2022年8月外文研究报告grocery shopping in china

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MARKETSGroceryshoppinginChinaCHAPTER

01HouseholdfinancesandfoodconsumptionAnnualpercapitadisposableincomeofurbanandruralhouseholdsinChinafrom1990to2021(inyuan)AnnualpercapitadisposableincomeofurbanandruralChina1990-2021UrbanhouseholdsRuralhouseholds50,00045,00040,00035,00030,00025,00020,00015,00010,0005,0000199020002010201120122013201420152016201720182019202020214Description:In2021,theannualpercapitadisposableincomeofruralhouseholdsinChinawasapproximately18,931yuan,roughly40percentoftheincomeofurbanhouseholds.AlthoughlivingstandardsinChina`sruralareashaveimprovedsignificantlyoverthepast20years,theincomegapbetweenruralandurbanhouseholdsisstilllarge.ReadmoreNote(s):China;1990to2021Source(s):NationalBureauofStatisticsofChinaAnnualdisposableincomeofurbanhouseholdmembersinChinain2020,byregion(inyuan)AnnualdisposableincomeofurbanhouseholdmembersinChina2020,byregion60,00052,027.150,00040,00030,00020,00010,000037,658.237,548.135,700.1EasternChinaCentralChinaWesternChinaNortheasternChina5Description:ThisstatisticdepictstheannualdisposableincomeofurbanhouseholdmembersinChinain2020,byregion.In2020,thedisposableannualincomeofurbanhouseholdmembersinEasternChinacametoaround52,027yuanR.

eadmoreNote(s):China;2020Source(s):NationalBureauofStatisticsofChinaPercapitaexpenditureofprivateurbanhouseholdsinChinaonfood,tobaccoandliquorfrom1990to2021(inyuan)PercapitaexpenditureofurbanhouseholdsinChinaonfood1990-202110,0009,0008,6787,8817,732.68,0007,0006,0005,0004,0003,0002,0001,00007,2397,0016,762.46,359.76,040.856,0005,570.75,506.334,804.711,971.32693.77199020002010201120122013*201420152016201720182019202020216Description:In2021,thespendingofonememberofaprivateurbanhouseholdinChinaamountedtoapproximately8,678yuanonfood,tobacco,andliquor.ThepercapitafoodexpenditureinurbanChinahasgrownsteadilysince2013R.

eadmoreNote(s):China;1990to2021;*Thecalculationmethodhasbeenadjustedin2013.Oneyuanequalsapproximately0.16U.S.dollarsand0.14euros(asofJanuary2022).FiguresforearlieryearshavebeentakenfrompreviouspublicationsR.

eadmoreSource(s):NationalBureauofStatisticsofChinaPercapitaexpenditureofprivateurbanhouseholdsinChinaonfood,tobaccoandliquorin2020,byregion(inyuan)PercapitaexpenditureofurbanhouseholdsinChinaonfood2020,byregionExpenditureinyuan6,00002,0004,0008,00010,00012,00014,000ShanghaiGuangdongZhejiangFujian11,515.110,794.79,913.79,6739,122.28,896.18,751.4TianjinHainanBeijingSichuan8,741.18,637.78,618.8TibetChongqingJiangsu8,291.77,880.57,807.1NationalaverageHunan7Description:ThisstatisticshowsthepercapitaexpenditureofprivateurbanhouseholdsinChinaonfood,tobaccoandliquorin2020,byregion.Thatyear,onememberofaprivateurbanhouseholdinShanghaispentapproximately11,515yuanonfood,tobaccoandliquor.ReadmoreNote(s):China;2020Source(s):NationalBureauofStatisticsofChinaPercapitaconsumptionofmajorfoodsinChinain2014and2020,byproduct(inkilograms)PercapitafoodconsumptioninChina2014-2020,byproducttypePercapitaconsumptioninkilograms20202014600204080100120140160141.2141Unprocessedgrain(incl.cereal,tuber,beans)VegetablesandediblemushroomsDriedandfreshfruitsandnutsProductsofmeat(excl.poultry)Aquaticproducts103.796.956.342.224.825.613.910.81312.6MilkanddairyproductsEggs12.88.612.7Poultry810.412.3Edibleoilandfats1.31.3Sugar8Description:In2020,theunprocessedgrainpercapitaconsumptionnationwideamountedto141.2kilogramsinChina.Thisamountwasonaverage20kilogramshigherthangrainconsumptioninurbanhouseholds.However,thepercapitaconsumptionofsugarremainedquitesimilar,around1.2and1.3kilogramsinurbanhouseholdsandnationwiderespectively.ReadmoreNote(s):China;2014and2020Source(s):NationalBureauofStatisticsofChinaPercapitaconsumptionofmajorfoodsinurbanhouseholdsinChinain2020,byproduct(inkilograms)PercapitafoodconsumptioninurbanChina2020,byproducttypePercapitaconsumptioninkilograms40

