2025线下零售市场变化趋势-COLOUR

Core Insights - The report discusses the trends and changes in the offline retail market leading up to 2025, highlighting the impact of the COVID-19 pandemic and subsequent recovery phases [1] Group 1: Market Development Overview - The COVID-19 pandemic caused significant disruptions in the retail market, with over 90% of offline retail stores closing and online orders dropping by 50-70% [2] - In 2020, the total retail sales of consumer goods reached 39.2 trillion yuan, a decrease of 3.9% from the previous year, but signs of recovery began to emerge [2] - By 2021, the retail market was expected to grow by approximately 7%, driven by economic recovery and increased consumer confidence [3] Group 2: Market Trends and Projections - The offline retail market saw a rebound in 2022, although it faced challenges due to external shocks and changing consumer behavior [4] - By 2024, the market is projected to develop more steadily, with consumer confidence returning and innovative retail models emerging [4] - In 2025, policies aimed at boosting consumption are expected to further enhance the growth of the offline retail sector [4] Group 3: Market Structure and Competition - The market share of top 100 offline retail companies is dynamic, with some leading firms maintaining or expanding their share while traditional companies face declines due to emerging business models [15] - New retail formats such as community group buying and discount stores are gaining traction, appealing to price-sensitive consumers [16] - The competition is intensifying, with traditional retail giants like Walmart and Carrefour facing challenges from agile e-commerce companies [26] Group 4: Consumer Behavior Changes - Consumer demand is becoming increasingly diverse, with a notable rise in personalized and customized product preferences [39] - In the first half of 2025, certain sectors like home appliances are expected to see significant growth, with a projected increase of 38.8% [38] - The shift towards personalized shopping experiences is prompting offline retailers to innovate and enhance their service offerings [42]