Global Powers of Retailing 2018 Transformative Change, Reinvigorated Commerce Prefácio

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Global Powers of Retailing 2018 Transformative Change, Reinvigorated Commerce Prefácio Global Powers of Retailing 2018 Transformative change, reinvigorated commerce Prefácio Bem-vindos à 21ª edição do nosso relatório anual Global As duas empresas portuguesas presentes no ranking - Jerónimo O Global Powers of Retailing analisou também a forma como as e a criação de experiências de loja distintivas e memoráveis que Powers of Retailing, no qual identificamos os 250 maiores Martins e Sonae – registaram uma evolução significativa da sua fontes de vantagem competitiva neste setor estão a ser permitam às lojas físicas, onde ainda são realizadas 90% das retalhistas do mundo e analisamos o desempenho obtido pelo posição, tendo ambas subido oito lugares. Este facto é ainda redefinidas num ambiente de acelerada mudança, onde as vendas em retalho, oferecer níveis de conveniência e variedade setor, ao nível do volume de negócios, crescimento e mais notável por ocorrer num ano (2016) em que o Euro se vantagens tradicionais de produto e escala perdem terreno comparáveis às principais plataformas de e-commerce. rentabilidade nas várias geografias, segmentos de atividade e manteve relativamente estável face ao dólar norte-americano. para as capacidades organizacionais como a inovação, formatos de loja. Recorde-se que a desvalorização cambial penalizou fortemente colaboração, integração e automação. Esperamos que a análise deste estudo seja tão entusiasmante os retalhistas da zona Euro no ranking do ano passado, tendo para o leitor como foi para nós produzi-lo e que o mesmo No período analisado nesta edição, correspondente ao último as suas vendas acumuladas convertidas em dólares decrescido Entre as principais tendências identificadas no relatório possa providenciar uma visão global dos desafios que se ano fiscal encerrado até junho de 2017 das empresas incluídas 14% face ao ano anterior. incluem-se a aceleração das capacidades digitais dos retalhistas avizinham para o setor do retalho em 2018. no ranking, assistiu-se a uma retoma do crescimento, tendo os tradicionais, que lhes permitem elevar a qualidade da sua proveitos somados dos 250 maiores retalhistas ascendido a A Jerónimo Martins (JM) é hoje o 56º maior retalhista mundial, a presença online e mobile ao nível das expetativas de um cerca de 4,4 biliões (1012) de dólares, um crescimento de 4,1% sua melhor posição de sempre, fruto de um crescimento de consumidor crescentemente agnóstico ao canal de contato, face ao ano anterior. cerca de 6,5% no seu volume de negócios, para o qual contribuíram todas as geografias e insígnias do grupo. A título O retalho beneficiou de um clima económico favorável, com a de exemplo, a JM está agora três lugares acima da Whole Foods, generalidade das grandes economias mundiais e das principais retalhista norte-americano adquirido em junho passado pela economias emergentes a apresentarem crescimento. O setor Amazon, por 13,7 mil milhões de dólares. enfrenta, contudo, ameaças significativas como a crescente desigualdade no rendimento das famílias, a possível introdução A Sonae ascendeu ao 167º lugar, tendo os proveitos gerados de medidas protecionistas em mercados como os Estados pelo negócio de retalho ultrapassado pela primeira vez a Unidos e o Reino Unido e o abrandamento das políticas fasquia dos 5 mil milhões de Euros. Face ao ano anterior, as monetárias expansionistas pelos principais bancos centrais. vendas cresceram mais de 12%, fruto de crescimento orgânico e de aquisições como a Salsa e o Go Natural. Os retalhistas norte-americanos aumentaram o seu domínio sobre o ranking mundial, colocando sete empresas no Top 10 Com algumas exceções, as posições no ranking dos principais deste ano. Não se observa qualquer mudança nas cinco retalhistas internacionais com presença direta relevante em primeiras posições do ranking, já abaixo ocorrem alterações Portugal mantiveram-se estáveis. significativas, como a ascensão da Amazon, agora no 6º lugar, antes ainda da consolidação da aquisição da Whole Foods, ou a O Lidl e o Aldi mantiveram o 4º e 8º lugar mundial, continuada queda do Carrefour e da Tesco. Estes dois respetivamente, cimentando a respetiva posição como os retalhistas europeus, que há apenas cinco anos partilhavam o maiores retalhistas sedeados fora dos EUA. No Top 50, o Grupo pódio com a Wal-Mart, ocupam este ano a 9ª (Carrefour) e a 11ª Metro, a que pertence a Makro, surge em 16º lugar (13º no (Tesco) posições no ranking dos maiores retalhistas mundiais. ranking do ano passado), o Auchan em 18º (16º), o IKEA em 27º (27º), o Intermarché em 33º (32º), a Inditex em 38º (43º) e a A presença europeia volta assim a cair no ranking deste ano, H&M em 42º (47º). Abaixo do Top 50 aparece o Grupo Adeo, a com 82 empresas no Top 250 (85 na edição do ano passado, 93 que pertencem as insígnias Leroy Merlin e AKI, na 54ª posição na do ano anterior), aumentando a distância face à liderança (55ª no ano passado), o El Corte Ingles na 71ª (73ª), a