這家公司靠賣沙拉成為獨(dú)角獸,秘訣是區(qū)塊鏈
在波士頓以南30英里的沃德漿果農(nóng)場(chǎng)(Ward’s Berry Farm), 5月第一天的破曉時(shí)分,陰冷多云,細(xì)雨蒙蒙,雨傘非但沒有幫助,反而讓人討厭。今天不適合種西紅柿。“西紅柿真的不喜歡經(jīng)常低于50度的環(huán)境。”農(nóng)場(chǎng)主吉姆·沃德說。此君的體質(zhì)比他種的西紅柿更強(qiáng)壯。沃德身穿一件法蘭絨襯衫,卷著袖子,沒穿外套;紅潤(rùn)的臉頰是他可能感冒的唯一跡象。但農(nóng)場(chǎng)工作人員正在即興發(fā)揮。當(dāng)幼苗從溫暖的溫室進(jìn)入潮濕寒冷的地面時(shí),員工們給它們蓋上“棚布”—— 一種可生物降解的防水布。“下面有堆肥,可以給我們一點(diǎn)熱量。”他說。“蓋上棚布后,你會(huì)驚訝地發(fā)現(xiàn),幼苗的長(zhǎng)勢(shì)非常喜人。” 在堆肥下面,西紅柿苗過得很舒適,但它們真的沒有選擇。今天必須栽種。只有這樣,這些西紅柿才能夠趕在7月進(jìn)入波士頓地區(qū),成為眾多Sweetgreen客戶的餐盤美味:一旦客戶通過這家沙拉連鎖店的電郵通訊或智能手機(jī)應(yīng)用(或者,如果他們了解季節(jié)性生長(zhǎng)常識(shí)的話)獲知,西紅柿剛好成熟到頂點(diǎn),他們就會(huì)蜂擁而至,爭(zhēng)相品嘗那鮮美多汁的小球體。為了幫助沃德讓這些西紅柿變得更加美味(盡管他深諳此道,因?yàn)樗呀?jīng)種了三十多年西紅柿),這片占地一英畝土地的中央還藏著一種秘密武器:一個(gè)安裝在棒球棒形狀的木樁之上,非常明亮的橙色六邊形。這個(gè)裝置的內(nèi)部裝有Wi-Fi驅(qū)動(dòng)的傳感器,每隔15分鐘測(cè)量十幾種可能影響西紅柿生長(zhǎng)的因素,比如氣溫、濕度、光照、降水和風(fēng)速,等等。“棒球棒”延伸到土壤中36英寸。在那里,傳感器測(cè)量土壤溫度和濕度,以及磷、鉀、pH和氮的水平。這些數(shù)據(jù)被上傳到云端和一個(gè)區(qū)塊鏈上——這一系列數(shù)據(jù)使得西紅柿從幼苗到沙拉盤的整個(gè)過程都很容易被追蹤到。從那里,你可以隨時(shí)通過“食物區(qū)塊鏈”初創(chuàng)公司Ripe.io開發(fā)的智能手機(jī)應(yīng)用程序訪問這些信息。 |
At Ward’s Berry Farm, 30 miles south of Boston, the first day of May dawns cloudy and cold, with a spitting drizzle that renders an umbrella more annoying than helpful. It’s a bad day to plant tomatoes. “Tomatoes really don’t prefer to be below 50 degrees very often,” says Jim Ward, the farm’s proprietor, who has a hardier constitution than his plants: He’s wearing a flannel shirt with the sleeves rolled up and no jacket; his ruddy cheeks are the only indication that he might be cold. But Ward’s crew is improvising, putting “row cover,” a biodegradable tarp, over the seedlings as they go from the warmth of the greenhouse into the damp chill of the ground. “There’s compost down there that will give us a little heat,” he says. “You’d be surprised, when you trap it in with the row cover, it’s pretty nice down there.” Good for the tomato plants, cozy under all that compost, but they don’t really have a choice. They have to go into the ground today so that come July, the fruits will be ready for the thousands of Sweetgreen customers in the Boston area who will bite down on the juicy little orbs, once informed—through the salad chain’s email newsletter or smartphone app (or, if they know anything about produce seasonality, common sense)—that the tomatoes are at their peak of ripeness. And to help Ward make these tomatoes extra tasty—though he knows what he’s doing, as he’s been farming for more than three decades—there’s something of a secret weapon lodged in the center of the one-acre patch: a bright orange hexagon that sits atop a baseball bat–shape stake. Inside the contraption are Wi-Fi-enabled sensors that, every 15 minutes, measure more than a dozen factors that could be affecting the tomatoes: like air temperature, humidity, light, precipitation, wind speed. The bat-shape portion extends 36 inches into the soil, where sensors measure soil temperature and moisture as well as levels of phosphorus, potassium, pH, and nitrogen. That data gets uploaded to the cloud and onto a blockchain—a sequence of data that makes the tomatoes easily traceable throughout their journey from fledging plant to salad bowl. From there, the information can be accessed, at any time, from a smartphone app developed by “blockchain of food” startup Ripe.io. |
