Opportunities in Brazil Retail Sector (2007-2011)

发布时间：2007.8

内容介绍

The report "Opportunities in Brazil Retail Sector (2007-2011)" is a result of extensive research on the Brazilian retail industry. The report talks about the various aspects of the retail industry in the country, like industry performance, future prospects, growth opportunities, etc. The forecast given in this report is not based on a complex economic model, but is intended as a rough guide to the direction in which the market is likely to move. This forecast is based on a correlation between past market growth and growth of base drivers.

The report provides a keen insight of retail industry in Brazil by analyzing various market segments and retail formats present in the industry. It helps clients to understand the various products available in retail industry and their future scope.

The overview on opportunities and future forecast on the Brazilian retail industry helps the clients analyze the future course of direction and major growth areas of the industry.

Market Analysis

Brazil is one of the world's largest retail markets. The sales in the industry have been growing strongly since 2003 and are expected to continue at this momentum only over the next few years as constantly declining inflation rate allows for continued expansion of real incomes (increasing demand for non-durable consumer goods) and credit conditions ease (sustaining demand for durable goods).

A process of consolidation of the retail industry has been underway but overall, the market remains relatively fragmented, indicating substantial scope for the larger players to grow their market share in future. The top five supermarket chains account for approximately 40% of total sales. Three players — Brazil's Pão de Açúcar, France's Carrefour and US's Wal-Mart —currently dominate the market, with the rest accounted for by much smaller — typically local — chains, each of which accounts for little more than 1% of the national market. Many of these are likely to be absorbed into the market leaders, as they seek to fortify their market presence through acquisitions.

All the market values have been converted to US$ at May 2007 exchange rate where,
1 Brazil Real (BRL) = US$ 0.494 (Approx).

Key Findings of the Report

§ Retail food sales still dominate the total retail market accounting for more than 50% of the total retail sales.
§ Rising purchasing power due to stable macroeconomic factors and the strengthening middle class base will fuel the growth of Brazilian retail industry.
§ Supermarkets account for majority of the retail industry in Brazil.
§ Franchising industry in Brazil grew at a CAGR of 9.35% over the past five years (2001-2005).
§ The growing health awareness will drive fruit juice market that will grow at around 32% during 2007-2010.

Key Issues and Facts Analyzed in the Report

The research report also addresses the following crucial issues and facts that are critical to the success of retail industry in Brazil.

§ The market size and scope of the retail industry in Brazil.
§ Evaluation of current market trends.
§ Various retailing formats in Brazil retail industry.
§ Overview of Brazil footwear industry.
§ The factors driving growth in this sector.
§ Analysis of various challenges and opportunities for the industry.
§ Study of retail industry and consumer behavior.
§ Scope of E-Retailing (Online Retail) in Brazil.
§ Profile discussion of key players in this sector.

Key Players

This section covers key players currently operating in the Brazil retail industry including Wal-Mart Stores Inc, Carrefour SA, Lojas Americanas SA, Globex Utilidades SA, etc.

Research Methodology

Information Sources
Information has been sourced from various credible sources namely, books, newspapers, trade journals, and white papers, industry portals, government agencies, trade associations, monitoring industry news and developments, and through access to more than 3000 paid databases.

Analysis Method
The analysis methods include ratio analysis, historical trend analysis, linear regression analysis using software tools, judgmental forecasting and cause and effect analysis.

