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GlobalPowers
ofRetailing2023
Highlightsoverview
March2023
“
Inayearofstrongyear-on-yeargrowthin
retailrevenueacrossthetop250,wesee
thatsustainabilityremainshighonthe
agenda.Severalplayersareworkingon
theresaleofslightlyusedgoodsandwe
seemanytechnology-enabled
innovations.Successfulretailerscombine
technologywiththehumanfactortoprovideoptimalcustomer
experience.AmongtheFastest50,themaindriversofgrowthwerethe
iu”
©2023.Forinformation,contactDeloitteToucheTohmatsuLimited.GlobalPowersofRetailing20232
GlobalPowersofRetailing2023
p.3
Sustainabilityinretail:Thewayforward
p.5
Futureofthestore
p.8
Productsectorbreakdown
p.10
GlobalPowersofRetailing2023
TableofContents
Top10Retailers
p.4
Top10fastestgrowingretailers
p.7
Geographicbreakdown
p.9
Newentrantstothetop250
p.11
©2023.Forinformation,contactDeloitteToucheTohmatsuLimited.GlobalPowersofRetailing20233
CompositeYear-on-Year
RetailRevenueGrowth
Top250RetailerswithForeignOperations
TOP250
HIGHLIGHTS
FY2021
Companieswithretailrevenuegreaterthan
US$4.5billion
madeittothisyear’stop250ranking
ShareofTop250aggregateretailrevenuefromforeignoperations
CompositeNetProfitMargin
Averagenumberof
countrieswhereretailers
haveforeignoperations
CompositeReturnonAssets
GlobalPowersofRetailing2023
61.6%
23.4%
5.9%
4.3%
8.5%
11.4
5.7%
FY2016-2021Retail
RevenueCAGR
USD5.6trillionAggregateRetailRevenueofTop250
USD22.6billionAverageRetailRevenueofTop250
Source:DeloitteToucheTohmatsuLimited.GlobalPowersofRetailing2023.Analysisoffinancialperformanceandoperationsforfiscalyearsendedbetween1July2021to30June2022usingcompanyannualreports,SupermarketNews,ForbesAmerica’slargestprivatecompaniesandothersources.
©2023.Forinformation,contactDeloitteToucheTohmatsuLimited.GlobalPowersofRetailing20234
Keyhighlights
•Thetop10retailersdidnotseeanynewentrantsinFY2021,andsevenoftheretailersretainedtheirpositionfromlastyear.
•JD.comwasthebiggestgaineramongthetop10,advancingtwopositionssincelastyeartoranktotheseventhposition.Italsorecordedthehighestretailrevenuegrowthyear-on-year,aswellaswasthefastestgrowingretailersoveraperiodoffiveyearsamongtheTop10inFY2021.
•Thetop10rankingscontinuedtobedistributedamongUSandGermany-basedretailers,withtheexceptionofJD.com,whichisaChina-basedretailer.
•US-basedretailerWalgreensBootsAllianceandGerman-retailerAldibothfellbyonepositioneachamongtherankings,partiallyoffsetbyJD.com’sdouble-digitretailrevenuegrowthrate.
Top250rank
Countryoforigin
FY2021Retailrevenue(US$billions)
Changeinrank
e:estimate
Top10Retailers
Walmartcontinuestodominatethetop10retailerslist,followedbyAmazonandCostco,whoroundedoffthetopthreerankings;therewerenonewretailersinthelistthisyear,withmajorityofthemretainingtheirpositionsfromlastyear.
1
2
3
4
5
6
7
8
9
10
WALMARTINC.
AMAZON.COM,INC.
COSTCOWHOLESALECORPORATION
SCHWARZGROUP
THEHOMEDEPOT,INC.
THEKROGERCO.
JD.COM
WALGREENSBOOTSALLIANCE,INC.
ALDIEINKAUFGMBH&CO.OHGANDALDIINTERNATIONALSERVICESGMBH&CO.OHG
TARGETCORPORATION
US
US
US
Germany
US
US
China
US
Germany
US
$572.7
$239.1
$195.9
$153.7
$151.1
$136.9
$126.3
$122.0
$120.9e
$104.6
+2
-1
-1
©2023.Forinformation,contactDeloitteToucheTohmatsuLimited.GlobalPowersofRetailing20235
“Ourcommunityisclearlyalready
environmentally-mindedandactivein
sustainableshoppingsolutions,and
wehavebeenexcitedtoseehow
engagedourguestsaretoparticipate
inourlikeNewprogrambothonthe
tradeinandresale.”
