美国东部时间08:21——杰富瑞分析师指出，由于资格审核趋严以及特朗普总统税改法案将成本转嫁给各州，补充营养援助计划福利的减少将对食品企业构成结构性阻力。增加的行政障碍和更严格的规定已经对SNAP福利的参与度产生了抑制作用。这将导致民众的负担能力进一步承压，促使消费者转向更便宜的商品，并引发更激烈的价格竞争、促销活动以及自有品牌替代。分析师表示："对于制造商而言，这将造成一个缓慢燃烧的利润与销量之间的权衡。"鉴于金宝汤、康尼格拉和花苑食品在美国零售市场的业务占比较高，分析师认为，这些动态可能对这几家公司造成低个位数百分比的不利影响。
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