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衛(wèi)生間政策令塔吉特陷入麻煩

Target appears to be paying the price for parading its political correctness a little too proudly. Shopper traffic fell for the first time in over two years in the three months to June, at least some of which appears to be the result of socially-conservative shoppers avoiding it after it waded into the transgender bathroom row. Sticking by its principles is expensive: it’s now spending $20 million on single-stall bathrooms to counter suggestions that its bathroom policy could facilitate sexual assaults. Bathroom issues aside, the company also saw an eye-catching 20% year-on-year drop in demand for Apple products, while the sale of its pharmacy business to CVS also appeared to hit performance.

塔吉特（Target）似乎正在為過(guò)于自負(fù)地炫耀自己的政治正確性而付出代價(jià)。在截至6月份的三個(gè)月內(nèi)，該公司客流量在兩年內(nèi)首次下降，至少部分原因是在塔吉特陷入跨性別人士使用衛(wèi)生間問(wèn)題的爭(zhēng)論之后，遭到了社會(huì)保守人士的抵制。堅(jiān)持原則要付出高昂的代價(jià)：針對(duì)其衛(wèi)生間政策可能加劇性騷擾的建議，公司投入了2,000萬(wàn)美元修建單人衛(wèi)生間。除了衛(wèi)生間問(wèn)題，公司蘋果（Apple）產(chǎn)品的需求量出人意料地年比下降了20%，而其將藥房業(yè)務(wù)出售給CVS，似乎也影響了公司的業(yè)績(jī)。

China Slowdown Hits Nestle

中國(guó)增長(zhǎng)放緩沖擊雀巢業(yè)績(jī)

Nestle said “significantly” slowing growth in China was chiefly responsible for a disappointing second quarter, in which it extended its three-year streak of missing organic growth targets. That could be a blow to more people than Nestle, given that China is relying on pent-up domestic demand to carry its economy through a rebalancing away from excessive investment in industry. The Swiss company continues to be hobbled by the strong franc, but said that deflationary conditions across the world had compounded its pricing problems. It said organic sales growth, which slowed to 3.6% in the first half, should still match last year’s 4.2%, due partly to the rebound of its Maggi noodles business in India.

雀巢（Nestle）表示，第二季度令人失望的業(yè)績(jī)，主要原因是中國(guó)增長(zhǎng)的“顯著”放緩，雀巢在第二季度連續(xù)三年未能實(shí)現(xiàn)有機(jī)增長(zhǎng)目標(biāo)。但受中國(guó)問(wèn)題影響的恐怕不止雀巢一家，因?yàn)槟壳爸袊?guó)正在依靠被抑制的國(guó)內(nèi)需求，完成經(jīng)濟(jì)再平衡，控制對(duì)工業(yè)的過(guò)度投資。該瑞士公司繼續(xù)受到瑞士法郎升值的困擾，但公司表示，全世界的通貨緊縮加劇了公司的定價(jià)問(wèn)題。雀巢表示，雖然上半年的有機(jī)銷售額增長(zhǎng)下降至3.6%，但仍基本與去年4.2%的水平保持一致，部分原因是公司在印度的美極（Maggi）面條業(yè)務(wù)出現(xiàn)了反彈。

Cisco Trims, Rather Than Slashes

思科裁員規(guī)模小于傳言

Cisco’s round of job cuts turned out to be less apocalyptic than rumored. The networking giant said it would cut ‘only’ 5,500 jobs, rather than the 14,000 reported by the website CRN, as it adapts to the challenge of a changing landscape. Money saved on the cuts will be plowed-back into priority businesses such as security, Internet of things, collaboration, next-generation data center gear and cloud, Cisco chief executive Chuck Robbins said on the earnings call. That apart, Cisco’s quarterly earnings came in around 5% higher than expectations, perhaps relieving the pressure for more aggressive cost-cutting in the near term. But further restructuring still looks likely in a world where legacy IT providers see the Cloud suck away demand for their pricey, proprietary hardware and software.

事實(shí)證明，思科（Cisco）的此輪裁員并沒(méi)有傳言中那么可怕。該網(wǎng)絡(luò)行業(yè)巨頭表示，為了應(yīng)對(duì)市場(chǎng)形勢(shì)變化帶來(lái)的挑戰(zhàn)，公司將“僅”裁員5,500人，而不是CRN網(wǎng)站報(bào)道的14,000人。思科首席執(zhí)行官查克·羅賓斯在收入電話會(huì)議上表示，此次裁員節(jié)省的資金將重新投入到重點(diǎn)業(yè)務(wù)，如安全、物聯(lián)網(wǎng)、協(xié)作、下一代數(shù)據(jù)中心設(shè)備和云等。另外，思科的季度收入高出預(yù)期5%，這或許可以緩解近期大規(guī)模成本削減行動(dòng)所帶來(lái)的壓力。但公司仍有可能進(jìn)行進(jìn)一步結(jié)構(gòu)重組，因?yàn)閭鹘y(tǒng)IT提供商認(rèn)為，在當(dāng)今的形勢(shì)下，云服務(wù)正在搶走其代價(jià)昂貴的專有硬件和軟件的需求。