日本便利店市场前景及投资研究报告-培训课件外文版2024.4美宜佳711

INDUSTRIES

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MARKETSConveniencestoresinJapanCHAPTER

01OverviewSalesrevenueoftheconveniencestoresectorinJapan2013to2022(intrillionJapaneseyen)ConveniencestoresectorsalesinJapan2013-2022141212.1812.211.9811.7511.7611.6411.451110.429.87108642020132014201520162017201820192020202120224Description:In2022,theconveniencestoresectorinJapangeneratedanannualsalesrevenueexceeded12trillionJapaneseyen,anincreasefromaroundninetrillionyencomparedto2012.Thatyear,conveniencestores,so-calledkonbini,accountedforanalmosteightpercentshareofretailsales.ReadmoreNote(s):Japan;2013to2022Source(s):Lawson;METI(Japan)SalesshareofconveniencestoreswithintheretailsectorinJapan2013to2022ConveniencestoreretailsalesshareinJapan2013-20229%8.4%8.3%8.2%8.1%7.9%7.9%7.8%7.8%8%7%6%5%4%3%2%1%0%7.3%7.1%20132014201520162017201820192020202120225Description:In2022,conveniencestoresaccountedfora7.9percentsalessharewithintheretailsectorinJapan,remainingonasimilarlevelasthepreviousyears.Japaneseconveniencestores,commonlyknownaskonbini,aremainlyoperatedaschainandfranchisestoresunderthethreemaindomesticbrandsSevenEleven,FamilyMart,andLawson.ReadmoreNote(s):Japan;2013to2022Source(s):Lawson;METI(Japan)Numberofconveniencestores(konbini)inJapanfrom2013to2022(in1,000s)ConveniencestorenumbersinJapan2013-20226056.3756.5756.556.5456.3556.2355.6454.5152.7350.235040302010020132014201520162017201820192020202120226Description:In2022,therewereover56thousandconveniencestoresoperatinginJapan.Conveniencestores,oftenshortenedtokonbiniamongJapanese,makeupanintegralpartofthecountry`sretailsector.WhileJapan`stotalretailsalesexceeded150trillionJapaneseyen,domesticconveniencestoresgeneratedsalesworthclosetoeightpercentofthesum.ReadmoreNote(s):Japan;2013to2022Source(s):Lawson;METI(Japan)Numberofstoresoftheleadingconveniencestore(konbini)companiesinJapanasofJanuary2023ConveniencestorenumberofmajoroperatorsinJapan2023Numberofstores10,00005,00015,00020,00025,000SevenElevenFamilyMart21,11116,314Lawson13,735Ministop1,8681,169985340SeicomartDailyYamazakiNewDaysLawsonxThreeFNewYamazakiDailyStore*NewDaysMini3352191507Description:AsofJanuary2023,SevenElevenwastheleadingconveniencestore(konbini)operatorinJapan,withmorethan21thousandstorescountedthroughoutthecountry.ThethreemarketleadersSevenEleven,FamilyMart,andLawsonwereinvolvedintheoperationofthemajorityofkonbinithroughdirectandfranchisechains.ReadmoreNote(s):Japan;January2023;figuresrepresentthetenleadingoperators;*IncludingYamazakiDailyStore.**NewDaysMiniisoperatedbythesamebusinessastheseventhrankedNewDays,butarecountedasdifferentbrands.

ReadmoreSource(s):NipponSoftwareNumberofcustomersatconveniencestores(konbini)inJapanfrom2013to2022(inbillions)NumberofconveniencestorecustomersinJapan2013-2022201817.4317.4617.317.1816.7616.0615.915.7115.4815.58161412108642020132014201520162017201820192020202120228Description:In2022,conveniencestoresinJapanrecordedabout15.7billioncustomers,continuingthedownwardtrendoftherecentyears.ReadmoreNote(s):Japan;2013to2022Source(s):JapanFranchiseAssociationCHAPTER

02SalessegmentsRetailsalesvalueofgoodssoldatconveniencestoresinJapanfrom2013to2022(intrillionJapaneseyen)ConveniencestoreproductsalesrevenueinJapan2013-20221411.511.551211.3311.111.0311.1510.8210.399.891089.396420201320142015201620172018201920202021202210Description:In2022,theretailsalesvalueofgoodsatconveniencestoresinJapanamountedtoaround11.55trillionJapaneseyen,thehighestnumberofthepastdecade.Apartfromamomentarydropintheeconomicallyexceptionalyearof2020,thesalesvalueincreasedeveryyearthroughoutthesurveyedperiod,havingstoodatabout9.4trillionyenin2013.ConveniencestoresinJapan,alsoknownaskonbini,sellavarietyoffreshandpackagedfoodaswellasnonedibledailynecessities.

