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[이데일리TV 이혜라 기자] Consumption sentiment, which was suppressed in the aftermath of the novel coronavirus infection (Corona 19), is wriggling.
According to the National Statistical Office’s February industrial activity trend survey on the 5th, department store sales in February increased 33.5% from a year ago. This is the largest increase rate in 25 years since February 1996 (52.9%). The retail sales index in February also recorded 115.2, close to the level before the Corona 19 epidemic (December 2019).
However, by sector and type, consumption recovery is still sluggish. Sales of durable goods such as passenger cars and home appliances were strong, while semi-durable goods such as clothes and bags were sluggish.
On this day, E-Daily TV’Big Money Part 1’analyzed the contents of consumption recovery and pointed out related investment strategies.
The recent surge in department store sales?
-Department store sales in February increased 33.5% year-on-year
-2020 Lunar New Year holiday January, this year mid-February… Gift product sales↑
-‘The Hyundai Seoul’ department store opening, retaliatory consumption, etc.
-February Retail Sales Index 115.2… Recovery of pre-corona levels
What is the status of each item?
-Durable
: Goods that can be used for a long time, within the consumer’s durability-Products with a long lifespan such as automobiles, TVs, furniture, etc.
-Semi-durable goods
: A product that can be used for more than 1 year, but is mainly inexpensive
: Clothing, shoes, bags, exercise goods, entertainment goods, etc.
-Non-durable goods
: Products mainly used for less than 1 year
: Food and beverage, cosmetics, etc.
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Improvement in consumer sentiment?
-March Consumer Sentiment Index (CCSI) 100.5… Recovery of pre-corona levels
Investment strategy related to consumption recovery?
-Expectations of recovery in the distribution industry grow… Department store owner
-Expectations for recovery in the semi-durable goods industry in the second half ↑
-: Expected special summer benefits