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美国通胀加剧,会影响感恩节的仪式感吗?

Megan Leonhardt
2021-11-16

尽管今年的火鸡供应量有所减少,但这并不意味着购物者就要为此支付更高的价格。

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由于供应链问题和人手不足等原因,美国人今年可能要为一年一度的感恩节大餐支付更高的成本。但感恩季的招牌菜火鸡的价格,在很大程度上取决于你想将哪个品种的火鸡摆上餐桌。

经济学家、农户和肉类加工企业高管从几个月前就曾经警告今年感恩节火鸡价格可能上涨。例如,Credible的金融分析师丹尼尔·洛卡托预计,火鸡的价格将上涨8%至9%。富国银行(Wells Fargo)最近对美国农业部(Department of Agricultural)的数据的分析显示,总体上,重8至16磅的火鸡9月的价格较去年上涨了25%,至每磅1.36美元,而2019年的价格仅为0.81美元。

但在奥乐齐(Aldi)、利德(Lidl)、沃尔玛(Walmart)、塔吉特(Target)和Trader Joe等美国国内大型零售商,整只感恩节火鸡的广告宣传价格与去年一样。全食超市(Whole Foods)经过动物福利认证的整只冷冻火鸡的单价甚至低于去年的售价。

那么,到底发生了什么?

值得注意的是,到目前为止的大部分分析,包括富国银行最近的报告,所采用的都是生产商层面的整只火鸡的相对价格,而不是消费者在商店支付的零售价。而且,尽管今年的火鸡供应量有所减少,但这并不意味着购物者就要为此支付更高的价格。

分析师兼食品趋势专家、人称“超级市场专家”的菲尔·伦珀特认为,归根结底取决于你所购买的火鸡品种。伦珀特说:“我们看到,由于人手不足,重量不超过12磅的小型火鸡价格更贵,并且供应不足。”

Butterball公司的首席执行官杰伊·詹德劳也认同这种观点。他表示,可以合理预期小型火鸡每磅的售价更高,因为今年这种火鸡的供应量不足。他对福克斯财经频道(Fox Business)表示:“我们预计火鸡总体上不存在供应短缺的问题,但今年小型火鸡的数量确实有所减少。”

除此之外,消费者将很难买到物美价廉的新鲜火鸡。为什么呢?原因还是人手不足。富国银行的首席农业经济学家迈克尔·斯旺森称:“新鲜火鸡市场确实价格更高,因为新鲜火鸡的时间要求更严格。”火鸡必须在特定日期准备妥当,在规定时间内在工厂完成加工,然后装上卡车运往仓库和门店。

在这个过程中,企业面临劳动力不足的问题,但斯旺森认为卡车运输问题尤其严重。他告诉《财富》杂志:“每个行业都受到卡车数量不足的影响。”

而通常被称为“Toms”的冷冻火鸡体型较大,似乎供应充足,而且商店零售价至少到目前为止几乎与去年持平。伦珀特说:“有些大型火鸡一直被冷藏保存,因此其价格不受当前市场环境的影响。”

从加工商到零售商,冷冻火鸡使他们的人手不足和供应链问题得到了有效缓解。斯旺森称:“他们能够提前宰杀火鸡,甚至可以提前三个月,然后将火鸡保存到冷柜,等到有卡车可用的时候就能够运到全国各地。”因此,冷冻火鸡的价格总体上更加稳定,当然不同的连锁食品杂货店甚至每家店铺的价格都有所不同。

伦珀特表示:“没错,我希望价格可以与去年甚至前年持平。我希望能够看到更多小型火鸡,而不是那些重25磅、需要在浴缸里解冻三天的冷冻火鸡。”

但面对众多不确定性因素,伦珀特建议购物者从现在就开始着手购买。他说:“现在只要看见有火鸡出售,就马上购买。”(财富中文网)

翻译:刘进龙

审校:汪皓

由于供应链问题和人手不足等原因,美国人今年可能要为一年一度的感恩节大餐支付更高的成本。但感恩季的招牌菜火鸡的价格,在很大程度上取决于你想将哪个品种的火鸡摆上餐桌。

经济学家、农户和肉类加工企业高管从几个月前就曾经警告今年感恩节火鸡价格可能上涨。例如,Credible的金融分析师丹尼尔·洛卡托预计,火鸡的价格将上涨8%至9%。富国银行(Wells Fargo)最近对美国农业部(Department of Agricultural)的数据的分析显示,总体上,重8至16磅的火鸡9月的价格较去年上涨了25%,至每磅1.36美元,而2019年的价格仅为0.81美元。

但在奥乐齐(Aldi)、利德(Lidl)、沃尔玛(Walmart)、塔吉特(Target)和Trader Joe等美国国内大型零售商,整只感恩节火鸡的广告宣传价格与去年一样。全食超市(Whole Foods)经过动物福利认证的整只冷冻火鸡的单价甚至低于去年的售价。

那么,到底发生了什么?

值得注意的是,到目前为止的大部分分析,包括富国银行最近的报告,所采用的都是生产商层面的整只火鸡的相对价格,而不是消费者在商店支付的零售价。而且,尽管今年的火鸡供应量有所减少,但这并不意味着购物者就要为此支付更高的价格。

分析师兼食品趋势专家、人称“超级市场专家”的菲尔·伦珀特认为,归根结底取决于你所购买的火鸡品种。伦珀特说:“我们看到,由于人手不足,重量不超过12磅的小型火鸡价格更贵,并且供应不足。”

Butterball公司的首席执行官杰伊·詹德劳也认同这种观点。他表示,可以合理预期小型火鸡每磅的售价更高,因为今年这种火鸡的供应量不足。他对福克斯财经频道(Fox Business)表示:“我们预计火鸡总体上不存在供应短缺的问题,但今年小型火鸡的数量确实有所减少。”

除此之外,消费者将很难买到物美价廉的新鲜火鸡。为什么呢?原因还是人手不足。富国银行的首席农业经济学家迈克尔·斯旺森称:“新鲜火鸡市场确实价格更高,因为新鲜火鸡的时间要求更严格。”火鸡必须在特定日期准备妥当,在规定时间内在工厂完成加工,然后装上卡车运往仓库和门店。

在这个过程中,企业面临劳动力不足的问题,但斯旺森认为卡车运输问题尤其严重。他告诉《财富》杂志:“每个行业都受到卡车数量不足的影响。”

而通常被称为“Toms”的冷冻火鸡体型较大,似乎供应充足,而且商店零售价至少到目前为止几乎与去年持平。伦珀特说:“有些大型火鸡一直被冷藏保存,因此其价格不受当前市场环境的影响。”

从加工商到零售商,冷冻火鸡使他们的人手不足和供应链问题得到了有效缓解。斯旺森称:“他们能够提前宰杀火鸡,甚至可以提前三个月,然后将火鸡保存到冷柜,等到有卡车可用的时候就能够运到全国各地。”因此,冷冻火鸡的价格总体上更加稳定,当然不同的连锁食品杂货店甚至每家店铺的价格都有所不同。

伦珀特表示:“没错,我希望价格可以与去年甚至前年持平。我希望能够看到更多小型火鸡,而不是那些重25磅、需要在浴缸里解冻三天的冷冻火鸡。”

但面对众多不确定性因素,伦珀特建议购物者从现在就开始着手购买。他说:“现在只要看见有火鸡出售,就马上购买。”(财富中文网)

翻译:刘进龙

审校: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.

财富中文网所刊载内容之知识产权为财富媒体知识产权有限公司及/或相关权利人专属所有或持有。未经许可,禁止进行转载、摘编、复制及建立镜像等任何使用。
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