Retail in China

TABLE OF CONTENTS

List Of Contents And Tables

Executive Summary

Aldi Elevates Value Perception with Gourmet Private Label Launch

Key Data Insights

Key Industry Trends

CHART 1 Key Industry Trends for Retail

Industry Performance

CHART 2 Aldi Introduces Gourmet Series: the Evolution of Discounters From Price to Value

Bailian Group Transforms Department Store into Youth Lifestyle Hub

CHART 3 Bailian Group Launches Zx Zaoquchang as a Premier Acg Lifestyle Destination

Pop-Up Events and Curated Fairs Revitalise Informal Selling

CHART 4 Value Sales 2020-2030

What's Next?

Retail E-Commerce Outpaces All Channels as Instant Retail Expands

CHART 5 Jd.Com'S Entry into Food Delivery Reshapes China'S Instant Retail (O2o) Landscape

Ai-Powered Personalisation and Experiential Spaces Transform Offline Engagement

Cautious Spending and Evolving Values Drive New Strategies for Growth

CHART 6 Forecast Value Sales 2020-2030

CHART 7 Forecast Value Sales by Category 2025-2030

Competitive Landscape

Bytedance and Jd.Com Accelerate Share Gains as Alibaba Pivots to Instant Retail

CHART 8 Competitive Landscape for Retail

Alibaba'S Divestments and Instant Delivery Reshape Competitive Strategies

CHART 9 Instant Tax Refund Boosts Foreign Shopper Spending in China

CHART 10 Company Shares 2025

CHART 11 Brand Shares 2025

Operating Environment

Informal Retail

Opening Hours for Physical Retail

• Summary 1 Standard Opening Hours by Channel Type 2025

Seasonality

Economic Context

CHART 12 Economic Context for Retail

CHART 13 Real Gdp Growth 2020-2030

CHART 14 Inflation 2020-2030

Consumer Context

CHART 15 Consumer Context for Retail

CHART 16 Population 2020-2030

CHART 17 Population by Generation 2025

Country Reports Disclaimer

CONVENIENCE RETAILERS IN CHINA

• Key Data Insights
• 2025 Developments
• Convenience Stores Displays Resilience
• Key Industry Trends
• CHART 18 Key Industry Trends for Convenience Retailers
• Industry Performance
• Shizu Leverages Social Content to Drive In-Store and Online Engagement
• Easy Joy Deepens Instant Retail Partnerships for 15-Minute Delivery
• CHART 19 Easy Joy Expands Instant Retailing Business
• CHART 20 Value Sales 2020-2030
• CHART 21 Value Sales by Category 2025
• What's Next?
• Easy Joy and Meiyijia Leverage Dense Store Networks to Outpace Rivals
• CHART 22 What's Next? for Convenience Retailers
• O2o Retailing and Ai Integration Redefine Convenience and Cost Efficiency
• CHART 23 Forecast Value Sales 2020-2030
• CHART 24 Forecast Value Sales by Category 2025-2030

Competitive Landscape

• Meiyijia Expands Regional Network as Easy Joy Pivots to Private Label
• CHART 25 Meiyijia Expands Store Network
• CHART 26 Company Shares 2025
• CHART 27 Brand Shares 2025
• Economic Context
• CHART 28 Economic Context for Convenience Retailers
• CHART 29 Real Gdp Growth 2020-2030
• CHART 30 Inflation 2020-2030
• Consumer Context
• CHART 31 Consumer Context for Convenience Retailers
• CHART 32 Population 2020-2030
• CHART 33 Population by Generation 2025
• Country Reports Disclaimer

DISCOUNTERS IN CHINA

• Key Data Insights
• 2025 Developments
• Freshippo and Aldi Accelerate Expansion to Capture Value-Seeking Households
• Key Industry Trends
• CHART 34 Key Industry Trends for Discounters
• Industry Performance
• Aldi Elevates Private Label to Drive Loyalty and Premiumisation
• CHART 35 Aldi Introduces Gourmet Series: the Evolution of Discounters From Price to Value
• CHART 36 Value Sales 2020-2030
• What's Next?
• Aldi and Hotmaxx Drive Value-Focused Expansion beyond Major Cities
• CHART 37 Freshippo Neighbour Business Reshapes Discounters for Nearby Community
• Private Label Innovation Elevates Consumer Trust and Loyalty
• CHART 38 Forecast Value Sales 2020-2030

