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Russian Consumer Market and FMCG Retail Chains Rating - Results 2018-2019

  • ID: 4764594
  • Report
  • February 2019
  • Region: Russia
  • 130 Pages
  • INFOLine Analitika
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FEATURED COMPANIES

  • Atak
  • DA!
  • Hyperglobus LLC
  • Magnit
  • Minimart
  • Sem pyatnits
  • MORE

Objective: analysis of trends in retail and in the consumer market, structured description, comparative analysis, monitoring of investment activities and organic growth dynamics, a ranking of operational and financial indicators of more than 200 major FMCG chains in Russia.

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 (market capacity and dynamics), operational and financial indicators of the largest FMCG chains from 2013. Results of 2017-2018 and forecast to 2019 (retail market capacity and dynamics, consumer incomes, strategy and plans of the largest FMCG chains).

Key market figures: the capacity of the retail market in Russia for 2018 has increased by 2.6% in comparable prices (by 5.7% in monetary terms) and exceeded RUB 28.2 tn (including VAT), and the volume of sales of food products – RUB 13.4 tn (in view of VAT). The 200 largest retail FMCG chains (including specialized chains and shops at gas stations) described in the survey form about 50% of the retail turnover of food products in Russia, and the share of the top 10 FMCG largest retail chains is about 30%.

Research preferences: Monthly analysis and structured description of the consumer market. The most important events in 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).

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, the revenue of the Top 50 FMCG chains in Russia (with revenue over RUB 11 bn), 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. Leading indicators of retail development. Governmental regulation of retail. Structure of retail turnover by businesses types. Regional structure of retail turnover. Food market inflation. Incomes and expenditures of the population. Monetary policy. Consumer expectations and confidence of the population

Section II. Key events for FMCG retail in Russia
Important events for FMCG retailers in Russia. Expert assessment of the Russian market by INFOLine’s specialists. Case – operational and analytical information on topical issues.

Section III. Key events and plans of major FMCG chains
Current information on largest FMCG retail chains in Russia: strategy and plans, results and forecasts, investments, stores opening and closing, plans for stores opening in 2019, new formats development, resignations and appointments, logistics, private label, interaction with consumers and suppliers, corporative events, top management and contact information.

Research methods and data sources

  • Regular monthly expert interviews and interviews with representatives of more than 200 FMCG retail chains in Russia;
  • Questioning of more than 100 FMCG retail chains, monitoring and analysis of operational and financial indicators of more than "700 FMCG retail chains";
  • Researches "Retail trade Food and consumer market in Russia. Results of 2017. Prospects for development in 2018-2019" and "Food retail and consumer market of Russia. Growth prospects in 2017-2019".
  • Researches "Retail Trade Non-Food and Consumer Market in Russia. Preliminary results of 2017. Development prospects in 2018-2020" and "Non-Food retail and consumer market of Russia. Growth prospects in 2017-2019".
  • Monthly update of the unique database "1000 FMCG hypermarkets of Russia", which is carried out as part of the preparation of the Research "The RF market of FMCG hypermarkets" (standard and extended versions);
  • Monitoring of the status of the retail real estate market, the implementation of investment projects, the introduction of retail properties: "Shopping centers and hypermarkets FMCG and DIY of Russia. Projects of 2018-2021",
  • Monitoring of more than 2,000 media outlets and identification of key events in the retail market FMCG, which INFOLine has been carrying out since 2002 as part of the service "Thematic news: Food retail and RF FMCG retail chains", "Thematic news: Food industry and food market of RF" and "Thematic news: Retail trade of the Russian Federation".
Note: Product cover images may vary from those shown
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FEATURED COMPANIES

  • Atak
  • DA!
  • Hyperglobus LLC
  • Magnit
  • Minimart
  • Sem pyatnits
  • MORE

Introduction

  • About Russian consumer market and FMCG retail chains rating
  • Rating of FMCG retail chains of Russia
  • TOP 200 FMCG chains performance
  • Rating of FMCG retail chains by number of stores
  • Rating of FMCG retail chains by selling space
  • Rating of FMCG retail chains by net sales
  • TOP 200 FMCG retail chains development

