Current situation*in Japan retailers

Report
日本小売業の最新動向
Recent Retail Trend in Japan
日本小売業協会
国際担当部長
近江 淳
Japan Retailers Association
Director General Manager
International Affairs Division
Jun Omi
ABOUT JRA
The Japan Retailers Association (JRA) was
founded in May 1978, promoted by the Japan
Department Stores Association, Japan Chain
Stores Association and other organizations
involved in retail, centered on the Japan
Chamber of Commerce and Industry and with
the objective of healthy development of the
retail industry in Japan and to contribute to
the lives of the nation's people.
The JRA carries out activities together
with numerous organizations
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Japan Department Stores Association
Japan Chain Stores Association
Japan Supermarket Association
New Supermarket Association of Japan
Japan Specialty Store Association
Japan Foodservice Association
Japan Franchise Chain Association
Japan Voluntary Chain Association
Japan Council of Shopping Centers
Japan Independent Stores Association
Japanese Consumers' Co-operative Union
Federation of Specialty Store Association in Japan
The Japan Chamber of Commerce and Industry
The Tokyo Chamber of Commerce and Industry
ABOUT FAPRA
The Federation of Asia-pacific Retailers
Associations (FAPRA) was founded in 1989. Its
has implemented its activities and developed
itself with the aim of discussing issues shared
in the region, promote information exchange
and friendship, thereby contributing to the
development of commerce, the improvement
of retailers’ status and the improvement of
citizens’ lives in the region.
Member OF FAPRA
17 countries & area
・Japan
・Chinese Taipei
・ Hong Kong
・ Philippine
・ Malaysia
・ Singapore
・ New Zealand
・ India
・ Vietnam
・ Korea
・ China
・ Thailand
・ Fiji
・ Mongolian
・ Indonesia
・ Australia
・Turkey
Photos of APRCE in Singapore
October 11-13
History of last APRCE
1983
1985
1987
1989
1991
1993
1995
1997
1999
2001
2003
2005
2007
2009
2011
2013
The 1st APRCE held in Tokyo, Japan
The 2nd APRCE held in Seoul, Korea
The 1st APRCE held in Hong Kong
The 4th APRCE held in Singapore
The 5th APRCE held in Bangkok, Thailand
The 6th APRCE held in Manila, Philippine
The 7th APRCE held in Kuala Lumpur, Malaysia
The 8th APRCE held in Adelaide, Australia
The 9th APRCE held in Taipei
The 10th APRCE held in Jakarta, Indonesia
The 11th APRCE held in Christchurch, New Zealand
The 12th APRCE held in Beijing, China
The 13th APRCE held in Tokyo, Japan
The 14th APRCE held in Seoul, Korea
The 15th APRCE held in Singapore
The 16th APRCE is held in Istanbul, Turkish
1982年以来29年の歴史を持つアジア最大の小売業の祭典
The 16th Asia-Pacific Retailers
Convention & Exhibition
Venue:Turkey Istanbul
Date :September 23-26, 2013
LOGO of the Istanbul Conference
16th
APRCE
ISTANBUL 2013
Asia-Pacific Retailers
Convention & Exhibition
Recent Retail in Japan
・Total retail sales in Japan over previous years
・Market size in Japan
・GDP & GDP per capita
・Ratio of Modern trade in Japan
・Global Retailers in Japanese market
11
Population,
size of consumption & per capita
Country or Area
Population
(100M)
Size of
market(b $)
Consumption