6002080100120120.2140Unprocessedgrain(incl.cereal,tuber,beans)VegetablesandediblemushroomsDriedandfreshfruitsandnutsProductsofmeat(excl.poultry)MilkanddairyproductsAquaticproducts109.865.927.417.316.6Eggs13.5139.9PoultryEdibleoilandfatsSugar1.29Description:In2020,anaverageChinesepersonfromanurbanhouseholdconsumedaround120.2kilogramsofunprocessedgrain.Thatyear,theaverageconsumptionofsuchfoodcategoriesasgrain,vegetables,dairyandeggshasincreasedinurbanChina.However,thepercapitaconsumptionofmeat,aquaticproductsanddriedorfreshfruitshasslightlydecreasedcomparedto2019.ReadmoreNote(s):China;2020Source(s):NationalBureauofStatisticsofChinaCHAPTER

02FMCGretailmarketMarketsizeoffreshgroceriesanddailynecessitiesretailinChinafrom2016to2020withestimatesuntil2025(intrillionyuan)MarketsizeofFMCGretailinChina2016-2025,bysegmentDailynecessitiesFreshgroceries1614121086.86.56.15.85.45.14.84.54.23.968.447.97.46.96.565.65.24.84.520201620172018201920202021*2022*2023*2024*2025*11Description:In2020,Chinarecordedaretailvalueof5.1trillionyuanfromfreshgroceries.Thesizeofthemarketincreasedconsiderablyincomparisonwiththepreviousyearandwasestimatedtocontinuetoincreaseby2025.ReadmoreNote(s):China;2016to2020;*Estimate.Oneyuanequalsapproximately0.15U.S.dollarsand0.13euros(asofJuly2021).ReadmoreSource(s):CIC;USSecuritiesandExchangeCommissionSalesvalueoffastmovingconsumergoods(FMCG)inurbanretailmarketinChinafrom2012to2021(inbillionyuan)FMCGsalesinurbanretailmarketinChina2012-20211,6001,4331,3821,3891,4001,2001,00080060040020001,3111,2461,187.81,1421,090.9997.4925.5201220132014201520162017201820192020202112Description:In2021,thesalesvalueofFMCGintheurbanretailmarketinChinaamountedtoaround1.43trillionyuan,increasingfromaround1.39trillionyuaninthepreviousyear.Inthatyear,e-commercechannelsaccountedformorethan30percentofChina'surbanFMCGretailsales.ReadmoreNote(s):China;2012to2021Source(s):Bain&Company;KantarWorldpanelAnnualgrowthrateofconsumerspendingonfastmovingconsumergoods(FMCG)inChinain4thquarterof2021,bycategoryGrowthrateofconsumerspendingonFMCGinChinaQ42021Year-on-yeargrowthrate4%-2%0%2%6%8%10%BeveragesHomecareDairy8.2%6.2%4.2%PersonalcareFMCGtotalFood3.9%3.1%-1.3%13Description:Thestatisticshowsthegrowthrateofconsumerspendingonfastmovingconsumergoods(FMCG)inChinainthefourthquarterof2021,comparedtothesamequarterofthepreviousyear.Inthelastquarterof2021,spendingonpersonalcareincreasedby3.9percentfromthelastquarteroftheyearearlierinChina.ReadmoreNote(s):China;Q42021Source(s):KantarWorldpanelAnnualgrowthoffast-movingconsumergoods(FMCG)marketvalueinChinain2021,bycitytierAnnualgrowthofFMCGmarketinChina2021,bycitytierYear-on-yeargrowth2.0%

