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美國超級市場關店風--Deepak N
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瀏覽899 ｜回應2｜推薦1 |
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轉載此文是因為它含有幾個有趣的數據：(美國)商家利潤和網上購物兩者的百分比。
What's Really Behind The Wave Of Grocery Store Closures
Deepak N, 11/13/25
From the closure of a beloved local grocery chain in Boston to the loss of Shaw's locations in New England and Piggly Wiggly stores across the South and Midwest, 2025 was a bruising year for America's grocery stores. At the heart of the crisis is a combination of factors that have come to a head: A fragile model that's long operated on wafer-thin margins, now under pressure from inflation, rising costs, and a shift in consumer behavior.
According to a 2023 DoorDash report, grocery chains operate on just a 1-3% margin. For context, liquor stores operate on margins of 15-20%, while most small businesses operate at margins of 7-10%. What this means is that any small increase in costs or slight drop in sales can cause seismic shifts to a grocery business balance sheet.
Not only are American consumers spending less in 2025, they aren't expected to start spending any time soon with inflation rising above 3%, the job market flatlining, and tariff-related price hikes in the offing through mid-2026. On top of this, physical stores are also facing increasing competition from online shopping, with over 60% families with kids saying they shopped for groceries online. While physical stores still dominate in the retail space, two key statistics paint a grim picture for them: One, while online sales grew 15.7% between 2022 and 2024, sales at physical stores only grew 1%; secondly, the convenience of shopping online cuts across age groups, with research showing 45% people between 58 and 76 years of age are comfortable shopping online.
In the wake of these factors, grocery stores are having to take some hard calls as they reorganize their businesses to remain profitable. But, it's not just independent grocers that are being impacted.
Competition with large retail chains is a factor that impacts grocers big and small
Other reports show that competition with large chains is a big challenge for grocery stores as well. This doesn't just impact small mom-and-pop shops, either. With both Iowa and Nebraska reporting sharp drops in independent grocery stores ranging from 15-30% in the last decade, it's clear that they have been suffering. But, considering the many Kroger and Kroger-owned brand locations that closed nationwide following its merger with Albertsons, the closures have been led by grocery giants too.
As two of the biggest chains in America, Kroger and Albertsons have around 5,000 stores between them. The two giants were locked in protracted talks over a merger that, in theory, would've helped them take on even bigger retail chains — the Walmarts, Costcos and Aldis of the world. But the deal fell through after the courts blocked the move on grounds that the reduced competition would not be in the best interests of American consumers. Following the ruling, Kroger announced that they would be closing down 60 underperforming Kroger and Kroger-owned stores in 2025 and 2026.
Meanwhile, Albertsons was forced to close down a dozen Safeway locations, leading to more than 600 jobs potentially affected in the state of Colorado alone. The fallout didn't end there, with other Kroger-owned brands such as Pick 'n Save facing repercussions as well. As if this wasn't enough, Albertsons and Kroger now find themselves locked in a legal battle of their own. Albertsons sued Kroger for not doing enough to get regulatory approval, which Kroger filed a countersuit against. The legal bills only continue to mount.
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Read the original article on Tasting Table.
本文於 修改第 2 次
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一週內無和議美經濟有大麻煩 - Jennifer Sor
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記上一筆，七日後證之。
Economist Mark Zandi says Trump has a week to strike Iran deal before US faces a 'real problem'
Jennifer Sor, 06/01/26
* Mark Zandi thinks Trump has about a week to strike an Iran deal before the US has bigger problems.
* Absent a peace deal, oil prices could soar again, triggering a US recession, he said.
* Other forecasters have warned that it won't be long before economic damage from the war is more visible.
The halting peace negotiations between the US and Iran need to result in a deal soon if the US is going to avoid deeper economic pain.
That's according to Moody's top economist Mark Zandi, who said Donald Trump has about a week to secure a peace deal before the effects of the war make it more likely that the economy will fall into a recession.
According to reports on Monday, Iran has said that it will cease negotiations and block the Strait of Hormuz until key demands are met. That's bad news for Trump, who has teased a deal for weeks with nothing concrete to show for it. Oil spiked on Monday morning, with Brent and US crude prices rising by about 7%.
Zandi said at the end of last week that the ongoing surge in oil prices will have a more meaningful impact on consumers and the economy if they do not come back down in the next week.
The spike in crude has already pushed the US to the precipice of a recession — and the hope is that a peace deal could cool oil prices enough to take the US from the critical threshold that could spark a downturn, Zandi said, speaking to Bloomberg on Friday.
"It's gotta happen here very quickly, in the next day, two days, three days, next week or so," he said on a potential peace deal with Iran. "Beyond that, I think we've got a real problem."
Zandi pointed to America's dwindling stockpiles of oil, with the nation's Strategic Petroleum Reserve recently falling to 365 million barrels, the lowest stocks have been in about two years, according to the Energy Information Administration.
Absent a deal with Iran, gas prices could soon rise to over $5 a barrel, a key psychological threshold for consumers that could trigger a spending pullback and an economic downturn, Zandi said.
Crude prices rising over $125 a barrel would also be another critical marker that could suggest a recession is coming for the US economy, he suggested.
