Of course, when I grow up, this rumor will be shattered, but now, KFC really wants to make the world have eight wings and six legs of chickens, at least it won't be "no chickens to do". On September 26th, "American KFC has no chicken to do" rushed to Weibo for hot search. Because of the shortage of boneless chicken, KFC decided to temporarily cancel the advertisement of bread chicken fillet.
Not only KFC, but also Wingstop, a well-known American fast food brand, recently announced that it had to develop new products to replace chicken wings because of the shortage of chicken wings. In September, McDonald's in some areas announced that it would suspend the supply of crispy chicken wings; The owner of a fast food restaurant in Chicago said that two-thirds of the ingredients on the food list were in short supply.
Three years ago, KFC was forced to temporarily close hundreds of stores in Britain and Ireland because it failed to reach a cooperation with new distributors and chicken could not be supplied. Now the supply problem is more prominent. The latest data shows that the supply of poultry in the United States in August decreased by 20% compared with the same period last year.
Without a happy chicken with a fat house, KFC is "a clever woman can't cook without rice". In this dilemma, KFC is far from alone.
After World War II, KFC gradually emerged in the American fast food market, and this fried chicken brand took root in every corner of the world. No matter where you are, eating chicken is the mainstream at the table. It is reported that when Colonel Sanders founded KFC, he should ensure that every chicken as raw material is fat, and it is best to make chicken fat stick to his fingers.
One of KFC's star products, "Finger Sucking Original Chicken", is largely the father's greatest expectation for diners to eat chicken. Even the classic advertising slogan "suck your fingers and taste for free" was used for 64 years, and it was not until August 2020 that it was stopped because of personal hygiene prevention and control during the epidemic.
From 1952 to now, KFC has undoubtedly spent more than 60 years to achieve the ultimate in chicken eating business. The business of eating chicken is obviously not very good now. The most obvious thing is that KFC is "saving the country by curve", and a wide range of new products are gradually drowning this fried chicken brand in the torrent of consumption.
According to incomplete statistics, KFC will launch 40 to 50 new products a year. Only a year ago, KFC launched 20 kinds of staple food, 28 kinds of snacks and 7 kinds of drinks. However, the new products introduced in recent years are more and more out of the category of previous menus. Simply put, fried chicken products appear less and less in KFC's new products, and desserts, drinks, vegetarian or fast-cooked products are all in it.
For example, in the first half of 200212002, KFC launched new products such as spicy pot burger, crayfish burger, mango ice cream, cherry macchiato, white peach sherbet, juicy beef burger, and love chicken nuggets. Last year, I followed the trend and sold snail powder. Except for a chicken nugget related to chicken, other products are basically irrelevant, and even hamburgers have become varied.
It seems that KFC doesn't want to continue its chicken business. On June 5438+ 10 last year, KFC officially announced the launch of a series of plant meat, including plant meat hamburgers and plant meat golden chicken nuggets. What makes people laugh and cry is that this classic fried chicken brand has also begun to take the "black technology route", not only pursuing its hot plant meat, but also cooperating with a Russian 3D bio-printing company to develop 3D printed chicken in 2020.
Various signs have exposed KFC's raw material dilemma. Of course, KFC is not the only one. At present, the chicken products in the fast food market are obviously reduced. Taking Hamburg as an example, Box Horse has previously launched a vegetable burger, and the price of a single one is almost that of 60 yuan; McDonald's has launched McVegan vegetarian burgers in all its stores in Finland and Sweden, and meatless burgers in Germany. In Britain, KFC has been developing vegetarian fried chicken and vegetarian chicken burger; Burger King also reached a cooperation with artificial meat company.
The meatless burger introduced by McDonald's in Germany is an incredible burger of Nestle's garden food.
This product trend directly stimulated the overseas artificial meat market. According to the prediction of Marketsand Markets, an American market research and consulting company, the global vegetable and meat market is 2 billion1210 billion dollars, and it is expected to grow at a compound growth rate of 15% every year, and will reach 27.9 billion dollars in 2025. The gross profit margin of Beyond Meat, the first stock of American artificial meat, is as high as 30.2%.