對(duì)沃德來(lái)說,擁有這些即時(shí)數(shù)據(jù)是一種啟示。“我做了一輩子農(nóng)民,我所獲得的關(guān)于氮的任何數(shù)據(jù),都是通過采集土壤樣本,發(fā)送出去,然后等待好幾周才獲得的。但到那時(shí)候,通常已經(jīng)來(lái)不及做任何事情了。”他說。“現(xiàn)在,我可以在第一時(shí)間擁有這些數(shù)據(jù)。它改變了一切。” 這是沃德與Sweetgreen和Ripe.io合作的第二年——用行話來(lái)說,就是把他的西紅柿放在區(qū)塊鏈上。Sweetgreen是一家擁有95家餐廳的沙拉連鎖店,已經(jīng)成為注重健康的城市午餐者的寵兒。迄今為止,該公司已經(jīng)為20個(gè)農(nóng)場(chǎng)安裝了傳感器。它承擔(dān)技術(shù)成本(就沃德的例子而言,大約是幾百美元),農(nóng)民們根據(jù)自己的意愿使用數(shù)據(jù)。沃德表示,這項(xiàng)技術(shù)使他能夠在氮水平下降,農(nóng)田需要干預(yù)時(shí)立即采取行動(dòng),而它所提供的反饋可能會(huì)改變他今后施肥的方式。(再見,新鮮雞糞!)這些數(shù)據(jù)也對(duì)他長(zhǎng)期持有的一些務(wù)農(nóng)理念提出質(zhì)疑,比如,采摘后立即品嘗時(shí),西紅柿的味道最好(事實(shí)證明,口感最好的時(shí)間是在3到5天后)。另一方面,這些數(shù)據(jù)證實(shí)了他的其他觀點(diǎn)(“晚上當(dāng)溫度降到50度以下時(shí),味道就會(huì)下降,我對(duì)此毫無(wú)辦法”)。 當(dāng)然,技術(shù)也有其局限性。沃德抬頭看了看云朵,聳了聳肩。“主要成分是陽(yáng)光。這是你們決定的事情之一。”他向四位從洛杉磯總部趕來(lái)視察農(nóng)田的Sweetgreen員工做了個(gè)手勢(shì)。“這是我無(wú)法控制的事情之一。” “我們會(huì)做到的!”其中一位歡聲說道。 |
For Ward, having that instantaneous data at his fingertips is a revelation. “For my whole life as a farmer, any data I ever got about nitrogen, which is something you need in the highest quantity, was gathered by taking a soil sample, sending it out, and waiting a few weeks for the results. By which point it was usually too late to do anything,” he says. “To have it in real time, it changes everything.” This is the second year Ward has partnered with Sweetgreen and Ripe.io to, as the lingo goes, put his tomatoes on the blockchain. Sweetgreen, a 95-restaurant salad chain that’s become a darling of health-conscious urban lunchers, has installed the sensors in 20 farms to date. It fronts the tech cost—a few hundred dollars in Ward’s case—and the farmers use the data as they see fit. Ward says the technology has enabled him to take immediate action when, say, nitrogen levels are flagging and the patch needs an intervention, and it provides feedback that may change the way he fertilizes going forward. (Bye-bye, fresh chicken poop!) The data has also challenged some of his long-held farmer’s wisdom, like the idea that tomatoes taste best immediately after they’re picked (turns out, they actually peak three to five days later), and confirmed other beliefs (“Despite anything I can do, when the temperature drops below 50 degrees at night, the flavor drops off”). Of course, technology has its limits. Ward looks up at the clouds and shrugs. “The main ingredient is sunlight. That’s one of the things you guys determined,” he gestures to the four Sweetgreen employees who have traveled from the company’s Los Angeles headquarters to check in on the farm, “and that’s one of the things I can’t control.” “We’ll get there!” one of them chirps. |
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從大多數(shù)跡象來(lái)看,沙拉的概念起源于古羅馬,從那時(shí)起,它基本上就成了一道輔助菜——在主餐(通常是一塊肉)到來(lái)之前,作為開場(chǎng)的一道菜。沙拉很少被當(dāng)作主菜來(lái)吃,它通常伴隨著一種殉道感:“我就要一份沙拉。”長(zhǎng)期以來(lái),沙拉一直都有很多形式,從綠色葉菜到蛋黃醬和米白色,不一而足。但近年來(lái),隨著像Sweetgreen這樣的餐廳不斷崛起,沙拉已經(jīng)變得越來(lái)越美味。焦糖大褐菇代替了生蘑菇,時(shí)髦的羽衣甘藍(lán)代替了冰激凌,烤芝麻豆腐代替了……以前的沙拉店提供豆腐嗎? 但沙拉從來(lái)都不性感。它沒有卡樂星漢堡(Carl’s Jr.)經(jīng)歷過的那種閃耀時(shí)刻——名媛帕麗斯·希爾頓曾經(jīng)坐在一輛賓利轎車的引擎蓋上吃卡樂星漢堡——也沒有從一片熱氣騰騰的比薩上撕下一小塊馬蘇里拉奶酪時(shí)那種油脂四溢,令人垂涎的“色情”場(chǎng)景。也許這就是Sweetgreen及其競(jìng)爭(zhēng)對(duì)手傾向于回避“沙拉”一詞,而更愿意選擇“蔬菜套餐”和“真正的食物”這類術(shù)語(yǔ)的原因所在。但是,無(wú)論它們提供的產(chǎn)品是多葉的、松脆的、烤熟的還是溫暖的,當(dāng)前這一代綠色蔬菜十字軍擁有同一個(gè)目標(biāo):把蔬菜變成人們渴望的東西。 尼克·賈梅特是Sweetgreen的三位聯(lián)合創(chuàng)始人之一。他說:“當(dāng)你對(duì)味道進(jìn)行優(yōu)化時(shí),它會(huì)產(chǎn)生那種讓人們對(duì)這種產(chǎn)品產(chǎn)生渴望的粘度。”他和內(nèi)特·茹、喬納森·尼曼現(xiàn)在都是34歲,他們?cè)趩讨味卮髮W(xué)讀本科時(shí)相識(shí),于2007年創(chuàng)辦了這家連鎖店。(這三位同時(shí)躋身《財(cái)富》2019年“全球40位40歲以下商界精英”榜單)“我們不能對(duì)人們說,請(qǐng)吃我們的食物吧,因?yàn)樗芙】怠!辟Z梅特說。“這根本行不通。你想吃這種食物,是因?yàn)槟阆矚g吃,是因?yàn)樗屇闵眢w感覺良好,是因?yàn)槟憧释麑?shí)際的體驗(yàn)。” 讓人感覺良好的食物是一個(gè)蓬勃發(fā)展的行業(yè)。據(jù)食品業(yè)追蹤公司Technomic估算,美國(guó)沙拉店在2018年的銷售額超過6.86億美元,較2014年的3億美元大幅增長(zhǎng)。2018年,Sweetgreen以1.582億美元的銷售額引領(lǐng)行業(yè),其沙拉盤的平均售價(jià)為12美元。(Sweetgreen拒絕就銷售額發(fā)表評(píng)論,本文中提到的其他沙拉生產(chǎn)商也是如此。)位列前茅的生產(chǎn)商還包括Chopt(它出售切碎的沙拉,2018年的銷售額估計(jì)為9810萬(wàn)美元)、Tender Greens(該公司從Gramercy Tavern等高檔餐廳挖來(lái)了多位高級(jí)廚師,2018年的銷售額估計(jì)為9420萬(wàn)美元),以及Dig Inn(該公司還經(jīng)營(yíng)一個(gè)兼做農(nóng)產(chǎn)品實(shí)驗(yàn)室的農(nóng)場(chǎng),2018年的銷售額估計(jì)為3780萬(wàn)美元)。