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2021-03-26

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Here are 17 food companies that have warned about rising inflation<blockquote>以下是17家食品公司对通胀上升发出警告</blockquote>

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Most food companies are speaking to incremental pricing, revenue management, productivity, and rolling-off COVID costs as offsets, but elasticity remains the unknown as prices inflate and food-at-home consumption normalizes (at some point).\"<blockquote>Dickerson解释道：“鉴于现货/未来大宗商品价格与对冲对公司食品销售成本的影响之间平均存在六个月的滞后，我们预计随着今年和2022年的到来，成本通胀/毛利率风险将会增加。大多数食品公司都在谈论增量定价、收入管理、生产力和新冠疫情成本的滚动作为抵消，但随着价格上涨和家庭食品消费正常化（在某个时候），弹性仍然未知。”</blockquote> <img src=\"https://static.tigerbbs.com/b82c5256309e055ab4ef008b41cd2997\" tg-width=\"705\" tg-height=\"449\" referrerpolicy=\"no-referrer\">Food cost inflation is on the rise.<blockquote>食品成本通胀正在上升。</blockquote> Despite the growing margin concerns by the Street,shares of the major food playershave stayed firm lately as investors hold out hope the companies could successfully manage the inflationary pressures. Consumers have also continued to eat a great deal at home in spite of rising numbers of those being vaccinated.<blockquote>尽管华尔街对利润率的担忧日益加剧，但主要食品公司的股价最近保持坚挺，因为投资者希望这些公司能够成功应对通胀压力。尽管接种疫苗的人数不断增加，但消费者仍继续在家大量食用。</blockquote> For instance, shares of Campbell Soup are up 7% in the past month, while Conagra has gained 7% and General Mills 6%.<blockquote>例如，金宝汤(Campbell Soup)的股价在过去一个月上涨了7%，康尼格拉(Conagra)上涨了7%，通用磨坊(General Mills)上涨了6%。</blockquote> \"We are seeing great growth across our North American business in particular, including our pet business. We are seeing rising cost pressures and increased costs to serve [our products], and the inflation is broad-based. We see it in grains and logistics, not only here in the U.S. but also globally,\" General Mills Chairman and CEO Jeff Harmening said onYahoo Finance Live.<blockquote>“我们特别看到北美业务的巨大增长，包括我们的宠物业务。我们看到成本压力不断上升，为[我们的产品]提供服务的成本增加，而且通货膨胀是广泛的。我们在谷物和物流中看到了这一点，不仅在美国，而且在全球范围内，”通用磨坊董事长兼首席执行官杰夫·哈梅宁在雅虎财经直播中表示。</blockquote> \"Fortunately, we have good productivity programs and are looking for some pricing in places,\" added Harmening. \"We have the tools we need in order to battle it, but we are starting to see inflation as are most of our competitors.\"<blockquote>“幸运的是，我们有良好的生产力计划，并且正在寻找一些地方的定价，”哈梅宁补充道。“我们拥有应对通货膨胀所需的工具，但我们开始像大多数竞争对手一样看到通货膨胀。”</blockquote>","source":"lsy1584348713084","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Here are 17 food companies that have warned about rising inflation<blockquote>以下是17家食品公司对通胀上升发出警告</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHere are 17 food companies that have warned about rising inflation<blockquote>以下是17家食品公司对通胀上升发出警告</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nyahoo2021-03-26 11:42\n\n</h4>\n</header>\n<article>\nStart saving those pennies now because your grocery bill will likely head higher soon asfood giantspass along inflationary costs in transportation and those related to newCOVID-19 related protocols.<blockquote>现在就开始节省这些钱，因为随着食品巨头转嫁运输和与新COVID-19相关协议相关的通货膨胀成本，您的杂货账单可能很快就会上涨。</blockquote> \"Our Commodity Index points now to ~11% 2021 agricultural/energy-related cost inflation, essentially in-line with what we saw in 2007/2008/2011, when food sector gross margin contracted,\" said Jefferies food sector analyst Rob Dickerson in a new research note.<blockquote>杰富瑞食品行业分析师Rob Dickerson在一份新的研究报告中表示：“我们的大宗商品指数目前显示，2021年农业/能源相关成本通胀约为11%，与2007/2008/2011年食品行业毛利率收缩的情况基本一致。”</blockquote> Dickerson points to 17 well-known food companies that have recently warned about rising levels of inflation: B&amp;G Foods; BellRing Brands; Campbell Soup; Conagra Brands; Flowers Foods; General Mills; Hostess Brands; J&amp;J Snack Foods; Kellogg; Kraft Heinz; McCormick; Mondelez; Nomad Foods; Post Holdings; Hain Celestial; Hershey; and TreeHouse Foods.<blockquote>迪克森指出了最近对通胀水平上升发出警告的17家知名食品公司：B&amp;G食品公司；贝尔林品牌；金宝汤；康尼格拉品牌；鲜花食品；通用磨坊；女主人品牌；强生休闲食品公司；凯洛格；卡夫亨氏；麦考密克；亿滋；游牧食品；邮政控股；海恩天界；好时；还有树屋食品。</blockquote> The analyst thinks the looming inflation could take a bite out of profit margins for Big Food, even as they eye price increases and package size changes to counter the effect.<blockquote>这位分析师认为，迫在眉睫的通货膨胀可能会削弱大型食品的利润率，尽管他们着眼于价格上涨和包装尺寸的变化来抵消这种影响。</blockquote> Explains Dickerson, \"Given an average six month lag between spot/future commodity prices and company cost of food sold implications due to hedging, we foresee incremental cost inflation/gross margin risk as we move through the year and into 2022. Most food companies are speaking to incremental pricing, revenue management, productivity, and rolling-off COVID costs as offsets, but elasticity remains the unknown as prices inflate and food-at-home consumption normalizes (at some point).\"<blockquote>Dickerson解释道：“鉴于现货/未来大宗商品价格与对冲对公司食品销售成本的影响之间平均存在六个月的滞后，我们预计随着今年和2022年的到来，成本通胀/毛利率风险将会增加。