ReadmoreNote(s):Japan;2013to2022Source(s):METI(Japan)SalesvalueofconveniencestoresinJapanin2022,bysegment(intrillionJapaneseyen)ConveniencestoresalesvalueinJapan2022,bysegmentSalesvalueintrillionJapaneseyen1.5

2.0

2.50.00.51.03.03.54.04.55.0Fastfoods&dailyfoodsNon-foods4.443.96ProcessedfoodsServices3.140.6511Description:In2022,thefastfoodanddailyfoodsegmentrepresentedthelargestrevenuesourceofconveniencestoresinJapan,witharound4.44trillionJapaneseyeninsales.

ReadmoreNote(s):Japan;2022Source(s):METI(Japan)RetailsalesvalueoffastfoodanddailyfoodssoldatconveniencestoresinJapanfrom2013to2022(intrillionJapaneseyen)ConveniencestorefastfoodanddailyfoodproductssalesrevenueinJapan2013-20225.04.64.544.424.444.54.03.53.02.52.01.51.00.50.04.294.314.34.093.813.49201320142015201620172018201920202021202212Description:In2022,theretailsalesvalueoffastfoodsanddailyfoodssoldatconveniencestoresinJapanamountedtoaround4.44trillionJapaneseyen.Thatyear,fastfoodsanddailyfoodsaccountedforthelargestsalesshareofcommoditiessoldatJapaneseconveniencestores.Figurespeakedin2019at4.6trillionyenafteracontinuousincreasethroughouttheprecedingdecade,andonlydippedintheeconomicallyexceptionalyearof2020.ReadmoreNote(s):Japan;2013to2022Source(s):METI(Japan)Retailsalesvalueofnon-foodproductssoldatconveniencestoresinJapanfrom2013to2022(intrillionJapaneseyen)Conveniencestorenon-fooditemssalesrevenueinJapan2013-20224.54.03.963.783.653.633.563.513.453.373.53.02.52.01.51.00.50.03.313.25201320142015201620172018201920202021202213Description:In2022,theretailvalueofnon-foodproductssoldatconveniencestoresinJapanamountedtoaround3.96trillionJapaneseyen,thehighestnumberofthepastdecade.Thesalesvalueincreasedcontinuouslythroughoutthesurveyedperiod,havingstoodatabout3.25trillionyenin2013.ReadmoreNote(s):Japan;2013to2022Source(s):METI(Japan)RetailsalesvalueofprocessedfoodssoldatconveniencestoresinJapanfrom2013to2022(intrillionJapaneseyen)ConveniencestoreprocessedfoodproductsalesrevenueinJapan2013-20223.53.253.233.173.143.083.093.082.933.02.52.01.51.00.50.02.772.65201320142015201620172018201920202021202214Description:In2022,theretailvalueofprocessedfoodssoldatconveniencestoresinJapanamountedtoaround3.14trillionJapaneseyen.Figureshadbeenincreasingthroughoutthepastdecadeuntiltheypeakedin2019ataround3.25trillionyen.

ReadmoreNote(s):Japan;2013to2022Source(s):METI(Japan)RetailsalesvalueofservicessoldatconveniencestoresinJapanfrom2013to2022(inbillionJapaneseyen)ConveniencestoreservicesalesrevenueinJapan2013-2022800700680.7651.78651.47646.06621.04613.16606.5600.886005004003002001000532.78481.04201320142015201620172018201920202021202215Description:In2022,thesalesvalueofservicesatconveniencestoresinJapanamountedtoaround651.47billionJapaneseyen.Figureshadbeenincreasingthroughoutthepastdecadeuntiltheypeakedin2019at680.7billionyen.

ReadmoreNote(s):Japan;2013to2022Source(s):METI(Japan)CHAPTER

03Seven-ElevenOperatingrevenueofSeven&iHoldingsCo.,Ltd.fromfiscalyear2013to2022(intrillionJapaneseyen)Seven&iHoldings'revenueFY2013-2022141210811.88.756.796.646.046.056.045.845.775.636420201320142015201620172018201920202021202217Description:Infiscalyear2022,theJapaneseretailgroupSeven&iHoldingsgeneratedoperatingrevenueofabout11.8trillionJapaneseyen,upfromabout8.8trillionyeninthepreviousyear.

