美国折扣零售店行业市场前景及投资研究报告-培训课件外文版2024.4

INDUSTRIES

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MARKETSDiscountgrocerystoresintheU.S.CHAPTER

01OverviewRetailrevenueoftheleadingdiscountgroceryretailersworldwidein2021(inbillionU.S.dollars)Globalrankingoftheleadingdiscountgrocersbasedonrevenue2021RevenueinbillionU.S.dollars60

8002040100120140160180SchwarzGroupAldi153.75120.95DollarGeneral34.22X5GroupDollarTree29.8326.3224.7JerónimoMartinsLotteShoppingNorgesGruppenSteinhoffInternationalHoldingsSallingGroup13.5911.710.9910.45GruppoEurospinBMBirleikMaazalarReitan8.077.947.944Description:In2021,theleadingdiscountgroceryretailerworldwidewasSchwarzGroup,witharetailrevenueofcloseto154billionU.S.dollars.Aldi,anotherGermandiscounterchain,followedwitharound121billionU.S.dollarsinrevenue.

ReadmoreNote(s):Worldwide;2021;retailerslabeledasdiscountstoresaccordingtothesourceSource(s):Deloitte;Forbes;SupermarketNewsSalesoftheleadinggeneralmerchandise/discountstorecompaniesworldwidefromMay2022toMay2023(inbillionU.S.dollars)World:salesoftheleadingdiscountstorecompanies2023SalesinbillionU.S.dollars0100200300400500600700WalmartCostcoWholesaleTarget611.29234.39109.12DollarGeneral37.8428.33DollarTreeE-mart22.719.3214.3811.98BJ'sWholesaleClubPanPacificInternationalHoldingsLotteShopping5Description:ThisstatisticdepictsthesalesoftheleadinggeneralmerchandiseanddiscountstorecompaniesworldwideintheyearleadinguptoMay5,2023.Inthatyear,Walmartwasthelargestgeneralmerchandisecompanyintheworldwithabout611billionU.S.dollars'worthofsales.ReadmoreNote(s):Worldwide;12monthspriortoMay5,2023Source(s):ForbesSalesvalueofselecteddiscountgroceryretailersintheUnitedStatesin2022(inbillionU.S.dollars)UnitedStates:salesvalueofselecteddiscountgrocerystores2022SalesinbillionU.S.dollars15

20051025303540DollarGeneralDollarTreeAldi37.8428.3220.57SaveALotGroceryOutlet99CentOnlyMarc's4.93.582.631.731.28Lidl6Description:In2022,DollarGeneralwastheleadingdiscountgroceryretailerintheUnitedStates,withsalesamountingtocloseto38billionU.S.dollars.DollarTreefollowed,withsalesreachingover28billion.Aldi,aGermandiscounterchain,cameinthirdwithsalescloseto21billiondollars..ReadmoreNote(s):UnitedStates;2022Source(s):ProgressiveGrocerPercentagechangeinthesalesvalueofselecteddiscountgroceryretailersintheUnitedStatesin2022UnitedStates:salesvaluegrowthofselecteddiscountgrocerystores2022Salesgrowth8%0%2%4%6%10%12%14%16%18%GroceryOutletLidl16.21%15.91%Marc's13.07%12.99%Aldi99CentOnlyDollarGeneralDollarTreeSaveALot11.66%10.59%7.64%4.26%7Description:In2022,GroceryOutletwastheleadingdiscountgroceryretailerintheUnitedStatesintermsofsalesvaluegrowth,withachangeof16.2percentcomparedtothepreviousyear.Lidl,aGermandiscounterchain,followedwithasalesgrowthof15.9percentcomparedto2021.ReadmoreNote(s):UnitedStates;2022Source(s):ProgressiveGrocerNumberofstoresofselecteddiscountgroceryretailersintheUnitedStatesin2022UnitedStates:numberofstoresofselecteddiscountgrocerystores2022Numberofstores10,00005,00015,00020,00019,10425,000DollarGeneralDollarTreeAldi16,3402,285SaveALotGroceryOutlet99CentOnlyLidl800441391177Marc's