“它們都走上了一條通往純粹的道路。”市場(chǎng)研究公司NPD Group的食品行業(yè)分析師大衛(wèi)·波塔拉廷這樣說道。“消費(fèi)者想要的是真正的、正宗的、經(jīng)過最低限度加工的食品。這些公司正在滿足消費(fèi)者的需求,并使之變得方便。” 不過,盡管沙拉市場(chǎng)在增長(zhǎng),但綠色蔬菜仍然無(wú)法與漢堡和薯?xiàng)l相媲美。以麥當(dāng)勞為例,其2018年在美國(guó)的銷售額接近80億美元,是美國(guó)最大的14家沙拉店銷售額總和的10倍以上。在這種背景下,也許并不奇怪的是,盡管人們說他們非常在意吃健康的、本地的食品,但在全國(guó)餐館協(xié)會(huì)(National Restaurant Association)最近進(jìn)行的一項(xiàng)調(diào)查中,大多數(shù)受訪者的消費(fèi)習(xí)慣并不像他們所說的那樣。“我們看到,越來(lái)越多的消費(fèi)者開始討論本地的、有機(jī)的、非轉(zhuǎn)基因的、食草的、散養(yǎng)的食物。但他們不一定理解這些術(shù)語(yǔ)的意思。”波塔拉廷說。 第二大挑戰(zhàn)是,美國(guó)人外出下館子的興趣持續(xù)走低。NPD Group的數(shù)據(jù)顯示,去年美國(guó)人平均在餐館就餐185次,低于2008年的209次。如果這一趨勢(shì)像預(yù)期那樣繼續(xù)下去,沙拉餐廳需要從其他類型的餐館偷取更多“胃的份額”。 第三個(gè)問題是,對(duì)于任何企業(yè),特別是對(duì)于那些銷售易腐爛、易受細(xì)菌侵害的商品的企業(yè)來(lái)說,增長(zhǎng)會(huì)帶來(lái)大問題。亞倫·艾倫供職的咨詢公司與全球400多家最大連鎖餐廳的一半以上合作過。他說:“‘新鮮’是餐飲服務(wù)中最具吸引力的詞,但在全國(guó)范圍內(nèi)推廣新鮮食材,是一項(xiàng)巨大的挑戰(zhàn)。”舉個(gè)例子:多年來(lái),Chipotle一直致力于為大眾提供更加健康,注重食材的墨西哥食品,但在2015年和2016年,多州爆發(fā)的大腸桿菌疫情幾乎讓這一努力化為烏有。艾倫說,還有一種可能性是,在急于擴(kuò)張的過程中,像Sweetgreen這樣一個(gè)獨(dú)特的、專注于當(dāng)?shù)厥袌?chǎng)的品牌可能會(huì)失去一些最初讓它與眾不同的特質(zhì)。 |
By most indications, the concept of salad originated in ancient Rome, and since then, it’s been largely an ancillary dish, an opening act to sit through before the main event (often, a slab of meat) arrives. On the rare occasions that salad is eaten as an entrée, it’s typically accompanied by a sense of martyrdom: “I’ll just have a salad.” Salads have long come in myriad forms, from leafy and green to mayonnaise-y and off-white, but in recent years, thanks largely to shops like Sweetgreen, they’ve become increasingly gourmet. Caramelized portobellos instead of raw button mushrooms, trendy kale instead of iceberg, roasted sesame tofu instead of?…?did the salad shops of yore even offer tofu? But salads have never been sexy. They haven’t had their Carl’s Jr. moment—Paris Hilton gnawing on them on the hood of a Bentley—or that money shot of mozzarella stretching from a slice of steaming-hot pizza, the pools of grease so lubricious they’re practically pornographic. Perhaps that’s why Sweetgreen and its competitors tend to shun the “S-word”—“vegetable-forward meals” and “real food” are their terms of choice. But whether the produce they serve is leafy and crunchy or roasted and warm, the goal of the current generation of greens crusaders is the same: Turn vegetables into objects of desire. “When you optimize for flavor, it creates that stickiness, that craveability. It’s what gets people to desire the product,” says Nic Jammet, one of Sweetgreen’s three cofounders. He and Nate Ru and Jonathan Neman—the trio are all 34 years old—met as Georgetown University undergrads and launched the chain in 2007. (The trio are among those featured on Fortune's 2019 40 Under 40 list.) “We can’t tell people to eat our food because it’s healthy,” says Jammet. “That’s never going to work. You should want to eat this because you enjoy it, because it physically makes you feel good, because you desire the actual experience.” Feel-good food is a booming business. Food-industry tracking firm Technomic estimates that American salad shops saw sales of more than $686 million in 2018, up from $300?million in 2014. Sweetgreen, whose bowls cost an average of $12 each, is leading the sector with 2018 sales of $158.2 million, according to Technomic. (Sweetgreen declined to comment on sales, as did the rest of the salad makers mentioned in this story.) Also near the front of the pack: Chopt, which slings finely minced salads (2018 sales were an estimated $98.1?million); Tender Greens, which scoops up executive chefs from fine-dining haunts like Gramercy Tavern ($94.2 million); and Dig Inn, which operates a farm that also serves as a