Competitive Landscape

• Aldi Expands Reach and Private Label to Capture Share From Hotmaxx
• CHART 39 Competitive Landscape for Discounters
• CHART 40 Company Shares 2025
• CHART 41 Brand Shares 2025
• Economic Context
• CHART 42 Economic Context for Discounters
• CHART 43 Real Gdp Growth 2020-2030
• CHART 44 Inflation 2020-2030
• Consumer Context
• CHART 45 Consumer Context for Discounters
• CHART 46 Population 2020-2030
• CHART 47 Population by Generation 2025
• Country Reports Disclaimer

HYPERMARKETS IN CHINA

• Key Data Insights
• 2025 Developments
• Wal-Mart'S Focus on Healthy Value Products Drives Loyalty
• Key Industry Trends
• CHART 48 Key Industry Trends for Hypermarkets
• Industry Performance
• Pupu Supermarket'S Offline Move Redefines Convenience and Loyalty
• CHART 49 Facing Expanding Instant Retail Landscape, Pupu Supermarket Goes Physical
• CHART 50 Value Sales 2020-2030
• What's Next?
• Sun Art Retail Expands Fulfilment Centres to Address Shifting Consumer Needs
• CHART 51 What's Next? for Hypermarkets
• Private Label Expansion Intensifies Competition as Retailers Prioritise Supply Chain Strength
• CHART 52 Forecast Value Sales 2020-2030

Competitive Landscape

• Sun?Art Retail Boosts Leadership with Targeted Store Transformation
• Alibaba Exit and Store Upgrades Reshape Competitive Opportunities
• CHART 53 Wal-Mart Upgrades Its Private Label Offer, Focusing on Health and Value for Money
• CHART 54 Company Shares 2025
• CHART 55 Brand Shares 2025
• Economic Context
• CHART 56 Economic Context for Hypermarkets
• CHART 57 Real Gdp Growth 2020-2030
• CHART 58 Inflation 2020-2030
• Consumer Context
• CHART 59 Consumer Context for Hypermarkets
• CHART 60 Population 2020-2030
• CHART 61 Population by Generation 2025
• Country Reports Disclaimer

SUPERMARKETS IN CHINA

• Key Data Insights
• 2025 Developments
• Rt Super Leverages Private Label and Low Prices to Boost Value Growth
• Key Industry Trends
• CHART 62 Key Industry Trends for Supermarkets
• Industry Performance
• CHART 63 Rt Super Meets Value Trend with 1+1 Private Labels and Everyday Low Prices
• CHART 64 Value Sales 2020-2030
• What's Next?
• Wumart Introduces Value Format to Address Cautious Spending and Unlock Growth
• CHART 65 What's Next? for Supermarkets
• Meituan and Jd Now Partnerships Shift Supermarkets Towards Omnichannel Convenience
• Lianhua and Wumart Respond to Value-Seeking Behaviour with Private Label Expansion
• CHART 66 Forecast Value Sales 2020-2030

Competitive Landscape

• Lianhua Supermarket Holdings Co Ltd Leverages Neighbourhood Integration While Freshippo Expands Reach
• CHART 67 Lianhua Implements 15-Minute Convenience Living Circle Strategy
• CHART 68 Company Shares 2025
• CHART 69 Brand Shares 2025
• Economic Context
• CHART 70 Economic Context for Supermarkets
• CHART 71 Real Gdp Growth 2020-2030
• CHART 72 Inflation 2020-2030
• Consumer Context
• CHART 73 Consumer Context for Supermarkets
• CHART 74 Population 2020-2030
• CHART 75 Population by Generation 2025
• Country Reports Disclaimer

SMALL LOCAL GROCERS IN CHINA

• Key Data Insights
• 2025 Developments
• Wet Markets Introduce Smart Features to Retain Footfall
• Industry Performance
• Prepared Foods and Dining Zones Boost Consumer Engagement
• CHART 76 Value Sales 2020-2030
• What's Next?
• Wet Markets Upgrade Services as Shoppers Demand Convenience
• CHART 77 What's Next? for Small Local Grocers
• Community Trust and Digital Upgrades Sustain Rural Store Resilience
• CHART 78 Forecast Value Sales 2020-2030

