全球消費電子產(chǎn)品零售商市場前景及投資研究報告-培訓(xùn)課件外文版2024.4

DIGITAL

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TRENDSConsumerelectronicsretailersCHAPTER

01OverviewGlobalspendingondevices(PCs,tablets,mobilephones,andprinters)from2012to2024(inbillionU.S.dollars)ITdevicestotalspendingworldwide2012-2024900808.58800732.29717.05712712697699.7967667770060050040030020010006656496466302012201320142015201620172018201920202021202220232024*3Description:In2023,spendingondevicesamountedtonearly700billionU.S.dollarsglobally,adecreaseofaround2.4percentfromthepreviousyear.GlobalITspendingisexpectedtoreachapproximatelyfivetrillionU.S.dollarsin2024,increasingbyabout6.8percentcomparedto2023.Around732billionU.S.dollarswillbespentondevices.ReadmoreNote(s):Worldwide;2012to2024;IncludesPCs,ultramobiles,mobilephones,tabletsandprinters;*ForecastReadmoreSource(s):GartnerSalesofleadingconsumerelectronic(CE)companiesworldwidein2023(inbillionU.S.dollars)SalesoftheleadingCEcompaniesworldwide2023SalesinbillionU.S.dollars150

200050100250300350400450AppleSamsungElectronicsSony385.1220.0785.15LenovoGroupLGElectronicsPanasonic66.0163.3162.27Xiaomi41.73GreeElectricAppliancesNVIDIA27.5126.9724.04TCLPhilips18.7412.7Nintendo4Description:Appleisoneofthemostpopularbrandsglobally,rankingnumberoneamongotherconsumerelectronicscompaniesontheForbeslistwithsalesof385.1billionU.S.dollarsasof2023.Thesecond-largestcompanybysalesonthislistwasSamsungElectronics,withover220billionU.S.dollarsinsalesthesameyear.ReadmoreNote(s):Worldwide;2023Source(s):ForbesRevenuesofselectedleadingconsumerelectronicsretailersworldwidein2022and2023,byheadquarter(inbillionU.S.dollars)RevenuesofleadingCEretailersworldwide2023,byheadquarter5046.34540353025201510524.312.2210.335.34.892.410BestBuy(US2023)

Ceconomy(Germany

CurrysPLC(UK2023)

Suning(China2022)

YobodashiCamera2022/2023)

Co.Ltd.(Japan2022)EdionCorporation(Japan2023)GOMEElectricalAppliances(China2022)5Description:TheU.S.consumerelectronicsretailerBestBuygeneratedarevenueofover46billionU.S.dollarsinfiscalyear2023.TheAmericangiantwasfollowedbytheGermanCeconomy,witharevenueofapproximately24.3billionU.S.dollarsinthefiscalyear2022/23.ReadmoreNote(s):Worldwide;2022and2023Source(s):BestBuy;Ceconomy;DixonsCarphone;GOMEElectricalAppliances;MitsuiFudosan;SFastest-growingconsumerelectronicsretailersworldwidefromFY2016toFY2021,byrevenueCAGRFastest-growingconsumerelectronicsretailersworldwideFY2016-FY2021,byrevenue30%28%25%20%15%10%5%20.4%10.5%9.8%8.5%7.8%4.8%Aldi4.7%3.5%3.3%0%JD.comAmazonCostcoTheHomeDepotTargetSchwarzGroupWalgreensBootsTheKrogerWalmart6Description:TheChineseretailerJD.commarkedthelargestfive-yearcompoundannualgrowthrate(CAGR)amongconsumerelectronicsretailersglobally,withaCAGRof28percentfromfiscalyear2016tofiscalyear2021.Bycontrast,theAmericanWalmartrankedlast,witha5-yearCAGRof3.3percentduringthattime.ReadmoreNote(s):Worldwide;

FY2016toFY2021;amongtop250fastest-growingretailersSource(s):DeloitteMarketsizeofconsumerelectronicse-commerceworldwidefrom2021to2030(inbillionU.S.dollars)E-commerceelectronicsmarketsizeworldwide2021-20301,000900800700600500861776700631569513463417376400300200100034420212022*202320242025202620272028202920307Description:Theconsumerelectronicse-commerceindustryworldwidewasvaluedat344billionU.S.dollarsin2021.By2030,themarketsizeofelectronicse-commerceisforecasttoexceedthe860-billion-dollarsmark.

