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EU Will Reap What US Sows: Who Benefits From Looming Global Food Crisis_我的网站

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A | 今日，罗永浩发布新一期对话节目，此次对话嘉宾为名创优品创始人叶国富，他表达了对“叫板马云”“胖改店”以及西贝事件的看法。在对话中，叶国富回应早年前叫板马云一事，他认为，要放弃线上线下的概念，回归产品本质。 Russian Minister of Agriculture Dmitry Patrushev weighed in on the issue of global food security on Friday, warning that a crisis of planetary proportions is taking shape.,“The situation in global markets is difficult, especially for wheat. This season, due to a number of factors, including drought in the US and Europe, floods in Australia and bad weather in India, the global supply of milling wheat will drop. Also, due to climate anomalies, a decrease in the quality of wheat in North America is expected, first and foremost in the United States. All of this, together with logistical restrictions, could lead to serious risks in terms of global food security in the current agricultural year,” Patrushev said, speaking to ministry officials in Bashkiria.,Patrushev updated officials on the state of Russia’s harvesting campaign, saying about 27 percent of the fields have been cultivated, with 55 million tons of grain collected – a good indicator, but far below yields shown a year ago, thanks to a cold spring, poor weather and problems with obtaining parts for foreign-made agricultural equipment.,“Altogether, this creates risks in terms of achieving [the planned] grain harvest of 130 million tons. Of course, we will fully provide for the domestic market, there will not be any problems with this. However, if the planned volumes are not reached, we will have to revise our export target of 50 million tons, and this may have a negative impact on the world grain market,” the minister warned.,Russian Agriculture Ministry Warns of Risks to Global Food Security in Current Crop Year 5 August, 09:08 GMT,Sanctions Food for Thought,The United States and Europe got a rude awakening in the spring when the nations of the Global South refused to join them in slapping sanctions on Russia after it kicked off its special military operation in Ukraine. While the US, Canada, the UK, the European Union, Japan, Australia, and New Zealand drafted thousands upon thousands of new restrictions against Moscow, not a single country in Latin America, Africa, the Middle East, or non-US allied East Asia has joined them so far.,The developing world’s quest for food security, and Russia’s status as a major global exporter of both grains and fertilizers, is undoubtedly an important factor in calculations made by regional leaders when it comes to sanctions.,At the same time, the Global South has not been spared the consequences of the West’s secondary restrictions. African Union chief and Senegalese President Macky Sall outlined the scope of the problem in June, telling Russian President Vladimir Putin that sanctions had “aggravated the situation with the supply of grains and fertilizers to African countries,” and sparked “a serious threat to food security” for the continent.,AfricaAnti-Russia Sanctions Left Africa Without Access to Grain and Fertilisers, African Union Chief Says3 June, 11:13 GMT,Notwithstanding concerns about global food security going back to the COVID crisis of 2020 and 2021, which wreaked havoc on supply chains and aggravated economic pain across much of the developing world, the US and its allies unflinchingly and nearly instantaneously slapped agriculture- and fertilizer-related sanctions on Russia and its ally, Belarus, in February and March of 2022.,Oleg Kobiakov, director of the UN Food and Agriculture Organization’s Russian liaison office, recently revealed that his agency estimates that some 828 million people were suffering from hunger at the end of 2021, with their numbers increasing by some 150 million people compared to the pre-COVID year 2019. Amid the escalation of the Ukrainian crisis and Western sanctions, Kobiakov stressed the importance of the FAO-proposed international fund to support the export of food, fertilizers, and energy to assist developing countries, particularly in Africa.,Western Sanctions, Global Consequences,The sanctions slapped on Russia in the spring of 2022, which included direct restrictions on food and fertilizer exports, plus efforts to limit Russia’s trade in agricultural commodities with third countries via so-called secondary sanctions on cargo ships or insurance providers, have already had a noticeable impact on food security, not only in the Global South, but the very heart of the so-called "First World" as well.,Earlier this year, German media sounded the alarm after calculating that the country’s farmers stand to lose some three million tons of agricultural output thanks to sanctions. In June, Bild reported that nearly one in six Germans is forced to skip meals thanks to out-of-control hikes in food prices.,In neighboring Poland, local media reported this week that Ukrainian wheat supplies flooding into the country were causing a “catastrophic” dampening of prices for domestic producers. “If the situation doesn’t improve, there will be riots in the countryside!” a farmer in Plonsk told a Wyborcza correspondent.,In Italy, the National Institute of Statistics has reported a double-digit jump in prices for flour and pasta, with prices for the staple components of Italian cooking growing between 18 and 21.5 percent year-on-year in July, and the cost of cooking oil spiking by a whopping 66 percent.,RussiaLIVE UPDATES: First Bulker With Ukrainian Grain Reaches Istanbul2 August, 05:00 GMT,Food insecure regions of the planet have fared even worse. According to a recent estimate by international aid agency Mercy Corps, flour prices in Lebanon, which depends on Russia and Ukraine for over 80 percent of its wheat flower needs, have jumped over 200 percent since the escalation of the Ukraine crisis.,For many countries, the Ukrainian emergency has only served to exacerbate an array of already existing problems. In Morocco, for example, Agriculture Minister Mohammed Sadiki reported in the spring that the country expects to lose up to 53 percent of its grain harvest this year due to the worst drought of the decade. The Horn of Africa faces similar worries amid the worst regional drought in 40 years. In Ethiopia, Somalia and Kenya, over 18 million people face hunger, and British charitable group Oxfam International fears that as many as 350,000 children could die from malnutrition this year in Somalia alone.,Earlier this year, the UN’s Refugee Agency calculated that the numbers of people forced to flee their homes in search of a better life had reached its highest-ever recorded number, with food scarcity, inflation, and the climate crisis adding to existing hardships and stretching humanitarian resources to the breaking point. According to the World Food Program, the number of people suffering from hunger could increase by 30-50 million people, with the poorest countries of Africa including Somalia, Sudan, the Central African Republic, Chad, and Congo expected to be hit hardest.,RussiaFighting Africa's Food Crisis: Russia Strengthening Ties and Stretching Helping Hand to Kenya3 August, 10:08 GMT,In June, the WFP warned that in Latin America too, food inflation is threatening to cause a migration wave of Biblical proportions amid calculations