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          美國通脹加劇,會影響感恩節的儀式感嗎?

          Megan Leonhardt
          2021-11-16

          盡管今年的火雞供應量有所減少,但這并不意味著購物者就要為此支付更高的價格。

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          由于供應鏈問題和人手不足等原因,美國人今年可能要為一年一度的感恩節大餐支付更高的成本。但感恩季的招牌菜火雞的價格,在很大程度上取決于你想將哪個品種的火雞擺上餐桌。

          經濟學家、農戶和肉類加工企業高管從幾個月前就曾經警告今年感恩節火雞價格可能上漲。例如,Credible的金融分析師丹尼爾·洛卡托預計,火雞的價格將上漲8%至9%。富國銀行(Wells Fargo)最近對美國農業部(Department of Agricultural)的數據的分析顯示,總體上,重8至16磅的火雞9月的價格較去年上漲了25%,至每磅1.36美元,而2019年的價格僅為0.81美元。

          但在奧樂齊(Aldi)、利德(Lidl)、沃爾瑪(Walmart)、塔吉特(Target)和Trader Joe等美國國內大型零售商,整只感恩節火雞的廣告宣傳價格與去年一樣。全食超市(Whole Foods)經過動物福利認證的整只冷凍火雞的單價甚至低于去年的售價。

          那么,到底發生了什么?

          值得注意的是,到目前為止的大部分分析,包括富國銀行最近的報告,所采用的都是生產商層面的整只火雞的相對價格,而不是消費者在商店支付的零售價。而且,盡管今年的火雞供應量有所減少,但這并不意味著購物者就要為此支付更高的價格。

          分析師兼食品趨勢專家、人稱“超級市場專家”的菲爾·倫珀特認為,歸根結底取決于你所購買的火雞品種。倫珀特說:“我們看到,由于人手不足,重量不超過12磅的小型火雞價格更貴,并且供應不足。”

          Butterball公司的首席執行官杰伊·詹德勞也認同這種觀點。他表示,可以合理預期小型火雞每磅的售價更高,因為今年這種火雞的供應量不足。他對福克斯財經頻道(Fox Business)表示:“我們預計火雞總體上不存在供應短缺的問題,但今年小型火雞的數量確實有所減少。”

          除此之外,消費者將很難買到物美價廉的新鮮火雞。為什么呢?原因還是人手不足。富國銀行的首席農業經濟學家邁克爾·斯旺森稱:“新鮮火雞市場確實價格更高,因為新鮮火雞的時間要求更嚴格。”火雞必須在特定日期準備妥當,在規定時間內在工廠完成加工,然后裝上卡車運往倉庫和門店。

          在這個過程中,企業面臨勞動力不足的問題,但斯旺森認為卡車運輸問題尤其嚴重。他告訴《財富》雜志:“每個行業都受到卡車數量不足的影響。”

          而通常被稱為“Toms”的冷凍火雞體型較大,似乎供應充足,而且商店零售價至少到目前為止幾乎與去年持平。倫珀特說:“有些大型火雞一直被冷藏保存,因此其價格不受當前市場環境的影響。”

          從加工商到零售商,冷凍火雞使他們的人手不足和供應鏈問題得到了有效緩解。斯旺森稱:“他們能夠提前宰殺火雞,甚至可以提前三個月,然后將火雞保存到冷柜,等到有卡車可用的時候就能夠運到全國各地。”因此,冷凍火雞的價格總體上更加穩定,當然不同的連鎖食品雜貨店甚至每家店鋪的價格都有所不同。

          倫珀特表示:“沒錯,我希望價格可以與去年甚至前年持平。我希望能夠看到更多小型火雞,而不是那些重25磅、需要在浴缸里解凍三天的冷凍火雞。”

          但面對眾多不確定性因素,倫珀特建議購物者從現在就開始著手購買。他說:“現在只要看見有火雞出售,就馬上購買。”(財富中文網)

          翻譯:劉進龍

          審校:汪皓

          由于供應鏈問題和人手不足等原因,美國人今年可能要為一年一度的感恩節大餐支付更高的成本。但感恩季的招牌菜火雞的價格,在很大程度上取決于你想將哪個品種的火雞擺上餐桌。

          經濟學家、農戶和肉類加工企業高管從幾個月前就曾經警告今年感恩節火雞價格可能上漲。例如,Credible的金融分析師丹尼爾·洛卡托預計,火雞的價格將上漲8%至9%。富國銀行(Wells Fargo)最近對美國農業部(Department of Agricultural)的數據的分析顯示,總體上,重8至16磅的火雞9月的價格較去年上漲了25%,至每磅1.36美元,而2019年的價格僅為0.81美元。

          但在奧樂齊(Aldi)、利德(Lidl)、沃爾瑪(Walmart)、塔吉特(Target)和Trader Joe等美國國內大型零售商,整只感恩節火雞的廣告宣傳價格與去年一樣。全食超市(Whole Foods)經過動物福利認證的整只冷凍火雞的單價甚至低于去年的售價。

          那么,到底發生了什么?

