家樂福全球情況和SWOT分析英文(共59頁).ppt

1、e-intelligence on global retailinge-intelligence on global retailingTable of Contents2| Source: M+M Planet RetailOverviewBackgroundOperationsSales By FormatCarrefour By CountrySales Breakdown By Region, 2002Sales Breakdown By Country, 2002Latest Major DevelopmentsCarrefour In ContextLeading Global R

2、etailers Spread, 2002Analysis By CountryProspects And StrategySWOT Analysise-intelligence on global retailingOverview3| Source: M+M Planet RetailMain address: Carrefour S.A., BP 419-16, 75769 Paris Cdex 16 Avenue Raymond Poincar, Paris 75116, FranceTel: +33 1 53 70 19 00 Fax: +33 1 53 70 86 16 Websi

3、te: Carrefour is the worlds second largest retailer in terms of sales.Truly global player with operations in over 30 countries.Major formats are hypermarkets, supermarkets and discount stores.Well known for entering and adapting to emerging markets.Group turnover (2002): EUR85.6 billionTotal number

4、of stores (including franchises): 10,673 e-intelligence on global retailingBackground4| Source: M+M Planet RetailCarrefour SA was first listed on the French stock market in 1970. First opening stores in France during the 1960s, Carrefour went on to open the first hypermarkets in France and Europe.Fi

5、rst started expanding into the rest of Europe in the early 1970s and 1970s. At the same time the ED discount format was introduced.The Carrefour own-label was introduced in 1985.The first non-European store was opened in Brazil in 1975. Carrefours first Asian store opened in Taiwan in 1989. Carrefou

6、r announced its intention to merge with Promods at the end of August 1999 with the merger approved in January 2000. The Carrefour name was retained with the majority of Promods stores rebranded. The merger pushes Carrefour to second place in global retailing. e-intelligence on global retailingOperat

7、ions5| Source: M+M Planet RetailCarrefour operates a diverse portfolio of formats, including hypermarkets, supermarkets, discount stores, cash & carries, c-stores and a number of neighbourhood store formats for independent retailers. Pioneer of hypermarket format. All hypermarkets trade under the Ca

8、rrefour banner worldwide. With the opportunities for hypermarket openings in developed markets slowing, Carrefours strategy is to use the format to establish itself in emerging markets around the world. Supermarkets trade under a variety of fascias, although Champion is the most important.Discount s

9、tores are operated by Dia. Dia is now seen as a key brand for Carrefours future growth. Given the success of the Dia format with its high profitability levels, it is not surprising that Carrefour is placing more emphasis on the discount banner in order to grow internationally especially in South Ame

10、rica and Asia. The strategy is to establish all these major formats (hypermarkets, supermarkets and discount stores) in all countries.e-intelligence on global retailingSales By Format, 2002 6| Source: M+M Planet RetailHypermarkets58%Supermarkets23%Independent Retailers1%Foodservice1%Franchised Store

11、s2%Convenience Stores5%Cash & Carries2%Supermarkets & Neighbourhood Stores2%Discount Stores6%e-intelligence on global retailing BelgiumFormats: Hypermarkets, supermarkets, c-storesNo. of stores: 4842002 retail sales: 5.3 billion Czech RepublicFormats: HypermarketsNo. of stores: 82002 retail sales: 0

12、.3 billion PortugalFormats: Hypermarkets, discount storesNo. of stores: 3462002 retail sales: 0.9 billion RomaniaFormats: HypermarketsNo. of stores: 12002 retail sales: 0.1 billion SlovakiaFormats: HypermarketsNo. of stores: 42002 retail sales: 0.1 billion SpainFormat:Hypermarkets, supermarkets, dis

13、count stores, cash & carriesNo. of stores: 2,8022002 retail sales: 11.7 billion SwitzerlandFormats: HypermarketsNo. of stores: 112002 retail sales: 0.6 billion FranceFormats: Hypermarkets, supermarkets, discount stores, c-stores, cash & carries, independent retailers, forecourt storesNo. of stores:

14、4,5302002 retail sales: 45.2 billion GreeceFormats: Hypermarkets, supermarkets, discount storesNo. of stores: 4142002 retail sales: 1.4 billion ItalyFormats: Hypermarkets, supermarkets, c-stores, cash & carriesNo. of stores: 9462002 retail sales: 6.3 billion PolandFormats: Hypermarkets, supermarkets

15、No. of stores: 762002 retail sales: 0.8 billionCarrefour by Country: Asia Pacific7| Source: M+M Planet Retaile-intelligence on global retailing ArgentinaFormats:Discount stores, hypermarkets, supermarketsNo. of stores: 4512002 retail sales: 1.5 billion BrazilFormats: Hypermarkets, supermarkets, c-st