2.5%0.0%0.5%1.0%1.5%3.0%3.5%4.0%4.5%Tier-10.8%Tier-2Tier-3Tier-4Tier-53.7%4.1%2.7%2.5%14Description:In2021,China'stier-3citiesrecordedthehighestyear-on-yeargrowthintermsofFMCGmarketvalue,amountingto4.1percent.Comparatively,theFMCGmarketintier-1citiesonlygrewby0.8percent.ReadmoreNote(s):China;2021Source(s):Bain&Company;KantarWorldpanelDistributionoffastmovingconsumergoods(FMCG)retailsalesvalueinChinain2021,bysaleschannelShareofFMCGretailsalesvalueinChina2021,byretailchannelConveniencestore3%Grocerystore2%Others13%Online27%Workunit/gift14%Supermarket24%Hypermarket16%15Description:Thestatisticdepictsthedistributionoffastmovingconsumergoods(FMCG)retailsalesvalueinChinain2021,bysaleschannel.Duringthatperiod,retailsalesvalueofFMCGinsupermarketsaccountedfor24percentofthetotalFMCGretailsalesinChina.

ReadmoreNote(s):China;2021Source(s):KantarWorldpanelLeadingsupermarketandhypermarketoperatorsinChinain2021,basedonsalesvalue(inbillionyuan)LeadingFMCGretailersinChina2021,basedonsalesvalueSalesvalueinbillionyuan30

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500102060708090100110Walmart(China)InvestmentCo.,Ltd.YonghuiSuperstoresCo.,Ltd.SunArtRetailGroupLtd.99.0498.9798.01ChinaResourcesVanguardCo.Ltd.WumartHoldings78.1759.6755.71LianhuaSupermarketHoldingsCo.,Ltd.JiajiayueGroupCo.,Ltd.31.39ZhongbaiHoldingGroupCo.,Ltd.CarrefourChinaInc.22.6420.0719.37BBKGroup16Description:In2021,WalmartChinarankedfirstinChinawiththevalueofannualsalesamountingtoaround99billionyuan.Inthemeantime,YonghuiSuperstoresCo.,Ltd.generatedapproximately98.97billionyuanR.

eadmoreNote(s):2021Source(s):ChinaChainStore&FranchiseAssociationLeadingconveniencestoreoperatorsinChinain2021,basedonnumberofstoresLeadingconveniencestoreoperatorsinChina2021,basedonnumberofstoresNumberofstores5,000010,00015,00020,00025,00030,000SinopecGroup(EasyJoy)DongguanSugar&LiquorGroupMeiyijiaConvenienceStoreCo.,Ltd.(Meiyijia)PetroChinaCo.,Ltd.(uSmile)28,24926,16820,178GuangdongTianfuChainBusinessCo.,Ltd(Tianfu)XingshengCommunityNetworkServiceCo.Ltd.(FurongXingsheng)Lawson(China)Holdings,Inc.(Lawson)6,6265,2804,4663,6022,902ChengduHongqiChainstoreCo.,Ltd.(Hongqi)FamilyMartChina(FamilyMart)Seven-ElevenChina(7-Eleven)2,8932,873C&UGroup(Shizu,Zhishang)17Description:Basedonthenumberofstores,thestate-ownedChinaPetroleumandChemicalCorp,alsoknownasSinopecGroup,rankedfirstamongtheleadingconveniencestoreoperatorsinChinain2021.EasyJoy,aSinopecGroupconveniencestorechain,hadaround27,600branchesinChinathatyear.ReadmoreNote(s):China;asofDecember31,2021Source(s):ChinaChainStore&FranchiseAssociation;KPMGLeadingfastmovingconsumergoods(FMCG)brandsbasedonhouseholdpenetrationinChinain2021MostpopularFMCGbrands'householdpenetrationinChina2021Householdpenetrationrate40%

50%0%10%20%30%60%70%80%90%100%YiliMengniu92.4%90.3%MasterKongHaday83.2%79.2%WantWantNongfuSpringShuanghuiHearttex66.1%64.4%62.3%60.2%Vinda55.4%Bright40.2%18Description:DairybrandYilirankedfirstforsevenconsecutiveyearsinKantarWorldpanel'sChineseFMCGbrandranking.In2021,thebrandreached92.4percenthouseholdpenetrationrate.ReadmoreNote(s):China;November2020toOctober2021;across52countriescovering87percentofglobalGDPSource(s):CTRMarketResearch;KantarWorldpanelCHAPTER

