Russian retail & online-retail - statistics 3 quarter 2013

22
1 11.12.2013 DECEMBER 2013 RETAIL & ONLINE RETAIL IN RUSSIA CURRENT STATISTICS 3 RD QUARTER 2013

description

• Retail growth worldwide and in Russia • Top-10 Russian regions by retail sales • Analysis of non-food segments

Transcript of Russian retail & online-retail - statistics 3 quarter 2013

Page 1: Russian retail & online-retail - statistics 3 quarter 2013

1 11.12.2013

DECEMBER 2013

RETAIL & ONLINE RETAIL IN RUSSIA

CURRENT STATISTICS

3RD QUARTER 2013

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TOP-100 ONLINE-RETAILERS. WEBSITE TRAFFIC DYNAMICS FOR THE 1ST HALF 2013

+ JULY & AUGUST • Worldwide and Russian e-commerce markets • Top retailers by market segments for 8 months of 2013 • Key players profiles: turnover, growth rates, detailed

traffic dynamics

CUSTOMER CENTRICITY: METRICS, PRACTICES AND FACTS

• Client service metrics: NPS, CSI, TLR, FCR, TRI*M • Client service world best practices: USAA, Zappos,

Costco, Edward Jones, Starbucks and others

ABOUT «ENTER VISION»

CENTER OF STRATEGIC RESEARCH ENTER VISION was founded in 2011 by Enter company.

Our key target is to increase transparency of Russian retail & online-retail markets for its players.

Consolidating information from our experts and conducting research of market trends & performance, Enter Vision provides analytics of 3 main types:

1. Market & industry reports 2. Competitive environment analysis 3. Ad-hoc research

НАШИ КОНТАКТЫ:

Website: WWW.ENTER.RU/RESEARCH E-Mail: [email protected] Facebook: WWW.FACEBOOK.COM/RESEARCH.ENTER SlideShare: WWW.SLIDESHARE.NET/RESEARCH_ENTER

FEBRUARY 2013

FURNITURE MARKET IN RUSSIA. RETAIL AND ONLINE-RETAIL IN THE 1ST HALF OF 2013

• Furniture retail turnover and growth rates: 2012 facts and forecast up to 2016

• Furniture production, export and import • Key offline and online players profiles • Key players product range

SEPTEMBER 2013

OCTOBER 2013

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Retail growth rates continue to slow down in 3Q 2013. During this quarter retail in Russia increased by 9,8% (year over year, in current prices including inflation) – this rate is lower than in previous years (12,1% in 2012)

“Perfumes & Cosmetics” leads among retail market segments by growth rates of sales (+21% in 3Q 2013). This is the only segment with growth rates continuously increasing since 2011.

The volume of “Auto Parts” and “Books, Newspapers & magazines” segments decreased in constant prices in 3Q 2013 (year over year). Average prices declined in “Furniture” and “Books, Newspapers & Magazines” segments.

Leaders by unique weekly visitors in 3Q 2013 are: Ozon.ru (3,6 mln. unique visitors), Wildberries.ru (2,6 mln.) and Svyaznoy.ru (2,3 mln.) Leaders by growth in 3Q 2013 compared to 2Q 2013: Shopotam.ru (+261%), Enter.ru (+174%) and Komus.ru (+71%) . The largest traffic growth in 3rd quarter was shown by online-retailers operating in “Furniture” and “Cross-border Sales” market segments.

RETAIL IN RUSSIA IN 3Q 2013

SUMMARY

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2011

RETAIL IN RUSSIA IN 3Q 2013

MACROECONOMIC INDICATORS

2012 2013

+3,0% +1,2%

*

Nominal GDP In current prices (inc. inflation), bln rub.

Retail share in nominal GDP In current prices (inc. inflation), %

Real GDP growth, year over year In constant prices (excl. inflation), %

+1,2%

* Rosstat estimation, 12.11.2013 Source: Enter Vision according to Rosstat.

