Ukuthatha okubalulekile:
Ukukhuphuka kwentengo yezitolo ezinkulu kuyaqhubeka nokubeka ingcindezi yezindleko kubathengi
Izikhondlakhondla zesuphamakethe i-Woolworths kanye ne-Coles zikhiye amanani kumakhulu ezinto zokudla zansuku zonke
Intengo eholwa yisigaba sokudla esisha ikhuphuka ngekota kaDisemba ka-2022
Ukwehla kwamandla emali okudla kulindeleke ukuthi kuqhubeke kuze kube okungenani maphakathi no-2023
Izintengo zesuphamakethe zinyukile ezinyangeni ezedlule, kanti amanani okudla negrosa abe nomthelela omkhulu ukwehla kwamandla emali aqondene kulo lonke elase-Australia. Ngokuvumelana ne idatha evela ebhange lokutshala imali i-UBS, amanani okudla e-Woolworths nase-Coles anyuke ngesilinganiso esingu-9.2% phakathi nezinyanga ezintathu kuya kuZibandlela wezi-2022, egxuma esuka esilinganisweni esingu-8.2% ngekota kaSepthemba. Lezi zibalo zibonisa ikota yokugcina enzima ka-2022 kubathengi kanye nokwanda kokuntengantenga ezitolo ezinkulu. Nakuba izinhlelo zokumisa amanani ezitolo ezinkulu zilethe impumuzo yesikhashana kubathengi, ukwehla kwamandla emali okudla kusalindeleke ukuthi iqhubeke ngo-2023.
Akuwona amanani amasha
Idatha evela ku I-Australian Bureau of Statistics (ABS) futhi ikhombisa ukuthi izintengo zegrosa zikhuphuke ngekota yonkana kaDisemba ka-2022-23, ngenxa yezindleko eziphakeme zabalimi nabakhiqizi kanye nesidingo esinamandla ngesikhathi sikaKhisimusi.
- Ubisi kanye nemikhiqizo ehlobene nayo iqophe ukwanda okukhulu kakhulu, ngama-4.2%.
- Ubisi, ikakhulukazi, beluyindlala ngo-2022, olwenyusa amanani entengo.
- Isidingo esinamandla samazwe ngamazwe, ukuphazamiseka kokuhlinzekwa kokusanhlamvu kanye nezindleko eziphakeme zikaphethiloli nomanyolo kukhuphule amanani entengo yenyama.
- Inkinga yezikhukhula empumalanga ye-Australia iphazamise ukuhlinzekwa kwemikhiqizo emisha phakathi nonyaka, kodwa ukunciphisa izingqinamba zokulethwa kwezidingo kwenze ukuthi amanani ezithelo nemifino ehle ngo-7.3%.
- Ukwehla kwezintengo zezithelo nemifino kunciphise kancane ukukhuphuka kwamanani egrosa ngekota kaDisemba.
Impi yamanani: Woolworths vs Coles
Phakathi nengxenye yesibili ka-2022, i-Woolworths kanye ne-Coles bobabili basebenzise ukumisa intengo yezinyanga eziyisithupha. Ngaphansi kwalezi zibopho, izinto ezibalulekile ezisohlwini lwesuphamakethe ngayinye zizohlala zinenani elifanayo naphezu komthelela wokwehla kwamandla emali. Uhlelo lwe-Woolworths lokumisa amanani seluphelelwe yisikhathi, kodwa u-Coles umemezele ukuthi uzokwengeza ukumiswa kwentengo yawo unomphela.
Zombili izitolo ezinkulu zisebenzisa izindlela ezahlukene uma kuziwa ekubhekaneni nengcindezi yezindleko ebekwe kubathengi. Yize isiqinisekiso samanani sikaWoolworths siphelelwa yisikhathi, inkampani imemezele ukuthi izoqhubeka nokubamba izinto eziningi ngentengo efanayo. Le nkampani yathatha indlela yesizini, isanda kwethula uhlelo lokunciphisa amanani kuzo zonke izinto zegrosa zasehlobo ezingama-300. UWoolworths uthe uzoqhubeka nokubuyekeza izicelo zokukhushulwa kwezindleko ezivela kubahlinzeki bempahla ngayinye.
