ENGLISH NEWS BRIEFING
Summary
Retailers are adapting to a more cautious consumer this holiday season by launching promotions earlier and adjusting discount strategies. Consumers are hunting for deals, trading down to cheaper brands, and making more frequent but smaller purchases. Executives remain cautiously optimistic, noting consumer resilience during key shopping periods.
Key Points
- Early Promotions: Companies like Kohl’s are starting holiday campaigns earlier than last year to capture early shoppers.
- Deal-Hunting Consumers: Shoppers are highly price-sensitive, actively seeking the best deals and trading down from premium to private brands.
- Shift in Discount Strategies: Retailers like Academy Sports are tweaking promotions—shortening duration or targeting specific categories—due to higher consumer engagement with deals.
- Private Label Growth: Retailers see private brands as a key value proposition, offering lower prices for shoppers and higher margins for stores.
- Cautious Optimism: Executives note consumer resilience despite inflationary pressures and expect strong turnout for key holiday shopping events.
- Inventory Stability: Retailers report normal inventory levels for the holidays, with no widespread shortages expected beyond typical high-demand items.
中文新闻简报
总结
面对今年假日季更为谨慎的消费者，零售商正通过提前推出促销活动和调整折扣策略来应对。消费者正在寻找优惠，转向更便宜的品牌，并更频繁地进行小额购物。高管们保持谨慎乐观，指出消费者在关键购物时段仍展现出韧性。
关键点
- 提前促销：像Kohl’s这样的公司比去年更早开始假日营销活动，以吸引早期购物者。
- 寻找优惠的消费者：购物者对价格高度敏感，积极寻找最划算的交易，并从高端品牌转向零售商自有品牌。
- 折扣策略转变：由于消费者对促销活动的参与度提高，像Academy Sports这样的零售商正在调整促销方式——例如缩短促销时间或针对特定品类。
- 自有品牌增长：零售商将自有品牌视为关键的价值主张，为消费者提供更低价格，为商店带来更高利润。
- 谨慎乐观：高管们指出，尽管存在通胀压力，消费者仍具韧性，并预计关键假日购物活动将迎来强劲客流。
- 库存稳定：零售商报告假日库存水平正常，除了典型的高需求商品外，预计不会出现大范围短缺。
Original Article Link: https://www.cnbc.com/2025/10/24/christmas-shopping-holiday-season-retail-expectations.html