618Description:In2022,DollarGeneralandDollarTreeweretheleadingdiscountgroceryretailerintheUnitedStatesintermsofnumberofstores,with19,104and16,340locationsrespectively.Aldi,aGermandiscounterchain,followedwithatotalof2,285storesacrosstheU.S.ReadmoreNote(s):UnitedStates;2022Source(s):ProgressiveGrocerLeadinggrocerystoresintheUnitedStatesin2022,bymarketshareU.S.:leadinggrocers2022,bymarketshare30%25.2%25%20%15%10%7.1%5.6%4.7%4.4%5%0%3.5%2.3%2.2%1.8%1.8%WalmartCostcoKrogerSam'sClubPublixTargetH-E-BSafewayWholeFoods

DollarGeneral9Description:In2022,theleading10grocerystoresintheUnitedStatesheldcloseto60percentofthetotalindustrymarketshare.Walmartheldthetoppositionwith25.2percent,followedbyCostcoatjustoversevenpercent.

ReadmoreNote(s):UnitedStates;2022Source(s):Axios;CSGSalesshareoffreshfoodsdepartmentsindiscountgroceryintheU.S.from2020to2023DiscountgroceryfreshfoodssalesshareintheU.S.2020-20239%8.1%7.8%7.7%8%7.6%7%6%5%4%3%2%1%0%2020202120222023*10Description:Overthereportedperiod,therewasadeclineinthesalesshareoffreshfoodsdepartmentsindiscountgroceryintheUnitedStates.In2020,discountgroceryaccountedfor8.1percentofallfreshfoodsales,whileby2023,thissharehaddecreasedto7.6percent.ReadmoreNote(s):UnitedStates;2020to2023;*YTDJuly16,2023ReadmoreSource(s):Circana;FMICHAPTER

02KeyfiguresGrocerystoresalesintheUnitedStatesfrom1992to2023(inbillionU.S.dollars)GrocerystoresalesintheU.S.1992-20231,000900800700600500400300200100092

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2312Description:Grocerystoresaleshavegrowndramaticallysincethe90`s.Since1992,saleshavemorethandoubled.ThetotalsalesgeneratedbygrocerystoresintheUnitedStatesin2023amountedto884.8billionU.S.dollars.

ReadmoreNote(s):UnitedStates;1992to2023Source(s):USCensusBureauSupermarketandothergrocerystoresalesintheUnitedStatesfrom1992to2023(inbillionU.S.dollars)U.S.supermarketandothergrocerystoresales1992-2023900800700600500400300200100092

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2313Description:In2023,U.S.supermarketandothergrocerystoresalesamountedtoabout846.4billionU.S.dollars.Thisismorethandoublethesalesamountsthatweregeneratedbackin1992.

