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美国经济:零售销售强劲,但支出仍在放缓-US Economics_ Retail sales stronger, but spending still slowing
2025-08-18 02:52
V i e w p o i n t | 15 Aug 2025 10:20:08 ET │ 9 pages US Economics Retail sales stronger, but spending still slowing CITI'S TAKE The pace of consumer spending has slowed materially this year. The July retail sales report (and upward revisions to June) shows a pickup in goods spending, but we expect growth of services spending to remain slower. See Appendix A-1 for Analyst Certification, Important Disclosures and Research Analyst Affiliations. Citi Research is a division of Citigroup Global Markets Inc. (the ...
中国零售销售额-2025 年 7 月,进一步减速-China Retail Sales – July 2025_ Further Deceleration
2025-08-18 02:52
August 15, 2025 04:46 AM GMT China/Hong Kong Consumer | Asia Pacific China Retail Sales – July 2025: Further Deceleration China retail sales growth further decelerated to +3.7% YoY in July, vs. +4.8% in June and below consensus of +4.6%, indicating ongoing demand softness. Heading into Aug, we remain conservative and do not expect a meaningful recovery as deflation and weak sentiment continue to be key overhangs. YoY trend by category (reported YoY with rebasing among categories): Auto sales decline contrib ...
Jim Cramer names his top 5 stock picks, dismisses dot-com style meltdown
Finbold· 2025-08-16 18:51
Market Overview - Jim Cramer has dismissed concerns about a potential stock market meltdown similar to the Dot-com bubble, arguing that the current market is driven by rational, business-focused narratives rather than speculation [1][2] - Cramer acknowledges that there are speculative areas in the market, but insists that they do not define the broader market today [2] Stock Picks - Amazon is highlighted as a strong market player, with its stock rising due to the announcement of same-day grocery delivery, which could disrupt competitors like Instacart, DoorDash, and Uber [3] - Eli Lilly received support from Cramer after executives, including CEO David Ricks, purchased millions in shares following a selloff related to disappointing trial results for a weight-loss pill, indicating confidence in the company's future [4] - Charles Schwab reported a 17% increase in net new assets, which Cramer described as an "amazing gain" that justified the stock's rise [5] - Intel is noted for its potential government stake, which could enhance its balance sheet and highlight its strategic importance [5] - Palantir, despite being polarizing, is defended by Cramer, who argues that its valuation should be assessed using the 'rule of 40' rather than earnings per share, suggesting it appears "incredibly cheap" [6]
我市这项指标增速排全区第一
Sou Hu Cai Jing· 2025-08-16 18:45
今年以来,我市扎实推动消费品以旧换新等一系列扩内需、促消费政策落地显效,消费需求不断释放,消费市场实现平稳增长。上半年,全市社会消费品 零售总额同比增长5.5%;限上零售业完成22.65亿元,同比增长26.7%,增速排全区第一。 政策引领,释放消费潜能。我市充分发挥消费政策引导激励作用,紧抓加力扩围支持消费品以旧换新政策,组织全市550家家电、3C数码、汽车、家装、 电动自行车企业开展以旧换新活动,推动消费品市场趋于活跃、态势向好,为消费市场注入稳定动能。随着消费品以旧换新政策的扎实推进,政策效果不 断显现,截至6月20日,全市已累计核销以旧换新补贴超10万单,核销资金7945.6万元,累计撬动社会消费约5.2亿元。其中,家电、汽车等大宗商品成为 消费主力,交易金额约3.9亿元,拉动作用较为显著。 统筹联动,提升消费能级。我市利用节假日消费旺季,借力广西"33消费节"活动效应,组织汽车、家电、商超、住宿餐饮类企业,开展形式多样、内容丰 富的主题促销活动,持续提升消费能级。我市组织开展了消费品以旧换新"五进"活动、江州区"乐享端午全民消费·惠基层群众"活动等促销活动30余场 次,有效带动消费增长。同时,我市持续 ...
X @Forbes
Forbes· 2025-08-16 12:30
Indian immigrants Gurmer and Dashmeet Chopra started their careers reselling phone cases on eBay. Today, their fitness-inspired streetwear brand sells out every two weeks online—and is about to launch its first store. (Photo: Ethan Pines for Forbes) https://t.co/2XWMgzoInU https://t.co/9o6B2JZXSB ...
How Much IKEA Employees Make 😳
Mark Tilbury· 2025-08-16 09:25
Compensation Structure - IKEA's starting hourly pay for new employees is $16 [1] - After 2 years of employment, the hourly pay increases to $19 [1] - Department managers earn $29 per hour [1] - Store managers can earn over $100,000 annually, including overtime, weekend bonuses, and performance incentives [1]
Looking at tariff cost push forward to consumers in Walmart earnings, says Mizuho's David Bellinger
CNBC Television· 2025-08-15 22:19
which tracks the country, is up nearly 20% this year. We'll retail earnings kick off in earnest next week, with Target and Walmart among the key names reporting investors focusing in on what retailers have to say about the consumer and the impact of tariffs. So far, Walmart shares are up over 10% this year, helped along by e-commerce and grocery businesses, while the more discretionary focused target has dropped nearly 24%.So for more on what to expect from these companies, Mizuho senior analyst David Belli ...
X @The Wall Street Journal
Heard on the Street: Rent the Runway might have introduced young consumers to the idea of renting their wardrobes. But Nuuly seems to be the one that is actually making it work. https://t.co/9jxL1y1up1 ...
X @The Wall Street Journal
Ulta Beauty and Target have mutually agreed not to renew their joint shopping experience when the current agreement ends in August 2026 https://t.co/QgC08yhOUe ...
X @Elon Musk
Elon Musk· 2025-08-14 13:56
RT Andy Jassy (@ajassy)Thousands of fresh groceries are now available for Same-Day Delivery orders in 1,000+ U.S. cities and towns, with plans to expand to 2,300+ by end of 2025. Think customers are going to love being able to add fresh produce, milk, eggs, and more to their everyday Amazon purchases in one cart, delivered within hours. ...