美國(guó)超市行業(yè)市場(chǎng)前景及投資研究報(bào)告-培訓(xùn)課件外文版2024.4沃爾瑪家樂(lè)福大潤(rùn)發(fā)蘇寧

INDUSTRIES

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MARKETSSupermarketsintheU.S.CHAPTER

01MarketoverviewSupermarketandothergrocerystoresalesintheUnitedStatesfrom1992to2023(inbillionU.S.dollars)U.S.supermarketandothergrocerystoresales1992-2023900800700600500400300200100092

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233Description:In2023,U.S.supermarketandothergrocerystoresalesamountedtoabout846.4billionU.S.dollars.Thisismorethandoublethesalesamountsthatweregeneratedbackin1992.

ReadmoreNote(s):UnitedStates;1992to2023Source(s):USCensusBureauSalesshareoffoodandbeverageretailintheUnitedStatesin2022,byformatFood&beverageretailsalesshareintheUnitedStatesin2022,byformatConveniencestores4.6%Specialtyfoodstores2.97%Beer,wine,andliquorstores7.36%Supermarketsandothergrocerystores85.07%4Description:In2022,U.S.foodandbeverageretailersgeneratedabout947billionU.S.dollarsinsales.Supermarketsandothergrocerystorestookthelion'sshareoffoodandbeverageretailstoresaleswithabout85.1percent,whilebeer,wine,andliquorstorestookthesecondhighestshareofsaleswith7.4percent.ReadmoreNote(s):UnitedStates;2022Source(s):USCensusBureauNumberofsupermarketsandothergrocerystoresintheUnitedStatesfrom2017to2021,byemploymentsizeNumberofsupermarketsandgrocerystoresintheU.S.2017-2021,byemploymentsize<5employees5-9employees10-19employees20-99employees100-499employees500+employees70,00060,00050,00040,00030,00020,00010,0000201720182019202020215Description:ThenumberoffoodandbeverageretailstoresintheUnitedStatesin2020amountedtoabout154thousand.Supermarketsandothergrocerystoreswerethemostrepresented,numberingaround62thousand.Ofthese,therewereabout20thousandstoreswithlessthanfiveemployees,whilestoreswithmorethan500employeestotaledjustover22thousand.ReadmoreNote(s):UnitedStates;2017to2021Source(s):USCensusBureauLeadingsupermarketsintheUnitedStatesin2022,basedonretailsales(inbillionU.S.dollars)LeadingsupermarketsintheU.S.2022,basedonretailsalesSalesinbillionU.S.dollars020406080100120140160TheKrogerCo.AlbertsonsCompaniesRoyalAholdDelhaizeUSAPublixSuperMarketsAldi147.6276.1557.2154.5340.216Description:KrogerwastheleadingsupermarketintheUnitedStatesin2022,byawidemargin.Ithadnearlydoubletheretailsalesofthenextchain,Albertsons.Foundedin1883inCincinnati,Ohio(whereitisstillheadquartered),byBernardKroger,TheKrogerCo.hasbecomethelargestsupermarketchainintheUnitedStatesandtheoneofthelargestoverallretailers,behindtheretailinggiant,Walmart.ReadmoreNote(s):UnitedStates;2022Source(s):Kantar;NationalRetailFederationLeadinggrocerystoresintheUnitedStatesin2022,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

DollarGeneral7Description:In2022,theleading10grocerystoresintheUnitedStatesheldcloseto60percentofthetotalindustrymarketshare.Walmartheldthetoppositionwith25.2percent,followedbyCostcoatjustoversevenpercent.

