麦肯锡&Euro Commerce：2024年欧洲零售业状况：非食品零售业的转型与变革研究报告（英文版）（80页）.pdf

1、State of Retail 2024Europe:Transition and transformation in nongrocery retail Getty ImagesContentsForeword 4The state of nongrocery retail 8Six value themes for nongrocery retailers 22Implications and priorities for nongrocery retail sectors 40Lessons from leaders 44Acknowledgments 75Contacts 77 Get

2、ty Images3State of Retail 2024Europe:Transition and transformation in nongrocery retailIn the past four years,the nongrocery retail sector has had to navigate a volatile macroeco-nomic environment,face supply chain disruptions,and adapt to changing consumer spending.Currently,growth rates seem to ha

3、ve stabilized just below those of the pre-COVID-19 era,but we still observe many differences in the pace of recovery across categories and European countries.While some categories have not recovered,others have benefited from pockets of growth.For example,growth in pet care is above 2019 levels in a

4、ll markets,a pace that should continue,and beauty and personal care are projected to grow up to 2 percent annually in the coming years.Several elements indicate the next five years will be equally challenging for nongrocery retail-ers.Economic uncertainty has led European households to remain cautio

5、us with their discre-tionary spending,while structural trends,such as an emphasis on omnichannel journeys,are reshaping the sectors competitive landscape.In addition,the rise of discounters has spurred a race to the bottom on prices and quality,compelling retailers to offer a distinctive value propo

6、si-tion beyond these factors and overcome the“good enough”syndrome.Other developments and trends will complicate the path forward.Continued shocks to the supply chain and labor markets could compel retailers to be much more agile and explore strategies such as more vertical integration and the incor