亚太区的零售商有多活跃？（英文版）_20页-4mb

报告摘要

Summary of "How Active Are Retailers in APAC?" (CBRE, 2017)

Core Content

This report by CBRE Research analyzes the activity levels of international retailers in the Asia Pacific region in 2016 and their expansion intentions for 2017. It highlights the shifting dynamics of retail expansion, driven by structural changes such as the rise of e-commerce, increased competition, and the emergence of homegrown retailers. The findings suggest that retailers are adopting a more strategic and cautious approach to expansion, focusing on established markets and leveraging technology to better understand consumer behavior.

Main Points

1. Fewer New Store Openings in 2016

First decline since 2012: New retail entrants in Asia Pacific fell by 16% year-on-year in 2016, marking the first recorded decline in the series.
Key factors: Sluggish economic growth and weak domestic consumption in Singapore and Taipei. Singapore also faced a labor shortage, while Taipei experienced a slowdown in Chinese tourist arrivals.
Top markets: Hong Kong, Tokyo, and Singapore remained the top three for new store openings, though some closures and market withdrawals were observed.

2. Asia Pacific Retailers Remain Active

Homegrown brands expand: 40% of new entrants in 2016 were from Asia Pacific, led by Japanese, Korean, and Australian retailers.
F&B sector dominates: F&B retailers accounted for around one-third of new entrants, driven by consumer demand for eating out and the need to enhance retailtainment offerings.
Luxury expansion subdued: Luxury brands expanded less across the region, except in Australia, which accounted for 40% of new luxury entrants.

3. Challenges Facing Retailers

Cost escalation: Rising labor and manufacturing costs, especially in tight markets, are a major concern.
Unclear economic prospects: Many retailers are cautious due to uncertain market conditions and competition.
Currency fluctuations: The depreciation of the RMB against the USD impacted pricing strategies, with luxury brands adjusting prices in different markets.

4. Strategic Expansion Shift

Focus on gateway markets: Retailers are prioritizing established, high-performing cities over new markets.
Reduced expansion to new cities: Only 25% of retailers intend to expand to new cities within existing countries, down from 43% in 2016.
Increased focus on existing cities: About one-third of respondents plan to expand within existing cities, particularly those with proven performance.

5. Adoption of New Technology

Customer analytics: Over half of retailers plan to implement or already use customer analytics technology to track consumer behavior.
In-store technology: Retailers are increasingly integrating in-store experiences with social media, using tools like in-store Wi-Fi, interactive displays, and beacons.
Emerging tech: Augmented reality and wearable technology are still in early adoption stages.

6. Future Outlook

More conservative approach: Retailers anticipate higher risks in 2017 and are expected to adopt a more conservative expansion strategy.
Emphasis on agility: There will be a stronger focus on reshaping store networks to be more adaptable to consumer behavior changes.
Landlords' role: Landlords are advised to monitor shopper traffic, identify underutilized spaces, and invest in big data to attract quality tenants.

Key Information

Survey scope: The report tracks new retail entrants in 26 Asia Pacific cities in 2016 and surveys 71 international retailers for their 2017 expansion intentions.
Respondent profile: Half of the multinational respondents were based in Western countries (North America and Europe), while most Asia Pacific respondents were from Japan.
Major sectors: Fashion (34%), sports and specialist clothing (21%), F&B (15%), and luxury (10%) were the main sectors represented.
Technology adoption: In-store technology, particularly customer analytics and social media integration, is becoming a key part of retail strategies.
Exchange rates: Currency fluctuations, especially the RMB depreciation, influenced pricing and expansion decisions, particularly for luxury brands.

Conclusion

Retailers in the Asia Pacific region are becoming more strategic and cautious in their expansion efforts. The decline in new store openings in 2016 signals a shift from rapid expansion to a more measured approach, driven by economic uncertainties, rising costs, and the impact of e-commerce. F&B and homegrown brands are leading the expansion, while luxury and technology adoption remain critical areas of focus. Landlords are encouraged to adapt their strategies to align with these trends and enhance their competitiveness in the evolving retail landscape.