➢ 中国食品零售行业整体规模庞大，未来主要增长点主要包括下沉市场、量贩零食和即时零售等。在这一过 程中，数字化的重要性不断提升，食品零售数字化的 增长前景广阔 。 ➢ 商业层面，综合商超由货架视角向货盘视角转型，深耕品类管理的垂直厂商将有望把握这一机遇 ，从食 品零售向更广泛的客户群体渗透 。技术层面，食品零售数字化厂商将加速构建 云、数、智三位一体 的技术 闭环，以云原生架构为底层支撑，利用数据驱动，探索智能化场景应用。 食品 零售数字化研究范畴界定 食品零售行业数字化丨研究报告 核心摘要： ➢ 综合商超、便利店及夫妻老婆店等传统零售业态暴露出高损耗、低效率的弊端，聚焦 食品垂类 的新兴业 态出现，加速食品零售行业 连锁化 进程。 ➢ 当前食品零售领域的整体数字化水平偏低，连锁化率的提升将带动行业数字化转型，围绕 效率升级 和 体验重构 两方面展开。 ➢ 基于人-货-场数字化重构的理念，收银系统将作为关键数据的触点，与供应链管理系统、全渠道运营系 统共同构成食品零售数字化的关键要素。 面向专营食品类目的商品零售企业，聚焦业务层面的数字化升级 狭义的食品零售是面向终端消费者专营食品销售的商品零售业态，包括零食 ...

Core Insights - The food retail industry is experiencing a shift from traditional retail formats to specialized vertical categories, accelerating the process of chain development [1][7] - The overall digitalization level in the food retail sector is low, and increasing the chain rate will drive digital transformation focused on efficiency upgrades and experience reconstruction [1][10] - 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 [1][13] Digitalization Demand Background - The food retail industry has a low digitalization level, primarily characterized by decentralized community stores and small shops, but is entering an accelerated digital transformation phase due to the rise of new business formats [10] - Digitalization can integrate supply chains, optimize procurement costs, and enhance management efficiency while reducing inventory waste [10] Evolution of Food Retail Formats - The transition from traditional supermarkets to specialized vertical formats is a response to high loss rates and low efficiency in conventional retail [7] - New formats such as brand snack chains, community fresh supermarkets, and fresh pre-staging warehouses are emerging, promoting overall chain development in the food retail industry [7] Digital Framework of Food Retail - The core of food retail digitalization lies in reconstructing the collaborative relationship among people, goods, and scenes, with a focus on consumer-centric operations, transparent supply chain management, and transforming traditional transaction venues into digital hubs [13] Cash Register System - The cash register system integrates payment, inventory management, and promotional activities, enhancing operational efficiency and providing critical data support for the "people-goods-scene" linkage [20][24] - Different product categories require tailored cash register systems to meet specific sales and promotional needs [20] Supply Chain Management System - The supply chain management (SCM) system enhances efficiency, controls costs, and mitigates risks by integrating the entire process from procurement to sales [27][30] - SCM systems utilize algorithms for demand forecasting, intelligent replenishment, and inventory optimization, particularly for perishable goods [27] All-Channel Operation System - The all-channel operation system integrates online and offline data flows, creating a unified membership system and coordinating marketing strategies [34][36] - This system enables detailed customer profiling and operational analysis, facilitating a shift from traffic acquisition to user lifetime value (LTV) exploration [34] Future Market Outlook - The food retail market is vast, with the GMV of food and beverage retail expected to exceed 7 trillion yuan in 2024 and grow to 8.7 trillion yuan by 2029 [39] - Digitalization is becoming a critical competitive factor, with significant growth potential for digital vendors that can capitalize on market opportunities [39] Digitalization Trends - Food retail digital vendors are building a technology ecosystem based on cloud-native architecture, data-driven approaches, and exploring intelligent application scenarios [46] - The integration of AI technologies into supply chain management and user operations is driving the digital transformation of the food retail sector [46]

Core Insights - The food retail industry is experiencing a shift from traditional retail formats to specialized vertical categories, accelerating the process of chain development [1][7] - The overall digitalization level in the food retail sector is low, and increasing the chain rate will drive digital transformation focused on efficiency upgrades and experience reconstruction [1][10] - The digital reconstruction of the food retail industry is based on the concept of "people-goods-scene," with the cash register system serving as a key data touchpoint [1][13] Digitalization Demand Background - The food retail industry has a low digitalization level, primarily consisting of decentralized community stores and small shops, but is entering an accelerated phase of digital transformation due to the rise of new business formats [10] - Digitalization can integrate the supply chain, optimize procurement costs, and enhance management efficiency while reducing inventory waste [10] Evolution of Food Retail Formats - The transition from traditional supermarkets to specialized vertical formats is a response to high loss rates and low efficiency in traditional retail [7] - New formats such as brand snack chains, community fresh supermarkets, and fresh pre-staging warehouses are emerging, promoting overall chain development in the food retail sector [7] Digital Framework of Food Retail - The core of food retail digitalization lies in reconstructing the collaborative relationship among people, goods, and scenes [13] - The cash register system, supply chain management system, and omnichannel operation system form the "iron triangle" of food retail digitalization [13] Cash Register System - The cash register system enhances operational efficiency through integrated payment, inventory management, and dynamic promotions, serving as a data hub for the "people-goods-scene" interaction [20][24] - Different product categories require tailored cash register systems to meet specific sales and promotional needs [20] Supply Chain Management System - The supply chain management (SCM) system integrates the entire process from procurement to sales, enhancing efficiency, controlling costs, and mitigating risks [27][30] - SCM systems enable intelligent replenishment and inventory optimization, crucial for managing perishable goods [27] Omnichannel Operation System - The omnichannel operation system integrates online and offline data flows, creating a unified customer view and enhancing marketing strategies [34][36] - It focuses on data accumulation, customer engagement, and operational analysis to drive business performance [34] Market Outlook - The Chinese food retail market is substantial, with the GMV expected to exceed 7 trillion yuan in 2024 and grow to 8.7 trillion yuan by 2029 [39] - Digitalization is becoming a key competitive factor, with significant growth potential for digital vendors that can capitalize on market opportunities [39] Industry Trends - The food retail sector is transitioning from a sales-driven to a demand-driven model, with vertical vendors poised to seize opportunities through refined category management [43] - Digital vendors in the food retail space are expected to leverage cloud-native architectures and data-driven strategies to enhance operational agility and market responsiveness [46]