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亞馬遜降低全食超市價(jià)格,致使其他食品零售商市值縮水110億美元

亞馬遜降低全食超市價(jià)格,致使其他食品零售商市值縮水110億美元

Lucinda Shen 2017-08-28
食品零售公司的投資者擔(dān)心全食超市會(huì)進(jìn)一步蠶食克羅格等傳統(tǒng)企業(yè)——以及他們的供應(yīng)商的市場(chǎng)份額。

上周四,亞馬遜(Amazon)宣布計(jì)劃立刻降低全食超市(Whole Foods)的價(jià)格,這家食品雜貨店著名的昂貴產(chǎn)品也將對(duì)亞馬遜的Prime會(huì)員開放折扣。不過價(jià)格打折的不僅是有機(jī)食品。

這一新聞導(dǎo)致其他五大雜貨連鎖店的市值縮水了大約110億美元:克羅格(Kroger)的股價(jià)下跌7.6%,好市多(Costco)的股價(jià)下跌5%,沃爾瑪(Wal-Mart)的股價(jià)下跌1.9%,Sprouts的股價(jià)下跌7%,超價(jià)商店(SuperValu)的股價(jià)下跌6.6%。截至上周四收盤,一日之內(nèi),這五家連鎖店的市值總和跌至了3,246億美元。

不止如此,有機(jī)產(chǎn)品較少的傳統(tǒng)食品巨頭的股價(jià)同樣遭遇下滑。通用磨坊(General Mills)、金寶湯(Campbell Soup)、凱洛格(Kellogg)和味好美(McCormick)當(dāng)日的股價(jià)也分別下滑了3.5%、3.3%、2.8%和2.2%。盛美家(Smucker)和荷美爾食品(Hormel Foods)等其他食品廠商的股價(jià)也出現(xiàn)下滑,不過已經(jīng)由于業(yè)績疲軟,這些公司在當(dāng)日早些時(shí)候已經(jīng)陷入泥潭。

然而,在標(biāo)普500指數(shù)整體下滑0.21%的當(dāng)日,食品快遞公司Blue Apron的股價(jià)卻增長了約0.18%。盡管亞馬遜宣布計(jì)劃在全食超市的運(yùn)營中采用自己的物流,但Blue Apron卻依舊保持了堅(jiān)挺。亞馬遜不僅通過物質(zhì)激勵(lì),號(hào)召其大約8,000萬Prime會(huì)員在其食品雜貨店內(nèi)購物,還表示將在網(wǎng)站上銷售全食超市的自有品牌如365 Everyday Value的產(chǎn)品。

在亞馬遜6月以137億美元收購全食超市之前,后者由于高昂的定價(jià)而難以擴(kuò)大消費(fèi)群體。不過隨著亞馬遜承諾降價(jià),以及消費(fèi)者漸漸偏好健康、有機(jī)的食品,食品雜貨公司的投資者可能擔(dān)心全食超市會(huì)進(jìn)一步蠶食克羅格等傳統(tǒng)雜貨公司——以及他們的供應(yīng)商的市場(chǎng)份額。 (財(cái)富中文網(wǎng))

譯者:嚴(yán)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.

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