2025-06-17-花旗集团-美国零售业的天气_流量及调查结果_6月第2周与第1周相比出现减速_18页_1mb

Weather Summary: In June week 2, temperatures were 0.6°F colder than last year (LY) compared to -3.1°F colder during June week 1. Precipitation increased by +52% vs LY after a -3% drop in week 1. June week 3 is forecast to be the 5th warmest in 30+ years but cooler than LY, with heavy rains expected in the northeast, plains, and Midwest, while hot weather continues in the Southwest.

Store Traffic Summary: Total same-store traffic declined to -3.5% in June week 2, easing slightly from -3.1% in week 1. Apparel/accessories traffic worsened to -4.9% vs -4.4% a week ago, while electronics traffic was -1.2% vs -0.8%. Regionally, the West decelerated 360bps, Midwest accelerated 170bps, South and Northeast each accelerated 50bps. The 4-week moving average showed a YoY change towards deceleration, particularly in apparel where links to weekend weather were noted.

Web Traffic Summary: Web traffic varied significantly across sectors. Apparel brands like Levi's and Tommy Bahama saw acceleration, while assortments like Boot Barn experienced significant increases. Department stores and off-price retailers decelerated, but specialty sectors showed mixed trends. Growth was particularly noted in athletic wear and footwear, with declines in categories like BBWI due to seasonal events. Overall, web traffic trends reflect seasonal demand shifts and promotional activities.

Key Findings: Citi noted an overall deceleration in retail traffic from June week 1 to week 2, with apparel facing headwinds. Weather is influencing consumer behavior, and web data indicates regional and sector-specific responses to retail trends.