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开市客多种商品缺货,到底发生了什么?

开市客多种商品缺货,到底发生了什么?

Chris Morris 2021年03月15日
供应链问题造成了这些商品的短缺。

想再去开市客(Costco)买些奶酪或橄榄油?难度可能超乎你的想象。

供应链问题造成了这些商品的短缺,某些开市客的超市还出现了包括海鲜在内的许多产品缺货。更具体的说,问题出在船运货柜短缺。

开市客的首席财务官理查德·加兰蒂在上周的营收电话会议上说:“从供应链的角度,海外货运依旧存在集装箱不足和港口延误的问题。这导致某些商品出现了供应延误,包括家具、体育用品、草坪和园艺用品,甚至食品和海鲜、进口奶酪与油等杂货。我们预计未来几个月压力会有所缓解,但这确实对所有人产生了影响。”

除了海运问题,某些商品还面临其他供应问题的影响。加兰蒂指出,铝罐短缺可能造成灌装饮料缺货。虽然培根肉价格暴涨,但主要原因似乎与需求有关,而不是供不应求。

海运供应问题似乎仅局限于洛杉矶和西雅图等西海岸港口,却对全美产生了连锁反应。供应延误增加了零售商的成本。他们正在尽量避免把新增的成本转嫁给消费者。

不止开市客面临商品供应不足的问题。Dollar Tree、Foot Locker和Urban Outfitters等都表示,从海外进口商品变得越来越难。

而被压制的消费需求让情况变得更加复杂。随着新冠疫苗发布和漫长的冬季结束,消费者对于恢复正常生活变得日益乐观,这种情绪助长了消费热情。因此,在奶酪或露台家具等商品供应受限时,它们通常会很快被抢购一空。

但问题有望得到缓解。美国总统乔·拜登在上个月命令对关键原材料的供应链进行全面审查。虽然这项命令涉及的是半导体和药物等特定商品,但拜登也呼吁对更多行业的供应链单独进行为期一年的审查,包括食物生产行业。(财富中文网)

译者:刘进龙

审校:汪皓

想再去开市客(Costco)买些奶酪或橄榄油?难度可能超乎你的想象。

供应链问题造成了这些商品的短缺,某些开市客的超市还出现了包括海鲜在内的许多产品缺货。更具体的说,问题出在船运货柜短缺。

开市客的首席财务官理查德·加兰蒂在上周的营收电话会议上说:“从供应链的角度,海外货运依旧存在集装箱不足和港口延误的问题。这导致某些商品出现了供应延误,包括家具、体育用品、草坪和园艺用品,甚至食品和海鲜、进口奶酪与油等杂货。我们预计未来几个月压力会有所缓解,但这确实对所有人产生了影响。”

除了海运问题,某些商品还面临其他供应问题的影响。加兰蒂指出,铝罐短缺可能造成灌装饮料缺货。虽然培根肉价格暴涨,但主要原因似乎与需求有关,而不是供不应求。

海运供应问题似乎仅局限于洛杉矶和西雅图等西海岸港口,却对全美产生了连锁反应。供应延误增加了零售商的成本。他们正在尽量避免把新增的成本转嫁给消费者。

不止开市客面临商品供应不足的问题。Dollar Tree、Foot Locker和Urban Outfitters等都表示,从海外进口商品变得越来越难。

而被压制的消费需求让情况变得更加复杂。随着新冠疫苗发布和漫长的冬季结束,消费者对于恢复正常生活变得日益乐观,这种情绪助长了消费热情。因此,在奶酪或露台家具等商品供应受限时,它们通常会很快被抢购一空。

但问题有望得到缓解。美国总统乔·拜登在上个月命令对关键原材料的供应链进行全面审查。虽然这项命令涉及的是半导体和药物等特定商品,但拜登也呼吁对更多行业的供应链单独进行为期一年的审查,包括食物生产行业。(财富中文网)

译者:刘进龙

审校:汪皓

Looking to pick up cheese or olive oil the next time you’re at Costco? It might be harder than you think.

Supply chain problems are causing shortages of the products, along with seafood and several other items at certain locations of the megastore. More specifically, the problem is a shortage of shipping containers.

“From a supply chain perspective, overseas freight has continued to be an issue in regards to container shortage and port delays,” said CFO Richard Galanti on an earnings call last week. “This has caused timing delays on certain categories, including furniture, sporting goods, lawn and garden, and even some food and sundries items like seafood, imported cheeses, and oils. We expect these pressures to ease in the coming months, but it’s impacting everyone, of course.”

Beyond shipping issues, other supply problems are affecting some products. Galanti noted that aluminum can shortages are causing issues with canned beverages. And bacon has seen price spikes, though that appears to be tied more to demand than shortages.

The shipping supply problem seems localized to West Coast ports, including Los Angeles and Seattle, but it is having ripple effects throughout the country. The delays are resulting in some higher costs for retailers, who are trying to avoid passing those along to customers.

Costco isn’t alone. Dollar Tree, Foot Locker, and Urban Outfitters have all noted that it’s getting harder to import products from overseas.

Complicating things is pent-up consumer demand, which is fueling spending as people become more optimistic about a return to normal with the release of COVID-19 vaccines and a long winter coming to an end. So when limited goods—whether cheese or patio furniture—do arrive, they’re often snatched up quickly.

There is hope that the problem is about to ease, though. President Joe Biden ordered a broad review of the supply chain for critical materials last month. While that order focused on specific items like semiconductors and pharmaceuticals, Biden also called for a separate one-year review of supply chains in broader sectors, including food production.

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