泰国零售行业市场前景及投资研究报告-培训课件外文版2024.6淘宝赵一鸣零食有鸣

CONSUMERS

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BRANDSRetailsectorinThailandCHAPTER

01OverviewValueofwholesaleandretailsalesinThailandfrom2012to2ndquarter2023(inbillionThaibaht)WholesaleandretailsalesvalueThailand2012-Q220231,8001,6841,6301,6111,6001,5151,4231,3981,3341,3251,3411,4001,2001,00080060040020001,3231,27051539420122013201420152016201720182019202020212022Q12023Q220234/statistics/1104434/thailand-wholesale-and-retail-sales-valueInthesecondquarterof2023,thevalueofwholesaleandretailsalesinThailandamountedtoaround394billionThaibaht.Accordingtothesource,theyear-on-yeargrowthofthewholesaleandretailsalesinThailandfor2022was2.6percent.

ReadmoreNote(s):Thailand;2012toQ22023Source(s):KrungsriResearch;NESDCCoreconsumerpriceindex(CPI)inThailandfrom2012to2022CoreCPIThailand2012-2022120103100.3100.599.510098.298.897.596.51008060402009594.1201220132014201520162017201820192020202120225Description:In2022,thecoreconsumerpriceindex(CPI)inThailandwasat103indexpoints.Inthatyear,thesectorwiththehighestCPIwastransportationandcommunicationat112.2indexpoints.Thecoreconsumerpriceindexisusedtomeasurethechangesinthepriceofgoodsandservices,excludingrawfoodandenergy.ReadmoreNote(s):Thailand;2012to2022Source(s):NationalStatisticalOffice(Thailand);TradePolicyandStrategyOfficeAnnualgrowthofmodernretailbusinessinThailandfrom2013to2023RetailbusinessgrowthThailand2013-202310%6.3%5%5%0%4%3.2%3.2%2.9%3%2.8%2.7%-5%-10%-15%-9%-12%20202013201420152016201720182019202120222023**6Description:In2023,thegrowthofmodernretailbusinessesinThailandwasestimatedtoincreasebyfivepercent.ModernretailbusinessesinThailandincludedepartmentstores,discountstores,supermarkets,andconveniencestores.

ReadmoreNote(s):Asia,Thailand;2013to2023;*Estimatedfigure.ꢀ**Estimatedfigure-thesourceprovidesarangeofvalues.Thevaluereflectedhereisthehighestvalue.

Datapriorto2020arefromthepreviousreport.

ReadmoreSource(s):KrungsriResearch;ThaiRetailersAssociationShareofretailshoppingoutletsinThailandin2023,bytypeShareofretailshoppingoutletsThailand2023,bytypeShareofoutlets0%10%20%30%40%50%60%70%80%90%100%110%ConveniencestoresSupermarkets95.3%2.4%1.9%Discountstores/Hypermarkets/SupercentersDepartmentstores

0.4%7Description:In2023,conveniencestoresaccountedforaround95percentofshoppingoutletsinThailand,followedbysupermarkets.DepartmentstorescamelastwithlessthanonepercentshareofshoppingoutletsinThailand.

ReadmoreNote(s):Asia,Thailand;2023Source(s):Euromonitor;KrungsriResearchCHAPTER

02KeyindicesRetailpriceindex(RPI)inThailandfrom2011to2023RPIThailand2011-2023350297.1300283.62261.59257.54253.4125020015010050234.84228.62226.11226.16215.05213.02212.92190.2102011201220132014201520162017201820192020202120222023*9Description:In2023,theretailpriceindex(RPI)inThailandwasestimatedtobeat297.1indexpoints,indicatinganincreasefromthepreviousyear.Meanwhile,theretailpriceindex(RPI)in2011wasthelowestat190.21indexpoints.ReadmoreNote(s):Thailand;2011to2023;*Estimatedfigure.Thefinancialyear2002isthebaseyearandequals100.Thesourcedidnotprovideareleaseddate.Thedateusedhereistheaccessdate.

