U.S. coffee roasters weigh price increases, cite shipping inflation

美国咖啡烘焙商以航运通胀为由权衡涨价

2021/03/03 14:00  路透社
By Nivedita Balu and Marcelo Teixeira
March 3 (Reuters) - Coffee processors in the United States, the world's largest consumer of the beverage, are reporting significant cost increases in their operations, mostly related to transportation, and expect to raise retail prices soon.
Mid-sized and smaller roasters, particularly specialty coffee companies, have been hit hardest, company executives said, but even larger companies such as Peet's and JM Smucker Co say they are coping with higher costs.
Other U.S. business sectors also face shipping inflation. Market intelligence provider S&P Global Platts reported that freight may have added nearly $10 billion to corporate costs on U.S. inbound routes in the fourth quarter of 2020, a bill that could grow.
Last week, transportation backlogs helped push coffee prices to their highest in more than a year.
"We're currently signing contracts for delivery in the summer and fall, and those prices have gone up quite a bit, about 15% increases on everything," said Oliver Stormshak, chief executive at Olympia Coffee Roasting, based in Olympia, Washington.
"I'm trying to decide right now whether we eat the costs or restructure our pricing and raise it", he added.
Coffee executives said higher demand for shipping services as more consumers shop online and extra safety procedures during the pandemic are increasing costs in the United States.
"There are supply constraints, not because of production, but simply hurdles brought upon us by COVID-19 and safety guidelines. It is a systemic issue," said Jorge Cuevas, an executive at Sustainable Harvest Coffee Importers in Portland, Oregon.
"It is now more expensive than in the last five to 10 years to bring coffee to the consumer," Cuevas said.
Coffee companies also said costs on transoceanic shipping are rising due to imbalances in the flow of containers caused by the pandemic. On some routes, demand for containers is increasing, while others are less-traveled, causing an uneven flow and raising costs.
"The container cost is a major issue in the coffee market," said Rabobank's analyst Carlos Mera, adding that routes from Southeast Asia to Europe and the United States are seeing higher prices due to container shortages. "Even if you are willing to pay, you may not find availability."
Commodities including coffee, cocoa, cotton and refined sugar are usually transported in containers, while others such as soybeans, corn and raw sugar use bulk carriers.
Roasters reported delays for receiving coffees from Africa and some South American nations.
Lee Harrison, a senior director at New York-based Joe Coffee Company, said one coffee cargo from Burundi scheduled to arrive at the beginning of the year has been pushed back to March. He said he would likely substitute that origin.
JM Smucker, owner of brands such as Folgers and Dunkin, said in a statement: "Like others in the industry, we have experienced some recent coffee supply chain challenges."
Smucker added: "While we regularly evaluate costs to determine appropriate actions, we do not have any imminent planning to share at this time."
Large coffee companies boosted stocks last year as a precaution during the pandemic.
"We are not worried about supplies, as we have good inventory positions," said Eric Lauterbach, president & chief operating officer at Peet's, who said the company had encountered shipping issues in the United States and Asia.
Starbucks , the largest U.S. coffee retailer, did not respond to a request for comment.

(Reporting by Nivedita Balu and Marcelo Teixeira; additional
reporting by Praveen Paramasivam and Lisa Baertlein; Editing by
David Gregorio)
((marcelo.teixeira@tr.com; +1 332 220 8062; Reuters Messaging:
marcelo.teixeira.thomsonreuters.com@reuters.net - )
作者:Nivedita Balu和Marcelo Teixeira
路透3月3日-全球最大的咖啡消费国--美国的咖啡加工商报告称,其运营成本大幅增加,多数与运输相关,预计很快将上调零售价格。
公司高管表示,中型和较小的烘焙商,特别是专业咖啡公司受到的打击最大,但即使是皮特(Peet‘s)和JM Smacker Co等较大的公司也表示,他们正在应对成本上升的问题。
美国其他商业部门也面临航运通胀。市场情报提供商标普全球普氏(S&P Global Platts)报告称,2020年第四季度,运费可能使美国入境航线的企业成本增加了近100亿美元,这一费用可能会增加。
上周,运输积压推动咖啡价格升至一年多来的最高水平。
总部位于华盛顿州奥林匹亚的奥林匹亚咖啡烘焙公司的首席执行官奥利弗·斯托姆沙克(Oliver Stormshak)说:“我们目前正在签订夏季和秋季交货的合同,价格已经上涨了相当多,每样东西都上涨了约15%。”
他补充说:“我现在正在努力决定是消化成本,还是调整定价并提高价格。”
咖啡高管表示,随着越来越多的消费者在网上购物,以及疫情期间额外的安全程序,对运输服务的更高需求正在增加美国的成本。
俄勒冈州波特兰可持续收获咖啡进口商的高管豪尔赫·奎瓦斯(Jorge Cuevas)表示:“供应受到限制,不是因为产量,而只是新冠肺炎和安全准则给我们带来的障碍。这是一个系统性问题。”
Cuevas说:“现在给消费者送咖啡的成本比过去五到十年都要高。”
咖啡公司还表示,由于疫情造成的集装箱流动不平衡,跨洋运输的成本正在上升。在一些航线上,对集装箱的需求正在增加,而另一些航线的客流量较少,导致流量不均匀,提高了成本。
荷兰合作银行(Rabobank)分析师卡洛斯·梅拉(Carlos Mera)表示:“集装箱成本是咖啡市场的一个主要问题。”他补充说,由于集装箱短缺,从东南亚到欧洲和美国的航线价格正在上涨。即使你愿意付钱,你也可能找不到房源。
包括咖啡、可可、棉花和精制糖在内的大宗商品通常用集装箱运输,而大豆、玉米和原糖等其他商品则使用散装货船。
烘焙师报告说,收到来自非洲和一些南美国家的咖啡出现了延误。
总部位于纽约的乔咖啡公司(Joe Coffee Company)高级董事李·哈里森(Lee Harrison)表示,一批来自布隆迪的咖啡货物原定于今年年初运抵,但已被推迟到3月份。他说,他很可能会用这个原产地来代替。
福尔杰斯(Folgers)和邓肯(Dunkin)等品牌的所有者JM·斯莫克(JM Smacker)在一份声明中表示:“与业内其他公司一样,我们最近经历了一些咖啡供应链挑战。”
斯莫克补充说:“虽然我们定期评估成本以确定适当的行动,但目前我们没有任何迫在眉睫的计划要分担。”
大型咖啡公司去年增加了库存,作为大流行期间的预防措施。
Peet‘s总裁兼首席运营官Eric Lauterbach表示,“我们不担心供应问题,因为我们有良好的库存状况.”他表示,该公司在美国和亚洲遇到了船运问题.
美国最大的咖啡零售商星巴克没有回复记者的置评请求。

(Nivedita Balu和Marcelo Teixeira报道;补充
Praveen Paramasivam和Lisa Baertlein报道;编辑者
David Gregorio)
(marcelo.teixeira@tr.com;+1 332 220 8062;路透社消息:
Marcelo.teixeira.thomsonreuters.com@reuters.net-)

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