2024年，美国门店关闭数量激增69%

2024年，门店关闭数量激增69%。以下是关闭数千家门店的零售商。

作者：Aimee Picchi，编辑：Anne Marie D. Lee，2024年12月12日
https://www.cbsnews.com/news/retailers-closing-stores-surged-2024-family-dollar-cvs-big-lots/

美国药店关闭导致药店荒漠化 03:13
对于一些大型零售商来说，今年的假日季可不是什么愉快的假期。

根据研究公司CoreSight的最新数据，截至2024年11月底，美国零售商已宣布将关闭超过7100家门店，较去年同期激增69%。报告发现，今年迄今为止，已有45家零售商申请破产保护，而2023年全年共有25家零售商破产。

在消费者支出看似强劲、有助于提振美国经济增长之际，门店关闭数量激增。然而，一些零售商报告称，疲于应对通胀的购物者正在减少消费，或在寻找促销和特价商品时变得更加挑剔。

沃尔玛等零售商正在想方设法吸引资金紧张的购物者，而其他连锁店则举步维艰。塔吉特上个月表示，其最近一个季度的收益和销售额低于预期。Family Dollar和CVS Health在帮助消费者节俭方面苦苦挣扎，是关闭门店数量最多的公司之一。

GlobalData分析师尼尔·桑德斯在谈到今年门店关闭数量激增时告诉CBS MoneyWatch：“零售市场的增长不足以让所有参与者都取得好成绩，这就是我们看到结果两极分化的原因。”

他补充道：“然而，许多关闭门店的连锁店面临的问题不仅仅是经济问题。他们的产品主张可能不正确，他们的产品可能不符合消费者的需求，而且他们可能没有以正确的方式应对竞争威胁。”

哪些零售商正在关闭门店？
根据 CoreSight 的数据，关闭门店数量最多的零售商包括折扣连锁店和药店。

药店关闭是一个长期问题，据美联社援引匹兹堡大学的数据报道，自 2019 年以来，已有超过 7000 家药店关闭。这导致美国许多地区出现药店荒漠，一些居民无法在附近找到药店来配药和购买其他保健产品。

桑德斯指出，总体而言，折扣店类别正在增长。CoreSight 的研究发现，Dollar General 和 Dollar Tree 都宣布将在 2024 年开设数百家新店。然而，桑德斯在12月4日的一份研究报告中指出，今年大面积关门的Family Dollar未能吸引对价格敏感的消费者，其门店的“销售环境不佳”。

他补充道，零售业格局明年可能趋于稳定，但2025年可能还会有更多门店关闭。

“零售商正在努力理顺财务和运营。在经历了几年的混乱之后，今年是变革的一年，”他指出。“我认为这些事情往往呈周期性变化，目前我们正处于门店关闭的下行周期。”

美国零售额在冬季严寒中创下近两年来最大降幅

作者：Lucia Mutikani 2025年2月14日
摘要
1月份零售额下降0.9%
12月份销售额增速从0.4%上修至0.7%
核心零售额下降0.8%；12月份增速上修
工厂生产下降0.1%；汽车产量下降5.2%
华盛顿，2月14日（路透社）——美国1月份零售额创近两年来最大降幅，可能受严寒天气、野火和汽车短缺等因素拖累，表明第一季度初经济增长急剧放缓。
但美国商务部周五公布的零售额降幅超出预期且全面下滑，可能并未反映出消费者支出的实质性转变，因为此前消费者支出也经历了连续四个月的大幅增长。
在此注册。

12月份零售额的大幅上修，在一定程度上缓解了该报告带来的冲击。经济学家还指出，在年初，很难从数据中剔除较大的季节性波动，这在1月份的消费者通胀报告中也得到了体现。
他们仍然预计美联储不会在下半年之前恢复降息。唐纳德·特朗普总统政府的一些政策，例如对进口产品征收广泛的关税，已经给经济蒙上了阴影。
海军联邦信用合作社的企业经济学家罗伯特·弗里克表示：“降幅很大，但一些缓解因素表明无需担忧。”
美国商务部人口普查局表示，上个月零售额下降0.9%，为2023年3月以来的最大降幅，此前12月零售额上修为增长0.7%。路透社调查的经济学家此前预测，零售额（主要为商品，且未经通胀调整）将下降0.1%。零售额增长

