然而，品牌的长远增长，从来都不止于“领导更替”或“节日短期策略”的调整。对整个零食行业而言，春节的流量红利终究是一时的，真正的增长源泉，永远来自对消费者需求的持续洞察与精准回应。
Speaking on the Goldman Sachs Exchanges podcast on March 2, Struyven broke down the math behind the market’s reaction. Without sustained supply disruptions, Goldman Sachs estimates the fair value for Brent crude oil to be around $65 per barrel. “With the market price at $78, the market is essentially pricing an $13 per barrel risk premium,” Struyven explained. According to the firm’s models, this $13 premium perfectly aligns with the expected price impact of a 100% full closure of the Strait of Hormuz lasting for roughly one month.
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