Table of Contents
Introduction
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- Definition
- Provinces of China
Executive Summary
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- The market
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- Figure 1: Supermarkets and hypermarkets’ number of outlets, retail sales, floor space and staff numbers, by sector, 2007-11
- Figure 2: Supermarkets and hypermarkets’ average outlet retail sales, floor space and staff numbers, by sector, 2007-11
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- Figure 3: Supermarkets and hypermarkets’ retail market significance, 2007-11
- The forecast
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- Figure 4: Supermarkets and hypermarkets forecast total value of retail sales, 2007-17
- The companies
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- Figure 5: Top 20 leading chains’ supermarket and hypermarket-only annual revenues, 2008-11
- Figure 6: Top 20 leading chains’ supermarket and hypermarket-only outlets, 2008-11
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- Figure 7: Top 20 leading chains’ supermarket and hypermarket-only average annual revenues per store, 2008-11
- Issues in the market
- Trolley dash: the race to reach Chinese consumers
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- Figure 8: Provincial supermarket outlet density map for the top 20 chains, 2011
- Top shop: why certain chains have grown faster than others
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- Figure 9: Leading Supermarket/Hypermarket Chain Operators Ranked by Outlet Growth, 2008-11
- Trading up: regional income growth drives strong variation in consumer shopping habits
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- Figure 10: Survey cities ranked, by average urban wage growth, 2008-10
- Format adaptation: from fresh markets to hypermarkets
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- Figure 11: Food products bought at grocery shopping in the past six months, April 2012
- Big-box label: branding and positioning grow in importance
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- Figure 12: Middle class attitudes towards shopping, April 2012
- Project creep: non-retail services growing in value
- Groceries to your door: online supermarkets & home delivery
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- Figure 13: Respondents grocery shopping at least once a week at online stores in the last 12 months, by city, April 2012
Trolley Dash: The Race to Reach Chinese Consumers
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- Key issues
- China’s supermarket industry grew from nothing within a generation
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- Figure 14: Total supermarket/hypermarket outlets, floor space, staff and retail sales, 2007-11
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- Figure 15: China GDP and total retail sales growth, 2007-11
- The five key macro factors affecting modern grocery sector growth
- 1. Urbanisation
- 2. Personal income tax reform
- 3. Increased subsidies
- 4. Rising incomes
- 5. Social security system enhancement
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- Figure 16: Financial impact of children's education, by demographics, April 2012
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- Figure 17: Urban average household income, expenditure, savings & potential expendable income after basic outgoings, 2006-10
- Supermarket chains increasingly moving into lower-density provinces
- Wide variance in supermarket/hypermarket penetration by region
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- Figure 18: Supermarket outlet/population density for the top 20 chains, by province, 2011
- Supermarket/hypermarket density spreading from East to West China
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- Figure 19: Provincial supermarket outlet density map for the top 20 chains, 2011
- Population density in low store density provinces helps indicate market opportunity
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- Figure 20: Provincial population density map, 2011
- Population density alone is not enough, there needs to be growing wealth
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- Figure 21: Provincial average annual urban wage map, 2011
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- Figure 22: Percentage average urban wage growth, by province, 2007-11
- Which cities in the next stage growth provinces are most ripe for development?
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- Figure 23: Hebei, Shanxi, Liaoning and Jiangxi cities ranked by average urban income size and growth, 2006 and 2010
- Urban average incomes still rising faster than rural average incomes
- Tackling the perennial problems of logistics in China
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- Figure 24: Daily grocery shopping, by outlet type, April 2012
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- Figure 25: Most important factor when deciding which supermarket/hypermarket to shop at, April 2012
- Supermarket retailing moving into smaller towns and cities
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- Figure 26: Growth of rural organised retail chain store market, 2006-10
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- Figure 27: Percentage annual growth of urban and rural retail sales, 2007-11
- What does it mean?
Competitive Environment: International, Local and Domestic Chains
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- Key issues
- Greater geographical spread is leading to accelerated outlet expansion
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- Figure 28: Leading supermarket/hypermarket chain operators ranked, by outlet growth, 2008-11
- Carrefour, Wal-Mart and Tesco and the race to cover China
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- Figure 29: Top three Western supermarket and hypermarket operators outlets, by province, 2011
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- Figure 30: Top three Western supermarket and hypermarket operators’ China outlets map, 2011
- Lianhua, RT-Mart and China Resources defending their “home” market
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- Figure 31: Top three “domestic” supermarket and hypermarket operators outlets, by province, 2011
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- Figure 32: Top three “domestic” supermarket and hypermarket operators’ China outlets map, 2011
- NCS: the rising rural giant moving into the cities
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- Figure 33: Cooperation Joint-stock Chain Co., Ltd.: store numbers and retail sales, 2005-15
- How strong are the leading brands in each region?