Competitive Landscape

• Lack of Consolidation Signals Ongoing Fragmentation and Limited Change
• CHART 79 Company Shares 2025
• CHART 80 Brand Shares 2025
• Economic Context
• CHART 81 Economic Context for Small Local Grocers
• CHART 82 Real Gdp Growth 2020-2030
• CHART 83 Inflation 2020-2030
• Consumer Context
• CHART 84 Consumer Context for Small Local Grocers
• CHART 85 Population 2020-2030
• CHART 86 Population by Generation 2025
• Country Reports Disclaimer

GENERAL MERCHANDISE STORES IN CHINA

• Key Data Insights
• 2025 Developments
• Miniso and Kkv Drive Value-Led Expansion as Growth Stalls
• Key Industry Trends
• CHART 87 Key Industry Trends for General Merchandise Stores
• Industry Performance
• Bailian Group Reimagines Retail Space to Capture Youth Demand
• New World Daimaru Department Store Pioneers Instant Tax Refunds to Convert Tourists into Shoppers
• CHART 88 New World Daimaru Department Store Pioneers Self-Service Tax Refund Kiosks in Shanghai
• CHART 89 Value Sales by Category 2025
• What's Next?
• Variety Stores Accelerates Expansion as Department Stores Plateau
• CHART 90 What's Next? for General Merchandise Stores
• Retailers Embrace Fandom and Experience to Drive Loyalty and Footfall
• CHART 91 Forecast Value Sales 2020-2030
• CHART 92 Forecast Value Sales by Category 2025-2030

Competitive Landscape

• Skp and Miniso Accelerate Growth as Others Lose Ground
• CHART 93 Bailian Group Launches Zx Zaoquchang as a Premier Acg Lifestyle Destination
• CHART 94 Company Shares 2025
• CHART 95 Brand Shares 2025
• Economic Context
• CHART 96 Economic Context for General Merchandise Stores
• CHART 97 Real Gdp Growth 2020-2030
• CHART 98 Inflation 2020-2030
• Consumer Context
• CHART 99 Consumer Context for General Merchandise Stores
• CHART 100 Population 2020-2030
• CHART 101 Population by Generation 2025
• Country Reports Disclaimer

APPAREL AND FOOTWEAR SPECIALISTS IN CHINA

• Key Data Insights
• 2025 Developments
• Heilan Home Leverages Instant Delivery to Redefine Retail Speed
• Key Industry Trends
• CHART 102 Key Industry Trends for Apparel and Footwear Specialists
• Industry Performance
• CHART 103 Heilan Home Integrates over 5,000 Stores into Jd Instant Delivery Network
• Sasseur and Florentia Village Drive Outlet Success with Value Focus
• CHART 104 Value Sales 2020-2030
• What's Next?
• Domestic Brands Boost Agility as Digital Strategies Reshape Competition
• CHART 105 What's Next? for Apparel and Footwear Specialists
• Flagship Stores and Collaborations Redefine Fast-Fashion Resilience
• CHART 106 Forecast Value Sales 2020-2030

Competitive Landscape

• Bosideng Captures Growth as Fast-Fashion Brands Lose Relevance
• CHART 107 Bosideng Pivots Towards Premium, Fashion-Forward Offer
• CHART 108 Company Shares 2025
• CHART 109 Brand Shares 2025
• Economic Context
• CHART 110 Economic Context for Apparel and Footwear Specialists
• CHART 111 Real Gdp Growth 2020-2030
• CHART 112 Inflation 2020-2030
• Consumer Context
• CHART 113 Consumer Context for Apparel and Footwear Specialists
• CHART 114 Population 2020-2030
• CHART 115 Population by Generation 2025
• Country Reports Disclaimer

APPLIANCES AND ELECTRONICS SPECIALISTS IN CHINA

• Key Data Insights
• 2025 Developments
• Five Star Accelerates Replacement Demand with Trade-In Subsidies
• Key Industry Trends
• CHART 116 Key Industry Trends for Appliances and Electronics Specialists
• Industry Performance
• Suning Integrates Instant Retail to Capture On-Demand Shoppers
• CHART 117 Suning Expands Appliances and Electronics into Instant Retail on Meituan and Ele.Me
• CHART 118 Value Sales 2020-2030
• What's Next?
• Energy-Efficient and Smart Appliances Drive Premium Upgrades
• CHART 119 What's Next? for Appliances and Electronics Specialists
• Trade-In Policies and Store Experience Shape Future Sales Windows
• CHART 120 Forecast Value Sales 2020-2030