1月份同比下降4.2%。
上个月，美国大部分地区被暴风雪和严寒笼罩，而洛杉矶的山火则烧毁了整个街区。
PNC Financial高级经济学家杰伊·霍金斯表示：“美国第二大都市区洛杉矶的山火以及美国其他地区的严寒天气可能限制了实体购物活动。”
一些经济学家推测，物价上涨和对关税的困惑可能影响了销售。
近几个月来，由于预期关税将导致商品价格上涨，消费者提前购买商品，这有助于提振零售额。但密歇根大学上周的一项消费者调查显示，消费者信心有所恶化，2月初一年期通胀预期达到15个月以来的最高水平，因为家庭认为“现在可能已经来不及避免关税政策的负面影响”。
荷兰国际集团（ING）首席国际经济学家詹姆斯·奈特利（James Knightley）表示：“人们可能对关税的说法感到困惑，以为关税会立即生效，因此甚至没有考虑购买。”
“我们需要等到2月份的数据才能知道，这是否预示着消费者更加谨慎的消费趋势，或者仅仅是天气因素导致的消费回落。”
对墨西哥和加拿大商品征收25%关税的措施被推迟到3月份。对中国商品征收10%的额外关税已于本月生效。特朗普本周责成其经济团队制定计划，对所有对美国进口商品征收关税的国家实施互惠关税。
周五，华尔街股市表现平淡，美元兑一篮子货币下跌，美国国债收益率下跌。

2021年11月26日，人们提着购物袋走进美国宾夕法尼亚州普鲁士王市的普鲁士王购物中心。路透社/Rachel Wisniewski/档案照片 购买许可权，打开新标签
美联储维持利率不变
这些数据并未改变美联储将在今年晚些时候再度降息的观点。
美联储1月份维持基准隔夜利率在4.25%-4.50%区间不变，自9月份启动政策宽松周期以来，该利率已下调100个基点。为抑制通胀，美联储在2022年和2023年将政策利率上调了5.25个百分点。
零售额领跌，汽车经销商的销售收入继12月份增长0.9%后，再次下降2.8%。除了天气原因可能阻碍买家前往展厅外，库存短缺也可能是另一个因素。
美国人口普查局的其他数据显示，12月份零售机动车库存已耗尽。供应不太可能改善，美联储发布的第三份报告显示，1月份机动车产量暴跌5.2%。
体育用品、业余爱好用品、乐器和书店销售额暴跌4.6%。网上商店销售额下降1.9%。建材店销售额下降1.3%。家具、服装和电子产品零售商的销售额也大幅下降。
但报告中唯一的服务业组成部分——餐饮服务及酒吧的收入继12月份小幅上涨0.1%后，又上涨了0.9%。经济学家将外出就餐视为家庭财务状况的关键指标。汽油价格上涨使加油站销售额上涨0.9%。
劳动力市场的韧性仍然支撑着支出，这使得工资增长保持高位，经济扩张也步入正轨。尽管股市有所回吐，但由于房价高企，家庭财富仍处于历史高位。
上月，不包括汽车、汽油、建筑材料和食品服务在内的零售额下降了0.8%，而12月的零售额则上修至增长0.8%。
这些所谓的核心零售额与国内生产总值(GDP)中的消费者支出部分最为接近，此前报道称12月增长了0.7%。
经济学家估计，经通胀调整后的1月份消费者支出持平或略有下降。强劲的消费者支出抵消了第四季度库存几乎耗尽对GDP的拖累。
亚特兰大联储将第一季度GDP增长预期从2.9%下调至2.3%的折合成年率。上季度经济增长率为2.3%。
RSM US美国经济学家Tuan Nguyen表示：“经济的基本实力基本保持不变。如果这种强劲势头持续下去，我们预计未来几个月的销售额将会反弹。”

题为“美国核心零售额月度变化”的柱状图，追踪了过去一年的指标变化。1月份核心零售额下降了0.8%。
Lucia Mutikani报道；Chizu Nomiyama和Toby Chopra编辑

Store closures have surged 69% in 2024. Here are the retailers shuttering thousands of stores.