Section I. Retail trends and development in Russia

  • Macroeconomic retail trade indicators
  • Main indicators of retail development
  • Government regulation of retailing
  • Structure of retail turnover by the category of products
  • Structure of retail turnover by the category of retailer
  • Regional structure of retail turnover
  • Food market inflation
  • Consumer incomes and expenditures
  • Banking sector, personal loans & deposits over time
  • Consumer expectations and confidence index

Section II. Key events for FMCG retail in Russia

  • The most important events, capable to influence FMCG retail of Russia
  • Roskachestvo activities

Section III. Key events and plans of major FMCG chains

  • X5 Retail Group N.V.(TH Perekrestok, JSC) / Pyaterochka, Perekrestok, Karusel, Perekrestok Express
  • X5 Retail Group N. V. / Pyaterochka
  • X5 Retail Group N.V. (TH Perekrestok, JSC) / Perekrestok
  • X5 Retail Group N.V. (TH Perekrestok, JSC) / Karusel
  • X5 Retail Group N. V. (Express-Retail, LLC) / Perekrestok Express
  • Magnit, PC / Magnit, Magnit Family, Magnit Hypermarket, Magnit Cosmetic, Magnit Apteka
  • Magnit, PJSC / Magnit, Magnit Family, Magnit hypermarket
  • Magnit, PJSC / Magnit Cosmetic, Magnit Apteka
  • Lenta, LLC / Lenta
  • SPS Holding, Megapolis, GK / Krasnoe&Beloe, Krasnoe&Beloe plus, Bristol, Bristol Express, Sem pyatnits, Smart-express, DIXY, Megamart, Minimart, Viktoria-kvartal, Victoria, Cash
  • SPS Holding / Krasnoe&Beloe, Krasnoe&Beloe plus
  • Megapolis, GK (DIXY, JSC, DIXY Yug, JSC, Victoriya Baltiya, LLC) / DIXY, Megamart, Minimart, Viktoria-kvartal, Victoria, Cash
  • Megapolis, GK (Albion-2002, LLC) / Bristol, Bristol Express, Sem pyatnits, Smart-express
  • Auchan Retail Russia / Auchan, Auchan-City, Nasha Raduga, Kazhdy Den, Kazhdy den. Hypermarket, Atak and 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
  • O'KEY, GK / O'KEY, O'KEY-Express, DA!
  • O'KEY, LLC / O'KEY, O'KEY-Express
  • Fresh Market LLC / DA! retail chain
  • Hyperglobus LLC / Globus retail chain

Appendix 1. Classification
Appendix 2. Federal Law No. 446-FZ "On Amendments to Article 5 of the Federal Law "On Development of Agriculture" and the Federal Law "Based on State Regulation of Trade Activities in Russia"