produce-innovation lab ($37.8?million). “It’s all about this path to purity,” says David Portalatin, food-industry analyst for the NPD Group, a market research firm. “Consumers want foods that are real, authentic, minimally processed. These companies are meeting those needs for consumers and making it convenient.” But while the salad market is growing, greens are still no match for burgers and fries. Consider McDonald’s, whose 2018 U.S. sales were nearly $8 billion—or more than 10 times the annual sales of America’s top 14 salad shops combined. In that context, it’s perhaps unsurprising that, despite people saying they care about things like eating healthfully and locally, as a majority of respondents did in a recent National Restaurant Association survey, their spending habits don’t always line up. “We see consumers increasingly talking about local, organic, non-GMO, grass-fed, cage-free,” says Portalatin. “They don’t necessarily understand what these terms mean.” America’s flagging appetite for eating out presents a second challenge. According to the NPD Group, the average American ate at a restaurant 185 times last year, down from 209 times in 2008. If that trend continues—as it’s expected to do—the salad slingers will need to steal more “share of stomach” from other types of eateries if they want to expand. The third prong in this fork of foils: Growth creates significant problems for any business, but especially for one that peddles perishable, bacteria-vulnerable goods. “?‘Fresh’ is the most bankable word in food service, but there’s a huge challenge in scaling fresh ingredients at national levels,’?” says Aaron Allen, a consultant whose firm has worked with more than half of the world’s 400 largest restaurant chains. Case in point: Chipotle, whose quest to bring healthier, ingredient-centric Mexican food to the masses was nearly derailed by a multistate E. coli outbreak in 2015 and 2016. There’s also the possibility that, in the rush to expand, a unique, locally focused brand like Sweetgreen loses some of the quirks that made it special in the first place, says Allen. |
去年11月,Sweetgreen宣布獲得2億美元新融資,其估值由此超過10億美元。到今年年底,該公司的餐廳總數(shù)預(yù)計(jì)將增長(zhǎng)到110家,同時(shí)新增約120家“前哨店”,即一些安置在合作辦公場(chǎng)所和辦公室的貨架,上面會(huì)定期補(bǔ)充在線訂購(gòu)的沙拉。今年6月,Sweetgreen宣布了首筆收購(gòu)交易,收購(gòu)對(duì)象是Galley Foods,一家位于華盛頓特區(qū)、專門提供新鮮晚餐的送餐服務(wù)商。這筆交易預(yù)計(jì)將為Sweetgreen帶來(lái)更多的技術(shù)和物流支持,并且有可能最終幫助這家連鎖企業(yè)將其吸引力擴(kuò)展到午餐時(shí)間之外。但是,盡管這家成立12年的公司像野草一樣成長(zhǎng),但創(chuàng)始人知道,單靠搶占地盤是無(wú)法取勝的。(順便說一句,Sweetgreen正在對(duì)野草重新利用:賈梅特目前專注于創(chuàng)建馬齒莧食譜,后者是一種口感香醇的食譜,葉子呈淚滴狀。) 現(xiàn)在,讓我們一起走進(jìn)區(qū)塊鏈?zhǔn)澜纭km然這項(xiàng)技術(shù)經(jīng)常與比特幣及其同類產(chǎn)品聯(lián)系在一起,但從本質(zhì)上講,區(qū)塊鏈可以永久性地記錄有時(shí)間戳的、不可替代的信息。這些信息由多臺(tái)電腦共同維護(hù),可以用來(lái)追蹤金錢、身份——沒錯(cuò),還有食物。因此,盡管在午餐的語(yǔ)境下提到“區(qū)塊鏈”,或許讓人覺得像是濫用科技流行語(yǔ),但能夠提供一個(gè)未經(jīng)過濾的窗口,從而讓你準(zhǔn)確了解你即將放入嘴中的東西,有可能滿足消費(fèi)者的實(shí)際需求。當(dāng)然,我們可以選擇追蹤蔬菜的最佳味道,也可以精確地找出問題所在,比如大腸桿菌爆發(fā)的源頭。在擁有這種能見度之后,這家公司就可以發(fā)展壯大,同時(shí)不會(huì)損害它對(duì)所有小事情和本地元素的專注。正如賈梅特所說,“如果我們能夠?yàn)榛A(chǔ)設(shè)施構(gòu)建實(shí)時(shí)追蹤的能力,我們就不僅可以擴(kuò)大規(guī)模,還能夠繼續(xù)與不同規(guī)模的農(nóng)場(chǎng)合作,這樣我們就可以找到10個(gè)其他的吉姆·沃德”——即Sweetgreen認(rèn)識(shí)并信任的農(nóng)民。 盡管該公司仍然處于讓沙拉愛好者直接觀察其供應(yīng)鏈的早期階段,但這正是聯(lián)合創(chuàng)始人的下一個(gè)目標(biāo)。Sweetgreen計(jì)劃建立沙拉版的達(dá)美樂比薩(Domino’s)追蹤系統(tǒng)——在這個(gè)系統(tǒng)中,有一個(gè)進(jìn)度條記錄訂單從裝配線下線到出貨的過程。“不是‘約翰在煎你的比薩。馬上就來(lái)!’我們的追蹤器會(huì)說:‘嘿,你喜歡西紅柿甘藍(lán)凱撒沙拉。我們知道這一點(diǎn),因?yàn)槟阋郧坝嗊^。這些西紅柿是兩個(gè)月前用這種種子種下的,當(dāng)時(shí)下了很多雨,正因如此,它們超級(jí)甜。在接下來(lái)的兩天,它們會(huì)很好吃的,現(xiàn)在就點(diǎn)吧!’”賈梅特說。 與此同時(shí),Sweetgreen依靠其電子郵件通訊(平均每月發(fā)送6封)讓粉絲們隨時(shí)了解當(dāng)?shù)匚魈m花葉子和有機(jī)胡蘿卜的最新情況,并把客戶介紹給幾十名提供這些沙拉配菜的小農(nóng)戶。今年4月,它的“Open Source”電郵通訊充滿詩(shī)意地描述了阿圖羅·桑切斯在加州沃特森維爾的福羅特牧場(chǎng)(Faurot Ranch)種植的甜菜。