per capita($)
Japan
1.3
2839
21838.4$
China
13.3
1613
1213.1$
India
11.9
683
574.6$
Asean
5.8
857
1478.1$
USA
3.0
10010
33367.1$
South America
3.9
1742
4467.7$
EU
5.0
10516
21032.8$
Africa
9.5
912
960.126$
Trend of GDP in Japan
Trend of Population(2000~2010)
Japan, China, India & other continent
14
Shrinking Domestic Retail Market in Japan
Shrinking domestic market due to rapid aged society, shrinking
population,
& stagflation
Percentage of Over 65 yrs old
Reduction of Small Store & Total units
Store unit
Source: Ministry of International Trade & Industry (MITI) 2006
Bubble bursting in 1991
Bigger stores & shopping centers
ITO-YOKADO
Total retail sales in Japan over previous years
Reconstruction from great earthquake in Eastern JAPAN
Entry & Withdrawal of global retailers in Japan
black-entry, red-withdrawal
1980 Channel/Louis Vuitton/Gucci
1991 Toysras/Prada
1995 GAP
1998 Boots/ZARA
1999 Costco/Sephora
2000 Carrefour
2001 Metro
2002 Wal-Mart
2003 Tesco
2009 Forever 21/Abercrombie-Fitch
20
Structure of Retail industry
India
China
Japan
USA
Number of stores
12M
5.46M
1.3M
1.65M
Ratio of
modern trade
6%
25%
65%
88%
150b$
440b$
1350b$
2660b$
Number of employer
20M
30M
12M
150M
Per capita sales(1
store)
13000$
81000$
104000$
161000$
1.71
4.11
6.13
7.17
Number of store per 1000 people
11.13
4.25
9.29
5.86
Number of store per 1k㎡
3.56
0.57
3.12
21
0.17
Sum of year Sales
Number of employer at
each store
Ratio of Globalization
sales amount of global retailers
in Japan
Total sales amount
Global Retailers
%
Less than 2.0%
Consumption per capita in the world
(2008:unit /$)
23
Change of consumption target :
commodity to non-commodity
Recently, the consumer’s expenditure composition tends to shift; from commodity
to non-commodity.
When assuming such a trend continue toward 2010, commodity consumption ratio
in 2010 might decrease by 2.2 points than that in 2004.
モノ消費比率の推移と最終家計消費支出の推移
(
※モノ消費比率は2人以上世帯の数値)
(
兆円)
66%
350
64%
300
62%
250
60%
200
58%
150
56%
54%
モノ消費比率(
左軸)
最終家計消費支出(
右軸)
52%
100
50
0
90 91 92 93 94 95 96 97 98 99 00 01 02 03 04 05 06 07 08 09 10
(
出所)
実績比:
総務省「
家計調査年報」
、推計値:
総務省「
消費実態調査」
、厚生労働省人
All Rights
Reserved,
Copyright
24
口問題研究所「
将来世帯推計2003年10月推計」
をベースに推計
©㈱富士通総研 2008
(
年)
Comparison of sales by primary
retail format and trends
( Unit:Billion Yen )
Reorganization of retailing group by M&A
2003
2005
2007
Seven & i Holdings
Millennium Retailing
AEON & DAIEI
&
edion Group
&
J.FRONT RETAILING
UNY & IZUMIYA
&
Isetan Mitsukoshi Holdings
H2O Retailing
DCM Japan
GMS
Department store
Electronics center
All Rights Reserved, Copyright
©㈱富士通総研 2008
NOW
Home center
26
Domestic Ranking : Sales of retailers in 2012
Ranking
Company
Format
Sales in 2012
(M $)1 $=100\
Year/
year
1(2)
Seven & I Holdings Co.,Ltd.
Group(GMS、Department
store、CVS)
47863
-6.5%
2(1)
Aeon Co., Ltd.
Group (GM store、Drugstore、
CVS・・)
46508
1.9%
3(4)
Yamada Denki Co., Ltd.
Discount (Electronics)
18354
-15.8%
4(3)
Mitsukoshi-Isetan Holdings
12399
1.6%
5(5)
J.Front Retailing Co., Ltd.
9414
-0.9%
6(7)
First-Retailing Co.LTD
Specialty stores
9286
11.3%
7(6)
UNY Co., Ltd.
Supermarket
9076
-4.2%
8(9)
Takashimaya Co., Ltd.
