Objective: analysis of trends in retail and in the consumer market of Russia, structured description, comparative analysis, monitoring of investment activities and organic growth dynamics, ranking of operational and financial indicators of more than 200 major FMCG chains in Russia.
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Research use: benchmarking, analysis of competitors and partners, marketing and strategic planning, searching for customers and partners, preparation for negotiations with retail chains.
Time framework: Dynamics from 2014 (market capacity and dynamics) operational and financial results of largest FMCG chains, structural indicators of FMCG market), ratings by revenue and operational results as of 2018, trends for 2020 and forecast for 2020-2024 (retail market capacity and dynamics, consumer incomes, strategy and plans of the largest FMCG chains).
Key market figures: In January 2021, retail decreased by -0.1% to 2803.7 billion rub (-3.6% in December 2020). And for the first time since April 2020, since the beginning of the pandemic, retail sales of non-food products in comparable prices in January 2021 increased by 0.9% to 1.447 billion rub (-2.6% in December 2020), and foodstuffs showed the minimum decline over the past 10 months (-1.0% after -4.5% in December 2020). The number of retail facilities in the TOP-200 FMCG chains in February 2021 increased by 269, and the total retail space - by 53.3 thousand sq. m.
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Research preferences: Monthly analysis and structured description of the consumer market. Most important events, able to influence food retail, including governmental regulation (new legislative acts and initiatives). Monthly monitoring of more than 200 largest FMCG chains (corporative events, operational, financial and investment activity).
Resources:
300 man-days (about RUB 1.5 m).
Structure and objectives by sections:
Rating of FMCG retail chains of Russia
Operational results of 200 largest FMCG chains by formats: stores number and selling space dynamics (hypermarket, supermarket, discounter, convenience store). The most significant openings and closings of stores. Ratings by number, selling space, revenue of TOP 50 FMCG chains in Russia (with revenue over RUB 11.4 bn in 2018), selling space growth structure and dynamics by chains and formats.
Section I. Retail trends and development in Russia
Macroeconomic indicators of retail trade: turnover and money supply dynamics, turnover forecast. Main indicators of retail development. Structure of retail turnover by products and retailers. Regional structure of retail turnover. Food market inflation. Consumer incomes and expenditures. Banking sector, personal loans & deposits over time. Consumer expectations and confidence of population
Section II. State regulation of retail trade.
Market regulation. Tax regulation. Marking the products. Non-cash payments in retail trade. Roskachestvo activities. Events in e-commerce and FMCG delivery.
Section III. Activity of INFOLine
Section IV. Key events and plans of major FMCG chains
Current information on largest FMCG retail chains in Russia: strategy and plans, results and forecasts, investments, M&A deals, new formats, stores opening and closing, plans for stores opening in 2019, appointments and resignations, logistics, own production, private label, interaction with consumers and suppliers, corporative events, IT technologies, TOP management and contact information.
Experience and preferences: Since 2005 INFOLine conducts custom-made researches and publishes proactive research reports on FMCG retail industry and consumer market. Our regular clients and partners are more than 30 FMCG retail chains (incl. the market leaders Magnit, X5 Retail Group, Auchan, DIXY, Metro Cash&Carry, Lenta, O’KEY, Globus, Azbuka Vkusa), more than 100 producers and suppliers (Procter&Gamble, Coca-Cola, Pepsi, SABMiller, Fazer, Mars, Colgate-Palmolive, UNICONF and many others), distributors (GC Megapolis), financial companies (Sberbank, VTB) and service companies (Microsoft, SAP, Wincor-NixdoRF). The rating of the largest FMCG retailers in Russia is annually published in the leading Russian mass media. The rating is the most authoritative and quotable research report on FMCG market in Russia. Moreover, INFOLine has the unique capacity and profound experience in conducting researches on other retail industries and consumer markets (DIY, Non-Food), on real estate market and geomarketing.
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Приобретение продуктов возможно только при заключении договора на обслуживание.
Research methods and data sources
regular monthly expert interviews and interviews with representatives of more than 200 FMCG retail chains in Russia;
questioning of 200 largest FMCG retail chains, monitoring and analysis of operational and financial indicators of more than 700 FMCG retail chains;
Auchan Retail Russia / Auchan, Auchan-City, Nasha Raduga, Kazhdy Den, Kazhdy den.Hypermarket, Atak, V shage ot Vas, Auchan Supermarket, Moy Auchan
Metro AG / METRO, METRO Punct, real,-
METRO Cash&Carry, LLC / METRO, METRO Punct
METRO Cash&Carry, LLC / Fasol, Fasol-express
OKEY, GK / OKEY, OKEY-Express, DA!