Meanwhile, the national average price for a gallon of regular gas clocked in $4.32 on Monday.
"We would get to that $5 a gallon," Zandi said. "That would be, I think, enough to push the already tenuous economy into a recession."
HFI Research, an energy research firm that recently called a "point of no return" in oil markets, also suggested that Trump had a matter of days to avoid severe economic damage.
"Within hours, within days, Trump's options and time are running out," the firm wrote in a Substack post on Sunday. "By the end of June, if the Strait of Hormuz is still closed, global oil inventory operational minimum is guaranteed."
The Treasury-implied probability that the US tips into a recession within the next 12 months clocked at about 17% as of the end of April, according to an analysis from the New York Fed.
If you enjoyed this story, be sure to follow Business Insider on Yahoo.
本文於 修改第 2 次
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美國職場當下情況及真正危機 - Shira Ovide//Rachel Lerman
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What layoffs hide about the real problem with the job market
Shira Ovide//Rachel Lerman, The Washington Post, 05/21/26
Jobs can feel precarious right now as well-known companies keep slashing workers.
The latest is Meta, which promised it would cut jobs this month and on Wednesday sent layoff notices to about 10 percent of its staff, nearly 8,000 people, according to news reports.
Like some other technology companies, Meta has attributed the layoffs partly to the effects of artificial intelligence. They follow job cuts from Amazon, Wall Street banks, Oracle, Nike and UPS. Meta didn’t respond to a request for comment about the layoffs. (Jeff Bezos, Amazon’s executive chairman, owns The Washington Post.)
But headline-grabbing layoffs and corporate justifications can give a misleading impression about what ails America’s job market and AI’s role in that. It could lead people to misjudge their career prospects or financial risks.
The numbers show that layoffs in the U.S. are roughly at or below levels from before the pandemic, although they are higher than in 2022 when businesses snapped up workers as the economy roared back to life.
In the three months ended in March, an average of 1.75 million Americans were laid off each month, according to calculations of Bureau of Labor Statistics data. The average in March 2019 was 1.72 million.
A different measure that accounts for the growing U.S. workforce shows that layoffs affected about 1.2 percent of employed people in March, a number that has been steady for years outside of the pandemic.
That doesn’t make getting laid off any less stressful. There’s so little hiring that the 3 million Americans who voluntarily quit their jobs each month, people entering the workforce or those who are laid off face longer odds than they did a few years ago.
“Layoffs, broadly considered, are not a problem at all,” said Guy Berger, a senior fellow at the Burning Glass Institute, a nonprofit research organization focused on the labor market. “Hiring being weak, that’s the biggest problem.”
Americans’ views of the economy and their own job prospects risk being distorted by too much focus on the relatively small number of layoffs, economists and other experts say. People fearful of job cuts may pull back their spending or delay potentially fruitful transitions like moving to a place with more career opportunities.
In the technology industry, where Meta and other companies are regularly announcing job cuts, the layoff picture is complex.
There has been a marked increase in layoffs in recent months in what the Labor Department calls the information industry, which includes employment of software developers and other tech workers.
But Matthew Martin, senior U.S. economist at the research and consulting firm Oxford Economics, noted that hiring has also increased in that category, which includes media and entertainment. The combination of hiring minus layoffs in the information industry is effectively a wash, Martin said.
Layoffs at Big Tech companies like Meta and other high-profile employers don’t necessarily reflect what is happening in the country, Martin said, and draw far more attention than what may be slow and steady workforce growth. “There’s a lot more headlines about job cuts than there are [about] expansion plans by businesses,” he said.
In his view, technology companies may be pushing out some workers and replacing them with people who have different skills as they respond to the demands of AI.
It’s true that businesses in some industries are devoting enormous sums of money and attention to AI. It’s changing how some people work and a minority of American businesses are rolling out AI tools.
But it’s also become a trend for bosses to blame layoffs on the productive capabilities of AI and its ability to replace workers, even when job cuts may have little to do with the technology. Sam Altman, CEO of ChatGPT-maker OpenAI, has taken note of the pattern that he and others call “AI washing,” essentially a high-tech form of whitewashing. (The Post has a content partnership with OpenAI.)
“You know something is happening all the time when they have a word for it,” said Gautam Mukunda, who teaches leadership at the Yale School of Management.
Mukunda and other observers note that AI could be used by CEOs as a shareholder-friendly excuse for layoffs triggered by other factors, including overhiring by the tech industry during the pandemic.
Other high-profile companies, including Meta and Uber, have effectively said they’re spending so much money on AI that they need to cut back elsewhere, including by slashing staff or reducing planned hiring.
AI-related employment changes are tiny so far, said Nathan Goldschlag, director of research at the Economic Innovation Group, a Washington think tank. He pointed to a recently published analysis of Census Bureau surveys, which found more than 95 percent of businesses that use AI said it hasn’t changed their staff sizes - and AI-related employment increases were more common than decreases.
What economists call a “low-hire, low-fire” job market is rough for job seekers, acknowledged Jerome H. Powell, who is set to depart as chair of the Federal Reserve.
“The labor market is in balance,” Powell said at a news conference last month. “But it’s an unusual and uncomfortable kind of a balance where people who don’t have jobs will have a hard time breaking in.”
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