Summary

After the outbreak of COVID-19 in 2020, China followed a zero-COVID policy, which aimed to maintain the total case numbers as close to zero as possible. Zero-COVID proved to be successful in 2021, with China recording far fewer total case numbers than other countries with much smaller populations, and only a fraction of the deaths. China was the first country to step out of the impact of the pandemic, and in 2021 recorded high GDP growth when other countries were still under the negative impact...

Euromonitor International's Retail in China report offers insight into key trends and developments driving the industry. The report examines all retail channels to provide sector insight. Channels include hypermarkets, supermarkets, discounters, convenience stores, mixed retailers, health and beauty retailers, clothing and footwear retailers, furniture and furnishing stores, DIY and hardware stores, durable goods retailers, leisure and personal goods retailers. There are profiles of leading retailers, with analysis of their performance and the challenges they face. There is also analysis of non-store retailing: vending; homeshopping; internet retailing; direct selling, as available.

Product coverage: Retail E-Commerce, Retail Offline.

Data coverage: market sizes (historic and forecasts), company shares, brand shares and distribution data.

Why buy this report?
* Get a detailed picture of the Retail market;
* Pinpoint growth sectors and identify factors driving change;
* Understand the competitive environment, the market’s major players and leading brands;
* Use five-year forecasts to assess how the market is predicted to develop.

