背景介绍:
美国食品业正面临一场重大变革的潜在趋势。这一趋势源于诺和诺德和礼来推出的新型减肥药,以及沃尔玛公布的与之相关的消费者行为变化。据沃尔玛最新的数据显示,使用减肥药物的人群在食物摄入方面呈现出明显的下降趋势。摩根士坦利指出快餐披萨等高碳水化合物食物以及糖果点心咸味零食、高糖饮料和零食受到减肥药的影响最为显著,这些领域是食品业的重要组成部分。如果消费者的饮食习惯真的因为减肥药而改变,那么它们所受到的影响无疑将是巨大的。
-loss drugs are no match for the might of big food
减肥药难敌食品巨头之威势
The world is as to foods as it is to fuels
全球消费者沉迷致胖食品,一如依赖化石燃料
To get a sense of why about the of -loss on the food be taken with a pinch of salt, sugar, and else you fancy in your bowl, go back 20 years to 2003.
对于担心各种减肥法会影响食品行业的周期性恐慌,得细细咂摸,明辨其味。欲知缘故,让我们回到20年前的2003年。
That was the year when , the of a diet, on a sheet of ice in New York and died. The low-carb king was at the peak of his . One of his books, “Diet ”, even “Harry ”.
那一年,发明了以自己名字命名的流行饮食瘦身法的罗伯特·阿特金斯在纽约一处结冰的路面上滑倒,之后不治身亡。这位低碳饮食之王彼时正值影响力巅峰。他所著的《饮食革命》的销量甚至一度超过《哈利·波特》。
His , not of but of in the finer of life such as steak, bacon, eggs and cream, joy the pits of , and alarm and . Wheat fell. , an Anglo-Dutch food giant, the diet for sales.
他宣扬的信息不是节制饮食,而是纵情享受牛排、熏肉、鸡蛋和奶油等更精良的食物,这给芝加哥的牲畜饲养场带去了喜悦,让面包店和糖果店惶惶不安。小麦价格下跌。英荷食品巨头联合利华把销售萎缩归咎于阿特金斯饮食法。
Yet by late 2003 the craze had gone the way of its , out by a blend of , bad and bad . As one it up: “ is toast.”
然而到2003年末,这股热潮迎来了和其创始人一样的结局,人们受够了这个饮食法带来的无聊乏味、口臭熏天和负面报道,它很快销声匿迹。一家报纸盖棺论定:“阿特金斯完蛋了。”
Every new to avoid. In the 1970s it was ; in the 1980s, salt; in the 1990s, fat; in the 2000s, carbs; in the 2010s and dairy. But this time is , isn’t it?
每个年代都会出现要避免摄入的新东西。上世纪70年代是卡路里,80年代是盐,90年代是脂肪,2000年代是碳水,2010年代是麸质和乳制品。但这次不一样,对吧?
The the food, and are not fad, but , such as , in 2021 as an anti- drug, and and , anti- drugs used off-label for loss.
威胁食品、饮料和餐饮业的最新扫把星不是另一种饮食时尚,而是注射药物,例如2021年获批的减肥药威哥维,以及超出说明书规定用于减肥的抗糖尿病药物诺和泰和蒙扎罗。
, the so- GLP-1 a of and in a way that has a in the food and drink as , are less to cheat.
除了刺激胰岛素分泌外,这些GLP-1药物还能让人产生饱腹感,抑制食欲,这对食品和饮料行业的影响与节制饮食类似,只是这次减肥的人们不大可能作弊。
in Novo and Eli Lilly, which make the drugs, are . Those in the soft- and , less so. In weeks the share of Coca-Cola and , as well as of like and , have .
这些药物的制造商诺和诺德和礼来的投资者喜不自胜。软饮料和零食业的投资者就不那么开心了。最近几周,可口可乐、百事,还有沃尔玛、开市客等零售商的股价大跌。
were swift to link a big sell-off on 6th to by a in who that, to data, those who -loss drugs also less food. It like an echo of the scare from two ago. In all , it is a red .
10月6日股市出现大幅抛售,专家马上把这与沃尔玛的一名高管在美国发布的言论联系起来,他说无记名数据显示消费者在购买减肥药的同时会减少购买食品。听起来很像是二十年前联合利华那声惊呼的回声。但这十有八九是在混淆视听。
The $1trn-plus food , of which have been for , will not sit idly by and let else their fate. On 10th Ramon , ’s boss, was the to play down the , that anti- drugs were on the firm’s radar but were not to any of the long-term its , such as , busy lives and a class.
食品行业的价值超过万亿美元,其中的中坚公司已传承几代人,他们绝不会无所作为,任由他人决定自己的命运。最新出来淡化所受影响的是百事的老板拉蒙·拉瓜尔塔。10月10日,他表示公司正关注减肥药的发展,但预计它们影响不了促进其零食业务发展的任何长期趋势,如城市化、忙碌生活,以及日益壮大的中产阶级。
The firm could, of , “pivot” if , he added. Other -food have noted that such as pack sizes and foods align with GLP-1-style .
当然,必要时公司也可以“转向”,他补充道。其他加工食品公司则指出,更小的单位包装和更健康的食品等趋势已经与GLP-1式饮食习惯相契合。
And big food could use its to raise about the cost and of the new drugs. With such , the world off foods is to be much than its to fuels.
此外,大型食品公司可以利用自身影响力微妙地就新型减肥药物的成本和安全性提出质疑。老牌食品公司如此树大根深,要摆脱致肥食品不比戒掉化石燃料的瘾容易多少。
(红色标注词为重难点词汇)
重难点词汇:
[əˈpɑnəməs] adj. 以某人的名字命名的
swoon [swun] v. 昏倒;激动;狂喜
[ˈpʌndɪt] n. 专家;权威
[ˈstɔːlwərt] adj. 忠诚可靠的;勤奋的;健壮的 n. 坚定分子
[ɪnˈkʌmbənt] adj. 职责所在的 n. 现任者;在任者
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