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美國通脹加劇,會(huì)影響感恩節(jié)的儀式感嗎?

Megan Leonhardt
2021-11-16

盡管今年的火雞供應(yīng)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(jià)格。

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由于供應(yīng)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(jié)大餐支付更高的成本。但感恩季的招牌菜火雞的價(jià)格,在很大程度上取決于你想將哪個(gè)品種的火雞擺上餐桌。

經(jīng)濟(jì)學(xué)家、農(nóng)戶和肉類加工企業(yè)高管從幾個(gè)月前就曾經(jīng)警告今年感恩節(jié)火雞價(jià)格可能上漲。例如,Credible的金融分析師丹尼爾·洛卡托預(yù)計(jì),火雞的價(jià)格將上漲8%至9%。富國銀行(Wells Fargo)最近對(duì)美國農(nóng)業(yè)部(Department of Agricultural)的數(shù)據(jù)的分析顯示,總體上,重8至16磅的火雞9月的價(jià)格較去年上漲了25%,至每磅1.36美元,而2019年的價(jià)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(nèi)大型零售商,整只感恩節(jié)火雞的廣告宣傳價(jià)格與去年一樣。全食超市(Whole Foods)經(jīng)過動(dòng)物福利認(rèn)證的整只冷凍火雞的單價(jià)甚至低于去年的售價(jià)。

那么,到底發(fā)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(bào)告,所采用的都是生產(chǎn)商層面的整只火雞的相對(duì)價(jià)格,而不是消費(fèi)者在商店支付的零售價(jià)。而且,盡管今年的火雞供應(yīng)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(jià)格。

分析師兼食品趨勢(shì)專家、人稱“超級(jí)市場(chǎng)專家”的菲爾·倫珀特認(rèn)為,歸根結(jié)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(jià)格更貴,并且供應(yīng)不足?!?/p>

Butterball公司的首席執(zhí)行官杰伊·詹德勞也認(rèn)同這種觀點(diǎn)。他表示,可以合理預(yù)期小型火雞每磅的售價(jià)更高,因?yàn)榻衲赀@種火雞的供應(yīng)量不足。他對(duì)??怂关?cái)經(jīng)頻道(Fox Business)表示:“我們預(yù)計(jì)火雞總體上不存在供應(yīng)短缺的問題,但今年小型火雞的數(shù)量確實(shí)有所減少?!?/p>

除此之外,消費(fèi)者將很難買到物美價(jià)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(nóng)業(yè)經(jīng)濟(jì)學(xué)家邁克爾·斯旺森稱:“新鮮火雞市場(chǎng)確實(shí)價(jià)格更高,因?yàn)樾迈r火雞的時(shí)間要求更嚴(yán)格。”火雞必須在特定日期準(zhǔn)備妥當(dāng),在規(guī)定時(shí)間內(nèi)在工廠完成加工,然后裝上卡車運(yùn)往倉庫和門店。

在這個(gè)過程中,企業(yè)面臨勞動(dòng)力不足的問題,但斯旺森認(rèn)為卡車運(yùn)輸問題尤其嚴(yán)重。他告訴《財(cái)富》雜志:“每個(gè)行業(yè)都受到卡車數(shù)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(yīng)充足,而且商店零售價(jià)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(jià)格不受當(dāng)前市場(chǎng)環(huán)境的影響?!?/p>

從加工商到零售商,冷凍火雞使他們的人手不足和供應(yīng)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(gè)月,然后將火雞保存到冷柜,等到有卡車可用的時(shí)候就能夠運(yùn)到全國各地?!币虼?,冷凍火雞的價(jià)格總體上更加穩(wěn)定,當(dāng)然不同的連鎖食品雜貨店甚至每家店鋪的價(jià)格都有所不同。

倫珀特表示:“沒錯(cuò),我希望價(jià)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(duì)眾多不確定性因素,倫珀特建議購物者從現(xiàn)在就開始著手購買。他說:“現(xiàn)在只要看見有火雞出售,就馬上購買?!保ㄘ?cái)富中文網(wǎng))