ReadmoreNote(s):UnitedStates;2022Source(s):Axios;CSGCHAPTER

02Companies'salesKroger'stotalsalesintheUnitedStatesfrom2007to2022(inbillionU.S.dollars)Kroger'ssalesintheU.S.2007-2022160140120100148.26137.89132.5123.28121.85

122.29115.34109.83108.4798.3896.6290.3782.0576.0676.6180604020070.2620072008200920102011201220132014201520162017201820192020202120229Description:In2022,Kroger'ssalesamountedtoaround148billionU.S.dollars,upfromthepreviousyear,whentheyamountedtoapproximately138billion.KrogerisasupermarketchainoperatingintheUnitedStates.ItwasfoundedbyBernardKrogerinCincinnati,Ohioin1883.ReadmoreNote(s):UnitedStates;2007to2022Source(s):KrogerNetsalesandotherrevenuesofAlbertsonsCompaniesintheUnitedStatesfrom2015to2022(inbillionU.S.dollars)NetsalesofAlbertsonsCompaniesU.S.2015-2022908077.6571.8969.697062.4660.5359.6859.9258.7360504030201002015201620172018201920202021202210Description:AlbertsonsCompaniesgeneratedapproximately77.65billionU.S.dollarsinsalesandotherrevenuesinthefiscalyearendedFebruary25,2023.Asthesecond-largestsupermarketchaininNorthAmerica,Albertsons'salesfigureswitnessedsteadygrowthovertheyears,increasingfromapproximately58.73billionU.S.dollarsin2015.ReadmoreNote(s):UnitedStates;2015to2022Source(s):AlbertsonsDistributionofAholdDelhaizeGroup'snetsalesworldwidefrom2016to2022,byregionDistributionofAholdDelhaizeGroup'sglobalnetsalesbyregion2016-2022UnitedStatesEurope80%70%60%50%40%30%20%10%0%67.67%63.48%62%61%60.84%59.7%60.12%40.3%39.88%39%39.15%38%36.52%32.33%201620172018201920202021202211Description:In2022,totalnetsalesamountedto87billioneurosthatyear.TheDelhaizeGroupisamultinationalfoodretailer,whichoperatessupermarketsandconveniencestoresonthreecontinents.Thecompanywasfoundedin1867and,asofJuly232016,AholdandtheDelhaizeGroupunderwentamergerwiththecombinedentityrenamedAholdDelhaize.ReadmoreNote(s):Worldwide;2016to2022Source(s):AholdDelhaizeNetsalesofPublixSuperMarketsintheUnitedStatesfrom2015to2022(inbillionU.S.dollars)NetsalesofPublixSuperMarketsU.S.2015-2022605054.54844.938.124036.0934.563432.3630201002015201620172018201920202021202212/statistics/1167242/publix-net-sales-usPublixSuperMarketsgeneratedapproximately54.5billionU.S.dollarsinsalesinthefiscalyearendedDecember31,2022.SalesfiguresforPublixwitnessedsteadygrowthovertheyears,increasingfromapproximately32.36billionU.S.dollarsin2015.ReadmoreNote(s):UnitedStates;2015to2022Source(s):Publix;USSecuritiesandExchangeCommissionRetailsalesofAldiintheUnitedStatesfrom2019to2022(inbillionU.S.dollars)AldisalesintheU.S.2019-2022454040.2137.0134.543531.12302520151050201920202021202213Description:In2022,thediscountsupermarketchainAldireportedretailsalesintheUnitedStatesofapproximately40.2billionU.S.dollars.In2021,thecompanyhadretailsalesamountingtojustover37billionU.S.dollars.ReadmoreNote(s):UnitedStates;2019to2022Source(s):Kantar;NationalRetailFederation;StoresWalmart'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

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264.19238.9220082009201020112012201320142016Year202014Description:WalmartInternational'snetsalesamountedtoaround115billionU.S.dollarsinthefiscalyearendedJanuary31,2024.Anincreaseofabout14milliondollarsfromthepreviousyear.Meanwhile,Sam'sClubhadnetsalesamountingtoabout86.2billionU.S.dollars.Between2021and2022thenetsalesofWalmartInternationalhaddecreasedbynearly21billiondollarsduetotheendofthecompany'soperationsintheUnitedKingdomandJapan.