桑切斯“1983年從墨西哥越境而來(lái),現(xiàn)在是一位自豪的美國(guó)公民,也是牧場(chǎng)的共同所有人,他正在努力將自己的傳統(tǒng)農(nóng)田完全有機(jī)化。” 饑腸轆轆的上班族真的想要滿滿一收件箱的沙拉信件嗎?Sweetgreen的聯(lián)合創(chuàng)始人內(nèi)特·茹認(rèn)為是這樣。他說:“我們的消費(fèi)者想更深入一層地了解食物來(lái)自于哪里,種植這些蔬菜的農(nóng)民,或土壤健康。而我們的客戶真的很善于理解這些信息。”他補(bǔ)充說,該連鎖店最近對(duì)7000多名顧客進(jìn)行的一系列調(diào)查就是明證。該調(diào)查證實(shí),土壤健康顯然是客戶首要考慮的因素。 賈梅特說:“這就是為什么我們?nèi)绱伺Φ貒@koginut傳遞信息。”他所指的是Sweetgreen與名廚丹·巴伯合作開發(fā)的新一代南瓜。去年秋天,作為口碑營(yíng)銷的一部分,Sweetgreen向忠實(shí)顧客郵寄了100個(gè)排球大小的赤褐色南瓜,這種南瓜“有一個(gè)內(nèi)置的成熟度顯示器,可以實(shí)時(shí)顯示口味最佳時(shí)間。”(換句話說,做好被采摘的準(zhǔn)備時(shí),它會(huì)改變顏色,就像許多生長(zhǎng)的東西一樣。)“我們想創(chuàng)造主要消費(fèi)品牌經(jīng)常創(chuàng)造的那種興奮感,‘讓我們?yōu)槭卟嗽靹?shì),讓它產(chǎn)生一雙耐克鞋經(jīng)常造成的那種轟動(dòng)效應(yīng),因?yàn)閺拈L(zhǎng)遠(yuǎn)來(lái)看,蔬菜更重要。’”賈梅特說。“我們想把這種食物與幸福感、快樂聯(lián)系起來(lái),就像必勝客(Pizza Hut)和麥當(dāng)勞(McDonald’s)等品牌多年來(lái)所做的那樣。” 為此,該公司推出了一項(xiàng)新的顧客滿意度指標(biāo),要求顧客給他們吃的每一份Sweetgreen沙拉評(píng)分。“就像Uber或Lyft一樣,”聯(lián)合創(chuàng)始人尼曼表示。“想象一下,如果你能夠?qū)⑦@些評(píng)分與農(nóng)場(chǎng)聯(lián)系起來(lái),并根據(jù)味道來(lái)判斷哪些原料獲得更高的評(píng)級(jí),你就會(huì)開始明白:特定的農(nóng)場(chǎng)和原料能否提升顧客的幸福感?” |
In November, Sweetgreen announced $200 million in new funding, which boosted its valuation to more than $1 billion. The company is expected to grow to 110 restaurants by the end of the year and operates an additional 120 or so “outposts,” shelves in co--working spaces and offices regularly replenished with salads ordered online. In June, Sweetgreen announced its first acquisition, Galley Foods, a Washington, D.C.–based meal-delivery service specializing in fresh dinners. The deal is expected to provide Sweetgreen with additional tech and logistics expertise—and could eventually help the chain extend its allure beyond the lunch hour. But while the 12-year-old company is growing like a weed (which, by the way, it repurposes: Jammet is currently fixated on recipes for purslane, a meaty weed with teardrop-shape leaves), the founders know they can’t win by land grab alone. Enter blockchain. While the technology is often associated with Bitcoin and its ilk, at its core, a blockchain can offer a permanent record of time-stamped, unfungible information that is maintained across several computers and can be used to track money, identity, and, yes, food. So while in the context of lunch, invoking “blockchain” may feel like tech buzzword overkill, the ability to offer that unfiltered window into what exactly you’re about to put in your mouth has the potential to fill an actual consumer need. There’s the option to track vegetables for peak flavor, certainly, but also the ability to pinpoint problems—like the source of an E. coli outbreak. And with that visibility comes the power to grow without compromising the company’s devotion to all things small and local. As Jammet puts it, “If we can build real-time traceability and tracking into the infrastructure, it allows us to completely scale but keep working with farms of different sizes, so we can find 10 other Jim Wards”—i.e., farmers Sweetgreen knows and trusts. While the company is still in the early stages of letting salad fans in on a direct view into its supply chain, that’s where the cofounders want to go next. Sweetgreen plans to build its own version of Domino’s pizza tracker, in which a progress bar chronicles an order’s journey down the assembly line and out the door. “Instead of ‘John’s flipping your pizza. It’s on its way!’ our tracker will say, ‘Hey, you like the tomato kale caesar. We know because you’ve ordered it before. These tomatoes were planted two months ago with this kind of seed, there was a lot of rain, and because of that, they’re super sweet. They’re great for the next two days, order now!’