サマリー

2023年の日本の小売業は、オフラインとeコマースの両方で増加し、堅調な現在価値の成長を維持した。2023年、オフライン小売はCOVID-19後のモビリティの回復により、より強い勢いを取り戻した。2023年5月8日、日本政府はCOVID-19を季節性インフルエンザと同じ5類感染症に再分類すると発表した。これにより、消費者のウイルスに対する懸念が和らぎ、日本の消費者がCOVID-19以前の行動に戻ることを促した。

ユーロモニターインターナショナルの日本の小売業に関する調査レポートは、業界を牽引する主要トレンドと動向についての洞察を提供しています。本レポートでは、すべての小売チャネルを調査し、セクター別の洞察を提供しています。チャネルには、ハイパーマーケット、スーパーマーケット、ディスカウントストア、コンビニエンスストア、複合小売店、健康・美容関連小売店、衣料品・履物小売店、家具・調度品店、DIY・金物店、耐久消費財小売店、レジャー・身の回り品小売店などが含まれる。主要小売企業のプロフィールが掲載されており、業績や直面している課題についての分析がなされている。また、店舗を持たない小売業（自動販売、ホームショッピング、インターネット小売、直接販売など）についても分析を行っている。

製品カバー範囲小売Eコマース、小売オフライン

データ範囲：市場規模（過去および予測）、企業シェア、ブランドシェア、流通データ。

このレポートを購入する理由
* 小売市場の詳細な把握；
* 成長分野を特定し、変化を促す要因を特定する；
* 競争環境、市場の主要プレーヤー、主要ブランドを理解する；
* 5年間の予測を用いて、市場がどのように発展するかを評価する。

ユーロモニター・インターナショナルは、市場調査レポート、ビジネス参考書、オンライン情報システムの出版において40年以上の経験を有しています。ロンドン、シカゴ、シンガポール、上海、ヴィリニュス、ドバイ、ケープタウン、サンティアゴ、シドニー、東京、バンガロールにオフィスを構え、世界中に800人以上のアナリストのネットワークを持つユーロモニター・インターナショナルは、情報に基づいた戦略立案を支援する信頼性の高い情報資源を開発する独自の能力を有しています。