ReadmoreNote(s):Worldwide;Fiscalyear2008to2024Source(s):WalmartCHAPTER

03Companies'storenumbersKroger'snumberofretailfoodstoresfrom2009to2022Kroger'snumberofstores2009-20223,0002,7962,7822,7782,7642,7572,7422,7262,7192,6402,6252,4692,4602,4352,4242,5002,0001,5001,00050002009201020112012201320142015201620172018201920202021202216Description:AsofJanuary28,2023,Krogeroperated2,719retailfoodstores,areductionfromthe2,726storesin2021.KrogerisasupermarketchainoperatingintheUnitedStates.ItwasfoundedbyBernardKrogerinCincinnati,Ohioin1883.

ReadmoreNote(s):UnitedStates;2009to2022;FiscalyearendsontheSaturdayclosesttoJanuary31Source(s):KrogerNumberofAlbertsonsstoresintheUnitedStatesfrom2017to2022NumberofAlbertsonsstoresU.S.2017-20222,5002,3182,2692,2772,2762,2712,2522,0001,5001,000500020172018201920202021202217Description:AsofFebruary25,2023,AlbertsonsCompaniesoperated2,271storesintheUnitedStates.Thismarksadecreasefromapproximately2,318brick-and-mortarstoresattheendof2017.

ReadmoreNote(s):UnitedStates;2017to2022Source(s):AlbertsonsTotalnumberofAholdDelhaizeGroupstoresintheUnitedStatesfrom2017to2022AholdDelhaizeGroup:totalnumberofstoresintheU.S.2017-20222,5002,0482,0511,9601,9611,9731,9702,0001,5001,000500020172018201920202021202218Description:Asof2022,theAholdDelhaizeGroupoperatedatotalnumber2,051storesintheUnitedStates.TheDelhaizeGroupisamultinationalfoodretailer,whichoperatessupermarketsandconveniencestoresonthreecontinents.Thecompanywasfoundedin1867and,asofJuly23,2016,AholdandtheDelhaizeGroupunderwentamergerwiththecombinedentityrenamedAholdDelhaize.ReadmoreNote(s):Worldwide;2017to2022;*NumberofstoresatendoffiscalyearwhichendsonDecember31eachyear.Datapriorto2021weretakenfrompreviouseditionsofthepublication.

ReadmoreSource(s):AholdDelhaizeNumberofPublixSuperMarketsintheUnitedStatesfrom2015to2022NumberofPublixSuperMarketsstoresU.S.2015-20221,4001,3221,2931,2641,2391,2111,1671,2001,00080060040020001,1361,1142015201620172018201920202021202219Description:AsofDecember31,2022,PublixSuperMarketsoperated1,322storesintheUnitedStates.Thismarksasignificantincreasefromapproximately1,114operatingstoresattheendof2015.

ReadmoreNote(s):UnitedStates;2015to2022Source(s):Publix;USSecuritiesandExchangeCommissionNumberofAldistoresintheUnitedStatesfrom2011to2024NumberofAldistoresintheUnitedStates2011-20242,5002,3562,3352,2442,1002,0002,0001,5001,0005001,8901,7391,7501,6021,4831,3751,2971,1881,14002011201220132014201520162017201820192020202120222023202420Description:In2011,thediscountgrocerychainAldihad1,140storeintheUnitedStates.ByFebruary2024,thenumberofAldistoresinthecountryhadgrownto2,356locations.ReadmoreNote(s):UnitedStates;2011to2024Source(s):Aldi(AldiSüd)NumberofWalmartU.S.storesintheUnitedStatesfromfiscalyear2012to2023,bytypeWalmart:numberofstoresintheU.S.2012-2023,bytypeSupercentersNeighborhoodmarketsDiscountstores6,0005,0004,0003,0002,0001,00004003868133768093747993707993647814157354426674706395084078005612866292103,52220173,56120183,57020193,57120203,57020213,57320223,57220233,40720153,46520163,2883,1583,02920122013201421Description:AsofJanuary31,2023,Walmarthadatotalof3,572supercenterstoresthroughouttheUnitedStatesand781neighborhoodmarkets.ReadmoreNote(s):UnitedStates;Fiscalyear2012to2023Source(s):WalmartCHAPTER