ReadmoreSource(s):BankofThailand;MinistryofCommerce(Thailand)Retailpriceindex(RPI)ofelectronics,furniture,lighting,andhouseholditemretailstoresinThailandfrom2011to2023RPIofelectronics,furniture,lighting,homeitemretailstoresThailand2011-2023250211.86206.21204.78202.38201.59200.24197.57197.9220015010050190.31187.33185.84178.09179.0702011201220132014201520162017201820192020202120222023*10/statistics/1104963/thailand-retail-price-index-of-electronics-furniture-lighting-and-household-item-retail-storesIn2023,theretailpriceindex(RPI)ofelectronics,furniture,lighting,andhouseholditemretailstoresinThailandwasestimatedataround185.8indexpoints.Inthesameyear,theretailpriceindex(RPI)inThailandwasestimatedat297.1indexpoints.ReadmoreNote(s):Thailand;2011to2023;*Estimatedfigure.Thefinancialyear2002isthebaseyearandequals100.Thesourcedidnotprovideareleaseddate.Thedateusedhereistheaccessdate.

ReadmoreSource(s):BankofThailand;MinistryofCommerce(Thailand)Retailpriceindex(RPI)ofclothes,footwear,andleathergoodsretailstoresinThailandfrom2011to2023RPIofclothes,footwear,andleathergoodsretailstoresThailand2011-2023250200230.15209.91191.23186.07174.56168.12150.98147.49147.0315010050128.28126.57114.7597.8302011201220132014201520162017201820192020202120222023*11Description:In2023,theretailpriceindex(RPI)ofclothes,footwear,andleathergoodsretailstoresinThailandwasestimatedataround230.20indexpoints,indicatinganincreaseformthepreviousyear.Inthesameyear,theretailpriceindex(RPI)inThailandwasestimatedatapproximately297.1indexpoints.ReadmoreNote(s):Thailand;2011to2023;*Estimatedfigure.Thefinancialyear2002isthebaseyearandequals100.Thesourcedidnotprovideareleaseddate.Thedateusedhereistheaccessdate.

ReadmoreSource(s):BankofThailand;MinistryofCommerce(Thailand)Retailpriceindex(RPI)offoodinretailstoresinThailandfrom2011to2023RPIoffoodinretailstoresThailand2011-2023450400384.1376.35371.86369.46366.9364.07361.33356.95353.96354.59351.88347.0135030025020015010050316.2202011201220132014201520162017201820192020202120222023*12Description:In2023,theretailpriceindex(RPI)offoodretailstoresinThailandwasestimatedat376.35indexpoints.Inthatsameyear,theretailpriceindex(RPI)inThailandwasestimatedat297.1points.ReadmoreNote(s):Thailand;2011to2023;*Estimatedfigure.Thefinancialyear2002isthebaseyearandequals100.Thesourcedidnotprovideareleaseddate.Thedateusedhereistheaccessdate.

ReadmoreSource(s):BankofThailand;MinistryofCommerce(Thailand)Retailpriceindex(RPI)ofbeverageinretailstoresinThailandfrom2011to2023RPIofbeverageinretailstoresThailand2011-2023160140120142.99140.11137.96137.1136.24133.79133.81115.85108.3107.42105.87104.26100.581008060402002011201220132014201520162017201820192020202120222023*13Description:In2023,theretailpriceindex(RPI)ofbeverageretailstoresinThailandwasestimatedat142.99indexpoints,indicatingadecreasefromthepreviousquarter.In2022,theretailpriceindex(RPI)inThailandwasestimatedat297.1indexpoints.

ReadmoreNote(s):Thailand;2011to2023;*Estimatedfigure.Thefinancialyear2002isthebaseyearandequals100.Thesourcedidnotprovidethereleasedate.Thedateusedhereistheaccessdate.

