德國折扣雜貨商店市場前景及投資研究報告-培訓課件外文版2024.6拼多多temu1688

INDUSTRIES

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MARKETSDiscountgrocerystoresinGermanyCHAPTER

01FoodretailNetrevenueofleadingfoodretailcompaniesinGermanyin2022(inbillioneuros)NetrevenueofleadingfoodretailcompaniesinGermany2022Netrevenueinbillioneuros300102040506070Edeka-GruppeSchwarz-GruppeRewe-GruppeAldi-Gruppedm-DrogeriemarktRossmann61.6346.737.3531.718.628.45NormaGlobus3.93.52.951.68MüllerBartels-Langness-GruppeBünting1.621.6Dohle/HITMeinReal1.523Description:TheGermanEdekaGrouprecordedatotalnetrevenueofaround61.6billioneurosin2022.OthersuccessfulfoodretailcompaniesincludedtheSchwarzGroup,whichownsfoodretailbrandsKauflandandLidl,witharound46.7billioneurosinnetrevenue.ReadmoreNote(s):Germany;2022;TotalrevenueSource(s):EHIRetailInstituteRevenuedevelopmentinfoodretailinGermanyin2022and2023,bydistributiontypeRevenuedevelopmentinfoodretailinGermany2022-2023,bydistribution14%12%12%10%8%11.5%10.3%7.5%6.6%6.2%6%4%2%0.3%Self-servicestores

Foodretailfullrange

Specialistretailers0%E-commerceDrugstoresDiscountersFoodretailtotal4Description:During2022and2023,fooddiscountersinGermanyrecordeda10.3percentincreaseinrevenue.Germanfoodretailingeneralrecordedanincreaseofaround7.5percent.

ReadmoreNote(s):Germany;2022and2023Source(s):GfKMostpopularhypermarketsinGermanyin2023MostpopularhypermarketsinGermany2023Shareofrespondents0%5%10%15%20%25%30%35%AldiEdekaLidl33%30%24%Rewe24%Kaufland19%5Description:ThisstatisticshowstheresultsofasurveyonthemostpopularhypermarketsinGermanyin2023.Thatyear,30percentofrespondentsstatedtheytookcareofmostoftheirgroceryshoppingneedsatEdeka.

ReadmoreNote(s):Germany;ApriltoJune2023;1,000respondents;18-69years;TwoanswerspossibleSource(s):IMKGmbH;MDRMediaNumberofsalesoutletsinfoodretailtradeinGermanyfrom2006to2022,bytypeofretailerNumberoffoodretailoutletsinGermany2006-2022,byretailertypeTraditionalfoodretailersSupermarketsDiscounters(excl.Aldi)Aldi60,00050,0004,1004,1504,2004,25040,00030,00020,00010,000010,7004,27510,9604,3004,30011,2504,2754,2504,2504,2304,1854,15511,5004,1404,2504,1954,2057,93011,65011,9008,01012,00011,95511,87011,8658,26011,90012,0609,14011,92512,03511,755

11,76011,7808,5108,6358,6508,6858,7658,8908,9709,0259,1009,1709,1059,15526,87020069,16023,930200721,190200818,580200916,315201014,650201113,315201212,180201311,470

10,8002014

201510,290

9,9002016

20179,85020189,59020199,27020208,95520218,79020226Description:ThisstatisticillustratesthenumberofsalesoutletsinfoodretailtradeinGermanyfrom2006to2022,brokendownbytypeofretailer.Itshowsthatthenumberofsupermarketssteadilyincreasedoverthecourseofthattimeperiodwith9,160supermarketslistedin2022.ReadmoreNote(s):Germany;2006to2022;AsofJanuary1eachyearSource(s):IRINumberofstoresinfoodretailinGermanyin2016and2022,bytypeofbusinessNumberoffoodretailstoresinGermanyin2016and2022,bytypeofbusinessNumberofstores2022

201620,000010,0009,16030,00040,00050,00048,07560,000FoodretailtotalDiscounters(excl.Aldi)Consumermarkets52,39511,78011,9009,0258,790Traditionalfoodretail10,2908,760BeveragecashandcarrymarketsSpecializeddrugstores*Aldi9,9505,0406,4504,2054,230340Cash&carrybusinesses**Storesanddepartmentstores***3701807Description:In2022,Germanycountedatotalof48,075foodretailstores.Ofthese,11,780werediscounters(dataexcludesAldi).Bothnumbershaddecreasedcomparedto2016.