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Table of Contents

Retail in China
Euromonitor International
April 2023

List Of Contents And Tables

RETAIL IN CHINA
EXECUTIVE SUMMARY
Retail in 2022: The big picture
Social commerce continues to gain traction
Evolving role of physical stores
What next for retail?
OPERATING ENVIRONMENT
Informal retail
Opening hours for physical retail
Summary 1 Standard Opening Hours by Channel Type 2022
Seasonality
618 Shopping Festival
11.11 Shopping Festival
MARKET DATA
Table 1 Sales in Retail by Retail Offline vs Retail E-Commerce: Value 2017-2022
Table 2 Sales in Retail by Retail Offline vs Retail E-Commerce: % Value Growth 2017-2022
Table 3 Sales in Retail Offline by Channel: Value 2017-2022
Table 4 Sales in Retail Offline by Channel: % Value Growth 2017-2022
Table 5 Retail Offline Outlets by Channel: Units 2017-2022
Table 6 Retail Offline Outlets by Channel: % Unit Growth 2017-2022
Table 7 Sales in Retail E-Commerce by Product: Value 2017-2022
Table 8 Sales in Retail E-Commerce by Product: % Value Growth 2017-2022
Table 9 Grocery Retailers: Value Sales, Outlets and Selling Space 2017-2022
Table 10 Grocery Retailers: Value Sales, Outlets and Selling Space: % Growth 2017-2022
Table 11 Sales in Grocery Retailers by Channel: Value 2017-2022
Table 12 Sales in Grocery Retailers by Channel: % Value Growth 2017-2022
Table 13 Grocery Retailers Outlets by Channel: Units 2017-2022
Table 14 Grocery Retailers Outlets by Channel: % Unit Growth 2017-2022
Table 15 Non-Grocery Retailers: Value Sales, Outlets and Selling Space 2017-2022
Table 16 Non-Grocery Retailers: Value Sales, Outlets and Selling Space: % Growth 2017-2022
Table 17 Sales in Non-Grocery Retailers by Channel: Value 2017-2022
Table 18 Sales in Non-Grocery Retailers by Channel: % Value Growth 2017-2022
Table 19 Non-Grocery Retailers Outlets by Channel: Units 2017-2022
Table 20 Non-Grocery Retailers Outlets by Channel: % Unit Growth 2017-2022
Table 21 Retail GBO Company Shares: % Value 2018-2022
Table 22 Retail GBN Brand Shares: % Value 2019-2022
Table 23 Retail Offline GBO Company Shares: % Value 2018-2022
Table 24 Retail Offline GBN Brand Shares: % Value 2019-2022
Table 25 Retail Offline LBN Brand Shares: Outlets 2019-2022
Table 26 Retail E-Commerce GBO Company Shares: % Value 2018-2022
Table 27 Retail E-Commerce GBN Brand Shares: % Value 2019-2022
Table 28 Grocery Retailers GBO Company Shares: % Value 2018-2022
Table 29 Grocery Retailers GBN Brand Shares: % Value 2019-2022
Table 30 Grocery Retailers LBN Brand Shares: Outlets 2019-2022
Table 31 Non-Grocery Retailers GBO Company Shares: % Value 2018-2022
Table 32 Non-Grocery Retailers GBN Brand Shares: % Value 2019-2022
Table 33 Non-Grocery Retailers LBN Brand Shares: Outlets 2019-2022
Table 34 Forecast Sales in Retail by Retail Offline vs Retail E-Commerce: Value 2022-2027
Table 35 Forecast Sales in Retail by Retail Offline vs Retail E-Commerce: % Value Growth 2022-2027
Table 36 Forecast Sales in Retail Offline by Channel: Value 2022-2027
Table 37 Forecast Sales in Retail Offline by Channel: % Value Growth 2022-2027
Table 38 Forecast Retail Offline Outlets by Channel: Units 2022-2027
Table 39 Forecast Retail Offline Outlets by Channel: % Unit Growth 2022-2027
Table 40 Forecast Sales in Retail E-Commerce by Product: Value 2022-2027
Table 41 Forecast Sales in Retail E-Commerce by Product: % Value Growth 2022-2027
Table 42 Grocery Retailers Forecasts: Value Sales, Outlets and Selling Space 2022-2027
Table 43 Grocery Retailers Forecasts: Value Sales, Outlets and Selling Space: % Growth 2022-2027
Table 44 Forecast Sales in Grocery Retailers by Channel: Value 2022-2027
Table 45 Forecast Sales in Grocery Retailers by Channel: % Value Growth 2022-2027
Table 46 Forecast Grocery Retailers Outlets by Channel: Units 2022-2027
Table 47 Forecast Grocery Retailers Outlets by Channel: % Unit Growth 2022-2027
Table 48 Non-Grocery Retailers Forecasts: Value Sales, Outlets and Selling Space 2022-2027
Table 49 Non-Grocery Retailers Forecasts: Value Sales, Outlets and Selling Space: % Growth 2022-2027
Table 50 Forecast Sales in Non-Grocery Retailers by Channel: Value 2022-2027
Table 51 Forecast Sales in Non-Grocery Retailers by Channel: % Value Growth 2022-2027
Table 52 Forecast Non-Grocery Retailers Outlets by Channel: Units 2022-2027
