7月份， 星巴克 宣布在饮品中添加蛋白质冷泡沫成分； 图源： Smith Collection/Gado/Getty Images 导语：曾帮助 墨西哥烧烤品牌 奇波雷复苏的尼科尔如何帮助 星巴克扭转业绩呢？往咖啡里加蛋白质。 星巴克的转型正取得进展，而 "蛋白质"在其中发挥了重要作用。 这家咖啡连锁企业表示，其 第四季度全球同店销售额增长了 1%。这是星巴克七个季度以来，首次报告同店销售额上涨，不过其美国市场的同店 销售额持平。 星巴克首席执行官布莱恩 ·尼科尔在公司财报电话会议上指出，新款高蛋白饮品是销售额增长的推动力之一。星巴克已于9月底推出了蛋白质冷泡 奶盖和蛋白质拿铁。此前，该公司曾表示计划在2025年底前推出蛋白质冷泡奶盖，以借助高蛋白饮食热潮的东风。 尼科尔称，目前星巴克 90%的饮品都可由顾客选择添加蛋白质。他表示，这些新品的初期市场反馈十分积极。 "这让我们有信心，星巴克的转型确实已翻开了新的篇章。"尼科尔说。 #消费 #大健康 #新茶饮 #星巴克 含蛋白质的饮品还吸引了部分星巴克会员奖励计划的用户，促使他们更频繁地到店消费。 "我们发现，低频消费的会员顾客到店频次有所增加。"尼科尔说道。 ...

Core Viewpoint - The article discusses the rising prices of beef in the United States, attributing it to various factors including low cattle inventory, drought conditions, and market concentration among major meat processors [3][4][5][6]. Group 1: Price Trends - As of August 2023, ground beef prices have surpassed $6 per pound, while steak prices have exceeded $12 per pound, translating to nearly 200 RMB per kilogram [4]. - Since 2020, beef prices in the U.S. have increased by over 50%, significantly outpacing the price changes of other food items [4]. Group 2: Supply Constraints - The U.S. cattle inventory is at its lowest level in 75 years, with approximately 94 million head of cattle [4]. - The number of cattle slaughtered this summer has reached a ten-year low, contributing to the supply shortage [4]. Group 3: Drought Impact - A severe drought affected 60% of cattle in major cattle states, leading ranchers to incur high costs for feed and water, resulting in early slaughter of livestock [5]. - The drought conditions have made it increasingly difficult for ranchers to maintain and expand their herds, leading to a cautious approach towards investment in cattle [5]. Group 4: Market Dynamics - The beef industry is characterized as cyclical, with ranchers hesitant to expand herds despite high prices due to high interest rates and the long breeding cycle of cattle [5][6]. - Major meat processors like Tyson and JBS control about 80% of the U.S. beef market, which has led to complaints about price manipulation and reduced profits for ranchers [6]. Group 5: Import Dynamics - The U.S. imports approximately 4 billion pounds of beef annually, accounting for about 13% of the total market, with Brazil being the largest source [7]. - Recent tariffs imposed on Brazilian beef have complicated the import situation, potentially leading to a halt in imports from Brazil [7][8]. Group 6: Consumer Demand - The retail beef demand index reached 99.31, the highest in 37 years, indicating strong consumer interest despite rising prices [9]. - Social media trends and a focus on quality have driven demand for premium beef products, with high-protein diets becoming increasingly popular among consumers [9][10].