(02huiyuan1)MTGlobalTrends现代渠道全球趋势

GLOBALRETAILTRENDS:IMPLICATIONSFORMANUFACTURERS全球零售趋势:对厂商的启示GlobalRetailTrends全球零售趋势Keyissuesforretailers零售商的关键问题Implicationsformanufacturers对厂商的启示Manufacturers’response厂商的回应2Size规模Internationalisation国际化Concentration集中化Multi-channels多渠道Discounters折扣店Privatelabel自有品牌Costreductionstrategies成本降低策略KeyIssuesforGroceryRetailers食品/杂货零售商的关键问题3RetailersAreGettingBigger…零售商日益强大Note:*growthratescalculatedinlocalcurrency备注:*增长率采用本国货币计算Source:M+MPlanetRetailLtd–数据来源:M+MPlant零售有限公司Retailer零售商1999(EURbn)2004(EURbn)%Growth*2004/19992005预测(EURbn)2009预测(EURbn)%Growth*2009预测/2005Wal-Mart沃尔玛1632507927337537Carrefour家乐福7890159512329Metro麦德龙496431699132Ahold英国阿霍德367197667514Tesco乐购315585607932RetailBannerSalesGrowth,1999-2009EURbn有代表性的零售商的销售增长,1999-2009(单位:10亿欧元)4Size规模Internationalisation国际化KeyIssuesforGroceryRetailers食品/杂货零售商的关键问题5RetailersAreBecomingMoreInternational零售商越来越国际化6FormationofInternationalBuyingGroups国际采购机构CarrefourWorldTrade-CWT家乐福世界贸易机构AholdCentralEurope–ACE阿霍德欧洲中央机构Metro–ICA(InternationalCo-operationAgreement)麦德龙国际合作机构Wal-MartGlobalSupplierDevelopmentandGlobalSupplierProcurement沃尔玛全球供应商发展与采购机构7Size规模Internationalisation国际化Concentration集中化KeyIssuesforGroceryRetailers食品/杂货零售商的关键问题8Source:M+MPlanetRetailLtd–űrk4.78.0MetroGroup麦德龙2.36.0Carrefour家乐福1.26.0BIM1.74.3Tesco乐购-3.4Poland波兰1999%2009%Metro麦德龙10.711.7JeronimoMartins4.55.9SchwarzGroup-5.6Carrefour家乐福1.55.1Tesco乐购0.74.29市场份额%波兰土耳其Size规模Internationalisation国际化Concentration集中化Multi-channels多渠道KeyIssuesforGroceryRetailers食品/杂货零售商的关键问题10Multi-ChannelApproach多渠道发展RetailerHypSupDiscC-storeC&CDrugstoreE-commerceWal-Mart沃尔玛•••••Carrefour家乐福••••••Metro麦德龙••••Ahold阿霍德•••••••Tesco乐购••••••11零售商大卖场超市折扣店便利店现金药店电子商务Size规模Internationalisation国际化Concentration集中化Multi-channels多渠道Discounters折扣店KeyIssuesforGroceryRetailers食品/杂货零售商的关键问题12Discounters–RapidSalesandStoreGrowth折扣店:门店数量和销售快速增长Source:M+MPlanetRetailLtd–在欧洲的折扣店单位:百万欧元门店数量countrieswith20.1ormorecountrieswith10.1-20%countrieswith5%orlesscountrieswith5.1-10%14FranceSpainRussiaFinlandRomaniaUKGermanySwedenNorwayPolandUkraineEstoniaLatviaIcelandHungaryCzechRepublicSlovakiaItalyAustriaSwitzerlandCroatiaDenmarkLuxembourgSloveniaCyprusGreecePortugalLithuaniaIrelandNetherlandsBelgiumDiscounters–PenetrationRatesAcrossEurope2009折扣店:2009年欧洲渗透率渗透率≥20.1%的国家渗透率为10.1-20%的国家渗透率为5.1-10%的国家渗透率≤5%的国家Discounters-EvolvingRanges折扣店-品类发展15RiseofTheDiscounters折扣店数量上升“Discountingwillbecomemoreimportant.Supermarketshavegottohaveananswertodiscounters.Theyhavetoharnesstechnologyandbeabletobefull-rangediscounters.Andthereisanopportunitytodothat.”