List of Tables

Rating of FMCG retail chains in Russia
Table 1. Number of stores of the largest FMCG chains in 2014-2019
Table 2. Total selling space of major FMCG chains of Russia in 2014-2019, thousand sq. m
Table 3. Financial indicators (exclusive of VAT) of major FMCG chains during 2017-2018, bn RUB
Table 4. Financial indicators (exclusive of VAT) of major FMCG chains during 2018, bn RUB
Table 5. Net sales dynamics (excluding VAT) of the major FMCG chains in 2013-2017, bn RUB
Table 6. Dynamics of sales space growth among TOP 200 of Russian retailers in 2014-2018
Table 7. Retail turnover dynamics in Russia in 2014-2018 and forecast till 2019-2024
Table 8. Structure of retail turnover in terms of product groups in 2014-2018
Table 9. Sales dynamics of main food and non-food during 9 m. 2018
Table 10. Sale of food products in 2018, % in comparable prices to the previous months
Table 11. Turnover of retail businesses and markets in 2014-2018, RUB bn
Table 12. Structure of sales at markets and fairs in actual prices during 9 m. 2018, %
Table 13. Regional structure of retail turnover in the RF in 2014-2018, %
Table 14. Regional presence of X5 Retail Group's outlets as of 31.12.2018
Table 15. The X5 Retail Group’s key financial indicators (the company in total) in 2017-2018
Table 16. The X5 Retail Group’s Net revenue growth (of the company in total) for 2018 by months
Table 17. The X5 Retail Group’s average ticket and number of purchases dynamics (of the company in total) for 2018 by months
Table 18. Macroregions in the structure of Pyaterochka retail chain
Table 19. The key financial indicators of X5 Retail Group (soft discounter format) in 2017-2018
Table 20. The X5 Retail Group’s Net revenue growth (discounter format) for 2018 by the months
Table 21. The X5 Retail Group’s average purchase amount spent and number of purchases dynamics (discounter format) for 2018 by months
Table 22. Planned Pyaterochka discounters openings
Table 23. Pyaterochka discounters, opened in December 2018-January 2019
Table 24. The key financial indicators of X5 Retail Group (the supermarket format) in 2017-2018
Table 25. The X5 Retail Group’s Net revenue growth (the supermarket format) for 2018 by months
Table 26. The X5 Retail Group’s average purchase amount spent and number of purchases dynamics (supermarket format) for 2018 by months
Table 27. Planned openings of Perekrestok supermarkets.
Table 28. Perekrestok supermarkets, opened in December 2018-January 2019
Table 29. Perekrestok supermarkets, closed in December 2018-January 2019.
Table 30. The key financial indicators of X5 Retail Group (the hypermarket format) in 2017-2018
Table 31. The X5 Retail Group’s net revenue growth (the hypermarket format) for 2018 by months
Table 32. The X5 Retail Group’s average purchase amount spent and number of purchases dynamics (supermarket format) for 2018 by months
Table 33. Planned openings of Karusel hypermarkets
Table 34. Planned closings of Karusel hypermarkets
Table 35. Karusel hypermarkets, opened in December 2018-January 2019
Table 36. Closings of Karusel hypermarkets in January 2019.
Table 37. The key financial indicators of X5 Retail Group (the convenience store format) in 2017-2018
Table 38. Regional presence of Magnit's outlets as of 31.12.2018.
Table 39. The aggregated data on transactions with Magnit PJSC under the buyback program during September 2018-January 2019, February 1-6, 2019
Table 40. Magnit’s key financial indicators (by formats) in 2017-2018
Table 41. Magnit’s key operational results by formats in 2013-2018
Table 42. Planned openings of Magnit hypermarkets and supermarkets
Table 43. Magnit hypermarkets and supermarkets, opened in Q4 2018.
Table 44. Distribution centers of PJSC Magnit as of December 31, 2018
Table 45. The key performance indicators of Magnit drogerie stores 2017-2018
Table 46. Magnit Cosmetic’s key operational results in 2013-2018
Table 47. Regional presence of Lenta's outlets as of 31.01.2019.
Table 48. The key financial indicators of Lenta in 2017-2018
Table 49. Lenta’s key operational indicators in 2017-2018
Table 50. Planned openings of Lenta hypermarkets
Table 51. Planned openings of Lenta supermarkets.
Table 52. Lenta hypermarkets, opened in December 2018-January 2019
Table 53. Lenta supermarkets, opened in December 2018-January 2019
Table 54. Regional presence of Krasnoe&Beloe stores as of 31.01.2019.
Table 55. Planned opening of Krasnoe&Beloe convenience stores.
Table 56. Regional presence of Dixy, Megamart, Minimart, Kvartal, Viktoria, Cash outlets as of 31.01.2019.
Table 57. The key financial indicators of DIXY GK (by formats) in 2016-2018
Table 58. The key financial indicators of Victoria division (by formats) in 2016-2018
Table 59. Regional presence of Bristol, Bristol-express, Sem pyatnits, Smart-express stores as of 31.01.2019.
Table 60. Regional presence of Auchan outlets as of 31.01.2019.
Table 61. Planned openings of Auchan hypermarkets
Table 62. Regional presence of METRO Cash & Carry outlets as of 31.01.2019.
Table 63. The key financial indicators of METRO Cash&Carry in 2015-2018
Table 64. Planned openings of METRO hypermarkets
Table 65. Planned openings of Fasol convenience stores.
Table 66. Fasol convenience stores, opened in December 2018
Table 67. Regional presence of O'KEY outlets as of 31.01.2019.
Table 68. The key financial indicators of O'KEY in 2017-2018
Table 69. The key financial indicators of DA! in 2017-2018
Table 70. The table shows the characteristics of DA! discounters opened in December 2018-January 2019.
Table 71. Regional presence of Globus outlets as of 31.01.2019.
Table 72. Planned openings of Globus hypermarkets