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目次

Retail in Japan
Euromonitor International
February 2024

List Of Contents And Tables

RETAIL IN JAPAN
EXECUTIVE SUMMARY
Retail in 2023: The big picture
Private label development key for retailers to stay competitive
New regulation on stealth marketing (Endorsements and Testimonials in Advertising) impacts e-commerce and direct selling
What next for retail?
OPERATING ENVIRONMENT
Informal retail
Opening hours for physical retail
Summary 1 Standard Opening Hours by Channel Type 2023
Seasonality
Hatsu Uri (“First Sales”) at New Year
Valentine’s Day
White Day
Mother’s Day
Father’s Day
Summer bargains
Halloween
Black Friday and Cyber Monday
Christmas and year-end bargains
MARKET DATA
Table 1 Sales in Retail by Retail Offline vs Retail E-Commerce: Value 2018-2023
Table 2 Sales in Retail by Retail Offline vs Retail E-Commerce: % Value Growth 2018-2023
Table 3 Sales in Retail Offline by Channel: Value 2018-2023
Table 4 Sales in Retail Offline by Channel: % Value Growth 2018-2023
Table 5 Retail Offline Outlets by Channel: Units 2018-2023
Table 6 Retail Offline Outlets by Channel: % Unit Growth 2018-2023
Table 7 Grocery Retailers: Value Sales, Outlets and Selling Space 2018-2023
Table 8 Grocery Retailers: Value Sales, Outlets and Selling Space: % Growth 2018-2023
Table 9 Sales in Grocery Retailers by Channel: Value 2018-2023
Table 10 Sales in Grocery Retailers by Channel: % Value Growth 2018-2023
Table 11 Grocery Retailers Outlets by Channel: Units 2018-2023
Table 12 Grocery Retailers Outlets by Channel: % Unit Growth 2018-2023
Table 13 Non-Grocery Retailers: Value Sales, Outlets and Selling Space 2018-2023
Table 14 Non-Grocery Retailers: Value Sales, Outlets and Selling Space: % Growth 2018-2023
Table 15 Sales in Non-Grocery Retailers by Channel: Value 2018-2023
Table 16 Sales in Non-Grocery Retailers by Channel: % Value Growth 2018-2023
Table 17 Non-Grocery Retailers Outlets by Channel: Units 2018-2023
Table 18 Non-Grocery Retailers Outlets by Channel: % Unit Growth 2018-2023
Table 19 Retail GBO Company Shares: % Value 2019-2023
Table 20 Retail GBN Brand Shares: % Value 2020-2023
Table 21 Retail Offline GBO Company Shares: % Value 2019-2023
Table 22 Retail Offline GBN Brand Shares: % Value 2020-2023
Table 23 Retail Offline LBN Brand Shares: Outlets 2020-2023
Table 24 Retail E-Commerce GBO Company Shares: % Value 2019-2023
Table 25 Retail E-Commerce GBN Brand Shares: % Value 2020-2023
Table 26 Grocery Retailers GBO Company Shares: % Value 2019-2023
Table 27 Grocery Retailers GBN Brand Shares: % Value 2020-2023
Table 28 Grocery Retailers LBN Brand Shares: Outlets 2020-2023
Table 29 Grocery Retailers LBN Brand Shares: Selling Space 2020-2023
Table 30 Non-Grocery Retailers GBO Company Shares: % Value 2019-2023
Table 31 Non-Grocery Retailers GBN Brand Shares: % Value 2020-2023
Table 32 Non-Grocery Retailers LBN Brand Shares: Outlets 2020-2023
Table 33 Non-Grocery Retailers LBN Brand Shares: Selling Space 2020-2023
Table 34 Forecast Sales in Retail by Retail Offline vs Retail E-Commerce: Value 2023-2028
Table 35 Forecast Sales in Retail by Retail Offline vs Retail E-Commerce: % Value Growth 2023-2028
Table 36 Forecast Sales in Retail Offline by Channel: Value 2023-2028
Table 37 Forecast Sales in Retail Offline by Channel: % Value Growth 2023-2028
Table 38 Forecast Retail Offline Outlets by Channel: Units 2023-2028
Table 39 Forecast Retail Offline Outlets by Channel: % Unit Growth 2023-2028
Table 40 Forecast Sales in Retail E-Commerce by Channel: Value 2023-2028
Table 41 Forecast Sales in Retail E-Commerce by Channel: % Value Growth 2023-2028
Table 42 Grocery Retailers Forecasts: Value Sales, Outlets and Selling Space 2023-2028
Table 43 Grocery Retailers Forecasts: Value Sales, Outlets and Selling Space: % Growth 2023-2028
Table 44 Forecast Sales in Grocery Retailers by Channel: Value 2023-2028
Table 45 Forecast Sales in Grocery Retailers by Channel: % Value Growth 2023-2028
Table 46 Forecast Grocery Retailers Outlets by Channel: Units 2023-2028
Table 47 Forecast Grocery Retailers Outlets by Channel: % Unit Growth 2023-2028
Table 48 Non-Grocery Retailers Forecasts: Value Sales, Outlets and Selling Space 2023-2028
Table 49 Non-Grocery Retailers Forecasts: Value Sales, Outlets and Selling Space: % Growth 2023-2028
Table 50 Forecast Sales in Non-Grocery Retailers by Channel: Value 2023-2028
Table 51 Forecast Sales in Non-Grocery Retailers by Channel: % Value Growth 2023-2028
Table 52 Forecast Non-Grocery Retailers Outlets by Channel: Units 2023-2028