RUSSIAN ECONOMY GROWS SLOWER THAN EXPECTED: GROWTH RATE OF REAL GDP IN III QUARTER AMOUNTED TO 1,2% AS WELL IS IN II QUARTER

11 925 13 348

14 646 15 880

13 802 15 013

16 350 17 434 14 988 16 111 n/a

35,1% 34,3%

33,5% 34,3% 34,0% 34,1%

33,6%

35,0% 35,0% 35,2% n/a

1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q

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China

European Union (27 countries)

USA

Brazil

South Africa

Turkey

Russia

5

TOP-3 segments of non-food retail by growth rate in 9 months 2013 (year over year)

WORLDWIDE RETAIL SALES. 9 MONTHS 2013 RETAIL GROWTH RATES

Source: Enter Vision according to US Census, Eurostat, NBSC, IBGE, Statistics South Africa, Turkstat, Rosstat

* Non-food retail does not include retail sales of automobiles and fuel.

14,5% 9,2%

14,5% 14,6% 13,4% 8,4%

9,5% 7,0% 8,7% 4,6% 11,1%

0,4%

14,2% 13,5% 18,7% 20,2% 18,4% 18,1%

12,1% 11,7% 8,7% 9,7% 15,6% 12,2%

5,3% 4,0% 3,5% 2,4% 5,2% 3,7%

1,4% 0,2% 2,0% 1,4% 0,5% 0,0%

12,0% 10,8% 8,7% 11,8% 13,5% 8,2%

26,6% 20,9%

15,7%

Sports & OutdoorAuto Parts

Toys & Games

10,3% 6,8%

5,1%

JewelryHousehold goods & DIY

Furniture

1,3% -0,8% -1,4%

Health & BeautyApparel & Footwear

Electronics

16,3% 15,0%

10,7%

Health & Beauty GoodsPerfumes & PharmacyHousehold goods & DIY

29,8% 26,4% 26,1%

Communication AppliancesFurniture

Jewelry

8,0% 5,8%

0,6%

Apparel & FootwearHousehold Goods

Perfumes & Cosmetics

17,3% 12,2%

10,3%

Apparel & FootwearPerfumes & PharmacyHousehold Equipment

FOOD RETAIL SALES RETAIL SALES

NON-FOOD RETAIL SALES*

Retail growth rate in current prices (incl. inflation) in 9 months 2013 to 9 months 2012, %

Retail growth rate in current prices (incl. inflation) in 9 months 2012 to 9 months 2011, %

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China

European Union (27 countries)

USA

Brazil

South Africa

Turkey

Russia

1,8% 2,2%

20,5% 17,9%

17,3%

Perfumes & CosmeticsSports & Outdoor

Games & Toys

10,3% 13,1%

8,3% 3,5%

7,3% 12,5%

3,2% 4,2%

17,1% 15,6%

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FOOD RETAIL SALES RETAIL SALES

TOP-3 segments of non-food retail by growth rate in 3Q 2013 (year over year)

NON-FOOD RETAIL SALES*

13,6% 13,9%

1,3% 0,5%

3,9% 5,1% 2,3% 1,4%

12,3% 12,7% 16,0% 12,1%

8,8% 6,3% 10,3%

0,5%

11,0% 13,6% 14,6% 16,7%

WORLDWIDE RETAIL SALES. 3 QUARTER 2013 RETAIL GROWTH RATES

19,5% 20,1%

12,1% 9,8% 10,1% 11,0% 12,4% 6,5%

* Non-food retail does not include retail sales of automobiles and fuel.

9,5% 9,2%

7,1%

Household goods & DIYJewelry

Furniture

0,7% -1,2% -1,5%

Health & BeautyElectronics

Apparel & Footwear

17,7% 16,7%

11,9%

Health & Beauty GoodsPerfumes & PharmacyHousehold goods & DIY

27,0% 23,7%

21,7%

Communication AppliancesFurniture

Automobiles

7,4%

6,0%

-0,6%

Apparel & Footwear

Household Goods

Perfumes & Cosmetics

19,8% 17,9%

11,3%

Apparel & FootwearPerfumes & PharmacyHousehold Equipment

0,4% 0,5%

Retail growth rate in current prices (incl. inflation) in 3Q 2013 to 3Q 2012, %

Retail growth rate in current prices (incl. inflation) in 3Q 2012 to 3Q 2011, % Source: Enter Vision according to US Census, Eurostat, NBSC, IBGE, Statistics South Africa, Turkstat, Rosstat