折扣的形式变得越来越重要,超市也不得不对折扣店作出回应.超市必须利用技术手段，将折扣这一形式在全品类推广,超市是有机会这么做的.16TerryLeahy,CEOTesco乐购CEO,特里·莱希Retailers’ResponseToDiscounters零售商对折扣店的回应Privatelabel自有品牌Discountformats折扣店业态Pricewars价格战Costreductionprogrammes-shelfreadypackaging,supplychainefficiencies成本降低项目-货架专用包装(为方便上货而生产的包装形式,可以将整个包装放到货架上)、供应链效率17Size规模Internationalisation国际化Concentration集中化Multi-channels多渠道Discounters折扣店Privatelabel自有品牌KeyIssuesforGroceryRetailers食品/杂货零售商的关键问题18PrivateLabel自有品牌Initiallydevelopedtofendoffthediscounters开发自有品牌是为了避开折扣店的竞争Multi-purposeweapon多功能的武器-tieredpricingstructure多层次的价格体系-brandbuilder品牌建立者-margingenerator利润创造者-brandrationalisation品牌合理化19PrivateLabel–RetailerPenetrationRates%自有品牌-零售商渗透率%20Source:M+MPlanetRetailLtd–阿尔迪(德国)乐购沃尔玛家乐福阿霍德欧尚麦德龙PrivateLabel-CarrefourTieredApproach自有品牌-家乐福产品层级No.1-belowharddiscount第1层级-超低价产品（低品牌关注度）ProductsCarrefourInternational-competeswithharddiscount与低价产品竞争的产品（关注品牌的）Carrefour-standardpricedrange正常价格范围的产品Premiumspecialistranges高附加值产品21Privatelabel-Marginbuilder自有品牌-利润创造者Source:UKCompetitionCommission22+SuppliersCostSaving（来自）供应商方面的费用节省10.6%+LowerSupplierMargin降低供应商毛利18.8%=RetailersPurchaseSaving零售商采购层面的节省29.4%-LowerRetailPrice（可以售卖）较低的零售价格19.3%=HigherRetailMargin（得到）更高的零售毛利10.1%PrivateLabel–BrandsinDanger自有品牌-使众多品牌身处险境ShareofUKCrispMarket英国（饼干）市场的份额23Source:IRI自有品牌其他品牌Size规模Internationalisation国际化Concentration集中化Multi-channels多渠道Discounters折扣店Privatelabel自有品牌Costreductionstrategies成本降低策略KeyIssuesforGroceryRetailers食品/杂货零售商的关键问题24CostReduction成本降低Shelfreadypackaging货架专用包装Supplychainefficiencies供应链效率–RFID(RadioFrequencyIdentification)无线电频率识别技术–Datasharing数据分享–B2Bexchanges企业对企业的电子商务交换平台25CostReduction–ShelfReadyPackaging成本降低-货架专用包装10,000productsinitsSRPinitiativein2005/062005-2006，10,000种产品主动采用了货架专用包装Threekeycriteria:easytorecognise,easytoopenandonetouchshelfreplenishment三个关键标准:容易辩认、容易开箱、容易上货WorkingwithUnileverandMcVities与联合利华和McVities通力合作Lookingtoextendinitiativetochilledandfreshgroceries计划率先扩展至冷冻和生鲜杂货Reductionofhandlingcostsby18%经营费用下降18%26乐购CostReduction–RFID(RadioFrequencyIdentification)成本降低-无线电频率识别技术Phase1launchedNovember2004第一阶段于2004年11月上线Focussedontrackingincomingandoutgoingshipmentsaswellasautomaticreconciliationofshipmentswithshippingdocumentsacrossthreeretailsalesdivisions.在麦德龙的三个部门跟踪产品出/入库