04ConsumerbehaviorCustomersatisfactionwithselectedsupermarketsintheUnitedStatesin2023/2024(indexscore)U.S.consumersatisfactionwithselectedsupermarkets2023/24Customersatisfactionindexscore(100-pointscale)30

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500102060708090H-E-BCostco858585PublixTraderJoe'sSam'sClub(Walmart)Wegmans848382Target828282BJ’sWholesaleClubWholeFoods(Amazon)Aldi81Average7923Description:ThestatisticpresentsdataoncustomersatisfactionwithselectedsupermarketsintheUnitedStatesinthe2023/24.Inthatperiod,atrioofsupermarketsincludingCostco,Publix,andH-E-Bscoredhighestonthecustomersatisfactionindexforsupermarketswitharatingof85,sixpointsabovetheaveragesupermarketratingof76.Theindexscoreisbasedona100-pointscale.

ReadmoreNote(s):UnitedStates;January-December2023Source(s):ACSI?Takingeverythingintoaccount,whichsupermarketisyourfavorite?FavoritesupermarketchainsamongconsumersintheU.S.2023Shareofrespondents0%5%10%15%20%25%KrogerWholeFoodsTraderJoe'sPublix23%14%12%11%AlbertsonsWegmansLidl8%7%5%Other21%24Description:IntheU.S.,Kroger,WholeFoods,andTraderJoe'swerethethreemostpopularsupermarketsamongconsumerssurveyedinJune2023.Krogertoppedtherankingwith23percentofrespondentschoosingitastheirfavoritesupermarketchain.

