開市客多種商品缺貨，到底發生了什么？
Chris Morris
2021-03-15
想再去開市客（Costco）買些奶酪或橄欖油？難度可能超乎你的想象。
供應鏈問題造成了這些商品的短缺，某些開市客的超市還出現了包括海鮮在內的許多產品缺貨。更具體的說，問題出在船運貨柜短缺。
開市客的首席財務官理查德·加蘭蒂在上周的營收電話會議上說：“從供應鏈的角度，海外貨運依舊存在集裝箱不足和港口延誤的問題。這導致某些商品出現了供應延誤，包括家具、體育用品、草坪和園藝用品，甚至食品和海鮮、進口奶酪與油等雜貨。我們預計未來幾個月壓力會有所緩解，但這確實對所有人產生了影響。”
除了海運問題，某些商品還面臨其他供應問題的影響。加蘭蒂指出，鋁罐短缺可能造成灌裝飲料缺貨。雖然培根肉價格暴漲，但主要原因似乎與需求有關，而不是供不應求。
海運供應問題似乎僅局限于洛杉磯和西雅圖等西海岸港口，卻對全美產生了連鎖反應。供應延誤增加了零售商的成本。他們正在盡量避免把新增的成本轉嫁給消費者。
不止開市客面臨商品供應不足的問題。Dollar Tree、Foot Locker和Urban Outfitters等都表示，從海外進口商品變得越來越難。
而被壓制的消費需求讓情況變得更加復雜。隨著新冠疫苗發布和漫長的冬季結束，消費者對于恢復正常生活變得日益樂觀，這種情緒助長了消費熱情。因此，在奶酪或露臺家具等商品供應受限時，它們通常會很快被搶購一空。
但問題有望得到緩解。美國總統喬·拜登在上個月命令對關鍵原材料的供應鏈進行全面審查。雖然這項命令涉及的是半導體和藥物等特定商品，但拜登也呼吁對更多行業的供應鏈單獨進行為期一年的審查，包括食物生產行業。（財富中文網）
譯者：劉進龍
審校：汪皓
想再去開市客（Costco）買些奶酪或橄欖油？難度可能超乎你的想象。
供應鏈問題造成了這些商品的短缺，某些開市客的超市還出現了包括海鮮在內的許多產品缺貨。更具體的說，問題出在船運貨柜短缺。
開市客的首席財務官理查德·加蘭蒂在上周的營收電話會議上說：“從供應鏈的角度，海外貨運依舊存在集裝箱不足和港口延誤的問題。這導致某些商品出現了供應延誤，包括家具、體育用品、草坪和園藝用品，甚至食品和海鮮、進口奶酪與油等雜貨。我們預計未來幾個月壓力會有所緩解，但這確實對所有人產生了影響。”
除了海運問題，某些商品還面臨其他供應問題的影響。加蘭蒂指出，鋁罐短缺可能造成灌裝飲料缺貨。雖然培根肉價格暴漲，但主要原因似乎與需求有關，而不是供不應求。
海運供應問題似乎僅局限于洛杉磯和西雅圖等西海岸港口，卻對全美產生了連鎖反應。供應延誤增加了零售商的成本。他們正在盡量避免把新增的成本轉嫁給消費者。
不止開市客面臨商品供應不足的問題。Dollar Tree、Foot Locker和Urban Outfitters等都表示，從海外進口商品變得越來越難。
而被壓制的消費需求讓情況變得更加復雜。隨著新冠疫苗發布和漫長的冬季結束，消費者對于恢復正常生活變得日益樂觀，這種情緒助長了消費熱情。因此，在奶酪或露臺家具等商品供應受限時，它們通常會很快被搶購一空。
但問題有望得到緩解。美國總統喬·拜登在上個月命令對關鍵原材料的供應鏈進行全面審查。雖然這項命令涉及的是半導體和藥物等特定商品，但拜登也呼吁對更多行業的供應鏈單獨進行為期一年的審查，包括食物生產行業。（財富中文網）
譯者：劉進龍
審校：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.
財富中文網所刊載內容之知識產權為財富媒體知識產權有限公司及/或相關權利人專屬所有或持有。未經許可，禁止進行轉載、摘編、復制及建立鏡像等任何使用。
