亚马逊降低全食超市价格，致使其他食品零售商市值缩水110亿美元

上周四，亚马逊（Amazon）宣布计划立刻降低全食超市（Whole Foods）的价格，这家食品杂货店著名的昂贵产品也将对亚马逊的Prime会员开放折扣。不过价格打折的不仅是有机食品。

这一新闻导致其他五大杂货连锁店的市值缩水了大约110亿美元：克罗格（Kroger）的股价下跌7.6%，好市多（Costco）的股价下跌5%，沃尔玛（Wal-Mart）的股价下跌1.9%，Sprouts的股价下跌7%，超价商店（SuperValu）的股价下跌6.6%。截至上周四收盘，一日之内，这五家连锁店的市值总和跌至了3,246亿美元。

不止如此，有机产品较少的传统食品巨头的股价同样遭遇下滑。通用磨坊（General Mills）、金宝汤（Campbell Soup）、凯洛格（Kellogg）和味好美（McCormick）当日的股价也分别下滑了3.5%、3.3%、2.8%和2.2%。盛美家（Smucker）和荷美尔食品（Hormel Foods）等其他食品厂商的股价也出现下滑，不过已经由于业绩疲软，这些公司在当日早些时候已经陷入泥潭。

然而，在标普500指数整体下滑0.21%的当日，食品快递公司Blue Apron的股价却增长了约0.18%。尽管亚马逊宣布计划在全食超市的运营中采用自己的物流，但Blue Apron却依旧保持了坚挺。亚马逊不仅通过物质激励，号召其大约8,000万Prime会员在其食品杂货店内购物，还表示将在网站上销售全食超市的自有品牌如365 Everyday Value的产品。

在亚马逊6月以137亿美元收购全食超市之前，后者由于高昂的定价而难以扩大消费群体。不过随着亚马逊承诺降价，以及消费者渐渐偏好健康、有机的食品，食品杂货公司的投资者可能担心全食超市会进一步蚕食克罗格等传统杂货公司——以及他们的供应商的市场份额。 （财富中文网）

译者：严匡正

On Thursday, Amazon announced its plan to immediately lower Whole Foods' prices, as well as offer Amazon Prime members a discount on the grocery chain's infamously expensive products. But organic goods weren't the only things to get a discount.

The news roughly slashed $11 billion off the market value of five grocery store chains: Shares of Kroger shed 7.6%, Costco dropped 5%, Wal-Mart fell 1.9%, Sprouts lost 7%, while SuperValu slid 6.6%. In total, the market capitalizations of those five chains fell to $324.6 billion between Wednesday and the market's close Thursday.

The loss doesn't stop there: Shares of older food giants with few organic products also fell Thursday. Shares of General Mills, Campbell Soup, Kellogg, and McCormick ended the day down 3.5%, 3.3%, 2.8%, and 2.2%, respectively. Other food producers Smucker and Hormel Foods were down as well, but these companies were already bogged down by weak earnings earlier in the day.

Still, shares of food delivery company Blue Apron were up about 0.18% by the market's close while the S&P 500 Index was down 0.21%. Blue Apron remained steady even though Amazon's announcement revealed plans to integrate delivery into Whole Foods operations. Not only did Amazon incentivize its estimated 80 million Prime members to shop at its grocer, Amazon said it will also sell Whole Foods' private-label brands including 365 Everyday Value on its website.

Prior to Amazon's $13.7 billion acquisition in June, Whole Foods struggled to widen its customer base partly due to its high prices. But with Amazon's promise to make price-cuts and consumer preferences generally veering towards healthy, organic foods, grocery store investors likely fear that Whole Foods could cut deeper into the market shares of traditional grocers like Kroger—as well as their suppliers.