<p><img src="https://imageproxy.pbkrs.com/https://assets.zerohedge.com/s3fs-public/inline-images/2026-02-03_10-08-04.png/query-aXRvaz1SY1hlaDVwNw?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://assets.zerohedge.com/s3fs-public/inline-images/2026-02-03_10-08-04.png/query-aXRvaz1SY1hlaDVwNw"/></p>
<p>鳄梨酱、鸡翅、比萨、薯片和啤酒主导了典型的超级碗菜单，因为这个周末成为全球食品消费最高的体育赛事之一。</p>
<p>我们有好消息要告诉消费者。首先，正如我们之前报道的，百事公司宣布将对乐事和多力多滋等零食品牌的价格削减 15%。第二个好消息是关于鳄梨的。到 12 月底，墨西哥的鳄梨价格暴跌，较去年同期下降超过 19%。</p>
<p>彭博社报道，由于强降雨导致墨西哥丰收，推动了超级碗前美国的创纪录进口，供应增加而价格下降，这对千禧一代在 K 型经济中来说是一个完美的组合。</p>
<p>美国近 90% 的鳄梨来自墨西哥，主要是哈斯品种，目前零售价格在每个 70 美分到 1.50 美元之间，远低于疫情期间的高点。</p>
<p><img src="https://imageproxy.pbkrs.com/https://assets.zerohedge.com/s3fs-public/inline-images/Snag_8b158a8.png/query-aXRvaz1YZVNVTGdZTg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://assets.zerohedge.com/s3fs-public/inline-images/Snag_8b158a8.png/query-aXRvaz1YZVNVTGdZTg"/></p>
<p>“这在以前从未发生过，” 来自墨西哥的鳄梨公司总裁兼首席执行官阿尔瓦罗·卢克（Alvaro Luque）表示。</p>
<p><img src="https://imageproxy.pbkrs.com/https://assets.zerohedge.com/s3fs-public/inline-images/2026-02-03_10-08-15.png/query-aXRvaz1WbW5oYUo3dA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://assets.zerohedge.com/s3fs-public/inline-images/2026-02-03_10-08-15.png/query-aXRvaz1WbW5oYUo3dA"/></p>
<p>卢克补充道：“去年我们有很好的降雨，所以水果不仅丰盛，而且水果的大小也非常好。” 他说，千禧一代和 Z 世代的需求激增，因为鳄梨没有真正的替代品：“如果你想要鳄梨酱，只有一个选择。”</p>
<hr/>
<p><em>更多来自此作者的文章：</em></p>
<p>高盛：地方对数据中心的抵制 “并未减缓发展”</p>
<p>参议院法案将确保数据中心不将能源成本转嫁给消费者</p>
<p>亚马逊在预测资本支出激增 50% 至 2000 亿美元后暴跌</p>

纳斯达克食品饮料 ETF - First Trust

美国消费品 ETF - iShares

日常消费品 ETF - SPDR

PEPS

农产品基金 - PowerShares

日常消费品 ETF - Vanguard

百事

食品饮料 ETF - PowerShares

<p>墨西哥的鳄梨价格已下降超过 19%，这使得消费者在超级碗前受益。这一下降归因于丰收，因强降雨导致美国进口增加。现在鳄梨的零售价格在 70 美分到 1.50 美元之间，显著低于疫情期间的价格。百事公司也将零食价格降低了 15%，这使得消费者在享用传统超级碗食品如鳄梨酱时，正是一个有利的时机，这种食品在千禧一代和 Z 世代中仍然需求旺盛</p>