ReadmoreNote(s):Germany;2016and2022;AsofJanuary1eachyear;*Until2018:specialistperfumeriesanddrugstoremarkets(excludingdrugstores).From2019:onlyspecialistdrugstoreretail,excludingperfumeries.**Cash&carrymarkets:onlyfood[...]

ReadmoreSource(s):IRIRevenueshareofprivatelabelsinfoodretailinGermanyin2022,byproductgroupPrivatelabelrevenueshareinfoodretailinGermany2022,byproductShare

in

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revenueFoodtotal41.1%64.3%59.3%59%Sausage(self-service)WetconveniencefoodYellowline(self-service)RefrigerateddelicaciesBakedgoods58.1%56%Whiteline53.2%50.9%42.1%41.1%39.4%38.7%36.8%FrozenfoodFatsandoilsDelicaciesDryconveniencefoodIcecreamWineandsparklingwine8Description:In2022,frozenfoodfromprivatelabelsaccountedforaround41percentoffoodretailrevenueinGermany.Sausageproductsfromtheself-servicesectionaccountedforaround63percent.

ReadmoreNote(s):Germany;2022Source(s):NielsenCHAPTER

02DiscountgrocerystoresRevenueshareofdiscountgrocerystoresinfoodretailrevenuesinGermanyfrom2020to2023FoodretailrevenueshareofdiscountgrocerystoresGermany2020-202340%37.8%36.8%35.4%34.8%35%30%25%20%15%10%5%0%202020212022202310Description:In2023,discountershadarevenueshareofalmost38percent.ThisstatisticshowstherevenueshareofdiscountersinfoodretailrevenuesinGermanyfrom2020to2023.

ReadmoreNote(s):Germany;2020to2023;ShareinFMCGreceipttotal(incl.freshgoods)Source(s):GfKMarketshareofdiscountgrocerystoresintheretailtradesectorinGermanyfrom2000to2022RetailmarketshareofdiscountgrocerystoresGermany2000-202216.5%15.5%15.6%15.6%15.5%15.4%15.3%15.3%

15.3%15.1%15.1%15.1%15.1%

15.1%15%14.9%14.9%14.5%13.5%12.5%11.5%10.5%9.5%14.1%13.9%13.4%12.9%12.6%11.7%10.5%10.1%2000

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202211Description:In2022,discountgrocerystoreshadamarketshareofroughly15.6percentinGermanretailtrade.ThisstatisticshowsthemarketshareofdiscountgrocerystoresintheretailtradesectorinGermanyfrom2000to2022.

ReadmoreNote(s):Germany;2000to2022Source(s):IfHK?lnGrossrevenueofleadingdiscountersupermarketsinGermanyin2022(inmillioneuros)*RevenueofdiscountersupermarketsinGermany2022Grossrevenueinmillioneuros15,00005,00010,00020,00025,00030,00035,000AldiGroupOfthis:AldiSüdOfthis:AldiNordLidl32,10017,90014,20030,100NettoMarken-DiscountPenny17,5349,621Norma4,47812Description:TotalAldiGrouprevenueinGermanyamountedto30.2billioneurosin2021.AldiisapopularchainofGermandiscountersupermarkets.AldiSüdsupermarketsarelocatedinthesouthofGermany,whileAldiNordpopulatesthenorth.

ReadmoreNote(s):Germany;2022Source(s):TradeDimensionsGrossrevenuepersquaremeterretailspaceinleadingdiscountersinGermanyin2021and2022(ineuros)GrossrevenuepersquaremeterretailspaceinGermandiscounters2021-20222021202212,00010,0008,0006,0004,0002,00009,5309,3208,7708,3806,7206,4506,0605,5904,9904,7004,2904,070LidlAldiSüdAldiNordPennyNettoNorma13Description:LidlrecordedthehighestgrossrevenuepersquaremeterofretailspaceinGermanyin2022.OtherleadingretailersinthisrankingincludedAldiSüdandthenAldiNord.ReadmoreNote(s):Germany;2021and2022Source(s):BulwienGesa;TradeDimensionsNumberofstoresoftheleadingfooddiscountersinGermanyfrom2020to2022NumberofstoresoftheleadingfooddiscountersinGermany2020-20222020202120224,5004,0003,5003,0002,5002,0001,5001,0005000NettoMarken-DiscountAldi-GruppeIncluding:AldiSüd

