普华永道思略特进博会报告：AI驱动全球零售业价值提升 利润率有望实现四倍增长

Core Insights - The report by PwC Strategy highlights the revolutionary impact of artificial intelligence (AI) on the retail industry, revealing that if AI is scaled and industrialized in retail, it could add $310 billion to global annual operating profits by 2030, representing an almost 20% increase in overall operating profits [1] - Retail companies that implement AI across their organizations could see their operating profit margins rise from the industry average of 3% to 14.4%, achieving more than a fourfold increase [1] Regional Analysis - North America is identified as the global leader in retail AI, benefiting from a culture that encourages risk investment and technological innovation, proximity to the global tech industry, and significant investments from leading companies in AI [1] - European retail companies are characterized as "fast followers," primarily focusing on incremental optimization of AI applications, with a cautious approach due to risk-averse cultures and insufficient growth capital [2] - In China, e-commerce giants like Alibaba and JD.com are rapidly integrating AI into core areas such as supply chain management and personalized marketing, although traditional retail faces challenges due to weak digital foundations and uneven regional development [2] Strategic Recommendations - The report emphasizes that retail companies should abandon a wait-and-see approach and instead focus on high-value scenarios to gradually implement AI at scale, utilizing a five-step method to facilitate this process [3] - Key steps include adjusting organizational structures for AI delivery, balancing platform strategies with innovation tools, enhancing data maturity, addressing regulatory and ethical issues, and fostering a data culture to improve employee acceptance of AI [2][3]