目录及图表

1. Analyst View
2. Industry Overview
      2.1 Global Retail Sales
              2.1.1 By Geographical Regions
      2.2 Emerging Retail Markets
3. Performance of Brazil Retail Industry
      3.1 Food & Beverages
              3.1.1 Processed Food
              3.1.2 Organic Products
              3.1.3 Beer
              3.1.4 Soft Drinks
              3.1.5 Juice
              3.1.6 Energy Drinks
      3.2 Food Retailing  - By Retail Format
      3.3 Non-Food Retail
              3.3.1 Apparel
              3.3.2 Electronics & Home Appliances
              3.3.3 Cosmetic & Toiletries
                        3.3.3.1 By Product
                        3.3.3.2 By Channel
              3.3.4 Footwear
      3.4 E-Retailing
      3.5 Retail Format
              3.5.1 Supermarkets
              3.5.2 Hypermarkets
              3.5.3 Convenience Stores
      3.6 Mergers & Acquisitions
4. Industry Analysis
      4.1 Consumer Behavior
              4.1.1 Non-Coherent Consumption Pattern
              4.1.2 Lifestyles/Shopping Habits
              4.1.3 Brand/Price Sensitivity
      4.2 Drivers
              4.2.1 Declining Interest Rates
              4.2.2 Favorable Demographics
              4.2.3 Low Consumer Price Index
              4.2.4 Increasing Disposable Income
              4.2.5 Flexible Property/Real Estate Regulations
              4.2.6 Food Retail Chains
              4.2.7 Growing Franchising Industry
              4.2.8 Growth in Economy
      4.3 Opportunities
              4.3.1 Increasing Consumer Purchasing Power
              4.3.2 Introduction of Private Labels
              4.3.3 Diet Food
              4.3.4 Growing Trends for Food Services & Outlets
              4.3.5 Packed Food Retailers
              4.3.6 Low Cost Production of Textile & Apparel
              4.3.7 Tourism & Western Style Food Outlets
              4.3.8 Online Retailing
              4.3.9 RFID in Retail
      4.4 Challenges
              4.4.1 Rising Competition
              4.4.2 Reading & Connecting Consumer Patterns
              4.4.3 Highly Volatile Performance
              4.4.4 Counterfeiting & Piracy
              4.4.5 Black & Gray Market Fraud
5. Key Players
      5.1 Carrefour SA
      5.2 Wal-Mart Stores, Inc.
      5.3 Companhia Brasileira de Distribuição (CBD)
      5.4 Lojas Americanas SA
      5.5 Globex Utilidades SA

List of Figures:

Figure 2-1: Worldwide - Retail Sales (in Trillion US$), 2001-2006E
Figure 2-2: Worldwide - Retail Sales by Geographical Region (in Trillion US$), 2006E
Figure 2-3: Comparative Penetration of Organized & Un-Organized Retail by Countries (%), 2006
Figure 2-4: Brazil - Share in Global & Latin America Retail Industry (%), 2006
Figure 3-1: Brazil - Retail Industry (in Billion US$), 2001-2006E
Figure 3-2: Brazil - Forecast for Retail Industry (in Billion US$), 2007-2011
Figure 3-3: Brazil - Retail Industry Segmentation (%), 2006
Figure 3-4: Brazil - Retail Food Sales (in Billion US$), 2003-2006
Figure 3-5: Brazil - Processed Food Industry (in Billion US$), 2005 & 2006
Figure 3-6: Brazil - Export of Processed Food by Destination (%), 2006
Figure 3-7: Brazil - Organic Product Sales* in Supermarket (in Billion BRL), 2006 & 2007E
Figure 3-8: Brazil - Production of Organic Product (in '000 Tons), 2001-2006
Figure 3-9: Brazil - Production of Beer (in Billion Liter), 2000-2006
Figure 3-10: Brazil - Production of Soft Drinks (in Billion Liter), 2005, 2006 & Jun 2007
Figure 3-11: Brazil - Soft Drinks Industry by Product (%), 2006
Figure 3-12: Brazil - Soft Drinks Industry by Flavor (%), 2006
Figure 3-13: Brazil - Soft Drinks Industry by Packing (%), Jun 2007
Figure 3-14: Brazil - Juice Industry at Invoice Price (in Million US$), 2005 & 2006
Figure 3-15: Brazil - Forecast for Juice Industry at Invoice Price (in Million US$), 2007-2010
Figure 3-16: Brazil - Production of Juice (in Million Liter), 2005, 2006 & May 2007
Figure 3-17: Brazil - Juice Industry by Product (%), 2006
Figure 3-18: Brazil - Production of Energy Drinks (in Million Liter), 2006 & May 2007
Figure 3-19: Brazil - Energy Drinks Industry by Packing  (%), 2006 & May 2007
Figure 3-20: Brazil - Energy Drinks Industry by Brand (%), May 2007
Figure 3-21: Brazil - Food Retail Channels Share (%), 2003-2005
Figure 3-22: Brazil - Apparel Industry (in Billion US$), 2004-2006E
Figure 3-23: Brazil - Forecast for Apparel Industry (in Billion US$), 2007-2009
Figure 3-24: Brazil - Home Appliances Sales (in Billion BRL), 2004-2006
Figure 3-25: Brazil - Electrical & Electronics Industry Segmentation (%), 2006
Figure 3-26: Brazil - Electrical & Electronics Industry (in Million BRL), 2004-2007F
Figure 3-27: Brazil - Export of Electrical & Electronics Product by Destination (%), 2006
Figure 3-28: Brazil - Cosmetics & Toiletries Retail Sales (in Billion US$), 2005-2007F
Figure 3-29: Brazil - Cosmetics & Toiletries Ex-Factory Price (in Million BRL), 2001-2006
Figure 3-30: Brazil - Cosmetics & Toiletries Retail Sales by Segment (%), 2006
Figure 3-31: Brazil - Cosmetics & Toiletries Volume by Distribution Channel (%), 2006
Figure 3-32: Brazil - Cosmetics & Toiletries Value by Distribution Channel (%), 2006
Figure 3-33: Brazil - Footwear Industry (in Billion US$), 2004-2006E
Figure 3-34: Brazil - Forecast for Footwear Industry (in Billion US$), 2007-2009
Figure 3-35: Brazil - Footwear Industry Production, Consumption & Export (in Million Pairs), 2003-2005
Figure 3-36: Brazil - E-Retailing Sales (in Billion BRL), 2004-2007E
Figure 3-37: Brazil - Number of Online Buyers (in Million), 2001-2007E
Figure 3-38: Brazil - Number of Internet Users (in Million), 2001-2006E
Figure 3-39: Brazil - Internet Penetration (Stock per 100 Person), 2001-2006E
Figure 3-40: Brazil - Forecast for Internet Penetration (Stock per 100 Person), 2007-2010
Figure 3-41: Brazil - Number of Retail Stores (2000-2005)
Figure 4-1: Brazil - Credit Lending Rate (%), Sep 2005, Mar 2007 & Jul 2007
Figure 4-2: Brazil - Consumer Price Index (%), Jun 2006 to Jun 2007
Figure 4-3: Brazil - Per Head Disposable Income (in US$), 2001-2006E
Figure 4-4: Brazil - Franchising Industry (in Billion US$), 2001-2006E
Figure 4-5: Brazil - Franchising by Ownership (%), Jun 2006
Figure 4-6: Brazil - Nominal GDP (in Billion US$), 2002-2006
Figure 4-7: Brazil - Forecast for International Tourists Arrival (in Million), 2007-2011
Figure 4-8: Brazil - Forecast for Number of Internet Users (in Million), 2007-2011