ReadmoreSource(s):BankofThailand;MinistryofCommerce(Thailand)CHAPTER

03RetailgrowthSalesgrowthofdepartmentstoresinThailandfrom2013to2023SalesgrowthofdepartmentstoresThailand2013-202310%5.5%4.5%5%0%4%3.5%3.5%3.5%3.5%3.6%3.4%-5%-10%-15%-11.5%2021-14%2020201320142015201620172018201920222023*15Description:In2023,thesalesgrowthofdepartmentstoresinThailandgrewestimately3.6percent.ThesalesgrowthrateofdepartmentstoresinThailandhasbeenfluctuatingoverthepastfiveyears.

ReadmoreNote(s):Asia,Thailand;2013to2023;*referstoestimatedfigure.

Datapriorto2020arefromthepreviousreport.ReadmoreSource(s):KrungsriResearchSalesgrowthofdiscountstoresandhypermarketsinThailandfrom2013to2023SalesgrowthofdiscountstoresandhypermarketsThailand2013-20236%3.5%4%2%3.2%3%3%2.9%2.7%2.6%2%1.8%0%-2%-4%-6%-8%-10%-12%-9%-11%20202013201420152016201720182019202120222023*16Description:In2023,theestimatedsalesgrowthofdiscountstoresinThailandamountedtotwopercent.Accordingtothefigures,thesalesgrowthrateofdepartmentstoresinThailandfluctuatedoverthepastfiveyears.

ReadmoreNote(s):Asia,Thailand;2013to2023;*referstoestimatedfigures.

Datapriorto2020arefromthepreviousreport.

ReadmoreSource(s):KrungsriResearchSalesgrowthofconveniencestoresinThailandfrom2018to2023withaforecastfor2024to2026SalesgrowthofconveniencestoresThailand2018-20268%6%5.5%5%4.5%4%2%3.4%2.9%0%-2%-4%-6%-8%-4.5%2021-6.5%20202018201920222023*2024-26**17/statistics/1105458/thailand-sales-growth-of-convenience-storesIn2023,theestimatedsalesofconveniencestoresinThailandwasfivepercent,withaforecastof5.5percentgrowthfrom2024to2026.Duringthoseyears,thecountry'soverallmodernretailsalesgrowthwasalsoforecasttoamounttofivepercent.ReadmoreNote(s):Asia,Thailand;2018to2023;*Estimatedvalue.**Forecastvalue.Thesourceprovidesarangeofdatapointsforestimatedandforecastvalues.Thedatapointsreflectedherearethehighestvalues.Datapriorto2020wasretrievedfroma[...]

ReadmoreSource(s):KrungsriResearch;NESDCRetailgrowthofdurablegoodsconsumptioninThailandfrom2012to2022RetailconsumptiongrowthofdurablegoodsThailand2012-202220%18%15%10%5%8.5%8.5%5.7%2.7%2.5%2.2%1.9%2%2%0%-5%-10%-15%-10.2%2020201220132014201520162017201820192021202218Description:In2022,theretailconsumptionofdurablegoodsinThailandgrewby2.5percent.DurableconsumptiongoodsfluctuatedduringtheCOVID-19pandemicfrom2020to2021.ReadmoreNote(s):Thailand;2012to2022Source(s):KrungsriResearch;NESDCRetailgrowthofnon-durablegoodsconsumptioninThailandfrom2012to2022Retailconsumptiongrowthofnon-durablegoodsThailand2012-202216%14%14%12%10%8%6.7%6.5%6%4.5%4.5%4%3.1%20173.2%20183%2.8%20192.6%20152%0%-2%-4%-2.6%202020122013201420162021202219Description:In2022,Thailand'sretailconsumptionofnon-durablegoodsgrewby6.7percent.Theretailconsumptionofnon-durablegoodsannualgrowthof2022wasthehighestfromtheexaminedperiod.

