You're not imagining things: Prices are creeping up.
Americans want to buy more stuff, and businesses are rushing to meet demand.
Unemployment is below 4% for the first time in 17 years, wages are slowly inching up, and consumers are spending money on clothes, furniture, and cars. At the same time, elevated labor, transportation and commodity costs are pinching their profit margins.
你不是在作夢:價格逐漸攀升。
美國人想買更多的東西,而企業則急著滿足需求。
失業率17年來首次低於4%,工資正在緩慢上升,消費者在衣服、傢俱和汽車上花錢。與此同時,勞動力、運輸和大宗商品成本的上升正在擠壓它們的利潤率。
Both consumers and producers are feeling the squeeze from a healthy US economy. After years of low inflation, prices rose 1.9% in March from a year ago, according to the Federal Reserve's favored inflation measuring stick.
Consumer prices were up 2.1% in April from a year ago, while suppliers paid 2.6% more.
消費者和生產者都感受到了美國經濟健康的擠壓。根據Federal Reserve青睞的通脹衡量標準,經過多年的低通彭,3月份物價較上年同期上漲了1.9%。
4月份消費者價格較上年同期上漲了2.1%,而供應商的價格則上漲了2.6%。
Auto loans are getting more expensive because the Federal Reserve is gradually raising interest rates. The 30-year fixed-rate mortgage has moved to a seven-year high above 4.6%, according to Freddie Mac.
Dozens of companies in recent weeks have said they already hiked prices or plan to in the coming months to combat inflation.
由於Federal Reserve 正在逐步提高利率,汽車貸款變得越來越貴。Freddie Mac的資料顯示,30年期固定利率抵押貸款已升至逾4.6%的7年高點。
最近幾周,有數十家公司表示,它們已經上調了價格,或計畫在未來幾個月內應對通脹。
Deere (DE) said on Friday that it would raise prices for its equipment because of higher material and freight costs.
McDonald's (MCD) and Chipotle (CMG) have raised burger and burrito prices. Amazon (AMZN) is increasing Prime memberships by 20%. Netflix made monthly subscription prices 10% higherlate last year.
Deere (DE)在週五表示,由於原材料和貨運成本較高,該公司將提高設備價格。
麥當勞(McDonald's)和Chipotle (CMG)已經提高了漢堡和玉米煎餅的價格。亞馬遜(Amazon)的會員人數增加了20%。去年年底,Netflix每月的訂閱價格上漲了10%。
Tyson Foods (TSN) is planning to make Ball Park hot dogs more expensive, while Stanley Black & Decker (SWH) will hike the prices of their industrial tools.
"We're in business to make money, and in order to do that, we have to achieve price increases to offset some of that inflation," Stanley Black & Decker's CEO said last month.
Tyson Foods (TSN)正計畫讓Ball Park的熱狗漲價,而Stanley Black & Decker (SWH)將提高其工業工具的價格。
“我們的目的就是賺錢,為了做到這一點,我們必須實現價格上漲,以抵消部分通貨膨脹的影響,”Stanley Black & Decker的首席執行官上個月說。
Oil prices crossed $70 a barrel for the first time in more than three years. Americans are experiencing it at the pump: A gallon of gas is $2.91 — 24% higher than a year ago.
油價在多年來首次突破每桶70美元。美國人正經歷著這樣的情況:一加侖汽油2.91美元,比一年前上漲了24%。
Higher oil prices will also eat into companies' margins, which could lead them to pass off the costs to consumers. Paint, chemical, consumer products and packaged food companies all depend on crude oil to produce and package their goods. Airlines, trucking, and railroad firms need fuel for transportation.
Oil is American Airlines' (AAL) second largest expense, making air travel costlier for the company. That will trickle down to customers: "I would expect you would see higher fares," American's CEO said last month.
較高的油價也會分食公司的利潤,這可能會導致他們把成本轉嫁給消費者。油漆、化工、消費品和包裝食品公司都依賴原油生產和包裝他們的產品。航空公司、卡車運輸公司和鐵路公司需要燃料來運輸。
石油是美國航空公司(AAL)的第二大支出,使得航空公司的航空運輸成本上升。這將會影響到客戶:“我預估你會看到更高的票價,”美國首席執行官上個月說。
Freight costs are climbing. There aren't enough truck drivers right now to haul all the products manufacturers are churning out around the country. That has sent shipping costs soaring.
"Any company whose product ends up on a truck is going to feel it big time," said Peter Boockvar, chief investment officer at Bleakley Advisory Group. "If anyone is going to be affected by rising freight costs, it's going to be Amazon. Raising Prime is a way of offsetting that."
運費成本在上升。現在沒有足夠的司機來運輸所有製造商正在全球生產的產品。這導致航運成本飆升。
Bleakley Advisory Group的首席投資官Peter Boockvar說:“任何一家公司的產品最終會被卡車運走,這將是一件很重要的事情。”“如果有人受到運費上漲的影響,那將是亞馬遜。”提高價錢是一種抵消的方式。
Steel and aluminum prices are also going up, a concern for consumers. Campbell Soup (CPB)said on Friday that it expected double-digit increases in the two.
鋼鐵和鋁價也在上漲,這也是消費者的擔憂之一。Campbell Soup (CPB)週五表示,預計兩家公司將實現兩位數的增長。
"A lot of that driven — or all of it driven by the impact of anticipated tariffs," Campbell's chief financial officer told analysts.
In the past, Campbell could charge consumers more, but intense competition between Amazon, Walmart (WMT), Kroger (KR) and other top grocers and retailers could soften the blow to Americans' wallets.
Campbell的首席財務官對分析師們表示:“這其中很大一部分是由預期關稅的影響驅動的。”
在過去,Campbell可以向消費者收取更多的費用,但是亞馬遜、沃爾瑪、Kroger (KR)和其他頂級雜貨商和零售商之間的激烈競爭可能會削弱美國人的錢包。
Kroger said in March that it sacrificed lower margins to keep vegetable and meat price tags down, while Walmart reported Wednesday that cheaper prices dented profit.
Household care manufacturers such as Procter & Gamble (PG) and Kimberly-Clark (KMB) have struggled to retain their pricing power against the pressure from retailers. P&G's prices fell 2% last quarter from the year prior, while Kimberly Clark's dropped 1%.
Kroger 在3月表示,為了保持蔬菜和肉類的價格,它犧牲了更低的利潤率,而沃爾瑪週三報告說,價格下降導致利潤下降。
寶潔(Procter & Gamble)和Kimberly-Clark等家居護理製造商一直難以保持定價能力,以應對來自零售商的壓力。上個季度,寶潔的價格較上年同期下降了2%,而Kimberly-Clark則下跌了1%。
原文網址 http://money.cnn.com/2018/05/18/news/companies/amazon-mcdonalds-chipotle-walmart-prices/index.html
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