Fortune | FORTUNE 08月06日
Fearing tariff-induced price hikes, parents are back-to-school shopping earlier than any year on record
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今年暑期,家庭开启“开学季”购物的时间比过去七年都要早,超三分之二的家庭在七月初就开始采购文具和用品。这一行为转变主要归因于关税和通货膨胀的潜在影响。尽管预计每位学生的平均支出将有所下降,但由于更多家庭参与其中,总体支出预计将小幅上升。低收入家庭因经济不确定性,在所有开学季支出类别上均有所缩减。零售商正专注于提供可负担性并优化购物体验,以应对消费者对价格的敏感。

🛍️ **提前购物成趋势:** 超过三分之二的家庭在七月初就开始了开学季的购物,创下自2018年以来最高纪录,远高于往年同期比例,这反映出消费者对潜在关税和通胀上涨的担忧,提前锁定价格以节省开支。

💰 **总体支出微增,人均支出下降:** 预计今年家庭在衣物、鞋子、文具和电子产品上的平均支出将从去年的874.68美元降至858.07美元。然而,由于参与购物的家庭数量增加,总体开学季支出预计将从388亿美元小幅上升至394亿美元。

📉 **低收入家庭支出缩减:** 尽管总体支出预期上涨,但低收入家庭因面临经济不确定性,在所有开学季的支出类别上均有所收紧,显示出经济压力对不同收入群体的影响存在差异。

🛒 **零售商聚焦可负担性:** 面对消费者对价格的敏感,零售商正积极调整策略,重点关注提供具有竞争力的价格和简化购物流程,以吸引和留住顾客,确保在激烈的市场竞争中保持优势。

    More families started their back-to-school shopping in early July than in the past 7 years. Tariffs and inflation are being blamed for the behavioral shift. The average expended spend per student will be lower this year, but the overall totals are expected to rise slightly.

Reading and ‘riting are still important, but as the 2025-2026 school years draws near, parents are paying more attention to the third R – ‘rithmetic.

With tariffs looming and some (though not all) retailers warning that prices are bound to increase, back-to-school shopping began especially early this year. The National Retail Federation notes that more than two-thirds of families started buying pencils, pens, paper and folders in early July.

Some 67% of families got an early start this year, compared to 55% last year. That’s the highest number of early back-to-school shoppers since the NRF began tracking the category in 2018. And it all comes down to price.

“Consumers are being mindful of the potential impacts of tariffs and inflation on back-to-school items, and have turned to early shopping, discount stores and summer sales for savings on school essentials,” said Katherine Cullen, NRF vice president of industry and consumer insights. “As shoppers look for the best deals on clothes, notebooks and other school-related items, retailers are highly focused on affordability and making the shopping experience as seamless as possible.”

To put that 67% statistic into perspective: In 2019, only 44% of parents started looking for school supplies and clothes that early. It’s worth noting that most schools have not issued their lists of which items are required at that time of year.

Families with students in elementary through high school plan to spend an average of $858.07 on clothing, shoes, school supplies and electronics this year. That’s less than the $874.68 they spent in 2024.

Overall spending is expected to be higher, however, jumping from $38.8 billion to $39.4 billion as more consumers will be buying supplies. That doesn’t extend to lower-income families, though. The NRF says those households are pulling back in all back-to-school spending categories because of economic uncertainty.

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开学季购物 通货膨胀 关税 家庭支出 消费者行为
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