cover of episode Beak Capitalism, Part 1: Chickflation

Beak Capitalism, Part 1: Chickflation

2024/11/15
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Glenn Hickman
领导着亚利桑那州的一家大型鸡蛋农场，多次参与经济播客讨论鸡肉和鸡蛋行业的经济问题。
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Isabella Weber
德国经济学家，支持价格控制政策，曾任马萨诸塞大学阿默斯特分校经济学副教授。
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Justin McElroy
以多个热门播客和电子游戏媒体平台闻名的美国播客主持人和喜剧演员。
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Michael Skipworth
领导 Wingstop Inc 的总裁和 CEO，专注于应对市场波动和公司发展。
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Sam Poser
No specific achievements or career details available for Sam Poser.
Topics
Justin McElroy 认为 Popeyes 鸡肉三明治的成功在于其美味和品质，迎合了消费者对高品质快餐的需求，并指出鸡肉价格相对牛肉较低也是其受欢迎的原因。Michael Skipworth 则从 Wingstop 的角度分析了鸡肉三明治的商业策略，认为推出鸡肉三明治不仅带来了新顾客，还有利于鸡翅供应链的管理。Sam Poser 认为鸡翅价格的波动可以反映疫情后的经济变化，并指出一些公司采取了“价格重于销量”的策略，即使在鸡翅成本下降后也没有降低售价。Isabella Weber 则从宏观经济角度分析了通货膨胀，认为重叠的紧急事件（如疫情、地缘政治紧张、禽流感）导致食品价格上涨，而消费者对必需品的需求弹性较低，即使价格上涨也不会减少购买。Glenn Hickman 作为鸡蛋生产商，解释了鸡蛋价格的形成机制，并指出禽流感和食品杂货行业的集中化对鸡蛋价格的影响。

Deep Dive

Chapters
The chicken sandwich wars and the increasing popularity of chicken products in the U.S. are explored, highlighting the unique position of chicken in the American diet.
  • Chicken sandwich wars led to increased demand for chicken products.
  • Chicken is now the most consumed meat in America.
  • The popularity of chicken continues to grow despite price increases.

Shownotes Transcript

Everybody loves chicken. And, it turns out, that this humble bird can tell us quite a lot about the way the world works. In this three-part series, the Odd Lots team is exploring some of the thorniest issues facing the US economy, through the medium of chicken. In this first episode, we’re looking at chicken from the consumer side. Why do we love it so much? What goes into the price of something like a hot wing or an egg? And what can chicken tell us about the way we think of inflation? We speak with prominent economists, analysts, CEOs, and even a chicken sandwich war correspondent, to discuss. It’s time for Squawk Lots! 

 

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