Decathlon dos Estados Unidos. Ainda assim, os retalhistas europeus na 86ª (94ª), o Grupo DIA na 98ª (99ª) e a FNAC na 117ª (205ª), continuam a ser os mais ativos na expansão fora do seu esta última com uma progressão significativa fruto da aquisição mercado doméstico, tendo realizado perto de 41% do seu da Darty. volume de negócios em mercados externos, quase o dobro da média do ranking global. Bem-vindos à 21ª edição do nosso relatório anual Global As duas empresas portuguesas presentes no ranking - Jerónimo O Global Powers of Retailing analisou também a forma como as e a criação de experiências de loja distintivas e memoráveis que Powers of Retailing, no qual identificamos os 250 maiores Martins e Sonae – registaram uma evolução significativa da sua fontes de vantagem competitiva neste setor estão a ser permitam às lojas físicas, onde ainda são realizadas 90% das retalhistas do mundo e analisamos o desempenho obtido pelo posição, tendo ambas subido oito lugares. Este facto é ainda redefinidas num ambiente de acelerada mudança, onde as vendas em retalho, oferecer níveis de conveniência e variedade setor, ao nível do volume de negócios, crescimento e mais notável por ocorrer num ano (2016) em que o Euro se vantagens tradicionais de produto e escala perdem terreno comparáveis às principais plataformas de e-commerce. rentabilidade nas várias geografias, segmentos de atividade e manteve relativamente estável face ao dólar norte-americano. para capacidades organizacionais como a inovação, formatos de loja. Recorde-se que a desvalorização cambial penalizou fortemente colaboração, integração e automação. Esperamos que a análise deste estudo seja tão entusiasmante os retalhistas da zona Euro no ranking do ano passado, tendo para o leitor como foi para nós produzi-lo e que o mesmo No período analisado nesta edição, correspondente ao último as suas vendas acumuladas convertidas em dólares decrescido Entre as principais tendências identificadas no relatório possa providenciar uma visão global dos desafios que se ano fiscal encerrado em junho de 2017 das empresas incluídas 14% face ao ano anterior. incluem-se a aceleração das capacidades digitais dos retalhistas avizinham para o setor do retalho em 2018. no ranking, assistiu-se a uma retoma do crescimento, tendo os tradicionais, que lhes permitem elevar a qualidade da sua proveitos somados dos 250 maiores retalhistas ascendido a A Jerónimo Martins (JM) é hoje o 56º maior retalhista mundial, a presença online e mobile ao nível das expetativas de um cerca de 4,4 biliões (1012) de dólares, um crescimento de 4,1% sua melhor posição de sempre, fruto de um crescimento de consumidor crescentemente agnóstico ao canal de contato, face ao ano anterior. cerca de 6,5% no seu volume de negócios, para o qual contribuíram todas as geografias e insígnias do grupo. A título O retalho beneficiou de um clima económico favorável, com a de exemplo, a JM está agora três lugares acima da Whole Foods, generalidade das grandes economias mundiais e das principais retalhista norte-americano adquirido em junho passado pela economias emergentes a apresentarem um crescimento. O Amazon, por 13,7 mil milhões de dólares. setor enfrenta, contudo, ameaças significativas como a crescente desigualdade no rendimento das famílias, a possível A Sonae ascendeu ao 167º lugar, tendo os proveitos gerados introdução de medidas protecionistas em mercados como os pelo negócio de retalho ultrapassado pela primeira vez a Estados Unidos e o Reino Unido e o abrandamento das políticas fasquia dos 5 mil milhões de Euros. Face ao ano anterior, as monetárias expansionistas pelos principais bancos centrais. vendas cresceram mais de 12%, fruto de crescimento orgânico e de aquisições como a Salsa e o Go Natural. Os retalhistas norte-americanos aumentaram o seu domínio sobre o ranking mundial, colocando sete empresas no Top 10 Com algumas exceções, as posições no ranking dos principais deste ano. Não se observa qualquer mudança nas cinco retalhistas internacionais com presença direta relevante em primeiras posições do ranking, já abaixo ocorrem alterações Portugal mantiveram-se estáveis. significativas, como a ascensão da Amazon, agora no 6º lugar, antes ainda da consolidação da aquisição da Whole Foods, ou a O Lidl e o Aldi mantiveram o 4º e 8º lugar mundial, continuada queda do Carrefour e da Tesco. Estes dois respetivamente, cimentando a respetiva posição como os Luís Belo Pedro Miguel Silva Industrial Products and Retail & Associate Partner de Retail & retalhistas europeus, que há apenas cinco anos partilhavam o maiores retalhistas sedeados fora dos EUA. No Top 50, o Grupo Consumer Products Leader Consumer Products pódio com a Wal-Mart, ocupam este ano a 9ª (Carrefour) e a 11ª Metro, a que pertence a Makro, surge em 16º lugar (13º no Deloitte Deloitte (Tesco) posições no ranking dos maiores retalhistas mundiais. ranking do ano passado), o Auchan em 18º (16º), o IKEA em 27º (27º), o Intermarché em 33º (32º), a Inditex em 38º (43º) e a A presença europeia volta assim a cair no ranking deste ano, H&M em 42º (47º).
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