美国仓储会员店Warehouse Clubs市场前景及投资研究报告-外文版培训课件山姆沃尔玛

INDUSTRIES

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MARKETSWarehouseClubsintheUnitedStatesCHAPTER

01OverviewWarehouseclubsandsupercenterstoresalesintheUnitedStatesfrom1992to2022(inbillionU.S.dollars)UnitedStates:warehouseclubsandsupercenterstoresales1992-202270060050040030020010001992199319941995199619971998199920002001200220032004200520062007200820092010201120122013201420152016201720182019202020212022Year3/statistics/1232143/annual-warehouse-clubs-and-supercenters-store-sales-in-the-us-since-1992In2022,U.S.warehouseandsupercenterstoresalesintheUnitedStatesreachedmorethan626billionU.S.dollars,upfrom570billionregisteredayearearlier.Meanwhile,departmentstoresalesamountedto136billionU.S.dollarsthatyear.

ReadmoreNote(s):UnitedStates;1992to2022Source(s):USCensusBureauMonthlyretailsalesofwarehouseclubsandsuperstoresintheUnitedStatesfrom2017to2023(inmillionU.S.dollars)UnitedStates:warehouseclubandsuperstoremonthlysales2017-202370,00065,00060,00055,00050,00045,00040,00035,00030,0004Description:InDecember2023,UnitedStateswarehouseclubsandsuperstoressaleswereestimatedtoreach64.4billionU.S.dollars,upfrom61.8billionattainedthesamemonthayearbefore.CostcoandSam'sClubaretwoofthebiggestwarehouseclubretailersintheUnitedStates.ReadmoreNote(s):UnitedStates;January2017toDecember2023;dataisseasonallyunadjusted;*Estimatedfigure.ReadmoreSource(s):USCensusBureauNumberofemployeesinwarehouseclubsandsupercentersintheUnitedStatesfrom2018to2023UnitedStates:peopleemployedinwarehouseclubsandsupercenters2018-20232,000,0001,800,0001,717,2681,704,9871,689,6421,629,6021,531,1031,600,0001,400,0001,200,0001,000,000800,000600,000400,000200,00001,507,7902018201920202021202220235Description:Asof2023,therewereover1.7millionemployeesworkingatwarehouseclubsandsupercentersintheUnitedStates,slightlymorethanayearearlier.WarehouseclubsconsistsofretailerssuchasSam'sClub(operatedbyWalmart),andCostcoCorporation.OthercompetitorsonasmallerscaleincludeBJ'sWholesaleClub.ReadmoreNote(s):UnitedStates;2018to2023Source(s):IBISWorldNumberofretailstoresoperatedbyselecteddiscountstoresandwarehouseclubsintheUnitedStatesin2023UnitedStates:storesoperatedbydiscountstoresandwarehouseclubs202325,00019,48820,00015,00010,0005,000016,4761,422600591238DollarGeneral¹DollarTree²BigLots³Sam'sClub⁴Costco⁵BJ's⁶6Description:In2023,thenumberofretailstoresoperatedbyDollarGeneralintheUnitedStatesstoodat19,488.DollarTreehadthesecondmoststoresofallU.S.discountstoresandwarehouseclubswith16,476storesthatyear.

ReadmoreNote(s):UnitedStates;2023Source(s):VarioussourcesLeading100retailersintheUnitedStatesin2022,basedonU.S.retailsales(inbillionU.S.dollars)UnitedStates:top100retailers2022,byU.S.retailsalesRetailsalesinbillionU.S.dollars050100150200250300350400450500550WalmartA499.65232.46CostcoWholesaleTheKrogerCo.TheHomeDepot164.15147.62145.94Target107.59106.18CVSHealthCorporationWalgreensBootsAllianceLowe'sCompaniesAlbertsonsCompaniesAppleStores/iTunesRoyalAholdDelhaizeUSAPublixSuperMarkets103.9189.2876.1570.6457.2154.537Description:Thisrankingdepictstheleading100Americanretailersin2022,basedonU.S.retailsales.Onceagain,WalmartwastheleadingAmericanretailer.Thatyear,thecompanyaccountedforretailsalesofabout500billionU.S.dollars.

