2025-06-10-花旗集团-美国零售业的天气_流量及相关发现_6月第1周与5月第4周的减速情况对比_18页_1mb

Weather Analysis

• June Week 1: Temperatures were 3.1°F colder than the same period in 2024, continuing a trend from May Week 4's 2.3°F colder. Precipitation decreased by 3% year-over-year after a +22% increase in May Week 4.
• June Week 2 Expectations: WTI forecasts warmer and wettest conditions nationally, with severe storms expected in the South Central to Ohio Valley; Northeast and West will be warm and wet.

Retail Traffic Overview

• Total Same-Store Traffic: -3.1% vs. -1.9% in May Week 4 (2024), showing a deceleration. On a 2-year basis, it slowed by 60 basis points.
• Category-Specific Traffic:
  • Apparel/Accessories: -4.4% vs. -2.7% in May Week 4.
  • Electronics: -0.8% vs. -1.4% in May Week 4.
• Regional Changes: South decelerated 210 basis points, Northeast 190, West 20; Midwest accelerated 20 basis points. Total traffic was mixed compared to the prior week.

Web Traffic Insights

• Year-over-Year Changes: Detailed analysis for various subsectors:
  • Apparel: Brands like Levi's and Ralph Lauren saw gains, while others like Kate Spade declined.
  • Specialty Retail: Apparel brands like Anthropologie and Urban Outfitters accelerated, while Bath & Body Works decelerated.
  • Athletic Apparel: Hoka and ASOS accelerated, while Nike and Under Armour had mixed results.
  • Electronics & Others: Web traffic trends varied, with companies like Apple and Boot Barn showing specific directional changes. Overall, accelerated web traffic may indicate shifts in online demand, but sales depend on conversion factors.

This summary captures the core findings from the Citi Research report on US retail conditions as of June 9, 2025.