Including:AldiLidlPennyNormaNetto(DanskSupermarked)Nord14Description:In2022,theNettoMarken-DiscountchaininGermanyhad4,245stores.Thiswasanincreasecomparedtothepreviousyearsinthetimeline.ReadmoreNote(s):Germany;2020to2022Source(s):NielsenIQ;VarioussourcesNumberofpeopleinGermanywhoboughtfoodfortheirhouseholdindiscountersupermarkets(e.g.Aldi,Lidl,Nettoetc.)from2019to2023(inmillions)NumberofpeopleinGermanywhoboughtfoodindiscountersupermarkets2019-20237059.4759.4959.1158.3758.2160504030201002019202020212022202315Description:In2023,around58.21millionpeopleinGermanyshoppedforgroceriesindiscountersupermarkets.ReadmoreNote(s):Germany;2019to2023;14yearsandolder;German-speakingpopulationSource(s):IfDAllensbachCustomersatisfactionwithdiscountgrocerystoresinGermanyin2023CustomersatisfactionwithdiscountgrocerystoresGermany2023Scaleaverage0.00.51.01.52.01.992.072.112.162.53.0AldiSüdLidlAldiNordIndustryaverageNetto(Nord)Penny2.252.26NettoMarken-DiscountNorma2.412.4716Description:In2023,Germancustomersofdiscountgrocerystoresshowedvariouslevelsofsatisfactionwiththeestablishments.RespondentstotherespectiveonlinesurveyweremostsatisfiedwithAldiSüd,LidlandAldiNord.ThescorepresentedisbasedontheGermanschoolgradingsystem,with1beingthehighestand5beingthelowest.ReadmoreNote(s):Germany;2023;9,190respondents;16yearsandolderSource(s):ServiceBarometerCHAPTER

03AldiandLidlNumberofAldiNordandAldiSüdstoresinGermanyfrom2007to2022NumberofAldistoresinGermany2007-2022AldiGroupAldiNordAldiSüd5,0004,5004,0003,5003,0002,5002,0001,5001,0005004,3004,3034,2354,2464,2154,1974,1864,1684,1464,1594,1354,1282,5252,5252,5071,7962,4141,8322,3391,8582,2981,8702,2491,8862,2251,9032,2121,9342,2051,9542,2091,9772,2181,9971,7751,710020072009201120132015201620172018201920202021*202218Description:In2022,theAldigrouphadatotalof4,215stores,ofwhich2,218belongedtoAldiNord.ThetimelineshowsthenumberofAldistoresinthenorthandthesouthofGermanybetween2007and2022.

ReadmoreNote(s):Germany;2007to2022;*FiguresforAldiSüdin2022.Figuresfor2016arefromtheFederalGazette(Bundesanzeiger).ReadmoreSource(s):BulwienGesa;TradeDimensionsGrossrevenueofAldiGroupinGermanyfrom2017to2022(inmillioneuros)RevenueofAldiGroupinGermany2017-2022AldiGroupAldiSüdAldiNord31,10035,00032,10031,00030,14030,25029,55030,00025,00020,00015,00010,00017,90014,20017,51413,23217,30013,80017,05713,08416,82013,43016,65913,13320172018201920202021202219Description:TotalAldiGrouprevenuesinGermanyamountedtoaround32.1billioneurosin2022,havingshownsteadygrowthduringrecentyears.AldiisapopularchainofGermandiscountersupermarkets.AldiSüdsupermarketsarelocatedinthesouthofGermany,whileAldiNordpopulatesthenorth.ReadmoreNote(s):Germany;2017to2022Source(s):BulwienGesa;TradeDimensionsGrossrevenuepersquaremeterretailspaceinAldiSüdinGermanyfrom2011to2022(ineuros)GrossrevenuepersquaremeterretailspaceinAldiSüdGermany2011-202212,00010,76010,35010,41010,10010,13010,0409,64010,0008,0006,0004,0002,00009,2309,1308,7648,7708,38020112012201320142015201620172018201920202021202220Description:In2022,AldiSüdinGermanyrecorded8,770eurosingrossrevenuepersquaremeterofretailspace.Thiswasanincreasecomparedtotheyearbefore.