ReadmoreNote(s):Thailand;2012to2022Source(s):KrungsriResearch;ThaiRetailersAssociationCHAPTER

04LeadingretailersNumberofretailshoppingoutletsinThailandin2023,bytypeNumberofretailshoppingoutletsThailand2023,bytypeNumberofoutlets05,00010,00015,00020,00025,000ConveniencestoresSupermarkets20,090510390Discountstores/Hypermarkets/SupercentersDepartmentstores

8321Description:In2023,conveniencestoreshadthehighestnumberofshoppingoutletsinThailandat20.090establishments,followedbydiscountstores.Inthesameyear,conveniencestoresaccountedfor95.3percentofshoppingoutletsinThailand.

ReadmoreNote(s):Thailand;2023Source(s):KrungsriResearchNumberofdepartmentstoreoutletsinThailandin2023,byretailerNumberofdepartmentstoreoutletsThailand2023,byretailer605150403026201006RobinsonCentralGroupTheMallGroup22Description:In2023,RobinsonhadthehighestestimatednumberofdepartmentstoreoutletsinThailand,amountingto51establishments,followedbyCentral.Inthatyear,thetotalnumberofdepartmentstoreoutletsinThailandwas83establishments.ReadmoreNote(s):Asia,Thailand;2023;thevaluesareestimatedSource(s):KrungsriResearchNumberofleadinghypermarketsinThailandin2023,bychainNumberofleadinghypermarketsThailand2023,bychainNumberofhypermarketoutlets050100150200250Lotus's(H-stores)226BigC155Tops923Description:In2023,Lotus's(H-stores)wastheleadinghypermarketinThailand,withatotalof226outlets.BigCrankedsecond,with155outletsinthatsameyear.ReadmoreNote(s):Asia,Thailand;2023Source(s):Euromonitor;KrungsriResearchNumberofsupermarketsinThailandin2023,bychainNumberofsupermarketsThailand2023,bychainNumberofstores020406080100120140160180178200Lotus'sgofreshTopsMarket/CentralFoodHallandTopsClub166BigCMarket65MaxValuVillamarket302525FoodlandGourmetMarketandHomeFreshMart(HFM)2124Description:In2023,thenumberofLotus'gofreshoutletsinThailandwasestimatedtoamountto178outlets.Althoughthenumberofsupermarketswasforecastedtoincrease,traditionalretailisstillimportanttolocalconsumers.ReadmoreNote(s):Asia,Thailand;2023;estimatedvaluesSource(s):KrungsriResearchNumberofconveniencestoresinThailandin2023,bychainNumberofconveniencestoresThailand2023,bychainNumberofstores02,0004,0006,0008,00010,00012,00014,00016,0007-ElevenLotus'sgofresh(LotusExpress)MiniBigC14,5452,0501,548CJMore1,000TopsDaily521Lawson108179MaxValue

1925Description:In2023,thenumberof7-ElevenoutletsinThailandamountedto14,545outlets,accountingforthehighestnumberofconveniencestoresinThailand.ThiswasfollowedbyLotus'sgofreshorLotusExpress.ꢀConveniencestoresinThailandꢀWitharapidlygrowingdemandforproductsinThailand,moderntradewasdevelopedtorespondtocustomers’needs.In2023,theꢀmarketvalueofconveniencestoresinThailandgrewbyfivepercent.Thisindicatedamarketrecoveryfromthe[...]