List of Tables:

Table 2-1: Worldwide - Top 10 Retailers by Net Sales (in Billion US$), 2006
Table 2-2: Brazil - Position in Top Emerging Retail Markets, 2007
Table 3-1: Brazil - Processed Food Industry by Product (in Billion BRL), 2003-2005
Table 3-2: Brazil - Export of Main Processed Food (in Million US$), 2003-2006
Table 3-3: Brazil - Major Food Retailers by Store Brand & Format
Table 3-4: Brazil - Household Appliances Distribution (in Million Units), 2001-2005
Table 3-5: Brazil - Forecast for Household Appliances Sales (in ‘000 Units), 2007-2011
Table 3-6: Brazil - Export of Electrical & Electronics Product by Segment (in Million US$), 2004-2006
Table 3-7: Brazil - Cosmetics & Toiletries Ex-Factory Price by Segment (in ‘000 BRL), 2001-2006
Table 3-8: Brazil - Cosmetics & Toiletries by Distribution Channel (%), 2006
Table 3-9: Worldwide - Top 10 Market for Cosmetics & Toiletries by Retail Price (in Billion US$), 2006
Table 3-10: Brazil - Global Ranking in Cosmetics & Toiletries by Segment, 2006
Table 3-11: Brazil - Mergers & Acquisitions of Retail Industry
Table 4-1: Brazil - Population Breakup (%), 2001-2006
Table 4-2: Brazil, China & India - International Production Cost Comparison (in US$)
Table 4-3: Brazil - Piracy Examples & Economic Impact
Table 5-1: Carrefour SA - Financial Overview (in Million Euro), Dec 2006
Table 5-2: Wal-Mart Stores, Inc. - Financial Overview (in Million US$), 2006
Table 5-3: Companhia Brasileira de Distribuição - Financial Overview (in Billion BRL), 2006
Table 5-4: Lojas Americanas SA - Share of Products in Gross Income (%), 2006
Table 5-5: Lojas Americanas SA - Financial Overview (in Million BRL), 2006
Table 5-6: Globex Utilidades SA - Financial Overview (in Million BRL), 2006