Chinese convenience stores are facing a significant drop in foot traffic as competition from low-cost instant delivery apps intensifies. According to KrASIA, 72% of convenience store chains reported a decrease in customers during the first half of the year compared to the same period in 2025.
This marks a notable increase from the previous year, when 37% of chains reported declines in a similar survey conducted during the summer. The data, sourced from the China Chain Store & Franchise Association (CCFA), highlights the growing impact of digital delivery services on traditional retail formats.
For Japanese investors and market watchers, this trend underscores the disruptive potential of instant delivery platforms in retail sectors across Asia, signaling shifts in consumer behavior that could influence regional equities and FX markets.