Core Insights - Instant retail is emerging as a new growth engine in the e-commerce sector, with a market expected to exceed 2 trillion yuan by 2030, capturing 12% of the physical e-commerce market [2][11][22] Market Size and Growth - The instant retail market in China is projected to reach 780 billion yuan in 2024, marking a 20% year-on-year growth, while traditional physical goods online retail is only expected to grow by 0.8% [2][11] - By 2030, the instant retail market is anticipated to surpass 2 trillion yuan, increasing its share of physical e-commerce from 6% in 2024 to 12% [2][11] Consumer Behavior and Demographics - The consumer base for instant retail is diversifying, with individuals aged 31-45 expected to account for 55% of the market by 2024, up from 72.5% being primarily aged 21-35 in earlier years [3][17] - The county-level market contributed 23.1% to the instant retail transaction scale in 2023, indicating significant growth potential in lower-tier cities [3][21] Category Performance - Fast-moving consumer goods (FMCG) and emergency products are leading the growth in instant retail, with snack food sales projected to reach 564 million yuan in 2024, a 46.5% increase [4][29] - The pharmaceutical retail sector is also experiencing rapid growth, with a projected market size of 487 million yuan in 2024, reflecting a 31.3% increase [4][29] Competitive Landscape - Major players like Meituan, JD.com, and Taobao are competing aggressively in the instant retail space, each leveraging their unique strengths [5][6] - Meituan leads the market with its "store + warehouse" model, while JD.com focuses on integrating its logistics with local supermarkets, and Taobao capitalizes on its vast user base [5][6] Future Growth Drivers - The expansion of flash warehouses in lower-tier markets is seen as a key growth driver for instant retail, with Meituan planning to add 1,866 new convenience store flash warehouses in 2024 [7] - The entry of brand manufacturers into the instant retail space is expected to enhance product offerings and improve customer experience [7]
2025年即时零售行业规模消费场景及头部平台美团京东淘宝对比分析报告