?” says Jammet. In the meantime, Sweetgreen is relying on its email newsletters—it sends an average of six per month—to keep devotees apprised of the latest on its local broccoli leaves and organic carrots and to introduce customers to the dozens of small farmers who provide those salad fixings. In April, its “Open Source” newsletter waxed poetic about the beets grown on Faurot Ranch in Watsonville, Calif., by Arturo Sanchez, “who crossed the border in 1983 from Mexico” and is now “a proud U.S. citizen and ranch co-owner, working to convert his fields from conventional to completely organic.” Do hungry office workers really want an inbox full of salad missives? Sweetgreen cofounder Nate Ru thinks so. “Our consumers want to double-click one layer deeper into where the food’s coming from, or the farmer that’s involved, or soil health,” which is “something our customers are getting savvy about,” he says. As evidence, he points to a recent series of surveys the chain conducted with more than 7,000 customers, which returned results affirming that, yes, soil health is apparently top of mind. “That’s why we went so hard with the messaging around the koginut,” says Jammet, referring to the new breed of squash Sweetgreen developed with chef Dan Barber. Last fall, Sweetgreen mailed 100 of the auburn volleyball-size squashes to loyal customers as part of a ploy to generate buzz around the gourd, which features a “built-in ripeness indicator for peak flavor.” (In other words, it changes color when ready to be picked, like many things that grow.) “We wanted to create the same kind of excitement that’s created around major consumer brands, like, ‘Let’s create as much hype for a vegetable as a Nike shoe because the vegetable is more important in the long run,’?” says Jammet. “We want to connect this food to happiness, to joy, the way that brands like Pizza Hut and McDonald’s have done for years.” To that end, the company is launching a new customer satisfaction metric that will ask customers to rate every Sweetgreen salad they eat. “Like Uber or Lyft,” says cofounder -Neman. “Imagine being able to correlate that to the farms and to which ingredients get higher ratings based on flavor. You’re able to start to understand: Do certain farms and ingredients create happier customers?” |
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Sweetgreen讓蔬菜變得既可追溯又時(shí)髦,就這方面而言,它或許壟斷了市場(chǎng)。但消費(fèi)者也關(guān)心便利性。雖然Sweetgreen是全美店鋪分布最廣的沙拉連鎖店,但它并非無(wú)處不在。比如,在人口密度較低的美國(guó)中部,當(dāng)?shù)剞r(nóng)產(chǎn)品或許更難采購(gòu),人們可能不太愿意花12美元買一碗生菜。這就是Daily Harvest的切入點(diǎn),該公司采用一種完全不同的方式來(lái)兜售以蔬菜為中心的生活方式。Daily Harvest的創(chuàng)始人雷切爾·德羅里提供純素食,以速凍蔬菜為特色的訂閱式套餐。這些套餐包裝在單獨(dú)的杯子里(其價(jià)格從6.99美元到7.75美元不等),直接發(fā)給客戶,而客戶往往會(huì)在微波爐中將其加熱。因此,盡管她和她的競(jìng)爭(zhēng)對(duì)手Sweetgreen團(tuán)隊(duì)一致認(rèn)為,農(nóng)產(chǎn)品應(yīng)該更容易獲得,但德羅里不認(rèn)為按訂單制作的沙拉能夠達(dá)到這個(gè)標(biāo)準(zhǔn)。 “在一個(gè)主要的城市地區(qū),外賣公司Postmates仍然需要一個(gè)小時(shí)來(lái)遞送我的沙拉。”她斜靠在Daily Harvest位于曼哈頓市中心總部的會(huì)議桌上說。“如果你不是住在大城市,當(dāng)你離開家或辦公室,開車去某個(gè)地方的時(shí)候,就忘了它吧。” 我必須得同意她的觀點(diǎn)。在我們見面之前,我餓了,當(dāng)時(shí)還有15分鐘的空余時(shí)間,我嘗試著從附近的一家Sweetgreen店點(diǎn)一份沙拉。我使用手機(jī)應(yīng)用程序定制了一份含有蘆筍和甜豌豆的“春季布拉塔碗”。我想,我會(huì)像一陣風(fēng)似地走到移動(dòng)取餐柜臺(tái),拿起我的14美元沙拉,狼吞虎咽地吃下,以平息肚子的不滿。然后,我到了付款界面,看到沙拉至少要45分鐘才能夠做好。德羅里會(huì)意地點(diǎn)頭認(rèn)可我的故事,并向我提供Daily Harvest的花椰菜米飯和泡菜碗,這是一種不含谷物的泡菜炒飯,除了發(fā)酵的納伯卷心菜和切得很細(xì)的花椰菜,還包括甘藍(lán)、胡蘿卜、蔥和掌狀紅皮藻(一種富含蛋白質(zhì)和礦物質(zhì)的海藻)。4分鐘后,我不再餓肚子了。 |
