麦肯锡&EuroCommerce ：2023年欧洲食杂零售市场现状报告（英文版）（40页）.pdf

1、1Living with and responding to uncertainty State of Grocery Retail 2023:EuropeLiving with and responding to uncertaintyThe State of Grocery Retail2023 Europe 2Living with and responding to uncertainty State of Grocery Retail 2023:Europe Getty Images3Living with and responding to uncertainty State of

2、 Grocery Retail 2023:EuropeContentsForeword and introduction to the team 3State of Grocery Europe 2023:Living with and responding to uncertainty 7Key trends looking forward 13Overall implications for grocers 22Interviews with three inspirational CEOs 25Food and grocery market KPIs 36Acknowledgements

3、,contributors,and contacts 384Living with and responding to uncertainty State of Grocery Retail 2023:EuropeFor the European grocery sector,2022 was all about inflation and growing consumer price sensitivity.This led to the biggest decrease in the margins of grocers in five years.In real values,turno

4、ver dropped by 7.1 percent,driven by intensified downtrading across income brackets.While margins are decreasing,interest rates and capital costs are rising.As a result,many grocery retailers see the challenge is financing the investments both in sustainability and technology that are necessary to r

5、educe emissions,build resilience,and drive future growth.This years report takes a comprehensive look at the key trends shaping the grocery industry in the coming years.How will the fact that consumers plan to save more money on food affect diffe rent formats,channels,and categories?Will grocery ret

6、ailers need to look for further economies of scale to better deal with rising costs and increased margin pressure?To what extent are grocers equipped and resolved to leverage analytics and automation to drive productivity?As egrocery largely retains the uplift observed during the pandemic and meal d