Why is there no chicken to fry in KFC? The most common explanation of various news reports is that the epidemic has affected the market supply chain, but in fact, in addition, the chicken supply in many countries has been in crisis as early as several years ago. As far as the United States, which was seriously affected by hot search, was concerned, in 20 16, Washington post broke the news that Tyson Food Company, the largest meat supplier in the United States, was suspected of manipulating the price of American chicken in conjunction with other companies.
There has always been a strict "chicken index" in the American consumer market, but since 20 15, the chicken index in Georgia Dock has obviously deviated. When all other indexes are reduced from 20 14 1.2 USD/lb to 0.7 USD/lb, only Georgia Wharf is still at 1.655.
It is reported that the changes of other indicators come from the consumer's terminal price, and only the price of Georgia Wharf comes from the prices provided by several chicken suppliers. When the price of Georgia Wharf is significantly higher than other price indexes, it means that the price of chicken suppliers including Tai Sen Food is significantly higher than the market price.
According to public information, Tai Sen food accounts for about 20% of the US meat market. Specifically, about 265,438+0% of chickens consumed by American consumers are raised by Tai Sen food. The deterrence of the giants and the double oppression of the supply chain have made the freedom of the poor American chicken worse.
Chickens are the most abundant birds on the earth. Bai Yueguang, who has been eating delicious food since Rome, and even Stephen Chow have a soft spot for chicken wings in movies. According to FAO statistics, more than 66 billion chickens are eaten every year in the world. According to Xiang's logic, these chickens can circle 500 times.
According to historical records, chickens first appeared in human society mainly for viewing. Feathers and cockscomb are more valuable than chickens. In the Victorian era, the hen with strong ingredients replaced the aggressive and beautiful rooster and became the new top stream of the "chicken house". It is reported that Queen Victoria's love for chickens triggered the so-called "hen fever".
According to some records, the price of two hens was as high as 700 dollars in the upper class at that time, and it is sky-high even now. Raising chickens even became a means of getting rich in Victorian era, and it was not until 1855 that the chicken bubble burst. After 1950, with the progress of breeding technology, the era of large-scale commercial chicken raising came.
The United States ranks first in broiler production in the world, followed by Brazil and China. Fast-food diet leads Americans to have a great love for chickens. According to public data, the annual slaughter of broilers in the United States has increased from 1954 to 20 12/05 billion, and the proportion of large-scale farms with more than 100 has increased from 28.5% in 1959 to 20 12.
At the same time, the annual per capita consumption of broilers in the United States reached an astonishing 47 kg, while that in Brazil was 5.7 kg. Because meat resources are abundant, broilers from domestic farms are slightly tasteless, weighing only 5.7 kg. The number of broilers in China has increased from 198 1 year to 2065438.
The rapid growth of domestic broiler market is largely due to the rapid growth of fast food brands such as KFC and McDonald's. According to statistics, in 2020, the number of stores of Yum! The parent company of KFC has 10506 stores in China, 3,787 stores in McDonald's and 2,760 stores in Dicos. Wallace even surpassed KFC and McDonald's combined.
Other chicken brands can also be seen everywhere. The number of Yang Mingyu braised chicken rice stores in China has exceeded 6,000. At present, Zheng Xin chicken chops have exceeded 20,000 stores nationwide; The brand that focuses on fried chicken "ordered a fried chicken" and "ordered a fried chicken" has also achieved the scale of thousands of stores and so on.
There is no chicken to fry in KFC in the United States, overlooking every corner of the world, and the chicken-eating war is also on the verge. There is no shortage of chickens in China, but the increase in breeding and transportation costs during the epidemic period can not be ignored. Since 2020, the price of chicken has been rising. Zhuo Chuang information data shows that in June last year +065438+ 10, the average price of white feather broilers rose by 0.49 yuan/kg a week, and the average purchase price of broilers in major producing areas in China was 3.66 yuan/kg, up 15.46% from the previous month.
Fortunately, however, this phenomenon did not last long. Since 202 1, the domestic chicken market has obviously improved. Foreign countries are not so lucky. In addition to the tight supply of local chicken, in recent years, the export competition of chicken in various countries has reached a white-hot level.
