德勤（Deloitte）：2024年美国零售业展望报告（英文版）（16页）.pdf

1、2024 US retail industry outlook:Looking for loyalty in all the right placesRekindling profitable loyalty through experiences,personalization,and trust22024 US retail industry outlook|Looking for loyalty in all the right placesContents Introduction 3Opportunity No.1:Lean into loyalty programs 6Opport

2、unity No.2:Enhance omni-experience through in-store investments 7Opportunity No.3:Drive individual engagement at scale with trustworthy AI 9Conclusion 10Appendix 112024 US retail industry outlook|Looking for loyalty in all the right places3IntroductionThe last two years have been anything but ordina

3、ry.Consumers witnessed a 40-year inflationary high in June 2022 and 11 Federal Reserve rate hikes by July 2023.Given this volatility,its reasonable to assume that consumers collective psyche would be bruised and they would retreat from the marketplace.However,consumers have endured,surprising analys

4、ts by challenging conventional wisdom.In fact,consumers continue their consumption binge,with some benefiting from wage increases while others are presumably burning through savings and accumulating debt even as economic uncertainty continues to loom.Will 2024 finally signal the end of this spending

5、 spree?Expert opinions vary.Economists are encouraged that moderating inflation and a tight job market will support current consumption rates,though those rates may slow down(see below for more about our economic forecast).But retailers and Wall Street analysts remain uncertain that debt-loaded cons

6、umers facing a cost-of-living squeeze can maintain their recent spending trends,especially on discretionary goods.1 One thing is certain:Inflation has left its mark.Despite inflation approaching the Federal Reserves target rate of 2%in the last six months,three in four consumers remain concerned abo