Table 53 Forecast Non-Grocery Retailers Outlets by Channel: % Unit Growth 2022-2027
DISCLAIMER
SOURCES
Summary 2 Research Sources
CONVENIENCE RETAILERS IN CHINA
KEY DATA FINDINGS
2022 DEVELOPMENTS
Convenience stores proves resilient in the face of ongoing COVID-19 restrictions
Meiyijia surpasses Easy Joy to become the largest chain of convenience retailers
Lawson expands its geographic coverage through acquisition
PROSPECTS AND OPPORTUNITIES
Loosening of COVID-19 restrictions will have a positive impact on convenience retailers
Lower-tier cities offer vast potential for growth in the future
CHANNEL DATA
Table 54 Convenience Retailers: Value Sales, Outlets and Selling Space 2017-2022
Table 55 Convenience Retailers: Value Sales, Outlets and Selling Space: % Growth 2017-2022
Table 56 Sales in Convenience Retailers by Channel: Value 2017-2022
Table 57 Sales in Convenience Retailers by Channel: % Value Growth 2017-2022
Table 58 Convenience Retailers GBO Company Shares: % Value 2018-2022
Table 59 Convenience Retailers GBN Brand Shares: % Value 2019-2022
Table 60 Convenience Retailers LBN Brand Shares: Outlets 2019-2022
Table 61 Convenience Retailers Forecasts: Value Sales, Outlets and Selling Space 2022-2027
Table 62 Convenience Retailers Forecasts: Value Sales, Outlets and Selling Space: % Growth 2022-2027
Table 63 Forecast Sales in Convenience Retailers by Channel: Value 2022-2027
Table 64 Forecast Sales in Convenience Retailers by Channel: % Value Growth 2022-2027
DISCOUNTERS IN CHINA
KEY DATA FINDINGS
2022 DEVELOPMENTS
Discounters benefits from the demand for value prices amidst economic difficulties
HotMaxx emerges as a strong player
PROSPECTS AND OPPORTUNITIES
Challenges still persist in the discounters channel
Private label is an area with growth potential
CHANNEL DATA
Table 65 Discounters: Value Sales, Outlets and Selling Space 2017-2022
Table 66 Discounters: Value Sales, Outlets and Selling Space: % Growth 2017-2022
Table 67 Discounters GBO Company Shares: % Value 2018-2022
Table 68 Discounters GBN Brand Shares: % Value 2019-2022
Table 69 Discounters LBN Brand Shares: Outlets 2019-2022
Table 70 Discounters Forecasts: Value Sales, Outlets and Selling Space 2022-2027
Table 71 Discounters Forecasts: Value Sales, Outlets and Selling Space: % Growth 2022-2027
HYPERMARKETS IN CHINA
KEY DATA FINDINGS
2022 DEVELOPMENTS
Hypermarkets continues to struggle
Players add new formats to their portfolios
PROSPECTS AND OPPORTUNITIES
Hypermarkets to explore new role of physical stores
Hyperlocal delivery could help hypermarkets to survive
CHANNEL DATA
Table 72 Hypermarkets: Value Sales, Outlets and Selling Space 2017-2022
Table 73 Hypermarkets: Value Sales, Outlets and Selling Space: % Growth 2017-2022
Table 74 Hypermarkets GBO Company Shares: % Value 2018-2022
Table 75 Hypermarkets GBN Brand Shares: % Value 2019-2022
Table 76 Hypermarkets LBN Brand Shares: Outlets 2019-2022
Table 77 Hypermarkets Forecasts: Value Sales, Outlets and Selling Space 2022-2027
Table 78 Hypermarkets Forecasts: Value Sales, Outlets and Selling Space: % Growth 2022-2027
SUPERMARKETS IN CHINA
KEY DATA FINDINGS
2022 DEVELOPMENTS
Supermarkets maintains solid but slower growth
On-demand delivery increasingly important in supermarkets’ sales
Fresh food is a key differentiator as players look for a competitive edge
PROSPECTS AND OPPORTUNITIES
Private label offers potential for growth
Competition with online players set to intensify
CHANNEL DATA
Table 79 Supermarkets: Value Sales, Outlets and Selling Space 2017-2022
Table 80 Supermarkets: Value Sales, Outlets and Selling Space: % Growth 2017-2022
Table 81 Supermarkets GBO Company Shares: % Value 2018-2022
Table 82 Supermarkets GBN Brand Shares: % Value 2019-2022
Table 83 Supermarkets LBN Brand Shares: Outlets 2019-2022
Table 84 Supermarkets Forecasts: Value Sales, Outlets and Selling Space 2022-2027
Table 85 Supermarkets Forecasts: Value Sales, Outlets and Selling Space: % Growth 2022-2027
SMALL LOCAL GROCERS IN CHINA
KEY DATA FINDINGS
2022 DEVELOPMENTS
Small local grocers sees another year of decline
Small local grocers remains a highly fragmented channel
PROSPECTS AND OPPORTUNITIES
Small local grocers continues to lose traction amongst the younger generations
Alibaba and JD.com continue to transform and upgrade mom-and-pop stores
CHANNEL DATA
