Retail in USA
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Transcript of Retail in USA
AUGUST 2012 EVOLVEDATAMARKET RESEARCH REPORT
Retail in the USAWorld's Biggest Retailers Detailed Content
2 World Market an OverviewTotal Retail Market
6 Motor Vehicle & Parts2011
7 Health & Pharma2011
9 Food2011
10 Clothing2011 a
11 Building & Garden2011
A comparative view of the European, American and World's largest and most important retail chains.
Rank Company
Country of
origin
2010 retail sales*
2010 group revenue*
2010 group net income*
Dominant operational format 2010
#countries of operation
2010
1 Wall-Mart Stores, Inc. US 418,952 421,849 16,993 Hypermarket 16
2 Carrefour SA France 119,642 121,519 754 Hypermarket 33
3 Tesco PLC UK 92,171 94,244 4,131 Hypermarket 13
4 Metro AG Germany 88,931 89,311 1,243 Cash & Carry/ Warehouse Club
9
5 The Kroger Co. US 82,189 82,189 1,133 Supermarket 1
6 Schwartz Unternehmens Treuhand KG
Germany 79,119 79,119 n/a Discount store 26
7 Costco Wholesale Corporation
US 76,255 77,946 1,323 Cash & Carry/ Warehouse Club
9
8 The Home Depot, Inc US 67,255 67,977 6,668 Home Improvement 5
9 Wallgreen Co. US 67,420 67,420 2,091 Drug Store/ Pharmacy
2
10 Aldi Einkauf GmbH & Co. oHG
Germany 67,112 67,112 n/a Discount store 18
* millions of US dollars Source: Deloitte
EVOLVEDATA2 AUGUST 2012
Dominated by the Western European and North American companies the world retail appears to be a bipolar rule. However this could not be further from the truth since important revenues come from China, Brazil, Japan and Russia.
The importance of the new markets is the result of the orientation of the retailers towards markets capable of delivering growth, such as South America, Asia-Pacific and Africa.
European retailers (mainly France and Germany) are the most active players on the Global scale and managed to reduce their dependence from the local market and have an impressive 40-% of revenue from other countries.
Wall-Mart, the giant retailer from the United States, clearly dominates the top followed at a long distance by the French and British companies.
World's Biggest
Big Retail & Small Stores in the US / World's Biggest
Rank Company Sales* Country
1 Carrefour 119,642 France
2 Tesco 92,171 UK
3 Metro 88,931 Germany
4 Schwartz 79,119 Germany
5 Aldi 67,112 Germany
6 Rewe 61,112 Germany
7 Auchan 55,212 France
8 Edeka 54,072 Germany
9 E.Leclerc 41,165 France
10 Ahold 39,213 Netherlands
* millions of US dollars
EVOLVEDATA3 AUGUST 2012
Big Retail & Small Stores in the US / European Retailers
European Retailers
European retailers found themselves capable of surpassing the lag of the local markets and find new sources of profit in the Global Market.
With an average of 30 countries where they operate, the French retailers lead the global expansion trend of the european retailers.
There are significant variations among countries. Enormous growth occurred in Turkey (+22.4 %), Russia (+16.3 %), Sweden (+15.8 %), Poland (+13.3 %).
Source: Deloitte
The French companies are by far the most determined to act an active role around the world proof is that all the French companies have international operations.France and Germany, only, generated around €400 billion in retail turnover.
The top countries in terms of turnover volume – France, Germany, UK and Russia – generated more than half of the total European retail turnover in 2010.
Rank Company Sales* Country
1 Wall-Mart 418,952 US
2 Kroger 82,189 US
3 Costco 76,255 US
4 Home Depot 67,887 US
5 Walgreen 67,420 US
6 Target 65,789 US
7 CVS Caremark 57,345 US
8 Best Buy 50,272 US
9 Lowe's 48,815 US
10 Sears Holdings 43,326 US
* millions of US dollars
EVOLVEDATA4 AUGUST 2012
Big Retail & Small Stores in the US / Top US Retailers
Though it continues to be slow, the US retail grows steadily.
Investments in better store experiences and more options in the power of their shoppers are considered a priority, however in terms of integrated channel environments, the retailers have started to understand the meas available.
