凯度消费者指数：2024全球全渠道报告（中译版）（37页）.pdf

1、Thomas SmithGlobal Insights DirectorWorldpanel Division|KantarMay 2024Global FMCG OmnichannelReportA unique read on global retail dynamics in FMCGSource:Household panel-49 marketsArgentina,Bolivia,Brazil,Chile,Colombia,Costa Rica,Ecuador,El Salvador,Guatemala,Honduras,Mexico,Nicaragua,Panam,Peru,USA

2、ustria,Belgium,Denmark,France,Germany,Great Britain,Greece,Ireland,Italy,Netherlands,Portugal,Spain,SwedenCzech Republic,Hungary,Poland,Romania,Serbia,Slovakia,CroatiaEgypt,Ghana,Kenya,Morocco,Nigeria,UAEMainland China,India,Indonesia,Malaysia,Philippines,South Korea,Taiwan,Vietnam78%of GDP&68%of th

3、e global population A collaboration between Worldpanel Division,Kantar,Numerator&GfK CPS2Agenda#1State of Play#2Channel Trends#3Private Label3State of Play#142023 saw the 2nd highest FMCG value growth rate in the last 12 yearsGlobal FMCG annual value growth(%chg)6.0%4.0%3.0%2.0%1.3%1.9%2.1%2.5%10.6%

4、2.6%6.0%8.6%201220132014201520162017201820192020202120222023Source:Omnichannel 2024,Worldpanel Division,Kantar,Numerator&GfK5Value growth driven by inflation at its highest point since 2008Source:Europanel BarometerGlobal FMCG 4-weekly FMCG price inflation0%2%4%6%8%10%12%2008200920102011201220132014

5、201520162017201820192020202120222023Financial CrisisPandemicInstability6-4%-2%0%2%4%6%8%10%12%14%16%18%20%2008200920102011201220132014201520162017201820192020202120222023Western EuropeUSAAsiaAsia least impacted by inflation when comparing to Europe&the USSource:Europanel BarometerGlobal FMCG 4-weekl

6、y FMCG price inflationFinancial CrisisPandemicInstability7Accelerated growth across regions only Asia value growth remains modestSource:Omnichannel 2024,Worldpanel Division,Kantar,Numerator&GfKFMCG annual value growth by region(%chg)6.0%6.4%3.5%3.4%10.9%15.9%21.4%8.6%7.3%8.4%3.7%12.1%24.6%22.4%Globa