把脉中国零售的律动

© 2022 Nielsen Consumer LLC. All Rights Reserved.© 2021 Nielsen Consumer LLC. All Rights Reserved.131%93%111%Offline22© 2022 Nielsen Consumer LLC. All Rights Reserved.© 2022 Nielsen Consumer LLC. All Rights Reserved.© 2022 Nielsen Consumer LLC. All Rights Reserved.4••••••© 2021 NielsenIQ Consumer LLC. All Rights Reserved.5© 2022 Nielsen Consumer LLC. All Rights Reserved.© 2022 Nielsen Consumer LLC. All Rights Reserved.© 2021 Nielsen Consumer LLC. All Rights Reserved.© 2021 Nielsen Consumer LLC. All Rights Reserved.低线城市高线城市低线城市高线城市19.30%12.20%高线城市低线城市18.20%25.80%高线城市低线城市© 2022 Nielsen Consumer LLC. All Rights Reserved.© 2021 Nielsen Consumer LLC. All Rights Reserved.© 2021 Nielsen Consumer LLC. All Rights Reserved.E-POS 更广泛的应用✓设备升级✓品类丰富度提升✓供应链赋能✓© 2022 Nielsen Consumer LLC. All Rights Reserved.© 2021 Nielsen Consumer LLC. All Rights Reserved.© 2021 Nielsen Consumer LLC. All Rights Reserved.© 2022 Nielsen Consumer LLC. All Rights Reserved.© 2021 Nielsen Consumer LLC. All Rights Reserved.© 2021 Nielsen Consumer LLC. All Rights Reserved.© 2022 Nielsen Consumer LLC. All Rights Reserved.© 2021 Nielsen Consumer LLC. All Rights Reserved.1111连锁现代通路店铺非连锁小型超市大型食杂店现代化转型中的非连锁店铺连锁型现代通路店铺••••••••© 2021 Nielsen Consumer LLC. All Rights Reserved.© 2021 Nielsen Consumer LLC. All Rights Reserved.2009IQ31984IQ2013IQ 2010IQ 2020IQ 2022IQ © 2022 Nielsen Consumer LLC. All Rights Reserved.© 2022 Nielsen Consumer LLC. All Rights Reserved.About NielsenIQArthur C. Nielsen, who founded Nielsen in 1923, is the original name in consumer intelligence. After decades of helping companies look to the future, we are setting the foundation for our future by becoming NielsenIQ. We continue to be the undisputed industry leaders as evidenced by our experience and unmatched integrity. As we move forward, we are focused on providing the best retail and consumer data platform, enabling better innovation, faster delivery, and bolder decision-making. We are unwavering in our commitment to these ideals and passionate about helping clients achieve success. For more information, visit: niq.comFor more insights:nielseniq.cn/global/zh/insights/inquiry.china@smb.nielseniq.comnielseniq.cn/global/zh/© 2022 Nielsen Consumer LLC. All Rights Reserved.CHINA RETAIL HEARTBEATLeading FMCG channel landscape evolution to capture future growth in the next decadesWave 1NielsenIQ ChinaAugust 2022 © 2021 Nielsen Consumer LLC. All Rights Reserved.Social/Content Ecom : Tiktok, Kuaishou, Dewu, XHS； O2O New Retail: Meituan, ELM, JDDJ, HEMA, OthersWechat miniprogram : mainly brand/retailer owned80%90%100%110%120%130%140%150%OfflineOffline Channel Recovery IndexO2O (Growth)15Retail landscape recovery with diversifiedchannels booming in the new pandemic waveData Source: NielsenIQ Ecom Discovery, NielsenIQ RMSSocial / Content EC2%O2O/New Retail1-2%China FMCG Retail LandscapeOffline Retail Sales60%General EC29%Wechat Mini program7%Offline Channel Importance2019.12022.715Traditional TradeModern TradeIndex: MOM sales / s