16、oresNo. of stores: 2672002 retail sales: 3.7 billion ChileFormats: HypermarketsNo. of stores: 42002 retail sales: 0.1 billionColombiaFormats: HypermarketsNo. of stores: 82002 retail sales: 0.2 billion Dominican RepublicFormats: HypermarketsNo. of stores: 12002 retail sales: 0.1 billion MexicoFormats

17、: HypermarketsNo. of stores: 212002 retail sales: 0.8 billionCarrefour by Country: South America8| Source: M+M Planet Retaile-intelligence on global retailing ChinaFormats: Discount stores, hypermarketsNo. of stores: 622002 retail sales: 1.5 billion IndonesiaFormats: HypermarketsNo. of stores: 92002

18、 retail sales: 0.2 billionJapanFormats: HypermarketsNo. of stores: 42002 retail sales: 0.2 billion MalaysiaFormats: HypermarketsNo. of stores: 62002 retail sales: 0.3 billion SingaporeFormats: HypermarketsNo. of stores: 12002 retail sales: 0.1 billion South KoreaFormats: HypermarketsNo. of stores: 2

19、52002 retail sales: 1.3 billion TaiwanFormats: HypermarketsNo. of stores: 282002 retail sales: 1.4 billionCarrefour by Country: Asia Pacific9| Source: M+M Planet Retaile-intelligence on global retailing EgyptFormats: HypermarketsNo. of stores: 12002 retail sales: naOmanFormats: HypermarketsNo. of st

20、ores: 12002 retail sales: 0.1 billion QatarFormats: HypermarketsNo. of stores: 12002 retail sales: 0.1 billion TunisiaFormats: HypermarketsNo. of stores: 12002 retail sales: 0.04 billion TurkeyFormats:Hypermarkets, supermarkets, discount storesNo. of stores: 1342002 retail sales: 4.4 billion UAEForm

21、ats: Hypermarkets No. of stores: 82002 retail sales: 0.5 billionCarrefour by Country: Africa & Middle East10 | Source: M+M Planet Retaile-intelligence on global retailingCarrefour - Sales Breakdown By Region, 2002 11| Source: M+M Planet RetailEurope84%Asia7%South America8%Middle East1%e-intelligence

22、 on global retailingCarrefour - Sales Breakdown By Country, 2002 12 | Source: M+M Planet RetailFrance52%Italy7%Greece2%Spain13%Switzerland1%Taiwan2%Smallest fifteen countries4%Argentina2%Brazil4%China2%Belgium6%Poland1%Mexico1%South Korea2%Portugal1%e-intelligence on global retailingLatest Major Dev

23、elopments (1/2)13 | Source: M+M Planet RetailJanuary 2003 - Carrefour has reported a slip in gross sales for 2002 of 1.6% to EUR76.78 billion. Although currency effects in emerging markets (devaluations in Brazil and Argentina and weaker Asian currencies) knocked sales growth back, on a constant cur

24、rency basis sales rose by 4.5%.January 2003 Unconfirmed reports suggest Carrefour is to enter Bulgaria. This follows on from reports throughout 2002 that the group is planning entry into Russia and the Philippines.December 2002 - Opening of the first Carrefour hypermarket in Egypt by the Majid Al Fu

25、ttaim group which holds the Carrefour franchise for countries in the Middle East. December 2002 Carrefour acquires the 20.3% stake not already owned in its Spanish subsidiary, Centros Comerciales Carrefour.e-intelligence on global retailingLatest Major Developments (2/2)August 2002 CEO Daniel Bernar

26、d stresses that Carrefour is now coming to the end of the three year process of merging with Promods stating The synergies from that are in place, but there are still more to come, particularly in logistics. Thats a five to six year process.May 2002 - Carrefour acquires 12 outlets from the failed Me

27、tro supermarket chain in Argentina. February 2002 Carrefour confirms that it does indeed plan to open discount stores in China under the Dia banner as previously rumoured. The first opening is scheduled for Shanghai in 2003. Although it is too early to say how many Dia stores the company will open i

28、n China, Carrefour believes that the potential market is enormous. 14 | Source: M+M Planet Retaile-intelligence on global retailingCarrefour In Context15 | Source: M+M Planet RetailWal-Mart EUR255.1 billion.Carrefour EUR87.2 billion.Ahold EUR75.4 billion.Kroger EUR58.9 billion.Ito-Yokado EUR57.7 bil

29、lion.Metro Group EUR56.1 billion.Target EUR46.9 billion.Albertsons EUR44.6 billion.Kmart EUR42.5 billion.Tesco EUR41.3 billion. Leading global grocery/GM retailers in terms of sales, 2002:e-intelligence on global retailingCarrefour In Context16 | Source: M+M Planet RetailCarrefour 31 countries.Ahold

