Retail 100 2024

Investment Rating - The report does not explicitly provide an investment rating for the retail industry Core Insights - The retail sector is experiencing a decline in brand value among major brands, while discount brands are gaining traction due to inflationary pressures [19][21] - Amazon remains the most valuable retail brand with a brand value of USD308.9 billion, increasing by 3% [20][22] - Emerging markets are showing growth in brand value, contrasting with declines in major economies [35][36] Ranking Analysis - Eight of the top ten retail brands saw declines in brand value this year, with Walmart's value dropping by 15% to USD96.8 billion [20][22] - Home Depot's brand value decreased by 14% to USD52.8 billion, while Costco's increased by 4% to USD48.4 billion [20][22] - Discount brands like Dollar Tree and Ross Dress for Less saw significant increases in brand value, up 23% and 18% respectively [21][28] Brand Value Changes - Lazada emerged as the fastest-growing retail brand, with a 40% increase in brand value to USD2.1 billion [26][28] - Chedraui also saw a 33% increase in brand value, driven by new store openings [28] - The report highlights that sustainability perceptions significantly influence brand value, with Amazon leading at USD20.7 billion in Sustainability Perceptions Value [32][31] Brand Value by Country - The total brand value in the US decreased by 3%, while Mexico's total brand value surged by 38% [35][36] - Notable growth in brand values was also observed in Argentina (23%), Poland (24%), and Italy (18%) [35][36] Top Retail Brands - The top retail brands ranked by value include Amazon, Walmart, Home Depot, and Costco, with varying changes in their brand values [37][38] - Bunnings emerged as the strongest retail brand with a brand value increase of 14% to USD4.1 billion [24][22] - Decathlon ranked as the second strongest retail brand, with a brand value of USD9.3 billion [24][22]