麦肯锡-2024年欧洲食品杂货状况：希望的迹象（英）-2024-44页.docx

Mcknse

company

Signs

SignsofHope

TheStateof

GroceryRetail

2024

–Europe–

GettyImages

Contents

Contents

Forewordand

Forewordand

introductiontotheteam3

StateofGroceryEurope2024:

SignsofHope6

Keytrendslookingforward13Overallimplicationsforgrocers23

FoodandgrocerymarketKPIs25

Interviewswith

fourinspirationalCEOs28

Acknowledgments,

contributors,andcontacts41

Foreword

Foreword

FortheEuropeangrocerysector,2023wasallaboutinflation—again.Europeanfoodprice

inflationaveraged12.8percentin2023,reachingitshighestlevelsincetheendoftheSecondWorldWar.Whileunfavorablemarketconditionsputastrainonconsumerwalletsandmarginsarepressuredbyrisingcosts,therearesignsofhope:inflationhasstabilized,realwagesarerecovering,andfewerconsumersindicateanintenttotradedown,withsomegroupseven

inclinedtotradeup.

Thisreportexaminesthemostprevalenttrendsthatwillinfluencethegroceryindustryin2024andbeyond.Howcangrocersmitigatefurthercostincreasesandimprovetheirmargins?Willuptradingreturnandpropelgrocerysalesagain?Whatdoesthefutureholdforfoodtogo?

Willsustainabilitytargetsbereachedontime?Whatneedstohappenforplayerstogetaheadintheonlinegrocerymarket?Howcangrocersdevelopretailmediabusinessesthatsupportprofitabilityreliably?WhereshouldgrocersinvestinAIandadvancedanalyticstoachievethehighestimpact?Finally,inaworldoftightlabormarkets,howcangroceryretailersattractandretaintherighttalentforfuturegrowth?

TheStateofGroceryEuropeisanannualpublication.Thisyear’sreport,SignsofHope—The

StateofGroceryRetail2024:Europe,isacontinuationofapartnershipbetweenMcKinseyandEuroCommerce,anditisdesignedtoprovideexecutiveswithacomprehensiveviewofthe

marketandfuturetrends.Inpreparingthereport,wesurveyedmorethan12,000consumers

across11European