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因小偷太多,这家公司三季度业绩下跌

PHIL WAHBA
2021-11-28

百思买也指出,本季度有组织的团伙盗窃现象数量激增,这妨碍了销售额的增长。

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本周二,电子产品零售商百思买(Best Buy)公布了2021年第四季度业绩,报告称营收呈良好态势。尽管产品供应出现短缺,且消费者为居家办公添置设备的劲头比去年有所放缓,但销售收入却持续增长。然而,百思买也指出,本季度有组织的团伙盗窃现象数量激增,这妨碍了销售额的增长。

百思买首席执行官科里·巴里(Corie Barry)在公司的业绩报告电话讨论会上对华尔街分析师表示:“纵观整个零售业,针对零售门店的有组织盗窃犯罪确实越来越多。”巴里还表示,百思买正在研究如何“用安全锁保护产品的同时仍能给顾客带来良好体验”,并在一些门店雇佣了安保人员。虽然给大部分商品上安全锁可有效减少被盗损失,但作为零售商,此种做法可能会给顾客带来不便,从而引发新的问题——如果一位消费者想在百思买挑选耳机,或者在CVS(美国连锁零售药店)买剃须刀片,是无法自行拿取商品的,必须找店里的员工帮忙。

就在巴里发表此番意见的几天前,也就是上周六,加州核桃溪市旧金山湾区的诺德斯特龙(Nordstrom)遭到了抢劫。多达80个人乘25辆车来到这家高档连锁百货店,封锁了店前交通,殴打店内员工,然后将店面洗劫一空。这次闪袭只持续了一分钟左右。

上个月,美国最大连锁药店沃尔格林(Walgreens)表示,由于失窃严重,该公司将关闭旧金山的五家门店。(然而《旧金山纪事报》基于对当地犯罪数据的统计分析,对其公布的关店原因提出了质疑。)据《华尔街日报》近期报道,自新冠疫情爆发以来,CVS的失窃事件增加了30%。上周,美国仅次于沃尔玛的第二大零售百货集团塔吉特公司在其业绩报告中指出,尽管公司收益还算不错,但出现了“存货盘点持续减少”的现象。“存货盘点减少”这一行业术语指因入店盗窃、员工自窃或在运输过程中发生的货物灭失现象。

据《华尔街日报》报道,美国执法与零售联盟估计,针对零售店面的有组织盗窃犯罪目前每年造成约450亿美元的损失,比过去10年增加了50%。

巴里在电话采访中告诉媒体,虽然店面失窃问题在加州是一种普遍现象,且在旧金山尤为严重,但百思买“全国各地的店面都存在这种问题”。除了盗窃,一些人甚至还携带撬棍、枪支等进行武装抢劫,或者直接聚众冲进店里,见什么拿什么。此外,顾客们在疫情期间也不是很守规矩。巴里说:“这是一个非常现实的问题,这种行为会切实对人们造成伤害和惊吓。”

由于经日累月地应付不守规矩的顾客,零售店面的店员经常疲惫不堪,且面临人手不足的问题。因此各零售商家都开始争先恐后地提薪和增加福利待遇,拼尽全力招聘店员,希望他们能够长期工作下去。而失窃和抢劫频发,又让这种招工大战变得更加白热化。

巴里在接受记者采访时说:“当谈到为什么跳槽或转行的人如此之多的时候,我总会想到自家员工中存在的类似问题。” 然而问题不能只停留于想,百思买和其他大零售商主要面对的挑战是,如何才能找到破解之法。

巴里说:“要杜绝这种犯罪行为,太难了。”(财富中文网)

本周二,电子产品零售商百思买(Best Buy)公布了2021年第四季度业绩,报告称营收呈良好态势。尽管产品供应出现短缺,且消费者为居家办公添置设备的劲头比去年有所放缓,但销售收入却持续增长。然而,百思买也指出,本季度有组织的团伙盗窃现象数量激增,这妨碍了销售额的增长。

百思买首席执行官科里·巴里(Corie Barry)在公司的业绩报告电话讨论会上对华尔街分析师表示:“纵观整个零售业,针对零售门店的有组织盗窃犯罪确实越来越多。”巴里还表示,百思买正在研究如何“用安全锁保护产品的同时仍能给顾客带来良好体验”,并在一些门店雇佣了安保人员。虽然给大部分商品上安全锁可有效减少被盗损失,但作为零售商,此种做法可能会给顾客带来不便,从而引发新的问题——如果一位消费者想在百思买挑选耳机,或者在CVS(美国连锁零售药店)买剃须刀片,是无法自行拿取商品的,必须找店里的员工帮忙。