Nordstrom and Macy’s are some of the fast adopters by integrating their touchpoints, making their shoppers experience available on both mobile and web.
Source: Deloitte
US retailers seem to be content with the opportunities that the local market provides and with the lead of Wall-Mart (180 million shoppers annually).No Canadian company made it to top ten retailers in North America.
For individual retailers, such as Walmart and Target, online revenue accounts for less than 2 percent.
Top US Retailers
US Retail Sales
1Q 2012 1,082,635
4Q 2011 1,065,030
3Q 2011 1,043,110
2Q 2011 1,029,997
1Q 2011 1,016,544
millions of dollars
Total US Retail
EVOLVEDATA5 AUGUST 2012
Big Retail & Small Stores in the US / Total US Retail
Source: Deloitte
1Q 2012
4Q 2011
3Q 2011
2Q 2011
1Q 2011
The U.S. economy has shown signs of modest recovery. There is growth but not the kind that has followed previous recessions.
For the US retailers a reasonable forecast would show slightly positive with a modest growth, the consumers will most certainly remain cautious and price sensitive.
Due to the credit market weakness that has transferred itself into other areas of the economy consumers seem to be prudent.
Despite the rather high level of the unemployment US consumer spending has been rising. Encouraged by the small signs of recovery that the economy has shown in the last period consumers have turned their attention for goods and services.
Source: U
S C
ensus
Motor vehicle and parts dealers
Jan 2011
Feb 2011
Mar 2011
Apr 2011
May 2011
Jun 2011
Jul 2011
Aug 2011
Sep 2011
Oct 2011
Nov 2011
Dec 2011
58,718 63,669 76,556 70,852 70,618 71,537 70,503 72,557 68,024 66,851 64,740 71,674
millions of dollars
Big Retail & Small Stores in the US / Motor Vehicle
AUGUST 2012EVOLVEDATA6
Jan 2011
Feb 2011
Mar 2011
Apr 2011
May 2011
Jun 2011
Jul 2011
Aug 2011
Sep 2011
Oct 2011
Nov 2011
Dec 2011
Motor vehicle and parts dealers 2011
New cars sales raised to 53% of all motor vehicle sales in 1Q 2012, the highest numbers since 2009.
More energy-efficient autos tended to have a better performance since the influence of higher gas prices has played a role in the trends of vehicle sales that made the consumer more price savvy.
The increases in production and employment came from increased demand, which acted in US as well as in Europe.
Exports also grew, having more than doubled since 2009.
Source: U
S C
ensus
Health and personal care stores
Jan 2011
Feb 2011
Mar 2011
Apr 2011
May 2011
Jun 2011
Jul 2011
Aug 2011
Sep 2011
Oct 2011
Nov 2011
Dec 2011
22,242 21,290 23,625 22,250 22,783 22,413 21,909 23,032 22,265 22,622 22,468 25,387
millions of dollars
Big Retail & Small Stores in the US / Health and Personal Care
AUGUST 2012EVOLVEDATA7
Health and personal care stores 2011
The per capita change in retail prescription volume, by state, ranged from -7.1% to 5.6%.Retail prescription usage, which averaged 11.33 prescriptions per person, declined in 41 states and fell by more than 3% in 10 states.
Preparations seem to prove of little or no effectiveness in the case of the patent cliff expected to hit in 2012. Research-based and pharma companies have few products to replace the hole in the revenues.
Two of the world largest pharma companies, Pfizer and Sanofi announced important job cuts, and the situation continues to determine changes throughout 2012.
Jan 2011
Feb 2011
Mar 2011
Apr 2011
May 2011
Jun 2011
Jul 2011
Aug 2011
Sep 2011
Oct 2011
Nov 2011
Dec 2011
Source: U
S C
ensus
Pharmacies and drug stores
Jan 2011
Feb 2011
Mar 2011
Apr 2011
May 2011
Jun 2011
Jul 2011
Aug 2011
Sep 2011
Oct 2011
Nov 2011
Dec 2011
19078 18016 19913 18808 19357 18935 18406 19349 18736 19214 19048 21105
millions of dollars
Big Retail & Small Stores in the US / Pharmacies and Drug Stores
AUGUST 2012EVOLVEDATA8
Pharmacies and drug stores 2011
The amount of drugs sold in retail around US for chronic and acute illness declined (on a per capita basis) in contrast with non-retail that remained steady.
