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经济学人智库(EIU):2026年全球消费品行业展望报告:零售新范式(中译版)(15页).pdf

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1、1 The Economist Intelligence Unit Limited 2025Consumer goods outlook 2026A new regime for retailNovember 2025A new regime for retailConsumer goods outlook 2026Our solutionsCountry AnalysisUnderstand the political,policy and economic outlook.Our Country Analysis service looks at the global dynamics t

2、hat affect your organisation,enabling you to operate effectively and plan for the future.Financial RiskGain unparalleled insights into the global financial landscape.Combining EIUs market-leading data and country expertise,our rigorous risk-modelling framework enables you to accurately identify risk

3、s to fiscal sustainability,currency and the banking sector.Operational RiskPlan effectively with EIUs expert analysis and data.From detailed country risk assessments to customisable risk matrices,our service provides you with the tools needed to confidently anticipate and mitigate risks to your oper

4、ations.Speaker BureauStrengthen your strategy and executive knowledge.Book EIUs experts for virtual or in-person events,training sessions,or decision-making meetings.Our briefings offer independent insights on political,economic and policy trends affecting your organisation.Intelligence that moves y

5、ou forwardEconomist Intelligence(EIU)operates at the intersection of macroeconomics and geopolitics,delivering data-led insights that empower financial institutions,corporations and governments to make strategic decisions for the future.Our coverage across 200+markets connects and contextualises glo

6、bal trends and events so that clients are fully informed to take action in a rapidly evolving world.3 The Economist Intelligence Unit Limited 20253Contact us for more informationLondon Economist Intelligence The Adelphi 1-11 John Adam Street London WC2N 6HT United KingdomTel:+44(0)20 7576 8000 E-mai

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1. **全球零售增长**:2026年全球零售销售量将增长1.7%,受亚洲需求和中国刺激推动,但美欧贸易战、通胀及美国汇款限制将抑制消费信心。 2. **线上零售挑战**:美国取消“de minimis”免税后,中国电商(如Shein、Temu)面临关税压力,欧盟或跟进,推高消费者成本。 3. **食品与服装趋势**:食品销售增速放缓(2026年美元计价增长5%),受通胀、新规及减肥药普及影响;服装需求疲软,奢侈品转向体验消费。 4. **风险与机遇**:网络攻击、厄尔尼诺气候风险及合规成本上升为主要风险;AI技术将重塑零售营销与需求预测。
零售新趋势? 食品消费降速? 奢侈品转向体验?
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