MaureenErickson
SeniorVicePresidentGuestInnovation
lululemon
“Wechosetofocusonsupportingthe
supplychaintodecarbonize,onlivestockandregenerativeagriculture,andonprovidingasustainablediverseassortmentthrough,forexample,theshifttomoreplant-basedproteins.”
DaniellaVega
GlobalSrVicePresidentHealth&SustainabilityAholdDelhaize
Sustainabilityinretail:Thewayforward(1/2)
Fourtopicsareemergingasthesteppingstonesforretailerstoadvancetheirsustainabilityefforts
RESALEINRETAIL
•Thegrowingenvironmentalconsciousnessofconsumers,combinedwiththeneedtosavemoneyinthefaceofinflationarypricesaredrivingtheresellingculture.
•MillennialandGenZconsumersareespeciallydrivingtheresellingmarketbyseekingoutsustainablepurchasingoptions.
•Manyretailersareenteringintotheresalemarketbycreatingtheirownplatformstofacilitatebuy-backorpeer-to-peerreselling,orbypartneringwithestablishedresellingcompanies.
SUSTAINABILITYINSUPPLYCHAINS
•Achievingsustainabilityacrossaretailers’supplychainhasbecomemorecritical,withsupplychainoperationscontinuingtoaformalargecomponentofaretailers’GHGemissions.
•RetailersareinvestinginseveralinitiativestoreduceScope1andScope2emissionsbyusingelectricvehiclesfortheirlogisticsoperationsandpurchasingenergyfromrenewablesources.
•Scope3emissions,whicharehardertoreduce,arebeingmitigatedbyintroducingconsumer-facinginitiatives.
©2023.Forinformation,contactDeloitteToucheTohmatsuLimited.GlobalPowersofRetailing20236
“Therearetargetsforthe
sustainablesourcingofcottonand
cellulosefibersby2023.We’re
committedtogathering100%of
ourpolyesterandourlinenfrom
preferredsourcesaswell,by2025.”
JavierLosada
ChiefSustainabilityOfficer
Inditex
“Wearealltacklingthesamechallenges.TheFashionPacthelpsustocollaborateonfindingsolutionsforthesechallenges.”
CarolineLaurie
VicePresidentCorporateResponsibilityBurberry
Sustainabilityinretail:Thewayforward(2/2)
Fourtopicsareemergingasthesteppingstonesforretailerstoadvancetheirsustainabilityefforts
ROLEOFTECHNOLOGY
•TechnologylikeblockchainandArtificialIntelligence(AI)isplayingacriticalroleinhelpingretailersachievetheirsustainabilitygoals,byhelpingtrackprogressofsustainabilityinitiatives,andbymakingexistingprocessesmoreefficientandenvironmentally-friendly.
•Blockchainishelpingimprovetraceabilityofproductsandproductpartsacrosstheentirelifecycletoenableclosed-loopcircularsystems.AIisbeingusedtodesigncircularityintoproductsatthedesignstage,andtomaketrendanddemandforecastingmoreaccuratetoensurelesswastagefromoverstocking.
REGULATIONSANDFRAMEWORKS
•Severalsustainabilityframeworksarebecomingcriticalforretailerstoadhereto,bothtotracktheirprogressaccurately,andtoadheretoguidelinesissuedbyregulatoryauthorities.
•UK-basedpubliccompaniesaremandatedtoreporttheirmetricsaspertheTCFDguidelines.TheEuropeanUnion(EU)hasmadeitcompulsoryforcompanies*operatingintheEUtoreporttheirsustainabilitymetricsaspertheCSRD.
•OtherprominentframeworksincludeTNFD,CDPandSASB.
