Lex專欄被寵壞的中國(guó)超市顧客教程文件

1、Good is good, but better carries it.精益求精，善益求善。Lex專欄被寵壞的中國(guó)超市顧客-Lex_Chinesesupermarkets:spoiledInamodernsupermarkettheproblemisoftenanexcessofchoice,notashortage.InChina,theconsumerisspoiltforchoiceamongretailersthemselves.Thepromiseofa$640bngrocerymarket,whichEuromonitorthinkswillgrowbyaquarteroverth

2、enextfiveyears,hasvendorsliningup.在現(xiàn)代化超市里，問題往往在于選擇太多而不是商品短缺。在中國(guó)，對(duì)零售商本身的選擇就已把消費(fèi)者寵壞了。6400億美元食品市場(chǎng)的誘人前景令銷售商排起了長(zhǎng)隊(duì)。而按照歐睿(Euromonitor)的預(yù)測(cè)，今后五年期間該市場(chǎng)規(guī)模還將增長(zhǎng)四分之一。Thefuturemaybebright.Thepresentisanastyfightinwhichlocalandforeignretailersaresuffering.Thisweek,ChinaResourcesEnterpriseannouncedthatitwillsellitsno

3、n-beerbusinessesbacktoitsstate-ownedparent,ChinaResourcesHoldings.Retailandtheassociatedpropertymakeuptwo-thirdsofrevenuesoutsideofbeer.Thislookslikeanadmissionofdefeat.Justlastyear,CREconsolidatedTescosChinesesupermarketbusiness,formingajointventureinwhichtheUKfoodretailerstillownsone-fifth(astakei

4、trecentlypartlywrotedown).Thecombinedentityisthemarketleader,withshareofjust3percent,accordingtoEuromonitor.Still,theventuresperformancewasweakenoughtodragdownCREssubsequentresults.前景或許是光明的。然而眼下本土和外國(guó)零售商正處于痛苦的激烈競(jìng)爭(zhēng)之中。就在本周，華潤(rùn)創(chuàng)業(yè)(ChinaResourcesEnterprise)宣布將把其非啤酒業(yè)務(wù)賣給其國(guó)有母公司華潤(rùn)控股(ChinaResourcesHoldings)。在啤酒

5、業(yè)務(wù)以外，零售業(yè)務(wù)及與之相關(guān)的物業(yè)占了華潤(rùn)創(chuàng)業(yè)營(yíng)收的三分之二。該公司此舉似乎是在零售業(yè)認(rèn)輸。就在去年，華潤(rùn)創(chuàng)業(yè)還曾整合樂購(gòu)(Tesco)的中國(guó)超市業(yè)務(wù)，組建了一家合資企業(yè)。合并后這家英國(guó)食品零售商仍然持有該合資企業(yè)五分之一的股份（最近樂購(gòu)對(duì)其所持股份進(jìn)行了部分減記）。根據(jù)歐睿的數(shù)據(jù)，合并后的實(shí)體雖然是市場(chǎng)領(lǐng)軍企業(yè)，卻也只有3%的市場(chǎng)份額。話雖如此，該合資企業(yè)的疲弱業(yè)績(jī)?nèi)酝侠哿巳A潤(rùn)創(chuàng)業(yè)后來的業(yè)績(jī)。Carrefour,inChinafortwodecades,hasalsostruggled.Thecountryscontributiontothecompanystoplinehasdoubled

6、from3to6percentoverthepasteightyears.Still,lastyeartheFrenchfoodretailerhaditsfirstyear-on-yeardrop(2percent)inChineserevenuessinceatleast2008.Organicsalesfell6percent.Inthefirstquarterthisyear,thetrendworsened,like-for-likesalesdropping13percentinanenvironmentthecompanydescribedas“frugal”.進(jìn)入中國(guó)市場(chǎng)已有2

7、0年的家樂福(Carrefour)也處境艱難。在過去8年里，中國(guó)對(duì)家樂?？偁I(yíng)收的貢獻(xiàn)比例已經(jīng)從3%增長(zhǎng)一倍至6%。然而，去年這家法國(guó)食品零售商遭遇了至少自2008年以來的首次在華營(yíng)收同比下滑（跌幅為2%）。其中有機(jī)銷售額下滑了6%。今年第一季度，這一趨勢(shì)進(jìn)一步惡化，同店銷售額下滑13%。家樂福稱，當(dāng)前中國(guó)處于一種“節(jié)儉”的大環(huán)境。Thesituationisunlikelytoimprove.Tescomayhavebowedout,buttheremainingplayersareexpanding.Euromonitorforecaststhatoverthenextfiveyearssupermarketswillincreasetheirnumberofoutletsbyathird.Meanwhile,internetoperatorssuchasAlibabaandJD.comarefacilitatingthedeliveryoffreshproductsfromNewZealandmilktoAmericancherries.Theretailenvironmentisspoiling.局面不太可能出現(xiàn)改善