ReadmoreNote(s):Japan;fiscalyears2013to2022;thecompany'sfiscalyearsstartonMarch1ofeachstatedyearandendsonFebruary28or29ofthefollowingyear;consolidatedfiguresSource(s):Seven&IHoldingsNetsalesofstoresoperatedbySeven-ElevenJapanCo.,Ltd.fromfiscalyear2013to2022(intrillionJapaneseyen)7-ElevenJapanstorenetsalesFY2013-202265.155.014.954.94.875432104.684.524.294.013.78201320142015201620172018201920202021202218Description:TheconveniencestorechainSeven-ElevenJapangeneratednetsalesexceedingfivetrillionJapaneseyen.ReadmoreNote(s):Japan;fiscalyears2013to2022;thecompany'sfinancialyearsstartonMarch1ofthestatedyearandendonFebruary28or29ofthefollowingyearSource(s):Lawson;Seven&IHoldingsNumberofSeven-ElevenstoresinJapanfromfiscalyear2016to2022(in1,000s)Numberof7-ElevenstoresinJapanFY2016-20222521.1721.2121.2520.8820.9220.2619.4220151050201620172018201920202021202219Description:Infiscalyear2022,Seven-ElevenJapanoperatedmorethan21thousandstoreswithinthedomesticmarket,representinganincreasefromabout19.4thousandstoresinfiscal2016.Seven-ElevenisaconveniencestorechainownedbySeven&IHoldingsCo.ReadmoreNote(s):Japan;fiscalyears2016to2022;thecompany'sfiscalyearsstartonMarch1ofthestatedyearandendonFebruary28or29ofthefollowingyear;figuresasoftheendofeachfiscalyearSource(s):Seven&IHoldingsNumberofemployeesatSeven-ElevenJapanfromfiscalyear2016to2022Numberof7-ElevenemployeesinJapanFY2016-202210,0009,0928,9598,9908,9308,8869,0008,0007,0006,0005,0004,0003,0002,0001,00008,5628,549201620172018201920202021202220Description:Attheendoffiscalyear2022,Seven-ElevenJapanemployedaround8.5thousandfull-timeemployees.Theemployeenumbersoftheconveniencestorechainpeakedin2019,exceedingninethousandpeople.

ReadmoreNote(s):Japan;fiscalyears2016to2022;thecompany'sfiscalyearsstartonMarch1ofthestatedyearandendonFebruary28or29ofthefollowingyear;full-timeemployeesattheendofeachfiscalyearSource(s):Seven&IHoldingsCHAPTER

04LawsonGrossoperatingrevenueofLawson,Inc.fromfiscalyear2013to2022(inbillionJapaneseyen)Lawson'soperatingrevenueFY2013-20221,2001,000800988.62730.24700.65698.37666657.32631.29583.45600497.91485.254002000201320142015201620172018201920202021202222Description:Infiscalyear2022,Lawsongeneratedanoperatingrevenueofalmost989billionJapaneseyen.Withinthelastdecade,theJapaneseconveniencestorefranchisechainrecordedastablegrowthinoperatingrevenue,withthefirstdeclineoccurringinfiscal2020.ReadmoreNote(s):Japan;fiscalyears2013to2022;thecompany'sfinancialyearsstartonMarch1ofthestatedyearandendonFebruary28or29ofthefollowingyearSource(s):LawsonNetsalesofLawsonconveniencestoresinJapanfromfiscalyear2013to2022(intrillionJapaneseyen)NetsalesofLawsonstoresinJapanFY2013-20222.52.352.292.32.212.162.172.041.961.941.932.01.51.00.50.0201320142015201620172018201920202021202223Description:Infiscalyear2022,Lawson,Inc.generatedaround2.3billionJapaneseyeninnetsalesthroughitsconveniencestoresinJapan.ThecompanyisamajorkonbinioperatorinJapan,withstoresincludingtheLawson,NaturalLawson,andLawsonStore100brands.ReadmoreNote(s):Japan;fiscalyear2013to2022;theJapanesefiscalyearrunsfromApril1toMarch31ofthefollowingyear;consolidateddataSource(s):LawsonNumberofstoresoperatedbyLawson,Inc.inJapanfromfiscalyear2013to2022(in1,000s)Lawson'sstorenumbersinJapanFY2013-20221614.6614.6614.6314.4414.4813.991413.1112.412.2811.61121086420201320142015201620172018201920202021202224Description:Infiscalyear2022,theJapaneseconveniencestorefranchisechainLawsonoperatedover14.6thousandstoresinJapan,remainingabove14thousandstoresforthefifthconsecutiveyear.