ReadmoreNote(s):Worldwide;2021to2030;*ThisSource(s):ACR;GlobeNewswireestimateisbasedonthe2030valuesandthecompoundannualgrowthratefrom2022to2030of11%,whichwereprovidedbythesource.Anexponentialdevelopmentofthemarketwasassumed.[...]

ReadmoreRevenueoftheconsumerelectronicse-commercemarketintheUnitedStatesfrom2018to2029(inbillionU.S.dollars)Consumerelectronicse-commercemarketrevenueintheU.S.2018-202912095.8395.5510080604020093.5690.1788.9488.5285.2181.2279.8579.4778.973.862018201920202021202220232024202520262027202820298Description:Therevenueinthe'ConsumerElectronics'segmentoftheelectronicsE-commercemarketintheUnitedStateswasforecasttocontinuouslyincreasebetween2024and2029byintotal16.1billionU.S.dollars(+20.26percent).Accordingtothisforecastin2029,theindicatorwillhaveincreasedforthesixthconsecutiveyearto95.55billionU.S.dollars.ReadmoreNote(s):UnitedStates;2018to2029Source(s):DigitalMarketInsightsCHAPTER

02RetailNumberofstoresofleadingconsumerelectronicsretailersworldwidein2022and2023,byheadquarterNumberofstoresofleadingCEretailersworldwide2022-2023,byheadquarter3,0002,5002,0001,5001,0005002,8431,6411,1389988230GOMEElectricalAppliances(China2022)Suning(China2022)BestBuy(USA2023)Ceconomy(Germany2023)CurrysPLC(UKandIreland2023)10Description:GOMEElectricalAppliances,isoneofthelargestconsumerelectronicsretailerchainsinChinaandhad2,843storesinChinaasof2022.AnotherChinesegiantSuninghad1,641storesthatyear,whereastheNorthAmericanconsumerelectronicsretailerBestBuyhadapproximately1,138locationsin2023.Withintheselectedretailers,BestBuyledtherankingbyrevenue,withover46billionU.S.dollarsinrevenuein2023.ReadmoreNote(s):Worldwide;2022and2023Source(s):BestBuy;Ceconomy;DixonsCarphone;GOMEElectricalAppliances;S;YamahaTotalnumberofBestBuystoresworldwidefrom2010to2023TotalnumberofBestBuystoresworldwide2010-20232,0001,7791,7791,7321,8001,6001,4001,2001,0008001,7111,6321,5811,5651,5501,5141,2381,2311,1591,1441,138600400200020102011201220132014201520162017201820192020202120222023Year11Description:Withatotalof1,138storesinoperationworldwide,BestBuyoperatesaround600storeslesstodaythanitdideightyearsago.BestBuy’sgrowthandexpansionintheearly2010’scamewithanincreasingnumberofstores,withtheworldwidenumberofstoresrisingto1,779in2013-theirhighestnumberofstoresinthehighlightedperiod.Storenumbersworldwidegenerallydeclinedafterthis.ReadmoreNote(s):Worldwide;2010to2023Source(s):BestBuySquarefootageofBestBuyretailstoresworldwidefrom2010to2023(in1,000s)SquarefootageofBestBuyretailstoresworldwide2010-202360,00054,33750,59950,11448,84548,68748,20450,00040,00030,00020,00010,000045,77745,55044,96244,10743,53242,10841,31041,00920102011201220132014201520162017201820192020202120222023Year12Description:ThesquarefootageofBestBuyretailstoresworldwideflucuatedbetween2010and2023.In2023,BestBuyretailstoresoccupiedabout41millionsquarefeetworldwide.BestBuyisaspecialtyretailerofconsumerelectronicswhichwasfoundedbyRichardM.Schulzein1966.ReadmoreNote(s):Worldwide;2010to2023Source(s):BestBuyNumberofDixonsCarphonePLCstoresacrossEuropein2021and2023StorenumbersforDixonsCarphonePLCinEurope2021-2023900829830823800700600500400300200100020212022202313Description:ThenumberofDixonCarphonePLCstoresacrossEuropeslightlyincreasedfrom2021to2022.In2022,thecompany,whichoperatesintheUnitedKingdomandabroad,counted830stores.However,By2023,thisnumberdecreasedto823franchisestores.ReadmoreNote(s):Europe;2021and2023*;*AsoftheyearendingApril30,2023.ReadmoreSource(s):CurrysPCWorld;DixonsCarphoneNumberofSCo.,Ltd.storesinChinafrom2012to2022NumberofSstoresinChina2012-202210,0008,8159,0008,0007,0006,0005,0004,0003,0002,0001,00003,7993,60020192,64920202,10320211,70520121,62620131,65020141,57720151,64120221,51020162017201814Description:Asoftheendof2022,theSuningchainconsistedofabout1,641storesacrossthecountry,around460lesscomparedtothepreviousyear.Thenumberofstoreswasgraduallydeclininginrecenttwoyears.

