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  来源:华尔街见闻

  自4月2日特朗普宣布“对等关税”以来,ThredUp和SaversValueVillage——美国两家最大的公开交易二手商店——的股价分别上涨了31%和22%,同期标准普尔零售精选指数下跌了7%。

  特朗普关税政策重创美国传统零售商的同时,二手市场可能成为意外赢家。

  “二手销售是少数几个从政府全球关税政策中受益的行业,”在线寄售和二手商店ThredUp的首席战略官AlonRotem表示,“我们销售的所有商品都来自美国人的衣柜,所以我们销售的所有商品都是(对关税)免疫的。”

  自4月2日特朗普宣布“对等关税”以来,ThredUp和SaversValueVillage——美国两家最大的公开交易二手商店——的股价分别上涨了31%和22%,同期标准普尔零售精选指数下跌了7%。

  二手市场真能避开关税?

  根据耶鲁预算实验室数据,目前已经落地的特朗普关税,预计将使美国CPI上涨2.9%,这将使普通家庭每年额外支出4700美元。分析师警告,未来几个月,服装和玩具的成本可能会大幅上涨,因为美国时尚和商品行业严重依赖进口。

  这一前景下,能够避开关税的二手商迎来巨大的发展机会,BMOCapitalMarkets的零售分析师SimeonSiegel表示,二手市场已经在年轻消费者中很受欢迎,在经济衰退的情况下具有“双倍吸引力”,因为更多的潜在买家开始寻找折扣。

  点对点在线二手市场OfferUp的首席创新官KenMurphy说:

  根据CapitalOne汇编的数据,2024年美国二手市场价值约为500亿美元,比2023年增长了30%。

  Carden表示,市场的增长主要是由于购买二手商品所附带的耻辱感减少,特别是在注重可持续性的年轻人中,而不是价格动态。然而,他指出,通胀压力的再次出现可能会扩大对二手服装的接受度,并吸引更多年长和更富裕的消费者进入市场。

  Chipotle墨西哥烧烤餐厅周一表示,将在墨西哥开设一家门店,于明年年初开业,从而开启其国际扩张之路,首次将玉米卷饼和墨西哥卷饼带到这个地区。

  该公司将通过与总部位于拉丁美洲的餐厅运营商阿尔塞亚集团(AlseaGroup)合作进入墨西哥市场,并将开始探索该地区更多的扩张市场。

  2023年7月,Chipotle与总部位于科威特的阿尔沙亚集团(AlshayaGroup)签署了其首份国际发展协议,以进军中东市场。目前,双方在科威特运营着三家餐厅,在阿拉伯联合酋长国运营着两家餐厅。

  这家墨西哥卷饼连锁店在2月份表示,正在评估美国总统唐纳德・特朗普对该地区征收的关税以及这些关税对今年原材料成本的影响,之后便宣布了进军墨西哥的计划。

  和其他依赖从墨西哥采购食材的餐厅及快餐连锁店一样,Chipotle也预计其年度同店销售额增长将较为疲软,已做好应对通货膨胀冲击的准备。

  该公司目前运营着超过3700家餐厅,并计划今年在全球范围内开设315至345家新餐厅。

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