In 2016, the top 100 retailers continued to maintain rapid growth and the growth rate declined slightly.

People's Daily Online, Chongqing, May 25 (Reporter Qiao Xuefeng) In 2016, the growth rate of China's consumer goods market slowed further. The total retail sales of consumer goods in the whole year reached 332.316 billion yuan, a year-on-year increase of 10.4%, and the growth rate slowed by 0.3 percentage points from the previous year. From January to April 2017, the total retail sales of consumer goods reached 1,11102 billion yuan, a year-on-year increase of 10.2%, which was 0.2 percentage points lower than that of 2016.

With the slowdown in the growth of the consumer goods market, the overall retail industry pattern has undergone major changes. On May 25th, the China Business Federation and the China National Business Information Center jointly released the list of the top 100 retailers in 2016, and analyzed the characteristics and scale of the top 100. According to the analysis, the sales volume of China's top 100 retailers reached 4.82 in 2016. One trillion yuan, an increase of 18.5% year-on-year, and the growth rate dropped by 3.9 percentage points from 2015. Among them, the sales volume of 6 home appliance dealers reached 2.47 trillion yuan, a year-on-year growth rate of 34.2%; 6 “entity + e-commerce” enterprises also achieved a growth rate of 11.2% year-on-year, and the remaining 88 retail retailers in the retail top 100 The growth rate was 4.0%, a slight increase from the previous year.

The full text is as follows:

1. The sales volume of the top 100 retailers in 2016 increased by 18.5% year-on-year.

According to the statistics of China Business Federation and China National Business Information Center, the sales volume of China's top 100 retail enterprises reached 4.82 trillion yuan in 2016, a year-on-year increase of 18.5%, down 3.9 percentage points from the same period of last year, higher than the growth rate of total retail sales of consumer goods. Percentage points.

Second, the growth rate of e-commerce has slowed down noticeably, and the growth rate of physical retail stores has rebounded slightly.

1. E-commerce maintained rapid growth, but growth rate slowed down

The monthly growth rate of online physical goods retail sales in each month since 2016 is significantly higher than the monthly growth rate of total retail sales of consumer goods and the growth rate of retail sales of offline stores.

The top 100 home appliance dealers also maintained rapid growth, but the growth rate dropped significantly. The sales volume of 6 home appliance merchants reached 2.47 trillion yuan, a year-on-year increase of 34.2%. The growth rate was 22.0 percentage points lower than the previous year, accounting for 51.2% of the total sales of the top 100, an increase of 9.5 percentage points over the previous year. 6 The contribution rate of home appliance dealers to the overall sales growth of the top 100 retail enterprises was 83.5%, an increase of 2.8 percentage points over the previous year.

2. Tmall is China's largest B2C retail platform

As the largest B2C retail platform in China, Tmall has a sales volume of 1.42 trillion yuan in 2016, ranking first in the top 100, and sales volume increasing by 24.0% year-on-year. In recent years, Tmall sales growth has declined sharply, and sales growth in 2016 has not increased. 1/3 of 2014;

As the largest retailer in China (self-operated + B2C platform + entity), Jingdong has a sales volume of 939.20 billion in 2016, ranking second in the top 100, and its sales growth rate has reached 54.8% year-on-year, although Jingdong’s sales growth rate has also declined this year. Trend, but still at a higher level in the industry;

As the largest physical retailer in China, Dashang Group achieved sales volume of 235.25 billion yuan in 2016, ranking third in the top 100, and sales volume increased by 17.4% year-on-year. Dashang Group's sales growth rate in recent years has maintained steady and rapid growth, much higher than The average growth rate of physical retailers.

3. “Entity + E-commerce” type enterprises have slowed down slightly

In 2016, the sales volume of six “entity + e-commerce” retail enterprises in the top 100 retail stores was 538.91 billion yuan, an increase of 11.2% over the same period of last year. The growth rate was 4.6 percentage points lower than that of the previous year, accounting for the proportion of the top 100 sales. 11.2%, the contribution rate of 6 companies to the overall sales growth of the top 100 retail enterprises was 7.2%.

4. The growth rate of physical retail enterprises rebounded slightly

In 2016, the sales volume of 88 retail retailers in the top 100 retail stores reached 1.81 trillion yuan, a year-on-year increase of 4.0%, 0.8 percentage points faster than 2015. The sales volume accounted for 37.6% of the top 100 sales, 88 physical stores. The contribution rate of retail enterprises to the overall sales growth of the top 100 retailers was 9.7%.

Third, the market concentration of the top 100 retail markets will be further enhanced

1. The proportion of top 100 sales to total retail sales of consumer goods was the highest since 2006.

In 2016, the sales volume of China's top 100 retailers increased by 18.5% year-on-year, 8.1 percentage points higher than the growth rate of total retail sales of social consumer goods in the same period. The rapid expansion of sales scale made the proportion of sales of top 100 products to total retail sales of social consumer goods further increase. According to the statistics of the China National Business Information Center, the sales volume of the top 100 in 2016 accounted for 14.5% of the total retail sales of consumer goods, an increase of 0.8 percentage points over 2015, the highest proportion since 2006.

