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原文发表于美国时间2020-4-23


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”。






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这篇文章已被翻译成中文原英文作者Benzinga。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。



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