法国大型超市行业市场前景及投资研究报告-外文版培训课件家乐福

INDUSTRIES

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MARKETSHypermarketsandsupermarketsinFranceCHAPTER

01GlobaloverviewTotalrevenueofWalmartworldwidefrom2019toQ32022,byquarter(inbillionU.S.dollars)GlobalrevenueofWalmart2019-2022,byquarter180160152.87152.86152.81141.67141.05141.57140.53138.79138.3114012010080130.38128.03127.99124.9123.93122.76040200Q12019

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Q320223Description:InthethirdquarterendingOctober31,2022,Walmartgeneratedrevenuesofabout152.81billionU.S.dollars.Thiswasanincreasefromtherevenuegeneratedinthefirstquarterofthesameyear,whichwasabout141.57billionU.S.dollars.

ReadmoreNote(s):Worldwide;Q12019toQ32022Source(s):WalmartTesco'srevenueworldwidebetween2016/2017to2022/2023,byregion(inmillionGBP)*Tesco'ssalesworldwide2016/2017-2022/2023,byregionUnitedKingdomandRepublicofIrelandCentralEuropeAsia70,00060,00050,00040,00030,00020,00010,00004,4104,8736,2984,0184,1253,9824,9476,5855,1866,19560,24656,40452,89853,17051,64344,91443,5242016/20172017/20182018/20192019/20202020/20212021/20222022/20234Description:ThisstatisticillustratesTesco'srevenueworldwidefrom2016/2017to2022/2023byregion.Inthelatestperiodonrecord,Tesco'sCentralEuropeamountedtoapproximately4.4billionBritishpounds.Accordingtotherecentannualreport,thetotalgroupsales,includingTescoBank,amountedto65.76billionBritishpounds.Themultinational-operatinggroceryandgeneralmerchandiseretailerTescoPLCwasfoundedin1919byJackCohen(1898-1979).Theproductportfolioincludesfood[...]

ReadmoreNote(s):Worldwide;2016/2017to2022/2023;*ExcludesVAT,includesfuel.

RestateddataaccordingtotheFY2020/2021report.ReadmoreSource(s):TescoCarrefour'snetsalesworldwidefrom2018to2022,byregion(inmillioneuros)GlobalnetsalesofCarrefourfrom2018-2022,byregion2018201920202021202240,00035,00030,00025,00020,00015,00010,0005,0000FranceRestofEuropeLatinAmericaAsia5Description:TheFrenchmarketaccountedforapproximately37.7billioneurosofCarrefour'snetsalesin2022,upfromthepreviousyear.Theretailer'snetsalesinLatinAmericafeaturedthelargestgrowth,passingfromaround13.9billioneurosin2021tojustover21billionthefollowingyear.ReadmoreNote(s):Worldwide;2018to2022Source(s):CarrefourAholdDelhaizeGroup'snetsalesworldwidefrom2013to2022(inmillioneuros)Foodretail:AholdDelhaizeGroup'sglobalnetsales2013-2022100,00090,00080,00070,00060,00086,98475,60174,73666,26062,89062,79149,69550,00038,20340,00030,00020,00010,000032,615201332,7742014201520162017201820192020202120226Description:In2015,theglobalnetsalesofAholdDelhaizeamountedto38billioneuros,whichincreasedto87billioneurosby2022,afterstallingin2018at62.8billion.Netsalesincludedeductionsfromgrosssales.AndinthecaseofAholdDelhaizeover60percentofnetsalesweremadeintheUnitedStates.ReadmoreNote(s):Worldwide;2013to2022;*AsofJuly232016,themergerbetweenAholdandDelhaizeGroupwascompletedwiththeentityrenamedAholdDelhaize.Allnumbersaretakenfromannualreportspostmerger.