ReadmoreNote(s):UnitedStates;1992to2023Source(s):USCensusBureauLeadingsupermarketsintheUnitedStatesin2022,basedonretailsales(inbillionU.S.dollars)LeadingsupermarketsintheU.S.2022,basedonretailsalesSalesinbillionU.S.dollars020406080100120140160TheKrogerCo.AlbertsonsCompaniesRoyalAholdDelhaizeUSAPublixSuperMarketsAldi147.6276.1557.2154.5340.2114Description:KrogerwastheleadingsupermarketintheUnitedStatesin2022,byawidemargin.Ithadnearlydoubletheretailsalesofthenextchain,Albertsons.Foundedin1883inCincinnati,Ohio(whereitisstillheadquartered),byBernardKroger,TheKrogerCo.hasbecomethelargestsupermarketchainintheUnitedStatesandtheoneofthelargestoverallretailers,behindtheretailinggiant,Walmart.ReadmoreNote(s):UnitedStates;2022Source(s):Kantar;NationalRetailFederationSalesgrowthofthefastest-growingfoodandgroceryretailersintheUnitedStatesin2022Salesgrowthofthefastest-growingfoodretailersintheU.S.in2022Salesgrowth10%0%5%15%20%25%NorthgateGonzalezMarketPatelBrothers21.72%21.53%21.43%HMartVillageSuperMarketStaterBros.MarketsChedrauiUSA20.37%19.15%19.05%SuperiorGrocers18.6%CostcoU.S.16.9%LaMichoacanaMeatMarketFreshThymeFarmersMarket16.67%16.28%15Description:In2022,NorthgateGonzalezMarketwasbyfarthefastest-growingU.S.foodandgroceryretailerwithagrowthofapproximately22percentcomparedtothepreviousyear.PatelBrothers.andHMartexperiencedsalesgrowthofabout21.5and21.4percentrespectivelyoverthecourseoftheyear.ReadmoreNote(s):UnitedStates;2022Source(s):ProgressiveGrocerDiscountdepartmentstoresalesintheUnitedStatesfrom1992to2022(inbillionU.S.dollars)UnitedStates:discountdepartmentstoresales1992-202214513512511510595851992199319941995199619971998199920002001200220032004200520062007200820092010201120122013201420152016201720182019202020212022Year16/statistics/197716/annual-discount-department-store-sales-in-the-us-since-1992In2022,salesofdiscountdepartmentstoresintheUnitedStatesreachedover101.8billionU.S.dollars,slightlydownfrom102.2billionrecordedayearearlier.Overall,salesofthesetypeofstoreshaveshownagenerallydownwardtrendsince2001.ReadmoreNote(s):UnitedStates;1992to2022Source(s):USCensusBureauCHAPTER

03KeyplayerssalesRetailsalesofAldiintheUnitedStatesfrom2019to2022(inbillionU.S.dollars)AldisalesintheU.S.2019-2022454040.2137.0134.543531.12302520151050201920202021202218Description:In2022,thediscountsupermarketchainAldireportedretailsalesintheUnitedStatesofapproximately40.2billionU.S.dollars.In2021,thecompanyhadretailsalesamountingtojustover37billionU.S.dollars.ReadmoreNote(s):UnitedStates;2019to2022Source(s):Kantar;NationalRetailFederation;StoresAnnualgrowthinsalesofAldiintheUnitedStatesfrom2019to2022AldisalesgrowthintheU.S.2019-202212%11%10%8%6%4%2%0%8.1%8.1%4.3%202120192020202219Description:In2022,thediscountsupermarketchainAldireportedU.S.salesgrowthof8.1percentoverthepreviousyear.In2021,thecompanygrewatotalof4.3percentcomparedto2020.

ReadmoreNote(s):UnitedStates;2019to2022Source(s):Kantar;NationalRetailFederation;StoresSalesofLidlintheUnitedStatesfrom2018to2022(inmillionU.S.dollars)LidlsalesintheU.S.2018-20221,4001,2751,2001,1001,0251,00080060040020007794922018201920202021202220Description:In2022,thediscountsupermarketchainLidlreportedsalesintheUnitedStatesofapproximately1.3billionU.S.dollars.Thiswasanincreaseofnearly160percentcomparedto2018,whensalesamountedtojustunder500millionU.S.dollars.

ReadmoreNote(s):UnitedStates;2018to2022Source(s):ProgressiveGrocerAnnualgrowthinsalesofLidlintheUnitedStatesfrom2019to2022LidlsalesgrowthintheU.S.2019-202270%58.33%60%50%40%30%20%10%0%31.58%24.39%15.91%202220192020202121Description:In2022,thediscountsupermarketchainLidlrecordedaU.S.salesgrowthofabout16percent.In2021,salesgrowthwasmorethan24percent,whilein2019,itexceeded58percentoverthepreviousyear.

