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美国疫情好转,但日用品价格不断上涨

美国疫情好转,但日用品价格不断上涨

Chris Morris 2021-05-04
成本上涨是消费品价格走高的主要原因。

图片来源:Josh Edelson—AFP/Getty Images

涨价的不仅仅是木材。通货膨胀正在悄无声息吞噬着人们的钱包,不管是日常物品还是不定期购买的商品,价格都会高过以往。

原材料价格大幅上涨,家用物品价格开始攀升,由此引发了通胀担忧。宝洁公司(Procter & Gamble)上周宣布多款家用消费品将涨价。金佰利(Kimberly-Clark)和可口可乐(Coca-Cola)也都要提价。

成本上涨是价格走高的主要原因。从木材到铝,各种原材料价格都在飞涨,企业利润收窄,最终为之买单的则是消费者。

美国劳工部(Department of Labor)的数据显示,3月居民消费价格同比上涨2.6%。很多产品价格未变,包装尺寸却已经缩水,结果消费者只能买更多,一时之间还察觉不到多出的账单源自何处。并且,危机期间人们倾向稳定,品牌忠诚度往往会增加。

下列是价格已经上涨,或者未来几个月会涨价的产品:

卫生纸

木材成本的上涨逐渐传递到纸制品的价格,金佰利的斯科特(Scott)品牌厕纸已经涨价,目前宝洁公司的Charmin品牌厕纸还未涨价。

纸尿裤

金佰利旗下好奇(Huggies)品牌纸尿裤的价格已经出现上浮,宝洁公司表示,婴儿护理用品的新订价格将于9月中旬生效。在宝洁各项涨价的产品中,帮宝适(Pampers)品牌和乐芙适(Luvs)品牌等婴儿护理产品涨幅最大。

宝洁的首席财务官安德烈·舒尔滕说:“涨价具体时间和幅度方面,各品牌和子品牌有所不同,涨价幅度为5%到9%左右。”

可口可乐、雪碧、健怡可乐和可口可乐旗下其他饮料

可口可乐公司(Coca-Cola)的首席执行官詹鲲杰在美国消费者新闻与商业频道(CNBC)的 “华尔街直播室”节目(Squawk on the Street)中称:“2021年,我们做了充分对冲,但2022年的市场压力越来越大,因此必须提价。”

花生酱

去年8月,果酱制造商J.M. Smucker提高了旗下花生酱品牌Jif的价格,之后竞争对手也迅速效仿。

早餐谷物食品

今年3月的财报电话会议上,通用磨坊公司(General Mills)表示,正在准备提价,以对抗通胀成本。

咖啡

新冠疫情也导致咖啡的运输成本不断上升。上个月初,旗下有福杰仕(Folgers)和唐恩都乐(Dunkin’ Donuts)两个咖啡品牌的J.M. Smucker就曾经讨论供应短缺问题。毕兹咖啡(Peet’s)也存在同样的问题。

女性护理用品和成人失禁护理用品

宝洁公司宣布即将涨价时称,这两类产品也包括其中。(财富中文网)

译者:李晓维

审校:夏林

 
图片来源:Josh Edelson—AFP/Getty Images

涨价的不仅仅是木材。通货膨胀正在悄无声息吞噬着人们的钱包,不管是日常物品还是不定期购买的商品,价格都会高过以往。

原材料价格大幅上涨,家用物品价格开始攀升,由此引发了通胀担忧。宝洁公司(Procter & Gamble)上周宣布多款家用消费品将涨价。金佰利(Kimberly-Clark)和可口可乐(Coca-Cola)也都要提价。

成本上涨是价格走高的主要原因。从木材到铝,各种原材料价格都在飞涨,企业利润收窄,最终为之买单的则是消费者。

美国劳工部(Department of Labor)的数据显示,3月居民消费价格同比上涨2.6%。很多产品价格未变,包装尺寸却已经缩水,结果消费者只能买更多,一时之间还察觉不到多出的账单源自何处。并且,危机期间人们倾向稳定,品牌忠诚度往往会增加。

下列是价格已经上涨,或者未来几个月会涨价的产品:

