Retailing in Mexico

Retailing in Mexico

EXECUTIVE SUMMARY

Retailing in 2021: The big picture

Department stores prove resilient in the face of COVID-19

E-commerce holds onto its pandemic gains, as local consumers become increasingly comfortable shopping online

What next for retailing?

OPERATING ENVIRONMENT

Informal retailing

Opening hours

Summary 1 Standard Opening Hours by Channel Type 2021

Physical retail landscape

Cash and carry

Table 1 Cash and Carry Sales: Value 2016-2021

Seasonality

Christmas Back to School Christmas Season El Buen Fin Hot Sale

Payments

Delivery and collection

Emerging business models

MARKET DATA

Table 2 Sales in Retailing by Store-based vs Non-Store: Value 2016-2021 Table 3 Sales in Retailing by Store-based vs Non-Store: % Value Growth 2016-2021 Table 4 Sales in Store-based Retailing by Channel: Value 2016-2021 Table 5 Sales in Store-based Retailing by Channel: % Value Growth 2016-2021 Table 6 Store-based Retailing Outlets by Channel: Units 2016-2021 Table 7 Store-based Retailing Outlets by Channel: % Unit Growth 2016-2021 Table 8 Sales in Non-Store Retailing by Channel: Value 2016-2021 Table 9 Sales in Non-Store Retailing by Channel: % Value Growth 2016-2021 Table 10 Grocery Retailers: Value Sales, Outlets and Selling Space 2016-2021 Table 11 Grocery Retailers: Value Sales, Outlets and Selling Space: % Growth 2016-2021 Table 12 Sales in Grocery Retailers by Channel: Value 2016-2021 Table 13 Sales in Grocery Retailers by Channel: % Value Growth 2016-2021 Table 14 Grocery Retailers Outlets by Channel: Units 2016-2021 Table 15 Grocery Retailers Outlets by Channel: % Unit Growth 2016-2021 Table 16 Non-Grocery Specialists: Value Sales, Outlets and Selling Space 2016-2021 Table 17 Non-Grocery Specialists: Value Sales, Outlets and Selling Space: % Growth 2016-2021 Table 18 Sales in Non-Grocery Specialists by Channel: Value 2016-2021 Table 19 Sales in Non-Grocery Specialists by Channel: % Value Growth 2016-2021 Table 20 Non-Grocery Specialists Outlets by Channel: Units 2016-2021 Table 21 Non-Grocery Specialists Outlets by Channel: % Unit Growth 2016-2021 Table 22 Mixed Retailers: Value Sales, Outlets and Selling Space 2016-2021 Table 23 Mixed Retailers: Value Sales, Outlets and Selling Space: % Growth 2016-2021 Table 24 Sales in Mixed Retailers by Channel: Value 2016-2021 Table 25 Sales in Mixed Retailers by Channel: % Value Growth 2016-2021 Table 26 Mixed Retailers Outlets by Channel: Units 2016-2021 Table 27 Mixed Retailers Outlets by Channel: % Unit Growth 2016-2021 Table 28 Retailing GBO Company Shares: % Value 2017-2021 Table 29 Retailing GBN Brand Shares: % Value 2018-2021 Table 30 Store-based Retailing GBO Company Shares: % Value 2017-2021 Table 31 Store-based Retailing GBN Brand Shares: % Value 2018-2021 Table 32 Store-based Retailing LBN Brand Shares: Outlets 2018-2021 Table 33 Non-Store Retailing GBO Company Shares: % Value 2017-2021 Table 34 Non-Store Retailing GBN Brand Shares: % Value 2018-2021 Table 35 Grocery Retailers GBO Company Shares: % Value 2017-2021 Table 36 Grocery Retailers GBN Brand Shares: % Value 2018-2021 Table 37 Grocery Retailers LBN Brand Shares: Outlets 2018-2021 Table 38 Grocery Retailers LBN Brand Shares: Selling Space 2018-2021 Table 39 Non-Grocery Specialists GBO Company Shares: % Value 2017-2021 Table 40 Non-Grocery Specialists GBN Brand Shares: % Value 2018-2021 Table 41 Non-Grocery Specialists LBN Brand Shares: Outlets 2018-2021 Table 42 Non-Grocery Specialists LBN Brand Shares: Selling Space 2018-2021 Table 43 Mixed Retailers GBO Company Shares: % Value 2017-2021 Table 44 Mixed Retailers GBN Brand Shares: % Value 2018-2021 Table 45 Mixed Retailers LBN Brand Shares: Outlets 2018-2021 Table 46 Mixed Retailers LBN Brand Shares: Selling Space 2018-2021 Table 47 Forecast Sales in Retailing by Store-based vs Non-Store: Value 2021-2026 Table 48 Forecast Sales in Retailing by Store-based vs Non-Store: % Value Growth 2021-2026 Table 49 Forecast Sales in Store-based Retailing by Channel: Value 2021-2026 Table 50 Forecast Sales in Store-based Retailing by Channel: % Value Growth 2021-2026 Table 51 Forecast Store-based Retailing Outlets by Channel: Units 2021-2026 Table 52 Forecast Store-Based Retailing Outlets by Channel: % Unit Growth 2021-2026 Table 53 Forecast Sales in Non-Store Retailing by Channel: Value 2021-2026 Table 54 Forecast Sales in Non-Store Retailing by Channel: % Value Growth 2021-2026 Table 55 Grocery Retailers Forecasts: Value Sales, Outlets and Selling Space 2021-2026 Table 56 Grocery Retailers Forecasts: Value Sales, Outlets and Selling Space: % Growth 2021-2026 Table 57 Forecast Sales in Grocery Retailers by Channel: Value 2021-2026 Table 58 Forecast Sales in Grocery Retailers by Channel: % Value Growth 2021-2026 Table 59 Forecast Grocery Retailers Outlets by Channel: Units 2021-2026 Table 60 Forecast Grocery Retailers Outlets by Channel: % Unit Growth 2021-2026 Table 61 Non-Grocery Specialists Forecasts: Value Sales, Outlets and Selling Space 2021-2026 Table 62 Non-Grocery Specialists Forecasts: Value Sales, Outlets and Selling Space: % Growth 2021-2026 Table 63 Forecast Sales in Non-Grocery Specialists by Channel: Value 2021-2026 Table 64 Forecast Sales in Non-Grocery Specialists by Channel: % Value Growth 2021-2026 Table 65 Forecast Non-Grocery Specialists Outlets by Channel: Units 2021-2026 Table 66 Forecast Non-Grocery Specialists Outlets by Channel: % Unit Growth 2021-2026 Table 67 Mixed Retailers Forecasts: Value Sales, Outlets and Selling Space 2021-2026 Table 68 Mixed Retailers Forecasts: Value Sales, Outlets and Selling Space: % Growth 2021-2026 Table 69 Forecast Sales in Mixed Retailers by Channel: Value 2021-2026 Table 70 Forecast Sales in Mixed Retailers by Channel: % Value Growth 2021-2026 Table 71 Forecast Mixed Retailers Outlets by Channel: Units 2021-2026 Table 72 Forecast Mixed Retailers Outlets by Channel: % Unit Growth 2021-2026

