CNBC主持人吉姆·克莱默周三在Mad Money中指出,冠状病毒疫情摧毁了优秀和差的零售商,因为消费者开始意识到他们没有科尔士百货公司也能活得很好。
科尔士进行借贷并停派股息
科尔士百货公司在上周五宣布签署了借贷15亿美元的协议,不过其店面仍将保持关闭。科尔士百货公司还停止派发股息分红,克莱默认为分红是持有该公司股票的为数不多的理由之一。
克莱默称消费者发现无需去科尔士百货也可以过的很好,因为消费者可以在网上以“便宜得多”的价格在网上买到“几乎所有东西”。
克莱默称科尔士百货的常客项目“科尔士现金”类似于棋牌游戏大富翁中的金钱。
梅西百货为避免破产也急切地通过发行债券筹集50亿美元的资金。
为何这对于零售业十分重要
科尔士百货并不是唯一一家陷入困境的百货店或零售商。CNBC主持人克莱默表示高端连锁商Nordstrom可能存在服务上的问题,Bruce Nordstrom在近期向克莱默承认亚马逊提供了更好的服务。
克莱默说,简单来说商场目前充满了“我们不需要的东西”。
他认为即便是联邦房地产投资信托基金(FRT)运营的提供综合体验的娱乐场所也不适合于在目前的环境下生存。
克莱默说“体验消费经济是一片废墟”。
零售商下一步向何处去
克莱默认为疫情可能给零售业带来严重破坏,并且在未来消灭数以千万计的工作岗位。他表示悲哀的现实是“无论如何这仅是时间问题”。
Disclosure: Benzinga
© 2022 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.
Disclosure: Interactive Brokers
Information posted on IBKR Traders’ Insight that is provided by third-parties and not by Interactive Brokers does NOT constitute a recommendation by Interactive Brokers that you should contract for the services of that third party. Third-party participants who contribute to IBKR Traders’ Insight are independent of Interactive Brokers and Interactive Brokers does not make any representations or warranties concerning the services offered, their past or future performance, or the accuracy of the information provided by the third party. Past performance is no guarantee of future results.
This material is from Benzinga and is being posted with permission from Benzinga. The views expressed in this material are solely those of the author and/or Benzinga and IBKR is not endorsing or recommending any investment or trading discussed in the material. This material is not and should not be construed as an offer to sell or the solicitation of an offer to buy any security. To the extent that this material discusses general market activity, industry or sector trends or other broad based economic or political conditions, it should not be construed as research or investment advice. To the extent that it includes references to specific securities, commodities, currencies, or other instruments, those references do not constitute a recommendation to buy, sell or hold such security. This material does not and is not intended to take into account the particular financial conditions, investment objectives or requirements of individual customers. Before acting on this material, you should consider whether it is suitable for your particular circumstances and, as necessary, seek professional advice.
In accordance with EU regulation: The statements in this document shall not be considered as an objective or independent explanation of the matters. Please note that this document (a) has not been prepared in accordance with legal requirements designed to promote the independence of investment research, and (b) is not subject to any prohibition on dealing ahead of the dissemination or publication of investment research.
Any trading symbols displayed are for illustrative purposes only and are not intended to portray recommendations.
Disclosure: Chinese Translation
这篇文章已被翻译成中文。如英文版本和中文版本之间有任何不一致,以英文版本为准。该文章中的分析仅为提供信息,不是也不应该被视为推销或招揽购买任何证券。文章中讨论的一般市场活动、行业或领域趋势、或其它基于广泛的经济或政治条件的内容,不应被解释为研究结果或投资建议。讨论中提及包括的特定证券、商品、货币、或其它产品均不构成IB推荐购买,出售或持有此类投资的建议。本材料不是也不意图针对个别客户的特定财务条件、投资目标或要求。在根据本材料采取行动之前,您应该考虑是否适合您的具体情况,并在必要时寻求专业建议。
盈透交易员睿智中提供的内容(包括文章和评论)仅作为资讯用途。发布的内容并不代表盈透证券建议您或您的客户联系独立顾问或对冲基金以期获取其服务或投资其产品,也不代表建议您联系在盈透交易员睿智发布文章或向顾问、对冲基金投资的相关人士。在盈透交易员睿智中发布文章的顾问、对冲基金或其他分析师均独立于盈透证券,盈透证券不会对这些顾问、对冲基金或其他人士的过往或将来表现,或其提供的信息之准确性做出任何声明或担保。盈透证券不会进行“适宜性评估”来确保顾问、对冲基金或其他参与方的交易适合于您。
发布内容中提及的证券或其他金融产品并非适合所有投资者。发布的内容并未从您的投资目标、财务状况或需求出发,并不旨在向您推荐任何证券、金融产品或策略。过往业绩并不代表将来表现,如有需要,请咨询相关人士获取专业的建议。
盈透或其分支机构的雇员所发布的任何信息均基于公认的真实可信的信息。然而,盈透或其分支机构无法保证信息的完整性、准确性和适当性。盈透不对任何金融产品其过去或将来的表现作出任何声明或担保。交易员睿智中发布的文章并不代表盈透认为任何特定金融产品或交易策略适合您。