Retailing in India and China · % of e-commerce on total retail sales E-COMMERCE SHARE OF TOTAL...
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Transcript of Retailing in India and China · % of e-commerce on total retail sales E-COMMERCE SHARE OF TOTAL...
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N I R M A L Y A K U M A R
Retailing in India and China
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INDIA CHINA U.S.A
Retail Market Size (trillion U.S.D.) 0.68 5.30 5.75
Nominal GDP (trillion U.S.D.) 2.60 12.02 19.39
Nominal GDP per capita (U.S.D.) 1,940 8,827 59,532
OVERVIEW OF THE MARKETS 2017
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TOP RETAIL PLAYERS 2018
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COMPANYNUMBER
OF STORES
ANNUALREVENUES
FY17
Reliance Retail 4,003 10
Future Retail 1,700 2.6
Avenue supermarket 154 2
Titan 1,400 1.8
Godrej C.P. N.A. 1.3
Aditya Birla Retail 613 1.3
The Raymond Group 700 0.8
$ billion $ billion
INDIA CHINA
COMPANYNUMBER
OF STORES
ANNUALREVENUES
FY17
Suning.com Group 3,799 27.1
Gome Retail 1,604 22.4
China Vanguard 3,162 15.1
Sun Art Retail 383 13.9
Wal-Mart China 441 11.7
Yonghui Superstores 806 9.5
Chongquing General 322 8.5
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INTERNATIONAL RETAIL BRANDS
NUMBER OF STORES
INDIA CHINA
ZARA 20 223
HM 34 522
Starbucks 91 3,300
McDonalds 290 2,391
Carrefour 5* 259
Pizza Hut 350 1,750
IKEA 1 25
PRESENCE OF INTERNATIONAL RETAILERS 2018
*All stores shut down in 2014
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S H A N G H A I , C H I N A
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M U M BA I , I N D I A
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ZARA PENETRATION
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Country Stores/
Mil Pop
Stores/$B Apparel
Spain 7.28 14.90
Portugal 6.70 12.18
Brazil 0.27 1.02France 1.92 2.50Germany 0.93 0.86Italy 1.64 2.00UK 1.00 0.83Mexico 0.61 4.94India 0.01 0.32Japan 0.80 1.18Russia 0.66 1.36China 0.14 0.60
USA 0.24 0.24
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CHINESE SHOPPERS
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EX HIBIT 10: CO NSUMERS IN CHINA
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INDIAN SHOPPERS
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PRICE COMPARISONZ A R A J E A N S I N D I F F E R E N T M A R K E T S
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Country Price IndexSpain 100Portugal 104Greece 114France 122Germany 124Italy 124Turkey 131Poland 133UK 147Mexico 148India 153Japan 162Russia 176China 178USA 192South Korea 196
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12.4
15.9
19.6
23.8
0.81.7
2.63.6
0
5
10
15
20
25
2014 2015 2016 2017
% o
f e-c
omm
erce
on
tota
l ret
ail s
ales
E-COMMERCE SHARE OF TOTAL RETAIL SALES
CHINA
INDIA
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260295
332
688731
772
0
100
200
300
400
500
600
700
800
900
2015 2016 2017
Num
ber
of O
nlin
e us
ers
in M
illio
ns CHINA
INDIA
NUMBER OF INTERNET USERS
2015-2017 (in millions)
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E-COMMERCE MARKET SIZE 2018
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INDIA CHINA
US$ 38.5 billion
US$ 1.15 trillion
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INDIA
CHINA
69108
460
582
0
100
200
300
400
500
600
700
2016 2017
Num
ber
of o
nlin
e bu
yers
in M
illio
nsNUMBER OF ONLINE BUYERS
2016-2017 (in millions)
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AVERAGE SPEND PER ONLINE USER
15
CHINAINDIA
US$1,800US$140
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COMPANYANNUAL
REVENUES
Flipkart 2,300
Amazon India (Seller Services) 485
Myntra 314
Bigbasket 160
Snapdeal 123
Jabong 103
INDIA CHINA
TOP E-RETAILERS 2018
COMPANYANNUAL
REVENUES
JD.com 55.7
Alibaba 39.9
Suning 27.1
Vip.com 11.2
Yihaodian 1.8
Pinduoduo 0.3
$ million $ billion
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COMPANYANNUAL REVENUES 2017 ($ million)
INDIA CHINA
Amazon (Seller services) 485 N.A.
Facebook 46 N.A.
Uber 56 N.A.
Apple 1,800 44,764
Google 980 N.A.
PRESENCE OF TOP INTERNET GIANTS 2018
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