OKEY, LLC / OKEY, OKEY-Express
Hyperglobus LLC / Globus retail chain
VkusVill LLC / VkusVill retail chain
Appendix 1. Retail turnover by subjects of the Russian Federation in 2015-2020
Appendix 2. List of systemic companies of wholesale and retail trade in the Russian Federation
Appendix 3. Methodology of Review Russian consumer market and FMCG retail chains rating
About INFOLine products
The Review contains 95 tables and 73 figures
Tables
Rating of FMCG retail chains in Russia
Table 1. Number of stores of the largest FMCG chains in 2016-2020 (companys data at the time of the last disclosure)
Table 2. The total retail space of the largest FMCG chains of Russia in 2016-2020, thousand sq. m
Table 3. Financial indicators (excluding VAT, IFRS 16) of the largest FMCG retail chains for 2019-2020, RUB bln.
Table 4. Financial indicators (excluding VAT) of the largest FMCG retail chains for 2018-2019 according to the reporting standards IFRS 16 (IF) and IAS 17 (IA)
Table 5. Financial performance (excluding VAT) of the largest FMCG chains for Q2 2019-2020, according to the reporting standards IFRS 16 (IF) and IAS 17 (IA)
Table 6. TOP 50 retailers’ revenue in 2015-2019
Table 7. Dynamics of selling space growth among TOP 200 Russian retailers in 2015-2019
Table 8. TOP-15 FMCG retailers by absolute increase in retail space in 2019
Table 9. TOP FMCG retailers by relative increase in retail space in 2019
Table 10. TOP-15 FMCG retailers by absolute increase in retail space in H1 2020
Section I. Retail trends and development in Russia
Table 11. Retail turnover dynamics in Russia in 2015-2020
Table 12. Structure of retail turnover in terms of product groups in 2015-2020
Table 13. Sales of food products in 2019-2020, % in comparable prices to previous month
Table 14. Turnover of retail businesses and markets in 2015-2020, RUB bn
Table 15. Regional structure of retail turnover in the RF in 2015-2020, %
Section IV. Key events and plans of major FMCG chains
Table 11. Retail turnover dynamics in Russia in 2015-2020
Table 12. Structure of retail turnover in terms of product groups in 2015-2020
Table 13. Sales of food products in 2019-2020, % in comparable prices to previous month
Table 14. Turnover of retail businesses and markets in 2015-2020, RUB bn
Table 15. Regional structure of retail turnover in the RF in 2015-2020, %
Table 16. Regional presence of X5 Retail Groups outlets
Table 17. The X5 Retail Group’s key financial indicators (the company in total) in 2018-2020
Table 18. Key operating results of X5 Retail Group in 2019-2020
Table 19.The X5 Retail Group’s Net revenue growth (of the company in total) for 2019-2020 by months
Table 20. The X5 Retail Group’s average ticket and number of purchases dynamics (of the company in total) for 2019-2020 by months
Table 23. The key financial indicators of X5 Retail Group (soft discounter format) in 2019-2020
Table 21. DCs of X5 Retail Group
Table 22. Planned openings of X5 Retail Groups distribution centers
·Table 24. The X5 Retail Group’s Net revenue growth (discounter format) for 2019-2020 by the months
Table 25. The X5 Retail Group’s average purchase amount spent and number of purchases dynamics (discounter format) for 2019-2020 by months
Table 26. Plans for openings of Pyaterochkas distribution centers
Table 27. The key financial indicators of X5 Retail Group (the supermarket format) in 2018-2020
Table 28. The X5 Retail Group’s net revenue growth (the supermarket format) for 2019-2020 by months
Table 29. The X5 Retail Group’s average purchase amount spent and number of purchases dynamics (supermarket format) for 2019-2020 by months
Table 30. Opening of supermarkets Perekrestok in Q3 2020 by regions
Table 31. Interaction with the largest delivery services (the number of the month and the year of the beginning of cooperation are indicated in the cells of the table)
Table 32. Planned openings of Perekrestok supermarkets.