03FoodandbeveragesFoodmarketrevenueinChinafrom2017to2021withforecastsuntil2027,bysegment(inbillionU.S.dollars)ForecastofthefoodmarketrevenueinChina2017-2027TotalDairyProducts&EggsBread&CerealProductsConfectionery&SnacksMeatFish&SeafoodSauces&SpicesPetFoodFruits&NutsVegetablesOils&FatsBabyFoodConvenienceFoodSpreads&Sweeteners2,5002,0001,5001,0005000201720182019202020212022*2023*2024*2025*2026*2027*20Description:Therevenueinthefoodindustryisestimatedtoincreaseto1,980.6billionU.S.dollarsuntil2027.Similiartotoday,Bread&CerealProductsisestimatedtoremainthebiggestsegmentinthemarketwith343.6billionU.S.dollarsR.

eadmoreNote(s):China;2017to2021Source(s):RetailsalesvalueoffreshfoodinChinafrom2016to2021withestimatesuntil2026(intrillionyuan)RetailsalesvalueoffreshfoodinChina2016-202698.487.88765432107.186.626.15.875.645.194.013.673.472016201720182019202020212022*2023*2024*2025*2026*21Description:In2021,theretailsalesvalueoffreshfoodinChinatotaledaround5.64trillionyuan,decreasingfrom5.87trillionyuaninthepreviousyear.Nevertheless,China'sfreshfoodretailmarketisestimatedtoreacharound8.5billionyuanin2026R.

eadmoreNote(s):China;2016to2021;*Estimate.Figureshavebeenrounded.Oneyuanequalsapproximately0.15U.S.dollarsand0.15euros(asofJuly2022).ReadmoreSource(s):Frost&Sullivan;HKExnewsRetailsalesvalueofpackagedfoodinChinain2016and2020withforecastsfor2021and2025(inbillionU.S.dollars)RetailsalesvalueofpackagedfoodinChina2016-2025400366.75350298.0130025020015010050283.98228.40201620202021*2025*22Description:PackagedfoodretailsalesinChinain2020wereabout284billionU.S.dollars.Inthenextfewyears,packagedfoodretailsalesareexpectedtogrowataCAGRof5.3percentandreach366.7billionU.S.dollarsin2025.ReadmoreNote(s):China;2016and2020;*Estimate.ReadmoreSource(s):AgricultureandAgri-FoodCanada;EuromonitorRetailsalesvalueofthenon-alcoholicbeveragemarketinChinafrom2009to2019(inbillionyuan)AnnualretailsalesvalueofChina'snon-alcoholicbeveragemarket2009-20191,8001,7021,6001,4001,2001,0008001,518.91,3551,208.51,078962.6872.6800697.7546.6600445.340020002009201020112012201320142015*2016*2017*2018*2019*23Description:Thisstatisticshowstheretailsalesvalueofthenon-alcoholicbeveragemarketinChinafrom2009to2014,withestimatesupuntil2019.In2013,retailsalesofChina'snon-alcoholicbeveragemarkethadamountedto1,702billionyuanR.