Naphezu kwalokhu kumiswa kwamanani entengo, idatha ye-UBS ibonisa ukuthi amanani ewonke abephezulu kancane e-Woolworths kunase-Coles ngekota ka-Septhemba no-December ka-2022-23. I-Woolworths iqalise ukukhuphuka kwamanani okubukhali emikhiqizweni emisha, kuyilapho u-Coles ekhuphule amanani kakhulu kwezinye izitolo. I-Coles yayinolaka kakhulu ekwehliseni isaphulelo nasekunyusweni, ifuna ukuhlukanisa amanani ukuze ithole isabelo semakethe embangini yayo enkulu.
Kusho ukuthini ukushintshwa kwamanani embonini Yezitolo ezinkulu kanye Nezitolo Zokudla?
Imboni yezitolo ezinkulu zase-Australia kanye nezitolo zokudla iye yachuma eminyakeni emihlanu edlule. Imali engenayo yemboni ikhule ngama-2.2% ngonyaka kule minyaka emihlanu kuya ku-2022-23, yafinyelela ku-$130.2 billion. Imikhuba yokuthenga ethusayo yabathengi kulandela ukuqubuka kokuqala kwe-COVID-19 kukhuphule kakhulu imali yemboni. Ukuvalwa kwezindawo ezifana nezindawo zokudlela nezindawo zokudlela kwehlisa isidingo semikhakha yezokuvakasha neyokudla, okwenze ukuthi abathengi baphendukele ezitolo ezinkulu.
Kamuva nje, le mboni ihlomule ngokunyuka kwamandla emali okudla, osekwenze ukuthi izitolo ezinkulu zinyuse amanani azo. Izitolo ezinkulu zinamandla okudlulisela amanani aphezulu abahlinzeki kumakhasimende abo, zikhuphule imali etholwa yimboni futhi zisekele amamajini enzuzo. Kodwa-ke, le uptick ibingacaciswanga kangako ngezinto ezingabalulekile, njengoba isidingo sezidingo silingana.
UWoolworths noColes basebenzise kakhulu ingcindezi yokwehla kwamandla emali ukuze bazuze, kodwa ukwanda okuqhubekayo kwe-Aldi ne-Costco kubangela usongo kuma-giants esuphamakethe. Ukukhathazeka ngezindleko kwenze abathengi abaqaphela amanani baphendukele ezitolo ezinkulu ezinezindleko eziphansi. Isebenza ngokwesisekelo senani, isabelo semakethe ye-Aldi sikhuphuke safinyelela ku-10.1% ngo-2022-23. Ukuncintisana kwabadlali abancane kuphoqe u-Woolworths no-Coles ukuthi babuyekeze kabusha amasu abo ukuze bahlale bencintisana namanani futhi banikeze ulwazi oluqinile lwamakhasimende njengephuzu lomehluko.
U-Woolworths no-Coles bebelokhu bematasa ekulungiseni izidingo zabathengi emizamweni yabo yokugcina isabelo semakethe. Isibonelo, zombili izinkampani zitshale imali ekuhlaziyeni idatha ukuze zilandelele imikhuba yokuthenga yabathengi nezinto abazithandayo. I-Woolworth's ikhulise amandla ayo okuhlaziya idatha ngokuthengwa kwengxenye enkulu yenkampani ehlaziya idatha i-Quantium ngoMeyi 2021, iyihlanganise nokusebenza kwayo kwedatha okukhulu kwangaphakathi ukuze yakhe iyunithi yebhizinisi entsha, i-WiQ.
Ukulethwa: Ukushintsha endaweni yezitolo
Izitolo ezinkulu zandise ukuthenga kwazo ku-inthanethi eduze nezitolo zazo zezitini nodaka. Abadlali abakhulu bahlomula ngesidingo esinamandla ukuthenga ezitolo online kulandela ukuqubuka kwe-COVID-19. Imali engenayo embonini yokuthengiswa kwegrosa eku-inthanethi e-Australia inyuke ngo-46.2% ngo-2020-21, njengoba ukwanda kokuthenga ku-inthanethi kunwetshwe ezitolo zansuku zonke. Ngenkathi isidingo esinamandla sokuthenga ukudla okuku-inthanethi sesehlile selokhu kwaqala lo bhubhane, izitolo ezinkulu ziqhubekile nokutshala imali eziteshini zazo eziku-inthanethi, njengoba abathengi bekhangwa lula nokuqhathaniswa kwamanani akunikezayo.