Competitive Landscape

• Five Star Extends Lead as Rivals Chase Omnichannel Innovation
• CHART 121 Five Star Leverages Trade-In Subsidies to Drive Growth in Kunming
• CHART 122 Company Shares 2025
• CHART 123 Brand Shares 2025
• Economic Context
• CHART 124 Economic Context for Appliances and Electronics Specialists
• CHART 125 Real Gdp Growth 2020-2030
• CHART 126 Inflation 2020-2030
• Consumer Context
• CHART 127 Consumer Context for Appliances and Electronics Specialists
• CHART 128 Population 2020-2030
• CHART 129 Population by Generation 2025
• Country Reports Disclaimer

HEALTH AND BEAUTY SPECIALISTS IN CHINA

• Key Data Insights
• 2025 Developments
• Doctor Glass Transforms Sales with Livestream and In-Store Integration
• Key Industry Trends
• CHART 130 Key Industry Trends for Health and Beauty Specialists
• Industry Performance
• Guangdong Da-Shen-Lin Expands Reach by Acquiring Hunan Huairen Pharmacy
• Livestream Selling and O2o Unlock New Growth for Doctor Glass
• CHART 131 Doctor Glass Accelerates Growth via Douyin Livestreaming
• CHART 132 Value Sales 2020-2030
• CHART 133 Value Sales by Category 2025
• What's Next?
• Yifeng Pharmacy Accelerates Consolidation to Outpace Smaller Rivals
• Leveraging Omnichannel Integration to Boost Engagement
• CHART 134 What's Next? for Health and Beauty Specialists
• Rising Demand for Professional Guidance Shapes Future Profitability
• CHART 135 Forecast Value Sales 2020-2030
• CHART 136 Forecast Value Sales by Category 2025-2030

Competitive Landscape

• Guangdong Da-Shen-Lin Drives Consolidation as Sasa Exits and Rivals Adapt
• CHART 137 Guangdong Da-Shen-Lin Acquires 20% Stake in Hunan Huairen Pharmacy Chain
• CHART 138 Company Shares 2025
• CHART 139 Brand Shares 2025
• Economic Context
• CHART 140 Economic Context for Health and Beauty Specialists
• CHART 141 Real Gdp Growth 2020-2030
• CHART 142 Inflation 2020-2030
• Consumer Context
• CHART 143 Consumer Context for Health and Beauty Specialists
• CHART 144 Population 2020-2030
• CHART 145 Population by Generation 2025
• Country Reports Disclaimer

HOME PRODUCTS SPECIALISTS IN CHINA

• Key Data Insights
• 2025 Developments
• Oppein Deepens Overseas Reach to Diversify Amid Domestic Headwinds
• Key Industry Trends
• CHART 146 Key Industry Trends for Home Products Specialists
• Industry Performance
• Suofeiya Streamlines Custom Home Experiences with Ai-Powered Platforms
• CHART 147 Suofeiya Enhances Custom Home Retail with Its Ai Platform
• CHART 148 Value Sales by Category 2025
• What's Next?
• Younger Consumers Demand Integrated Solutions
• CHART 149 What's Next? for Home Products Specialists
• Trade-In Policies and Renovation Demand Reshape Retail Models
• CHART 150 Forecast Value Sales 2020-2030
• CHART 151 Forecast Value Sales by Category 2025-2030

Competitive Landscape

• Oppein'S Store Closures Accelerate Share Loss as Digital-First Rivals Gain Ground
• CHART 152 Oppein Expands Overseas with Rta Modular Kitchens Targeting Diy Consumers
• CHART 153 Company Shares 2025
• CHART 154 Brand Shares 2025
• Economic Context
• CHART 155 Economic Context for Home Products Specialists
• CHART 156 Real Gdp Growth 2020-2030
• CHART 157 Inflation 2020-2030
• Consumer Context
• CHART 158 Consumer Context for Home Products Specialists
• CHART 159 Population 2020-2030
• CHART 160 Population by Generation 2025
• Country Reports Disclaimer