ReadmoreNote(s):UnitedStates;2022Source(s):Kantar;NationalRetailFederationCHAPTER

02KeyplayersNetsalesofCostcoworldwidefrom2011to2023(inmillionU.S.dollars)Costco:netsalesworldwide2011-2023250,000200,000150,000100,00050,0000237,710222,730192,052163,220149,351138,434126,172116,073113,666110,212102,87097,06287,04820112012*20132014201520162017*201820192020202120222023*9Description:Overthelastseveralyears,Costcohasseenayearlyincreaseinitsglobalnetsales,risingfrom110.2billionU.S.dollarsin2014to237.7billionU.S.dollarsby2023.Costcohasmadeanameforitselfworldwideasamembers-onlywholesaleretailerwithwarehousestylestores.ReadmoreNote(s):Worldwide;2011to2023;*53-weekfiscalyear.

FiscalyearendsontheSundaynearesttoAugust31ofeachyear.Figurespriorto2021weretakenfrompreviousannualreports.

ReadmoreSource(s):CostcoNumberofCostcowarehousesintheUnitedStatesin2023,bystateCostco:numberofwarehousesintheU.S.2023,bystateNumberofwarehouses020406080100120140160CaliforniaTexas13538WashingtonFlorida3331IllinoisNewJerseyArizonaNewYorkGeorgiaVirginiaMichiganColoradoUtah23212019171716161410Description:Costco,thewarehouseshoppingclub,continuedtogrowin2023with600locationsintheUnitedStates.In2023,thewarehouseclubhad135storesinthestateofCalifornia,butonlyonestoreinArkansas,Delaware,Maine,Mississippi,NewHampshire,SouthDakota,Vermont,andWashingtonD.C.ItstillhadnopresenceinRhodeIsland,WestVirginia,andWyomingReadmoreNote(s):UnitedStates;2023;fiscalyearendsontheSundaynearesttoAugust31ofeachyearSource(s):CostcoWalmart'snetsalesworldwidefromfiscalyear2008to2024,bydivision(inbillionU.S.dollars)Walmart:netsalesworldwideFY2008-FY2024,bydivisionWalmartU.S.WalmartInternationalSam'sClub*70060086.1884.3573.5663.91500114.6458.7957.84100.9859.2258.0256.8357.3757.16136.51100.9656.42121.3653.84003002001000120.1349.46120.8247.9896.1447.8197.41118.07116.12136.16

123.4144.3490.57134.75125.44109.23441.822024420.552023393.252022369.962021341331.672019318.482018307.832017298.38274.43

279.41288.052015256.97

259.92

260.26

264.19238.9220082009201020112012201320142016Year202011Description:WalmartInternational'snetsalesamountedtoaround115billionU.S.dollarsinthefiscalyearendedJanuary31,2024.Anincreaseofabout14milliondollarsfromthepreviousyear.Meanwhile,Sam'sClubhadnetsalesamountingtoabout86.2billionU.S.dollars.Between2021and2022thenetsalesofWalmartInternationalhaddecreasedbynearly21billiondollarsduetotheendofthecompany'soperationsintheUnitedKingdomandJapan.

ReadmoreNote(s):Worldwide;Fiscalyear2008to2024Source(s):WalmartNumberofstoresofSam'sClubintheUnitedStatesasofJanuary2023,bystateSam'sClub:numberofwarehouseclubsintheU.S.2023,bystateNumberofstores4001020305060708090TexasFlorida8246CaliforniaOhio3027IllinoisPennsylvaniaGeorgiaMichiganNorthCarolinaMissouri252424232219ColoradoVirginiaTennessee17151412Description:AsofJanuary2023,Sam'sClubregistered600locationsacrosstheUnitedStates,ofwhich46warehouseswerelocatedinthestateofFlorida.Inthatsameyear,BJ'sWholesaleClub,anotherwholesaleclubinthecountry,had35locationsinthesamestate.Sam'sClubisachainofmembership-onlyretailwarehouseclubsownedandoperatedbyWalmart.ReadmoreNote(s):UnitedStates;2023;fiscalyearendedJanuary31,2023Source(s):WalmartNetsalesofBJ'sWholesaleClubintheUnitedStatesfromfiscalyear2015to2023(inbillionU.S.dollars)BJ's:netsalesintheUnitedStatesFY2015-FY2023252019.5518.9216.3115.11512.8912.7212.512.2212.1105020152016201720182019202020212022202313Description:Infiscalyear2023,BJ'sWholesaleClubregisterednetsalesofaround19.6billionU.S.dollars,upfrom18.9billionayearbefore.Thisrepresentsanincreaseofapproximatelythreepercentincomparisontoayearearlier.Incontrast,CostcoCorporationnetsales,BJ'smaincompetitor,amountedtoover222billionU.S.dollarsinthatyear.ReadmoreNote(s):UnitedStates;2015to2023*;*fiscalyearendedFebruary3,2024Source(s):BJ'sNumberofstoresofBJ'sWholesaleClubintheUnitedStatesasofFebruary2024,bystateBJ's:numberofwarehouseclubsintheU.S.2024,bystateNumberofstores2505101520303540455055NewYorkFlorida4937MassachussettsNewJerseyPennsylvaniaVirginia25231914ConnecticutMaryland1312NorthCarolinaOhio98NewHampshireGeorgia76Michigan514Description:AsofFebruary2024,BJ'sWholesaleClubregistered243locationsacrosstheUnitedStates,ofwhich49warehouseswerelocatedinthestateofNewYork.Inthatsameyear,Sam'sClub,oneofBJ'smaincompetitors,hadnearly600locationsmainlyintheUnitedStates.Sam'sClubisachainofmembership-onlyretailwarehouseclubsownedandoperatedbyWalmart.ReadmoreNote(s):UnitedStates;2024;fiscalyearendedFebruary3,2024Source(s):BJ'sCHAPTER