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- Figure 34: Leading four foreign supermarket and hypermarket chain shopping occasion response (over the past 12 months), by city, April 2012
- Beijing versus Shanghai
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- Figure 35: Beijing and Shanghai average urban incomes, populations and per capita GDP compared, 2010
- Figure 36: Retail chains shopped at in the past 12 months in Shanghai, April 2012
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- Figure 37: Retail chains shopped at in the past 12 months in Beijing, April 2012
- The Pearl River Delta
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- Figure 38: Retail chains shopped at in the past 12 months in Guangzhou, April 2012
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- Figure 39: Retail chains shopped at in the past 12 months in Shenzhen, April 2012
- Figure 40: Retail chains shopped at in the past 12 months in Dongguan, April 2012
- The Sichuan Basin
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- Figure 41: Retail chains shopped at in the past 12 months in Chengdu, April 2012
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- Figure 42: Retail chains shopped at in the past 12 months in Chongqing, April 2012
- The Wealthy East
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- Figure 43: Retail chains shopped at in the past 12 months in Suzhou, April 2012
- Figure 44: Retail chains shopped at in the past 12 months in Qingdao, April 2012
- Harbin and the Northeast
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- Figure 45: Retail chains shopped at in the past 12 months in Harbin, April 2012
- Where are the big chains heading next?
- What does it mean?
Trading Up: Regional Income Growth Drives Strong Variation in Consumer Shopping Habits
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- Key issues
- Income growth by region shows significant variance
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- Figure 46: Survey cities ranked, by average urban wage growth, 2008 and 2010
- Weekly shop focused on supermarkets
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- Figure 47: Main weekly grocery shop outlet used, by city, March 2012
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- Figure 48: Main weekly grocery shop used, by demographics, March 2012
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- Figure 49: Important factors ranked first when deciding which supermarket/ hypermarket to shop at (Core Retail), by income group, April 2012
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- Figure 50: Frequency of grocery shopping, by outlet type, by income group, April 2012
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- Figure 51: Frequency of grocery shopping, by outlet type, by region, April 2012
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- Figure 52: Frequency of grocery shopping at wet markets, by income group and region, April 2012
- Foreign and domestic stores offer different experiences
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- Figure 53: Ranking of service attributes of foreign and domestic retailers, April 2012
- Household income affects choice of retailer in each region
- Shanghai
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- Figure 54: Shanghai retail chains shopped at occasionally in the past 12 months (domestic stores), by household income bracket, April 2012
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- Figure 55: Shanghai retail chains shopped at occasionally in the past 12 months (foreign stores), by household income bracket, April 2012
- Beijing
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- Figure 56: Beijing retail chains shopped at occasionally in the past 12 months, by household income bracket, April 2012
- Guangzhou
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- Figure 57: Guangzhou retail chains shopped at occasionally in the past 12 months, by household income bracket, April 2012
- Shenzhen
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- Figure 58: Shenzhen retail chains shopped at occasionally in the past 12 months, by household income bracket, April 2012
- Dongguan
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- Figure 59: Dongguan retail chains shopped at occasionally in the past 12 months, by household income bracket, April 2012
- Chengdu
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- Figure 60: Chengdu retail chains shopped at occasionally in the past 12 months, by household income bracket, April 2012
- Chongqing
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- Figure 61: Chongqing retail chains shopped at occasionally in the past 12 months, by household income bracket, April 2012
- Suzhou
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- Figure 62: Suzhou retail chains shopped at occasionally in the past 12 months, by household income bracket, April 2012
- Qingdao
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- Figure 63: Qingdao retail chains shopped at occasionally in the past 12 months, by household income bracket, April 2012
- Harbin
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- Figure 64: Harbin retail chains shopped at occasionally in the past 12 months, by household income bracket, April 2012
- What does it mean?