DIRECT SELLING IN CHINA

• Key Data Insights
• 2025 Developments
• Growth of Foods Direct Selling Signals Shift in Consumer Priorities
• Key Industry Trends
• CHART 161 Key Industry Trends for Direct Selling
• Industry Performance
• Amway Leverages Edutainment to Rebuild Trust and Boost Engagement
• CHART 162 Amway'S Health Comedy Series with Beijing Tv Breaks Barriers in Health Education
• CHART 163 Value Sales 2020-2030
• CHART 164 Value Sales by Category 2025
• What's Next?
• Leading Companies Intensify Transparency Efforts to Restore Consumer Trust
• Nutritional and Wellness-Focused Players Outperform as Health Drives Resilience
• Hybrid Selling and Digital Tools Modernise Engagement While Preserving Personal Touch
• CHART 165 Forecast Value Sales 2020-2030
• CHART 166 Forecast Value Sales by Category 2025-2030

Competitive Landscape

• Amway Transforms Trust and Experience to Extend Sales Lead
• CHART 167 Competitive Landscape for Direct Selling
• CHART 168 Company Shares 2025
• CHART 169 Brand Shares 2025
• Economic Context
• CHART 170 Economic Context for Direct Selling
• CHART 171 Real Gdp Growth 2020-2030
• CHART 172 Inflation 2020-2030
• Consumer Context
• CHART 173 Consumer Context for Direct Selling
• CHART 174 Population 2020-2030
• CHART 175 Population by Generation 2025
• Country Reports Disclaimer

VENDING IN CHINA

• Key Data Insights
• 2025 Developments
• Pop Mart'S Blind-Box Toys Drive Repeat Purchases through Vending Machines
• Industry Performance
• Pop Mart Transforms Vending with Technology and Youth Engagement
• CHART 176 Value Sales 2020-2030
• CHART 177 Value Sales by Category 2025
• What's Next?
• Pop Mart Turns Vending Machines into Interactive Experiences
• Drinks Vending Outpaces Others as Smart Technology Reshapes Demand
• Ai-Driven Vending Transforms Retail Engagement and Operational Efficiency
• CHART 178 Forecast Value Sales 2020-2030
• CHART 179 Forecast Value Sales by Category 2025-2030

Competitive Landscape

• Pop Mart Drives Share Gains through Viral Blind-Box Surge
• CHART 180 Competitive Landscape for Vending
• CHART 181 Company Shares 2025
• CHART 182 Brand Shares 2025
• Economic Context
• CHART 183 Economic Context for Vending
• CHART 184 Real Gdp Growth 2020-2030
• CHART 185 Inflation 2020-2030
• Consumer Context
• CHART 186 Consumer Context for Vending
• CHART 187 Population 2020-2030
• CHART 188 Population by Generation 2025
• Country Reports Disclaimer

RETAIL E-COMMERCE IN CHINA

• Key Data Insights
• 2025 Developments
• Douyin and Xiaohongshu Turn Content into Sales Growth
• Key Industry Trends
• CHART 189 Key Industry Trends for Retail E-Commerce
• Industry Performance
• Taobao Instant Commerce Leverages O2o to Capture On-Demand Demand
• CHART 190 Ele.Me Rebrands as Taobao Instant Commerce, Driving Alibaba's Core Instant Retailing
• Xiaohongshu'S Friendly Market Builds Trust to Boost Conversion
• CHART 191 Value Sales 2020-2030
• What's Next?
• Alibaba, Meituan and Jd Drive Instant Retail Expansion to Meet Demand for Speed and Convenience
• Marketplace Platforms Secure Dominance as Instant and O2o Retail Accelerate
• CHART 192 What's Next? for Retail E-Commerce
• Ai-Powered Personalisation and Immersive Experiences Deepen User Loyalty and Drive Business Model Evolution
• CHART 193 Forecast Value Sales 2020-2030
• CHART 194 Forecast Value Sales by Category 2025-2030

Competitive Landscape

• Bytedance Leverages Live Streaming to Narrow the Gap with Alibaba
• CHART 195 Content-Driven Platforms Like Douyin Reach New Consumer Segments
• CHART 196 Company Shares 2025
• CHART 197 Brand Shares 2025
• Economic Context
• CHART 198 Economic Context for Retail E-Commerce
• CHART 199 Real Gdp Growth 2020-2030
• CHART 200 Inflation 2020-2030
• Consumer Context
• CHART 201 Consumer Context for Retail E-Commerce
• CHART 202 Population 2020-2030
• CHART 203 Population by Generation 2025
• Country Reports Disclaimer