TCFD:TaskForceonClimate-RelatedFinancialDisclosures|CSRD:CorporateSustainabilityReportingDirective|TNFD:TaskforceonNature-RelatedFinancialDisclosures.|CDP:FormerlytheClimateDisclosureProject*Note:ApplicabletolargeandSMEcompaniesbasedintheEU,andtonon-EUcompanieswithEUturnoverofmorethanEUR150million
©2023.Forinformation,contactDeloitteToucheTohmatsuLimited.GlobalPowersofRetailing20237
Keyhighlights
•HongKong-basede-commerceretailerAlibabatookthetopspotamongthefastestgrowingretailers,withafive-yearCAGRof153.1%betweenFY2016andFY2021.
•ItwasfollowedbyUK-basedconveniencestoreretailerEGGroupinthesecondposition,withaCAGRof75.1%.
•Thetopthreefastestgrowingretailerswereroundedoffbylastyear’sfastestgrowingretailerCoupang,aSouth-Koreanretailerwithafive-yearCAGRof61.7%.
GrowthRank
Countryoforigin
5-yearCAGRoverFY2016-FY2021
Top250rank
FY2021Retailrevenue(US$billions)
e:estimate
Top10fastestgrowingretailers
Thefastest50retailershadacombinedfive-yearCAGRof18.5%betweenFY2016andFY2021,
andayear-on-yearretailrevenuegrowthof20.1%betweenFY2020andFY2021.
1
2
3
4
5
6
7
8
9
10
ALIBABAGROUPHOLDINGLIMITED
EGGROUPLIMITED
COUPANG,INC.
RELIANCERETAILLIMITED
NATURA&CO.HOLDINGS.A.
A101YENIMAĞAZACILIKA.S
WAYFAIRINC.
JDSPORTSFASHIONPLC
DNS
MAGAZINELUIZAS.A.
246
53
236
107
160
183
161
90
29
74
HongKongSAR
UK
SouthKorea
India
Brazil
Turkey
US
UK
Russia
Brazil
$40.6
$4.6
$16.4
$22.8
$7.4
$5.0e
$13.7
$11.3e
$7.6e
$6.5
153.1%
75.1%
61.7%
45.1%
38.4%
35.6%
32.3%
30.2%
30.1%
30.0%
©2023.Forinformation,contactDeloitteToucheTohmatsuLimited.GlobalPowersofRetailing20238
Futureofthestore
Retailexecutivessharehowtheyarere-imaginingthein-storeexperience.
Readthefullinterviewsinthereport.
Customerslovetheirpersonal
experienceatourexperientialstore,
andwe’veensuredthatourdigital
channelssupportthisin-store
experience,ratherthandrive
customersonline.
DonaldMcDonald
Ma”
“
Brickandmortarstoreswilladaptgoingforward,buttheywillalwaysremainimportant,andareactuallyacornerstoneofoure-commerceanddeliverysuccess.
VincentViviers
OmnichannelExecutive
PicknPay
”
“
©2023.Forinformation,contactDeloitteToucheTohmatsuLimited.GlobalPowersofRetailing20239
NorthAmerica
Europe
33.2%
15.7%
France
6.1%
Japan
5.9%
UK
5.6%
China/HK
5.3%
OtherEurope
11.6%
OtherAsiaPacific
4.6%
PercentageshareofTop250retailrevenuebyregionandbytopcountries.
Geographicbreakdown
NorthAmericacontinuedtorepresentthelargestshareoftheTop250retailrevenuecomparedtootherregions,withUScomprising45.7%oftheTop250retailrevenueshare.Europeformedthesecondlargestshare,followedbyAsiaPacific.
AsiaPacific
47.9%
Germany
10.1%
US
45.7%
LatinAmerica
1.8%
Africa/Middleeast
1.3%
100%ofeachcompany’ssalesisaccountedforwithintheregionthatthecompanyisheadquarteredin.
©2023.Forinformation,contactDeloitteToucheTohmatsuLimited.GlobalPowersofRetailing202310
Keyhighlights
Thediversifiedsectorhadthesecondhighestyear-on-yeargrowthrateamongtheTop250retailersat15.6%,andrepresented5.4%oftheTop250shareofretailrevenue.
Diversified
5.4%19
Productsectorbreakdown
TheFMCGsectorcontinuestobethelargestproductsectoramongtheTop250retailersbothintermsofretailrevenueshareandnumberofcompaniesamongtheTop250rankings.