Format Adaptation: From Wet Markets to Hypermarkets
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- Key issues
- Shifting populations changed retail market
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- Figure 65: New car and motorcycle registrations in China (000s), 2007-11
- Retailers increasingly adapt outlets to suit locations
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- Figure 66: Average store sales, size and staff number, by outlet type (for chain stores above the government statistical threshold), 2007-11
- Case study: Tesco
- Car-owning middle class create new needs
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- Figure 67: The growth of China’s middle class, 2006-10
- Figure 68: The forecast growth of China’s middle class, 2011-15
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- Figure 69: Car purchase over previous three months and plans to buy cars in next three months among middle class consumers, by demographics, April 2012
- Case study: Auchan Drive-through
- How is the modern grocery sector competing with the traditional wet markets?
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- Figure 70: Food products bought at grocery shopping in the past six months, April 2012
- Figure 71: Frequency of grocery shopping, by outlet type, April 2012
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- Figure 72: Outlets used for main weekly shop and top-up shopping, March 2012
- Case study: Yonghui 永辉 and the “supermarketisation” of wet markets
- How does product mix affect format performance?
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- Figure 73: Comparing purchasing of grocery items with 12 months ago, March 2012
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- Figure 74: Non-food products bought at grocery shopping in the past six months, April 2012
- Can warehouse clubs work in China?
- Do hard discounters attract budget consumers?
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- Figure 75: Carrefour store network in China, 2007-11
- How are supermarkets and hypermarkets competing with other formats?
- Boutique and high-end supermarkets
- High-end supermarkets are filtering into the system
- What does it mean?
Big-box label: Branding and Positioning Grow in Importance
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- Key issues
- Foreign and domestic supermarkets have different strengths
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- Figure 76: Ranking of service attributes of foreign and domestic retailers, April 2012
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- Figure 77: Middle class attitudes towards shopping, April 2012
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- Figure 78: Reasons for grocery shopping visits, by time of week, April 2012
- Retailers begin to rebrand and refocus
- How important is ambience to a store brand?
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- Figure 79: Important factors when deciding which supermarket/ hypermarket to shop at, April 2012
- Foreign vs domestic supermarkets – brand image
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- Figure 80: Ranking of service attributes of foreign and domestic retailers, April 2012
- How important is private label?
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- Figure 81: Selected supermarket and hypermarket retailer private-label entry, 1995-2006
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- Figure 82: Consumer attitudes towards private label in supermarkets/ hypermarkets, April 2012
- What does it mean?
Project Creep: Non-retail Services Growing in Value
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- Key issues
- Non-core retail services can help to positively differentiate retail chains
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- Figure 83: Ranking of service attributes of foreign and domestic retailers, April 2012
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- Figure 84: Factors ranked first when deciding which supermarket/ hypermarket to shop at (extra services), by gender and age group, April 2012
- Figure 85: Factors ranked first when deciding which supermarket/ hypermarket to shop at (extra services), by income bracket, April 2012
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- Figure 86: Factors ranked first when deciding which supermarket/hypermarket to shop at (extra services), by region, April 2012
- Satellite services and retailers can help attract greater consumer footfall
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- Figure 87: Middle class leisure activities, April 2012
- Other services that have the potential to draw consumer footfall
- E-checkouts and e-trolleys, are they the future in China?
- Which companies are building brand through loyalty cards?
- What does it mean?
Groceries to Your Door: Online Supermarkets & Home Delivery
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- Key issues
- Online grocery retailing is growing fast
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- Figure 88: Total e-commerce and online food sales in China, 2004-11
- Online supermarkets focus heavily on non-food SKUs
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- Figure 89: Stock keeping units (SKUs) of leading online supermarkets, 2011
- Many chains still holding back on online development
- Online payments are a matter of consumer trust
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- Figure 90: Number of credit and debit cards in circulation and value of transactions, 2007-11
- Increased technology penetration raises the need for online retail effort
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- Figure 91: Middle class Chinese household computer ownership, April 2012
- Figure 92: Smartphone and mobile phone ownership, by demographics, April 2012
- Online supermarket retail penetration differentiated by region and demographic segment
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- Figure 93: Frequency of grocery shopping online in the last 12 months, by household income bracket, April 2012
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- Figure 94: Frequency of grocery shopping at online stores in the last 12 months, by city, April 2012
- Figure 95: Online shopping, by types of product bought in the last 12 months, April 2012
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- Figure 96: Online food and beverages shopping in the last 12 months, by demographics, April 2012
- What does it mean?
The Future of The Market
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- Figure 97: Supermarkets and hypermarkets forecast total value of retail sales, 2007-17
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