卫生纸

木材成本的上涨逐渐传递到纸制品的价格,金佰利的斯科特(Scott)品牌厕纸已经涨价,目前宝洁公司的Charmin品牌厕纸还未涨价。

纸尿裤

金佰利旗下好奇(Huggies)品牌纸尿裤的价格已经出现上浮,宝洁公司表示,婴儿护理用品的新订价格将于9月中旬生效。在宝洁各项涨价的产品中,帮宝适(Pampers)品牌和乐芙适(Luvs)品牌等婴儿护理产品涨幅最大。

宝洁的首席财务官安德烈·舒尔滕说:“涨价具体时间和幅度方面,各品牌和子品牌有所不同,涨价幅度为5%到9%左右。”

可口可乐、雪碧、健怡可乐和可口可乐旗下其他饮料

可口可乐公司(Coca-Cola)的首席执行官詹鲲杰在美国消费者新闻与商业频道(CNBC)的 “华尔街直播室”节目(Squawk on the Street)中称:“2021年,我们做了充分对冲,但2022年的市场压力越来越大,因此必须提价。”

花生酱

去年8月,果酱制造商J.M. Smucker提高了旗下花生酱品牌Jif的价格,之后竞争对手也迅速效仿。

早餐谷物食品

今年3月的财报电话会议上,通用磨坊公司(General Mills)表示,正在准备提价,以对抗通胀成本。

咖啡

新冠疫情也导致咖啡的运输成本不断上升。上个月初,旗下有福杰仕(Folgers)和唐恩都乐(Dunkin’ Donuts)两个咖啡品牌的J.M. Smucker就曾经讨论供应短缺问题。毕兹咖啡(Peet’s)也存在同样的问题。

女性护理用品和成人失禁护理用品

宝洁公司宣布即将涨价时称,这两类产品也包括其中。(财富中文网)

译者:李晓维

审校:夏林

It’s not just lumber. A lot of other things consumers buy on a regular or semi-frequent basis cost more these days as inflation subtly eats away at our wallets.

While raw materials have seen the biggest jumps, household goods are starting to creep up as well, stoking inflation fears. Procter & Gamble announced last week it would raise prices on many common household products. Kimberly-Clark and Coca-Cola are increasing prices as well.

The bumps are due, in large part, to commodity costs. The skyrocketing price of everything from lumber to aluminum is cutting into corporate profits—and consumers are being asked to cover that difference.

In March, consumer prices were up 2.6% compared with a year ago, according to the Department of Labor. Shoppers might not be able to pinpoint where the higher bills are coming from, though, as companies often reduce the size of packaging to maintain the current price, nudging people to buy more. And brand loyalty during a crisis tends to increase as people look for stability.

Here’s a list of some of the things you’re paying more for now—or will be asked to in the months to come:

Toilet paper

The price of lumber is trickling down to paper products, with Kimberly-Clark already increasing the price of Scott toilet paper. So far, Procter & Gamble has not increased the price of Charmin.

Diapers

Kimberly-Clark has already raised the price of Huggies, and Procter & Gamble said new pricing will go into effect on its baby care products in mid-September. Of all the P&G products seeing price increases, baby care products (which include Pampers and Luvs) will see the biggest uptick.

“The exact timing and amount of increases vary by brand and sub-brand in the range of mid to high single-digits,” said CFO Andre Schulten.

Coca-Cola, Sprite, Diet Coke, and other Coca-Cola-owned beverages

“We are well-hedged in ’21, but there’s pressure built up for ’22, and so there will have to be some price increases,” Coca-Cola CEO James Quincey said on CNBC’s Squawk on the Street.

Peanut butter

J.M. Smucker increased the price of Jif in August, and competitors quickly followed suit.

Breakfast cereal

In a March earnings call, General Mills said it was preparing to raise prices to offset the inflation costs it’s seeing.

Coffee

Shipping costs for coffee are rising as a result of the pandemic. J.M. Smucker, which owns the Folgers and Dunkin’ brands, discussed supply shortages early last month. Peet’s has expressed similar concerns.

Feminine care and adult incontinence products

P&G also cited these categories when announcing its upcoming price increases.

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