30、 26 countries.- Metro Group 26 countries.4.Ito-Yokado 13 countries.-Tesco 13 countries. Wal-Mart 11 countries.Kroger 1 country.-Target 1 country.-Albertsons 1 country-Kmart 1 country.Leading global grocery/GM retailers in terms of countries of operation, 2002:e-intelligence on global retailingCarref

31、our In Context17 | Source: M+M Planet Retail Ito-Yokado 23,772 stores (5,562,448m2).Carrefour 10,673 stores (12,071,981m2).Ahold 9,276 stores (9,766,550m2).Wal-Mart 5,080 stores (49,632,668m2).Kroger 3,668 stores (11,659,343m2).Metro Group 2,393 stores (11,125,900m2).Albertsons 2,285 stores (9,099,8

32、90m2).Tesco 2,276 stores (4,284,561m2).Kmart 1,620 stores (12,524,500m2).1.Target 1,476 stores (15,758,730m2).Leading global grocery/GM retailers in terms of number of stores, 2002:e-intelligence on global retailingLeading Global Retailers Spread, 200218 | Source: M+M Planet RetailCountryArgentinaAu

33、striaBelgiumBulgariaBrazilCanadaChileChinaColombiaCosta RicaCroatiaCzech RepDenmarkDominican RepublicEcuadorEgyptEl SalvadorEstoniaFranceGermanyCarrefour45148426746288114,530Wal-Mart11222012595Ahold2451427896209211216Tesco171Metro412381811041171,791continued next pageNumber of stores by countrye-int

34、elligence on global retailingLeading Global Retailers Spread, 200219 | Source: M+M Planet RetailCountryGreeceGuatemalaHondurasHungaryIndonesiaItalyJapanLatviaLithuaniaLuxembourgMalaysiaMexicoMoroccoNetherlandsNicaraguaNorwayOmanParaguayPeruPhilippinesCarrefour414994646211Wal-Mart405595Ahold982721333

35、8412,280201,1731239Tesco523Metrontinued next pageNumber of stores by countrye-intelligence on global retailingLeading Global Retailers Global Spread, 200220 | Source: M+M Planet RetailCountryPuerto RicoPolandPortugalQatarRepublic of IrelandRomaniaRussiaSingaporeSlovakiaSouth KoreaSpainS

36、wedenSwitzerlandTaiwanThailandTunisiaTurkeyUAEUKUSAVietnamCarrefour763461114252,80211281711348Wal-Mart54122593,401Ahold179126942,127511,628Tesco777717203491,975Metro81101666361523292Number of stores by countrye-intelligence on global retailinge-intelligence on global retailingAnalysis By Country: Be

37、lgium 22 | Source: M+M Planet RetailCarrefours status:LeaderMain competitors(s):Delhaize, Colruyt, CoraStrengthsMarket leader.Operations span a wide variety of formats/fascias.Hypermarkets performing well in non-food ranges. OpportunitiesDiscount store development.More forecourt stores.1.Greater syn

38、ergies between different supermarket chains. WeaknessesUnprofitable since acquisition.Conversion of hypermarkets to Carrefour banner has alienated some shoppers. Labour relations have been problematic. ThreatsColruyt set to add space through Laurus deal.e-intelligence on global retailingAnalysis By

39、Country: Czech Republic 23 | Source: M+M Planet RetailCarrefours status:Number 8 Main competitors(s):Ahold, Schwarz, ReweStrengthsCredible economy ranges.Adaptable hypermarket format.Local buying infrastructure.Impressive food and non-food offer. OpportunitiesBegin to catch up in discount store term

40、s.More smaller format hypermarkets.1.Possible withdrawals by foreign players could provide acquisition opportunity. WeaknessesLagging rival operators by a large margin.Perceived as too upmarket by many shoppers. Has watched as other players have started opening discount units. ThreatsFaced by strong

41、 competition from impressive international rivals.1.Could risk being seen as leisure/tourist destination rather than a shopping venue.e-intelligence on global retailingAnalysis By Country: France 24 | Source: M+M Planet RetailCarrefours status:Leader Main competitors(s):Leclerc, ITM, Auchan Strength

42、sOverwhelming leader.Immense brand awareness and trust.Multi-format presence in all areas of country.Extensive private label lines. OpportunitiesDevelopment of clothing supply chain and ranges.Supermarket and discount store openings.1.Growth of c-store/forecourt store business. WeaknessesLost sight

43、of quality in recent price-led skirmishes with rivals.Lost market share to Leclerc.Disappointing E-commerce. Promods integration has not been seamless. ThreatsHeavy price competition especially from German discounters.Not much scope for acquisitions.Planning laws are restrictive.Rivals joining force

44、s.1.Wal-Mart evaluating entry into France. e-intelligence on global retailingAnalysis By Country: Greece 25 | Source: M+M Planet RetailCarrefours status:Leader Main competitors(s):Delhaize, Sklavenitis, Veropoulos StrengthsNumber one in the market.Joint venture and joint branding mean the stores hav