Sweetgreen may have cornered the market on making vegetables traceable and trendy, but customers also care about convenience. And while Sweetgreen boasts the largest national footprint of any salad chain, it’s not everywhere—namely, in the center of the country, where population density thins, local produce can be harder to source, and people may be less willing to pay $12 for a bowl of lettuce. This is where Daily Harvest, a company that takes a very different approach to selling the veggie-centric lifestyle, comes in. Daily Harvest founder Rachel Drori offers vegan, subscription-based meals featuring vegetables that are flash-frozen, packaged in individual serving cups (prices range from $6.99 to $7.75), and shipped directly to customers, who typically heat the bowls up in the microwave. So while she and her competitors on team Sweetgreen agree that produce should be more accessible, Drori does not believe a made-to-order salad can hit that mark. “In a major urban area, it still takes Postmates an hour to deliver my salad,” she says, leaning into a conference table in Daily Harvest’s downtown Manhattan headquarters. “And if you don’t live in a major urban area, by the time you leave your home or office and drive somewhere, forget it.” I have to agree with her. Prior to our meeting, hungry and with 15 minutes to spare, I attempted to order a salad from a nearby Sweetgreen. I used the app to customize a “spring burrata bowl” with asparagus and sugar snap peas, thinking I’d breeze by the mobile pickup counter, grab my $14 salad, and scarf down enough of it to quell the growls. Then I got to the payment screen and saw that the salad wouldn’t be ready for 45 minutes (at least). Drori nods knowingly through my story and offers me Daily Harvest’s cauliflower rice and kimchi bowl, a grain-free spin on kimchi fried rice that, in addition to fermented napa cabbage and finely diced cauliflower, includes kale, carrots, green onions, and dulse (a protein- and mineral-rich seaweed). Four minutes later, I am hangry no more. |
Sweetgreen迎合的是那些為了獲得一份適合發(fā)在Instagram的沙拉,愿意付出價(jià)格和時(shí)間溢價(jià)的都市人。德羅里指出,她的目標(biāo)市場(chǎng)受眾則是那些有這樣的想法,但做不到這一點(diǎn)的人,“他們也想去農(nóng)貿(mào)市場(chǎng)購(gòu)買食材來(lái)制作美味佳肴,但做不到這一點(diǎn),因?yàn)樗麄儧]有時(shí)間。” Daily Harvest與世界各地的農(nóng)民合作,為他們提供液氮隧道式速凍設(shè)備,在收獲后幾小時(shí)內(nèi)將作物冷凍起來(lái)。這一過程被稱為單體速凍(IQF),它能夠使Daily Harvest避開構(gòu)成傳統(tǒng)冷凍食品的防腐劑。與Sweetgreen一樣,該公司也在努力優(yōu)化農(nóng)業(yè)生產(chǎn)環(huán)節(jié),不過其戰(zhàn)略有所不同。德羅里說:“我們可以說:‘把你今年不準(zhǔn)備用的東西給我們,讓我們一起測(cè)試一下。’”一位農(nóng)民正在尋找從芹菜中獲得更多產(chǎn)量的方法,她說:“現(xiàn)在我們擁有唯一的芹菜根冷凍供應(yīng)鏈。” 在2014年創(chuàng)辦Daily Harvest之前,德羅里曾經(jīng)先后供職于四季酒店(Four Seasons)、美國(guó)運(yùn)通(American Express)和吉爾特集團(tuán)(Gilt Groupe)。彼時(shí),她厭倦了時(shí)常推遲午餐,等到下午3店才在休息室狂吃生日蛋糕的生活。自那以后,她籌集了4300萬(wàn)美元資金,并在全國(guó)各地積聚了10萬(wàn)多名訂戶,其中一些人生活在Sweetgreen等公司沒有提供服務(wù)的農(nóng)村“食物沙漠”。她說,訂戶的細(xì)目列表形象地反映了美國(guó)人口的布局,即城市、農(nóng)村和郊區(qū),而在這三個(gè)地區(qū),Daily Harvest的客戶群都在增長(zhǎng)。 “在阿肯色州郊區(qū),你買不到海帶面條。”德羅里說。“我們?yōu)槟切┞犝f過海帶面條,但無(wú)法品嘗的人提供服務(wù),因?yàn)榧词乖趤嗰R遜上購(gòu)買,他們也要花60美元買一袋,但不知道該怎么吃。” |
While Sweetgreen caters to an urbanite willing to pay a price and time premium for an Instagram-worthy salad, Drori describes her company’s market as “those who want to but can’t—those who want to go to the farmers’ market and meal prep and make these delicious dishes but can’t because they don’t have time.” Daily Harvest works with farmers around the world, arming them with nitrogen tunnels that freeze produce within hours of harvest. The process is called individual quick freezing, or IQF, and it enables Daily Harvest to eschew the preservative bombs that constitute traditional frozen meals. Like Sweetgreen, the company is trying to optimize farming, though its strategy is different. “We’re able to say, ‘Give us what you’re not going to use this year, and let’s test something together,’?” says Drori. One farmer was looking for a way to get more yield from his celery crop, she says: “Now we have the only frozen supply chain for celery root.” Drori worked for the Four Seasons, American Express, and Gilt Groupe before starting Daily Harvest in 2014, fed up with the routine of postponing