DISCLAIMER

SOURCES

Summary 2 Research Sources

Convenience Stores in Mexico

KEY DATA FINDINGS

2021 DEVELOPMENTS

Convenience stores struggle to recover from the effects of COVID-19

Brands look to deals and partnerships to widen their appeal and drive growth in foot traffic

Despite a slowdown in new store openings, the pandemic helps OXXO to deepen its dominance

PROSPECTS AND OPPORTUNITIES

Mounting inflationary pressure will slow recovery

Foodservice offer will grow in importance

Government policy will be key to the development of forecourt retail

CHANNEL DATA

Table 73 Convenience Stores: Value Sales, Outlets and Selling Space 2016-2021 Table 74 Convenience Stores: Value Sales, Outlets and Selling Space: % Growth 2016-2021 Table 75 Convenience Stores GBO Company Shares: % Value 2017-2021 Table 76 Convenience Stores GBN Brand Shares: % Value 2018-2021 Table 77 Convenience Stores LBN Brand Shares: Outlets 2018-2021 Table 78 Convenience Stores LBN Brand Shares: Selling Space 2018-2021 Table 79 Convenience Stores Forecasts: Value Sales, Outlets and Selling Space 2021-2026 Table 80 Convenience Stores Forecasts: Value Sales, Outlets and Selling Space: % Growth 2021-2026