Table 53 Forecast Non-Grocery Retailers Outlets by Channel: % Unit Growth 2023-2028
DISCLAIMER
SOURCES
Summary 2 Research Sources
CONVENIENCE RETAILERS IN JAPAN
KEY DATA FINDINGS
2023 DEVELOPMENTS
Increase in social activities and back to office momentum bring back demand
Right pricing strategy key to retain consumers
Rebound of inbound tourism supports growth
PROSPECTS AND OPPORTUNITIES
Sufficient workforce and automation will be needed for sustainable growth
Private label lines set to continue to expand to non-food categories
New concept stores likely to move towards sustainability
CHANNEL DATA
Table 54 Convenience Retailers: Value Sales, Outlets and Selling Space 2018-2023
Table 55 Convenience Retailers: Value Sales, Outlets and Selling Space: % Growth 2018-2023
Table 56 Convenience Retailers GBO Company Shares: % Value 2019-2023
Table 57 Convenience Retailers GBN Brand Shares: % Value 2020-2023
Table 58 Convenience Retailers LBN Brand Shares: Outlets 2020-2023
Table 59 Convenience Retailers LBN Brand Shares: Selling Space 2020-2023
Table 60 Convenience Retailers Forecasts: Value Sales, Outlets and Selling Space 2023-2028
Table 61 Convenience Retailers Forecasts: Value Sales, Outlets and Selling Space: % Growth 2023-2028
HYPERMARKETS IN JAPAN
KEY DATA FINDINGS
2023 DEVELOPMENTS
Price rises benefit value sales of hypermarkets, but not volume
Strong traction for private label
Seiyu reinforces localisation with locally sourced produce
PROSPECTS AND OPPORTUNITIES
Strategic changes in focus expected when it comes to product range
Despite population decline, hypermarkets set to benefit from more tourists
Players likely to continue to push sustainability
CHANNEL DATA
Table 62 Hypermarkets: Value Sales, Outlets and Selling Space 2018-2023
Table 63 Hypermarkets: Value Sales, Outlets and Selling Space: % Growth 2018-2023
Table 64 Hypermarkets GBO Company Shares: % Value 2019-2023
Table 65 Hypermarkets GBN Brand Shares: % Value 2020-2023
Table 66 Hypermarkets LBN Brand Shares: Outlets 2020-2023
Table 67 Hypermarkets LBN Brand Shares: Selling Space 2020-2023
Table 68 Hypermarkets Forecasts: Value Sales, Outlets and Selling Space 2023-2028
Table 69 Hypermarkets Forecasts: Value Sales, Outlets and Selling Space: % Growth 2023-2028
SUPERMARKETS IN JAPAN
KEY DATA FINDINGS
2023 DEVELOPMENTS
Supermarkets performs well despite price rises, following changes in consumers’ habits
Competition with health and personal care stores and variety stores continues
New types of supermarket outlets appear, providing convenience and experiences
PROSPECTS AND OPPORTUNITIES
Logistics challenges and opportunities await
Net super set to expand further as consumers appreciate its convenience
Self-checkout and non-cash operations may be ways to cope with labour shortages
CHANNEL DATA
Table 70 Supermarkets: Value Sales, Outlets and Selling Space 2018-2023
Table 71 Supermarkets: Value Sales, Outlets and Selling Space: % Growth 2018-2023
Table 72 Supermarkets GBO Company Shares: % Value 2019-2023
Table 73 Supermarkets GBN Brand Shares: % Value 2020-2023
Table 74 Supermarkets LBN Brand Shares: Outlets 2020-2023
Table 75 Supermarkets LBN Brand Shares: Selling Space 2020-2023
Table 76 Supermarkets Forecasts: Value Sales, Outlets and Selling Space 2023-2028
Table 77 Supermarkets Forecasts: Value Sales, Outlets and Selling Space: % Growth 2023-2028
SMALL LOCAL GROCERS IN JAPAN
KEY DATA FINDINGS
2023 DEVELOPMENTS
Closure of outlets in Shotengai is a major issue
Strong demand for authentic products helps drive sales
Affordable indulgences and heightened health awareness
PROSPECTS AND OPPORTUNITIES
Urban/rural inequality in shopping opportunities likely to continue
Tough competition in grocery retailing set to continue
New concepts and niches anticipated to be seen in small local grocers
CHANNEL DATA
Table 78 Small Local Grocers: Value Sales, Outlets and Selling Space 2018-2023
Table 79 Small Local Grocers: Value Sales, Outlets and Selling Space: % Growth 2018-2023
Table 80 Small Local Grocers GBO Company Shares: % Value 2019-2023
Table 81 Small Local Grocers GBN Brand Shares: % Value 2020-2023
Table 82 Small Local Grocers LBN Brand Shares: Outlets 2020-2023
Table 83 Small Local Grocers LBN Brand Shares: Selling Space 2020-2023
Table 84 Small Local Grocers Forecasts: Value Sales, Outlets and Selling Space 2023-2028
Table 85 Small Local Grocers Forecasts: Value Sales, Outlets and Selling Space: % Growth 2023-2028
APPAREL AND FOOTWEAR SPECIALISTS IN JAPAN
KEY DATA FINDINGS
2023 DEVELOPMENTS
