彭博：通货膨胀正在下降，但 2025 年价格不会停滞不前

Investment Rating - The report indicates a shift towards dynamic pricing strategies in various consumer sectors, suggesting a positive outlook for companies adopting these methods [4][5]. Core Insights - Inflation is decreasing, but companies that previously relied on price hikes may need to adopt more complex pricing mechanisms like dynamic pricing to maintain profitability [1][4]. - A significant portion of restaurant operators (70%) expressed interest in implementing dynamic pricing based on demand fluctuations, although only 7% currently use such practices [2]. - Dynamic pricing strategies are becoming more prevalent due to advancements in technology and data collection capabilities, allowing retailers to adjust prices in real-time based on various factors [5][6]. Summary by Sections Section 1: Dynamic Pricing Adoption - Companies are increasingly exploring dynamic pricing as a means to enhance profitability amidst rising consumer price sensitivity [1][4]. - The use of digital shelf tags and order management software is facilitating the adoption of dynamic pricing across various retail sectors [2]. Section 2: Consumer Sentiment and Challenges - Consumer aversion to dynamic pricing is notable, with backlash against companies like Uber and Ticketmaster highlighting the potential risks associated with these strategies [3][7]. - Despite the challenges, dynamic pricing can lead to increased profits and lower average costs for consumers, particularly in grocery sectors where discounts on perishable goods are more effective [8]. Section 3: Future Outlook - The report suggests that dynamic pricing will likely become more common as businesses seek innovative ways to maximize both profits and sales [4][5]. - Industry experts advocate for a more positive framing of dynamic pricing, encouraging retailers to focus on value creation rather than peak pricing strategies [8].