Simon Shares Dhia Rau Tshaj Tawm Tham nrog Amazon. Tab sis Hloov Khw Muag Khw Muag Khoom Yuav Tsum Hurdles

Shares ntawm Simon Property Groupjumped Monday tom qab tsab ntawv tshaj tawm uas tau hais tias qhov loj tshaj ntawm US khw tswv yog nyob hauv kev sib tham nrogAmazonto tig kaw qhov muag Sears thiab JC Penney cov khw muag khoom rau hauv cov chaw khaws khoom, vim nws zoo li sau qhov chaw tsis muaj chaw nyob thiab sau nqi ntau.

Simon cov khoom lag luam tau nce ntau dua 10% hauv kev ua lag luam ua ntej ntawm nws cov nyiaj tau los tom qab daim ntawv tshaj tawm tom khw hnub Monday.

Amazon cov kev sib tham nrog Ximoos yog tsom mus rau qee qhov chaw haujlwm ailing department cia rau hauv cov chaw kawg-mais kev ua tiav, The Wall Street Journal tau tshaj tawm Sunday, hais txog cov neeg paub txog qhov xwm txheej. Ob Sears thiab Penney tau ua ntaub ntawv pov tseg rau kev tiv thaiv kev tiv thaiv - Sears thaum Lub Kaum Hlis 2018 thiab Penney thaum Lub Tsib Hlis - raws li chav khw muag khoom tau poob zoo rau cov neeg nyiam yuav khoom. Ob lub tuam txhab tau tig los kaw qhov tsis zoo hauv khw muag khoom, raws li lawv sim nce qib tig.

Ximoos tsis kam qhia nyob rau hauv tsab ntawv ceeb toom. Amazon muaj txoj cai tsis tshaj tawm txog cov lus xaiv lossis kev xav, raws li nqe lus xa email rau CNBC.

Raws li daim ntawv Journal tau hais, nws tsis paub meej tias muaj pes tsawg qhov chaw sab hauv Simon lub khw muag khoom tau xav los ntawm Amazon. Lub tuam txhab ua haujlwm 63 Penney cov chaw thiab 11 Lub Chaw Muag Khoom, raws li lub tuam txhab cov ntaub ntawv luam tawm pej xeem nyob hauv lub Tsib Hlis.

Cov kws tshuaj ntsuam xyuas vaj muag tsev pom tias lub peev xwm hloov tau yog ib qho zoo, tsawg kawg nyob rau lub sijhawm ze, xav tias yuav nyuaj npaum li cas cov toj roob hauv pes muag khoom tau raug cuam tshuam los ntawm thecoronavirus pandemic. Tam sim no, ntau tshaj 40 tus neeg muag khoom tau thov kom poob lag luam nyob rau xyoo 2020, thiab cov khw muag khoom kaw tas li tau tshaj tawm los ntawm cov neeg muag khoom xyoo no tau tshaj txog 4,000 thiab areon pace los tsoo cov ntaub ntawv tshiab, raws li kev soj qab los ntawm Coresight Research.

Cov tswv khw hauv khw xws li Simon, nyeg, tab tom nrhiav qhov kev siv tshiab rau lub chaw muag khoom thaum qee tus neeg muag khoom tseem tab tom loj hlob. Covid-19 qhov kev kis kab mob tsuas yog ua rau muaj kev sib tw ntau ntxiv, los ntawm kev ua phem rau cov yeeb yaj kiab ua yeeb yaj kiab, cov chaw ua si lom ze, cov kws ntaus kis las, cov chaw ua haujlwm thiab cov tsev noj mov. Cov hom kev lag luam no tau, txog thaum nyuam qhuav dhau los, suav tias yog lwm txoj kev siv rau lub chaw muag khoom, los ntawm Simon thiab lwm tus neeg hauv khw.

"Nyob rau hauv ib puag ncig no, nws yuav nyuaj rau sau lub thawv ntawd qhov loj me hauv lub sijhawm luv luv," said Joseph Malfitano, tus tsim ntawm txoj haujlwm tig thiab tsim kho dua tshiab Malfitano Partners. "Ib qho kev cuam tshuam nrog Amazon muab kev kho sai raws li cov chaw no yuav xav tau kom sib cais, uas yuav siv sijhawm thiab nyiaj txiag."

Lwm qhov kev khuam siab muaj peev xwm yog qhov chaw khuam vaj tse zoned los ntawm tsoom fwv hauv nroog.