大多数食品公司都在谈论增量定价、收入管理、生产力和新冠疫情成本的滚动作为抵消，但随着价格上涨和家庭食品消费正常化（在某个时候），弹性仍然未知。”</blockquote> <img src=\"https://static.tigerbbs.com/b82c5256309e055ab4ef008b41cd2997\" tg-width=\"705\" tg-height=\"449\" referrerpolicy=\"no-referrer\">Food cost inflation is on the rise.<blockquote>食品成本通胀正在上升。</blockquote> Despite the growing margin concerns by the Street,shares of the major food playershave stayed firm lately as investors hold out hope the companies could successfully manage the inflationary pressures. Consumers have also continued to eat a great deal at home in spite of rising numbers of those being vaccinated.<blockquote>尽管华尔街对利润率的担忧日益加剧，但主要食品公司的股价最近保持坚挺，因为投资者希望这些公司能够成功应对通胀压力。尽管接种疫苗的人数不断增加，但消费者仍继续在家大量食用。</blockquote> For instance, shares of Campbell Soup are up 7% in the past month, while Conagra has gained 7% and General Mills 6%.<blockquote>例如，金宝汤(Campbell Soup)的股价在过去一个月上涨了7%，康尼格拉(Conagra)上涨了7%，通用磨坊(General Mills)上涨了6%。</blockquote> \"We are seeing great growth across our North American business in particular, including our pet business. We are seeing rising cost pressures and increased costs to serve [our products], and the inflation is broad-based. We see it in grains and logistics, not only here in the U.S. but also globally,\" General Mills Chairman and CEO Jeff Harmening said onYahoo Finance Live.<blockquote>“我们特别看到北美业务的巨大增长，包括我们的宠物业务。我们看到成本压力不断上升，为[我们的产品]提供服务的成本增加，而且通货膨胀是广泛的。我们在谷物和物流中看到了这一点，不仅在美国，而且在全球范围内，”通用磨坊董事长兼首席执行官杰夫·哈梅宁在雅虎财经直播中表示。</blockquote> \"Fortunately, we have good productivity programs and are looking for some pricing in places,\" added Harmening. \"We have the tools we need in order to battle it, but we are starting to see inflation as are most of our competitors.\"<blockquote>“幸运的是，我们有良好的生产力计划，并且正在寻找一些地方的定价，”哈梅宁补充道。“我们拥有应对通货膨胀所需的工具，但我们开始像大多数竞争对手一样看到通货膨胀。”</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://finance.yahoo.com/news/here-are-17-food-companies-that-have-warned-about-rising-inflation-190503209.html\">yahoo</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://finance.yahoo.com/news/here-are-17-food-companies-that-have-warned-about-rising-inflation-190503209.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100202252","content_text":"Start saving those pennies now because your grocery bill will likely head higher soon asfood giantspass along inflationary costs in transportation and those related to newCOVID-19 related protocols.\n\"Our Commodity Index points now to ~11% 2021 agricultural/energy-related cost inflation, essentially in-line with what we saw in 2007/2008/2011, when food sector gross margin contracted,\" said Jefferies food sector analyst Rob Dickerson in a new research note.\nDickerson points to 17 well-known food companies that have recently warned about rising levels of inflation: B&G Foods; BellRing Brands; Campbell Soup; Conagra Brands; Flowers Foods; General Mills; Hostess Brands; J&J Snack Foods; Kellogg; Kraft Heinz; McCormick; Mondelez; Nomad Foods; Post Holdings; Hain Celestial; Hershey; and TreeHouse Foods.\nThe analyst thinks the looming inflation could take a bite out of profit margins for Big Food, even as they eye price increases and package size changes to counter the effect.\nExplains Dickerson, \"Given an average six month lag between spot/future commodity prices and company cost of food sold implications due to hedging, we foresee incremental cost inflation/gross margin risk as we move through the year and into 2022. Most food companies are speaking to incremental pricing, revenue management, productivity, and rolling-off COVID costs as offsets, but elasticity remains the unknown as prices inflate and food-at-home consumption normalizes (at some point).\"\nFood cost inflation is on the rise.\nDespite the growing margin concerns by the Street,shares of the major food playershave stayed firm lately as investors hold out hope the companies could successfully manage the inflationary pressures. Consumers have also continued to eat a great deal at home in spite of rising numbers of those being vaccinated.\nFor instance, shares of Campbell Soup are up 7% in the past month, while Conagra has gained 7% and General Mills 6%.\n\"We are seeing great growth across our North American business in particular, including our pet business. We are seeing rising cost pressures and increased costs to serve [our products], and the inflation is broad-based. We see it in grains and logistics, not only here in the U.S. but also globally,\" General Mills Chairman and CEO Jeff Harmening said onYahoo Finance Live.\n\"Fortunately, we have good productivity programs and are looking for some pricing in places,\" added Harmening. \"We have the tools we need in order to battle it, but we are starting to see inflation as are most of our competitors.\"","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":328,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":10,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/358746459"}