China mainly imports chicken, and China's huge consumption market was once contested by other big broiler breeding countries. Statistics show that China imported 400,000 to 500,000 tons of chicken in the past five years, accounting for 4% to 8% of domestic chicken production. After the share of chicken in the United States has shrunk, Brazil has gradually replaced the United States as the largest source of imported chicken in China.
However, the Consulting Research Report on Market Competition Pattern and Investment Strategy of China Chicken Industry from 2065438+07 to 2023 shows that the share of chicken imported by China from other countries has increased in recent years, except Brazil, such as Thailand, Argentina, Chile and Poland. Earlier, China and Ukraine reached a chicken trade.
Meanwhile, five Belarusian poultry products processing plants have been opened to supply poultry products to China. According to the data of the Belarusian Ministry of Agriculture and Food, the annual export volume of chicken to China may be between 500 million and 654.38+10,000 tons. The chicken-eating war never stopped, but predictably, the United States was the first to fail.
America is keen on eating meat, not just chicken. As the country with the highest obesity rate in the world, the annual per capita meat consumption in the United States exceeds 100 kg. It's just that the happiness of eating delicious food in the United States has been much less in the past two years. Losing the fat house and happy chicken is not the point. The key is that the food supply in the whole United States has shrunk dramatically.
According to Euromonitor Information Consulting, in April 2020, the poultry shortage rate reported by American retailers was 15.8%. According to data from the US Department of Agriculture, compared with the same period last year, the number of cattle, pigs and sheep slaughtered for meat processing in the past week decreased by at least 25.6%, equivalent to about 767,000 heads.
In March-April last year, the national storage of frozen pork was 286,543.8 billion kilograms, a decrease of 4% in one month. USA-Today published a report saying that over 150 largest slaughterhouses in the United States have the highest infection rate. In April, 2020, many large slaughterhouses and meat processing plants in North America were forced to stop working, resulting in a decrease of about 65,438+00% in pork production and 24% in beef production.
American families can hardly afford to eat meat, and insufficient supply has led to an increase in meat prices. Since April, the wholesale price of beef in the United States has increased by about 25%, and the wholesale price of pork has also increased by about 15%. Since 2020, prices in the United States have been soaring, and food prices in the United States rose by 0.4% in May.
202 1, this situation has not improved, but has become more serious. A study abroad platform even released a "Study Report on the Living Cost of International Students in the United States". In June 20021year, the consumer price index in the United States rose by 5.4% year-on-year, the biggest increase since August 2008, in which the food price rose by 2.4% year-on-year.
From June to July this year, the overall CPI of food rose by 0.7%. Compared with July 2020, the overall price of food rose by 3.4%. Compared with last year, it can be said that the prices of all retail foods in the United States are rising. The biggest increase this year is not meat, but fruit. It is reported that the price of fresh fruit in the United States has increased by 4.9% so far.
The average prices of household foods such as eggs, milk and snacks have increased by 1.9%, the prices of fish and seafood products will increase by 3.0% to 4.0% throughout the year, and the CPI of all foods will increase by 2.4% on average. According to the forecast, in 20021year, the price of household food is expected to rise by 2.5% to 3.5%, and the price of take-away food is expected to rise by 3.5% to 4.5%.
When KFC was found to have no chicken to fry, there was a news report that there was a "crab meat shortage" in the United States. In September, the price of crab meat rose to $ 50-60 per pound, and the price of e-commerce platform even reached 1, 2 1, which was much higher than the average price range of 19-30 in the past five years and soared by about 590%, so that many restaurants directly removed crab meat meals.
In addition, bubble tea has no pearls, and the shortage of bacon, toast and coconut water makes American foodies cry. The price of coffee has risen by 50% in a row, setting a five-year record. However, the tragedy will not come as fast as the tide, and it will fade as fast. Prices in America seem to have been high for two years. Sadly, according to many forecasts, food prices will rise in 2022.
According to statistics, in 2022, American household food prices are expected to rise by 1.5% to 2.5%, and take-away food prices are expected to rise by 3.0% to 4.0%. In this way, just losing the fried chicken is not a big deal.