Retail store networks selling fast moving consumer goods (FMCG) in Russia 2010

Annotation

2

Methods

2

Table of contents

3

List of diagrams

4

List of tables

5

Executive summary

7

Trends in the economic development of the russian federation in 2009 and Q1 2010. forecast for 2010-2013.

9

Development Forecast for the Russian Economy in 2010-2013

9

Development of Retail Trade and Commerce

11

Results of Q1 2010

12

Open markets

12

The Market of retail networks in the rf - development in new market conditions.

15

The Market of Modern Commercial Property

20

Development Indicators for the Retail Food Market in 2009

22

Development Strategies of Market Leaders

28

Analysis of Retailers' Anti-Crisis Programs

32

State Regulations of the Sector

34

Structural Changes of Store Formats Due to the Effects of the Economic Crisis

35

Discounters

37

Supermarkets

38

Hypermarkets / Cash & Carry

39

Convenience Stores

40

Key Features of Russian Networks

42

General Characteristics (average commercial area, number of employees and consumer visits at network stores)

42

Range of Food Products and Non-Food Goods

44

Private Label Goods

45

Performance Indicators of Retail Networks

46

Ratings of Leading Store Networks According to 2009 Results

48

Forecast for Sector Development in the Medium Term

56

Key trends in store network development in Russia in 2010-2013

56

Forecast for Store Format Development in 2010-2012

58

Regional Development of Store Networks

61

Macroeconomic Parameters

61

Central Federal District

66

North-West Federal District

67

Ural Federal District

68

Siberian Federal District

69

Volga Federal District

69

Southern Federal District

70

Figure 1. Nominal GDP volume of the Russian Federation, billion RUB, 2002-2009; forecast for 2010

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Figure 2. Comparison of real growth rate of key indicators, %, 2000-2009; forecast for 2010-2013

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Figure 3. Nominal volume of retail trade in the RF, billion RUB, 2003-2009; forecast for 2010

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Figure 4. Open market ratio of retail commerce turnover, %, 2005-2009

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Figure 5. Number of open markets, 2005-2009

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Figure 6. Input of the retail commerce sector in the GDP of Russia, %, 2004-2009

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Figure 7. Share of non-food products in a Russian family's vital basket, %, 2007-2009

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Figure 8. Reduction in consumer expenses in 2009 - breakdown according to types of expenditures

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Figure 9. Ratio of goods purchased under PL, % of poll respondents, 2008 vs 2009

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Figure 10. Russian pollution consumer confidence index according to age groups during Q4 2009 and Q1 2010

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Figure 11. Shopping center areas - distribution between the cities of Russia, 2009

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Figure 12. Growth rate of LFL sales of the largest companies in ruble equivalent, %, 2007-2009

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Figure 13. Growth of retail food networks expressed as total turnover of the retail food market in the Russian Federation, $, 2002-2009

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Figure 14. Consolidation level of food retailing in the Russian Federation; share of top ten companies, 2006-2009

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Figure 15. Growth rate of retailers' ruble proceeds; breakdown by network type, %, 2004-2009

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Figure 16. Dynamics of changes in local/federal/foreign networks expressed as total turnover of the food retail market, %, 2003-2009

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Figure 17. Leading players on the retail food market (share of leading networks in total turnover of the organized retail food market), 2009

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Figure 18. Share of present-day retail food networks expressed as total turnover of the retail market in the Russian Federation, 2003-2009

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Figure 19. Growth rate of a number of stores belonging to the top ten commercial networks specializing in food products, %, 2005-2009

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Figure 20. Retailers' anti-crisis measures applied in companies in spring, 2009 and spring, 2010

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Figure 21. Turnover structure of the food retail market according to store network formats, 2003-2009

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Figure 22. Quantitative structure of Russian retail networks in surveyed regions - breakdown according to types of commercial areas, beginning of 2010

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Figure 23. Growth rate of turnover of major commercial formats in ruble terms, %, 2004-2009