ReadmoreNote(s):UnitedStates;2019to2022Source(s):ProgressiveGrocerGroceryOutlet'snetsalesfrom2016to2022(inbillionU.S.dollars)GroceryOutlet:netsales2016-20224.03.53.583.133.083.02.52.01.51.00.50.02.562.292.081.83201620172018201920202021202222Description:InthefiscalyearendedDecember31,2022,theU.S.discountsupermarket,GlobalOutlet,hadnetsaleswhichamountedtoapproximately3.6billionU.S.dollars.Thiswasasignificantincreaseincomparisontoayearearlier,whennetsalesamountedtoaround3.1billionU.S.dollars.ReadmoreNote(s):UnitedStates;2016to2022;FiscalyearendedDecember31,2022Source(s):GroceryOutletAnnualgrowthinsalesofGroceryOutletintheUnitedStatesfrom2017to2022GroceryOutletsalesgrowth2017-202225%20%15%22.5%16.7%13.3%11.9%10.2%10%5%0%-1.8%2021-5%2017201820192020202223Description:In2022,thediscountsupermarketchainGroceryOutletrecordedanincreaseinsalesofnearly17percent.In2021,salesdecreasedbyjustundertwopercent,whilein2020,salesreachednearly23percentoverthepreviousyear.

ReadmoreNote(s):UnitedStates;2017to2022Source(s):GroceryOutletNetsalesofDollarGeneralintheUnitedStatesfrom2007to2022(inbillionU.S.dollars)DollarGeneral:netsalesintheU.S.2007-2022403530252037.8434.2233.7527.7525.6323.4721.9920.3718.9117.516.0214.8120111510513.04201011.810.59.502007200820092012201320142015201620172018201920202021202224Description:In2022,thecompany'snetsalesamountedtoapproximately37.8billionU.S.dollars,anincreaseofabout10percentfromthepreviousyear.DollarGeneralisachainofdiscountvarietystoresthatoperatesin47U.S.states.

ReadmoreNote(s):UnitedStates;2007to2022Source(s):DollarGeneralAnnualgrowthinsalesofDollarGeneralintheUnitedStatesfrom2017to2022DollarGeneralsalesgrowthintheU.S.2017-202225%20%15%21.6%10.6%9.2%10%5%8.3%20196.8%20171.4%20210%20182020202225Description:In2022,theU.S.discountvarietystorechain,DollarGeneral,recordedasalesgrowthofjustunder11percent.In2021,itssalesgrowthstoodat1.4percent,whilein2017,itcameclosetosevenpercentoverthepreviousyear.

ReadmoreNote(s):UnitedStates;2017to2022Source(s):DollarGeneralCHAPTER

04KeyplayersstoresNumberofAldistoresintheUnitedStatesfrom2011to2024NumberofAldistoresintheUnitedStates2011-20242,5002,3562,3352,2442,1002,0002,0001,5001,0005001,8901,7391,7501,6021,4831,3751,2971,1881,14002011201220132014201520162017201820192020202120222023202427Description:In2011,thediscountgrocerychainAldihad1,140storeintheUnitedStates.ByFebruary2024,thenumberofAldistoresinthecountryhadgrownto2,356locations.ReadmoreNote(s):UnitedStates;2011to2024Source(s):Aldi(AldiSüd)NumberofLidlstoresintheUnitedStatesfrom2019to2024LidlstoresintheU.S.2019-202420017617318016014012010080171170125956040200201920202021202220232024*28Description:In2024,thediscountsupermarketchainLidlhad173storesintheUnitedStates.In2022,thecompanyhadatotalof176locationsintheUnitedStates.ReadmoreNote(s):UnitedStates;2019to2024;*AsofJanuary10,2024Figuresforyearsprior,2021,2020,and2019werefoundinProgressiveGrocer.

ReadmoreSource(s):ProgressiveGrocer;ScrapeHeroNumberofGroceryOutletstoresintheUnitedStatesfrom2019to2022GroceryOutletstores2019-2022500441450400350300250200150100504153803420201920202021202229Description:AsofDecember31,2022,thediscountsupermarketchainGroceryOutlethad441storesintheUnitedStates.Ayearprior,thecompanyhadatotalof415locationsinthecountry.