Department store
8581
-1.3%
9(8)
. Daie Co., LTD
Supermarket
8093
-4.7%
Discount (Electronics)
27
7590
-15.8%
All Rights Edion
Reserved,
Copyright
10(10)
Co.,
Ltd
©㈱富士通総研 2008
Department store
Department store
TOP 3 of Department
Stores(M $)1 $=100\
Rank Company
1
2
3
MitsukoshiIsetan
J.Front
Retailing
Takashimaya
Sales
Number Share of
Amount of Store Format
34
19.9%
12399
9414
20
15.1%
8581
24
13.8%
TOP 3 of GMS
(M $)1 $=100\
rank
company
1
2
Seven & Ai
Group
Aeon Group
3
Uny Group
Sales
Number Share of
amount of stores format
47836
449
25.5%
46507
1084
24.7%
9076
109
4.8%
TOP 3 of Discount(Electric)
(M $)1 $=100\
rank company
1
2
3
Yamada
denki
Edion
K’s Denki
Holdings
Sales
Number Share of
amount of stores Format
640
29.3%
18354
7590
1130
12.1%
7260
372
11.6%
TOP 3 of CVS(2012)
(M $)
rank
Company
1
2
Seven-Eleven
Japan
Lawson
3
Family Mart
Sales
Number Share of
(M $)
of store format
35084
15458
38.9%
16934
11151
18.8%
15845
9182
17.6%
TOP 3 of drag store(2012)
(M $)1 $=100\
Rank Company
Sales
Number Share of
Amount of Store Format
4346
1073
11.5%
1
MatsumotoKiyoshi Holdings
2
Sun Drag
3868
621
10.2%
3
Sugi Holdings
3273
718
8.6%
出典:百貨店の業界再創造研究報告書(日本百貨店協会)
Spread of new channel : E-Commerce
Sales trend of E-Retail
(億円)
電子商取引売上の推移
70000
BtoC売上
60000
56430
50000
44240
40000
26850
30000
20000
14840
8240
10000
645
3360
0
98
99
00
01
02
03
04 (年)
(出所)経済産業省
All Rights Reserved, Copyright
©㈱富士通総研 2008
All Rights Reserved, Copyright ©㈱富士通総研 2008
33
33
5 Key words of Japan retail Industry
•
•
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•
Smaller Stores
Shifting to major urban centers
Price and Value
Compound Development
Senior Customers
The latest retail trends : “ Smaller stores ”
The latest retail trends : “shifting to major urban centers”
Structure & trend of population
in Japan(unit: 1000 person)
高齢者・生産人口・子供の人口推移
Trend of Old-person・Children & Worker
The latest retail trends : “ price and value ”
Trend of real Income
(unit: yen/per month)
Future Store in Japan---Denim
Fitting room
Shelf display
Availability in stock
Search for other clothes
in dressing room
Communicate to
Cellular phone
Provided for
article information
e-Recommendation
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©㈱富士通総研 2008
Active Type RFID
43
平成17年度 三越フューチャーストア実証実験報告書より加筆転載
Shoes counter
Approach in Japan
---RFID
The customer can
check a stock by oneself
Be in supply
or Not
immediately
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Stockyard
©㈱富士通総研 2008
44
平成16年度 百貨店アパレル電子タグ実証実験報告書より加筆転載
The latest retail trends : “compound development”
Establish as an annex to Convenience store with Drugstore,
companies 112store opened
9
Development of new format
CVS + Drags
The latest retail trends : “senior
customers”
The latest retail trends : “senior customers”
Best format
for Japanese retail market
“ small &
sophisticated
supermarket ”
Structure of Distribution Industry
Europe and U.S.
Manufacture
Distributor
Retailer
Purchase・Supply
Stock
Delivery
Marketing
Manufacture
Sort
Stock
Selling
Process
Delivery
Sort
Service
C
o
n
s
u
m
e
r
Japan
Manufacture
Wholesaler
Retailer
Purchase・Supply
Stock
Delivery
Marketing
Manufacture
Process
Marketing
Selling
Stock
Sort
Service
Stock
Distributor
All Rights Reserved, Copyright
©㈱富士通総研 2008
Stock
Sort
Process
Delivery
Service
50
Service
C
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s
u
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