ReadmoreNote(s):Asia,Thailand;2023;estimatedvaluesSource(s):Euromonitor;KrungsriResearchRevenueofmajorconsumerelectronicsandcomputerretailcompaniesinThailandasofApril2024(inmillionU.S.dollars)RevenueofleadingconsumerelectronicsretailersThailand2024RevenueinmillionU.S.dollars01002003004005006007008009001,000SonyThaiSiSDistribution(Thailand)PublicJayMartPublic868.5775.3385.4ITCityPCL257.9245.3AsianInsulatorsPCLSPVIPublic188.7PremierTechnologyPublicSWSGroup9855.34442.130.5AdviceAppliCADRedHat26Description:AsofApril2024,therevenueofSonyThaiamountedtoapproximately868.5millionU.S.dollars.ThiswasfollowedbySiSDistribution(Thailand)Publicwitharevenueof775.3millionU.S.dollars.ReadmoreNote(s):Thailand;asofApril2024Source(s):ZoomInfoRevenueofmajorconstructionmaterialsretailersinThailandinthefirsthalfof2023(inbillionThaibaht)RevenueofleadingconstructionmaterialsretailersThailand20234541.8940353025201510537.1717.7916.570CRCHardlineHomeProCenterSiamGlobalHouseDoHome27Description:Inthefirsthalfof2023,CRCHardlinegeneratedarevenueofapproximately41.89billionThaibahtfromitsconstructionmaterialsretail.CRCHardlineisoneoftheleadingconstructionmaterialretailersinThailand.BrandsunderitincludeThaiWatsaduandBaan&Beyond/BNBHome.ReadmoreNote(s):Asia,Thailand;H12023Source(s):LandandHousesBankPublicCompanyLimited;TheStockExchangeofThailandCHAPTER

05E-commerceandonlineretailValueofretaile-commerceinThailandfrom2017to2023(inbillionThaibaht)Valueofretaile-commerceThailand2017-202390080070060050040030081469662037422016920010001462017201820192020202120222023*29Description:In2023,theretaile-commercevalueinThailandreached814billionThaibaht,aconsiderableincreasefromthepreviousyear.Thevalueofretaile-commerceinthecountryhascontinuouslyincreasedovertheyears.

ReadmoreNote(s):Asia,Thailand;2017to2023;*Estimatedvalue.

OneThaibahtisequalto0.027U.S.dollarsand0.025eurosasofApril2024.

ReadmoreSource(s):Euromonitor;KrungsriResearchMostpopulare-commerceproductcategoriesamongconsumersinThailandin2023Mostpopulare-commerceproductcategoriesThailand2023Shareofrespondents20%

30%0%Fashion(clothes,footwear)10%40%50%60%70%70.13%80%BeautyandpersonalcareproductsFoodandbeverage49.73%40.8%37.34%FurnitureandhomeappliancesConsumerelectronics(phone,laptop,camera,etc.)Travel(accommodation,planetickets)Entertainment(concerts,sportingevents)31.51%15.3%4.92%3.46%5.46%LuxurygoodsOther30Description:Accordingtoasurveyone-commerceandonlineshoppinginThailandasofJanuary2023,around70percentoftherespondentsprefertoshopfashionproductsonline.Thiswasfollowedbybeautyandpersonalcareproductswitharound49.7percentofthesurveyparticipants.ReadmoreNote(s):Thailand;January2023Source(s):StandardInsightsMarketshareofleadinge-commercesegmentsinThailandin2022Marketshareofleadinge-commercesegmentsThailand2022Marketshareofe-commercesegments0%5%10%15%20%25%30%35%40%Food&personalcareElectronics&mediaToys,hobby&DIYFashion35%31%20%9%Furniture&appliances5%31Description:AccordingtoareportpublishedbyPPRO,thefoodandpersonalcaresegmentaccountedfor35percentofThailand'se-commercemarketin2022.Thiswasfollowedbyelectronicsandmediawitha31percentmarketshare.

ReadmoreNote(s):Thailand;2022Source(s):PPROMostpopulare-commercesitesinThailandasofthe1stquarterof2022,bymonthlywebvisits(inmillions)Most-visitedonlineshoppingsitesinThailand2022Numberofmonthlywebvisitsinmillions20

30010405060ShopeeThailandLazadaThailandCentralThailandJDCentral56.9736.852.532.08HomePro2.022.011.941.561.231.2AdvicePowerbuyJIBBananaStoreOfficemate32Description:Inthefirstquarterof2022,ShopeeThailandrankedfirstasthewebsitewiththehighestmonthlyvisitsofaround57million.ThiswasfollowedbyLazadaThailandwithapproximately36.9millionmonthlywebvisits.ReadmoreNote(s):Thailand;Q12022;figuresasofQ12022Source(s):iPriceGroup;SimilarWebCHAPTER

