喝杯可乐也变贵?特朗普关税政策引后患

2018-07-27 10:56

小弈编译

唐纳德·特朗普总统和其他数百万人都将发现,喝一杯可乐都会变贵。

Have a Coke and a… frown?

喝口可乐,皱下眉?

President Donald Trump and millions of others are about to find that  is going to become a little more expensive — thanks in part to the commander in chief's tariffs.

唐纳德·特朗普总统和其他数百万人即将发现,喝可乐将变得很贵——这在一定程度上要“归功于”关税政策。

Coca-Cola CEO James Quincey announced this week that rising costs were driving an unusual mid-year need to raise prices to consumers. The reason is "the freight, the metals, the steel, the aluminum going up, the labor going up," he said during a CNBC interview. He directly mentioned tariffs to the Wall Street Journal.

可口可乐公司首席执行长詹姆斯·昆西本周宣布,不断上升的成本将导致消费者价格的提升。他在CNBC采访中说:“运费、金属、钢铁、铝价上涨,劳动力成本提高。”他在《华尔街日报》上直接提到关税。

It wasn't long ago — March, in fact — that Commerce Secretary Wilbur Ross predicted no major impact on consumers from steel and aluminum tariffs.

事实上,就在三月,商务部部长威尔伯·罗斯还预计钢铁和铝价的关税上涨对消费者不会产生重大影响。

"Here's a can of Coca-Cola," Ross said. "Coca-Cola has three cents of aluminum in it. I just paid $1.49 for this can of Coke. It doesn't mean anything.

“这是可口可乐的罐子,”罗斯说,“有三美分是铝。我刚刚为这罐可乐支付了1.49美元,这并不意味着什么。”

He did something similar at the time with a can of Campbell's Chicken Noodle Soup, noting that a 25 percent tariff on steel would add just six-tenths of a cent in cost.

当时他还用坎贝尔的鸡肉鸡汤罐头做了类似的比较,他指出,对钢材征收25%的关税只会使成本增加0.6倍。

And now it's Coke, correcting the record.

但是它是可口可乐,事实发生了变化。

While the cost increase of one single can may seem negligible, it adds up over the tremendous volume a company like Coca-Cola sees.

虽然单个成本的增加似乎可以忽略不计,但可口可乐这样的公司还是看到了巨大数量的增加。

Looking at the malted beverage sector, according to the Beer Institute, more than 5,000 active breweries in the U.S. last year bought 36 billion aluminum cans and bottles, with the aluminum being the largest single input cost for the can.

根据比尔研究所的数据,美国去年有5,000多家活跃的酿酒厂购买了360亿只铝罐和铝瓶,而铝是罐子最大的单一投入成本。

"This will allow the drink companies to lock in additional profits for the foreseeable future without the usual incremental price increases," said Robin Lee Allen, managing partner for private equity firm Esperance.

私募股权公司埃斯佩兰斯管理合伙人罗宾·李·艾伦表示:“在不增加价格的情况下,这些饮料企业将在可预见的未来受困于额外的利润。”

In its second quarter earnings announcement, Coca-Cola said that unit case volume was up 2 percent, year over year, with Coca-Cola brand beverages leading the increase. Earnings per share were up 68 percent.

可口可乐在其第二季度收益报告中表示,其单位成交量较上年同期增长2%,可口可乐品牌饮料的增长率居前列。每股收益增长了68%。

The Twitterverse, meanwhile, had its own opinions on the impact of Trump's tariffs, with many noting that the fast food-loving president seemed to be inadvertently supporting a shift in public health policy by making sugary sodas more expensive. 

与此同时,两派对特朗普的关税产生的影响有自己的看法。许多人指出,钟爱速食的总统似乎无意通过让含糖产品变得更贵来支持公众健康政策。

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