Fast Retailing focuses on experiences to draw consumers into its physical outlets
Pure online players enter the physical space – showrooming is important in Japan
Overseas players are re-entering Japan with localisation in mind
PROSPECTS AND OPPORTUNITIES
Return of inbound tourists should help maintain growth for physical stores
Incorporating digital features to enhance the customer experience
Apparel and footwear specialists to move beyond selling apparel and footwear
CHANNEL DATA
Table 86 Apparel and Footwear Specialists: Value Sales, Outlets and Selling Space 2018-2023
Table 87 Apparel and Footwear Specialists: Value Sales, Outlets and Selling Space: % Growth 2018-2023
Table 88 Apparel and Footwear Specialists GBO Company Shares: % Value 2019-2023
Table 89 Apparel and Footwear Specialists GBN Brand Shares: % Value 2020-2023
Table 90 Apparel and Footwear Specialists LBN Brand Shares: Outlets 2020-2023
Table 91 Apparel and Footwear Specialists LBN Brand Shares: Selling Space 2020-2023
Table 92 Apparel and Footwear Specialists Forecasts: Value Sales, Outlets and Selling Space 2023-2028
Table 93 Apparel and Footwear Specialists Forecasts: Value Sales, Outlets and Selling Space: % Growth 2023-2028
APPLIANCES AND ELECTRONICS SPECIALISTS IN JAPAN
KEY DATA FINDINGS
2023 DEVELOPMENTS
Yodobashi hopes to open in Ikebukuro
Yamada continues to expand to adjacent areas
Online sales strategy at the diversification/experimentation stage
PROSPECTS AND OPPORTUNITIES
Who dictates the price tag is gradually changing
Different approaches to attracting consumers
Addressing the need for different products through crowdfunding
CHANNEL DATA
Table 94 Appliances and Electronics Specialists: Value Sales, Outlets and Selling Space 2018-2023
Table 95 Appliances and Electronics Specialists: Value Sales, Outlets and Selling Space: % Growth 2018-2023
Table 96 Appliances and Electronics Specialists GBO Company Shares: % Value 2019-2023
Table 97 Appliances and Electronics Specialists GBN Brand Shares: % Value 2020-2023
Table 98 Appliances and Electronics Specialists LBN Brand Shares: Outlets 2020-2023
Table 99 Appliances and Electronics Specialists LBN Brand Shares: Selling Space 2020-2023
Table 100 Appliances and Electronics Specialists Forecasts: Value Sales, Outlets and Selling Space 2023-2028
Table 101 Appliances and Electronics Specialists Forecasts: Value Sales, Outlets and Selling Space: % Growth 2023-2028
HEALTH AND BEAUTY SPECIALISTS IN JAPAN
KEY DATA FINDINGS
2023 DEVELOPMENTS
Physical outlets regain momentum post-COVID-19, and competition intensifies both online and offline
Increased activities outside the home generate demand for OTC products
Online offerings increase
PROSPECTS AND OPPORTUNITIES
Unique private label launches could be key to retain consumers
Continued development of private label lines targeted towards Gen Z expected
Femtech and femcare likely to be the next trends in health and beauty specialists
CHANNEL DATA
Table 102 Health and Beauty Specialists: Value Sales, Outlets and Selling Space 2018-2023
Table 103 Health and Beauty Specialists: Value Sales, Outlets and Selling Space: % Growth 2018-2023
Table 104 Sales in Health and Beauty Specialists by Channel: Value 2018-2023
Table 105 Sales in Health and Beauty Specialists by Channel: % Value Growth 2018-2023
Table 106 Health and Beauty Specialists GBO Company Shares: % Value 2019-2023
Table 107 Health and Beauty Specialists GBN Brand Shares: % Value 2020-2023
Table 108 Health and Beauty Specialists LBN Brand Shares: Outlets 2020-2023
Table 109 Health and Beauty Specialists LBN Brand Shares: Selling Space 2020-2023
Table 110 Health and Beauty Specialists Forecasts: Value Sales, Outlets and Selling Space 2023-2028
Table 111 Health and Beauty Specialists Forecasts: Value Sales, Outlets and Selling Space: % Growth 2023-2028
Table 112 Forecast Sales in Health and Beauty Specialists by Channel: Value 2023-2028
Table 113 Forecast Sales in Health and Beauty Specialists by Channel: % Value Growth 2023-2028
HOME PRODUCTS SPECIALISTS IN JAPAN
KEY DATA FINDINGS
2023 DEVELOPMENTS
Nitori extends its lead thanks to constant development
Cainz acquires variety stores player Tokyu Hands
The struggles of DCM
PROSPECTS AND OPPORTUNITIES
Increasing demand likely to be hampered by the move to second-hand
Investment in back-end tech to improve digital activities
Sustainability begins to take root
CHANNEL DATA
Table 114 Home Products Specialists: Value Sales, Outlets and Selling Space 2018-2023
Table 115 Home Products Specialists: Value Sales, Outlets and Selling Space: % Growth 2018-2023
