作者:John Boudreau 和 Haslinda Amin 据亚太区总裁Jacco van der Linden称,由伊朗战争引发的燃料成本上涨正在推高喜力亚洲公司的酿酒成本。
By John Boudreau and Haslinda Amin Rising fuel costs triggered by the Iran war are pushing up Heineken NV’s brewing costs in Asia, according to Asia-Pacific President Jacco van der Linden.
他在周一接受彭博电视采访时表示:“我们在投入成本中看到了这一点,主要是在亚洲。在亚洲,我们更依赖来自中东的石油,且储备相对较少。”
“We see that coming through in our input costs, predominantly in Asia,” he said in an interview with Bloomberg TV on Monday. “In Asia, we’re more dependent on oil coming from the Middle East and the reserves are somewhat smaller.” The Dutch brewer is passing on around 70% to 80% of inflation to consumers while relying on more efficient productivity to absorb the rest, Van der Linden said.
Van der Linden表示,这家荷兰酿酒商将约70%至80%的通胀成本转嫁给消费者,其余部分则依靠更高效的生产力来吸收。
“We see that coming through in our input costs, predominantly in Asia,” he said in an interview with Bloomberg TV on Monday. “In Asia, we’re more dependent on oil coming from the Middle East and the reserves are somewhat smaller.” The Dutch brewer is passing on around 70% to 80% of inflation to consumers while relying on more efficient productivity to absorb the rest, Van der Linden said.
他说:“投入成本在上升,因此生产力——以及收入管理——对我们变得越来越重要。”
“Input costs are rising, and therefore productivity — but also revenue management — are becoming more and more important to us,” he said.
随着全球酿酒商面临消费者饮酒量减少、口味转变(包括转向更健康饮料)的挑战,成本上升随之而来。
The higher costs come as brewers globally grapple with consumers who are drinking less and whose tastes are shifting, including to healthier beverages. Heineken has lagged rivals AB InBev and Carlsberg A/S in turning business around after a post-Covid slump. Incoming Chief Executive Officer Rafael Oliveira, the first outsider to lead Heineken, will inherit sluggish sales in Europe and the US when he takes the reins in October.
在后疫情低迷期后,喜力在扭转业务方面落后于竞争对手百威英博和嘉士伯。
The higher costs come as brewers globally grapple with consumers who are drinking less and whose tastes are shifting, including to healthier beverages. Heineken has lagged rivals AB InBev and Carlsberg A/S in turning business around after a post-Covid slump. Incoming Chief Executive Officer Rafael Oliveira, the first outsider to lead Heineken, will inherit sluggish sales in Europe and the US when he takes the reins in October.
即将上任的首席执行官Rafael Oliveira是首位领导喜力的外部人士,他将在10月接任时面临欧洲和美国疲软的销售局面。这使得新兴市场的增长变得愈发重要。
The higher costs come as brewers globally grapple with consumers who are drinking less and whose tastes are shifting, including to healthier beverages. Heineken has lagged rivals AB InBev and Carlsberg A/S in turning business around after a post-Covid slump. Incoming Chief Executive Officer Rafael Oliveira, the first outsider to lead Heineken, will inherit sluggish sales in Europe and the US when he takes the reins in October.
喜力正在利用亚洲、非洲和其他发展中经济体不断增长的需求,以抵消欧洲和美洲的疲软。
That makes growth in emerging markets increasingly important. Heineken is tapping rising demand in Asia, Africa and other developing economies to offset weakness in Europe and the Americas. Volumes jumped 13% in Asia-Pacific and 3.5% in Africa and the Middle East in the second quarter, while falling 4.1% in the Americas.
第二季度,亚太地区销量跃升13%,非洲和中东地区增长3.5%,而美洲地区下降4.1%。
That makes growth in emerging markets increasingly important. Heineken is tapping rising demand in Asia, Africa and other developing economies to offset weakness in Europe and the Americas. Volumes jumped 13% in Asia-Pacific and 3.5% in Africa and the Middle East in the second quarter, while falling 4.1% in the Americas.
据彭博情报分析师Ignacio Canals Polo称,喜力需要持续投资亚洲、非洲和拉丁美洲,并推动更多高端产品,以应对成熟市场疲软的销售。
Heineken needs to keep investing in Asia, Africa and Latin America and pushing more premium products to counter weaker sales in its mature markets, according to Bloomberg Intelligence analyst Ignacio Canals Polo. Vietnam and Mexico “show how the strategy can work,” he wrote in a Sept. 10 research note.
他在9月10日的研报中写道,越南和墨西哥“展示了该策略如何奏效”。
Heineken needs to keep investing in Asia, Africa and Latin America and pushing more premium products to counter weaker sales in its mature markets, according to Bloomberg Intelligence analyst Ignacio Canals Polo. Vietnam and Mexico “show how the strategy can work,” he wrote in a Sept. 10 research note.
Van der Linden表示,公司正专注于关键增长市场——特别是亚洲市场,如越南、印度和中国,这些市场的消费者偏好清淡啤酒。
The company is focusing on key growth markets — particularly those in Asia, such as Vietnam, India and China, where consumers prefer lighter beers — Van der Linden said.