ReadmoreNote(s):Japan;fiscalyears2013to2022;thecompany'sfinancialyearsstartonMarch1ofthestatedyearandendonFebruary28or29ofthefollowingyear;figuresasofyear-endSource(s):LawsonNumberofemployeesworkingforLawson,Inc.fromfiscalyear2013to2022Lawson'semployeenumbersFY2013-202212,00010,00010,64810,57210,39510,38510,36210,0289,4038,3777,6068,0006,0004,0002,00006,336201320142015201620172018201920202021202225Description:Infiscalyear2022,theJapaneseconveniencestorefranchisechainLawsonemployedaround10.6thousandpeople,representingadecade-high.

ReadmoreNote(s):Japan;fiscalyears2013to2022;thecompany'sfinancialyearsstartonMarch1ofthestatedyearandendonFebruary28or29ofthefollowingyear;figuresasofyear-endSource(s):LawsonCHAPTER

05FamilyMartGrossoperatingrevenueofFamilyMartCo.,Ltd.fromfiscalyear2013to2022(inbillionJapaneseyen)FamilyMart'soperatingrevenueFY2013-2022900843.828007006005004003002001000637.01617.17517.06473.36461.5451.46427.68374.43345.62013201420152016*20172018201920202021202227Description:InthefiscalyearendedFebruary2023,FamilyMartgeneratedgrossoperatingrevenueof461.5billionJapaneseyen,upby10billionyencomparedtothepreviousfiscalyear.

ReadmoreNote(s):Japan;fiscalyears2013to2022;thecompany'sfiscalyearsstartonMarch1ofthestatedyearandendonFebruary28or29ofthefollowingyear;consolidatedfigures;*Thesourceprovidestheinformation,thatFamilyMartCo.,Ltd.[...]

ReadmoreSource(s):FamilyMartNetsalesofFamilyMartCo.,Ltd.inJapanfromfiscalyear2019to2022(inbillionJapaneseyen)NetsalesofFamilyMartinJapanFY2019-202290807060504082.5971.9257.73302010026.56201920202021202228Description:Infiscalyear2022,FamilyMartreportedsalesexceeding82billionJapaneseyeninJapan,upfromabout72billionyeninthepreviousfiscalyear.ReadmoreNote(s):Japan;fiscalyear2019to2022;thecompany'sfiscalyearsrunfromMarch1ofeachstatedyeartoendofFebruaryofthefollowingyear;non-consolidateddataofstoresindirectoperationSource(s):FamilyMartNumberofstoresoperatedbyFamilyMartCo.,Ltd.inJapanfromfiscalyear2016to2022(in1,000s)FamilyMart'sstorenumbersinJapanFY2016-20222018.131816141210817.2316.6116.6516.5716.5316.436420201620172018201920202021202229Description:Attheendofthefiscalyear2022,FamilyMartoperatedaround16.5thousandchainstoresinJapan,decliningslightlyfromthepreviousyear.Themajorityofdomesticallyoperatedstoresarepartofitsfranchisingbusiness,withlessthan700underdirectmanagement.ReadmoreNote(s):Japan;fiscalyears2016to2022;thecompany'sfiscalyearstartsonMarch1ofeachstatedyearandendedonFebruary28or29ofthefollowingyear;figuresasofendoffiscalyear;includingfranchisestoresSource(s):FamilyMartNumberofemployeesatFamilyMartCo.,Ltd.fromfiscalyear2016to2022(in1,000s)FamilyMart'semployeenumberFY2016-2022Full-timePart-time60504031.7628.05302010010.115.5513.9620196.0613.0720204.987.0217.7820174.466.8816.615.14201820162021202230Description:Infiscalyear2022,FamilyMartemployedaroundseventhousandpeopleinfull-timepositions.Thenumberofpart-timersworkingfortheJapaneseconveniencestoreoperatorreachedaroundfivethousandinthesametimeperiod.