Table 33. The key financial indicators of online-hypermarket Perekrestok Vprok in 2018-2020
Table 34. The key financial indicators of online-hypermarket Perekrestok Vprok in 2018-2020
Table 35. The key financial indicators of X5 Retail Group (the hypermarket format) in 2018-2020
Table 36. The X5 Retail Group’s net revenue growth (the hypermarket format) for 2019-2020 by months
Table 37. The X5 Retail Group’s average purchase amount spent and number of purchases dynamics (supermarket format) for 2019-2020 by months
Table 38. Karusel hypermarkets closings
Table 39. Regional presence of Magnits outlets
Table 40. Magnit’s key financial indicators (by formats) in 2018-2020
Table 41. Dynamics of Magnits net revenue (company as a whole) in 2019-2020 (by months)
Table 42. Magnits average ticket dynamics (company as a whole and by formats) in 2019-2020 (by months)
Table 43. Magnits number of purchases dynamics (company as a whole and by formats) in 2019-2020 (by months)
Profiles of companies include the following tables:
Regional presence
Openings/closings in the reporting period
Planned openings/closings
Characteristics of the companies distribution centers
Moreover, profiles on public companies (X5 Retail Group, Magnit, DIXY, GC, Lenta, OKEY, GC) include tables on financial indicators, specifically: revenue by formats, sales dynamics, sales margin, LFL etc.
Appendix 1. Retail turnover by subjects of the Russian Federation in 2015-2021
Table 92. Structure of retail turnover by subjects of the Russian Federation in 2015-2020
Table 93. Structure of food retail turnover by Russian regions in 2015-2020
Table 94. Structure of Non-Food retail turnover by Russian regions in 2015-2020
Appendix 3. Methodology of Review Russian consumer market and FMCG retail chains rating
· Table 95 – Classification of FMCG retail chains outlets used by INFOLine
Figures
Rating of FMCG retail chains in Russia
Figure 1. Dynamics of number of stores and their selling space of 200 largest retailers of Russia in 2015-2020 (at the end of the period)
Figure 2. Dynamics of number of stores and their selling space of 200 largest retailers of Russia in 2014-2020 (at the end of the period)
Figure 3. The structure of selling space of 200 largest retailers of Russia by formats in 2014-2020, thousand sq. m.
Figure 4. The structure of selling space of 200 largest retailers of Russia by formats in 2014-2020, %
Figure 5. The net selling space dynamics of 200 largest retailers of Russia in 2018-2020 by months (data on X5 Retail Group, Magnit, DIXY Group is shown as of 30.06.2020 and updated quarterly), thousand sq. m
Figure 6. Dynamics of hypermarkets number of 200 largest retailers of Russia in 2018-2020 on monthly basis, number of outlets (data on public companies X5 Retail Group, Magnit are presented on 30.09.2020 and updated quarterly)
Figure 7. Dynamics of number and retail space of hypermarkets of 200 largest retailers of Russia in 2015-2020 (at the end of the period)
Figure 8. Dynamics of the net supermarkets number increase among of 200 largest retailers of Russia in 2018-2020 on monthly basis, number of outlets (data on public companies X5 Retail Group, Magnit are presented as of 30.09.2020 and updated quarterly)
Figure 9. Dynamics of number and retail space of supermarkets of 200 largest retailers of Russia in 2015-2020
Figure 10. Dynamics of the net discounters number increase among of 200 largest retailers of Russia in 2018-2020 on monthly basis, number of outlets Figure 11. Dynamics of number and retail space of discounters of 200 largest retailers of Russia in 2015-2020
Figure 12. Dynamics of the net convenience stores number increase among of 200 largest retailers of Russia in 2018-2020 on monthly basis, number of shops
Figure 13. Dynamics of number and retail space of convenience stores of 200 largest retailers of Russia in 2015-2020
Figure 14. Quarterly dynamics of retail revenue among major FMCG chains in 2016-2020, RUB bln
Figure 15. Quarterly dynamics of LFL (revenue) among major FMCG chains in 2016-2020, %
Figure 16. Quarterly dynamics of LFL (average ticket) among major FMCG chains in 2016-2020, %
Figure 17. Quarterly dynamics of LFL (traffic) among major FMCG chains in 2016-2020, %
Figure 18. The structure of Russian food retail market 1H 2020, %
Figure 19. Dynamics of selling space growth of TOP 200 retailers of Russia (excluding retailers that reduced retail space)in 2015-2019, thousand sq. m
Figure 20. 200 major retailers selling space growth structure (excluding retailers that decreased space) in 2015-2019, %
Figure 21. 200 major retailers selling space growth structure (exclusively of retailers with decreased space) in 2018, %
Figure 22. 200 major retailers selling space growth structure (exclusively of retailers with decreased space) in 2019, %