Discounters in Mexico

KEY DATA FINDINGS

2021 DEVELOPMENTS

Slowdown in new store openings retards constant value sales growth

Pandemic and inflationary pressure help discounters to widen their appeal

Investment in e-commerce pays off for Walmart

PROSPECTS AND OPPORTUNITIES

Amid elevated inflationary pressure, the value for money offered by discounters will help to broaden their appeal

Discounters will focus more on private label and narrow their product range

E-commerce will continue to grow in importance

CHANNEL DATA

Table 81 Discounters: Value Sales, Outlets and Selling Space 2016-2021 Table 82 Discounters: Value Sales, Outlets and Selling Space: % Growth 2016-2021 Table 83 Discounters GBO Company Shares: % Value 2017-2021 Table 84 Discounters GBN Brand Shares: % Value 2018-2021 Table 85 Discounters LBN Brand Shares: Outlets 2018-2021 Table 86 Discounters LBN Brand Shares: Selling Space 2018-2021 Table 87 Discounters Forecasts: Value Sales, Outlets and Selling Space 2021-2026 Table 88 Discounters Forecasts: Value Sales, Outlets and Selling Space: % Growth 2021-2026

Hypermarkets in Mexico

KEY DATA FINDINGS

2021 DEVELOPMENTS

Inflationary pressure accelerates shift away from hypermarkets

Led by Walmart, hypermarkets pivot towards an omnichannel model

Facing aggressive competition for discounters, hypermarkets struggle to expand their store networks

PROSPECTS AND OPPORTUNITIES

As the inflationary squeeze deepens, hypermarkets will continue to struggle to compete with discounters

Hypermarkets will continue to invest heavily in e-commerce, as they seek to reduce delivery costs

Going local will help hypermarkets to differentiate themselves from discounters

CHANNEL DATA

Table 89 Hypermarkets: Value Sales, Outlets and Selling Space 2016-2021 Table 90 Hypermarkets: Value Sales, Outlets and Selling Space: % Growth 2016-2021 Table 91 Hypermarkets GBO Company Shares: % Value 2017-2021 Table 92 Hypermarkets GBN Brand Shares: % Value 2018-2021 Table 93 Hypermarkets LBN Brand Shares: Outlets 2018-2021 Table 94 Hypermarkets LBN Brand Shares: Selling Space 2018-2021 Table 95 Hypermarkets Forecasts: Value Sales, Outlets and Selling Space 2021-2026 Table 96 Hypermarkets Forecasts: Value Sales, Outlets and Selling Space: % Growth 2021-2026

Supermarkets in Mexico

KEY DATA FINDINGS

2021 DEVELOPMENTS

Supermarkets outperform both discounters and hypermarkets

Pandemic drives shift to e-commerce and self-checkouts

Superama re-branded as Walmart Express

PROSPECTS AND OPPORTUNITIES

Modernisation will help supermarkets to better compete against hypermarkets and discounters

Foodservice will play a bigger role in attracting consumers to supermarkets

Supermarkets will continue to invest in e-commerce

CHANNEL DATA

Table 97 Supermarkets: Value Sales, Outlets and Selling Space 2016-2021 Table 98 Supermarkets: Value Sales, Outlets and Selling Space: % Growth 2016-2021 Table 99 Supermarkets GBO Company Shares: % Value 2017-2021 Table 100 Supermarkets GBN Brand Shares: % Value 2018-2021 Table 101 Supermarkets LBN Brand Shares: Outlets 2018-2021 Table 102 Supermarkets LBN Brand Shares: Selling Space 2018-2021 Table 103 Supermarkets Forecasts: Value Sales, Outlets and Selling Space 2021-2026 Table 104 Supermarkets Forecasts: Value Sales, Outlets and Selling Space: % Growth 2021-2026

Traditional Grocery Retailers in Mexico

KEY DATA FINDINGS

2021 DEVELOPMENTS

After a large number of closures in 2020, 2021 brings a significant rebound in store numbers

Government-sponsored Segalmex stores struggle

Food and drink specialists that pivoted towards e-commerce have fared better than those that have not

PROSPECTS AND OPPORTUNITIES

Rapidly expanding convenience store segment poses the biggest competitive threat to traditional grocery retailers