lunch and bingeing on break-room birthday cake at 3 p.m. She’s since raised $43 million in funding and ships to more than 100,000 subscribers nationwide, some of whom live in rural “food deserts” not served by Sweetgreen and its ilk. She says the breakdown of subscribers closely mirrors the U.S. population in terms of urban vs. rural vs. suburban, and that Daily Harvest’s customer base is growing in all three areas. “You can’t buy kelp noodles in suburban Arkansas,” says Drori. “We’re serving people who’ve heard of kelp noodles, but they can’t try them because, even if they buy them on Amazon, they’re going to spend $60 on a bag and not know what to do with them.” |
與Sweetgreen類似,前投資銀行家亞當(dāng)·埃斯金于2011年創(chuàng)建的Dig Inn經(jīng)營(yíng)城市餐廳(28家,主要分布在紐約和波士頓),但它與Daily Harvest一樣專注于熟食。埃斯金估計(jì),Dig Inn今年的蔬菜銷量將達(dá)到900萬(wàn)磅,綠葉蔬菜只占“很小的比例,西蘭花、花椰菜和甜土豆的比例要高得多。” 大約20萬(wàn)磅蔬菜來(lái)自于Dig Inn自己的農(nóng)場(chǎng),它位于紐約州切斯特的“黑土區(qū)”,占地16英畝。埃斯金稱這個(gè)農(nóng)場(chǎng)是他的“農(nóng)業(yè)實(shí)驗(yàn)室”。 “我們可以測(cè)試不同的種子,不同的品種:我們正在測(cè)試新型南瓜、辣椒、甜菜和雪豆。”他說。這是一個(gè)“臭鼬工廠”,但它的實(shí)驗(yàn)對(duì)象是農(nóng)作物。這是埃斯金致力于改變蔬菜種植和消費(fèi)方式的體現(xiàn)。“我們對(duì)如何在未來(lái)幾十年重建食品體系,并產(chǎn)生影響的愿景只有一個(gè)詞:蔬菜。如果更多的人能吃到更多的蔬菜,我們都會(huì)過得更好。” 如果有一件事是這些競(jìng)爭(zhēng)對(duì)手能夠達(dá)成共識(shí)的,那就是他們的理念:為更多的人提供更多的蔬菜。盡管區(qū)塊鏈、單體速凍和農(nóng)業(yè)實(shí)驗(yàn)室或許將在一定程度上決定哪一種以蔬菜為中心的未來(lái)生活方式版本將勝出,但終極裁決者仍然是食客的味蕾。就連Sweetgreen的聯(lián)合創(chuàng)始人尼曼也承認(rèn),這意味著“在沙拉之外創(chuàng)造相關(guān)性”。他說,菜單擴(kuò)展是該連鎖店的首要任務(wù),“今天,我們已經(jīng)有一半的食物是熱的。去年我們還測(cè)試了各種口味。”比如花椰菜炸薯球。 在沃德農(nóng)場(chǎng),吉姆·沃德讓周圍的人傳看一張照片:那是五年前農(nóng)場(chǎng)為Sweetgreen的粉絲們舉辦的一場(chǎng)聚餐,彼時(shí)的土壤還遠(yuǎn)遠(yuǎn)沒有安裝區(qū)塊鏈傳感器。餐桌上有酒,有面包,并非只有沙拉。(財(cái)富中文網(wǎng)) 本文另一版本登載于《財(cái)富》雜志2019年7月刊,標(biāo)題為《Sweetgreen:這些沙拉愛好者能夠最終說服美國(guó)人吃蔬菜嗎?》。 譯者:任文科 |
Dig Inn, founded in 2011 by former investment banker Adam Eskin, is similar to Sweetgreen in that it operates urban restaurants (28, mostly in New York and Boston) but shares Daily Harvest’s focus on cooked produce. Eskin estimates that Dig Inn will sell up to 9 million pounds of vegetables this year, with leafy greens representing “a very small percentage. A much larger percentage is broccoli, cauliflower, sweet potatoes.” About 200,000 pounds of vegetables come from Dig Inn’s own farm, a 16-acre plot of land in the “black dirt region” of Chester, N.Y. Eskin calls the farm his “agricultural lab.” “We can test different seeds, different varietals: We’re testing new types of squash, peppers, beets, snow peas,” he says. A skunkworks, but for produce. It’s an embodiment of Eskin’s commitment to change how vegetables are grown and consumed. “Our vision of how to rebuild the food system and have an impact over the next few decades is one word: vegetables,” he says. “If more of us had greater access to vegetables, we’d all be better off.” If there’s one thing these competitors can agree on, it’s probably that ethos: more vegetables, for more people. And while the blockchain, IQF, and ag experimentation may play a role in which version of the veg-centric future wins out, the ultimate arbiter remains eaters’ taste buds. Even Sweetgreen’s Neman will allow that means “creating relevance beyond just salad.” Menu expansion is a top priority for the chain, he says: “Today, already, half of our food is warm. Last year we tested sides,” like broccoli tater tots. Back at Ward’s, the farmer passes around a photo of a sit-down dinner the farm hosted for Sweetgreen fans five years ago, long before there were blockchain sensors in the soil. There was wine, there was bread—there was more than just salad. A version of this article appears in the July 2019 issue of Fortune with the headline “Sweetgreen: Can These Salad Evangelists Persuade America to Finally Eat its Vegetables?” |