AUGUST 4, 2010

Tech Gadgets Steal Sales From Appliances, Clothes

By EMMELINE ZHAO
Wall Street Journal

http://online.wsj.com/article/SB10001424052748703545604575407580208239338.html?mod=WSJ_hps_MIDDLETopStories


Americans are spending more on electronics like iPads and flat-screen 
televisions and less on durable goods like furniture, washing machines 
and lawn mowers, according to government data released Tuesday.

The shift reflects a change in priorities for American consumers. After 
pouring money into all aspects of their homes during the previous 
decade, consumers are redirecting their purchases to eye-grabbing 
technology and socking away more of what's left over into savings. 
Apparel company executives are worried the lure of electronics will eat 
into their sales as the back-to-school season gets under way.

Outlays for televisions, computers, video and telephone equipment grew 
1.8% in the first six months of this year, compared to the first half of 
pre-recession 2007, the Commerce Department said Tuesday. By comparison, 
spending on appliances decreased 3.6% during the same period, and 
spending on furniture decreased 11% during that time.

Overall, consumer spending stayed flat in June from the previous month, 
the Commerce Department said Tuesday. Meanwhile, the U.S. savings rate 
ticked up to 6.4% in June from the previous month, its highest point in 
a year and far above its pre-recession level.

David Wu, a Los Angeles high school teacher, says he has spent about 
$4,000 on new technology over the past two years that included a 
high-tech mobile phone and a large-screen television. The 25-year-old 
says that because computers and other electronics are constantly 
evolving, he has an incentive to keep buying the latest items.

"With a toaster and microwave," he says, "as long as it works, I don't 
see myself buying a flashier one."

Home sales remain sluggish, and while car sales are perking back up, 
they remain far below pre-recession levels. The big U.S. auto companies 
reported Tuesday that their domestic sales improved broadly in July.

But it's electronics that are causing consumers like Spence Witten to 
reopen their wallets. Since September 2009, the 27-year-old has spent 
about $8,000 on new electronics. Among his buys are Apple's iPhone 4, 
MacBook Pro, iPad and iPod. He also bought a blu-ray video player and a 
$2,000 stereo system.

Mr. Witten, who works in sales and marketing, says some home 
improvements fell down the list of priorities as a result of his 
electronics purchases. He could use a new toaster, microwave, 
professional wardrobe and hardwood floors for his Washington home.

"But who needs to eat and buy more ties?" he asked. "I mean, come on, I 
have a great computer."

The electronics boom isn't enough to improve the economy, says Chris 
Christopher, senior principal economist at IHS Global Insight. Consumer 
spending on technology accounts for about 1.2% of nominal gross domestic 
product, a marginal portion of economic growth.

"People have to be able to feel they can spend on big durable good items 
and housing, and these are not doing well," Mr. Christopher said. "Even 
if technology is growing well in retail sales, it helps, but it's 
nothing that's going to pull us out of this low level of GDP growth."

Still, the trend toward buying electronics, often at the expense of 
other goods, is leaving its mark across the economy. The manufacturing 
sector, which has led the economic recovery, has been especially strong 
in technology-related businesses. Corning Inc., for instance, last month 
reported its second-quarter profit rose 49% as sales increased 23%. 
Corning makes specialty glass used in computers and smartphones. Sony 
Corp, maker of the PlayStation 3 game console, recently reported a 
better-than-expected 3.8% increase in revenue for its fiscal first quarter.

Schaefer's TV and Appliance in Lincoln, Neb., has seen about a 25% 
increase in sales of blu-ray video players over the last two years as 
consumers are slowly lured away from bulky washers and dryers toward 
flashy electronics.

Sales of televisions have flattened, Schaefer's President Ron Romero 
said. But that's only because prices are falling. The number of flat- 
screen televisions going out the door keeps rising, he said.

Apparel retailers say the shift is eating into their sales, too. 
"Electronics has taken a huge chunk out of the average household 
spending budget," said Eric Wiseman, CEO of apparel maker VF Corp., 
maker of JanSport backpacks and Wrangler jeans.

Apparel executives say the iPhone in particular has become an ornament 
in its own right. "It's a new fashion accessory, there's no doubt about 
it," said Richard Dickson, CEO of branded businesses at Jones Apparel 
Group Inc., which includes Jones New York, Nine West and Anne Klein.

Apparel retailers are using electronics to lure shoppers during the 
important back-to-school season, which is the second-biggest spending 
time period behind the holiday period. Teen retailer American Eagle 
Outfitters Inc. gave shoppers who tried on a pair of jeans their choice 
of free "smart" phone. Macy's Inc. partnered with Microsoft to feature 
exclusively the new Xbox 360 Kinect system.

Many hit by the weak economy cut spending on big-ticket items and 
services, including vacations. To substitute, families took 
"staycations" by taking time off at home and elected to upgrade their 
primary home entertainment, the television.

"The price point is coming down to where, even though the economy has 
had some tough times, it's becoming a compelling purchase," said Jordan 
Selburn, consumer electronics analyst for market research firm iSuppli.

Sally Manesis, a 56-year-old from of New Canaan, Conn. installed a 
$5,000 home entertainment system last fall, equipped with a 64-inch 
plasma television, surround sound and a blu-ray video player. She says 
she thought about spending that money on a trip to Europe, but relaxing 
in the comforts of her home appealed to her more than long-distance travel.

-- 
================================
George Antunes, Political Science Dept
University of Houston; Houston, TX 77204
Voice: 713-743-3923  Fax: 713-743-3927
Mail: antunes at uh dot edu

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