Page 7: Russian retail & online-retail - statistics 3 quarter 2013

1 702 1 848 2 003 2 233 1 956 2 092 2 252 2 526 2 151 2 264 2 400 2 003

2 252 2 400

2 602 2 963 3 221

2 299 2 530 2 808

2 135 2 373 2 602 2 890 2 479 2 731 2 963 3 260

2 762 2 995 3 221

2 050 2 200 2 299 2 555 2 211 2 381 2 530 2 840 2 477 2 676 2 808

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RETAIL SALES IN RUSSIA IN 3Q 2013

DYNAMICS & STRUCTURE

3Q 4Q 1Q 2Q

2011

3Q

2011 3Q

2012 3Q

2013

+12,4% +6,5%

+13,9% +8,7%

+10,1% +11,0%

Non-food products still have larger share in retail sales but demonstrate decreasing of growth rates

3Q 4Q 1Q 2Q

2012

3Q 1Q 2Q

2013

2 135 2 373 2 602 2 890 2 479 2 731 2 963 3 260

2 762 2 995 3 221 NON-FOOD RETAIL SALES

FOOD RETAIL SALES

NON-FOOD RETAIL SALES (excl. auto & fuel sales)

Source: Enter Vision according to Rosstat. Growth in current prices (year over year), %

Page 8: Russian retail & online-retail - statistics 3 quarter 2013

53% 47%

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RETAIL SALES IN RUSSIA. 3Q 2013 REGIONAL STRUCTURE

TOTAL IN RUSSIA Food retail share, %

Non-food retail share, %

+ 9,8%

6 029 BLN RUR RETAIL TURNOVER IN RUSSIA IN 3Q 2013

GROWTH OF RETAIL SALES IN RURSSIA IN 3Q 2013 (year over year), %

53% 47%

56% 44%

Ural FD: 421 BLN RUR

+11,6%

Siberian FD: 599 BLN RUR

+ 8,8%

Far Eastern FD: 207 BLN RUR

+ 12,6% North Western FD:

498 BLN RUR

+7,8% 50% 50%

Central FD: 1 822 BLN RUR

+10,0%

55% 45%

North Caucasian FD: 293 BLN RUR

+ 8,7%

Volga FD: 1 026 BLN RUR

+ 10,6%

Southern FD: 519 BLN RUR

+8,7%

53% 47%

53% 47% 52% 48%

58% 42%

Source: Enter Vision according to Rosstat Growth in current prices (year over year), %

Page 9: Russian retail & online-retail - statistics 3 quarter 2013

Jewelry & Watches

Electronics & Home Appliances

Auto Parts

Perfumes & Cosmetics

Furniture

Sports & Outdoor

Auto Parts

Toys & Games

Books, Newspapers & Magazines

Auto Parts

Perfumes & Cosmetics

Household Goods & DIY

Perfumes & Cosmetics

Toys & Games

Jewelry & Watches

9

NON-FOOD RETAIL SALES IN RUSSIA IN 3Q 2013

TOP-10 REGIONS BY NON-FOOD RETAIL SALES

37%

40%

62%

68%

125%

125%

31%

33%

74%

32%

34%

42%

13%

13%

18%

#1 Moscow region 177 -2,3%

#2 Krasnodar region 133 +5,0%

#3 Sverdlovskaya region 129 +8,8%

#4 Republic of Tatarstan 106 +6,2%

#5 Rostov region 101 +9,2%

Non-food sales** RUR bln.

Top segments of non-food retail by growth rate in 3Q 2013 (year over year, in current prices)

Growth rate in 3Q 2013 (year over year,

in current prices)

* Excluding Moscow and St. Petersburg ** Non-food retail excludes retail sales of automobiles and fuel Source: Enter Vision according to Rosstat. Growth rates are in current prices (year over year), %

Region*

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#10

Jewelry & Watches

Apparel & Footwear

Auto Parts

Perfumes & Cosmetics

Furniture

Toys & Games

Toys & Games

Auto Parts

Perfumes & Cosmetics

Sports & Outdoor

Auto Parts

Medical Goods & Drugs

Medical Goods & Drugs

Perfumes & Cosmetics

Furniture

#6 Republic of Bashkortostan 99 +12,2%

#7 Tyumen region 97 +12,0%

#8 Samara region 78 +20,1%

#9 Nizhni Novgorod region 69 +5,8%

Chelyabinsk region 69 -2,0%

27%

28%

38%

102%

108%

134%

121%

161%

166%

16%

18%

19%

9%

9%

9%

Top segments of non-food retail by growth rate in 3Q 2013 (year over year, in current prices)

Growth rate in 3Q 2013 (year over year,

in current prices)

NON-FOOD RETAIL SALES IN RUSSIA IN 3Q 2013

TOP-10 REGIONS BY NON-FOOD RETAIL SALES

* excluding Moscow and St. Petersburg ** non-food retail excludes retail sales of automobiles and fuel Source: Enter Vision according to Rosstat. Growth rates are in current prices (year over year), %

Region* Non-food sales**

RUR bln.

