2021年12月27日

英國著名百貨公司塞爾福裏奇以40億英鎊(54億美元)的價格被泰國和奧地利公司收購，這是個大新聞。它讓百貨公司注意到，有投資者欣賞它們的價值，看到它們的未來增長。(泰國和奧地利公司擁有的其他一些零售連鎖店見下文)。這就提出了一個問題;那麼目前作為梅西百貨控股的一部分而擁有和運營的奢侈百貨公司布魯明代爾百貨公司呢?擁有33家全線店、1家Bloomie’s店、1家家具店、21家高檔時裝專賣店。維基百科估計其銷售額為10.72億美元。該公司有一個獨立於梅西百貨商店領導層的管理團隊;它由托尼•斯普林(Tony Spring)領導，最近幾個月，他通過增加新的部門和搬遷整個商店的區域，巧妙地重新設計了這家店。布魯明戴爾百貨賺錢嗎? While sales figures and earnings are hidden in the Macy’s report, I think the last few years, during the pandemic, were difficult years for the company. There was a drop in foot traffic from domestic customers, and the lack of foreign visitors also hurt the company’s sales. Most notably, the flagship store in Manhattan felt the loss of tourism greatly. However, Bloomingdale’s has an excellent e-commerce platform and I estimate that during these pandemic years 35-40% of the company’s sales were made on the internet. The company was quick to adapt and offer “buy-on-line, pick-up in store”. Many of the pick-ups were made outside the stores with little customer contact. The Bloomingdale’s brand image is distinct, and its fashion merchandise differs from Macy’s. The store carries more luxury brands, and the average sales ticket is higher than Macy’s. It is the New York flagship store at Lexington Avenue and 59th Street that has frequent shows by world-renowned fashion designers. Names like Armani, Chanel, Gucci, Hermes, Ralph Lauren, Valentino, and Zegna are designer names customers can find throughout the store. A brief history of Bloomingdale’s: The company was founded in New York city by Joseph B. and Lyman G. Bloomingdale in 1861. It became a division of the Cincinnati-based Federated Department Stores in 1930 under then-president Samuel Bloomingdale. In 1994, the Macy’s department store chain joined the Federated Department Stores holding company. Then, in 2007, Federated was renamed Macy’s, Inc. MORE FOR YOU Selfridges was acquired jointly by Thailand’s Central Group which is owned by the Chirathivat family and Austrian real estate company Signa Holding owned by Rene Benko. They already own luxury department stores including KaDeWe in Germany, La Rinascente in Italy, Illum in Denmark, and Globus in Switzerland. We have lived through years of consolidation in the department store field. Now, as the retail world continues to go through restructuring and new rounds of management changes, there could be renewed interest in Bloomingdale’s as a self-operating enterprise. POSTSCRIPT: The entire Macy’s organization has many rumors swirling around it as activists try to gain some value from the enterprise. Those rumors focus on such possibilities as splitting out online business from the traditional store base and exploring real estate opportunities. I believe the e-commerce business is an integral part of the business, and I think the construction of a commercial tower is far in the future. But by monetizing the Bloomingdale’s operation, the company would benefit, and shareholders would get a reward.