03MembershipsAnnualmembershipfeecostofCostcointheUnitedStatesasof2023,bytype(inU.S.dollars)Costco:membershipfeecostU.S.2023,bytype1401201201008060402006060ExecutivemembershipGoldStarBusiness16Description:AsofNovember2023,theannualcostofaCostco'sexecutivemembershipwas120U.S.dollars.Meanwhile,abusinessmembershipcost60U.S.dollars.TheexecutivemembershipisvalidatallCostcolocationsworldwide,andincludesbenefitsonselectedCostcotravelproducts,amongotherbenefits.ReadmoreNote(s):Worldwide;AsofNovember2023Source(s):CostcoMembershipfeerevenueofCostcoworldwidefrom2018to2023(inbillionU.S.dollars)Costco:membershipfeerevenueglobally2018-20235.04.54.04.584.223.883.543.353.53.02.52.01.51.00.50.03.1420182019202020212022202317Description:In2023,theglobalmembershipfeerevenueofCostcoamountedto4.58billionU.S.dollars.Inthetwopreviousyears,thatfigureamountedto4.22billionand3.88billionrespectively.Incontrast,Sam'sClubmembershiprevenueamountedto2.6billionU.S.dollarsin2023.ReadmoreNote(s):Worldwide,NorthAmerica;2018to2023;fiscalyearendsontheSundayclosesttoAugust31Source(s):CostcoAnnualmembershipfeecostofSam'sClubintheUnitedStatesasofJanuary2024,bytype(inU.S.dollars)Sam'sClub:membershipfeecostU.S.2024,bytype12011010080604020050PlusMembershipClubMembership18Description:Infiscalyear2024,theannualcostofaSam'sClubPlusMembershipwas110U.S.dollars.AClubMembershipfeeamountedto50U.S.dollarsthatyear.Thewarehousecluboffersgroceryandconsumables,fuelandtobacco,homeandapparelmerchandise,consumerelectronicsandhealthandwellnessproducts.Sam'sCluboperatesin44statesintheU.S.andPuertoRico.ReadmoreNote(s):UnitedStates;2024;fiscalyearendedJanuary31,2024Source(s):WalmartMembershipfeerevenueofSam'sClub(Walmart)worldwidefrom2018to2024(inbillionU.S.dollars)Walmart:membershipfeerevenueworldwide2018-20243.53.02.52.03.12.62.21.71.51.41.41.51.00.50.0201820192020202120222023202419Description:InfiscalyearendedJanuary2024,themembershipfeerevenueofWalmartamountedtoaround3.1billionU.S.dollarsworldwide.Inthetwopreviousyears,thatfigureamountedto2.6and2.2billionU.S.dollarsrespectively.Walmart'smembershiprevenueisobtainedthroughSam'sClubwarehouses.Sam'sClubbrandoperatestwotypesofmemberships:plusandclubmembership.