eadmoreNote(s):China;2009to2014;*Estimate.Note:1yuanequalsapproximately0.16U.S.dollarsand0.14euros(asofOctober2015).ReadmoreSource(s):Frost&Sullivan;HKExnewsFoodmarketaveragerevenueperuserinChinafrom2017to2021withforecastsuntil2027(inU.S.dollars)ForecastofthefoodmarketaveragerevenueperuserinChina2017-20271,6001,347.641,4001,273.691,158.411,2001,00080060040020001,052.16949.32864.65813.92728.63638.77596.85521.69201720182019202020212022*2023*2024*2025*2026*2027*24Description:TheaveragerevenueperuserofthefoodindustryinChinaisforecastedtocontinuouslyincreaseby483U.S.dollarswithinthenextyears.Aftertenthconsecutiveincreasingyears,theaveragerevenueperuserisestimatedtoreach1347.64U.S.dollarsandthereforeanewpeakin2027.Notably,theaveragerevenueperuseroftheFoodindustrywascontinuouslyincreasingoverthepastyears.ReadmoreNote(s):China;2017to2021Source(s):LeadingChinesefoodandbeveragecompaniesontheFortuneChina500rankingin2022,basedonrevenue(inbillionyuan)LeadingChinesefoodandbeveragecompaniesontheFortuneChina500ranking2022Revenueinbillionyuan020406080100120140160180200WHGroupKweichowMoutai176.1109.46110.6InnerMongoliaYiliIndustrialGroupChinaMengniuDairy88.14HenanShuanghuiInvestmentandDevelopmentWuliangyeYibin66.866.21ChinaResourcesBeer33.39HaidilaoInternationalHoldingTsingtaoBreweryCompanyNongfuSpring41.1130.1729.725Description:ThisstatisticshowstheleadingChinesefoodandbeveragecompaniesontheFortuneChina500rankingin2022.Therankingisbasedontotalrevenuesin2021andhasbeenreleasedinJuly2022.WHGroupranked71stamongallsectorswithanannualrevenueofnearly176.1billionyuanin2021.ReadmoreNote(s):China;2021Source(s):FortuneLeadingfoodbrandsinChinain2021,basedonannualgrowthofConsumerReachPointsFastest-growingfoodbrandsinChina2021CRPgrowthrate6%0%2%4%8%10%12%14%QianheFuLinmenDonggu12.2%9.5%3.7%ChuBangLay's2.4%1.4%26Description:ChinesecondimentbrandQianhebecamethefastest-growingfoodbrandintheChinesemarketin2021,withanannualCRPgrowthof12.2percent.Inthatyear,Qianhereachedahouseholdpenetrationrateof21.4percentinmainlandChinaR.

eadmoreNote(s):China;November2020toOctober2021;across52countriescovering87percentofglobalGDPSource(s):CTRMarketResearch;KantarWorldpanelCHAPTER

04HomeandpersonalcareproductsHome&laundrycaremarketrevenueinChinafrom2016to2021withforecastsuntil2026,bysegment(inbillionU.S.dollars)Forecastofthehome&laundrycaremarketrevenueinChina2016-2026TotalLaundryCareHouseholdCleanersDishwashingDetergentsPolishes,RoomScents&Insecticides25201510502016201720182019202020212022*2023*2024*2025*2026*28Description:TheoverallHome&LaundryCareindustryinChinaisforecasttoincreasetoarevenueof22.9billionU.S.dollarsuntil2026.With14.4billionU.S.dollars,theLaundryCaresegmentisforecasttoremainthebiggestsegmentinthemarket.Read

moreNote(s):China;2016to2021Source(s):MarketsizeoftoiletriesindustrybasedonretailsalesinChinafrom2015to2020withestimatesuntil2025(inbillionyuan)RetailsalesoftoiletriesindustryinChina2015-2025400347.8350323.9301.630025020015010050279.7259.6245.1222.3202.2189.2173.6151.402015201620172018201920202021*2022*2023*2024*2025*29Description:In2020,theretailsalesoftoiletriesproductsinChinaamountedto245.1billionyuan,increasingfrom222.3billionyuanin2019.Themarketisexpectedtoreach347.8billionyuanby2025.Toiletriesproductsrefertoproductsusedforpersonalhygieneorgrooming,includingbathandshower,skincare,haircare,andoralcareproducts.ReadmoreNote(s):China;2015to2020;*Estimate.Oneyuanequalstoapproximately0.16U.S.dollarsand0.14euro(asofApril2022).ReadmoreSource(s):Frost&Sullivan;HKExnewsRetailtraderevenueofcosmeticsinChinafromJanuary2021toJuly2022(inbillionyuan)RetailsalesofcosmeticsinChinabymonth2021-2022706050403020100Jul'21Aug'21Sep'21Oct'21Nov'21Dec'21Jan/Feb'22Mar'22Apr'22May'22Jun'22Jul'2230Description:InJuly2022,cosmeticsretailsalesinChinaamountedtoaround25.3billionyuan.Themarketwitnessedasignificantdecreaseinrevenueduringthefirstmonthsof2020duetothecoronavirus(COVID-19)pandemic,whichaffectedconsumergoodssalesingeneral.However,resultedfromChina'seffectivepandemicmanagement,theretailtradevaluesawaswiftrecovery.ReadmoreNote(s):China;July2021toJuly2022Source(s):NationalBureauofStatisticsofChinaLeadinghomecarebrandsinChinain2021,basedonannualgrowthofConsumerReachPointsFastest-growinghomecarebrandsinChina2021CRPgrowthrate15%0%5%10%20%25%30%C&SOmo23.9%17.9%Vinda12.6%Supra9.8%Comfort8.9%31Description:ChinesehouseholdpaperproductbrandC&Sbecamethefastest-growinghomecarebrandintheChinesemarketin2021,withanannualCRPgrowthof23.9percent.Inthatyear,C&Sreachedahouseholdpenetrationrateof23.5percentinmainlandChina.