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Figure 24. Turnover of the PL goods segment in food networks operating in Russia, RUB, 2004-2009, forecast for 2010

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Figure 25. Share of store networks in total turnover of food retail products - forecast for 2010-2013 *

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Figure 26. Consolidation level of the Russian food retail market, %, forecast for 2010-2013

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Figure 27. Structure of turnover of the food retail market according to store network formats, 2009, forecast for 2010-2012

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Figure 28. Development vector on the Russian food retail market, 2009-2013

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Figure 29. Growth rate of retail turnover in federal districts (in % compared to the relevant period in the previous year, in comparable prices), January- December, 2009

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Figure 30. Structure of turnover of the retail market in federal districts, 2009

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Figure 31. Dominant networks in federal districts of the RF, breakdown by number of stores, as of the beginning of 2010 *

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Table 1. Average annual currency exchange rates from 2002-2009; forecast for 2010

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Table 2. Shopping centers opened in Europe in 2009

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Table 3. Balance of commissioned shopping centers in Russia, 2009 - 2011

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Table 4. Development strategies of Russian food store networks in 2008-2009

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Table 5. Global Retail Development Index 2010 - the top ten countries

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Table 6. Share of imported goods in several store networks, 2009-2010

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Table 7. Average commercial area of stores, breakdown by format, sq. m., 2008-2009

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Table 8. Number of employees in one store, breakdown by format, number of persons, 2008-2009

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Table 9. Number of daily shoppers (number of cashier receipts), breakdown by format, number of persons, 2008-2009

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Table 10. Overall range of goods, SKU, 2009-2010

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Table 11. Range of food products, SKU, 2009-2010

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Table 12. Range of non-food goods, SKU, 2009-2010

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Table 13. Average ratio between food products and non-food goods in store selections according to format, %, 2009-2010

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Table 14. Leading companies according to the share of PL goods in network turnover, %, 2009

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Table 15. Average check in stores of different kinds of formats, RUB, 2008-2009 *

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Table 16. Turnover per square meter of commercial areas per annum, RUB, 2008-2009

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Table 17. Comparison of average commercial areas of stores and average turnover per square meter, breakdown by format, 2008-2009

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Table 18. Average trade margin - breakdown by format, %, April, 2010

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Table 19. Rating of store networks according to turnover volume, 2009

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Table 20. Rating of store networks according to number of stores, 2009

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Table 21. Rating of store networks according to volume of maximum assortment, 2009

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Table 22. Rating of store networks according to commercial area dimensions, 2009

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Table 23. Rating of store networks according to number of shoppers, 2009

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Table 24. Rating of store networks according to the amount of an average check - breakdown by format, 2009

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Table 25. Rating of turnover per square meter of commercial areas, 2009

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Table 26. Rating of store networks according to number of PL goods, 2009

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Table 27. Structure of turnover of the retail market in federal districts, %, 2004-2009

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Table 28. Food network bankruptcies, 2009-2010

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Table 29. Comparison of the largest regions in Russia according to turnover of the retail network and penetration level of retail networks, 2009

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Table 30. Structure of the food retail market in the Central Federal District - breakdown by number of stores, 2009 - 2010 *

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Table 31. Structure of the food retail market in the North-West Federal District - breakdown by number of stores, 2009 - 2010 *

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Table 32. Structure of the food retail market in the Ural Federal District - breakdown by number of stores, 2009 - 2010 *

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Table 33. Structure of the food retail market in the Siberian Federal District - breakdown by number of stores, 2009 - 2010 *

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Table 34. Structure of the food retail market in the Volga Federal District - breakdown by number of stores, 2009 - 2010 *

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Table 35. Structure of the food retail market in the Southern Federal District - breakdown by number of stores (as of the beginning of 2010) *

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Table 36. Availability of store networks to local populations - breakdown by region and store format (as of the beginning of 2010)

71