Investor Presentaiton
Supermarket - Largest Local Retail Segment
With Fast Growing O20 Penetration
With annual sales over RMB3 trillion, supermarket
remains the largest segment for local retail
Supermarket
3
达达快送
达达集团
京东到家 DADA GROUP
020 platform is and will continue to be the major
growth driver for supermarkets
020 GMV generated by platform model
in supermarket segment
Others
Segment 6
RMB3+ trillion
23.7%
Segment 5
Local Retail
Segment 4
Sales by
Segment¹, 2021
Segment 2
Segment 3
Segment 3
+51% CAGR
2019
2021
2025E
Penetration²
1%
16%
||| JDDJ is the absolute leader and continues to expand market share among 020 platforms in supermarket segment
Market Shares³ of
Local On-demand Retail Platforms
in China Supermarket
Segment, 2021
Source: ¡Research.
Notes:
No. 1
【京东到家
No. 2
27%
+2 ppt YoY
16%
1. Local retail sales do not include sales from categories such as automobile and building materials. Segment 2 refers to Apparel and Personal Care Stores; Segment 3 refers to Food, Beverage and Tabaco
Stores; Segment 4 refers to Drug Stores; Segment 5 refers to Consumer Electronics and Appliance Stores; Segment 6 refers to Department Stores; Segment 7 refers to Convenience Stores..
2. Represents 020 GMV generated by platform model as % of total China supermarket retail GMV.
3. Represents market share of local on-demand retail platform in the China supermarket segment, in terms of GMV.
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