ReadmoreNote(s):China;November2020toOctober2021;across52countriescovering87percentofglobalGDPSource(s):CTRMarketResearch;KantarWorldpanelLeadinghealthandbeautybrandsinChinain2021,basedonannualgrowthofConsumerReachPointsFastest-growinghealthandbeautybrandsinChina2021CRPgrowthrate15%0%5%10%20%25%30%C&SBotareClear24.4%20.8%15.7%VindaKotex14.9%14.8%32Description:BeautybrandC&Sbecamethefastest-growinghealthandbeautybrandintheChinesemarketin2021,withanannualCRPgrowthof24.4percent.Inthatyear,C&Sreachedahouseholdpenetrationrateof33.8percentinmainlandChinaR.

eadmoreNote(s):China;November2020toOctober2021;across52countriescovering87percentofglobalGDPSource(s):CTRMarketResearch;KantarWorldpanelCHAPTER

05GroceryshoppingonlineE-commercepenetrationrateofdailynecessitiesinChinafrom2016to2020withestimatesuntil2025OnlineshoppingpenetrationrateofeverydaynecessitiesinChina2016-202560%50%40%30%20%10%0%47.7%44%40.2%36.2%32%27.5%22.1%18.5%16%13.5%201620172018201920202021*2022*2023*2024*2025*34Description:Asof2020,thee-commercepenetrationratefordailynecessitiesreached27.5percentinChina,growingfrom22.1percentinthepreviousyear.Dailynecessitiesincludedprocessedfoodandotherhouseholdsupplies.ReadmoreNote(s):China;2016to2020;*Estimate.ReadmoreSource(s):CIC;USSecuritiesandExchangeCommissionShareofe-commercesalesintheurbanFMCGretailmarketinChinafrom2014to2021OnlineretailshareinurbanFMCGretailmarketinChina2014-202135%30.9%30%27.8%25%20%15%10%5%21.6%17.1%13.8%11.1%7.9%20156%0%201420162017201820192020202135Description:Thisstatisticdescribestheshareofe-commercesalesinChina'surbanFMCGretailmarketfrom2014to2021.In2021,onlinesalesaccountedfor30.9percentoftheFMCGretailmarketinurbanChina.Thecoronavirusoutbreakatthebeginningof2020acceleratedthedevelopmentofonlinegroceryshoppinginChina.ReadmoreNote(s):China;2014to2021Source(s):Bain&Company;KantarWorldpanelRetailsalesvalueoffreshfoodinChinafrom2016to2021withestimatesuntil2026,bychannel(intrillionyuan)RetailsalesvalueoffreshfoodinChina2016-2026,bychannelOnlineOffline765432106.596.295.845.55.285.224.914.853.793.523.371.91.61.341.110.890.730.590.340.220.1520170.1201620182019202020212022*2023*2024*2025*2026*36Description:In2021,theonlineretailsalesvalueoffreshfoodinChinatotaledaround0.73trillionyuan,increasingfrom0.59trillionyuaninthepreviousyear.TheoutbreakoftheCOVID-19pandemichasacceleratedthedevelopmentofChina'sfreshfoode-commerce.ReadmoreNote(s):China;2016to2021;*Estimate.Figureshavebeenrounded.Oneyuanequalsapproximately0.15U.S.dollarsand0.14euros(asofJuly2022).ReadmoreSource(s):Frost&Sullivan;HKExnewsGrossmerchandisevolumeoffreshfoode-commerceinChinafrom2013to2021(inbillionyuan)Freshfoode-commerceGMVinChina2013-2021500465.8145040035030025020015010050364.13255.45195140.2891.454.22913020132014201520162017201820192020202137Description:Freshfoodisoneoftherapidlydevelopinge-commercesectorsinChina.In2021,thegrossmerchandisevolumeoffreshfoode-commerceamountedtoapproximately465.81billionyuan,increasingfromabout364billionyuaninthepreviousyearR.