ReadmoreSource(s):AholdDelhaizeNumberofsupermarketsoftheAuchanGroupworldwidein2021,bycountryNumberofAuchanGroupsupermarketsworldwide2021,bycountry300276250200150100501367127232020855310FranceRussiaSpainPolandPortugalSenegalTaiwanUkraineRomaniaHungary

Luxemburg

Tajikistan7Description:In2021,theAuchanGroupoperatedsupermarketsin11countriesaroundtheworld.ThecountrywhichhadthehighestnumberofsupermarketswasFrance,with276Auchansupermarketsin2021.Russia,whichwassecondintheranking,had136supermarketsinthatsameyear.ReadmoreNote(s):Worldwide;AsofDecember31,2021Source(s):AuchanNumberofsupermarketsofGrupoDIAintheworldin2023,bycountryNumberofstoresofGrupoDIAin2023,bycountry4,0003,6343,5003,0002,5002,0001,5009941,0005000608463SpainPortugalArgentinaBrazil8Description:ThisstatisticshowsthenumberofstoresofGrupoDiaaroundtheworldin2023,brokendownbycountry.GrupoDIAhadmorethan990supermarketsinArgentina,makingtheSouthAmericancountrythesecondglobalmarketwithmoststoresonlybehindSpain,whichfeaturedover3,600shopsasofin2023.ReadmoreNote(s):Worldwide;2023Source(s):DIAMostpopulargrocerieswebsitesworldwideinDecember2023,basedonshareofvisitsLeadinggrocerieswebsitesworldwide2023,basedonvisitshareShareofvisits1.5%0.0%0.5%1.0%2.0%2.5%3.0%2.8%kaufland.de2.62%2.34%2.25%1.72%9Description:InDecember2023,thewebsiteoftheAmericancompanyKrogerwasthemostvisitedwebsiteinthegrocerycategoryworldwide,accountingforthreepercentofdesktoptraffic.Thefooddeliverywebsitefollowedwithavisitshareof2.62percent.ReadmoreNote(s):Worldwide;December2023;desktoponly;category:Foodanddrink-GroceriesSource(s):SimilarWebCHAPTER

02MarketplayersRankingofsupermarketandhypermarketchainsinFrancebetweenMarchandApril2022,bymarketshareMarketshareoffoodretailchainsinFrance202225%22.1%20.1%20%15.8%15%11.9%9.2%10%5%7.6%Lidl7.1%2.8%2.3%0%E.LeclercGroup

CarrefourGroupLesUGroupAuchanRetailCasinoGroupAldiGroupL.DelhaizeGroupMousquetairesGroup11Description:TheLeclerc,CarrefourandLesMousquetairesgroupsarethethreedistributorswhohadthelargestmarketsharesbetweenMarch21andApril17,2022with22.1,20.1,and15.8percent,respectively.ThelasttwopositionsintherankingwereheldbytheAldiandL.Delhaizegroups,whosemarketsharesdidnotexceedthreepercentasofApril2022.ReadmoreNote(s):France;March21toApril17,2022Source(s):KantarWorldpanel;LSAMonthlymarketshareofsupermarketsinFrancefromJanuary2021toOctober2023MonthlyfoodmarketshareofsupermarketsinFrance2021-2023CarrefourGroupE.LeclercGroupLidlGroupLesMousquetairesGroupDelhaizeGroupAuchanGroupAldiGroupCasinoGroupOtherSystèmeUGroup30%25%20%15%10%5%0%Jan

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2312Description:ThisstatisticshowsthemarketshareofgrocerystoresinFranceforthe12weeksendingOctober2023.E.Leclercholdsthelargestmarketsharewith23.9percent,followedbyCarrefourwitha19.6percentshare.