就在巴里发表此番意见的几天前,也就是上周六,加州核桃溪市旧金山湾区的诺德斯特龙(Nordstrom)遭到了抢劫。多达80个人乘25辆车来到这家高档连锁百货店,封锁了店前交通,殴打店内员工,然后将店面洗劫一空。这次闪袭只持续了一分钟左右。

上个月,美国最大连锁药店沃尔格林(Walgreens)表示,由于失窃严重,该公司将关闭旧金山的五家门店。(然而《旧金山纪事报》基于对当地犯罪数据的统计分析,对其公布的关店原因提出了质疑。)据《华尔街日报》近期报道,自新冠疫情爆发以来,CVS的失窃事件增加了30%。上周,美国仅次于沃尔玛的第二大零售百货集团塔吉特公司在其业绩报告中指出,尽管公司收益还算不错,但出现了“存货盘点持续减少”的现象。“存货盘点减少”这一行业术语指因入店盗窃、员工自窃或在运输过程中发生的货物灭失现象。

据《华尔街日报》报道,美国执法与零售联盟估计,针对零售店面的有组织盗窃犯罪目前每年造成约450亿美元的损失,比过去10年增加了50%。

巴里在电话采访中告诉媒体,虽然店面失窃问题在加州是一种普遍现象,且在旧金山尤为严重,但百思买“全国各地的店面都存在这种问题”。除了盗窃,一些人甚至还携带撬棍、枪支等进行武装抢劫,或者直接聚众冲进店里,见什么拿什么。此外,顾客们在疫情期间也不是很守规矩。巴里说:“这是一个非常现实的问题,这种行为会切实对人们造成伤害和惊吓。”

由于经日累月地应付不守规矩的顾客,零售店面的店员经常疲惫不堪,且面临人手不足的问题。因此各零售商家都开始争先恐后地提薪和增加福利待遇,拼尽全力招聘店员,希望他们能够长期工作下去。而失窃和抢劫频发,又让这种招工大战变得更加白热化。

巴里在接受记者采访时说:“当谈到为什么跳槽或转行的人如此之多的时候,我总会想到自家员工中存在的类似问题。” 然而问题不能只停留于想,百思买和其他大零售商主要面对的挑战是,如何才能找到破解之法。

巴里说:“要杜绝这种犯罪行为,太难了。”(财富中文网)

Best Buy reported good quarterly results on Tuesday, noting continued sales gains despite product shortages and consumers focused less on building out home offices than they were last year. But the electronics retailer noted one factor that slowed its growth: a jump in thefts they say is perpetrated by organized rings.

"Across retail, we are definitely seeing more and more particularly organized retail crime," Best Buy CEO Corie Barry told Wall Street analysts on a conference call to discuss its earnings report. Barry also said the company was looking into how it could "lock up product that still make that a good customer experience" and has also hired security at some store locations. While locking more items up could reduce loss, it raises another risk for retailers by creating a new point of friction—customers might have to look for an employee to grab a set of headphones at Best Buy, or a pack of razor blades at CVS.

Barry's comments come days after a dramatic attack on a Nordstrom store in which 80 people ransacked the luxury store in Walnut Creek, Calif., in the Bay Area on Saturday by driving up to the store in 25 cars and blocking access to it, before looting it and assaulting employees in a raid that only took about a minute.

Last month, Walgreens said it was closing five San Francisco stores due to shoplifting. (An analysis of local crime statistics by the San Francisco Chronicle questioned that premise for the store closings.) The Wall Street Journal recently reported that shoplifting at CVS stores has risen 30% since the start of the pandemic. Last week, in its otherwise strong earnings report, Target noted "increased inventory shrink," an industry term for merchandise lost to shoplifting, theft by employees or simply lost during transit.

The Coalition of Law Enforcement and Retail estimates that organized retail crime is responsible for around $45 billion in annual losses now, 50% more than a decade, according to The Journal's report.

But Barry told reporters on a media call that while was the theft problem was more acute in San Francisco specifically and California generally, Best Buy is seeing "pockets of it all over the country." That has included some people entering the stores armed with crowbars, guns, or simply groups running into the store and grabbing what they can. And that has been in addition to unruly customers during the pandemic. "This is a real issue that hurts and scares real people," Barry said.

That in turn could aggravate a big challenge for all retailers that has already seen them fall over each other to offer higher pay and new perks: attracting and retaining talent at a time retailers are struggling to have enough staff amid fatigue from months of dealing with often abusive shoppers.

"When we talk about why there are so many people looking for other jobs or switching careers, this of course would be something that would play into my concerns for our people," Barry told reporters. But the challenge for Best Buy and other major retailers is how to combat the problem.

"It's a difficult crime to stop," Barry said.

财富中文网所刊载内容之知识产权为财富媒体知识产权有限公司及/或相关权利人专属所有或持有。未经许可,禁止进行转载、摘编、复制及建立镜像等任何使用。
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