經濟下滑影響美國人消費，零售巨頭CEO遭解雇
Colin Lodewick
2022-07-04
Bed Bath and Beyond公司前首席執行官馬克·特里頓。圖片來源：GARY GERSHOFF—GETTY IMAGES
由于供應鏈壓力和天然氣成本上升削減了銷售收入，零售巨頭在2022年的開局尤其艱難。
根據Bed Bath & Beyond在6月29日發布的最新收益報告，今年的銷售額同比下降了25%。這家總部位于新澤西州尤寧市的公司公布凈虧損3.85億美元，而該公司去年虧損了5100萬美元。這家公司對此的響應是什么呢？解雇了首席執行官馬克·特里頓。
但考慮到消費者支出的狀況，或許這并不令人感到意外。
此前，沃爾瑪（Walmart）、塔吉特（Target）和亞馬遜（Amazon）都公布了低于預期的第一季度收益。面對高通脹和潛在的經濟衰退，消費者支出基本保持強勁。但在6月的早些時候，美國商務部（Commerce Department）透露，汽車、電子產品和電子商務等商品的國內零售額今年首次放緩。
由于目前美國的通貨膨脹率達到了自1981年以來的最高水平，而美聯儲（Federal Reserve）正在實施更緊縮的貨幣政策，設法降低通貨膨脹率。專家和商界領袖都在發出警告，稱經濟衰退可能即將到來。最近接受《金融時報》（Financial Times）和Initiative on Global Markets調查的宏觀經濟學家中，有三分之二的人表示他們預計會出現經濟衰退，而接受商業洞察公司世界大型企業聯合會（Conference Board）調查的全球高管中，超過四分之三的人表示他們也這么認為。
暫時接替特里頓的是休·格魯夫，她曾經擔任董事會戰略委員會主席。
公司的董事會主席哈麗雅特·埃德爾曼在一份宣布領導層變動的聲明中稱：“經過充分考慮，董事會認為是時候更換領導層了。”特里頓于2019年加入Bed Bath & Beyond，此前他曾經在塔吉特擔任首席商務官，擴大了該公司的自有品牌。
埃德爾曼在聲明中寫道：“我們相信，休能夠將行業經驗和Bed Bath & Beyond運營知識正確結合起來，以集中資源引領公司發展，并酌情修改戰略。”
格魯夫寫道，她了解Bed Bath & Beyond目前面臨的“宏觀經濟”環境。
她說：“在本季度，客戶情緒發生了劇烈變化，從那時起，壓力大幅升級。”她強調了通貨膨脹和新冠疫情導致的消費者購買模式波動對Bed Bath & Beyond業務的影響。
埃德爾曼指出，特里頓在擔任首席執行官期間幫助公司渡過了疫情難關，還重構了Bed Bath & Beyond的總體戰略，為股東帶來了回報，并投資技術和基礎設施。
然而，這些行動無法保住他在公司高層的地位。“現實很簡單……我們第一季度的業績沒有達到預期。”格魯夫寫道。（財富中文網）
譯者：中慧言-王芳
由于供應鏈壓力和天然氣成本上升削減了銷售收入，零售巨頭在2022年的開局尤其艱難。
根據Bed Bath & Beyond在6月29日發布的最新收益報告，今年的銷售額同比下降了25%。這家總部位于新澤西州尤寧市的公司公布凈虧損3.85億美元，而該公司去年虧損了5100萬美元。這家公司對此的響應是什么呢？解雇了首席執行官馬克·特里頓。
但考慮到消費者支出的狀況，或許這并不令人感到意外。
此前，沃爾瑪（Walmart）、塔吉特（Target）和亞馬遜（Amazon）都公布了低于預期的第一季度收益。面對高通脹和潛在的經濟衰退，消費者支出基本保持強勁。但在6月的早些時候，美國商務部（Commerce Department）透露，汽車、電子產品和電子商務等商品的國內零售額今年首次放緩。
由于目前美國的通貨膨脹率達到了自1981年以來的最高水平，而美聯儲（Federal Reserve）正在實施更緊縮的貨幣政策，設法降低通貨膨脹率。專家和商界領袖都在發出警告，稱經濟衰退可能即將到來。最近接受《金融時報》（Financial Times）和Initiative on Global Markets調查的宏觀經濟學家中，有三分之二的人表示他們預計會出現經濟衰退，而接受商業洞察公司世界大型企業聯合會（Conference Board）調查的全球高管中，超過四分之三的人表示他們也這么認為。
暫時接替特里頓的是休·格魯夫，她曾經擔任董事會戰略委員會主席。
公司的董事會主席哈麗雅特·埃德爾曼在一份宣布領導層變動的聲明中稱：“經過充分考慮，董事會認為是時候更換領導層了。”特里頓于2019年加入Bed Bath & Beyond，此前他曾經在塔吉特擔任首席商務官，擴大了該公司的自有品牌。
埃德爾曼在聲明中寫道：“我們相信，休能夠將行業經驗和Bed Bath & Beyond運營知識正確結合起來，以集中資源引領公司發展，并酌情修改戰略。”
格魯夫寫道，她了解Bed Bath & Beyond目前面臨的“宏觀經濟”環境。
她說：“在本季度，客戶情緒發生了劇烈變化，從那時起，壓力大幅升級。”她強調了通貨膨脹和新冠疫情導致的消費者購買模式波動對Bed Bath & Beyond業務的影響。
埃德爾曼指出，特里頓在擔任首席執行官期間幫助公司渡過了疫情難關，還重構了Bed Bath & Beyond的總體戰略，為股東帶來了回報，并投資技術和基礎設施。
然而，這些行動無法保住他在公司高層的地位。“現實很簡單……我們第一季度的業績沒有達到預期。”格魯夫寫道。（財富中文網）
譯者：中慧言-王芳
Retail giants have had a particularly hard start to 2022 as supply chain stress and heightened gas costs have cut into sales revenue.
Sales decreased by a full 25% this year compared to a year before, according to Bed Bath & Beyond’s most recent earnings report, on June 29. The Union, N.J.-headquartered company reported a net loss of $385 million, compared to a loss of $51 million last year. The company’s response? It fired CEO Mark Tritton.