ReadmoreNote(s):UnitedStates;2019to2022;yearendingDecember31,2022Source(s):GroceryOutletNumberofstoresofDollarGeneralintheUnitedStatesfrom2007to2022DollarGeneral:numberofstoresintheU.S.2007-202225,00019,14720,00015,00010,0005,000018,19017,26616,27815,37014,53413,32012,48311,78911,13210,5069,9379,37220108,82820098,36220088,194200720112012201320142015201620172018201920202021202230Description:DollarGeneralhashadexplosivegrowthoverthedepictedperiod,morethandoublingtheirstorecountfrom8,194to19,147in2022.Infact,DollarGeneralwastheleadingretailerwiththemoststorelocationsintheUnitedStatesin2021.Inthelastyearavailable,DollarGeneral'ssalesexceeded37billionU.S.dollars.DollarGeneralstartedasafamily-ownedbusinesscalledJ.L.Turnerin1939.In1968,thecompanychangeditsnametoDollarGeneralandwaslistedontheNewYorkStock[...]

ReadmoreNote(s):UnitedStates;2007to2022Source(s):DollarGeneralCHAPTER

05BrandpopularityLidlbrandawareness,usage,popularity,loyalty,andbuzzamonggrocerystorecustomersintheUnitedStatesin2023LidlbrandprofileintheUnitedStates202335%33%30%25%20%15%10%5%7%7%5%4%0%LidlawarenessLidlpopularityLidlusageLidlloyaltyLidlbuzz32Description:HowhighisthebrandawarenessofLidlintheUnitedStates?ReadmoreNote(s):UnitedStates;September2023;1206respondents;18-64years;respondentswhousegrocerystoresSource(s):

ConsumerInsightsAldibrandawareness,usage,popularity,loyalty,andbuzzamonggrocerystorecustomersintheUnitedStatesasofSeptember2023AldibrandprofileintheUnitedStates202379%80%70%60%50%40%30%20%10%0%38%34%29%25%AldiawarenessAldipopularityAldiusageAldiloyaltyAldibuzz33Description:HowhighisthebrandawarenessofAldiintheUnitedStates?ReadmoreNote(s):UnitedStates;September2023;1206respondents;18-64years;respondentswhousegrocerystoresSource(s):

ConsumerInsightsYear-over-yeargrowthinmonthlyvisitstoAldiintheUnitedStatesbetweenDecember2021andNovember2023GrowthinmonthlyvisitstoAldiintheU.S.2021-202318%16.6%16%14%12%10%8%13.8%13.8%13.5%13%11.6%11.3%10.8%9.7%9.1%8.5%8.3%7.4%6.8%6.7%6.4%6.2%5.6%6%5.3%5.1%3.7%

