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疫情摧毁美国零售商

Benzinga

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Benzinga
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Benzinga Staff Writer

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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