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Pepsico Reportedly Initiated Grocery Breakup Over Price Hike Dispute, Not Carrefour: 'Mischaracterized The Chain Of Events'

Pepsico Reportedly Initiated Grocery Breakup Over Price Hike Dispute, Not Carrefour: 'Mischaracterized The Chain Of Events'

據報道,百事可樂因漲價糾紛發起了雜貨店分手,而不是家樂福:“錯誤地描述了連鎖事件”
Benzinga ·  01/09 19:37

PepsiCo Inc (NASDAQ:PEP) stated on Monday that it was the one to initiate the split with French supermarket giant Carrefour (OTC:CRRFY), not the other way around.

百事可樂公司(納斯達克股票代碼:PEP)週一表示,它是啓動與法國超市巨頭家樂福(場外交易代碼:CRRFY)分拆的公司,而不是相反。

What Happened: The Wall Street Journal reported that PepsiCo announced its decision to stop supplying Carrefour's European stores due to an impasse in negotiations for a new contract. This move was made public on Monday, further escalating the rift over price increases.

發生了什麼:《華爾街日報》報道說,由於新合同的談判陷入僵局,百事可樂宣佈決定停止向家樂福的歐洲門店供貨。此舉於週一公佈,進一步加劇了價格上漲的分歧。

Carrefour had previously declared it would cease selling PepsiCo products in France, Italy, Spain, and Belgium, citing unacceptable price hikes. According to Bernstein analyst Callum Elliott, PepsiCo's decision to stop supplying Carrefour in these countries accounts for approximately 0.25% of its global revenue.

家樂福此前曾宣佈將停止在法國、意大利、西班牙和比利時銷售百事可樂產品,理由是價格上漲不可接受。根據伯恩斯坦分析師卡勒姆·埃利奧特的說法,百事可樂停止在這些國家供應家樂福的決定約佔其全球收入的0.25%。

A PepsiCo spokesman countered Carrefour's stance on the matter, stating, "Regrettably, Carrefour has mischaracterized the chain of events."

百事可樂發言人反駁了家樂福在此事上的立場,他說:“遺憾的是,家樂福錯誤地描述了一系列事件。”

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The spokesman added, "We hope we can agree on terms soon so our products can be back on their shelves for consumers to enjoy."

發言人補充說:“我們希望我們能儘快就條款達成協議,以便我們的產品可以重新上架,供消費者享用。”

Carrefour responded on Monday, stating, "We, at the Carrefour Group, have taken this decision."

家樂福週一回應說:“我們在家樂福集團已經做出了這個決定。”

Why It Matters: The dispute between PepsiCo and Carrefour is rooted in their negotiations for new pricing agreements, which have been ongoing for several months. The French government has been urging suppliers to reach agreements with retailers for lower prices, given France's double-digit food price inflation in 2022, which reached nearly 16% in March 2023.

爲何重要:百事可樂和家樂福之間的爭議源於他們關於新定價協議的談判,該談判已經持續了幾個月。鑑於法國在2022年的食品價格通脹率爲兩位數,在2023年3月達到近16%,法國政府一直在敦促供應商與零售商達成降低價格的協議。

In August, French finance minister Bruno Le Maire accused Unilever, Nestlé, and PepsiCo of not cooperating with a government-led agreement to freeze or reduce prices on thousands of products. The government subsequently announced plans to force food producers to start annual price negotiations with grocers months earlier than usual, intending to implement price cuts in January.

8月,法國財政部長布魯諾·勒梅爾指責聯合利華、雀巢和百事可樂沒有與政府主導的凍結或降低數千種產品價格的協議合作。政府隨後宣佈了迫使食品生產商比平時提前幾個月開始與雜貨商進行年度價格談判的計劃,打算在1月份實施降價。

Carrefour has been publicly pressuring suppliers to lower prices since last summer, with CEO Alexandre Bompard attributing soaring prices to supplier refusals to renegotiate prices despite falling inflation and government pressure.

自去年夏天以來,家樂福一直在公開向供應商施壓,要求其降低價格,首席執行官亞歷山大·邦帕德將價格飆升歸因於供應商儘管通貨膨脹率下降和政府壓力仍拒絕重新談判價格。

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繼續閱讀:專家稱比特幣ETF可能面臨高達8%的溢價:“這將是一個瘋狂的數字”

Image: Shutterstock by Zety Akhzar

圖片:Zety Akhzar 的 Shutterstock


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