惊喜娃娃老板:新冠病毒爆发是“我见过最严重的供应链中断危机”

发布日期:2020-02-28 15:54
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原标题:Coronavirus is 'worst supply chain disruption I've ever seen': Toy CEO
Valentina Caval, Yahoo Finance, February 26, 2020
翻译:万童WeKids



MGA Entertainment创始人Isaac Larian表示,新型冠状病毒爆发对玩具行业造成了巨大影响,是其从业41年以来遇见的最严重的一次危机。

​“这是我见过最严重的一次供应链中断危机,”他在雅虎财经的On the Move节目中如此说道,“我每晚都在和我们的中国工厂联络——延期交货已无可避免。”



中国是迄今为止世界最大的玩具制造国,美国市场上约85%的玩具为中国制造。目前在中国,致命的新型冠状病毒已导致超2600人死亡,并使制造业出货速度减缓。许多中国工厂甚至完全停工。

Larian预计其公司名下最受欢迎的玩具“惊喜娃娃”的交货期将会至少延迟7周。受病毒影响,MGA Entertainment的玩具产量相比去年减少了近60%。

“这意味着我们将错过复活节促销季,”他说道,“现在情况很糟糕。”





第一季度的停工现象使玩具制造商的出货速度降至全年最低,但Larian已经在为至关重要的秋季假日促销季感到担忧。目前,MGA Entertainment只能为零售商进行部分供货。该公司近90%的玩具在中国生产,而Larian称当下其中国工厂的运转速度仅为平时的约20%。尽管工人们正在陆续返回工厂,但工厂仍缺乏进行生产的原料。

“供应链中断必将造成巨大损失,我不确定秋季的销售情况会是怎样——说实话,我也不知道我们还能不能恢复。”

病毒的爆发使本已境况不佳的玩具行业雪上加霜。专注市场研究的NPD集团的数据显示,2019年玩具销售量剧减4%,并且玩具反斗城的破产仍在对行业造成持续影响。



玩具只是因新型冠状病毒扩散而受到冲击的众多产业之一。科技巨头苹果公司也正面临因不得不关闭中国工厂导致的iPhone供应短缺问题。而其他公司,包括星巴克和雅诗兰黛,也在近期的盈收电话会议中提到病毒爆发将会抑制其产品的市场需求。

 

以下为报道原文:

“This is the worst supply chain disruption I've ever seen in my life,” he told Yahoo Finance’s “On the Move.” “I'm in touch with our Chinese factories every night — we are going to have delays.”

China is by far one of the world’s largest maker of toys; the country manufactures about 85% of U.S. toys. The deadly coronavirus has killed more than 2,600 people in China, and also slowed manufacturing output. Many Chinese factories have completely stopped production as businesses grapple with the virus.

Larian expects that one of the company’s most popular toys, the LOL Surprise!, will be delayed by at least seven weeks. Production of his toys has dropped nearly 60% compared to last year because of the virus.

“That means we are going to miss Easter,” he said. “The situation is not good at all.”

The factory closures occurred in the first quarter, which tends to be the slowest time of the year for toymakers, but Larian is already worried about the fall — an all-important holiday — season. Right now, MGA Entertainment is only filling partial orders for retailers. The company depends on China for nearly 90% of its production. Right now, MGM’s factories in China are operating at about 20%, according to Larian. While workers are returning to factories, many of them don’t have the raw materials to manufacture the toys.

“I think the damage is done,” he said. “And I am not sure fall sales — I’m not sure we can recover frankly.”

The virus comes at an already-troubled time for the toy sector, with sales in 2019 off as much as 4%, according to research firm NPD Group, and the Toys R Us bankruptcy still reverberating across the industry.

Toys are just one industry seeing impact from the spread of the coronavirus. Tech giants like Apple (AAPL) warned of iPhone supply shortages because of having to close its Chinese factories. Other companies, including Starbucks (SBUX) and Estee Lauder (EL), have said on recent earnings calls that the outbreak will dampen demand for their products.

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