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特朗普仍对败选结果不依不从,美国商界都看不下去了

特朗普仍对败选结果不依不从,美国商界都看不下去了

王波非(Phil Wahba) 2020年11月18日
沃尔玛首席执行官成为诸多“承认拜登胜选”的商界领袖中的一员。

在11月17日的一次发言中,沃尔玛的首席执行官董明伦(Doug McMillon)罕见地涉足了政治:他向乔·拜登送上了祝福,恭贺他当选美国总统,成为诸多“承认拜登胜选”的商界领袖的一员——尽管这一结果依然被特朗普毫无根据地反对着。

在一个讨论沃尔玛第三季度强劲业绩的电话会议中,董明伦以“祝贺拜登当选总统”结束了他的开场白。他还说:“我们期待与政府和参众两院合作,推动国家的进步。”

有报道称,上周,约有24位美国商界顶尖的首席执行官在一场电话会议中讨论了特朗普拒绝卸任的可能。目前还不知道董明伦是否也加入其中,但这位沃尔玛的老板也是“商业圆桌会”联盟(Business Roundtable)的一员——该联盟由一众美国顶级企业的高管组成,并在上周公布,他们承认并祝贺拜登当选总统、贺锦丽(Kamala Harris)当选副总统,为大企业们避免了一场可能损害经济复苏的政治动荡。

特朗普政府向各州施加的法律挑战在很大程度上已经式微——并没有发现选票中存在重大的违规行为。拜登赢得了306张选举人票,足以让他坐稳总统职位。

在那些能够与这位全美最大的私营公司掌门人匹敌的首席执行官中,很少有人像董明伦那样,明确地表达对拜登胜选的祝贺。高盛的首席执行官大卫·所罗门则是另一位。考虑到其广泛的客户基础,沃尔玛很少涉足政治议题。

沃尔玛在第二季度的表现——尤其是占该公司收入60%以上的美国部门——继续蓬勃发展,因为疫情之下,消费者出行相对受限,就会更固定地在像沃尔玛这样的零售商处购物。同时,沃尔玛不断扩张、完善的电商平台和便利的门店自提服务也是吸引消费者的一大优势。

沃尔玛的销售额——包括开业一年以上的实体店和线上平台的收入,同比增长了6.4%,达到了疫情爆发前的标准。电商业务增长了78%——正如董明伦指出,电商业务在“相当大的程度上”减少了沃尔玛的损失。通过让消费者线上下单、门店自提,公司节省了运输费用,并出售了更多高利润商品,从而也获得了可观的收入。

但一些危险的迹象也有所显现。线下销售额同比仅增长0.7%。线下交易的客流量下降了14%,但消费者的支出却增加了24%——这表明,对疫情保持警惕的消费者很少线下购物,逛街时的冲动消费和其他支出就会减少,这也可能让沃尔玛蒙受损失,尤其是在假期。

而且,尽管6.4%的销售额增幅超出华尔街预期近三个百分点,但与上一季度相比却明显放缓。分析师认为,与美国第二大零售商塔吉特相比,沃尔玛今年更仰赖那些依靠政府补助的低收入群体。董明伦本人也说,由于数百万美国人获得的经济援助减少,沃尔玛也“收益减少”。

GlobalData数据库的常务董事尼尔·桑德斯在一份研究报告中写道:“和其他许多零售商相比,沃尔玛更依赖低收入消费人群,因而当他们的经济状况受到冲击,消费能力下降,沃尔玛也会受到影响……沃尔玛的消费者来自不同阶级,但他们对沃尔玛营收的推动力不再相同。”

尽管如此,该公司的财务主管布雷特·比格斯在电话会议中告诉分析师,他预计在假期期间,沃尔玛仍将表现强劲,而自疫情开始流行以来,这一趋势一直延续至今。他说:“消费者的购买行为是具有弹性的。”比格斯还指出,沃尔玛的库存水平有所提高,这在假日期间至关重要,因为节日期间如果商店的产品短缺,会对销售状况产生负面影响。