ReadmoreNote(s):Japan;fiscalyears2016to2022;thecompany'sfiscalyearrunsfromMarch1ofeachstatedyeartoFebruary28or29ofthefollowingyear;consolidatedfiguresSource(s):FamilyMartCHAPTER

06OtheroperatorsGrossoperatingrevenueofMinistopCo.,Ltd.fromfiscalyear2016to2022(inbillionJapaneseyen)Ministop'sgrossoperatingrevenueFY2016-2022250206.96205.3196.96193.4420015010050183.68180.1981.292022020162017201820192020202132Description:Infiscalyear2022,thegrossoperatingrevenueofMinistopamountedtoabout81.3billionJapaneseyen,upfromapproximately183.7billionyeninthepreviousyear.

ReadmoreNote(s):Japan;fiscalyears2016to2022;thecompany'sfiscalyearrunfromMarch1ofeachstatedyeartoFebruary28or29ofthefollowingyear;consolidatedfigures;excludingconsumptiontaxSource(s):MinistopJapanNumberofdomesticstoresofMinistopCo.,Ltd.inJapanfromfiscalyear2016to2022Ministop'snumberofstoresJapanFY2016-20222,5002,2632,2642,1971,9971,9991,9592,0001,5001,0005001,9070201620172018201920202021202233Description:Infiscalyear2022,thenumberofconveniencestoresoperatingdomesticallyundertheMinistopfranchisechaininJapanamountedto1,907.Thismarkedadecreasefrom2,263thousandstoresinfiscal2016.

ReadmoreNote(s):Japan;fiscalyears2016to2022;thecompany'sfiscalyearrunfromMarch1ofeachstatedyeartoFebruary28or29ofthefollowingyear;figuresasofendofthefiscalyearSource(s):MinistopJapanNetsalesoftheDailyYamazakibusinessatYamazakiBakingCo.,Ltd.inJapanfromfiscalyear2013to2022(inbillionJapaneseyen)DailyYamazaki'snetsalesFY2013-20228070.4770.7468.5270605040302010066.964.8863.8960.5759.7455.0437.17201320142015201620172018201920202021202234Description:Infiscalyear2022,DailyYamazakistoresgeneratedmorethan64.9billionJapaneseyeninnetsales,anincreasefromjustover60billionyeninthepreviousyear.

ReadmoreNote(s):Japan;fiscalyears2013to2022;thecompany'sfiscalyearsendDecember31;non-consolidatedfiguresSource(s):YamazakiBakingNumberofDailyYamazakistoresinJapanfromfiscalyear2013to2022DailyYamazakistorenumbersFY2013-20221,8001,5861,5861,5711,5611,5531,6001,4001,2001,0008001,4931,4431,4201,3891,3496004002000201320142015201620172018201920202021202235/statistics/871755/daily-yamazaki-store-numbersInfiscalyear2022,around1.35thousandstoresofDailyYamazakiwereinoperationinJapan,representingadecadelow.DailyYamazakiisaconveniencestore(konbini)franchisechain,ownedbytheJapanesefoodmanufacturerYamazakiBaking.

ReadmoreNote(s):Japan;fiscalyear2013to2022;thecompany'sfiscalyearsendDecember31;consolidateddataSource(s):YamazakiBakingGrossoperatingrevenueofPoplarCo.,Ltd.fromfiscalyear2018to2023(inbillionJapaneseyen)Poplar'sgrossoperatingrevenueFY2018-20233528.773025201510526.0925.3719.2413.6313.06202302018201920202021202236Description:Infiscalyear2023,thegrossoperatingrevenueofPoplaramountedtoabout13.1billionJapaneseyen,aslightdecreasefromabout13.6billionyeninthepreviousfiscalyear.

ReadmoreNote(s):Japan;fiscalyears2019to2023;thecompany'sfiscalyearendedFebruary28or29ofeachstatedyear;consolidatedfiguresSource(s):PoplarNumberofstoresofPoplarCo.,Ltd.fromfiscalyear2018to2023Poplar'snumberofstoresFY2018-202350045040035030025020015010050475473461368370364020182019202020212022202337Description:Infiscalyear2023,thenumberofconveniencestoresoperatingunderthePoplarfranchisechaininJapanamountedto370.Thismarkedadecreaseofover100storessincefiscalyear2018.PoplarCo.,Ltd.operatesprimarilyintheChugokuregion,whereitsheadquartersislocatedandfromwhereitstartedtoexpandtowardsneighboringregions.ReadmoreNote(s):Japan;fiscalyears2018to2023;asofendofFebruaryofeachstatedyear;consolidatedfiguresSource(s):PoplarCHAPTER

07ConsumerbehaviorSalesrevenueperpurchaseofconvenience