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'2334Description:ThediscountgrocerychainAldirecordedthehighestgrowthinvisitstoitsU.S.storesinJuly2022,whenmonthlyvisitsincreasedby16.6percentcomparedtothesameperiodinthepreviousyear.Ontheotherhand,itrecordedthelowestgrowthinfoottrafficinMay2023,whenmonthlyvisitsincreasedby2.9percentoverthepreviousyear.ReadmoreNote(s):UnitedStates;December,2021toNovember,2023Source(s):Placer.aiYear-over-yeargrowthinmonthlyvisitstoLidlintheUnitedStatesbetweenApril2021andMarch2022GrowthinmonthlyvisitstoLidlintheU.S.2021-202240%35.7%34.7%35%30%25%20%15%10%5%33.4%26.5%26.2%25.7%24.3%23%21.4%20.6%16.9%11.9%0%Apr'21May'21Jun'21Jul'21Aug'21Sep'21Oct'21Nov'21Dec'21Jan'22Feb'22Mar'2235Description:ThediscountgrocerychainLidlrecordedthehighestgrowthinvisitstoitsU.S.storesinApril2021,whenmonthlyvisitsincreasedby35.7percentcomparedtothesameperiodinthepreviousyear.Ontheotherhand,itrecordedthelowestgrowthinfoottrafficinMarch2022,whenmonthlyvisitsincreasedby11.9percentoverthepreviousyear.ReadmoreNote(s):UnitedStates;April,2021toMarch,2022Source(s):DerivedFromDataNews;Placer.aiYear-over-yeargrowthinmonthlyvisitstoDollarGeneralintheUnitedStatesbetweenJanuaryandJuly2023GrowthinmonthlyvisitstoDollarGeneralintheU.S.20233.0%2.1%1.8%2.0%1.0%0.0%-1.0%-2.0%-3.0%-4.0%-0.9%-1.4%-1.8%-1.9%Jul'23-3.3%Jan'23Feb'23Mar'23Apr'23May'23Jun'2336Description:ThedollarstorechainDollarGeneralrecordedthehighestgrowthinvisitstoitsU.S.storesinFebruary2023,whenoverallmonthlyvisitsincreasedby2.1percentcomparedtothesameperiodinthepreviousyear.Ontheotherhand,itrecordedthelargestchangeinfoottrafficinAprilofthesameyear,whenoverallmonthlyvisitsdecreasedby3.3percentoverthepreviousyear.ReadmoreNote(s):UnitedStates;JanuarytoJuly,2023Source(s):Placer.aiCHAPTER

06ConsumerbehaviorGroceryshoppingbystoretypeintheU.S.asofDecember2023GroceryshoppingbystoretypeintheU.S.2023Shareofrespondents0%10%20%30%40%50%60%70%SupermarketBakeryordeli69%24%24%DelicounterinsupermarketsDiscountstore21%21%21%Farmer`smarketOnlinestore/onlineretailConveniencestore/kioskOrganicfoodstore20%15%14%DrugstoreSpecialiststore(e.g.,butchershop)Hypermarket11%8%8%MealkitprovidersIdonotbuyfoodorproductsforeverydayuseOther1%4%38Description:"Supermarket"and"Bakeryordeli"arethetoptwoanswersamongU.S.consumersinoursurveyonthesubjectof"Groceryshoppingbystoretype".ReadmoreNote(s):UnitedStates;JanuarytoDecember2023;10046respondents;18-64yearsSource(s):ConsumerInsightsShareofconsumersregularlybuyingfoodandproductsforeverydayuseindiscountstoresintheUnitedStatesin2023,bygenerationShareofdiscountstoresshoppersintheU.S.bygeneration2023Shareofrespondents0%5%10%15%20%GenZMillennials18%23%GenerationXBabyBoomer21%20%39Description:In2023,consumersintheUnitedStatesweresurveyedabouttheirregularfoodandeverydayproductsshoppingdestinations.Amongthosewhoshoppedatdiscountstores,23percentofMillennialsreporteddoingso,whereasthecorrespondingshareforGenZwasonly18percent.ReadmoreNote(s):UnitedStates;January2toDecember15,2023;60,267respondents;18-64years;U.S.onlinepopulation;showstheaverageoffouraggregatedsurveywavescarriedoutin2023Source(s):ConsumerInsightsShareofconsumersregularlybuyingfoodandproductsforeverydayuseindiscountstoresintheUnitedStatesin2023,bygenderShareofregulardiscountstoresshoppersintheU.S.bygender2023Shareofrespondents0%5%10%15%20%Female20%Male21%40Description:In2023,consumersintheUnitedStatesweresurveyedabouttheirregularfoodandeverydayproductsshoppingdestinations.Amongthosewhoshoppedatdiscountstores,21percentofmalerespondentsreporteddoingso,whereasthecorrespondingshareforfemalerespondentswas20percent.ReadmoreNote(s):UnitedStates;January2toDecember15,2023;60,267respondents;18-64years;U.S.onlinepopulation;showstheaverageoffouraggregatedsurveywavesca