ReadmoreNote(s):China;2012to2022Source(s):SNumberofGOMEElectricalAppliancesstoresinChinafrom2012to2022NumberofGOMEElectricalAppliancesstoresChina2012-20224,5004,1954,0003,5003,0002,5002,0001,5001,0005003,4212,8432,6022,1221,62820161,60420171,22320151,13220141,10820121,075201302018201920202021202215Description:ThestatisticpresentsthenumberofGOMEElectricalAppliancesstoresinChinafrom2012to2022.Asoftheendof2022,theChineseelectronicsretailerGOMEhad2,843storesinoperationinChina.

ReadmoreNote(s):China;2012to2022Source(s):GOMEElectricalAppliancesCHAPTER

03CompaniesGlobalrevenueofBestBuyfrom2007to2023(inmillionU.S.dollars)GlobalrevenueofBestBuy2007-202360,00051,76150,00040,00030,00020,00010,000047,26246,29845,45744,73744,43243,79943,63842,87942,41042,15140,33939,89239,82739,528

39,40335,934200720082009201020112012201320142015Year2016201720182019202020212022202317Description:BestBuy'sglobalrevenueincreasedoverthehighlightedperiod,growingfromaround36billionU.S.dollarsinFY2007toover46billionasofFY2023.Inlinewithglobalrevenue,BestBuy'srevenueinitshomemarket-theUnitedStates-hasincreasedinrecentyears.Inthe2022FY,BestBuy'sdomesticrevenueroseto42.8billionU.S.dollars,accountingformorethan90percentofitstotalrevenue.

ReadmoreNote(s):Worldwide;FY2007to2023Source(s):BestBuyNetrevenueofCeconomy(MediaMarktandSaturn)inGermanyfrom2012/13to2022/23(inmillioneuros)RevenueofCeconomyinGermany2012/13-2022/231210.5810.4910.3410.3610.1610.029.849.89.89.749.7710864202012/132013/14*2014/152015/162016/172017/182018/192019/202020/212021/222022/2318Description:ThisstatisticillustratesthenetrevenueofCeconomy,whichincludessalesbyMediaMarktandSaturninGermanyfrom2012/13to2022/23.In2022/23,Ceconomygeneratedrevenuesofroughly9.77billioneuros.

ReadmoreNote(s):Germany;2012/13to2022/23;*ChangeinstartoftheirfiscalyearfromJanuary,1toOctober,1in2013(datapriorto2013wasreleasedonDecember,31;from2013onwardsSeptember,30).InJuly2017Metro-groupwassplitand[...]

