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必需品零售细分板块市值涨幅（%）-行业数据

必需品零售细分板块市值涨幅（%）
必需品零售细分板块市值涨幅（%）
2） 必需品零售板块——零售商整体停滞，沃尔玛 Costco 突出 美国的必需品零售板块中，食品及药品店板块成长性较弱，而大型零售商板块整体实现了30年 10 倍的增长，其中公司之间分化明显，传统的零售商发展停滞不前，以 Costco、沃尔玛代表的性价比折扣商迎来了快速而持续的增长，这和日本发展的规律一致。
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所属报告： 美日消费变迁的启示：经济驱动动能转移消费结构牛市渐起-241206（117页）.pdf
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