Cov khoom ntim khoom yog suav tias yog kev siv tshuaj, tsis yog kev coj ua. Qhov no txhais tau hais tias lub khw muag khoom qub yuav tau tsim kho dua tshiab, thiab cov zej zog ib puag ncig thiab lwm lub khw muag khoom thiab tsev noj mov hauv khw yuav tsis zoo siab txais kev hloov pauv. Lwm qhov yuav yog tus naj npawb ntawm cov tsheb thauj khoom thiab tsheb khiav hauv thiab tawm ntawm cov chaw nres tsheb hauv chaw nres tsheb, tshwj xeeb tshaj yog thaum hmo ntuj, cov kws tshuaj ntsuam xyuas hais tias.

Lub tsev khaws khoom Amazon kuj tuaj yeem nqa tus nqi qis dua rau ib tus xwm txheej tshaj li qhov chaw haujlwm tshwj xeeb cov neeg xauj tsev yuav. Cov khoom siv khib nyiab feem ntau them li ntawm $ 5 txog $ 10 rau ib tus ko taw nyob hauv tus nqi xauj tsev, hos chav khw muag khoom tuaj yeem them ze rau $ 20, Sandler O'Neill + Cov koom tes koom tes txhim kho koom siab ntseeg ua lag luam ua tus txheeb xyuas kev ntseegAlexander Goldfarbsaid.

Tab sis tam sim no, "ib lub zej zog xav tau cov nyiaj tau los ua se ... khw yuav loj tus tsav tsheb rau zej zog," Goldfarb tau hais.

Nws hais tias qhov teeb meem loj uas tus mob coronavirus kis tau zoo yuav ua rau zej zog kam txais tus neeg xauj tsev mus nyob hauv lub khw yuav khoom hauv lub nroog, nws hais.

Lwm qhov kev ntxhov siab rau Ximoos yuav dhau los ua raws li cov ntsiab lus, uas tuaj yeem ua rau thaum ib lossis tus naj npawb ntawm cov thauj tog rau nkoj hauv ib lub khw tawm ntawm qhov chaw. Cov kev cai lij choj no tau muab rau cov neeg xauj tsev nyob hauv lub khw loj kom rov kho lawv daim ntawv cog lus, uas muaj peev xwm them tsawg dua tus nqi xauj tsev, thaum lub khw loj hauv lub khw muag tsaus thiab cov tsheb khiav tawm.

Malfitano tau hais tias, "Tus neeg xauj tsev ib yam li Amazon ... tuaj yeem mus ncig cov khoom ntiag tug cov cai rau lwm tus neeg xauj tsev, uas kuj yuav ua rau tus nqi qiv nyiaj ntawm tus tswv tsev."

Txawm li cas los xij, qhov xav tau ntawm cov lag luam e-kev ua tiav tiav cov chaw nres tsheb tau pom meej thoob plaws hauv lub tebchaws, feem ntau outweighing mov hauv khw, vim tias cov neeg siv khoom siv yuav khoom ntau thiab ntau dua hauv online.

Xav tau ntawm cov vaj tsev nyob hauv kev lag luam tuaj yeem ncav cuag 1 txhiab square feet ntxiv nyob rau xyoo 2025, raws li daim ntawv qhia lub Xya Hli los ntawm cov chaw muag khoom lag luam muag vaj tse ruaj khov JLL. Ua ntej cov Covid-19 teebmeem, kwv yees li 35% ntawm nws cov kev ua haujlwm ntiav khoom muaj feem cuam tshuam nrog kev lag luam e-luam, JLL tau hais. Tab sis tam sim no, ntau npaum li 50% ntawm qhov kev xauj tsev ntawd twb tau khi rau txoj kev lag luam muag online hauv 2020.

Simon tau koom tes nrog tus tswv khw muag khoom tswv cuab Brookfield Khoom Vaj Tsev Partnersas yog ib ntawm peb tus neeg sib twv saib xyuas khaws cia Penney los ntawm kev poob nyiaj, CNBC yav dhau los tau tshaj tawm.

Nws tsis paub meej meej tias Simon Tus Thawj Tuav Haujlwm David Simon yuav hais txog Penney cov kev lag luam lossis lwm qhov kev hloov pauv, suav nrog ib tus nrog Brooks Cov Kwv Tij, thaum Hnub Monday lub rooj sib tham hu cov nyiaj khwv tau los. Cov kws tshuaj ntsuam tseem xav paub txog yuav ua li cas cov khw xauj tsev suav sau tau nce txij li lub khw muag khoom tau rov qhib dua, thiab ua li cas lub tuam txhab muag vaj tse tau faus hauv kev sim tawm ntawm nws cov kev pom zoo los yuav lub khw siab kawg tswvTaubman. Tab sis Taubman tseem thawb mus tom ntej.

Simon share tau poob txog 54% rau xyoo no. Lub tuam txhab muaj peev nyiaj lag luam ntawm ze li $ 21 billion.