eadmoreNote(s):China;2013to2021Source(s):100PenetrationrateofonlinefreshfoodshoppinginChinafrom2013to2021Freshgrocerye-commercepenetrationrateinChina2013-20219%7.91%8%7%6%5%4%3%2%1%0%7.63%4.67%3.8%2.97%2.02%20161.29%20150.59%20140.36%20132017201820192020202138Description:In2021,thepenetrationrateofonlinefreshgroceryshoppinginChinareached7.91percent.China'sfreshproducte-commercemarketgeneratedaGMVofaround465billionyuanin2021.Read

moreNote(s):China;2013to2021Source(s):100Numberofmonthlyactiveusersoffreshfoode-commerceinChinaasofSeptember2021,bycompany(inmillions)Numberofmonthlyactiveusersoffreshfoode-commerceinChina2021,byplatformNumberofmonthlyactiveusersinmillions024681012141618DmallDada-JDDaojiaYonghui16.810.677.48HemaFreshDingDongMissfresh6.834.423.212.92.832.582.52MeicaiSam'sclubRT-MartFreshPupuMall39Description:AsofSeptember2021,thenumberofmonthlyactiveusersofDmallinChinaamountedto16.8million,makingitthelargestfreshcommerceserviceproviderinChina.Dada-JDDaojia,owningbyJD.com,rankedsecondwitharound10.7millionMAUs.ReadmoreNote(s):China;asofSeptember2021Source(s):FastdataCHAPTER

06COVID-19impactsongroceryshoppingDistributionofleadingfast-movingconsumergoods(FMCG)companiesinChinain2021,byannualrevenuechangeRevenuechangesofleadingFMCGcompaniesinChina2021Decreased15.9%Aboutthesame13.6%Increased70.0%41Description:Asurveyamongover200listedFMCGcompaniesinChinafoundthatmorethan70percentreportedpositiverevenuegrowthin2021.Only15.9percentofthebusinessessurveyedexperiencedadeclineinrevenueR.

eadmoreNote(s):China;2021;approx.200;amonglistedFMCGenterprisesSource(s):;Website()Opinionsonthefutureoffast-movingconsumergoods(FMCG)industryinthecomingyearamongmanagersinChinaasof2021OutlookforthedevelopmentofFMCGindustryinChina2021Pessimistic10.0%Veryoptimistic14%Somewhatoptimistic23.8%Neutral51.7%42Description:InaChinesesurveyin2021,over51percentofrespondentsheldneutralviewsaboutthefutureoftheFMCGindustryin2022.Comparatively,14percentofmanagerssurveyedwereveryoptimisticabouttheFMCGsector'sfutureR.

eadmoreNote(s):China;2021;approx.100;amonghigh-levelmanagersofwell-knownFMCGenterprisesSource(s):NewOriental;Website()PerceivedcostchangesforfoodanddrinksamongconsumersinChinaasofDecember2021PerceivedinflationoffoodanddrinkscostsinChina2021Shareofrespondents20%

25%0%5%10%15%30%35%40%45%50%AlothigherSomewhathigherAboutthesameSomewhatlower4%45%44%6%43Description:AccordingtoasurveyamongChineseconsumersinDecember2021,nearlyhalfoftherespondentsconfirmedthattheyspentmoreonfoodanddrinkscomparedtosixmonthsago,somewhatlowerthantheglobalaverageof70percent.Incomparison,about44percentoftheChineserespondentsdidn'tperceiveanypricechangesregardingfoodcosts.ReadmoreNote(s):China;November19toDecember3,2021;approx.1,000;16-74yearsSource(s):IpsosPrimaryshoppingmethodsforgroceriesusedamongconsumersinChinaasofSeptember2021LeadingchannelstobuygroceriesinChina2021In-store38%Online40%Hybrid22%44Description:Inasurveyconducte