List of 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 2014-2019 (at the end of the period)
Figure 2. Dynamics of number of stores and their selling space of 200 largest retailers of Russia in 2011-2018 (at the end of the period)
Figure 3. The selling space of 200 largest retailers of Russia structure by formats in 2011-2018, thousand sq. m.
Figure 4. The selling space of 200 largest retailers of Russia structure by formats in 2011-2018, %
Figure 5. 200 major retailers’ net selling space dynamics in 2017-2019 by months (data for month previous to reporting month, to include public company’s data), thousand sq. m.
Figure 6. Dynamics of the net hypermarkets number increase among of 200 largest retailers of Russia in 2017-2019 on monthly basis, number of outlets
Figure 7. Dynamics of number of hypermarkets and their floor space of 200 largest retailers of Russia in 2014-2019 (at the end of the period)
Figure 8. Dynamics of the net supermarkets number increase among of 200 largest retailers of Russia in 2017-2019 on monthly basis, number of outlets
Figure 9. Dynamics of number of supermarkets and their selling space changes of 200 largest retailers of Russia in 2014-2019
Figure 10. Dynamics of the net discounter number increase among of 200 largest retailers of Russia in 2017-2019 on monthly basis, number of stores
Figure 11. Dynamics of number of discounters and their selling space of 200 largest retailers of Russia in 2014-2019
Figure 12. Dynamics of the net convenience stores number increase among of 200 largest retailers of Russia in 2017-2019 on monthly basis, number of shops
Figure 13. Dynamics of number of convenience stores and their selling space of 200 largest retailers of Russia in
Figure 14. Quarterly dynamics of retail revenue among major FMCG chains in 2016-2018, RUB bn
Figure 15. Quarterly dynamics of LFL (revenue) among major FMCG chains in 2016-2018, %
Figure 16. Quarterly dynamics of LFL (average ticket) among major FMCG chains in 2016-2018, %
Figure 17. Quarterly dynamics of LFL (traffic) among major FMCG chains in 2016-2018, %
Figure 18. Dynamics of selling space growth of TOP 200 retailers of Russia (excluding retailers that reduced retail space)in 2014-2018, thousand sq. m
Figure 19. 200 major retailers' selling space growth structure (excluding retailers that decreased space) in 2014-2018, %
Figure 20. 200 major retailers' selling space growth structure (exclusively of retailers with decreased space) in 2017, %
Figure 21. 200 major retailers' selling space growth structure (exclusively of retailers with decreased space) in 2018, %
Figure 22. Dynamics of selling space growth of TOP 200 retailers of Russia (excluding retailers that reduced their retail space)in Q4 2014-2018, thousand sq. m
Figure 23. 200 major retailers' selling space growth structure (excluding retailers that reduced their retail space) in Q4 2014-2018, %
Figure 24. 200 major retailers' selling space growth structure (excluding retailers that decreased retail space) in Q4 2017, %
Figure 25. 200 major retailers' selling space growth structure (excluding retailers that decreased retail space) in Q4 2018, %
Figure 26. USD and EUR exchange rate in 2014-2019, RUB
Figure 27. Main consumer market indicators in 2013-2018 and forecast till 2018-2024, % against the same period of previous year
Figure 28. Dynamic RTO food in 2014-2018, % against the same period of previous year.
Figure 29. Dynamic RTO non-food in 2014-2018, % against the same period of previous year.
Figure 30. Retail turnover and money supply dynamics in 2014-2018, RUB bn
Figure 31. Entrepreneur confidence index in Russia in 2014-2018
Figure 32. Assessment of economic situation in Russia in 2014-2019