该公司旗下的山姆会员店也蓬勃发展,销售额同比增长了11.1%——和沃尔玛在该业务上最直接的竞争对手开市客状况相同,后者的增长势头也很强劲。沃尔玛还运营着一个庞大的国际部门,并表示该部门的总收入增长了5.2%,达到1347.1亿美元,高于分析师的预期。(财富中文网)

编译:陈聪聪

在11月17日的一次发言中,沃尔玛的首席执行官董明伦(Doug McMillon)罕见地涉足了政治:他向乔·拜登送上了祝福,恭贺他当选美国总统,成为诸多“承认拜登胜选”的商界领袖的一员——尽管这一结果依然被特朗普毫无根据地反对着。

在一个讨论沃尔玛第三季度强劲业绩的电话会议中,董明伦以“祝贺拜登当选总统”结束了他的开场白。他还说:“我们期待与政府和参众两院合作,推动国家的进步。”

有报道称,上周,约有24位美国商界顶尖的首席执行官在一场电话会议中讨论了特朗普拒绝卸任的可能。目前还不知道董明伦是否也加入其中,但这位沃尔玛的老板也是“商业圆桌会”联盟(Business Roundtable)的一员——该联盟由一众美国顶级企业的高管组成,并在上周公布,他们承认并祝贺拜登当选总统、贺锦丽(Kamala Harris)当选副总统,为大企业们避免了一场可能损害经济复苏的政治动荡。

特朗普政府向各州施加的法律挑战在很大程度上已经式微——并没有发现选票中存在重大的违规行为。拜登赢得了306张选举人票,足以让他坐稳总统职位。

在那些能够与这位全美最大的私营公司掌门人匹敌的首席执行官中,很少有人像董明伦那样,明确地表达对拜登胜选的祝贺。高盛的首席执行官大卫·所罗门则是另一位。考虑到其广泛的客户基础,沃尔玛很少涉足政治议题。

沃尔玛在第二季度的表现——尤其是占该公司收入60%以上的美国部门——继续蓬勃发展,因为疫情之下,消费者出行相对受限,就会更固定地在像沃尔玛这样的零售商处购物。同时,沃尔玛不断扩张、完善的电商平台和便利的门店自提服务也是吸引消费者的一大优势。

沃尔玛的销售额——包括开业一年以上的实体店和线上平台的收入,同比增长了6.4%,达到了疫情爆发前的标准。电商业务增长了78%——正如董明伦指出,电商业务在“相当大的程度上”减少了沃尔玛的损失。通过让消费者线上下单、门店自提,公司节省了运输费用,并出售了更多高利润商品,从而也获得了可观的收入。

但一些危险的迹象也有所显现。线下销售额同比仅增长0.7%。线下交易的客流量下降了14%,但消费者的支出却增加了24%——这表明,对疫情保持警惕的消费者很少线下购物,逛街时的冲动消费和其他支出就会减少,这也可能让沃尔玛蒙受损失,尤其是在假期。

而且,尽管6.4%的销售额增幅超出华尔街预期近三个百分点,但与上一季度相比却明显放缓。分析师认为,与美国第二大零售商塔吉特相比,沃尔玛今年更仰赖那些依靠政府补助的低收入群体。董明伦本人也说,由于数百万美国人获得的经济援助减少,沃尔玛也“收益减少”。

GlobalData数据库的常务董事尼尔·桑德斯在一份研究报告中写道:“和其他许多零售商相比,沃尔玛更依赖低收入消费人群,因而当他们的经济状况受到冲击,消费能力下降,沃尔玛也会受到影响……沃尔玛的消费者来自不同阶级,但他们对沃尔玛营收的推动力不再相同。”