          值得注意的是,到目前為止的大部分分析,包括富國銀行最近的報告,所采用的都是生產商層面的整只火雞的相對價格,而不是消費者在商店支付的零售價。而且,盡管今年的火雞供應量有所減少,但這并不意味著購物者就要為此支付更高的價格。

          分析師兼食品趨勢專家、人稱“超級市場專家”的菲爾·倫珀特認為,歸根結底取決于你所購買的火雞品種。倫珀特說:“我們看到,由于人手不足,重量不超過12磅的小型火雞價格更貴,并且供應不足。”

          Butterball公司的首席執行官杰伊·詹德勞也認同這種觀點。他表示,可以合理預期小型火雞每磅的售價更高,因為今年這種火雞的供應量不足。他對福克斯財經頻道(Fox Business)表示:“我們預計火雞總體上不存在供應短缺的問題,但今年小型火雞的數量確實有所減少。”

          除此之外,消費者將很難買到物美價廉的新鮮火雞。為什么呢?原因還是人手不足。富國銀行的首席農業經濟學家邁克爾·斯旺森稱:“新鮮火雞市場確實價格更高,因為新鮮火雞的時間要求更嚴格。”火雞必須在特定日期準備妥當,在規定時間內在工廠完成加工,然后裝上卡車運往倉庫和門店。

          在這個過程中,企業面臨勞動力不足的問題,但斯旺森認為卡車運輸問題尤其嚴重。他告訴《財富》雜志:“每個行業都受到卡車數量不足的影響。”

          而通常被稱為“Toms”的冷凍火雞體型較大,似乎供應充足,而且商店零售價至少到目前為止幾乎與去年持平。倫珀特說:“有些大型火雞一直被冷藏保存,因此其價格不受當前市場環境的影響。”

          從加工商到零售商,冷凍火雞使他們的人手不足和供應鏈問題得到了有效緩解。斯旺森稱:“他們能夠提前宰殺火雞,甚至可以提前三個月,然后將火雞保存到冷柜,等到有卡車可用的時候就能夠運到全國各地。”因此,冷凍火雞的價格總體上更加穩定,當然不同的連鎖食品雜貨店甚至每家店鋪的價格都有所不同。

          倫珀特表示:“沒錯,我希望價格可以與去年甚至前年持平。我希望能夠看到更多小型火雞,而不是那些重25磅、需要在浴缸里解凍三天的冷凍火雞。”

          但面對眾多不確定性因素,倫珀特建議購物者從現在就開始著手購買。他說:“現在只要看見有火雞出售,就馬上購買。”(財富中文網)

          翻譯:劉進龍

          審校:汪皓

          Americans’ annual Thanksgiving meal is expected to cost more this year, thanks to supply chain issues and labor shortages. But prices for the star of the show, the turkey, are going to depend greatly on what type of bird graces the dinner table.

          Economists, farmers, and meat processing executives have been warning for months about higher turkey prices for Thanksgiving. Credible's Financial Analyst Daniel Roccato, for example, estimates turkey prices will be up 8% to 9%. Overall, the price of turkeys ranging from eight to 16 pounds climbed 25% from last year, jumping from 81 cents in 2019 to $1.36 per pound in September, according to a recent Wells Fargo analysis of Department of Agricultural data.

          And yet the advertised price for whole Thanksgiving turkeys at major national retailers like Aldi, Lidl, Walmart, Target and Trader Joe’s are exactly the same as last year. Whole Foods' animal-welfare-certified frozen whole turkeys are even selling for less per pound than last year.

          So what's going on?

          It’s worth noting that much of the analysis so far, including the recent Wells Fargo report, relies on the relative price of whole bird turkeys at the producer level, not the price the consumer pays at the store. And while there are fewer turkeys available this year, it doesn’t necessarily mean that shoppers are going to pay more per pound for every bird sold.

          It comes down to the type of turkey you’re buying, says Phil Lempert, an analyst and food trends expert known as the Supermarket Guru. “What we are seeing is that the smaller turkeys—12 pounds and less—are both more expensive and in short supply, due to labor shortages,” Lempert says.

          Butterball’s CEO echoed the sentiment, saying that it’s reasonable to expect higher prices per pound on smaller birds because they’re in shorter supply this year. "We don't expect there to be a shortage overall, but we do see that there are going to be fewer small turkeys this year," Jay Jandrain told Fox Business.

          In addition to smaller birds, it will also be hard to find deals on fresh turkeys. The reason? The labor shortage. “When you think about the fresh turkey market, there's a real premium cut because you have to be so spot on on the timing,” says Michael Swanson, chief agricultural economist at Wells Fargo. The birds have to be ready on a certain day, make it through the processing facility within a specific window, and then are put on the truck for transportation to warehouses and stores.

          Businesses are dealing with labor issues throughout that process, but Swanson says trucking is especially problematic. “There's not a single segment that isn’t struggling with truck availability,” he tells Fortune.

          Yet larger, frozen birds, usually referred to as "Toms," seem to be plentiful and in-store prices are about the same as last year—at least for now. “Some of these larger birds have been in frozen storage, so the pricing isn't affected by current conditions,” Lempert says.

          Frozen turkeys help everyone from processors to retailers alleviate many of the labor and supply chain issues. "They can harvest those turkeys early, maybe even three months ago, put them in the freezer, and they can move them whenever they want—whenever trucks are ready,” Swanson says. And that shows up in the more stable prices, although that does vary by grocery chain and even among individual stores.

          “My hope is that, yes, we'll see the prices the same as we saw last year, or the year before. And my hope is that we see smaller birds—that they're not all these 25-pound, frozen turkeys that take three days to defrost in your bathtub,” Lempert says.

          But with so much uncertainty, the best advice Lempert can give shoppers right now is to be prepared to shop early. “If you see it now, buy it now,” he says.

          財富中文網所刊載內容之知識產權為財富媒體知識產權有限公司及/或相關權利人專屬所有或持有。未經許可,禁止進行轉載、摘編、復制及建立鏡像等任何使用。
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