Figure 23. Dynamics of selling space growth of TOP 200 retailers of Russia (excluding retailers that reduced their retail space) in 9 months of 2016-2020, thousand sq. m
Figure 24. 200 major retailers selling space growth structure (excluding retailers that reduced their retail space) in H1 2016-2020, %
Figure 25. 200 major retailers selling space growth structure (exclusively of retailers with decreased space) in 9 mon. 2019, %
Section I. Retail trends and development in Russia
Figure 26. 200 major retailers selling space growth structure (exclusively of retailers with decreased space), %
Figure 27. Main consumer market indicators in 2015-2020, % against the same period of previous year
Figure 28. Dynamics of food-products retail turnover in 2015-2020, % against the same period of previous year
Figure 29. Dynamics of non-food retail turnover in 2015-2020, % against the same period of previous year
Figure 30. Dynamics of food retail turnover in 2015-2020, % against the same period of previous year
Figure 31. Retail turnover and money supply dynamics in 2015-2020, RUB bn
Figure 32. Entrepreneurial Confidence Index in Russia 2014-2020
Figure 33. Assessment of the economic situation in Russia in 2014-2020
Figure 34. Retail trade turnover in Russia in 2014-2020
Figure 35. Average number of retail workers in Russia in 2014-2020
Figure 36. Dynamics of food share turnover in 2015-2020, %
Figure 37. Retail turnover structure by product groups in 2015-2020 (by months), RUB bn
Figure 38. Retail turnover structure by product groups in 2015-2020 (by months), %
Figure 39. Dynamics of the number of markets in Russia and their share in retail trade turnover in 2015-2020
Figure 40. Retail turnover share of regions of Russia in 2015-2020, %
Figure 41. Retail turnover structure by regions of Russia in January-September 2019, %
Figure 42. Retail turnover structure by regions of Russia in January-September 2020, %
Figure 43. Retail turnover structure by Federal Districts of Russia in January-September 2019, %
Figure 44. Retail turnover structure by Federal Districts of Russia in January-September 2020, %
Figure 45. Retail turnover growth by districts in 2016-2020, in % against the same period of previous umber of regions with positive turnover dynamics in physical terms against the same period of previous year
Figure 47. Consumer prices index as of the period’s end in 2015-2020 against December of previous year, %
Figure 48. Opinion of respondents about changes in prices for food, non-food products and services over the past month,%
Figure 49. Opinion of respondents on the discrepancy between the inflation forecast of the Central Bank and the real inflation rate at the end of 2020,%
Figure 50. Consumer prices index in 2016-2020, % vs. previous month
Figure 51. Dynamics of changes in prices for food products in 2016-2020,% to the corresponding period of the previous year
Figure 52. Real salary and real income dynamics in 4-2019, %
Figure 53. Real salary and real income dynamics in 2015-2020, %
Figure 54. Nominal accrued salary and income per capita in 2015-2020, RUB thousand
Figure 55. Distribution of income by per capita in 2014-2020, %
Figure 56. Cash income structure by sources in 2014-2020, %
Figure 57. Cash expenses structure in 2014-2020, %
Figure 58. Change in the financial situation of respondents over the past 12 months,%
Figure 59. Households savings,%
Figure 60. Reducing spending and abandoning planned purchases in households, %
Figure 61. Real wages growth in 2015-2020, % vs the same period of previous year
Figure 62. The dynamics of population growth in the Russian Federation in 2013-2020, thousand people
Figure 63. Total personal deposits and loans obtained in 2013-2020 in RUB and foreign currencies (RUB trln)
Figure 64. Total personal deposits and loans obtained in 2013-2020 in RUB and foreign currencies (% vs. January 2013)
Figure 65. Loans issuance and volume dynamics of individuals deposits in rubles and in currency of 2019-2020 (by months), RUB tn.
Figure 66. Loans issuance and volume dynamics of individuals deposits in rubles and in currency of 2011-2020 (by years),
Figure 67. Consumer confidence index in Russia in 2015-2020,%
Figure 68. Assessment of personal financial situation by Russian consumers in 2015-2020,%
Figure 69. Assessment of the current situation by Russian consumers in 2015-2020,%
Section II. State regulation of retail trade
Figure 70. Have you encountered counterfeit products in Russia? (closed-ended question, one answer,% of all respondents),%
Figure 71. Do you know that from July 1, marking will become mandatory for the following products (closed-ended question, one answer per line,% of all respondents),%
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