Trade groups and local and regional governments will continue to help traditional grocery retailers to improve their operations and accept card payments

Emergence of ‘dark’ stores will pose a mounting competitive threat

CHANNEL DATA

Table 105 Traditional Grocery Retailers: Value Sales, Outlets and Selling Space 2016-2021 Table 106 Traditional Grocery Retailers: Value Sales, Outlets and Selling Space: % Growth 2016-2021 Table 107 Traditional Grocery Retailers GBO Company Shares: % Value 2017-2021 Table 108 Traditional Grocery Retailers GBN Brand Shares: % Value 2018-2021 Table 109 Traditional Grocery Retailers LBN Brand Shares: Outlets 2018-2021 Table 110 Traditional Grocery Retailers LBN Brand Shares: Selling Space 2018-2021 Table 111 Traditional Grocery Retailers Forecasts: Value Sales, Outlets and Selling Space 2021-2026 Table 112 Traditional Grocery Retailers Forecasts: Value Sales, Outlets and Selling Space: % Growth 2021-2026

Apparel and Footwear Specialist Retailers in Mexico

KEY DATA FINDINGS

2021 DEVELOPMENTS

Pandemic both undermines sales and drives them online

C&A and Forever 21 both change hands

Players focus on expanding e-commerce, rather than their store networks

PROSPECTS AND OPPORTUNITIES

Online shift will not be reversed

Store-in-store and pop-up outlets will proliferate, as brands seek low-cost ways to maintain a physical presence

Second-hand fashion marketplaces will appeal to both the price sensitive and those interested in sustainability

CHANNEL DATA

Table 113 Apparel And Footwear Specialist Retailers: Value Sales, Outlets and Selling Space 2016-2021 Table 114 Apparel And Footwear Specialist Retailers: Value Sales, Outlets and Selling Space: % Growth 2016-2021 Table 115 Apparel And Footwear Specialist Retailers GBO Company Shares: % Value 2017-2021 Table 116 Apparel And Footwear Specialist Retailers GBN Brand Shares: % Value 2018-2021 Table 117 Apparel And Footwear Specialist Retailers LBN Brand Shares: Outlets 2018-2021 Table 118 Apparel And Footwear Specialist Retailers LBN Brand Shares: Selling Space 2018-2021 Table 119 Apparel And Footwear Specialist Retailers Forecasts: Value Sales, Outlets and Selling Space 2021-2026 Table 120 Apparel And Footwear Specialist Retailers Forecasts: Value Sales, Outlets and Selling Space: % Growth 2021-2026

Electronics and Appliance Specialist Retailers in Mexico

KEY DATA FINDINGS

2021 DEVELOPMENTS

Despite robust demand from office workers and students, retail constant value sales continue to fall

Pandemic-induced shift to e-commerce was not a flash in the pan

Overtaken by ishop, Best Buy exits

PROSPECTS AND OPPORTUNITIES

E-commerce will continue to weigh on physical store sales

Competition from internet retailers like Amazon and Mercado Libre will intensify

Inflationary pressure will squeeze margins and could drive consolidation

CHANNEL DATA

Table 121 Electronics and Appliance Specialist Retailers: Value Sales, Outlets and Selling Space 2016-2021 Table 122 Electronics and Appliance Specialist Retailers: Value Sales, Outlets and Selling Space: % Growth 2016-2021 Table 123 Electronics and Appliance Specialist Retailers GBO Company Shares: % Value 2017-2021 Table 124 Electronics and Appliance Specialist Retailers GBN Brand Shares: % Value 2018-2021 Table 125 Electronics and Appliance Specialist Retailers LBN Brand Shares: Outlets 2018-2021 Table 126 Electronics and Appliance Specialist Retailers LBN Brand Shares: Selling Space 2018-2021 Table 127 Electronics and Appliance Specialist Retailers Forecasts: Value Sales, Outlets and Selling Space 2021-2026 Table 128 Electronics and Appliance Specialist Retailers Forecasts: Value Sales, Outlets and Selling Space: % Growth 2021-2026

Health and Beauty Specialist Retailers in Mexico

KEY DATA FINDINGS

2021 DEVELOPMENTS

COVID-19 restrictions hit some health and beauty specialist retailers much harder than others

