<p>塞恩斯伯里公司将销售下滑归咎于预算案，称拉切尔·里夫斯的税收政策在圣诞节前打击了消费者信心。</p>
<p>这家超市表示，在节日期间，购买家具等昂贵商品的人数减少，顾客在 11 月份 “缩减” 了开支。</p>
<p>塞恩斯伯里首席执行官西蒙·罗伯茨表示：“显然，特别是在接近预算案时，消费者的谨慎情绪有所增加。”</p>
<p>他说，圣诞节期间阿戈斯的需求 “低迷”，导致该品牌在截至 1 月 3 日的六周内销售下降了 2.2%。</p>
<p>罗伯茨先生表示：“更广泛地说，顾客继续非常仔细地审视他们的开支。”</p>
<p>财政大臣在圣诞节前通过加剧税收增加的猜测，令购物者感到不安。她在 11 月初表示，所有人都 “必须贡献” 以帮助英国处于更强的位置。</p>
<p>这些评论被视为里夫斯女士准备提高所得税的强烈迹象——这一计划后来因威斯敏斯特的强烈反对而被放弃。</p>
<p>然而，老板们表示，这已经在圣诞节前影响了消费的疲软。</p>
<p>里夫斯女士在预算案中决定冻结所得税起征点，预计也会削弱人们在非必需品上的消费欲望。</p>
<p>罗伯茨先生表示：“在这种情况下，我们必须确保提供最佳价值，以便在今年的进程中取得进展。”</p>
<p>关于阿戈斯面临压力的警告引发了塞恩斯伯里股票的抛售，使其成为周五 FTSE 100 中跌幅最大的股票。塞恩斯伯里股票下跌了 5.3%，市值蒸发约 4 亿英镑。</p>
<p>罗伯茨先生表示，阿戈斯的业绩疲软还受到中国卖家 Temu 和 Shein 竞争加剧的影响。他表示，这种竞争影响了阿戈斯网站的访客数量。</p>
<p>罗伯茨先生补充说，政府即将对中国在线巨头使用的税收漏洞进行打击——在最近的预算案中披露——应该 “尽快” 实施。</p>
<p>财政大臣表示，计划在 2029 年前改变最低免税规则，即价值低于 135 英镑的产品免征英国进口关税。</p>
<p>里夫斯女士表示，这是为了 “捍卫英国高街” 的一部分努力，因为她希望防止海外零售商因漏洞而削弱英国公司的竞争力。</p>
<p>罗伯茨先生表示：“我相信他们会努力做到这一点，因为在这个市场上实现公平竞争环境非常重要。”</p>
<p>阿戈斯面临的压力将引发新的猜测，认为塞恩斯伯里可能会寻求出售该品牌，而该品牌近年来一直拖累业绩。</p>
<p>在圣诞期间，塞恩斯伯里表示，其食品业务赢得了更多顾客，销售在截至 2026 年 1 月 3 日的六周内增长了 5.1%。</p>
<p>塞恩斯伯里最近一直在推行 “食品优先” 战略，已在门店中为新鲜农产品分配了更多空间。</p>
<p>《每日电讯报》去年夏天披露，塞恩斯伯里与京东就阿戈斯的潜在交易进行了谈判，尽管提议的出售后来破裂。</p>
<p>然而，罗伯茨先生此后引发了关于塞恩斯伯里仍可能出售该业务的猜测，最近表示与京东的谈判使其意识到 “阿戈斯是可以分开的”。</p>
<p>在 11 月份与分析师的交谈中，罗伯茨先生表示：“这并不是一个完全简单的事情，但我们已经找到了一个解决方案。”</p>

<p>Sainsbury’s 报告称 Argos 销售额下降了 2.2%，将这一下滑归因于 Rachel Reeves 的预算，这对圣诞节前的消费者信心产生了负面影响。首席执行官 Simon Roberts 指出，顾客在消费上持谨慎态度，尤其是在非必需品上。该公告导致 Sainsbury’s 股价下跌 5.3%，市值损失约 4 亿英镑。来自中国零售商的竞争加剧以及政府可能打击税收漏洞的潜在风险也被指出是影响 Argos 的因素。由于 Argos 持续的业绩问题，市场上出现了 Sainsbury’s 可能出售 Argos 的猜测</p>

<p>Sainsbury’s has blamed the Budget for driving a drop in sales at Argos as Rachel Reeves’s tax raid hammered consumer confidence in the run-up to Christmas.</p>
<div class="lb-trans"><p>塞恩斯伯里公司将销售下滑归咎于预算案，称拉切尔·里夫斯的税收政策在圣诞节前打击了消费者信心。</p>
</div><p>The supermarket said fewer people bought expensive items such as furniture during the festive period, with customers having “pulled back” on spending in November.</p>
<div class="lb-trans"><p>这家超市表示，在节日期间，购买家具等昂贵商品的人数减少，顾客在 11 月份 “缩减” 了开支。</p>
</div><p>Simon Roberts, the chief executive of Sainsbury’s, said: “Obviously there was some caution, particularly as we came towards the Budget.”</p>
<div class="lb-trans"><p>塞恩斯伯里首席执行官西蒙·罗伯茨表示：“显然，特别是在接近预算案时，消费者的谨慎情绪有所增加。”</p>
</div><p>He said demand at Argos over Christmas had then been “subdued”, which led to the brand posting a 2.2pc decline in sales in the six weeks to Jan 3.</p>
