中国零售趋势与洞察.pdf

1、Chinese Retail Trends and InsightPatti Sun Macroeconomy in China Top Trends in China Modern Retail Rapid Expansion of Membership Stores Evolution of Hyper/Supermarkets Accelerated Development of Real-time Retail Rise of Regional Retailers Summary&ImplicationsAGENDASources:China Economic information

2、network,China Development Forum,McKinsey China Consumer Report,Kantar Macroeconomy In China104,2126118,912786,794,7808590951001051101151201251302010-022011-022012-022013-022014-022015-022016-022017-022018-022019-022020-022021-022022-022022-042022-122023-012023-02Consumer Confidence Index2022 was a y

3、ear greatly impacted by the epidemic in China.Since China reopened in December of that year,the consumer confidence index has been steadily growing.China Development Forum China accounts for around a third of global growth in 2023.IMF upgraded its growth projection for China in 2023 from 4.4%to 5.2%

4、in January 2023.If,and when,consumers bounce back,they will certainly have a lot of money to spend.Potential of Consumption58%of urban households indicated their desire to“put money away for a rainy day“Top Trends in China Modern RetailEvolution of Hyper/supermarketRapid expansion of the membership

5、storeRise of regional retailers Accelerated development of Real-time RetailSources:CCFA 2022 Retail chain industry hot topicRapid Expansion of Membership StoresRapid Expansion of Membership StoresSams ClubCostcoEntered China in 1996,First store in Shenzhen.Entered China in 2019,First store in Shangh

6、ai.42Stores3 stores25cities2Cities(Shanghai&Suzhou)260/year 299/yearAmong Global Top 10 Sams club 4 are from China.Rapid penetration to T2-T3 Cities,opened 19 stores in recent 3yrs.2023 Plan to open 4 stores.Sources:iiMedia Research168152336420510152025303540451996 2001 2013 2016 2019 2021 2022Sams