Outlet numbers begin to recover

E-commerce is emerging, but many local consumers remain reluctant to utilise this channel for such categories as beauty and personal care and consumer health

PROSPECTS AND OPPORTUNITIES

Parapharmacies/drug stores will continue to proliferate

While e-commerce will continue to expand, it will remain of secondary importance

Health and beauty specialist retailers will struggle to compete with direct selling on price

CHANNEL DATA

Table 129 Health and Beauty Specialist Retailers: Value Sales, Outlets and Selling Space 2016-2021 Table 130 Health and Beauty Specialist Retailers: Value Sales, Outlets and Selling Space: % Growth 2016-2021 Table 131 Sales in Health and Beauty Specialist Retailers by Channel: Value 2016-2021 Table 132 Sales in Health and Beauty Specialist Retailers by Channel: % Value Growth 2016-2021 Table 133 Health and Beauty Specialist Retailers GBO Company Shares: % Value 2017-2021 Table 134 Health and Beauty Specialist Retailers GBN Brand Shares: % Value 2018-2021 Table 135 Health and Beauty Specialist Retailers LBN Brand Shares: Outlets 2018-2021 Table 136 Health and Beauty Specialist Retailers LBN Brand Shares: Selling Space 2018-2021 Table 137 Health and Beauty Specialist Retailers Forecasts: Value Sales, Outlets and Selling Space 2021-2026 Table 138 Health and Beauty Specialist Retailers Forecasts: Value Sales, Outlets and Selling Space: % Growth 2021-2026 Table 139 Forecast Sales in Health and Beauty Specialist Retailers by Channel: Value 2021-2026 Table 140 Forecast Sales in Health and Beauty Specialist Retailers by Channel: % Value Growth 2021-2026

Home and Garden Specialist Retailers in Mexico

KEY DATA FINDINGS

2021 DEVELOPMENTS

Home improvement and gardening outperform homewares and home furnishing

E-commerce grows in popularity, with some players struggling to cope

Hypermarkets and discounters pose a mounting competitive threat

PROSPECTS AND OPPORTUNITIES

While the hypermarket threat will intensify, e-commerce growth will stall

New entrant IKEA has significant scope for growth

Comex looks to fintech partnership to drive sales growth

CHANNEL DATA

Table 141 Home and Garden Specialist Retailers: Value Sales, Outlets and Selling Space 2016-2021 Table 142 Home and Garden Specialist Retailers: Value Sales, Outlets and Selling Space: % Growth 2016-2021 Table 143 Sales in Home and Garden Specialist Retailers by Channel: Value 2016-2021 Table 144 Sales in Home and Garden Specialist Retailers by Channel: % Value Growth 2016-2021 Table 145 Home and Garden Specialist Retailers GBO Company Shares: % Value 2017-2021 Table 146 Home and Garden Specialist Retailers GBN Brand Shares: % Value 2018-2021 Table 147 Home and Garden Specialist Retailers LBN Brand Shares: Outlets 2018-2021 Table 148 Home and Garden Specialist Retailers LBN Brand Shares: Selling Space 2018-2021 Table 149 Home and Garden Specialist Retailers Forecasts: Value Sales, Outlets and Selling Space 2021-2026 Table 150 Home and Garden Specialist Retailers Forecasts: Value Sales, Outlets and Selling Space: % Growth 2021-2026 Table 151 Forecast Sales in Home and Garden Specialist Retailers by Channel: Value 2021-2026 Table 152 Forecast Sales in Home and Garden Specialist Retailers by Channel: % Value Growth 2021-2026

Department Stores in Mexico

KEY DATA FINDINGS

2021 DEVELOPMENTS

Strong recovery in demand, with constant value sales exceeding their pre-pandemic level

Chains leverage store cards to drive growth

Demand for big ticket items like home furnishings particularly strong

PROSPECTS AND OPPORTUNITIES

As chains pivot towards an omnichannel model, new store openings will slow

Partnerships will help department stores to boost their e-commerce performance

Department stores will seek to improve the in-store experience in order to better compete with pure-play e-commerce