Table 86 Small Local Grocers: Value Sales, Outlets and Selling Space 2017-2022
Table 87 Small Local Grocers: Value Sales, Outlets and Selling Space: % Growth 2017-2022
Table 88 Small Local Grocers Forecasts: Value Sales, Outlets and Selling Space 2022-2027
Table 89 Small Local Grocers Forecasts: Value Sales, Outlets and Selling Space: % Growth 2022-2027
APPAREL AND FOOTWEAR SPECIALISTS IN CHINA
KEY DATA FINDINGS
2022 DEVELOPMENTS
Apparel and footwear specialists returns to decline in 2022
Direct-to-consumer continues to be an important strategy to drive growth
PROSPECTS AND OPPORTUNITIES
Sportswear and outdoor apparel retailers expected to continue to outperform
Changing role of bricks-and-mortar stores
CHANNEL DATA
Table 90 Apparel and Footwear Specialists: Value Sales, Outlets and Selling Space 2017-2022
Table 91 Apparel and Footwear Specialists: Value Sales, Outlets and Selling Space: % Growth 2017-2022
Table 92 Apparel and Footwear Specialists GBO Company Shares: % Value 2018-2022
Table 93 Apparel and Footwear Specialists GBN Brand Shares: % Value 2019-2022
Table 94 Apparel and Footwear Specialists LBN Brand Shares: Outlets 2019-2022
Table 95 Apparel and Footwear Specialists Forecasts: Value Sales, Outlets and Selling Space 2022-2027
Table 96 Apparel and Footwear Specialists Forecasts: Value Sales, Outlets and Selling Space: % Growth 2022-2027
APPLIANCES AND ELECTRONICS SPECIALISTS IN CHINA
KEY DATA FINDINGS
2022 DEVELOPMENTS
2022 is a tough year for appliances and electronics specialists
Accelerated digital transformation
PROSPECTS AND OPPORTUNITIES
Bricks-and-mortar stores will still be important in the path to purchase
Leading players to tap into the consumption potential in lower-tier cities
CHANNEL DATA
Table 97 Appliances and Electronics Specialists: Value Sales, Outlets and Selling Space 2017-2022
Table 98 Appliances and Electronics Specialists: Value Sales, Outlets and Selling Space: % Growth 2017-2022
Table 99 Appliances and Electronics Specialists GBO Company Shares: % Value 2018-2022
Table 100 Appliances and Electronics Specialists GBN Brand Shares: % Value 2019-2022
Table 101 Appliances and Electronics Specialists LBN Brand Shares: Outlets 2019-2022
Table 102 Appliances and Electronics Specialists Forecasts: Value Sales, Outlets and Selling Space 2022-2027
Table 103 Appliances and Electronics Specialists Forecasts: Value Sales, Outlets and Selling Space: % Growth 2022-2027
HEALTH AND BEAUTY SPECIALISTS IN CHINA
KEY DATA FINDINGS
2022 DEVELOPMENTS
Pharmacies sees significant growth in December due to peak in infection after the relaxation of COVID-19 measures
Hyperlocal delivery becomes a priority for health and beauty specialists
PROSPECTS AND OPPORTUNITIES
Hyperlocal delivery services set to continue to grow
Sephora helps accelerate the globalisation of C-beauty
CHANNEL DATA
Table 104 Health and Beauty Specialists: Value Sales, Outlets and Selling Space 2017-2022
Table 105 Health and Beauty Specialists: Value Sales, Outlets and Selling Space: % Growth 2017-2022
Table 106 Sales in Health and Beauty Specialists by Channel: Value 2017-2022
Table 107 Sales in Health and Beauty Specialists by Channel: % Value Growth 2017-2022
Table 108 Health and Beauty Specialists GBO Company Shares: % Value 2018-2022
Table 109 Health and Beauty Specialists GBN Brand Shares: % Value 2019-2022
Table 110 Health and Beauty Specialists LBN Brand Shares: Outlets 2019-2022
Table 111 Health and Beauty Specialists Forecasts: Value Sales, Outlets and Selling Space 2022-2027
Table 112 Health and Beauty Specialists Forecasts: Value Sales, Outlets and Selling Space: % Growth 2022-2027
Table 113 Forecast Sales in Health and Beauty Specialists by Channel: Value 2022-2027
Table 114 Forecast Sales in Health and Beauty Specialists by Channel: % Value Growth 2022-2027
HOME PRODUCTS SPECIALISTS IN CHINA
KEY DATA FINDINGS
2022 DEVELOPMENTS
2022 is another tough year for home products specialists
IKEA focuses on providing home inspiration
PROSPECTS AND OPPORTUNITIES
Rise of holistic shopping experiences in home products specialists
Growing use of 3D stores to enhance the purchasing experience
CHANNEL DATA
Table 115 Home Products Specialists: Value Sales, Outlets and Selling Space 2017-2022
Table 116 Home Products Specialists: Value Sales, Outlets and Selling Space: % Growth 2017-2022
Table 117 Sales in Home Products Specialists by Channel: Value 2017-2022
