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Asian retail glossary: the terms that appear in earnings calls and deal notes

Plain-language definitions for the vocabulary used in Asian retail reporting: GMV, take rate, LFL, ATGA, dark store, quick commerce, CoD and the rest.

Guide 3 of 9 · 9 min read · Updated 10 August 2026

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Retail reporting in Asia mixes accounting terms, platform terms and local shorthand, often in the same sentence. This glossary defines the ones that carry real meaning and flags the ones that are frequently used to flatter a number.

Commercial and platform terms

TermDefinitionWatch for
GMVGross merchandise value: total order value before cancellations and returnsIt is not revenue; cancellation rates vary widely
Take ratePlatform commission as a share of GMVExcludes advertising fees the seller also pays
LFL / SSSGLike-for-like or same-store sales growthDefinition of the comparable store base
ASPAverage selling priceMix shift can move it without any price change
Attachment rateShare of transactions with an add-on itemEasily gamed with bundled low-value items
CoDCash on deliveryDrives refusal rates and delayed cash collection

Operations terms

TermDefinitionWatch for
Dark storeStore-format facility used only for fulfilmentCosts sit in a different P&L line than stores
Quick commerceSub-hour delivery of a small assortmentContribution per order rather than order growth
Weeks of coverClosing stock divided by average weekly salesWhich weeks are used as the average
Sell-throughUnits sold as a share of units receivedMeaningless without a time window
OTIFOn time, in full delivery performanceMeasured at line level or order level
ShrinkageStock loss from theft, damage and errorOften netted against other adjustments

Property and finance terms

TermDefinitionWatch for
Turnover rentRent set as a percentage of salesThe contractual definition of sales
Occupancy cost ratioAll property costs as a share of salesService charge is often excluded in headlines
EBITDA pre-IFRS 16Earnings before lease accounting effectsComparability across reporting standards
Contribution marginMargin after variable costs of serving the orderWhich costs are treated as variable
Working capital cycleDays of inventory plus receivables minus payablesSeasonal timing of the measurement date

Key takeaways

  • GMV is order value, not revenue, always ask about cancellations and returns.
  • Like-for-like growth means nothing without the comparable store definition.
  • Occupancy cost ratio, not rent, is the property number that matters.
  • Contribution margin is only comparable when the variable cost list is disclosed.

Questions & Answers

Q.

Why do platforms report GMV instead of revenue?

A.

It is larger and it captures marketplace activity where the platform never owns the goods. It is a scale measure, not a performance measure.

Q.

Is like-for-like growth comparable between companies?

A.

Rarely. Companies differ on how long a store waits before entering the base and how refurbishments are treated.

Q.

What is the most misused term in the region?

A.

Contribution margin, because everyone draws the line between variable and fixed costs differently.

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Retail News Asia Editorial Desk

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Researched, written and fact-checked by our newsroom. Last reviewed 10 August 2026. Meet the editorial team.

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