But maybe it shouldn’t have been such a surprise in light of what’s going on with consumer spending, or not going on with it.
Previously, Walmart, Target, and Amazon all revealed Q1 earnings that trailed estimates. Consumer spending has been mostly strong in the face of high inflation and a potential recession. But earlier June, the Commerce Department revealed that domestic retail sales for things like cars, electronics, and e-commerce had slowed for the first time this year.
With inflation currently the highest it’s been since 1981 in the U.S., and the Federal Reserve enacting tighter monetary policy to try and bring them down, experts and business leaders alike have been sounding the alarm that a recession could be on the horizon. Two-thirds of macroeconomists recently surveyed by the Financial Times and the Initiative on Global Markets said they’re anticipating a recession, while more than three quarters of global executives surveyed?by business insights company Conference Board said they are as well.
Replacing Tritton on an interim basis is Sue Grove, who previously served as chair of the board’s strategy committee.
“After thorough consideration, the board determined that it was time for a change in leadership,” wrote Harriet Edelmen, chair of the company’s board of directors, in a statement announcing the leadership change. Tritton joined Bed Bath & Beyond in 2019 after serving as chief merchandising officer at Target, where he had expanded the company’s private label brands.
“We are confident Sue brings the right combination of industry experience and knowledge of Bed Bath & Beyond’s operations to lead the company, focus our resources, and revise strategy, as appropriate,” wrote Edelman in her statement.
Grove wrote that she is aware of the “macroeconomic” environment Bed Bath & Beyond is currently facing.
“In the quarter there was an acute shift in customer sentiment and, since then, pressures have materially escalated,” she wrote, highlighting the impact of inflation and fluctuations in consumer purchasing patterns as a result of the pandemic on Bed Bath & Beyond’s business.
Edelmen noted that Tritton had helped the company navigate through the pandemic during his tenure as CEO, along with reconfiguring Bed Bath & Beyond’s overall strategy, delivering returns to shareholders, investing in technology and infrastructure.
Those actions, however, could not preserve his place at the top of the company. “The simple reality … is that our first quarter’s results are not up to our expectation,” wrote Grove.
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