that some 14 million people across 13 countries are threatened with “extreme” food insecurity – up from 8.3 million in late 2021, if the current crisis continues.,“All of you are watching caravans, caravans of migrants moving, and before we used to talk about migration from the north of Central America, but now, unfortunately, we talk about migration being hemispheric. We have the whole continent on the move,” WEF Latin America and the Caribbean region coordinator Lola Castro told reporters.,Good for the Goose, But Not the Gander?,Last month, on the heels of the signing of the Russia-Ukraine-UN grain deal, the US Treasury reversed course on a number of food and fertilizer sanctions directives, “clarifying” in a fact sheet that it would no longer threaten secondary restrictions for the purchase or transport of Russian agricultural commodities. For the domestic market, Washington quietly eased restrictions on Russian agricultural products, including fertilizers, back in March, after the domestic farming lobby warned of out-of-control price hikes and possible food shortages.,Brussels, which joined Washington in slapping tough restrictions on Moscow in the spring, did not follow suit in easing them until late last month, after the damage to domestic and international markets had already been done.,WorldEU Reportedly Set to Unfreeze Some Russian Bank Funds for Food, Fertilizer Trade19 July, 10:26 GMT,Biden administration National Economic Council director Brian Deese raised eyebrows late last month when he boasted that compared to the rest of the world, the United States is in a better position to weather the global food security crisis.,“With respect to food, we’re a net exporter of agricultural commodities. Obviously the high prices are hitting Americans very hard, but in a way that is different from some places that are facing famine for example,” Deese said.,Biden economic advisor Brian Deese says the U.S. is doing better economically than other countries because we’re not in a “famine” pic.twitter.com/2JwO7YneOI— RNC Research (@RNCResearch) July 27, 2022,Biden’s detractors blasted the White House over Deese’s comments, suggesting it was absurd to lower the bar on the administration’s economic performance to the point where it was bragging that "at least the US isn’t facing famine." However, in the broader scheme of things, and amid the global food security crisis artificially exacerbated by Washington and its allies using sanctions, Deese isn’t wrong, with other countries, including many of the US’ allies, suffering much more.,Quo Vadis?,Serbia, home to the so-called “Balkan route” for migration during the 2015 European migrant crisis, has recently reported a major uptick in immigration amid the global food crisis.,On July 20, Serbian Commissioner for Refugees and Migration Vladimir Cucic indicated that the number of migrants traveling through Serbia had jumped 55 percent in 2022, with the number of people from Africa, Asia and the Middle East using the country as a transit state reaching 68,000, and expected to hit 100,000 before the end of the year. Cucic is confident that the global food crisis is directly responsible for the migration uptick, which he said has hit Africa, Pakistan, Bangladesh, parts of India and other Asian nations hardest.,“Hunger is forcing more and more people to move on out. You’re not going to wait and see how your children die from hunger, you will give them everything you have and tell them "get out of here!’” the official stressed.,UK Home Office Fails to Handle Increased Flow of Migrants Via English Channel21 July, 18:30 GMT,Food scarcity has been a factor driving revolutions, coups, wars, and civil unrest throughout human history, and has been used expertly by foreign manipulators to spark crises and institute regime change throughout the 20th and early 21st centuries. Food insecurity was a critical factor in the so-called "Arab Spring" unrest which swept across the Middle East and North Africa in early 2010. That crisis, together with the US and NATO military interventions in Iraq and Afghanistan, helped spark the 2015 European migrant wave, which saw more than 1.3 million people making their way to the continent, sparking mass unrest and a host of other social ills and problems in the countries that were made to accept the newcomers.,Observers fear that the second time around, the situation could prove far more explosive.,“Europe is not prepared morally, technically, or politically to accept additional refugees. They already overstrained themselves with the Syrian crisis,” Elena Suponina, an advisor to the director of the Russian Institute for Strategic Studies and expert at the Russian International Affairs Council think tank, told Sputnik in an interview.,The West, Suponina believes, is not ready to “save” people from Africa and Asia in the event of a global food crisis which she says has been manufactured by the United States.,“The United States has always been interested in limiting the strength of the European economies. Besides being partners, they are also competitors. The US has always kept in mind that Europe is first and foremost a competitor,” the expert stressed.,Tiberio Graziani, chairman of Vision & Global Trends - an Italy-based international affairs think tank, echoed Suponina's concerns, suggesting that Europe is "by no means ready to handle new potential waves of migrants," and still reeling from the consequences of the 2015 crisis. At the same time, he said, hunger has been a "recurring theme" in a world dominated by the West and its political and economic systems of governance.,"The food crisis is mainly due to the predatory policies carried out - in recent decades - by the so-called Western system in the different corners of the world. The hyper-liberal-democratic policies of the West have favoured the large globalist interest groups which, similarly to the colonial past of the nineteenth century, have deconstructed the various economic-productive fabrics of many areas of the planet, producing misery and dependence. The sophisticated technology that could help the fate of millions of people, since in the hands of large producers, often tied to financial interests, has instead, paradoxically, exacerbated the problem. Non-state organizations such as the UN, beyond good speeches, have failed to find adequate solutions to the problem. The world as a whole could find solutions - to this challenge, as well as to others - only if world power were more evenly distributed. Only a new multipolar system that adopts - in both economic and political international issues - a solidarity and cooperative practice, antithetical to current hyperliberism, could save us. It can be noted that some initiatives taken by the BRICS countries are moving in this direction," Graziani stressed.,The academic also agreed with Suponina's analysis of Washington's interest in the current crisis.,"The interest of the United States is to maintain global hegemony. This can also involve the sacrifice of nations such as Ukraine or the Old Continent: in the context of the North American strategy, these would be 'side effects'. The internal situation of the EU would worsen further: Europe as a whole would become even weaker and more dependent on the US than it currently is," Graziani concluded.。如果有好产品，线上线下都会卖得很好。