<div class="lb-trans"><p>他说，圣诞节期间阿戈斯的需求 “低迷”，导致该品牌在截至 1 月 3 日的六周内销售下降了 2.2%。</p>
</div><p>Mr Roberts said: “More broadly, customers continue to look very closely at what they’re spending.”</p>
<div class="lb-trans"><p>罗伯茨先生表示：“更广泛地说，顾客继续非常仔细地审视他们的开支。”</p>
</div><p>The Chancellor rattled shoppers before Christmas by fuelling speculation over tax increases. She said in early November that everyone would “have to contribute” to help put Britain in a stronger position.</p>
<div class="lb-trans"><p>财政大臣在圣诞节前通过加剧税收增加的猜测，令购物者感到不安。她在 11 月初表示，所有人都 “必须贡献” 以帮助英国处于更强的位置。</p>
</div><p>The comments were seen as a strong indication that Ms Reeves was preparing to increase income tax – a plan she later scrapped following a backlash in Westminster.</p>
<div class="lb-trans"><p>这些评论被视为里夫斯女士准备提高所得税的强烈迹象——这一计划后来因威斯敏斯特的强烈反对而被放弃。</p>
</div><p>However, bosses said this had already filtered into weaker spending before Christmas.</p>
<div class="lb-trans"><p>然而，老板们表示，这已经在圣诞节前影响了消费的疲软。</p>
</div><p>Ms Reeves’s decision to freeze income tax thresholds in the Budget is also expected to have hurt people’s appetite to spend on non-essential items.</p>
<div class="lb-trans"><p>里夫斯女士在预算案中决定冻结所得税起征点，预计也会削弱人们在非必需品上的消费欲望。</p>
</div><p>Mr Roberts said: “We’ve got to make sure we present the best value in that context as we progress through this year.”</p>
<div class="lb-trans"><p>罗伯茨先生表示：“在这种情况下，我们必须确保提供最佳价值，以便在今年的进程中取得进展。”</p>
</div><p>The warning over pressure on Argos prompted a sell-off in Sainsbury’s shares, making it the biggest faller in the FTSE 100 on Friday. Shares in Sainsbury’s were down 5.3pc, wiping around £400m from its market capitalisation.</p>
<div class="lb-trans"><p>关于阿戈斯面临压力的警告引发了塞恩斯伯里股票的抛售，使其成为周五 FTSE 100 中跌幅最大的股票。塞恩斯伯里股票下跌了 5.3%，市值蒸发约 4 亿英镑。</p>
</div><p>Mr Roberts said the weaker performance at Argos was also driven by more competition from Chinese sellers Temu and Shein. That competition hit visitor numbers to the Argos website, he said.</p>
<div class="lb-trans"><p>罗伯茨先生表示，阿戈斯的业绩疲软还受到中国卖家 Temu 和 Shein 竞争加剧的影响。他表示，这种竞争影响了阿戈斯网站的访客数量。</p>
</div><p>Mr Roberts added that an upcoming government crackdown on a tax loophole used by the Chinese online giants – unveiled at the most recent Budget – should happen “as soon as possible”.</p>
