米国の「フライドポテト王」に黄信号、ファストフード敬遠で供給業者に打撃

US ’French fries king’ gets green light, hits suppliers for shunning fast food

US ’French fries king’ gets green light, hits suppliers for shunning fast food
米国人の間でマクドナルドなどファストフードチェーンを敬遠する傾向が強まる中、ラムウェストンのようなフライドポテトの供給業者が打撃を受けている

As Americans increasingly shy away from fast-food chains like McDonald’s, french fry suppliers like Lamb Weston are taking a hit.

As Americans increasingly shy away from fast-food chains like McDonald’s, french fry suppliers like Lamb Weston are taking a hit.
ラムウェストンは北米最大のフライドポテトメーカーで、ファストフードチェーンや飲食店、食料品店の主要供給業者

Lamb Weston is North America’s largest french fry manufacturer and a major supplier to fast food chains, restaurants and grocery stores.

Lamb Weston is North America’s largest french fry manufacturer and a major supplier to fast food chains, restaurants and grocery stores.
その同社がワシントン州で製造工場の閉鎖を進めている

The company is closing a manufacturing plant in Washington state.

The company is closing a manufacturing plant in Washington state.
先週には需要鈍化への対応として従業員の4%に当たる400人近くをレイオフ(一時解雇)し、生産ラインを一時的に削減すると発表した

Last week, the company announced it would lay off nearly 400 people, or 4% of its workforce, and temporarily reduce production lines in response to slowing demand.

Last week, the company announced it would lay off nearly 400 people, or 4% of its workforce, and temporarily reduce production lines in response to slowing demand.
ラムウェストンの株価は今年、35%下落した

Lamb Weston’s share price has fallen 35% this year.

Lamb Weston’s share price has fallen 35% this year.
供給過剰の一方で、需要も伸び悩む

While there is an oversupply, demand is also sluggish.

While there is an oversupply, demand is also sluggish.
近年は飲食店での価格が食料品店を上回るスピードで高騰しており、顧客がファストフードチェーンを敬遠する状況につながっている

In recent years, prices at restaurants have risen faster than at grocery stores, leading to customers avoiding fast food chains.

In recent years, prices at restaurants have risen faster than at grocery stores, leading to customers avoiding fast food chains.
人々が自宅でフレンチフライを調理する機会は比較的少ないことから、こうした変化はラムウェストンにとって痛手となる

These changes will hurt Lamb Weston, as people are less likely to prepare French fries at home.

These changes will hurt Lamb Weston, as people are less likely to prepare French fries at home.
同社によると、米国で消費されるフライドポテトの約8割はファストフードチェーン経由だという

According to the company, about 80% of french fries consumed in the U.S. go through fast food chains.

According to the company, about 80% of french fries consumed in the U.S. go through fast food chains.
マクドナルドのようなファストフードチェーンは顧客を呼び戻すため、バリューメニューを打ち出しており、先日は「5ドル(約740円)セット」の販売を開始した

Fast food chains like McDonald’s are introducing value menus to attract customers, and recently started selling ``$5 (approximately 740 yen) sets.’’

Fast food chains like McDonald’s are introducing value menus to attract customers, and recently started selling ``$5 (approximately 740 yen) sets.’’
セットの内容はマックダブルのチーズバーガーまたはマックチキンサンドイッチ、Sサイズのフライドポテト、4個入りのチキンナゲットにSサイズのソフトドリンク

The set includes a McDouble cheeseburger or McChicken sandwich, small fries, 4 chicken nuggets, and a small soft drink.

The set includes a McDouble cheeseburger or McChicken sandwich, small fries, 4 chicken nuggets, and a small soft drink.
ただ、人々の購入額に占めるフライドポテトの割合は減るため、ラムウェストンの追い風にはなっていない

However, because the proportion of people’s purchases of fries is decreasing, this is not a tailwind for Lamb Weston.

However, because the proportion of people’s purchases of fries is decreasing, this is not a tailwind for Lamb Weston.
ラムウェストンのトーマス・ワーナー最高経営責任者(CEO)は先週、「こうしたプロモーション目的のメニューでは多くの場合、消費者はMサイズのフライドポテトからSサイズにダウングレードする」との見方を示した

Lamb Weston CEO Thomas Warner said last week that ``in many cases, these promotional menus will cause consumers to downgrade from medium-sized fries to small fries.’’

Lamb Weston CEO Thomas Warner said last week that ``in many cases, these promotional menus will cause consumers to downgrade from medium-sized fries to small fries.’’
CNNはラムウェストンにコメントを求めたものの、現時点で返答はない

CNN has reached out to Lamb Weston for comment, but has not yet received a response.

CNN has reached out to Lamb Weston for comment, but has not yet received a response.
ラムウェストンの最大の顧客であるマクドナルドは売り上げの13%を占めており、両社は一蓮托生(いちれんたくしょう)の関係にある

McDonald’s is Lamb Weston’s biggest customer, accounting for 13% of its sales, and the two companies have a close relationship.

McDonald’s is Lamb Weston’s biggest customer, accounting for 13% of its sales, and the two companies have a close relationship.
そして、マクドナルド自身も伸び悩んでいる

And McDonald’s itself is sluggish.

And McDonald’s itself is sluggish.
客足の落ち込みが逆風となり、少なくとも1年間営業している米国内の店舗の売り上げは前年同期比で0.7%減少した

Sales at U.S. stores open for at least a year fell 0.7% from a year earlier, as falling foot traffic was a headwind.

Sales at U.S. stores open for at least a year fell 0.7% from a year earlier, as falling foot traffic was a headwind.