2. The top ten sales of the top 100 increased significantly

Among the top 100 retail enterprises in China in 2016, the sales volume of the top 10 enterprises totaled 3,335.24 billion yuan, accounting for 69.2% of the total sales of the top 100, up 3.4 percentage points from 2015. In 2016, the sales volume of the 11th to 60th enterprises accounted for 25.0%, which was 2.9 percentage points lower than that of 2015. The sales volume of the 61st to 100th enterprises accounted for 5.8%, which was 0.5 percentage points lower than that of 2015.

From the comparison of growth rate, the sales volume of the top 10 companies in 2016 increased by 26.6% year-on-year, 8.2 percentage points lower than the same period of the previous year, 8.1 percentage points higher than the overall growth rate of the top 100; the sales volume of the 11th to 60th enterprises increased. The rate was 3.3%, down 1.2 percentage points from the same period of the previous year, and lower than the overall growth rate of the top 100 by 15.2 percentage points. The sales growth rate of the 61st to 100th enterprises was 4.7%, which was 0.5 percentage points higher than the same period of the previous year, which was lower than the overall growth rate of the top 100 by 13.8 percentage points.

Fourth, 64 companies sold over 10 billion, and the top 100 thresholds were 4.51 billion yuan.

1, 6 companies sold over 100 billion, 64 companies sold over 10 billion

In 2016, there were 6 super-large retailers with over 100 billion sales in the top 100 retailers and 64 companies with over 10 billion.

2, 31 cross-regional operating companies

Over 64 billion retail companies, deducting 5 online retail companies, the remaining 59 physical retail companies, 31 cross-regional operating companies, 28 regional operating companies, compared with 2015, cross-regional operations The number of enterprises increased by 3, and the number of operating enterprises in the region decreased by two.

3, retail top 100 entry threshold of 4.51 billion

In 2016, the threshold for the top 100 retailers was 4.51 billion yuan, up 490 million yuan from 2015. The sales of the 100th company was 12.1% higher than the sales of the 100th company in 2015.

5. Specialty stores and shopping malls are growing rapidly, and department stores and supermarkets are growing at a relatively slow pace.

1. Sales of specialty stores and shopping malls grew faster

There are 8 professional-oriented enterprises, with sales volume accounting for 10.2% of the top 100, and year-on-year growth rate of 13.1%. The growth rate is 2.4 percentage points higher than that of 2015. One of them has negative growth; There are 49 main enterprises, the sales volume accounts for 20.8% of the top 100, and the growth rate is 3.3% year-on-year, 0.4 percentage points higher than the previous year. Among them, 20 companies have negative growth; there are 27 supermarket-based enterprises. Sales volume accounted for 16.3% of the top 100, a year-on-year growth rate of 3.7%, 0.5 percentage points slower than the same period of the previous year, of which 6 companies experienced negative growth; 10 shopping mall sales increased 9.2% year-on-year, the scale accounted for 1.5 of the top 100 %; while the sales growth rate of 6 home appliance manufacturers increased by 34.2% year-on-year, and the sales volume accounted for 51.2% of the top 100.

2. The decline in net profit growth rate of listed companies in the top 100 narrowed

In 2016, listed companies also faced a decline in performance. According to the China Business Information Center's annual report on listed companies, in 2016, the median profit margin of 24 listed companies in the top 100 retail enterprises was -13.6%, which was listed in 2015. The median decline of the company narrowed by 8.8 percentage points. There were negative growth in the net profit of 16 listed companies, and the profit decline of some listed companies was fierce.

6. The market share of foreign retail enterprises continues to decline

1. Foreign-funded retail enterprises accounted for the decline in the market share of the top 100

In 2016, there were 19 foreign-invested retail enterprises entering the top 100 (non-e-commerce), an increase of 3 over the previous year, and 19 foreign-invested retail enterprises achieved sales of 435.38 billion yuan, accounting for 9% of the top 100 sales. In 2015, it fell by 0.9 percentage points, and the decline was narrower than the previous year. The sales of 19 foreign-invested retail enterprises increased by 5.9% year-on-year, and the growth rate was 5.7 percentage points faster than that of 2015.

2. Single-store sales of foreign-invested retail enterprises continued to decline

In addition, the sales of single-store retailers in foreign-invested retail enterprises declined significantly. According to the statistics of the China National Business Information Center, the average sales volume of 19 foreign-invested retail enterprises was 64.89 million yuan. Compared with 2015, the average sales of single stores decreased by 8.7%, and the number of stores increased by 16.1%.

3. The number of newly opened stores and the number of closed stores in major foreign-invested retail enterprises decreased

According to data released by major foreign retail giants, the total number of newly opened retail stores in 7 major foreign retail enterprises in 2016 was 72, a decrease of 21 from the previous year and 25 closed stores, a decrease of 13 from the previous year.