尽管如此,该公司的财务主管布雷特·比格斯在电话会议中告诉分析师,他预计在假期期间,沃尔玛仍将表现强劲,而自疫情开始流行以来,这一趋势一直延续至今。他说:“消费者的购买行为是具有弹性的。”比格斯还指出,沃尔玛的库存水平有所提高,这在假日期间至关重要,因为节日期间如果商店的产品短缺,会对销售状况产生负面影响。

该公司旗下的山姆会员店也蓬勃发展,销售额同比增长了11.1%——和沃尔玛在该业务上最直接的竞争对手开市客状况相同,后者的增长势头也很强劲。沃尔玛还运营着一个庞大的国际部门,并表示该部门的总收入增长了5.2%,达到1347.1亿美元,高于分析师的预期。(财富中文网)

编译:陈聪聪

In a rare foray into politics, Walmart CEO Doug McMillon expressed well-wishes to President-elect Joe Biden on November 17, joining the roster of business leaders and groups to acknowledge the election results that President Donald Trump continues to baselessly dispute.

On a conference call to discuss Walmart's strong third-quarter results, McMillon ended his opening remarks by saying, "Congratulations to President-elect Joe Biden." He continued: "We look forward to working with the administration and both houses of Congress to move the country forward."

Last week, some 24 of America’s top CEOs convened to discuss the possibility of Trump’s refusal to leave office, according to news reports. It is not known whether McMillon was on that call, but the Walmart boss is a member of the Business Roundtable, which last week released a statement acknowledging and congratulating Biden and Vice President–elect Kamala Harris in their new roles as Big Business looks to avoid the political tumult that could harm the economy’s recovery.

The Trump administration's legal challenges in various states have largely fizzled, and no major voting irregularities have been detected. Biden won 306 Electoral College votes, more than enough to win the presidency.

Few CEOs have been as explicit as McMillon, who leads the largest company and private employer in the U.S., in congratulating Biden. Goldman Sachs CEO David Solomon was another. Because of its broad customer base, Walmart rarely wades explicitly into political discussions.

As for Walmart's performance during the second quarter, the retailer's U.S. division, which generates more than 60% of the company's revenue, again flourished as shoppers consolidated trips at fewer retailers and took advantage of Walmart's expansive e-commerce offering and ability to have shoppers pick up orders curbside.

Comparable sales, which include business at stores open for at least 12 months and digital revenue, rose 6.4%, high by pre-pandemic standards for Walmart. E-commerce rose 78%, and McMillon noted that Walmart had "significantly" reduced losses on e-commerce. It achieved that by having more people retrieve orders at stores, which saves the company on shipping, and by selling more high-margin items.

At the same time, there were some danger signs. In-store comparable sales rose only 0.7%. The number of transactions, a proxy for shopper visits, fell 14%, but shoppers spent 24% more, suggesting that shoppers wary of COVID-19 are visiting stores less often. That could hurt Walmart in terms of impulse purchases and other spending that arises from browsing, something particularly important during the holidays.

What's more, while the 6.4% increase bested Wall Street forecasts by nearly three percentage points, it was a marked slowdown from the previous quarter. Analysts pegged that in large part to Walmart's larger reliance on lower-income customers dependent on government assistance this year, compared to Target's clientele, for example. McMillon himself noted Walmart had gotten "less benefit" as millions of Americans received less financial assistance.

"Walmart is more exposed to this group than many other retailers and, as a result, saw some deterioration in spending levels," GlobalData managing director Neil Saunders wrote in a research note. "It is no longer being boosted by uniformly higher spending across all the income groups it serves."

Still, finance chief Brett Biggs told analysts on the call he expected Walmart to have a strong holiday quarter, with the trends that have buoyed it so far since the pandemic started persisting. "Customers are resilient," he said. Biggs also noted Walmart had made improvements in its in-stock levels, also crucial during the holidays, when product shortages at stores would dent sales.

The company's Sam's Club business also prospered, with comparable sales up 11.1% as it enjoyed the same factors boosting its most direct rival, Costco Wholesale. Walmart, which also operates a big international division, said total revenue rose 5.2% to $134.71 billion, above analyst projections.

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