ReadmoreNote(s):France;January2021toOctober2023;NodataavailableforJanuary2022Source(s):KantarWorldpanelRevenueofE.LeclercDriveinFrancefrom2013to2022(inbillioneuros)RevenueofE.LeclercDriveinFrance2013-20225.04.54.03.53.02.52.01.51.00.50.04.744.764.643.273.052.852.662.3621.47201320142015201620172018201920202021202213Description:Between2013and2022,E.LeclercDrivesawitse-commercerevenuesfromitsdrive-thruchannelincreasemorethanthreefoldfrom1.47billioneurosin2013tonearly4.8billioneurosin2022.Thatyear,E.LeclercDrivewastheleadingonlinegroceryretailerinFrance,outperformingcompetitorslikeCarrefourDriveandAuchanDrive.ReadmoreNote(s):France;2013to2022Source(s):EditionsDauversMostpopulargrocerieswebsitesinFranceinDecember2023,basedonshareofvisitsLeadinggrocerieswebsitesinFrance2023,basedonvisitshareShareofvisits10%0%5%15%20%25%carrefour.frlidl.fr22.32%11.22%leclercdrive.fr10.68%8.22%3.99%14Description:ThewebsiteofthesupermarketchainCarrefourwasthemostvisitedgroceryportalinFranceinDecember2023,accountingfor22.32percentofdesktoptraffic.Meanwhile,theFrenchsiteofdiscountsupermarketLidlmadeup11.22percentofvisits,rankingsecondinthiscountryintermsofgroceries.ReadmoreNote(s):France;December2023;desktoponly;category:Foodanddrink-GroceriesSource(s):SimilarWebFromwhichofthesestoresdoyouregularlybuyfoodandproductsofeverydayuse?FavoritegrocerystoresamongpeopleinFrance2023Shareofrespondents30%0%10%20%40%50%60%E.LeclercCarrefourLidl53%47%43%IntermarchéAuchanAldi35%29%25%SystèmeUGrandFraisBiocoopPicard18%15%11%10%CasinoMonoprixCora9%9%7%15Description:WeaskedFrenchconsumersabout"Groceryshoppingbystorebrand"andfoundthat"E.Leclerc"takesthetopspot,while"SPAR"isattheotherendoftheranking.FindthisandmoresurveydataongroceryshoppingbystorebrandinourConsumerInsightstool.Filterbycountlessdemographics,drilldowntoyourown,hand-tailoredtargetaudience,andcompareresultsacrosscountriesworldwide.ReadmoreNote(s):France;January5

toDecember9,2023;12,173respondents;18-64years;ResidentialonlinepopulationSource(s):ConsumerInsightsCHAPTER

03SalesandproductsConsumergoodssalesvalueinsupermarketsandhypermarketsinFrancefromApril2023toMarch2024,byproductcategory(inmillioneuros)SalesvalueofconsumergoodsinFrance2023-2024,byproductcategory160,000135,136.76140,000120,000100,00080,00060,00040,00020,000024,538.6723,630.43Dairy21,993.08Beverages21,402.8319,485.4411,353.65Hygiene6,385.75Cleaning6,346.9Non-dairyfreshfoodSugaryfoodSavoryfoodFrozenfoodTotal17Description:ThroughouttheperiodrunningfromApril2023toMarch2024,supermarketsandhypermarketssalesinFrancegeneratedaround135billioneurosthroughthesalesofconsumergoods.Salesofhygieneproductsaccountedforroughly11.35billioneurosoutofthistotalfigure.ReadmoreNote(s):France;April3,2023toMarch,312024Source(s):Circana;IRIConsumergoodssalesvolumeinsupermarketsandhypermarketsinFrancefromApril2023toMarch2024,byproductcategory(inmillionunits)SalesvolumeofconsumergoodsinFrance2023-2024,byproductcategory50,00047,061.4345,00040,00035,00030,00025,00020,00015,00010,0005,0009,270.88Dairy8,596.158,178.057,482.37,089.373,031.66Hygiene1,773.33Cleaning1,639.690TotalSavoryfoodSugaryfoodNon-dairyfreshfoodFrozenfoodBeverages18Description:FromApril2023toMarch2024,Frenchsupermarketsandhypermarketssoldatotalofover47billionunitsinconsumergoods.Duringthatperiod,thebiggestproductcategoryintermsofsalesvolumewasdairyproductswithmorethanninebillionunitssold.ReadmoreNote(s):France;April3,2023toMarch,312024Source(s):Circana;IRIMonthlysalesvolumeindexforsupermarketproductsinFrancebetween2021and2022,bycategorySalesvolumeindexinsupermarketsinFrance2021-2022,byproductFoodproductsNon-foodproductsCarburants1651551451351251151059585Jan'21