B | 他举例，名创优品的进店转化率是30%，而电商都没有这么高。谈及罗永浩与西贝的风波，叶国富表示，“这一次我很顶你”。他表示，现做现炒才是人间烟火，才是消费者想要的，而不是预制菜，或者是几个月、一年前做好的加热一下，这些大家都不需要。另外，他还谈及了永辉超市与胖东来的合作。他表示，于东来是大爱，无私地帮助永辉调改和成长，不是商业合作，不收一分钱，纯帮忙。“全球都没有这样的商业人物，完全是一个另类。我每次见到他，都虔诚地向他学习。” 他总结道，如今最佩服的中国当代企业家只有三个人：任正非、宁高宁和于东来。谈叫板马云从0到100亿，我的速度更快叶国富表示，自己比较喜欢逛街，创业就是逛街逛出来的。他称，当时在日本逛街，看到杂货店和百货店设计得精美，价格也很有竞争力，当时中国没有这种模式，就把这个模式引入中国，从而诞生了名创优品。在电商蓬勃发展那些年，叶国富多次公开喊话马云，称“电商取代实体零售是痴人说梦”。2016年，他甚至包下报纸头版喊话马云：“早点认输，1个亿我帮你给！”事件的源头是2012年时，王健林和马云打赌，十年后电商能不能占到中国零售市场的50%，输给对方1亿。如今再谈及这个话题，叶国富表示，自己对线下更有感情，现在名创优品线上销售占比10%左右，90%在线下，现在大部分零售品牌也依然以线下为主。他谈及，电商确实发展很快，对零售业冲击很大，但要找到适合自己的发展模式。名创优品通过线下也做得很成功，也不否定线上，现在也在大力发展线上。

C | 他提到，很多线上品牌也在做线下，比如小米。雷军创业之初推出互联网手机，只在线上销售，后来发现线下流量更强大，现在小米线下店也有上万家。

D | 他认为，要放弃线上线下的概念，回归产品本质。商业本质还是要把产品做好，一个企业如果没有好产品，什么都不是。如果有好产品，线上线下都会卖得很好。他回忆，名创优品从0做到100亿，只用了五年时间，比马云从0到100亿速度还要快。

