2025全球零售力量报告（英文）_85页_12mb

Global Powers of Retailing 2025 Summary

Introduction

• Retail market growth has decelerated due to economic challenges, regulatory pressures, inflation, and geopolitical tensions.

Key Growth Highlights

• Top 250 retailers' revenue grew by 3.7% year-on-year, with 74% experiencing positive growth and a composite net profit margin of 3.7%, a modest increase from 3.6%.
• Aldi climbed two spots to seventh place, while CVS Health entered the Top 10.
• The luxury sector showed exceptional resilience and profitability, contrasting with flat performance in FMCG and hardlines.

Strategic Overview

• Strategic operational efficiency: Retailers are investing in advanced technologies (AI, automation) to drive efficiency and improve customer experience.
• AI-driven tech transformation: Enhanced demand forecasting, inventory management, and personalized customer interactions through GenAI.
• Sustainability and circular economy: Growing focus on reducing waste, carbon footprints, and implementing circular economy practices; sustainability is increasingly a driver of competitive advantage.
• Alternative revenue streams: Expansion of retail media networks and diversification into adjacent services.

Geographic and Product Analysis

• North America dominates by market share, while Europe and East Asia show modest growth.
• Apparel and accessories recorded the highest growth (6%) and profitability, followed by diversified companies.
• Supply chains are strengthening through investments in automation, digital logistics, and geographies like South Korea.

Key Trends and Future Outlook

• Alternative revenue streams like retail media networks drove significant growth, with platforms evolving to offer deeper audience insights.
• Retail media is projected to grow from US$165 billion in 2025 to US$100 billion by some estimates by 2027/2025.
• Sustainability and circularity are becoming critical strategic imperatives, with major retailers setting aggressive targets for net-zero emissions.

New Entrants and Fastest-Growing Retailers

• Major new entrants included Shein, Sok Marketler, and DINO Polska, demonstrating rapid growth in dynamic markets.
• Europe dominated the Top 250 rankings, reflecting its resilience from macroeconomic pressures.

Conversations with Retail Executives

• Executives emphasize customer experience improvement, ethical AI deployment, sustainability integration, and talent management to build resilient retail operations.
• They stress transparency, data governance, and long-term commitment to circularity and operational efficiency as competitive differentiators.

Methodology

• Data sourced from company reports, annual financials, and industry analyses to ensure accuracy and breadth.

This summary provides a high-level overview of the 2025 Global Powers of Retailing report, highlighting the key trends, retailer strategies, performance, and future outlook driving the retail sector.

For an in-depth report with data visualizations, statistics, and downloadable global insights, please refer to the full Global Powers of Retailing 2025 report.