<div class="lb-trans"><p>罗伯茨先生补充说，政府即将对中国在线巨头使用的税收漏洞进行打击——在最近的预算案中披露——应该 “尽快” 实施。</p>
</div><p>The Chancellor has said the plan is to change the de minimis rule, whereby products worth less than £135 are exempt from UK import duties, by 2029.</p>
<div class="lb-trans"><p>财政大臣表示，计划在 2029 年前改变最低免税规则，即价值低于 135 英镑的产品免征英国进口关税。</p>
</div><p>Ms Reeves has said this is part of a drive to “stand up for the British high street” as she seeks to prevent overseas retailers from undercutting UK companies because of the loopholes.</p>
<div class="lb-trans"><p>里夫斯女士表示，这是为了 “捍卫英国高街” 的一部分努力，因为她希望防止海外零售商因漏洞而削弱英国公司的竞争力。</p>
</div><p>Mr Roberts said: “I’m sure that they’ll be working hard to do that because a level playing field in this market is really important.”</p>
<div class="lb-trans"><p>罗伯茨先生表示：“我相信他们会努力做到这一点，因为在这个市场上实现公平竞争环境非常重要。”</p>
</div><p>The growing pressure at Argos will prompt fresh speculation that Sainsbury’s will be seeking to offload the brand, which has proven to be a drag on performance in recent years.</p>
<div class="lb-trans"><p>阿戈斯面临的压力将引发新的猜测，认为塞恩斯伯里可能会寻求出售该品牌，而该品牌近年来一直拖累业绩。</p>
</div><p>In the Christmas period, Sainsbury’s said it had won more customers in its grocery business with sales up 5.1pc in the six weeks to Jan 3, 2026.</p>
<div class="lb-trans"><p>在圣诞期间，塞恩斯伯里表示，其食品业务赢得了更多顾客，销售在截至 2026 年 1 月 3 日的六周内增长了 5.1%。</p>
</div><p>Sainsbury’s has recently been pursuing a “food first” strategy, where it has allocated more space in stores to fresh produce.</p>
<div class="lb-trans"><p>塞恩斯伯里最近一直在推行 “食品优先” 战略，已在门店中为新鲜农产品分配了更多空间。</p>
</div><p>The Telegraph revealed last summer that Sainsbury’s was in talks with JD.com about a potential deal for Argos, although the proposed sale later collapsed.</p>
<div class="lb-trans"><p>《每日电讯报》去年夏天披露，塞恩斯伯里与京东就阿戈斯的潜在交易进行了谈判，尽管提议的出售后来破裂。</p>
</div><p>However, Mr Roberts has since fuelled speculation that Sainsbury’s could still sell the business, saying recently that the process with JD.com helped it to realise that “Argos is separable”.</p>
<div class="lb-trans"><p>然而，罗伯茨先生此后引发了关于塞恩斯伯里仍可能出售该业务的猜测，最近表示与京东的谈判使其意识到 “阿戈斯是可以分开的”。</p>
</div><p>Speaking to analysts in November, Mr Roberts said: “It’s not something that’s wholly straightforward immediately, but it’s something that we identified a route through.”</p>
<div class="lb-trans"><p>在 11 月份与分析师的交谈中，罗伯茨先生表示：“这并不是一个完全简单的事情，但我们已经找到了一个解决方案。”</p>
</div>

Sainsbury's 将 Argos 业绩下滑归咎于 Reeves 的预算