By Aimee Picchi  Edited By  Anne Marie D. Lee December 12, 2024

https://www.cbsnews.com/news/retailers-closing-stores-surged-2024-family-dollar-cvs-big-lots/?

 

 U.S. drug store closures create pharmacy deserts 03:13

It's not shaping up to be a very merry holiday season for some major retailers this year. 

U.S. retailers have announced more than 7,100 store closures through the end of November 2024, a 69% jump from the same time last year, according to recent data from research firm CoreSight. That comes as 45 retailers have filed for bankruptcy protection so far this year, compared with 25 retail bankruptcies for all of 2023, the report found. 

The surge in store closures comes at a time when consumer spending appears strong, helping to lift the nation's economic growth. Yet cracks are emerging, with some retailers reporting that inflation-weary shoppers are cutting back or becoming more choosy in searching for sales and deals. 

While retailers such as Walmart are finding ways of appealing to financially strapped shoppers, other chains are struggling. Target last month said its most recent quarterly earnings and sales fell short of forecasts. Family Dollar and CVS Health, which have struggled with economizing consumers, are among the companies with the largest number of closures.

"There is not enough growth in the retail market for every player to do well, which is why we are seeing polarized results," Neil Saunders, an analyst with GlobalData, told CBS MoneyWatch about this year's surge in store closures. 

He added, "However, many of the chains closing stores are those that have problems which go beyond the economy. Their propositions might not be right, their offers might not be what consumers want, and they might not have responded to competitive threats in the right way."

Which retailers are closing locations?

Retailers with the largest number of store closures include discount chains and drugstores, according to CoreSight's data.

Pharmacy closures are a long-term problem, with more than 7,000 closing since 2019, according to the Associated Press, citing data from the University of Pittsburgh. That's causing pharmacy deserts across regions in the U.S. where some residents don't have a nearby drugstore to fill prescriptions and get other health care products. 

Overall, the discount store category is growing, Saunders noted. Dollar General and Dollar Tree both announced hundreds of new store openings in 2024, CoreSight's research found. Yet Family Dollar, which has had widespread closures this year, has failed to attract price-sensitive shoppers while its stores offer "a poor selling environment," Saunders said in a Dec. 4 research note.

The retail landscape might stabilize next year, although there are likely to be additional closures in 2025, he added. 

"Retailers are trying to get their finances and operations in order. This has been a year of change after several years of disruption," he noted. "I think these things tend to go in cycles and we are currently in a bit of a down cycle for store closings."

US retail sales post biggest drop in nearly two years amid winter freeze

By Lucia Mutikani  February 14, 2025 

• Summary

• Retail sales drop 0.9% in January
• December sales growth revised up to 0.7% from 0.4%
• Core retail sales fall 0.8%; December revised higher
• Factory production dips 0.1%; motor vehicle output drops 5.2%

WASHINGTON, Feb 14 (Reuters) - U.S. retail sales dropped by the most in nearly two years in January, likely weighed down by frigid temperatures, wildfires and motor vehicle shortages, suggesting a sharp slowdown in economic growth early in the first quarter.

But the larger-than-expected and across the board decline in retail sales reported by the Commerce Department on Friday probably does not reflect a material shift in consumer spending as it also followed four straight months of hefty increases.

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A sharp upward revision to December's sales took some of the sting from the report. Economists also noted that it was difficult to strip out large seasonal swings from the data at the turn of the year, which was also evident in the January consumer inflation report.

They continued to expect the Federal Reserve would not resume cutting interest rates before the second half. Some of the policies of President Donald Trump's administration, like broad tariffs on imports, have cast a shadow over the economy.

"The drop was dramatic, but several mitigating factors show there's no cause for alarm," said Robert Frick, corporate economist at Navy Federal Credit Union.

Retail sales dropped 0.9% last month, the biggest decrease since March 2023, after an upwardly revised 0.7% increase in December, the Commerce Department's Census Bureau said. Economists polled by Reuters had forecast retail sales, which are mostly goods and are not adjusted for inflation, dipping 0.1%. Retail sales increased 4.2% year-on-year in January.