ReadmoreNote(s):Worldwide;2018to2024Source(s):WalmartAnnualmembershipfeecostofBJ'sWholesaleClubintheUnitedStatesasofFebruary2024,bytype(inU.S.dollars)BJ's:membershipfeecostU.S.FY2024,bytype12011010080604020055Club+membershipClubCardmembership20Description:AsofFebruary2024,theannualcostofaBJ'sClub+membershipwas110U.S.dollars.Incontrast,aClubCardmembershipfeeamountedto55U.S.dollarsthatyear.BJ’sClub+schemeoffersmemberstheopportunitytoearn2percentcashbackonmostin-clubandpurchases.ReadmoreNote(s):UnitedStates;2024;fiscalyearendedFebruary3,2024Source(s):BJ'sMembershipfeerevenueofBJ'sWholesaleClubworldwidefromfiscalyear2017to2023(inmillionU.S.dollars)BJ's:membershipfeerevenueintheU.S.FY2017-FY2023450400420.68396.73360.9435030025020015010050333.1302.15282.89258.590201720182019202020212022202321Description:Infiscalyear2023,themembershipfeerevenueofBJ'sWholesaleClubintheUnitedStatesamountedto420.7millionU.S.dollars.Inthepreviousyear,thatfigureamountedtonearly397milliondollars.

ReadmoreNote(s):UnitedStates;fiscalyear2017to2023*;*fiscalyearendedFebruary3,2024Source(s):BJ'sCHAPTER

04ConsumerbehaviorGroceryshoppingbystoretypeintheU.S.asofMarch2024GroceryshoppingbystoretypeintheU.S.2024Shareofrespondents0%10%20%30%40%50%60%70%Supermarket69%Superstore/big-boxstore(onlyshowntorespondentsintheUnitedStates)33%BakeryordeliDelicounterinsupermarketsWarehouseclub(onlyshowntorespondentsintheUnitedStates)Farmer’smarket23%23%21%20%20%19%19%Onlinestore/onlineretailConveniencestore/kioskDiscountstoreOrganicfoodstore14%13%11%DrugstoreSpecialiststore(e.g.,butchershop)Hypermarket8%23Description:"Supermarket"and"Superstore/big-boxstore(onlyshowntorespondentsintheUnitedStates)"arethetoptwoanswersamongU.S.consumersinoursurveyonthesubjectof"Groceryshoppingbystoretype".

ReadmoreNote(s):UnitedStates;April2023toMarch2024;10051respondents;18-64yearsSource(s):ConsumerInsightsCustomersatisfactionwithselectedsupermarketsintheUnitedStatesin2023/2024(indexscore)U.S.consumersatisfactionwithselectedsupermarkets2023/24Customersatisfactionindexscore(100-pointscale)30

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500102060708090H-E-BCostco858585PublixTraderJoe'sSam'sClub(Walmart)Wegmans848382Target828282BJ’sWholesaleClubWholeFoods(Amazon)Aldi81Average7924Description:ThestatisticpresentsdataoncustomersatisfactionwithselectedsupermarketsintheUnitedStatesinthe2023/24.Inthatperiod,atrioofsupermarketsincludingCostco,Publix,andH-E-Bscoredhighestonthecustomersatisfactionindexforsupermarketswitharatingof85,sixpointsabovetheaveragesupermarketratingof76.Theindexscoreisbasedona100-pointscale.

ReadmoreNote(s):UnitedStates;January-December2023Source(s):ACSI®ConsumersatisfactioninselecteddepartmentanddiscountstoresintheUnitedStatesin2023(indexscore)UnitedStates:consumersatisfactionselecteddepartmentanddiscountstores2023Consumersatisfactionindexscore(100-pointscale)30

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500102060708090CostcoMacy's8282Target818180Sam'sClub(Walmart)BJ'sWholesaleClubBelk797979TJX(Marshalls,TJMaxx)Kohl'sBigLotsJCPenneyBurlington78777676MeijerDillard's7425Description:In2023,CostcoandMacy'sscoredhighestontheconsumersatisfactionindexfordepartmentanddiscountstoresintheUnitedStateswitharatingof82,fivepointsabovetheaverageratingof77.Theindexscoreisbasedona100-pointscale.

ReadmoreNote(s):UnitedStates;JanuarytoDecember2023Source(s):ACSI®Costcobrandawareness,usage,popularity,loyalty,andbuzzamongonlinegrocerydeliveryusersintheUnitedStatesin2023CostcobrandprofileintheUnitedStates202380%80%70%60%50%40%30%20%10%0%26%22%22%17%CostcoawarenessCostcopopularityCostcousageCostcoloyaltyCostcobuzz26Description:HowhighisthebrandawarenessofCostcointheUnitedStates?Whenitcomestoonlinegrocerydeliveryusers,brandawarenessofCostcoisat80percentintheUnitedStates.Thesurveywasconductedusingtheconceptofaidedbrandrecognition,showingrespondentsboththebrand'slogoandthewrittenbrandname.HowpopularisCostcointheUnitedStates?Intotal,26percentofU.S.onlinegrocerydeliveryuserssaytheylikeCostc