约翰·刘易斯亏损扩大至1.24亿英镑 消费者信心下滑拖累业绩

约翰·刘易斯合伙公司上半年税前亏损扩大至1.24亿英镑，较上年同期的8800万英镑增长超过40%。1该公司表示，亏损主要源于成本上升和消费者信心下降的双重压力。1同期公司销售额增长2%至63亿英镑，其中沃特罗斯超市销售增长4%至43亿英镑，百货店销售下跌2%至20亿英镑。1

CEO杰森·塔里表示，亏损"反映了持续的转型投资、更具挑战性的交易环境和业务成本增加"。1这些成本增加包括更高的国家保险缴款以及"应对热浪的运营成本"。1为应对市场挑战，公司已关闭16家百货店和至少20家沃特罗斯超市。1此外，公司在3月向69000名员工发放了2%的薪资奖金，总支出达3500万英镑。1

人事方面，原百货店部门主管彼得·鲁伊斯已离职，由前River Island总裁威尔·克南接任该职位。1

John Lewis Partnership reported a significant deterioration in its financial performance, with pre-tax losses widening to £124 million in the first half of the year, representing a surge of more than 40 percent compared to the same period in 2025 1. The retailer's total sales rose 2 percent to £6.3 billion, yet this growth masked underlying weakness in its department store division 1.

The company's supermarket chain Waitrose drove much of the performance, with sales climbing 4 percent to £4.3 billion, while department store sales declined 2 percent to £2 billion 1. Chief Executive Jason Tarry attributed the losses to "sustained transformation investment, a more challenging trading environment, and increased business costs," which included elevated national insurance contributions and operational expenses related to tackling heat waves 1. The partnership distributed a 2 percent pay bonus worth £35 million to 69,000 employees in March 1.

As part of its ongoing restructuring efforts, John Lewis has shuttered 16 department stores and closed at least 20 Waitrose locations 1. Additionally, Peter Ruis departed from his role as head of the department stores division and was succeeded by Will Kernan, the former president of River Island 1.