ReadmoreSource(s):CeconomyTotalannualrevenueofCoolbluefrom2013to2022(inmillioneuros)AnnualrevenueofCoolblue2013-20222,5002,349.22,335.31,987.42,0001,5001,0005001,482.61,353.61,193.5857.22016554.72015360.92014251.32013020172018201920202021202219Description:In2022,DutchonlineretailerCoolbluesawitsrevenuereach2.35billioneuros,upfrom250millionin2013.Despiteuninterruptedrevenuegrowthovertheyears,thecompanysufferedanetlossof6.2millioneurosin2022,downfromnetprofitsofover39millioneurosinthepreviousyear.Intheperiodunderconsideration,2022marksthefirstyeartheDutche-tailerregisterslossessince2013.

ReadmoreNote(s):Netherlands;2013to2022Source(s):CoolblueRevenueofSCo.,Ltd.between2012and2022(inbillionyuan)RevenueofS2012-2022300269.23252.3244.9625020015010050187.93148.59138.9135.55108.93105.2998.36201271.372022020132014201520162017201820192020202120Description:In2022,therevenueofSCo.,Ltd.decreasedto71.4billionyuanfromapproximately138.9billionyuaninthepreviousyear.Shasacceleratedtheadjustmentofloss-makingstoresandnon-strategicbusinessesin2021,closingallRedbabymaternalandInfantstores.ReadmoreNote(s):China;2012to2022Source(s):SRevenueofGOMEElectricalAppliancesfrom2012to2022(inbillionyuan)RevenueofGOMEElectricalAppliances2012-2022908070605040302010076.771.5864.664.3660.3659.4856.451.146.4844.1217.442022201220132014201520162017201820192020202121Description:ThisstatisticshowstheannualrevenueofGOMEElectricalAppliancesfrom2012to2022.In2022,GOMEgeneratedarevenueofabout17billionyuan,upfromaround44billionyuaninthepreviousyear.

ReadmoreNote(s):China;2012to2022Source(s):GOMEElectricalAppliancesNetsalesofYamadaHoldingsCo.,Ltd.fromfiscalyear2014to2023(intrillionJapaneseyen)YamadaHoldings'netsalesFY2014-20232.01.891.751.81.61.41.21.00.80.60.40.20.01.661.611.61.611.621.61.561.57201420152016201720182019202020212022202322Description:ThenetsalesofYamadaHoldingsCo.,Ltd.amountedto1.6trillionJapaneseyeninfiscalyear2023,followingthesecondyear-on-yeardecreaseafterfouryearsofgrowingnetsalesfigures.YamadaHoldingsisaJapaneseelectronicsretailerheadquarteredinTakasaki,GunmaPrefecture.ReadmoreNote(s):Japan;fiscalyears2014to2023;thecompany'sfiscalyearendsonMarch31ofthestatedyear;consolidateddata;netsalesdonotincludeconsumptiontaxSource(s):YamadaHoldingsNetsalesofEdionCorporationfromfiscalyear2014to2023(inbillionJapaneseyen)Edion'snetsalesFY2014-20239008007006005004003002001000766.7768.11733.58718.64720.58713.77691.22692.09686.28674.43201420152016201720182019202020212022202323Description:EdionCorporationgeneratednetsalesofabout720.58billionJapaneseyeninfiscalyear2023,whichconstitutedanincreasecomparedtoaround713.77billionyeninthepreviousfiscalyear.Theelectronicsretailerwasestablishedasaholdingcompanyin2002duetoamergerbetweenDeodeoCorporationandEidenCo.,Ltd.ReadmoreNote(s):Japan;fiscalyears2014to2023;thecompany'sfiscalyearsendonMarch31ofthestatedyear;consolidateddataSource(s):EdionCorporationNetrevenuegeneratedbytheretailcompanyViaS.A.inBrazilfrom2016to2022(inbillionBrazilianreals)VianetrevenueinBrazil2016-20223530.930.928.93026.9325.6425.6625201510519.820201620172018201920202021202224/statistics/938680/via-varejo-net-revenue-brazilIn2022,thenetrevenuegeneratedbyretailcompanyVia(formerlyViaVarejo)inBrazilamountedtoapproximately30.9billionBrazilianreals,uthesamevaluerecordedayearearlier.TheBrazilianretaileralsoreportedearningsof2.7billionrealsin2022.ReadmoreNote(s):Brazil;2016to2022Source(s):ViaVarejoCHAPTER