ReadmoreNote(s):Germany;2011and2022Source(s):BulwienGesa;GfK;TradeDimensionsGrossrevenuepersquaremeterretailspaceinAldiNordinGermanyfrom2011to2022(ineuros)GrossrevenuepersquaremeterretailspaceinAldiNordGermany2011-20228,0006,7906,7207,0006,6506,6506,6206,4506,3806,1706,0006,0005,0004,0003,0002,0001,00005,6705,5105,45020112012201320142015201620172018201920202021202221Description:In2022,AldiNordinGermanyrecorded6,720eurosingrossrevenuepersquaremeterofretailspace.Thiswasanincreasecomparedtothepreviousyear.

ReadmoreNote(s):Germany;2011to2022Source(s):BulwienGesa;GfK;TradeDimensionsGrossrevenueofLidlinGermanyfrom2007to2022(inmillioneuros)RevenueofLidlinGermany2007-202235,00030,10029,70030,00025,00020,00015,00010,0005,000028,30025,85024,97023,65323,28621,97520,46019,80017,90515,80015,50015,000

15,12514,280200720082009201020112012201320142015201620172018201920202021202222Description:In2021,Lidlgeneratedarevenueofroughly29.3billioneurosinGermany.Companyrevenueshavebeengrowingsince2007,withanotableuptickinthespeedofgrowthstartingin2012.Measuredbyrevenue,LidlwasthesecondlargestdiscounterinGermanyin2018.IfAldiSüdandAldiNordarelookedatasseparateentities,Lidlwasthelargestdiscounterthatyear.ReadmoreNote(s):Germany;2007to2022Source(s):BulwienGesa;TradeDimensionsGrossrevenuepersquaremeterretailspaceinLidlinGermanyfrom2011to2022(ineuros)GrossrevenuepersquaremeterretailspaceinLidlGermany2011-20228,0007,0006,7906,7206,6506,6506,6206,4506,3806,1706,0006,0005,0004,0003,0002,0001,00005,6705,5105,45020112012201320142015201620172018201920202021202223Description:In2022,LidlinGermanyrecorded6,720eurosingrossrevenuepersquaremeterofretailspace.Thiswasanincreasecomparedto2021.

ReadmoreNote(s):2011to2022Source(s):BulwienGesa;GfK;TradeDimensionsNumberofstoresofLidlinGermanyfrom2007to2022NumberofLidlstoresinGermany2007-20223,5003,2823,2923,2453,2423,2483,2023,2033,1903,1843,1933,2083,2263,1783,1593,0362,9023,0002,5002,0001,5001,0005000200720082009201020112012201320142015201620172018201920202021202224Description:Lidllove:Germanyrecordedanincreasingnumberofstoresinthelastfewyears,mostrecently3,248in2022.Thediscountsupermarketisoneofthemostpopularandwell-knowninthecountry,aswellasaroundtheworld.LidlismanagedbytheSchwarzGroup.ReadmoreNote(s):Germany;2007to2022Source(s):BulwienGesa;GfK;TradeDimensionsNumberofLidlemployeesinGermanyinthefinancialyears2008/09to2021/22,bytypeofemploymentNumberofLidlemployeesinGermany2008-2022Full-time3769943361469104414940725452375124854159619836599574535840578993197742Part-time43975403224669652367578636482871191766238312693325103588108863121537125585Trainees652Total823262008/092009/102010/112011/122012/132013/142014/152015/162016/172017/182018/192019/202020/212021/2254084223413940192749679023398821254110319122879130782145962160034178741193683211468223327440674853714618763861139925Description:In2021/22,LidlinGermanyhadatotalofaround223.3thousandemployees.Ofthese,thelargestsharewasmadeupofpart-timeworkers.

