· 供应链分析
五角大楼买了价值 200 万美元的阿拉斯加帝王蟹，还在 9 月用纳税人的钱买了 690 万美元的龙虾尾。 如果你的第一反应跟我一样是： 我怎么从政府超支买帝王蟹和龙虾里赚钱？ 答案如下： $SYY - 它们和美国政府有数百万美元级别的大型 DLA 合同，所以当政府要订购数百万美元的帝王蟹或龙虾并完成配送时，它们是主要受益者。 $USFD - 美国第二大 broadline 分销商。USFD 也会竞标机构和政府合同，吸收掉政府在帝王蟹和龙虾这类昂贵海鲜上的超额预算。 $PFGC - 另一家体量很大的分销商，也会与机构和政府供应合同竞争，争取帝王蟹和龙虾相关订单。 要从五角大楼对海鲜和牛排的口味中获利，你得投那些负责把食物运过去的瓶颈环节。 上面这三家就是最大受益者，而四季度里龙虾和帝王蟹的支出应该会体现在它们的财报里。
The Pentagon purchased $2M worth of Alaskan king crab. As well as $6.9M worth of lobster tails with taxpayer funds in September If your first thought like me was: How do I profit off of government overspending on king crab and lobsters? Here’s how: $SYY - They hold massive, multi-million dollar DLA contracts with the US Gov, so when they need to order millions in king crab or lobster delivered, they’re the large beneficiary. $USFD - The second-largest U.S. broadline distributor. USFD also bids on institutional and government contracts, absorbing the overflow of massive government food budgets for expensive crab and lobsters. $PFGC - Another massive distributor that competes for institutional government and supply contracts for crab and lobster. To profit from the Pentagon's taste in seafood and steak, you have to invest in the chokepoints that transport the food. The three above are the largest beneficiaries and the spend in q4 from lobster and crab should show up in their earnings.