受通胀压力影响,消费者正纷纷削减猪腰肉、培根和火腿的购买量。全球顶级猪肉加工商Smithfield Foods与JBS的高管周二表示,猪肉需求已明显落后于鸡肉和牛肉。Smithfield第二财季鲜猪肉销量同比下降2%,公司随即下调了全年销售预期。受此消息影响,Smithfield股价跌幅约达3%。
Smithfield包装肉类部门负责人史蒂夫·弗朗斯表示:“油价再次上涨,家庭预算依然吃紧。”该公司透露,正着手研发针对消费者新需求的产品,例如即食熟食午餐肉以及便携式玉米片套装。与此同时,随着牛肉成本持续攀升,餐馆开始转向更多使用猪肉。Smithfield高管指出,第二季度面向餐饮业的鲜猪肉销量同比增长了12%。
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