Apparel Industry's Fourth Quarter Earnings May Be Lower Than Expected.

Warm winter seriously affects the United States

Performance may not be as good as expected in the fourth quarter.

According to the US CNBC media, the temperature in the United States this winter is high, and the performance of the apparel industry is greatly affected.

Planalytics consulting firm preliminary statistics pointed out that this winter clothing industry performance loss in the United States at least more than 500 million U.S. dollars.

According to their statistics, the performance of clothing stores in the United States decreased from $421 million to $12 between November 1, 2015 and 12, and the performance loss increased to more than 500 million US dollars on the 26 th of 12 months.

Demand for clothing and clothing decreased by 10% compared with the same period last year, and the demand for boots and hats and scarves decreased by 4%.

Messi store CEO Terry Lundgren warned fashion

In the fourth quarter of 2015, financial performance may be very poor.

Planalytics analysts said that the US is now entering the real winter, but it is still hard to make up for the loss of performance during the Christmas holiday season.

Warm winter makes consumers reluctant to purchase warm clothing, and the clothing industry can only be forced to discount the stock.

They may be forced to sell products in discount stores such as TJX, etc. in the history of American fashion retailing, this has not happened for many years.

Paul Walsh, vice president of The Weather Company, opposed the idea that the sales of the apparel industry in the fourth quarter would not be as bad as many people expected.

He thinks Blizzard is the main reason why consumers can not buy clothes, and the weather in December this year is not too bad compared with last year.

However, he warned that retail performance may deteriorate next spring, because he believes that climate anomalies will cool the southern part of the United States and may cause bad weather in the north of the United States. Spring consumption may be delayed.

The negative impact of climate anomalies on fashion retailing is growing.

CEO, a fast fashion Gap group, says that one of the reasons why Banana Republic's performance is now troubled is the exceptionally warm autumn of this year.

Under the challenging retail environment of warm weather, CK parent PVH group's third quarter sales and earnings performance is poor.

H&M, a fast fashion brand in Sweden, said that its sales in November increased by 4% over the same period last year, lower than analysts had predicted that sales in November will rise by 9% over the same period last year, mainly due to the warm weather in North America and parts of Europe affecting the sales of winter clothing.

Domestic fashion

Vip.com also said that the third quarter revenue weakness was due to the warmer weather in China this autumn than expected, causing users to postpone the purchase of costumes for autumn and winter.

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However, in recent media reports, the business model of the fast fashion giant Zara is leading the fashion retailing industry to avoid the impact of climate change on sales slump.

CEO Neil Saunders of Conlumino, a retail consultancy, once said, "Zara is obviously different from those who can not predict the performance of each quarter in advance, and can not adjust the output in the middle season and introduce new styled clothing retail enterprises.

In the current market, the trend of change is very fast. Fashion retailing is more affected by climate fluctuations. The rapid response of supply chain to adapt to climate change has become one of the core competitive advantages of Zara. "

According to industry sources, Zara's fashion retail business model is obviously a business model that can withstand the warm autumn or climate factors, which makes Zara's competitors more and more fearful.