In terms of opening stores, in addition to the increase in the number of new stores opened by Metro in 2015, the number of newly opened stores of foreign retail giants such as Wal-Mart, RT-Mart and Carrefour is less than 2015. Among them, Carrefour opened only 6 new stores, a significant decrease of 11 from the previous year. It is the fastest-growing foreign-invested company with the number of newly opened stores.

In terms of customs clearance, the number of closed stores in Wal-Mart and Carrefour in 2016 was lower than that in the previous year. Among them, Carrefour closed 5 stores, a decrease of 13 from the previous year. Combined with the new store opening situation, the adjustment of Carrefour's stores in 2016 significantly slowed down.

Seven, the characteristics and trends of the development of the top 100 retail formats

1. The growth rate of e-commerce has dropped significantly, and cooperation with entities has been strengthened.

According to the National Bureau of Statistics, the national online retail sales in 2016 was 5,155.6 billion yuan, a year-on-year increase of 26.2%, a decrease of 7.1 percentage points from 2015 and a decrease of 23.5 percentage points from 2014.

The sales growth rate of the top 100 e-commerce companies also showed a downward trend. The sales volume of e-commerce companies entering the top 100 retailers in 2016 increased by 34.2% year-on-year. This growth rate was 22.0 percentage points lower than the same period of 2015, which was significantly lower than 75.9 in the same period of 2014. Percentage points. It shows that with the expansion of the online shopping base, the growth rate of online sales has dropped significantly.

In order to comply with the consumption trend of online and offline integration, and to seek greater growth space, e-commerce giants have strengthened cooperation with physical business. For example, Tmall and Intime Commercial Group announced a strategic cooperation to jointly explore the development of online and offline O2O integration; In addition to O2O cooperation with tens of thousands of convenience stores in 15 cities in China, Jingdong is also exploring cooperation with rural appliance stores; Tencent has signed a cooperation agreement with Hunan Youya to establish a “Wei A micro-purchase” WeChat public platform to achieve Mobile online payment, online and offline information sharing, membership card binding and other functions.

2. The growth rate of department store sales is still at a low level, facing a positive transformation

Judging from the growth rate of department store sales, China's department store industry is still at a low level. In 2016, sales of department stores mainly in the top 100 retail stores increased by 3.3% year-on-year, and the growth rate was 0.4 percentage points higher than that in 2015, but still lower than 3.1 percentage points in 2014, down from 7.8 percentage points in 2013.

It can be seen that the department store is still in a difficult stage and faces a positive transformation. In the future, the transformation of the department store industry needs to focus on its own advantages, and some enterprises have already taken the lead in this aspect. For example, the Tianhong Shennan store in Shenzhen has turned into a Rainbow Discovery, to "customize for the post-80s power women." "Fashion" is the goal. In the content combination of shopping malls, through the refined scene design and the theme editing of the theme, the women behind the 80s are locked into the main consumer groups, and the business model has changed from the traditional department store to the small and fine.

3. The shopping center is growing fast, and the problem of commodity sales remains to be solved.

Shopping centers represent a new way of life and are the direction of China's retail industry. According to the data of China National Information Center, in 2016, there were 10 shopping malls among the top 100 retailers, and the sales scale increased by 9.2% year-on-year, which was higher than the overall growth rate of physical retail in the top 100 retailers by 5.2 percentage points.

However, while shopping malls are developing rapidly, they also have some problems. For example, in the course of development, China's shopping malls constantly adjust their business strategies, from selling branded goods to high-end goods, gradually to the experience of eating, drinking and playing. Business transformation. By increasing the number of restaurants, entertainment, children's education and other formats, shopping malls have indeed attracted more passengers than department stores, but this part of the passenger flow is not ideal for the sales of goods. Consumers often do not buy after eating and drinking experience. The reason for the goods is that most shopping centers do not focus on the “experience” on the goods. The fundamental purpose of “experience consumption” is to stimulate consumers' desire to purchase and increase sales of goods. Therefore, how to create an experiential consumption model and a consumption environment is worth exploring.

4. The growth rate of supermarket formats continued to slow down, and traditional supermarkets were upgraded.

Judging from the top 100 retail data, the growth rate of supermarket-based formats has continued to slow down in recent years. In 2016, the sales growth rate of supermarkets was only 3.7%, which was 0.5% lower than that of 2015, which was 1.9 percentage points lower than that of 2014, and 8.5 percentage points lower than that of 2013.

In order to adapt to the transformation of market environment and consumer demand, traditional supermarkets have sought the path of transformation and upgrading. Taking Yonghui as an example, the main feature of Yonghui is that fresh-keeping business accounts for nearly 50% of the total. At present, its supermarket format covers red label stores, green label stores, member stores, preferred stores, super-species, boutiques, etc. Super species is the new format of “Food & Beverage + Supermarket” launched by Yonghui Supermarket in 2017. The store is home to the squid workshop, wheat workshop, box cattle workshop, Bolong workshop, 咏悦汇, living kitchen, healthy living. There are eight species in the organic pavilion and the flowering and flowering gallery.