业经营状况以及通胀是否引发更广泛消费缩减的信息。 与其他大型零售商相比，家得宝的顾客往往经济状况更稳定。其约90%的DIY顾客拥有自己的住房，而到家得 宝购物的家居专业人士也往往受雇于房主。尽管如此，麦克菲尔表示，家得宝前景疲软的部分原因是各收入阶 层的消费者都不愿承担高额投资项目。他指出，房地产市场放缓和借贷成本上升加剧了这一趋势。 ...

Core Insights - Following a strong sales performance in April, food store sales in May experienced a decline, indicating a potential shift in consumer behavior [1] - Feedback suggests that customers are reducing their purchases of tobacco and alcohol products [1] - Clothing and home goods retailers reported a slowdown in transactions due to decreased foot traffic [1]

Financial Performance - The company maintained revenue at HK$1.3 billion, with gross profit up by 3.1%[24] - Gross margin increased to 46.9% compared to 45.3% in the previous period[32] - Cash and bank balances stood at HK$430 million[24] - Interim dividend includes an ordinary dividend of 10.5 HK cents per share and a special dividend of 4.2 HK cents per share[24] Business Operations - The company has a physical store retail network of 385 stores worldwide[24] - Hong Kong accounted for 88.4% of the company's total revenue[40] - Singapore's revenue increased by 20.4%[44] Store Network - The company operates 320 stores in Hong Kong[26] - The company operates 49 stores in Singapore[27] - The company operates 8 stores in Macau[27] Strategies and Outlook - The company plans to expand its store network in Hong Kong by a net increase of 4 stores in 2HFY2022 and 10 stores in FY2023[64] - The company plans to expand its store network in Singapore by a net increase of 1 store in 2HFY2022 and 2 stores in FY2023[64] - The company plans to expand its store network in Macau by a net increase of 1 store in 2HFY2022 and 1 store in FY2023[64]

Financial Performance - Group revenue grew by 8.5% to HK$2.9 billion[24] - Gross profit increased by 9.7% to HK$1.3 billion[24] - Profit attributable to equity holders for FY22 was HK$220.8 million, up 20.1% excluding HK$71 million incomes from Employment Support Scheme in FY21[24] - Proposed final dividend is HK cents 12, with an interim dividend of HK cents 10.5 plus a special HK cents 4.2 already paid[24] - Gross margin was 45.7%[31] - Operating margin (excluding incomes under Employment Support Scheme) was 9.5%[31] - Net margin (excluding incomes under Employment Support Scheme) was 7.5%[31] Business Operations - The company has a physical store retail network of 322 stores in Hong Kong, 47 stores in Singapore, and 9 stores in Macau[27] - Hong Kong accounted for 89.3% of the group's revenue, Singapore 9.1%, and Macau 1.6%[36] Strategies and Outlook - The company aims to transform into a convenience GMS (General Merchandise Store) offering a wide range of price-competitive products[43] - The company plans to expand its store network, with a net increase of 5 stores in Hong Kong, 1 in Macau and 1 in Singapore in FY23[61]

Group 1 - Australia's retail sales in April 2025 increased by approximately 3.8% year-on-year but decreased by about 0.1% month-on-month, reaching around 37.208 billion AUD (approximately 172.281 billion CNY) [1] - In March 2025, Australia's retail sales saw a month-on-month increase of about 0.3%, while February recorded a month-on-month growth of approximately 0.2% [1] - The retail sector in Queensland has recovered from the impact of Tropical Cyclone Alfred in March, but overall household retail spending in Australia declined in April, particularly in clothing purchases [1] Group 2 - In April 2025, the food retail sector in Australia experienced a month-on-month sales decline of 0.3%, while the home goods retail sector saw a month-on-month increase of 0.6% [1] - Sales in the clothing, footwear, and personal accessories retail sector decreased by 2.5% month-on-month, and department store sales also fell by 2.5% [1] - The café, restaurant, and takeaway food services sector experienced a month-on-month sales increase of 1.1%, while other retail sectors saw a month-on-month growth of 0.7% [1] Group 3 - Australia's online retail sales in April 2025 increased by 7.3% year-on-year and grew by 0.6% month-on-month, reaching approximately 4.537 billion AUD [2] - In March 2025, food-related online sales grew by about 4.5% compared to February, amounting to approximately 1.402 billion AUD, while non-food-related sales decreased by 1.1% to around 3.135 billion AUD [2]