06ConsumerperspectivesMostpopularplacestobuyfoodsuppliesamongconsumersinThailandasofFebruary2022LeadinggroceryshoppinglocationsThailand2022Shareofrespondents15%

20%0%5%10%25%30%35%40%ConveniencestoresSupermarketsLocalmarketsGrocerystoresStreetvendorsOthers38%30.5%28.6%25.8%5.9%2.9%Mom&popstores0.8%34Description:AccordingtoasurveyonindustryfocusinThailandasofFebruary2022,around38percentofrespondentswenttoaconveniencestoreonceaweekfortheirfoodsupplies.Supermarketswerethesecondmostvisitedlocationforgroceries,with30.5percentofThaisshoppingthereatleastonceaweek.ReadmoreNote(s):Thailand;February2022;18yearsandolder;amongrespondentsacrossthecountrySource(s):StandardInsightsShareofconsumerswhorecentlyvisitedashoppingmallinThailandasofFebruary2022ShareofpeoplewhorecentlyvisitedashoppingmallThailand2022Shareofrespondents10%

15%0%5%20%25%30%Yes,inthelast3monthsYes,inthelastfewdaysYes,inthelastmonthYes,inthelastweekNo25.8%23.7%20.4%16.8%13.3%35Description:AccordingtoasurveyonindustryfocusinThailandasofFebruary2022,about25.8percentofrespondentsstatedthattheyvisitedshoppingmallsinthelastthreemonths.Meanwhile,23.7percentofThaisrecentlyvisitedshoppingmalls.

ReadmoreNote(s):Thailand;February2022;18yearsandolder;amongrespondentsacrossthecountrySource(s):StandardInsightsMostpreferredlocationswhereclothesarepurchasedamongconsumersinThailandasofFebruary2022PreferredclothesshoppingsitesThailand2022Calculatedaverage1.50.00.51.02.02.53.03.54.0In-storesOnlineretailers2.72.7Retailoutlets3Online(officialwebsites)Departmentstores3.13.536Description:AccordingtoasurveyonindustryfocusinThailandasofFebruary2022,themostpreferredsitesforclothesshoppingamongThaiconsumerswerebothin-storesandonlineretailers,withanaverageof2.7outoffive.Thesamesurveyalsorevealedthatmalerespondentswerelikelytobuyclothesfromstores,whilefemalecustomerspreferredshoppingonline.ReadmoreNote(s):Thailand;February2022;18yearsandolder;amongrespondentsacrossthecountrySource(s):StandardInsightsChangerateofspendingvaluepertripinconsumergoods'saleschannelsinThailandin4thquarter2022,bytypeChangerateofspendingvalueinFMCGsaleschannelsThailandQ42022,bytypeChangerate-12%Hypermarkets-10%-8%-6%-4%-2%0%2%4%6%DirectsalesConveniencestoresH&BstoresSupermarketsProvisionstoresE-commerce37Description:Inthefourthquarterof2022,thespendingvaluepertripathypermarketsgrewby5percentwhencomparedtothepreviousyear.Inthatperiod,provisionstore'smarketshareforconsumergoodsaccountedfor35percentamongotherFMCGsaleschannelsinThailand.ReadmoreNote(s):Thailand;Q42022Source(s):KantarWorldpanelShareofpeopleimpactedbytherisingpriceofgoodsandservicesinThailandinMarch2023,byagePopulationimpactedbygoodsandservicespriceinflationThailandMarch2023,byageShareofrespondents25to34years

35to44years100%

150%

200%16to24years45to54years55+years0%50%250%300%350%400%GroceriesApparelandshoesPersonalcareandhealthFuelandgasUtilitycostsHouseholdapplia