A person's use of retail prescriptions averaged 11.33 prescriptions in 2011 to amount to a total of 211 bn USD. quotation
Especially in the cardiovascular area americans aged 65+ decreased their use of prescriptions by 3%.
Overall pharmacy retail volumes have declined in 2011, due to lower use of chronic disease medicines.
The weak flu season in 2011 has been one of the causes pharma volumes showing worse than in 2010.
Jan 2011
Feb 2011
Mar 2011
Apr 2011
May 2011
Jun 2011
Jul 2011
Aug 2011
Sep 2011
Oct 2011
Nov 2011
Dec 2011
Source: U
S C
ensus
Jan 2011
Feb 2011
Mar 2011
Apr 2011
May 2011
Jun 2011
Jul 2011
Aug 2011
Sep 2011
Oct 2011
Nov 2011
Dec 2011
Big Retail & Small Stores in the US / Food and Beverage
AUGUST 2012EVOLVEDATA9
Food and beverage stores 2011
According to Datamonitor, the United States food retail industry grew by 5.6% in 2011.
Industry leaders Wal-Mart, Costco, Kroger, and Safeway continue to leverage their scale to accommodate consumers need for low prices.
This trend will continue unabated as consumers remain strapped for disposable income despite minor improvements in the broader economy.
Food and beverages store
Jan 2011
Feb 2011
Mar 2011
Apr 2011
May 2011
Jun 2011
Jul 2011
Aug 2011
Sep 2011
Oct 2011
Nov 2011
Dec 2011
48,674 45,856 50,069 50,985 51,905 51,506 53,005 52,054 50,360 51,298 51,730 56,466
millions of dollars
Source: U
S C
ensus
Jan 2011
Feb 2011
Mar 2011
Apr 2011
May 2011
Jun 2011
Jul 2011
Aug 2011
Sep 2011
Oct 2011
Nov 2011
Dec 2011
Big Retail & Small Stores in the US / Clothing
AUGUST 2012EVOLVEDATA10
Clothing stores 2011
2011 was a difficult year for retailers and manufacturers who use cotton which experienced volatile price changes and the highest price in almost 150 years. Due to the cost of raw materials, retailers and manufacturers alike, started exploring alternative fabrics, including synthetics and other non-cotton or non-petrol-based textiles.
However, alternative fabrics are not fix-all solution as increased demand is pushing prices higher.
Clothing stores
Jan 2011
Feb 2011
Mar 2011
Apr 2011
May 2011
Jun 2011
Jul 2011
Aug 2011
Sep 2011
Oct 2011
Nov 2011
Dec 2011
10,170 11,360 13,702 13,842 13,627 13,259 13,401 13,876 13,404 13,787 15,813 21,735
millions of dollars
Source: U
S C
ensus
Jan 2011
Feb 2011
Mar 2011
Apr 2011
May 2011
Jun 2011
Jul 2011
Aug 2011
Sep 2011
Oct 2011
Nov 2011
Dec 2011
Big Retail & Small Stores in the US / Building and Garden
AUGUST 2012EVOLVEDATA111
Building materials and garden equipment and suppliers dealers 2011
Prices remained at a level comparable with 2010 levels by the end of 2011 although a general level of optimism for modest growth and recovery persisted.
According to data from the National Climatic Data Center, January was the fifth snowiest month in the last 45 years, with approximately 71% of the country covered in snow by January 12.
February was no different in terms of weather, which translated in an 8.2% decrease in building permits. The 517,000 units of building permits, in February 2011 marked the lowest rate on record.
Building materials and garden equipment and supplies dealers
Jan 2011
Feb 2011
Mar 2011
Apr 2011
May 2011
Jun 2011
Jul 2011
Aug 2011
Sep 2011
Oct 2011
Nov 2011
Dec 2011
16,476 16,460 22,643 25,222 28,694 28,007 24,256 24,540 23,299 24,018 23,222 22,065
millions of dollars
Source: U
S C
ensus
Big Retail & Small Stores in the US / Conclusions, Trends and Forecasts
AUGUST 2012EVOLVEDATA
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