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'2219Description:ThisstatisticshowsthemonthlyvolumeindexofsalesinsupermarketsinFrancebetweenJanuary2021andDecember2022,bycategory.InDecember2020,foodsalesexceededanindexof108points,comparedtomorethan111.35pointsinNovemberofthesameyear.ReadmoreNote(s):France;January2021toDecember2022;Base100in2015Source(s):InseeSalesvalueofdairyfoodproductssoldinsupermarketsandhypermarketsinFrancefromOctober2023toOctober2024,bytypeofproduct(inmillioneuros)SalesvalueofdairyfoodproductsinFrance2023-2024,bytypeofproduct25,00023,630.4320,00015,00010,0005,00008,704.597,936.156,989.68TotalButter,eggsandmilkCheese(self-service)Ultra-freshdairyproducts20Description:SupermarketsandhypermarketsinFranceearnedatotalofover23.6billioneurosthroughdairyfoodproductssalesovertheperiodrunningfromApril2023toMarch2024.Withinthisbroadcategory,thesalesvalueofbutter,eggsandmilkamountedtoalmostsevenbillioneuros.ReadmoreNote(s):France;April3,2023toMarch,312024Source(s):Circana;IRISalesvalueoffreshnon-dairyfoodproductssoldinsupermarketsandhypermarketsinFrancefromOctober2023toOctober2024,bytypeofproduct(inmillioneuros)Salesvalueoffreshnon-dairyfoodproductsinFrance2023-2024,bytypeofproduct30,00024,538.6725,00020,00015,00010,0005,00008,591.477,830.833,029.412,680.911,273.731,132.33TotalMeatproducts(self-

Coldcutsanddeli

Fruitsandvegetables

Smokedseafoodservice)

meat(self-service)

(self-service)

productsCatererproducts(self-service)Poultry(self-service)21Description:InFrance,consumersareincreasinglyinterestedinpurchasingfreshpreparedmeals.FromApril2023toMarch2024,salesofcoldcutsproductsinFrenchsupermarketsandhypermarketsamountedtomorethansevenbillioneuros.Intotal,salesoffreshnon-dairyproductsgeneratedover24.5billioneurosduringthatperiod.ReadmoreNote(s):France;April3,2023toMarch,312024Source(s):Circana;IRISalesvalueofsavoryfoodproductssoldinsupermarketsandhypermarketsinFrancefromApril2023toMarch2024,bytypeofproduct(inmillioneuros)SalesvalueofsavoryfoodproductsinFrance2023-2024,bytypeofproduct25,00019,485.4420,00015,00010,0005,00003,188.162,9822,655.662,684.522,167.161,891.721,412.761,291.19898.54313.73TotalBabyfoodPetfoodSeasoningsandcondimentsCannedvegetablesCannedfish

Cannedmeat

Starchyfood

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Soupsandfood

saucesAppetizers22Description:BetweenApril2023andMarch2024,totalsalesofsavoryfoodproductsinFrenchsupermarketsandhypermarketsamountedtoover19billioneuros.Petfoodwasthesecondhighest-grossingkindofproductsduringthatperiod:theirsalesamountedtoalmostthreebillioneuros.Salesofappetizers,thetypeofproductsoldinthehighestvolume,amountedtooverthreebillioneuros.ReadmoreNote(s):France;April3,2023toMarch,312024Source(s):Circana;IRISalesvalueofsweetfoodproductssoldinsupermarketsandhypermarketsinFrancefromApril2023toMarch2024,bytypeofproduct(inmillioneuros)SalesvalueofsweetfoodproductsinFrance2023-2024,bytypeofproduct25,00021,402.8320,00015,00010,0006,778.344,580.475,00003,102.652,768.15Biscuits1,439.391,157.32845.53561.86169.12TotalConfectionery