04E-commerceBestBuy'se-commerce/onlinerevenueintheUnitedStatesfromFY2018toFY2023(inmillionU.S.dollars)OnlinerevenueofBestBuy2018-202320,00018,00016,00014,00012,00010,00018,67416,43014,2127,6408,0006,0004,0002,00006,52820195,99120182020202120222023Year26Description:BestBuy'sonlinerevenueincreasedbetweenFY2018and2022,fromalittleundersixbillionU.S.dollarsinFY2018toaround16.4billioninFY2022.However,intheir2023financialyear,therevenuedroppedtoaround14.2billionU.S.dollars.

ReadmoreNote(s):Worldwide;2018to2023Source(s):BestBuyOnlinesalesofCeconomyAG(MediaMarktandSaturn)worldwidefrom2014/15to2022/23(inbillioneuros)CeconomyAGonlinesalesworldwide2014-2023876546.935.354.944.22.9432102.592.31.951.772014/152015/162016/172017/182018/192019/202020/212021/222022/2327Description:CeconomyAGhaswitnessedamarkedincreaseinonlinesalesworldwidefromjust1.77billioneurosinthe2014/15financialyeartoalmostsevenbillioneurosin2020/21.However,withthereturnofin-storeshopping,onlinesalesdecreasedby2022/23,butremainedabovepre-pandemiclevels.ReadmoreNote(s):Worldwide;2014to2023Source(s):CeconomyE-commercepercentageofCeconomyAG(MediaMarktandSaturn)salesworldwidefrom2014/15to2022/23E-commerceshareoftotalCeconomyAGsales2014-202335%30%25%20%15%32.45%24.56%22.22%20.18%13.68%12.1%10.65%8.93%10%5%8.12%0%2014/152015/162016/172017/182018/192019/202020/212021/222022/2328Description:CeconomyAGexperiencedasteadyincreaseinitse-commercesegmentinrecentyears,accountingfor8.12percentofsalesinthe2014/15financialyeartoaround13.68percentin2018/19.However,itwasnotuntilthecoronaviruspandemicthatthedigitalchannelsawthehighestgrowth.Inthe2020/21financialyear,onlinesalesmadeupmorethan32percentofCeconomyAG'soverallsales.Withthereturnofin-storeshopping,CeconomyAG'sonlinesalesshareslightlydecreasedin[...]

ReadmoreNote(s):Worldwide;2014to2023Source(s):Ceconomy;E-commercepercentageofCurrysPLC'stotalsalesworldwidefrom2019/20to2022/23E-commerceshareofCurrysPLC'ssales2019-202360%50%40%48%35%34%30%20%10%0%27%2019/202020/212021/222022/2329Description:Inthefiscalyear2020/21,CurrysPLCsawitsonlineshareofgrouprevenueincreaseconsiderablytosome48percent,likelyboostedbytheonsetofthecoronaviruspandemic.Thisfiguredecreasedto34percentinfiscalyear2022/23,asglobaleconomiesbegantoreopenandconsumerswentbacktoin-storeshopping.ReadmoreNote(s):Worldwide;2019to2023;completedviawebsiteorapp**Source(s):CurrysPCWorldE-commercenetsalesofworldwidefrom2014to2022(inbillionU.S.dollars)A:e-commercenetsalesworldwide2014-2022706050403059.351.929.126.324.824.520.620.619.12010020142015201620172018201920202021202230Description:In2022,AppleInc.generatedanestimated59.3billionU.S.dollarsine-commercenetsalesthroughitsonlinestore,.Thatyear,toppedtherankingoftheleadingconsumerelectronicsonlinestoresworldwide,surpassinge-commerceheavyweightsandbyasi