CHANNEL DATA

Table 153 Department Stores: Value Sales, Outlets and Selling Space 2016-2021 Table 154 Department Stores: Value Sales, Outlets and Selling Space: % Growth 2016-2021 Table 155 Department Stores GBO Company Shares: % Value 2017-2021 Table 156 Department Stores GBN Brand Shares: % Value 2018-2021 Table 157 Department Stores LBN Brand Shares: Outlets 2018-2021 Table 158 Department Stores LBN Brand Shares: Selling Space 2018-2021 Table 159 Department Stores Forecasts: Value Sales, Outlets and Selling Space 2021-2026 Table 160 Department Stores Forecasts: Value Sales, Outlets and Selling Space: % Growth 2021-2026

Variety Stores in Mexico

KEY DATA FINDINGS

2021 DEVELOPMENTS

Variety stores struggle to recover from pandemic-induced shift to e-commerce

Credit offers makes variety stores popular with low-income consumers

Lockdown gave leader Elektra the opportunity to steal a march on its rivals

PROSPECTS AND OPPORTUNITIES

With the shift to e-commerce set to be permanent, variety store sales will struggle to recover to their pre-pandemic level

Intense competition will put downward pressure on pricing

Social media will facilitate more personalised offers

CHANNEL DATA

Table 161 Variety Stores: Value Sales, Outlets and Selling Space 2016-2021 Table 162 Variety Stores: Value Sales, Outlets and Selling Space: % Growth 2016-2021 Table 163 Variety Stores GBO Company Shares: % Value 2017-2021 Table 164 Variety Stores GBN Brand Shares: % Value 2018-2021 Table 165 Variety Stores LBN Brand Shares: Outlets 2018-2021 Table 166 Variety Stores LBN Brand Shares: Selling Space 2018-2021 Table 167 Variety Stores Forecasts: Value Sales, Outlets and Selling Space 2021-2026 Table 168 Variety Stores Forecasts: Value Sales, Outlets and Selling Space: % Growth 2021-2026

Warehouse Clubs in Mexico

KEY DATA FINDINGS

2021 DEVELOPMENTS

After a bumper 2020 driven by stockpiling, demand stabilises

Pandemic halts rapid expansion

Warehouse clubs boost their e-commerce offer

PROSPECTS AND OPPORTUNITIES

Inflationary squeeze will reinforce the appeal of warehouse clubs to price-sensitive consumers

More stores will offer delivery

Social media will increasingly be leveraged to reach younger consumers

CHANNEL DATA

Table 169 Warehouse Clubs: Value Sales, Outlets and Selling Space 2016-2021 Table 170 Warehouse Clubs: Value Sales, Outlets and Selling Space: % Growth 2016-2021 Table 171 Warehouse Clubs GBO Company Shares: % Value 2017-2021 Table 172 Warehouse Clubs GBN Brand Shares: % Value 2018-2021 Table 173 Warehouse Clubs LBN Brand Shares: Outlets 2018-2021 Table 174 Warehouse Clubs LBN Brand Shares: Selling Space 2018-2021 Table 175 Warehouse Clubs Forecasts: Value Sales, Outlets and Selling Space 2021-2026 Table 176 Warehouse Clubs Forecasts: Value Sales, Outlets and Selling Space: % Growth 2021-2026

Direct Selling in Mexico

KEY DATA FINDINGS

2021 DEVELOPMENTS

COVID-19 upends the direct selling business model

Pandemic drives direct selling online

Consumer health fares relatively well

PROSPECTS AND OPPORTUNITIES

Apparel and footwear will recover faster than beauty and personal care

Lack of formal employment opportunities will continue to make direct selling an attractive career opportunity for many

The line between direct selling and e-commerce will blur

CHANNEL DATA

Table 177 Direct Selling by Category: Value 2016-2021 Table 178 Direct Selling by Category: % Value Growth 2016-2021 Table 179 Direct Selling GBO Company Shares: % Value 2017-2021 Table 180 Direct Selling GBN Brand Shares: % Value 2018-2021 Table 181 Direct Selling Forecasts by Category: Value 2021-2026 Table 182 Direct Selling Forecasts by Category: % Value Growth 2021-2026

Homeshopping in Mexico

KEY DATA FINDINGS

2021 DEVELOPMENTS

Pandemic boost to homeshopping demand peters out

Consumer health among the top performers

Focusing on consumer electronics, telecoms operator TELMEX remains the leading player

PROSPECTS AND OPPORTUNITIES

With an ageing customer base, homeshopping companies will struggle to drive growth