Figure 33. Retail turnover in Russia in 2014-2019
Figure 34. Average number of employees in retail in Russia in 2014-2019
Figure 35. Retail turnover dynamics in physical terms by categories in 2014-2018, %
Figure 36. Dynamics of food share turnover in 2014-2018, %
Figure 37. Retail turnover structure by product groups in 2014-2018 (by months). RUB bn
Figure 38. Retail turnover structure by product groups in 2014-2018 (by months), %
Figure 39. Import share in the volume of retail commodities of the Russian Federation, %
Figure 40. Retail turnover structure by business types in 2014-2018, %
Figure 41. Number of markets in Russia and their share in retail turnover in 2014-2018
Figure 42. Retail turnover share of 74 regions of Russia (except the largest 11 regions) in 2014-2018, %
Figure 43. Retail turnover structure by regions of Russia in
Figure 44. Retail turnover structure by regions of Russia in
Figure 45. Retail turnover structure by Federal Districts of Russia in 2017, %
Figure 46. Retail turnover structure by Federal Districts of Russia in 2018, %
Figure 47. Retail turnover growth by districts in 2014-2018, in % against the same period of previous year in comparable prices
Figure 48. Number of regions with positive turnover dynamics in physical terms against the same period of previous year
Figure 49. Consumer prices index as of the period’s end in 2014-2019 and forecast for 2019-2024 (basic forecast), % against December of previous year
Figure 50. Consumer prices index in 2014-2019 % vs. previous month
Figure 51. Food price changing rates in 2014-2019, % against the same period of previous year
Figure 52. Real salary and real income dynamics in 2011-2018, forecast for 2019-2024 (basic forecast), %
Figure 53. Real salary and real income dynamics in 2014-2018, %
Figure 54. Nominal accrued salary and income per capita in 2014-2018 forecast for 2019-2024, RUB thousand
Figure 55. Distribution of income by per capita in 2014-2018, %
Figure 56. Cash income structure by sources in 2014-2018, %
Figure 57. Cash expenses structure in 2014-2018, %
Figure 58. Growth rates of population's real income 2014-2018, % on the same period of previous year
Figure 59. Real wages growth in 2014-2018, % on the same period of previous year
Figure 60. Total personal deposits and loans obtained in 2013-2018 in RUB and foreign currencies (RUB tn)
Figure 61. Total personal deposits and loans obtained in 2013-2018 in RUB and foreign currencies (% vs. January 2013)
Figure 62. Loans issuance and volume dynamics of individuals' deposits in rubles and in currency of 2013-2018 (by months), RUB tn.
Figure 63. Loans issuance and volume dynamics of individuals' deposits in rubles and in currency of 2013-2018 (by years), RUB tn.
Figure 64. Consumer confidence index in Russia 2014-2018
Figure 65. Consumers’ assessment of economic situation in Russia in 2014-2018
Figure 66. Consumers’ assessment of personal financial situation in Russia 2014-2018
Figure 67. Consumers’ assessment of current situation in Russia in 2014-2018

Note: Product cover images may vary from those shown
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  • Atak
  • Auchan Retail Russia
  • AV shage ot Vas
  • Bristol
  • Cash
  • DA!
  • DIXY
  • Fasol
  • Fresh Market LLC
  • GK
  • Hyperglobus LLC
  • Karusel
  • Kazhdy Den
  • Krasnoe & Beloe
  • Lenta, LLC
  • Magnit
  • Megamart
  • Megapolis
  • Metro AG
  • METRO Cash&Carry, LLC
  • Minimart
  • Nasha Raduga
  • O'KEY
  • Perekrestok
  • Pyaterochka
  • Sem pyatnits
  • Smart-Express
  • SPS Holding,
  • Viktoria-kvartal
  • X5 Retail Group N.V
Note: Product cover images may vary from those shown
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