Much of the country was blanketed by snowstorms and freezing temperatures last month while wildfires scorched entire neighborhoods in Los Angeles.

"The wildfires in Los Angeles, the second-largest metro area in the U.S., and severe winter weather in other parts of the country, may have limited face-to-face shopping activity," said Jay Hawkins, a senior economist at PNC Financial.

Some economists speculated that rising prices and confusion over tariffs could have impacted sales.

Pre-emptive buying in anticipation of tariffs that would raise prices for goods helped to boost retail sales in recent months. But consumer sentiment has deteriorated, with one-year inflation expectations hitting a 15-month high in early February as households perceived that "it may be too late to avoid the negative impact of tariff policy," a University of Michigan survey of consumers showed last week.

"Maybe people are getting confused on the tariff story and think they are happening immediately and are therefore not even considering a purchase," said James Knightley, chief international economist at ING.

"We will need to wait until the February data to see if this is the start of a more cautious consumer trend or indeed whether it was simply a weather-related pull back."

A 25% tariff on Mexican and Canadian goods was delayed until March. An additional 10% levy on goods from China went into effect this month. Trump this week tasked his economics team with devising plans for reciprocal tariffs on every country that taxes U.S. imports.

Stocks on Wall Street were muted on Friday, while the dollar eased against a basket of currencies and U.S. Treasury yields fell.

 

People carrying shopping bags walk inside the King of Prussia shopping mall in King of Prussia, Pennsylvania, U.S. November 26, 2021. REUTERS/Rachel Wisniewski/File Photo Purchase Licensing Rights, opens new tab

FED ON HOLD

The data did little to change the view that the Fed will wait until later in the year to next cut its policy rate.

The U.S. central bank left its benchmark overnight interest rate unchanged in the 4.25%-4.50% range in January, having reduced it by 100 basis points since September, when it embarked on its policy easing cycle. The policy rate was hiked by 5.25 percentage points in 2022 and 2023 to tame inflation.

Within the retail sales figures motor vehicles led the decline, with receipts at auto dealerships dropping 2.8% after advancing 0.9% in December. In addition to the weather probably keeping buyers from showrooms, shortages could have been a factor.

Other data from the Census Bureau showed retail motor vehicle inventories were depleted in December. Supply is unlikely to improve, with a third report from the Fed showing motor vehicle production plummeting 5.2% in January.

Sporting goods, hobby, musical instrument and bookstore sales plunged 4.6%. Online store sales tumbled 1.9%. Building material store sales fell 1.3%. There were also sharp declines in sales at furniture, clothing and electronic retailers.

But receipts at food services and drinking places, the only services component in the report, increased 0.9% after edging up 0.1% in December. Economists view dining out as a key indicator of household finances. Higher gasoline prices lifted sales at service stations 0.9%.

Spending remains underpinned by labor market resilience, which is keeping wage growth elevated and the economic expansion on track. Household wealth is at record highs thanks to high house prices, though the stock market has ceded some gains.

Retail sales excluding automobiles, gasoline, building materials and food services declined 0.8% last month after an upwardly revised 0.8% jump in December.

These so-called core retail sales correspond most closely with the consumer spending component of gross domestic product, and were previously reported to have surged 0.7% in December.

Economists estimated inflation-adjusted consumer spending to have been flat or have posted a small dip in January. Robust consumer spending offset the drag on GDP from inventories being nearly drawn down in the fourth quarter.

The Atlanta Fed lowered its first quarter GDP growth estimate to a 2.3% annualized rate from a 2.9% pace. The economy grew at a 2.3% rate last quarter.

"The underlying strength of the economy remains largely unchanged," said Tuan Nguyen, U.S. economist at RSM US. "If that strength persists, we should expect sales to rebound in the coming months."

 

A column chart titled "Monthly change in US core retail sales" that tracks the metric over the last year. Core retail sales fell 0.8% in January.

Reporting by Lucia Mutikani; Editing by Chizu Nomiyama and Toby Chopra