<p><img src="https://imageproxy.pbkrs.com/https://assets.zerohedge.com/s3fs-public/inline-images/2026-02-03_10-08-04.png/query-aXRvaz1SY1hlaDVwNw" alt="" original-src="https://assets.zerohedge.com/s3fs-public/inline-images/2026-02-03_10-08-04.png?itok=RcXeh5p7"/></p>
<p>Guacamole, wings, pizza, chips, and beer dominate the typical Super Bowl menu, as the weekend becomes one of the world's highest food-consumption sporting events.</p>
<div class="lb-trans"><p>鳄梨酱、鸡翅、比萨、薯片和啤酒主导了典型的超级碗菜单，因为这个周末成为全球食品消费最高的体育赛事之一。</p>
</div><p>We have good news for consumers. First, as we reported earlier, PepsiCo announced it will slash prices by 15% on snack brands such as Lay's and Doritos. The second piece of good news is on the avocado front. Prices in Mexico have plunged, down more than 19% from a year earlier as of the end of December.</p>
<div class="lb-trans"><p>我们有好消息要告诉消费者。首先，正如我们之前报道的，百事公司宣布将对乐事和多力多滋等零食品牌的价格削减 15%。第二个好消息是关于鳄梨的。到 12 月底，墨西哥的鳄梨价格暴跌，较去年同期下降超过 19%。</p>
</div><p>Bloomberg reports a bumper Mexican harvest after heavy rainfall has driven record US imports ahead of the Super Bowl, pushing supplies higher while driving prices lower, a perfect mix for millennials in the K-shaped economy.</p>
<div class="lb-trans"><p>彭博社报道，由于强降雨导致墨西哥丰收，推动了超级碗前美国的创纪录进口，供应增加而价格下降，这对千禧一代在 K 型经济中来说是一个完美的组合。</p>
</div><p>The US sources nearly 90% of its avocados from Mexico, mostly Hass, with current retail prices ranging from 70 cents to $1.50 each, well below Covid-era highs.</p>
<div class="lb-trans"><p>美国近 90% 的鳄梨来自墨西哥，主要是哈斯品种，目前零售价格在每个 70 美分到 1.50 美元之间，远低于疫情期间的高点。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://assets.zerohedge.com/s3fs-public/inline-images/Snag_8b158a8.png/query-aXRvaz1YZVNVTGdZTg" alt="" original-src="https://assets.zerohedge.com/s3fs-public/inline-images/Snag_8b158a8.png?itok=XeSULgYN"/></p>
<p>&#34;That has never happened before,&#34; said Alvaro Luque, president and chief executive officer of Avocados from Mexico.</p>
<div class="lb-trans"><p>“这在以前从未发生过，” 来自墨西哥的鳄梨公司总裁兼首席执行官阿尔瓦罗·卢克（Alvaro Luque）表示。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://assets.zerohedge.com/s3fs-public/inline-images/2026-02-03_10-08-15.png/query-aXRvaz1WbW5oYUo3dA" alt="" original-src="https://assets.zerohedge.com/s3fs-public/inline-images/2026-02-03_10-08-15.png?itok=VmnhaJ7t"/></p>
<p>&#34;Last year we had great rain, so the fruit not only was abundant, but the sizing of the fruit was very good,&#34; Luque added. Demand has spiked from millennials and Gen Z, he said, as there is no real substitute for avocados: &#34;If you want guacamole, there's only one option.&#34;</p>
<div class="lb-trans"><p>卢克补充道：“去年我们有很好的降雨，所以水果不仅丰盛，而且水果的大小也非常好。” 他说，千禧一代和 Z 世代的需求激增，因为鳄梨没有真正的替代品：“如果你想要鳄梨酱，只有一个选择。”</p>
</div><hr/>
<div class="lb-trans"><hr/>
</div><p><em>More By This Author:</em></p>
<div class="lb-trans"><p><em>更多来自此作者的文章：</em></p>
</div><p>Goldman: Local Resistance Against Data Centers &#34;Are Not Slowing Development&#34;</p>
<div class="lb-trans"><p>高盛：地方对数据中心的抵制 “并未减缓发展”</p>
</div><p>Senate Bill Would Ensure Data Centers Do Not Pass Energy Costs Onto Consumers</p>
<div class="lb-trans"><p>参议院法案将确保数据中心不将能源成本转嫁给消费者</p>
</div><p>Amazon Plunges After Forecasting 50% Surge In Capex To $200BN</p>
<div class="lb-trans"><p>亚马逊在预测资本支出激增 50% 至 2000 亿美元后暴跌</p>
</div>

Guac Relief: Avocado Prices Tumble Ahead Of Super Bowl

Talkmarkets

Parametric Equity Plus ETF

鳄梨价格在超级碗前大幅下跌，带来价格舒缓