05_Preread_StoreStrategy

Different market under different development stage

Transitional / volatile markets

Fast-Growth / high-potential markets

Mid-stage / rapidly modernized markets

Advanced retail markets

Key regions

China US JapanSingaporeTaiwan

Key regions

Key regions

✓ Mature omnichannel ecosystems

& parts of Eastern Europe, Latin America

Key regions

✓ High mobile commerce penetration

Thailand

Malaysia

Vietnam

Turkey

✓ High smartphone penetration

✓ AI personalization

✓ Macroeconomic pressures (e.g. inflation, currency)

Indonesia

Philippines

India

✓ Growing e-commerce share

✓ Advanced loyalty & data capabilities

✓ High price sensitivity

✓ O+O innovation

✓ Rising middle class

✓ Discount formats booming

✓ Strong beauty and health verticals

✓ Modern trade still expanding

✓ Digitization uneven

✓ E-commerce growing fast

✓ Cashless still emerging in parts

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Benchmark markets for innovation, esp. social commerce, store digitization

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Local players leapfrogging into digital transformation Great testbeds for piloting omnichannel models

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Need to balance affordability with customer experience Agile pricing and cost-efficiency critical

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Education, trust, and access are key Opportunity for category creation and loyalty leadership

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Source: broker reports, public articles

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