2015年-数据局_德勤：2015全球零售力量创新之势_44页_3mb

Deloitte Global Powers of Retailing 2015 Summary

Core Content

Deloitte's 18th annual Global Powers of Retailing report, released in 2015, identifies the 250 largest retailers globally based on fiscal 2013 data and analyzes their performance across geographic regions, product sectors, and e-commerce activity. The report emphasizes the theme of "Embracing innovation", highlighting the transformative impact of new technologies and consumer behavior on the retail landscape.

Main Trends and Innovations in Retailing

1. Travel Retailing

• Over a billion people travel internationally annually, spending more than a trillion USD.
• Travel retail is seen as a “sixth continent” by companies like Pernod Ricard and L'Oréal, with airport retail becoming a key growth area.
• The trend is driven by the rise of the global middle class and their desire to purchase luxury goods while traveling.
• Airport retail design has shifted towards luxury fashion, and data from airports is used to tailor experiences for travelers.
• Examples include World Duty Free Group using airport data to adjust staffing and displays based on traveler demographics.

2. Mobile Retailing

• Mobile phone usage is expected to reach 65% globally by 2015, with 83% of internet usage coming from handheld devices.
• Mobile e-commerce is projected to surpass $638 billion in three years, growing rapidly.
• Wearables like Google Glass and Apple Watch are expected to create new shopping opportunities.
• Retailers must adapt by offering mobile-friendly websites, free Wi-Fi, and secure mobile payments.
• Location-based marketing and real-time personalized offers are becoming essential, but trust and privacy remain critical to consumer adoption.

3. Faster Retailing

• Speed is a defining trend, with "fast fashion," flash sales, pop-up stores, and self-service checkouts being key elements.
• Millennials, the largest and most influential generation, are driving demand for immediate gratification.
• Companies like Amazon and Google are expanding same-day delivery services, pushing the industry toward faster fulfillment.
• Efficient supply chains are essential to meet these demands, and the ability to deliver quickly will differentiate successful retailers.

4. Experience Retailing

• Retailing is evolving from a product-centric model to one that focuses on entertainment, emotion, and engagement.
• Examples include interactive displays, social media campaigns, and co-creation of products and marketing.
• The Legaspi Company transformed malls into cultural hubs, increasing foot traffic and income by 30%.
• Consumers expect a seamless and consistent experience across all channels (in-store, online, mobile).
• Personalization is now expected in both online and in-store environments, requiring retailers to use big data and be transparent with consumers.

5. Innovative Retailing

• The retail industry is being disrupted by new technologies and innovative business models.
• Non-traditional retailers like Verizon and Warby Parker are redefining retail spaces.
• Vertical integration and transparency are becoming more common, as seen with Zady and Made.com.
• Retailers are investing in innovation labs and exploring technologies like robots, 3D printing, and IoT to enhance customer experiences.
• The line between retailer and producer is blurring, with direct-to-consumer models and automated purchasing becoming more prevalent.

Global Economic Outlook

• China is experiencing economic slowdown, with growth slightly above 7% in 2014. This is the slowest pace in nearly two decades, and the government is struggling to balance growth with financial stability.
• Eurozone faces challenges including weak credit markets, fiscal austerity, and onerous labor regulations. The Russian-Ukraine crisis has also affected European economies, particularly Germany.
• United States is in a strong position with self-sustaining growth, low inflation, and increased oil production. However, income inequality and immigration issues remain concerns.
• Japan has implemented aggressive monetary policies, including quantitative easing, to stimulate growth. Despite these efforts, the economy is still struggling with deflation and a lack of long-term reform.
• Emerging markets such as Brazil and Russia are also facing headwinds due to declining commodity prices and geopolitical tensions.

Key Implications for Retailers

• Retailers must embrace innovation to stay competitive and adapt to changing consumer expectations.
• E-commerce and mobile retailing are growing rapidly and will shape the future of retailing.
• Consumer behavior is shifting towards personalization, convenience, and speed.
• Geopolitical and economic factors such as currency fluctuations, energy prices, and demographic changes will influence retail performance.
• The future of retail will likely involve greater integration of technology, blurring of traditional boundaries, and a focus on customer experience.

Conclusion

The retail industry in 2015 is at a crossroads, driven by innovation, technological advancement, and shifting global economic conditions. Retailers who can adapt quickly, leverage data, and provide seamless, personalized experiences will have a better chance of thriving. The report highlights the importance of agility, creativity, and strategic investment in emerging markets and digital transformation.