45、e a “l(fā)ocal” appeal.Active in hypers, supers and discount stores.Franchise deals mean low cost and low risk. OpportunitiesDevelopment of clothing supply chain and ranges.Still potential for many more stores.1.Fairly relaxed competition laws could enable sizeable acquisitions. WeaknessesLower share of

46、 locally sourced goods than in other markets.Some critics suggest that rebranding of certain operations has been rushed and confusing. Threats1.Smaller rivals such as Delhaize and Atlantic are fighting hard for market share. e-intelligence on global retailingAnalysis By Country: Italy 26 | Source: M

47、+M Planet RetailCarrefours status:Number 3 Main competitors(s):Coop Italia, Conad, Auchan StrengthsReasonable hypermarket and supermarket presence.Effectively ditched frozen food chain.Own-brands and non-food ranges compare well to larger domestic rivals. OpportunitiesAcquisitions.Could introduce Di

48、a in the longer term.Convenience format is ripe for expansion.1.Growth into underdeveloped South. WeaknessesStores appear quite clinical alongside their Italian counterparts.Over-concentration in North-East. ThreatsConad and Cop Italia are strong rivals with impressive multi-format operations.Auchan

49、 is poised for sustained growth in Italy.1.Store openings are beset with red tape. e-intelligence on global retailingAnalysis By Country: Poland 27 | Source: M+M Planet RetailCarrefours status:Number 5Main competitors(s):Auchan, Jernimo Martins, Casino StrengthsDecent network hypermarkets and superm

50、arkets.Has been enjoying encouraging comparable sales growth.OpportunitiesAmbitious growth targets.Discount stores could be launched.Shift away from price-led to quality-led competition?1.Introduction of own-brands. WeaknessesLack of private label offer.Has been slow to convert the Globi stores inhe

51、rited from GIB.Sat back as Tesco picked up Hit. ThreatsUp against some of Europes finest grocers.Viable hypermarket locations are increasingly thin on the ground.1.Growing competition in non-food areas from specialist chains. e-intelligence on global retailingAnalysis By Country: Portugal 28 | Sourc

52、e: M+M Planet RetailCarrefours status:Number 3Main competitors(s):Modelo Continente, Jernimo Martins, Auchan StrengthsStrong dual presence through hypers and discount stores.Discount stores have been performing very well.Own brands selling well in food and non-food. Opportunities1.Mainstream superma

53、rkets could be unveiled. WeaknessesHypermarket openings have been slower than hoped.Strategy has occasional appeared fuzzy in Portugal. Conflict with Modelo Continente.ThreatsOngoing arguments with Modelo Continente appear to be a counterproductive distraction.1.Lidl wants to challenge in discountin

54、g. e-intelligence on global retailingAnalysis By Country: Romania 29 | Source: M+M Planet RetailCarrefours status:Number 3Main competitors(s):Rewe, Delhaize, Cora StrengthsFirst mover status among West European hypermarket operators.Has used a low-risk franchised route to market. Comprehensive array

55、 of Romanian produce. OpportunitiesCould expand into other formats.1.Further links with local suppliers. WeaknessesHas lagged other players in terms of discount store opening. ThreatsIncreasing competition for what still amounts to a small market.1.Unclear if Romanian consumer economy will support m

56、any more hypermarkets. e-intelligence on global retailingAnalysis By Country: Slovakia 30 | Source: M+M Planet RetailCarrefours status:Number 5Main competitors(s):Tesco, Rewe, Prima Zdrodj StrengthsThe Carrefour hypermarket format is an impressive and popular one in Slovakia.Decent private label off

57、ering. OpportunitiesOpening of more hypermarkets.1.Diversification into discounting lack of strong competition in this sub-sector of the market. WeaknessesStalled on four stores for a couple of years. Tesco appears to be building an unassailable lead. ThreatsOvertaken by more players as growth plans

58、 falter.1.Carrefour stores could be of interest to a more aggressive predator. e-intelligence on global retailingAnalysis By Country: Spain 31 | Source: M+M Planet RetailCarrefours status:LeaderMain competitors(s):Eroski, Mercadona, ECI StrengthsDominant market leader.Credible own-brand strategy and

59、 performance. Vast discount store network. OpportunitiesMore new stores across all banners.1.Potential for small regional acquisitions. WeaknessesPoor e-commerce performance. Transformation from Continente to Carrefour lacked finesse and sensitivity towards Continente shoppers.Champion less impressi

60、ve than Carrefour and Dia. El Corte Ingls still leads the way in fresh food merchandising. ThreatsAldi, Lidl and Tengelmann are chasing discount market share. 1.Spanish food retailers are not pushovers the likes of Caprabo, Eroski and Mercadona are fighting back. e-intelligence on global retailingAn