PercentageshareofTop250revenue
Numberofcompanies
Apparelandaccessories
9.3%38
Apparelandaccessorieshadthehighestyear-on-yearretailrevenuegrowthbetweenFY2020andFY2021at31.3%growthrate.
Hardlinesandleisuregoods
21.4%57
HardlinesandleisuregoodsrepresentedthesecondlargestshareoftheTop250retailrevenuefigureat21.4%,andhad57companiesamongtheTop250.
Fast-movingconsumergoods(FMCG)
63.8%136
Fast-movingConsumerGoods(FMCG)continuedtorepresentthelargestshareoftheTop250retailrevenue,comprisingof63.8%ofretailrevenueamongtheTop250.ThesectoralsohadthelargestnumberofcompaniesamongtheTop250at136companies.
©2023.Forinformation,contactDeloitteToucheTohmatsuLimited.GlobalPowersofRetailing202311
36
UK
Hypermarket/supercenter
3.2%
Top250rank
Countryoforigin
Dominantoperationalformat
FY2021YoYRetailrevenuegrowth
US
Non-store
24.4%
131
US
Departmentstore
n/a
141
151
US
Otherspecialty
22.5%
161
Brazil
Otherspecialty
8.8%
163
Australia
Otherspecialty
-0.9%
173
US
Apparel/footwearspecialty
25.3%
Newentrantstothetop250(1/2)
TheTop250retailerssaw15newentrantsthisyear,withmostofthemhailingfromtheUSandUK.
ASDAGROUPLIMITED
CHEWY,INC.
PENNEYOPCOLLC(FORMERLYJ.C.PENNEY)
BATH&BODYWORKS,INC.
NATURA&CO.HOLDINGS.A.
ENDEAVOURGROUP
VICTORIA’SSECRET&CO.
©2023.Forinformation,contactDeloitteToucheTohmatsuLimited.GlobalPowersofRetailing202312
5.0%
208
France
UNITED.BGROUP(FORMERLYHTM-GROUP)
224
33.3%
Otherspecialty
SouthKorea
SHINSEGAEINC.
19.3%
232
Non-store
UK
ASOSPLC
Apparel/footwearspecialty
235
US
33.3%
AMERICANEAGLEOUTFITTERS,INC.
Otherspecialty
25.8%
243
UK
SPECSAVERSGROUP
244
US
Departmentstore
80.8%
NEIMANMARCUSGROUPLTDLLC
Supermarket
Japan
3.2%
245
OKCORPORATION
250
UK
19.6%
T.J.MORRISDBAHOMEBARGAINS
Newentrantstothetop250(2/2)
Thenewentrantscomprisedofcompanieswhowitnessedagrowthinretailrevenue,aswellasthosethathadreenteredtheTop250asaresultofacquisitions,mergersorbankruptcydischarge.
Electronicsspecialty
Top250rank
Countryoforigin
Dominantoperationalformat
FY2021YoYRetailrevenuegrowth
Otherspecialty
©2023.Forinformation,contactDeloitteToucheTohmatsuLimited.GlobalPowersofRetailing202313
ContactUs
TianbingZhang
LydiaChen
Leader
Partner
DeloitteAsiaPacificConsumerProductsandRetailSectors
DeloitteResearch
Email:
tbzhang@
Email:
lydchen@
SunnyJiang
YiHu
SeniorManager
AssistantManager
DeloitteChinaConsumerProductsandRetailSectors
Email:
yihucq@
Email:
sunjiang@
GigiWang
Manager
ConsumerProductsandRetailSectors
Email:
gigwang@
©2023.Forinformation,contactDeloitteToucheTohmatsuLimited.GlobalPowersofRetailing202314
AboutDeloitte
DeloitteChinaprovidesintegratedprofessionalservices,withourlong-termcommitmenttobealeadingcontributortoChina’sreform,opening-upandeconomicdevelopment.Weareagloballyconnected
firmwithdeeprootslocally,ownedbyourpartnersinChina.Withover20,000professionalsacross30Chinesecities,weprovideourclientswithaone-stopshopofferingworld-leadingaudit&assurance,
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