CannedfruitsDessertsPre-packaged

DriedbakeryProcessedpastriesBreakfastproductsSugarandstoreboughtpastriesbakeryproductsproducts23Description:FromApril20223toMarch2024,Frenchsupermarketsandhypermarketsearnedover21billioneurosfromthesalesofsweetfoodproducts.Withinthiscategory,thetypeofproductthatgeneratedthehighestrevenuewasbreakfastproducts:theirsalesamountedtoover6.7billioneurosduringtheperiodsurveyed.ReadmoreNote(s):France;April3,2023toMarch,312024Source(s):Circana;IRICHAPTER

04FoodpricesAveragepriceperkilogramofpotatoessoldinhypermarketsandsupermarketsinFrancein2023,byvariety(ineuros)AveragepriceofakilogramofpotatoesinfoodstoresinFrance2023,bytypeAveragepriceperkilogramineuros0.00.51.01.52.02.5WashedpotatoesFrance,netof10kilogramsWashedpotatoesFrance,netof5kilogramsEarlypotatoesFrance,loose0.750.872.09Ovenpotato,frenchfriesorwarepureeFrance,netof2.5kilogramsOrganicpotatoesFrance1.382.27Steamorroastpoatoes,France,netof2.5kilograms1.5225/statistics/770854/average-price-kilogram-potatoes-hypermarkets-supermarkets-franceThisgraphshowstheaveragepriceperkilogramofpotatoessoldinhypermarketsandsupermarketsinFrancein2023,accordingtotheirvariety.OrganicFrenchpotatoeshadanaveragepriceof2.27eurosinhypermarketsorsupermarketsthatyear.ReadmoreNote(s):France;2023Source(s):FranceAgriMerAveragesellingpriceofbutterwithorwithoutProtectedDesignationofOrigin(PDO)insupermarketsandhypermarketsandharddiscountinFrancefrom2013to2022(ineurosperkilogram)Averagecostofbutterinsupermarketsandhard-discountstoresinFrance2013-2022PDObutterNon-PDObutter11.010.09.010.259.229.58.898.348.928.298.367.758.228.07.386.717.035.9376.935.927.06.016.05.020132014201520172018201920202021202226/statistics/769586/price-way-butters-great-and-averages-surfaces-hard-discount-with-without-aop-la-franceThischarthighlightstheaveragesellingpriceofPDOandnon-PDObutterinlargeandmedium-sizedandhard-discountstoresinFrancefrom2013to2022,ineurosperkilogram.OnekilogramofPDObuttercostonaveragemorethan10.25eurosin2022.ReadmoreNote(s):France;2013to2022Source(s):CNAOL;CNIEL;Institutnationaldel'origineetdelaqualité(OrganismedeDéfenseetdeGestion);IRIAveragesalespriceofcheesewithorwithoutProtectedDesignationofOrigin(PDO)insupermarketsandhypermarketsandharddiscountinFrancefrom2013to2022(ineurosperkilogram)AveragesellingpriceperkilogramofPDOandnon-PDOcheesesinFrance2013-2022PDOcheeses14.35Non-PDOcheesesAverage17.516.515.514.513.512.511.510.59.516.5615.8115.4414.7514.6314.5614.4114.3114.0411.1310.110.549.4410.339.299.979.029.748.819.568.79.478.689.518.679.468.619.288.518.57.5201320142015201620172018201920202021202227Description:ThischartshowstheaveragesellingpriceofcheesewithorwithoutProtectedDesignationofOrigininsupermarketsandhypermarketsandharddiscountinFrancebetween2013and2022,ineurosperkilogram.ItshowsthatakilogramofPDOcheesecostonaveragearound16.56eurosin2022,steadilyincreasingsince2013.ReadmoreNote(s):