THE GLOBAL FOOD RETAIL INDUSTRY

MARKET ANALYSIS IN THE LIGHT OF THE COVID-19 CRISIS

In addition to a comprehensive view of the sector's environment and demand (macroeconomic factors, changes brought about by digital transformation and ecological transition, etc.), the study provides our exclusive analysis of the past evolution of the global food retail industry and its prospects. In particular, it outlines the impact of the health crisis and the lessons to be learned from the current situation.

COMPANIES' BUSINESS STRATEGIES

Digitalisation, development of e-commerce, restructuring and growth plans, development of own-brand products, expansion of the retail estate, improvement in price image, etc. : the report details the growth levers prioritised by the world leaders in the food retail industry, after analysing their main strengths and weaknesses.

EXPLANATION OF THE CHANGES IN THE COMPETITIVE LANDSCAPE

This report also provides an individualised and aggregated financial analysis of the operators' financial performance. In particular, it deciphers the evolution of sales and operating profit rate for the analysed companies.

1. EXECUTIVE SUMMARY

SUMMARY AND KEY PAGES OF THE REPORT

The summary provides all the elements needed to understand the major trends in the sector and foreseeable developments, drawing on analyses of the market outlook and the strategies of the companies..

2. MARKET FUNDAMENTALS

OVERVIEW

SCOPE OF THE REPORT

FUNDAMENTALS OF THE FOOD RETAIL INDUSTRY

3. THE MARKET AND LEADERS' ACTIVITY

THE SECTOR ENVIRONMENT

• Overview

• Economic factors

• Socio-demographic factors

• Technological factors

THE GLOBAL FOOD RETAIL MARKET

• The dynamics of the retail sector

• The rise of e-commerce

• The global food market

• The dynamics of products sales formats

LEADERS'ACTIVITY AND PERFORMANCES

• Revenue

• Operating profit rate

• Individualised activity and performances

4. COMPETITION AND LEADERS' STRATEGIES

COMPETITIVE ENVIRONMENT

• Porter's 5 forces (Overview)

• Intra-sector competition

• Threat of new entrants

• Government's influence

• Bargaining power of customers

• Bargaining power of suppliers

LEADERS' STRATEGIES

• Overview

• Digital shops

• The development of e-commerce

• Restructuring and growth plans

• Developing private labels

• Developpement of the retail park

• Price image enhancement

5. SOURCES

6. ANNEXES

7. FORCES AT WORK

• Ranking of the 10 world leaders in the global food retail industry

• Key performance indicators of the 10 leaders (revenue growth and EBIT rate)

• SWOT analysis of the 10 leaders

8. LEADERS' PROFILES

• Walmart

• Costco

• Kroger

• Ahold Delhaize

• Carrefour

• Seven & i

• Tesco

• Rewe

• Aeon

• ELO (Auchan)