I-Outlook: Isikhwama esixutshiwe
Imali engenayo embonini yezitolo ezinkulu kanye nezitolo zokudla kulindeleke ukuthi ikhule ngo-1.8% iye ku-$142.2 wezigidigidi kule minyaka emihlanu kuze kube ngu-2027-28, njengoba abadlali bezimboni beqhubeka nokusebenzisa ithuba lengcindezi yokwehla kwamandla emali. Ngenkathi i-RBA iphakamisa ukuthi izinga lokwehla kwamandla emali lifinyelele umvuthwandaba walo ekupheleni kuka-2022, ukwehla kwamandla emali kokudla kusalindelwe kabanzi ukuthi kuqhubeke kuze kube okungenani uJuni kulo nyaka. Izitolo ezinkulu ezinezindleko eziphansi zisendleleni yokuqhubeka nokubeka ingcindezi ezitolo ezinkulu njengoba abathengi abaningi bekhetha ezinye izindlela ezingabizi kakhulu phakathi izindleko eziqhubekayo zezingcindezi zokuphila. Ukuthengisa ku-inthanethi nakho kungase kuhlale kubalulekile ezitolo ezinkulu, njengoba u-Woolworths no-Coles sebevele bathole inzuzo yokuncintisana ngenxa yamanethiwekhi abo ezitolo akhona.
Kusho ukuthini ukukhuphuka kwentengo yegrosa endaweni yebhizinisi e-Australia?
Imiphumela yokukhuphuka kwentengo yegrosa ngokuqinisekile inwebela ngalé kwabadlali abasembonini yezitolo ezinkulu. Lezi zingcindezi zamanani zihlelelwe ukuthi zibe nokugeleza kwemiphumela emikhakheni engabalulekile njengoba iholo langempela lokuzikhethela lasekhaya liyehla kulo nyaka. Imikhakha engase izwe ukushisa ihlanganisa izitolo, izindawo zokuzivocavoca, ezemidlalo, ezokuvakasha kanye nezinsiza zokudla, njengoba abathengi behlisa ukusetshenziswa kwemali okungabalulekile ukuze babhekane nezintengo eziphakeme zezidingo ekukhokheni kwesitolo esikhulu. Ngokulandelayo, abakhiqizi bazobhekana nesidingo esiphansi sezinto ezingabalulekile. Amanye amafemu kule mikhakha kungase kudingeke ukuthi ahlele kabusha ukusebenza kwawo noma aphinde axoxisane nabahlinzeki-mpahla ukuze aqhubeke nokusebenza.
Amabhange nezinkampani zezinsizakalo zezezimali zingahlangabezana nokwenyuka kwenani lamakhasimende angakwazi ukukhokha imali ebolekiwe. Khonamanjalo, amafemu okubonisana kuyodingeka acabangele amasu azo okweluleka, aqinisekise ukuthi alandisa ngomthelela wokukhuphuka kwezindleko zezitolo ezinkulu kanye nemali engenayo ebuthakathaka yokuzikhethela kumakhasimende nezimboni zawo. Abadlali bezokuthengisa nabamaketha abagxile kubathengi bazodinga ukulandisa ngokuncipha kokusetshenziswa kwemali ngokubona, okungenzeka kudinge ukuthi kuphinde kuhlolwe imizamo yokumaketha ukuze kugcinwe amazinga emali engenayo ehlongozwayo. Ngokuvamile, amabhizinisi kuwo wonke umnotho angase adinge ukuphinde axoxisane ngezinkontileka zawo nabahlinzeki bawo futhi abheke ekukhuliseni ukusebenza kahle kwezinye izindawo zokusebenza kwawo.
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