Exclusive extracts from this 70-page-long report:
- Who are the key players?
The overall retail sector includes several types of players, but a broad distinction can be made between outlet-based players and online retailers, as well as between specialised and diversified players. While the distinction between brick-and-mortar and e-commerce players has become blurred, with both types of retailers opting for online-offline integration, leading mass-market retailers worldwide continue to rely extensively on brick-and-mortar operations. They are the focus of this report. Mass-market retailers' main offerings comprise food and other perishable goods, as well as specialty lines such as electronics, clothing, cosmetics, etc., in addition to various types of services (banking, telecom, insurance, mobile payments). [...]
Groups analysed in this report include: Walmart, Carrefour, Auchan, Costco Wholesale, Aeon, Tesco, Seven & I, Groupe Casino, Metro and Sun Art Retail.
- What are the players' strategies?
Walmart has committed a growing share of capex towards expanding the infrastructure underpinning e-commerce operations – especially in fresh food, where it is on track to have 2,100 dedicated online grocery pick up points across the US – in addition to growing the number of existing stores that provide delivery services. At the same time, it has upgraded its websites and mobile shopping apps and has expanded its online offerings (new premium garment brands). […]
- What are the players' key growth and profitability drivers?
Costco's revenue continued to tick upwards, backed by higher demand across all regions and product categories. International markets (outside the US & Canada), which account for a mere 12.7% of turnover, have posted the strongest growth over the past few years. [...]