ReadmoreNote(s):UnitedStates;June20to29,2023;1,000respondents;18-65yearsSource(s):AppinioGroceryshoppingbystoretypeintheU.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%25Description:"Supermarket"and"Bakeryordeli"arethetoptwoanswersamongU.S.consumersinoursurveyonthesubjectof"Groceryshoppingbystoretype".ReadmoreNote(s):UnitedStates;JanuarytoDecember2023;10046respondents;18-64yearsSource(s):ConsumerInsightsHowimportantarethefollowingaspectsinyourchoiceofgrocerystores?ImportanceoffactorswhenchoosingstoresforgroceryshoppingU.S.2023Shareofrespondentssaying"veryimportant"Notimportant(atall)10%RathernotimportantRatherimportant40%(Very)Important50%0%20%30%60%70%80%3%4%StoreenvironmentVarietyoftheproductrangeProximitytomyhome/workplaceOffers/discounts/promotionsOpeninghours19%74%3%5%22%23%24%23%25%70%5%6%5%66%8%63%13%11%53%12%SelectionofbrandedproductsExistingloyaltyprogrammesSelectionofregionalproductsSelectionoforganicproducts15%48%16%15%17%25%45%18%25%25%40%39%16%20%26Description:StoreenvironmentwastheleadingfactorwhenchoosingwhichstoretoshopatforgroceriesamonggroceryshoppersinU.S.householdsinJune2023.Otherleadingfactorsincludedthevarietyoftheproductrange,proximitytohomeandworkplace,andtheoffers,discounts,andpromotionsofferedbythegrocerystore.ReadmoreNote(s):UnitedStates;June20to29,2023;1,000respondents;18-65yearsSource(s):AppinioHowhaveyou/yourhouseholdmostlyshoppedforgroceriesduringthelastsixmonths?Groceriesshoppingchoicebetweenin-storeandonlineintheUnitedStates2022Onlyonline2.2%Mostlyonline7.7%Evensplitbetweeninstoreandonline19%Instoreonly50.6%Mostlyinstore20.5%27Description:AccordingtoasurveycarriedoutinJuly2022intheUnitedStates,approximately51percentofrespondentschosetoshopfortheirgroceries/foodexclusivelyin-store.Aroundoneinfourrespondentsbuysgroceriesforthemostpartinstore,whilejustovertwopercentshopexclusivelyonline.ReadmoreNote(s):UnitedStates;July18,2022;2,000respondents;16yearsandolderSource(s):AttestWhereconsumersusuallypurchasegroceriesintheUnitedStatesinJune2023,byagegroupLocationsconsumerspurchasegroceriesbyageU.S.2023Locallyatthebricks-and-mortarstoresonly70%Mainlyin-store,partlyonlineMainlyonline,partlyin-storeExclusivelyonline61%60%51%48%50%40%30%20%10%0%46%41%39%36%34%31%23%18%17%15%13%12%4%4%3%3%2%18-2425-3435-4445-5455-6528Description:AccordingtoasurveycarriedoutintheUnitedStatesinJune2023,overallthemajorityofeachagegroupusuallypurchasegrocerieslocallyatthebrick-and-mortarstores.Oldershoppersseemedtoshopin-storemorethantheiryoungercounterparts.Some61percentofthoseaged55-65usuallydidtheirgroceryshoppingoffline,whilefourpercentofthoseaged18-24and45-54shoppedexclusivelyonline.ReadmoreNote(s):UnitedStates;June20to29,2023;1,000respondentsSource(s):AppinioThinkingaboutyouraverageshoppingcart,howmuchdoyouspendwhenyougogroceryshopping?ConsumeraverageexpenditureongroceriesintheU.S.2023Shareofrespondents15%0%5%10%20%25%30%35%Upto2020-503%15%51-10031%101-20033%Morethan200Idon-tknow17%2%29Description:AccordingtoasurveycarriedoutinJune2023intheUnitedStates,some33percentofrespondentsstatedthattheyspendonaveragebetween101and200U.S.dollarswhengoinggroceryshopping.Onlythreepercentspendlessthan20dollars,while17percentstatespendingmorethan200.ReadmoreNote(s):UnitedStates;June20to29,2023;1,000respondents;18-65yearsSource(s):AppinioCHAPTER

05OnlinegroceryshoppingMostpopulargrocerieswebsitesintheUnitedStatesinDecember2023,basedonshareofvisitsLeadinggrocerieswebsitesintheU.S.2023,basedonvisitshareShareofvisits4%0%1%2%3%5%6%7%8%9%7.82%7.25%3.31%3.2%2.47%31Description:InDecember2023,Kroger'swebsitewasthemostvisitedwebsiteinthegrocerycategoryinthecountry,accountingfor7.82percentofdesktoptraffic.Instacartfollowedrightbehindwith7.25percentofvisits.

ReadmoreNote(s):UnitedStates;December2023;desktoponly;category:Foodanddrink-GroceriesSource(s):SimilarWebOnlinegrocery&beverageshoppingbystorebrandintheU.S.asofDecember2023Onlinegrocery&beverageshoppingbystorebrandintheU.S.2023Shareofrespondents20%0%10%30%40%50%Walmart53%Amazon/AmazonFresh/AmazonPantry42%CostcoAldi26%21%Instacart21%BlueApronBurpy15%11%11%11%11%DelivEveryPlateHelloFreshStop&ShopFarmsteadFetchRewards9%8%8%32Description:WeaskedU.S.consumersabout"Onlinegrocery&beverageshoppingbystorebrand"andfoundthat"Walmart"takesthetopspot,while"Getir"isattheotherendoftheranking.ReadmoreNote(s):UnitedStates;JanuarytoDecember2023;5937respondents;18-64years;respondentswhoorderedgroceriesorbeverages