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

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）的股價下跌7.6%，好市多（Costco）的股價下跌5%，沃爾瑪（Wal-Mart）的股價下跌1.9%，Sprouts的股價下跌7%，超價商店（SuperValu）的股價下跌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，有機產(chǎn)品較少的傳統(tǒng)食品巨頭的股價同樣遭遇下滑。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的股價卻增長了約0.18%。盡管亞馬遜宣布計劃在全食超市的運營中采用自己的物流，但Blue Apron卻依舊保持了堅挺。亞馬遜不僅通過物質(zhì)激勵，號召其大約8,000萬Prime會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而難以擴大消費群體。不過隨著亞馬遜承諾降價，以及消費者漸漸偏好健康、有機的食品，食品雜貨公司的投資者可能擔(dān)心全食超市會進一步蠶食克羅格等傳統(tǒng)雜貨公司——以及他們的供應(yīng)商的市場份額。 （財富中文網(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.