Table 118 Sales in Home Products Specialists by Channel: % Value Growth 2017-2022
Table 119 Home Products Specialists GBO Company Shares: % Value 2018-2022
Table 120 Home Products Specialists GBN Brand Shares: % Value 2019-2022
Table 121 Home Products Specialists LBN Brand Shares: Outlets 2019-2022
Table 122 Home Products Specialists Forecasts: Value Sales, Outlets and Selling Space 2022-2027
Table 123 Home Products Specialists Forecasts: Value Sales, Outlets and Selling Space: % Growth 2022-2027
Table 124 Forecast Sales in Home Products Specialists by Channel: Value 2022-2027
Table 125 Forecast Sales in Home Products Specialists by Channel: % Value Growth 2022-2027
GENERAL MERCHANDISE STORES IN CHINA
KEY DATA FINDINGS
2022 DEVELOPMENTS
General merchandise stores returns to decline as Omicron spreads
Intime focuses on a mini department store format
General merchandise stores capitalise on the booming “pet economy” in China
PROSPECTS AND OPPORTUNITIES
Competition set to intensify within variety stores as more players enter the fray
Omnichannel will be imperative for general merchandise stores
CHANNEL DATA
Table 144 General Merchandise Stores: Value Sales, Outlets and Selling Space 2017-2022
Table 145 General Merchandise Stores: Value Sales, Outlets and Selling Space: % Growth 2017-2022
Table 146 Sales in General Merchandise Stores by Channel: Value 2017-2022
Table 147 Sales in General Merchandise Stores by Channel: % Value Growth 2017-2022
Table 148 General Merchandise Stores GBO Company Shares: % Value 2018-2022
Table 149 General Merchandise Stores GBN Brand Shares: % Value 2019-2022
Table 150 General Merchandise Stores LBN Brand Shares: Outlets 2019-2022
Table 151 General Merchandise Stores Forecasts: Value Sales, Outlets and Selling Space 2022-2027
Table 152 General Merchandise Stores Forecasts: Value Sales, Outlets and Selling Space: % Growth 2022-2027
Table 153 Forecast Sales in General Merchandise Stores by Channel: Value 2022-2027
Table 154 Forecast Sales in General Merchandise Stores by Channel: % Value Growth 2022-2027
DIRECT SELLING IN CHINA
KEY DATA FINDINGS
2022 DEVELOPMENTS
Direct selling continues to suffer in 2022
Amway maintains its leading position
PROSPECTS AND OPPORTUNITIES
Direct sellers are pivoting to social commerce
Direct sellers increasingly look to virtual tools, but offline gatherings will continue to dominate
CHANNEL DATA
Table 126 Direct Selling by Product: Value 2017-2022
Table 127 Direct Selling by Product: % Value Growth 2017-2022
Table 128 Direct Selling GBO Company Shares: % Value 2018-2022
Table 129 Direct Selling GBN Brand Shares: % Value 2019-2022
Table 130 Direct Selling Forecasts by Product: Value 2022-2027
Table 131 Direct Selling Forecasts by Product: % Value Growth 2022-2027
VENDING IN CHINA
KEY DATA FINDINGS
2022 DEVELOPMENTS
Vending sees minimal growth, suffering from reduced mobility
Vending sees an expanded product offering
PROSPECTS AND OPPORTUNITIES
The return to normal behaviour and improving foot traffic support vending recovery
Technological innovation set to drive the future development of vending
CHANNEL DATA
Table 132 Vending by Product: Value 2017-2022
Table 133 Vending by Product: % Value Growth 2017-2022
Table 134 Vending GBO Company Shares: % Value 2018-2022
Table 135 Vending GBN Brand Shares: % Value 2019-2022
Table 136 Vending Forecasts by Product: Value 2022-2027
Table 137 Vending Forecasts by Product: % Value Growth 2022-2027
RETAIL E-COMMERCE IN CHINA
KEY DATA FINDINGS
2022 DEVELOPMENTS
Community group buying becomes the primary channel to purchase groceries during 2022 lockdowns
On-demand grocery e-commerce platforms under financial pressure
JD.com stands out with its reliable logistics
PROSPECTS AND OPPORTUNITIES
Social commerce continues to gain traction
Regulation to support healthy and sustainable growth of livestreaming e-commerce
CHANNEL DATA
Table 138 Retail E-Commerce by Product and Category: Value 2017-2022
Table 139 Retail E-Commerce by Product and Category: % Value Growth 2017-2022
Table 140 Retail E-Commerce GBO Company Shares: % Value 2018-2022
Table 141 Retail E-Commerce GBN Brand Shares: % Value 2019-2022
Table 142 Forecast Retail E-Commerce by Product and Category: Value 2022-2027
Table 143 Forecast Retail E-Commerce by Product and Category: % Value Growth 2022-2027