翻譯:劉進(jìn)龍

審校:汪皓

由于供應(yīng)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(jié)大餐支付更高的成本。但感恩季的招牌菜火雞的價(jià)格,在很大程度上取決于你想將哪個(gè)品種的火雞擺上餐桌。

經(jīng)濟(jì)學(xué)家、農(nóng)戶和肉類加工企業(yè)高管從幾個(gè)月前就曾經(jīng)警告今年感恩節(jié)火雞價(jià)格可能上漲。例如,Credible的金融分析師丹尼爾·洛卡托預(yù)計(jì),火雞的價(jià)格將上漲8%至9%。富國銀行(Wells Fargo)最近對(duì)美國農(nóng)業(yè)部(Department of Agricultural)的數(shù)據(jù)的分析顯示,總體上,重8至16磅的火雞9月的價(jià)格較去年上漲了25%,至每磅1.36美元,而2019年的價(jià)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(nèi)大型零售商,整只感恩節(jié)火雞的廣告宣傳價(jià)格與去年一樣。全食超市(Whole Foods)經(jīng)過動(dòng)物福利認(rèn)證的整只冷凍火雞的單價(jià)甚至低于去年的售價(jià)。

那么,到底發(fā)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(bào)告,所采用的都是生產(chǎn)商層面的整只火雞的相對(duì)價(jià)格,而不是消費(fèi)者在商店支付的零售價(jià)。而且,盡管今年的火雞供應(yīng)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(jià)格。

分析師兼食品趨勢(shì)專家、人稱“超級(jí)市場(chǎng)專家”的菲爾·倫珀特認(rèn)為,歸根結(jié)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(jià)格更貴,并且供應(yīng)不足?!?/p>

Butterball公司的首席執(zhí)行官杰伊·詹德勞也認(rèn)同這種觀點(diǎn)。他表示,可以合理預(yù)期小型火雞每磅的售價(jià)更高,因?yàn)榻衲赀@種火雞的供應(yīng)量不足。他對(duì)??怂关?cái)經(jīng)頻道(Fox Business)表示:“我們預(yù)計(jì)火雞總體上不存在供應(yīng)短缺的問題,但今年小型火雞的數(shù)量確實(shí)有所減少?!?/p>

除此之外,消費(fèi)者將很難買到物美價(jià)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(nóng)業(yè)經(jīng)濟(jì)學(xué)家邁克爾·斯旺森稱:“新鮮火雞市場(chǎng)確實(shí)價(jià)格更高,因?yàn)樾迈r火雞的時(shí)間要求更嚴(yán)格?!被痣u必須在特定日期準(zhǔn)備妥當(dāng),在規(guī)定時(shí)間內(nèi)在工廠完成加工,然后裝上卡車運(yùn)往倉庫和門店。

在這個(gè)過程中,企業(yè)面臨勞動(dòng)力不足的問題,但斯旺森認(rèn)為卡車運(yùn)輸問題尤其嚴(yán)重。他告訴《財(cái)富》雜志:“每個(gè)行業(yè)都受到卡車數(shù)量不足的影響?!?/p>

而通常被稱為“Toms”的冷凍火雞體型較大,似乎供應(yīng)充足,而且商店零售價(jià)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(jià)格不受當(dāng)前市場(chǎng)環(huán)境的影響?!?/p>

從加工商到零售商,冷凍火雞使他們的人手不足和供應(yīng)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(gè)月,然后將火雞保存到冷柜,等到有卡車可用的時(shí)候就能夠運(yùn)到全國各地?!币虼耍鋬龌痣u的價(jià)格總體上更加穩(wěn)定,當(dāng)然不同的連鎖食品雜貨店甚至每家店鋪的價(jià)格都有所不同。

倫珀特表示:“沒錯(cuò),我希望價(jià)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?!?/p>

但面對(duì)眾多不確定性因素,倫珀特建議購物者從現(xiàn)在就開始著手購買。他說:“現(xiàn)在只要看見有火雞出售,就馬上購買?!保ㄘ?cái)富中文網(wǎng))

翻譯:劉進(jìn)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.

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