E | 最高峰一年开一千多家店，另外进店转化率是30%，进来100个人有30个人买单，“电商有这么高的转化率吗？”他反问道。谈加盟：只有差的东西才要打广告苏丹红是一种化学染色剂，具有基因毒性和潜在致癌性。早在2003年，欧盟就明确禁止苏丹红用于食品和化妆品领域。名创优品起步仅仅3个月后就开放了加盟。在叶国富看来，店铺是最好的广告，每天店门口都过几万人，看到我们门店生意这么好，很多人主动找我们加盟。他透露，名创优品第一家店开在广州，第一个加盟商是云南人，他在广州逛街时发现这个模式很好，主动找到名创优品将店开到云南丽江，一开业生意比广州的店还要好；海外加盟商是菲律宾人来广州旅游，看到门店生意这么好，主动找名创优品将模式引入菲律宾。他提到，名创优品的加盟商有38%的毛利。上海南京路开了名创优品IP乐园（MINISO LAND）全球壹号店，九个月做了一个亿，最高峰一个月做了1600万。

F | “真正好的东西不需要广告，只有差的东西要广告。

G | 从创业到现在我们没有在加盟广告上花过一分钱。谈IP：不浪费一个亿就算失败名创优品于2013年创立，叶国富表示，2016年就开始考虑与IP联名，目前已经和全球150多个IP开展了合作。他还透露，名创优品正在做重大转型，以前大家认为名创优品是一家零售公司，今年要把名创优品变成一家文化创意公司。在他看来，人均GDP到了一定程度，物质需求已经很丰富了，就要满足精神需求。精神需求就要靠手办、靠IP、靠兴趣消费，来买自己喜欢的东西，取悦自己。 “中国未来要成为强国，要靠科技和文化，科技出海，文化出海，不再是靠一条内裤、一个袜子、一个衬衣赚多少钱，能不能科技出海成为强国，能不能一手硬科技，一手软文化，能不能有一大批中国的IP走向世界。” 他表示，未来十年名创优品要带一百个中国IP走向世界，今年已经签约了十七个独家IP。他对团队说，今年在收购IP方面，不浪费一个亿就算失败。“只有浪费了才能有更好的东西出来，收购一百个能有10%的成功率，能有10个成功，我已经很厉害了。谈罗永浩与西贝风波这一次我很顶你谈及罗永浩与西贝的纠纷，叶国富表示，“这一次我很顶你”。他表示，这一次罗永浩倒逼线下餐饮做得更好，更有吸引力，为线下零售引流做了巨大的贡献，而不是伤害。现做现炒才是人间烟火，才是消费者想要的，而不是预制菜，中央厨房或者是几个月、一年前做好的，给我加热一下，这些大家都不需要。 “我现在出去吃饭有阴影了，走了三个餐馆，问他是不是预制菜，一看菜单就有点不像现炒的，我就换一家，最后又换一家。到第三家，我就点了两个菜，一个炒鸡，一个炒青菜，一个白米饭，这三个不应该是预制菜了。” 他强调，如果线下的餐饮重新变革，踏踏实实把现炒做好，流量会更大会更好。谈与胖东来合作：于东来不收一分钱谈到与胖东来的合作，他表示，于东来是大爱，无私地帮助永辉调改和成长，不是商业合作，不收一分钱，纯帮忙。胖东来成功背后，他认为是产品品质做得好，把每个产品都做好、服务做好，对员工好，胖东来在许昌就火了，进而成为全国有名的超市。他提到，永辉超市的“胖改店”进展很好，全国都在做“胖改店”，不只我们，步步高也在做，很多超市品牌都在做，都在学习走品质零售这条路线。他认为，过去的低质低价这条路线做不下去了，老百姓也不需要了，每个人都想买点有品质的东西，特别是吃的，更要讲究品质和安全。他还回应了外界对于他收购永辉超市一事的不解。“看不懂就对了，看懂了就没有意义了。”叶国富强调说。他回忆，2015年自己在美国看到Costco很兴奋，感觉中国没有好的超市；而看到胖东来帮着永辉调改第一家店，第一天业绩就增长了十三倍。看到胖东来调改永辉之后，自己看到了中国超市的未来。他直言，中国这么大的人口，没有一个好的超市。除了胖东来和山姆，大量超市不行，都在倒闭亏损。胖东来只在许昌和新乡开，很多人买山姆是被逼得没办法，因为没有好的供给，没什么选择就逼得去买山姆。胖东来调改永辉之后，自己看到这个模式可行，就下定决心收购了永辉。谈及最佩服的中国当代企业家，叶国富给出了三个：任正非、宁高宁、于东来。