2025年中国食品零售行业数字化研究报告

Core Insights - The food retail industry is experiencing a shift from traditional retail formats to specialized vertical categories, driven by high losses and low efficiency in conventional supermarkets and convenience stores, accelerating the process of chain development in the sector [1][6] - The overall digitalization level in the food retail sector is currently low, and the increase in chain rates will drive digital transformation, focusing on efficiency upgrades and experience reconstruction [1][9] - The digital reconstruction of the food retail sector is based on the concept of "people-goods-scene," with the cash register system serving as a key data touchpoint, alongside supply chain management systems and omnichannel operation systems [1][12] Digitalization Demand Background - The food retail industry has a long-standing reliance on decentralized community stores, resulting in a low overall digitalization level. The rise of new business formats is pushing the industry towards accelerated digital transformation [9] - Digitalization can integrate supply chains, optimize procurement costs, and enhance management efficiency while reducing inventory waste [9] Digitalization Framework - The core of food retail digitalization lies in reconstructing the collaborative relationship among "people," "goods," and "scenes," with a focus on consumer-centric omnichannel operations, transparent supply chain management, and transforming traditional transaction venues into digital hubs [12] Supply Chain Management System - The supply chain management (SCM) system plays a crucial role in connecting production and sales, maintaining supplier relationships, and managing warehousing logistics. It enhances efficiency, controls costs, and mitigates risks [26][29] - The SCM system is essential for addressing the complexities of perishable goods, seasonal fluctuations, and diverse consumer demands in the food retail sector [26] Omnichannel Operation System - The omnichannel operation system serves as the central engine for integrating multiple business touchpoints, accumulating data assets, and reconstructing the relationship between people, goods, and scenes [33] - It enables the activation of both online and offline traffic, builds a membership system, and coordinates marketing strategies [33] Market Outlook - The overall scale of China's food retail industry is substantial, with the retail GMV expected to exceed 7 trillion yuan in 2024 and grow to 8.7 trillion yuan by 2029. The growth will be driven by the expansion of lower-tier markets and the rise of instant retail models [38] - Digitalization is becoming a key competitive factor in the food retail sector, with significant growth potential for digitalization vendors that can capitalize on market opportunities [38] Competitive Landscape - In the food retail cash register system market, companies like Lemon hold a leading position with a market share of 38.9%, while the top three players account for 82.0% of the market concentration [21] - The competitive factors for cash register systems include scene depth, functional stability, and ecosystem breadth, which are essential for achieving comprehensive digitalization in food retail [23]