The line between e-commerce and homeshopping will blur

Competition from physical stores will intensify

CHANNEL DATA

Table 183 Homeshopping by Category: Value 2016-2021 Table 184 Homeshopping by Category: % Value Growth 2016-2021 Table 185 Homeshopping GBO Company Shares: % Value 2017-2021 Table 186 Homeshopping GBN Brand Shares: % Value 2018-2021 Table 187 Homeshopping Forecasts by Category: Value 2021-2026 Table 188 Homeshopping Forecasts by Category: % Value Growth 2021-2026

Vending in Mexico

KEY DATA FINDINGS

2021 DEVELOPMENTS

After a torrid 2020, constant value sales show signs of stabilising

Vending machines selling health products like face masks proliferate

Grupo Bimbo and Pepsi-Cola Mexicana remain dominant

PROSPECTS AND OPPORTUNITIES

The range of products offered by vending machines will continue to widen

Contactless payment options will become commonplace

Electronic cigarettes represent a growth opportunity

CHANNEL DATA

Table 189 Vending by Category: Value 2016-2021 Table 190 Vending by Category: % Value Growth 2016-2021 Table 191 Vending GBO Company Shares: % Value 2017-2021 Table 192 Vending GBN Brand Shares: % Value 2018-2021 Table 193 Vending Forecasts by Category: Value 2021-2026 Table 194 Vending Forecasts by Category: % Value Growth 2021-2026

E-Commerce (Goods) in Mexico

KEY DATA FINDINGS

2021 DEVELOPMENTS

As in-person shopping revives, e-commerce stables but holds on to its pandemic gains

Fraud remains a significant concern for many

Pandemic proves transformational for online grocery shopping

PROSPECTS AND OPPORTUNITIES

Mexicans will continue to grow more comfortable shopping online

More manufacturers and retailers will launch their own e-commerce websites and apps

Alibaba set to be a growing presence

CHANNEL DATA

Table 195 E-Commerce (Goods) by Channel and Category: Value 2016-2021 Table 196 E-Commerce (Goods) by Channel and Category: % Value Growth 2016-2021 Table 197 E-Commerce (Goods) GBO Company Shares: % Value 2017-2021 Table 198 E-Commerce (Goods) GBN Brand Shares: % Value 2018-2021 Table 199 Forecast E-Commerce (Goods) by Channel and Category: Value 2021-2026 Table 200 Forecast E-Commerce (Goods) by Channel and Category: % Value Growth 2021-2026

Mobile E-Commerce (Goods) in Mexico

KEY DATA FINDINGS

2021 DEVELOPMENTS

Mobile e-commerce value sales have more than doubled since the onset of the pandemic

Smartphone apps are making mobile e-commerce more accessible

Rapid growth brings growing pains

PROSPECTS AND OPPORTUNITIES

M-commerce will continue to grow in importance within e-commerce

Offering fast delivery and more delivery options will be an important point of competition

Financial technology companies will make it easier for lower-income consumers to make online purchases

CHANNEL DATA

Table 201 Mobile E-Commerce (Goods): Value 2016-2021 Table 202 Mobile E-Commerce (Goods): % Value Growth 2016-2021 Table 203 Mobile E-Commerce (Goods) Forecasts: Value 2021-2026 Table 204 Mobile E-Commerce (Goods) Forecasts: % Value Growth 2021-2026

Food and Drink E-Commerce in Mexico

KEY DATA FINDINGS

2021 DEVELOPMENTS

Having surged in 2020, demand declines slightly as in-person grocery shopping returns and stockpiling abates

More attention is now being paid to last-mile delivery

Alcoholic drinks have performed particularly strongly since the onset of the pandemic

PROSPECTS AND OPPORTUNITIES

With daily life normalising, demand growth is set to be no more than moderate

With third party marketplaces likely to pay more attention to food and drink e-commerce, competition will intensify

Delivery speed will be a crucial differentiating factor

CHANNEL DATA

Table 205 Food and Drink E-Commerce: Value 2016-2021 Table 206 Food and Drink E-Commerce: % Value Growth 2016-2021 Table 207 Food and Drink E-Commerce Forecasts: Value 2021-2026 Table 208 Food and Drink E-Commerce Forecasts: % Value Growth 2021-2026