2016年-数据局_德勤：2016年全球零售报告_48页_1mb

Deloitte Global Powers of Retailing 2016 Summary

Core Content Overview

The Deloitte Global Powers of Retailing 2016 report ranks the top 250 global retailers based on fiscal 2014 revenue and provides an in-depth analysis of their performance across various dimensions such as geographic distribution, product sectors, e-commerce activity, and economic conditions. The report also explores the "new digital divide", highlighting the growing influence of digital technology on in-store consumer behavior and the challenges retailers face in adapting to this shift.

Main Views and Key Information

Global Economic Outlook

• The retail industry is heavily influenced by macroeconomic factors such as inflation, currency movements, and oil prices.
• US Dollar Appreciation: The US dollar has strengthened against most major currencies due to low oil prices, a strong US economy, and loose monetary policies in Europe and Japan. This has increased US consumer purchasing power but raised import costs in other regions, especially emerging markets.
• Oil Prices: A significant drop in oil prices has reduced inflation and boosted consumer spending power in major markets. However, it has also negatively impacted energy-dependent economies such as Brazil, Russia, and Venezuela.
• Low Inflation: Inflation has remained historically low in developed economies and China, driven by global excess capacity, declining commodity prices, and weak financial markets. This has led to reduced business investment and lower real consumer spending power.
• Emerging Markets: These markets are facing challenges due to high external debt in USD, currency depreciation, and capital outflows. However, India has shown resilience due to lower oil prices, allowing the central bank to ease monetary policy and boost growth.

Major Markets Analysis

• United States: The economy has shown signs of recovery, with strong consumer spending, housing growth, and job creation. However, the strong dollar and weak business investment remain concerns.
• China: Growth has slowed significantly, with official figures suggesting 7.0% growth. The slowdown is attributed to a weaker yuan and industrial overcapacity. Consumer demand is shifting toward domestic markets.
• Europe: The ECB's aggressive monetary policy has boosted consumer spending and employment, but the region still faces low inflation and high unemployment. Political and demographic challenges persist.
• Japan: The economy showed recovery in the third quarter of 2015, but structural reforms and low population growth have limited long-term growth potential. The Bank of Japan's monetary expansion has helped boost exports and tourism, but not consumer spending.

Digital Influence and the New Digital Divide

• Digital technology is increasingly influencing in-store consumer behavior, not just online sales. This is referred to as "digital influence."
• Digital Influence Factor: Measures the percentage of in-store sales affected by the use of any digital device (e.g., smartphones, tablets, wearables).
• Mobile Influence Factor: Focuses on the impact of web-enabled mobile devices on in-store shopping.
• The new digital divide refers to the gap between consumer digital expectations and retailers' ability to meet them. Retailers are not fully adapting to the evolving digital landscape.
• Digital adoption varies by country, age, income, and product category. The "lift and shift" strategy is not universally applicable.
• Consumers are using digital tools to personalize their shopping experience, but current retail digital offerings are insufficient to meet these demands, limiting retailers' ability to capture sales.

Top 250 Global Powers of Retailing Highlights

The report includes a ranking of the top 250 global retailers by fiscal 2014 revenue. Key highlights from the top 10 include:

Key Findings and Recommendations

• Retailers must understand and adapt to the evolving digital needs of their customers.
• The "new digital divide" is a critical challenge for retailers, as consumer expectations outpace retail capabilities.
• Digital tools and channels can help retailers expand their reach and increase revenue, but current offerings are insufficient.
• The report suggests that a one-size-fits-all approach to digital adoption is not effective. Retailers should tailor their strategies to local market conditions and consumer behavior.
• The report also emphasizes the importance of market opening reforms in emerging economies to stimulate growth and consumer demand.

Conclusion

The Deloitte Global Powers of Retailing 2016 report provides a comprehensive overview of the global retail landscape, highlighting both the economic and digital challenges facing retailers. It underscores the need for retailers to embrace digital transformation and align their strategies with the evolving expectations of consumers. The report also serves as a precursor to the forthcoming "Navigating the New Digital Divide" publication, which will provide deeper insights into digital influence across nine countries.