1. El espejismo de las ventas récord en Black Friday.
Aunque las cifras totales de gasto reportaron incrementos, los datos sugieren que este crecimiento es nominal y está impulsado por el encarecimiento de los productos, no por un aumento en el volumen de ventas.
- The record is a mirage. People bought 7 fewer items. Higher prices and inflation made the total number a record less stuff for more money.
- Salesforce data found that order volume fell by about 1 year over year, while average selling prices were up 7 percentindicating that much of the growth was caused by inflation rather than any uptick in shopping enthusiasm.
- Black friday spending rose by about the rate of inflation. In fact, the number of items purchased was 1 percent less than the last year.
2. El impacto directo de los aranceles en los regalos navideños.
La implementación de aranceles ha provocado un aumento drástico en el costo de artículos populares, desde juguetes hasta electrónica, afectando severamente el poder adquisitivo de las familias.
- The price of a gift i got my wife last christmas is nearly 250 50 more this black fridayholiday season. Now thats inflation and its not because the deal is significantly less. The price of the item has skyrocketed due to tariffs and inflation.
- Popular gift prices are up 26 - nearly 9x the overall inflation rate.
- I recently bought myself a new pair of ski boots and had to pay an extra 50 because of the tariffs. Not joking. This happened.
3. Cambios en el comportamiento del consumidor y priorización de necesidades.
Ante la presión económica, los consumidores están modificando sus hábitos, priorizando la compra de artículos de primera necesidad sobre los regalos tradicionales y recurriendo al crédito.
- Inflation is so bad americans are counting on black friday just to afford groceries and everyday essentials.
- Christmas shopping turns practical as inflation bites. Adobe analytics data shows rising demand for essentials like appliances, clothing and cookware.
- Order volume actually dropped. Inflation was the reason behind the increased sales numbers. More sales went on credit. Buy now pay later plans increased 11 from last year.
4. Encarecimiento de las celebraciones de Halloween y Acción de Gracias.
Las festividades previas a la Navidad también han sufrido el impacto de la inflación, con aumentos significativos en los precios de dulces, disfraces y alimentos para la cena tradicional.
- Candy is 11 more expensive this halloween than last. Thats almost quadruple the overall rate of inflation.
- Thanksgiving costs climbed about 10 this year over last year, according to new research from .org. Thats an increase of more than 3x the overall inflation rate.
- Walmart dropped pecan pie, whipped cream and cranberry relish from its holiday basket to hide the inflation impact.
5. Desafíos para el sector minorista y las pequeñas empresas.
Tanto las grandes cadenas como los pequeños comercios enfrentan dificultades debido a la caída en la demanda discrecional y el aumento de los costos operativos y de importación.
- Targets third-quarter profit tumbled as the retailer struggles to lure shoppers that are being pressed by stubbornly high inflation.
- Small businesses all over the u.s. Are being squeezed this holiday season tariffs, supply-chain chaos, inflation, rising costs, tighter margins.
- Seasonal hiring is expected to hit its lowest level since 2009 tariffs and inflation are likely to blame as retailers pare back on hiring.