ReadmoreNote(s):Germany;2008/09to2021/22Source(s):LidlCHAPTER

04Netto,PennyandNormaNetrevenueoftheEdekaGroupinGermanyfrom2006to2023,bydivision(inbillioneuros)NetrevenueoftheEdekaGroupinGermany2006-2023,bydivisionIndependentretailDirectretailNettoMarken-DiscountOtherDiscountholdings(NettoStavenhagen)*Third-partyrevenue/onlinetradeBakeryretailOnlineretailCash&carryhypermarkets8070605040302010020062007200820092010201120122013201420152016201720182019202020212022202327Description:IntheEdekaGroup,independentretailersrecordedthelargestrevenuesharein2023,at39.3billioneuros.Thiswasanincreasecomparedtotheyearbefore.ThetimelinecoversthenetrevenueoftheEdekaGroupinGermanyfrom2006to2023,bydivision.ReadmoreNote(s):Germany;2006to2023;*25percentshareinNettoStavenhagenwassoldin2012.Figuresforpreviousyearsarebasedonearliersourcereports.

ReadmoreSource(s):EdekaNetrevenueofNettoMarken-DiscountinGermanyfrom2005to2023(inbillioneuros)RevenueofNettoMarken-DiscountinGermany2005-2023218161417.115.814.714.613.513.313.112.712.41211.81211.310.710.49.910864.23.7343.272.9820200520062007200820092010201120122013201420152016201720182019202020212022202328Description:ThisstatisticshowstherevenuedevelopmentofNettoMarken-Discount,asubsidiaryofEdekaGroup,inGermanyfrom2005to2023.In2023,thediscountgrocerystoregeneratednetrevenuesofroughly17.1billioneuros.

ReadmoreNote(s):Germany;2005to2023Source(s):EdekaGrossrevenuepersquaremeterretailspaceinNettoinGermanyfrom2011to2022(ineuros)GrossrevenuepersquaremeterretailspaceinNettoGermany2011-20226,0005,0004,9904,7004,5704,2804,1904,2204,2504,2504,2504,0204,0503,9704,0003,0002,0001,000020112012201320142015201620172018201920202021202229Description:In2022,LidlinGermanyrecorded4,990eurosingrossrevenuepersquaremeterofretailspace.Thiswasanincreasecomparedto2021.

ReadmoreNote(s):Germany;2011to2022Source(s):GfK;TradeDimensionsNumberofNettoMarken-DiscountstoresinGermanyfrom2007to2022NumberofNettoMarken-DiscountstoresinGermany2007-20225,0004,5704,5004,0003,5003,0002,5002,0001,5001,0005004,2734,2814,3044,2654,2624,2004,1504,1684,1804,1704,0904,0984,0081,42220081,279200702009*201020112012**201320142015201620172018201920202021202230Description:TheNettogrocerydiscountstorehad4,304Germanstoresin2022.ThisstatisticshowsthenumberofstoresofNettoMarken-DiscountinGermanyfrom2007to2022.NettoMarken-DiscountisasubsidiaryoftheEdekaGroup.

ReadmoreNote(s):Germany;2007to2022;*FiguresincludestoresfromNP,DiskaandTreff3000.**AsofJuly.Somefiguresweretakenfrompreviouscompanyreports(figuresfor2012andpreceding2010weretakenfromTradeDimensions).

ReadmoreSource(s):EdekaRevenueoftheReweGroupinGermanfoodretailfrom2020to2023,bysalesdivision(inbillioneuros)RevenueoftheReweGroupinGermanfoodretail2020-2023,bysalesdivisionFullrangemarketsPenny353025201510530.628.426.726.59.58.8880202020212022202331Description:Penny,theReweGroup'sdiscountsupermarketchain,recorded9.5billioneurosinrevenuein2023.Full-rangemarketsofthegrouprecorded30.6billioneuros.

ReadmoreNote(s):Germany;2020to2023Source(s):ReweGroupRevenueofPennyinGermanyfrom2017to2022(inbillioneuros)RevenueofPennyinGermany2017-20221098.88.0188765432107.67.67.420172018201920202021202232Description:ThisstatisticshowstherevenueofdiscountsupermarketchainPennyinGermanyfrom2017to2022.In2022,thefoodretailergeneratedrevenuesofroughly8.8billioneuros,similartothepreviousyear.

ReadmoreNote(s):Germany;2017to2022Source(s):ReweGroupNumb