Table 116 Sales in Home Products Specialists by Channel: Value 2018-2023
Table 117 Sales in Home Products Specialists by Channel: % Value Growth 2018-2023
Table 118 Home Products Specialists GBO Company Shares: % Value 2019-2023
Table 119 Home Products Specialists GBN Brand Shares: % Value 2020-2023
Table 120 Home Products Specialists LBN Brand Shares: Outlets 2020-2023
Table 121 Home Products Specialists LBN Brand Shares: Selling Space 2020-2023
Table 122 Home Products Specialists Forecasts: Value Sales, Outlets and Selling Space 2023-2028
Table 123 Home Products Specialists Forecasts: Value Sales, Outlets and Selling Space: % Growth 2023-2028
Table 124 Forecast Sales in Home Products Specialists by Channel: Value 2023-2028
Table 125 Forecast Sales in Home Products Specialists by Channel: % Value Growth 2023-2028
GENERAL MERCHANDISE STORES IN JAPAN
KEY DATA FINDINGS
2023 DEVELOPMENTS
Department stores recovers as inbound tourism rebounds, and floor layouts change to meet consumers’ needs
Seven & i Holdings sells Sogo and Seibu after turmoil
Variety stores compete with low prices and unique private label lines
PROSPECTS AND OPPORTUNITIES
Pricing will be key for variety stores
Reaching out to younger consumers will be key
Department stores likely to focus on food
CHANNEL DATA
Table 126 General Merchandise Stores: Value Sales, Outlets and Selling Space 2018-2023
Table 127 General Merchandise Stores: Value Sales, Outlets and Selling Space: % Growth 2018-2023
Table 128 General Merchandise Stores GBO Company Shares: % Value 2019-2023
Table 129 General Merchandise Stores GBN Brand Shares: % Value 2020-2023
Table 130 General Merchandise Stores LBN Brand Shares: Outlets 2020-2023
Table 131 General Merchandise Stores LBN Brand Shares: Selling Space 2020-2023
Table 132 General Merchandise Stores Forecasts: Value Sales, Outlets and Selling Space 2023-2028
Table 133 General Merchandise Stores Forecasts: Value Sales, Outlets and Selling Space: % Growth 2023-2028
DIRECT SELLING IN JAPAN
KEY DATA FINDINGS
2023 DEVELOPMENTS
Face-to-face events return post-pandemic
Investigations by Consumer Affairs Agency damage reputation of direct selling
Online presence is becoming more important to compete
PROSPECTS AND OPPORTUNITIES
New regulation will impact future advertising for direct sellers
Direct selling a key retail channel for emerging concepts such as CBD
Yakult Honsha will continue to lead and launch new products
CHANNEL DATA
Table 134 Direct Selling by Category: Value 2018-2023
Table 135 Direct Selling by Category: % Value Growth 2018-2023
Table 136 Direct Selling GBO Company Shares: % Value 2019-2023
Table 137 Direct Selling GBN Brand Shares: % Value 2020-2023
Table 138 Direct Selling Forecasts by Category: Value 2023-2028
Table 139 Direct Selling Forecasts by Category: % Value Growth 2023-2028
VENDING IN JAPAN
KEY DATA FINDINGS
2023 DEVELOPMENTS
Food vending continues to see innovation and new opportunities
Vending machines are used to build relationships and loyalty
Coca-Cola incorporates dynamic pricing in vending
PROSPECTS AND OPPORTUNITIES
Tobacco vending will struggle to maintain a presence
Innovative vending machines set to continue to be launched, attracting tourists
Overseas players enter vending in Japan, introducing new concepts
CHANNEL DATA
Table 140 Vending by Category: Value 2018-2023
Table 141 Vending by Category: % Value Growth 2018-2023
Table 142 Vending GBO Company Shares: % Value 2019-2023
Table 143 Vending GBN Brand Shares: % Value 2020-2023
Table 144 Vending Forecasts by Category: Value 2023-2028
Table 145 Vending Forecasts by Category: % Value Growth 2023-2028
RETAIL E-COMMERCE IN JAPAN
KEY DATA FINDINGS
2023 DEVELOPMENTS
E-commerce growth slows after its peak during COVID-19
New regulation on stealth marketing (Endorsements and Testimonials in Advertising)
Grocery players accelerate their e-commerce offerings
PROSPECTS AND OPPORTUNITIES
Delivery fees and last-mile delivery concern consumers
Marketplace ecosystems set to develop and intensify the competition
Digital inclusivity and safety will be areas of focus for an ageing society
CHANNEL DATA
Table 146 Retail E-Commerce by Channel and Category: Value 2018-2023
Table 147 Retail E-Commerce by Channel and Category: % Value Growth 2018-2023
Table 148 Retail E-Commerce GBO Company Shares: % Value 2019-2023
Table 149 Retail E-Commerce GBN Brand Shares: % Value 2020-2023
Table 150 Forecast Retail E-Commerce by Channel and Category: Value 2023-2028
Table 151 Forecast Retail E-Commerce by Channel and Category: % Value Growth 2023-2028