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Chipotle因沙门氏菌召回墨西哥辣椒,股价一度跌9.7%

'Guac Signal' Sparked Chipotle's Frantic Bid to Recall Jalapeños

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So the Pinos, uh, had been linked, uh, by public health authorities to some salmonella cases. Um, I should say, you know, right off the bat for yours and everyone's, uh, sort of peace of mind that Chipotle pulled, uh, the opinions pretty quickly. And health authorities have said that they don't have ongoing concerns about people eating at the restaurants. But I think what really stands out here and I can share more if you want, is just basically how quickly the company was able to really zero in on how pinos as, as the culprit here, did that result in positivity for the stock?

所以,皮诺斯,呃,已经被公共卫生部门与一些沙门氏菌病例联系起来。嗯,我应该先说,你知道,为了你和大家的安心,Chipotle很快就撤下了这些意见。卫生部门也表示,他们不担心人们在这些餐厅就餐。但我认为真正突出的一点,如果你想知道更多我可以分享,就是公司能够多快地锁定皮诺斯是罪魁祸首,这是否导致了股票的正面表现?

Because I'm looking here year to date down 14%, one year return down about 24%. Look like some of this information has come out very, uh, you know, slowly over the past week. It's still pretty recent. And so basically last week, we, uh, you know, we're first to report the Chipotle. They had pulled the jalapenos, uh, because of the salmonella outbreak, you know, by then, uh, you know, they had already done it a few days ago.

因为我看到今年至今下跌了14%,一年回报率下跌约24%。看起来这些信息在过去一周里,呃,你知道,传播得很慢。这仍然相当近期。所以基本上上周,我们,呃,你知道,首先报道了Chipotle。他们因为沙门氏菌爆发撤下了墨西哥辣椒,你知道,到那时,呃,你知道,他们几天前就已经这么做了。

And public health authorities were like, yeah, we don't have ongoing concerns. But of course, like, you know, when headlines like that come out, uh, you know, people do get spooked. And when we publish that story, uh, the stock dropped as much as 9.7% that day. I mean, it's it's recovered a little bit, but, you know, sometimes this information takes a little bit, um, to, to sort of, uh, you know, spread in terms of people and health authorities feeling comfortable saying we don't have any more concerns.

公共卫生部门说,是的,我们不担心持续的问题。但当然,像,你知道,当这样的头条新闻出来时,呃,你知道,人们确实会感到恐慌。当我们发布那篇报道时,呃,股票当天下跌了多达9.7%。我的意思是,它有所回升,但你知道,有时候这些信息需要一点时间,呃,来,来,呃,你知道,在人们和卫生部门觉得可以放心说我们不再担心之前传播开来。

Go back to the restaurant, basically. Daniela, this is a big topic, big issue, big risk for restaurants in general, chains, particularly publicly owned chains. Uh, that being food safety systems protocols. Talk to us about what Chipotle does there. Of course. So you know you might all remember that, you know, between 2015, 2018, they had a series of issues with mostly with food handling. And so really they've stepped up their game and they've invested a lot of money basically into technology that acts as almost like a digital map of their supply chain.

基本上回到餐厅。Daniela,这是一个大话题,大问题,对餐馆来说是大风险,尤其是连锁店,特别是上市连锁店。呃,那就是食品安全系统协议。跟我们谈谈Chipotle在这方面做了什么。当然。所以你知道你们可能都记得,在2015年到2018年之间,他们有一系列问题,主要是食品处理方面。所以实际上他们加强了他们的游戏,他们投入了很多钱基本上用于技术,这几乎就像他们供应链的数字地图。

So basically, the company could go into this system and really look up like where every ingredient has been like, you know, where it moved from the distributor to a distribution center to the restaurant. And so, you know, what the company was able to do in this case is they heard from the state of Minnesota, like, hey, we think that something in your guacamole is making people sick. And based on the pattern of where the illnesses were happening and the restaurants that were affected, the company was able to say, like, we think that the problem is to help us in the guacamole.

所以基本上,公司可以进入这个系统,真正查找每种原料的去向,比如,你知道,它如何从分销商转移到配送中心再到餐厅。因此,你知道,在这种情况下,公司能够做到的是,他们听到明尼苏达州说,嘿,我们认为你们的鳄梨酱里有什么东西让人生病了。根据疾病发生的模式和受影响的餐厅,公司能够说,我们认为问题出在鳄梨酱中的某种成分上。

And then they were able to pull them. And so, you know, it's an example of, you know, many large restaurant chains have invested in these types of systems because, you know, as we were discussing, it's just it's a big issue. You know, the second that an outbreak comes out, uh, people just get spooked and just don't go to the restaurant. And that has huge revenue and profitability implications.

然后他们能够将其撤回。所以,你知道,这是一个例子,许多大型连锁餐厅已经投资了这类系统,因为,你知道,正如我们讨论的,这确实是个大问题。你知道,一旦爆发疫情,人们就会恐慌,不去餐厅。这对收入和盈利能力有巨大影响。

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