沃尔玛正在降低超过 11,000 种商品的价格。
Walmart is lowering prices on more than 11,000 products.
沃尔玛是个大公司。对于零售行业来说，这是一个很好的起点，尤其是当我们谈论食品和杂货时，因为他们最近说：“看，为了应对我们看到的沃尔玛六年来最疲软的销售数据，他们正在削减 11,000 种商品的价格，这是他们通常做的数量的两倍。
成本最低的零售商正在以通常两倍的数量降低成本。”这告诉你关于这种通胀情景的一切。想想这意味着什么。美国最大的零售商并没有表现得好像它可以自由地将每一笔额外成本转嫁给客户。它正在积极投资于降价以保护销量并从那些无法跟进的人手中夺取市场份额。
And Walmart's a big one. A good place to start for the retail sector, especially we're talking about food and groceries, because they recently said, "Look, in response to the weakest sales figures we've seen in six years out of Walmart, they're cutting the prices on 11,000 items, which is double the number that they normally do. The lowest cost retailer is lowering costs on double the number of stuff that it normally does." That tells you everything you know about this inflationary scenario. I mean, just think about what that means. The largest retailer in the US is not behaving as if it can freely pass every additional cost on to its customers. It is investing aggressively in lowering prices to protect sales volume and to gain market share from those who can't follow along.