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9M 2013 to 9M 2012 (Year over Year)

9M 2012 to 9M 2011 (Year over Year)

9M 2011 to 9M 2010 (Year over Year)

Food

Non-food

Non-food (excl. auto, fuel)

Sports & Outdoor

Auto Parts

Toys & Games

Perfumes & Cosmetics

Jewelry and Watches

Electronics & Home Appliances

Furniture

Household Goods & DIY

Apparel & Footwear

Books, Newspapers & Magazines

n/a n/a

Electronics & Home Appliances include computers, mobile phones, audio, video- & foto equipment, TVs, Fridges, Wash Mashines and storage devices. Hous ehold Goods & D IY include textiles, household chemical goods, tableware, floor coverings, building materia ls. Source : Enter Vision according to Rosstat Sports & Outdoors growth rates in 2012 and 2011 are not available due to changes in Rosstat methodology in these periods

RETAIL SALES IN RUSSIA. 9 MONTHS 2013 GROWTH RATE IN RETAIL SEGMENTS

Volume growth in constant prices (excl. inflation), year over year Sales growth in current prices (incl. inflation), year over year

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3Q 2013 to 3Q 2012 (Year over Year)

RETAIL SALES IN RUSSIA. 3Q 2013 GROWTH RATE IN RETAIL SEGMENTS

3Q 2012 to 3Q 2011 (Year over Year)

3Q 2011 to 3Q 2010 (Year over Year)

Food

Non-food

Non-food (excl. auto, fuel)

Perfumes & Cosmetics

Sports & Outdoor

Toys & Games

Jewelry & Watches

Furniture

Electronics & Home Appliances

Household Goods & DIY

Apparel & Footwear

Auto Parts

Books, Newspapers & Magazines

n/a n/a

Electronics & Home Appliances include computers, mobile phones, audio, video- & foto equipment, TVs, Fridges, Wash Mashines and storage devices. Hous ehold Goods & D IY include textiles, household chemical goods, tableware, floor coverings, building materia ls. Source : Enter Vision according to Rosstat Sports & Outdoors growth rates in 2012 and 2011 are not available due to changes in Rosstat methodology in these periods

Volume growth in constant prices (excl. inflation), year over year Sales growth in current prices (incl. inflation), year over year

Page 13: Russian retail & online-retail - statistics 3 quarter 2013

3Q 2013 to 3Q 2012 (Year over Year)

13,4% 10,0% 8,3% 9,9%

20,6% 27,8% 40,8% 33,2%20,0% 12,0% 14,7% 10,4%19,6% -2,0% 5,5% -1,3%

9,4% 12,1% 12,4% 11,0%

22,4% 29,1% 26,4% 37,9%33,6% 30,4% 32,4% 29,0%43,7% 21,9% 23,3% 22,8%26,0% 17,0% 21,5% 19,9%

2,2% 7,5% 5,9% 4,3%

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FOOD RETAIL

NON-FOOD RETAIL (excl. auto & fuel sales)

Lenta Magnit

Dixy O`KEY

X5 Retail Group

Kids` Products Detskiy Mir Electronics & HA * M.Video

DIY K-Rauta

RETAIL MARKET IN 3Q 2013

PUBLIC COMPANIES RESULTS RUSSIAN MARKET

1Q 2013 to 1Q 2012 (Year over Year)

2012 to 2011 (Year over Year)

2Q 2013 to 2Q 2012 (Year over Year)

* - Electronics & Home Appliances Source: Enter Vision according to Rosstat, financial reporting of the companies, mass media.

Revenue growth rate of the companies, year over year

Growth rates in current prices (including inflation), year over year

Page 14: Russian retail & online-retail - statistics 3 quarter 2013

UK Mothercare

USA Build-a-Bear

USA Children’s Place

14

Brazil Via Varejo

China Suning Appliance

Turkey Teknosa

USA Best Buy

ELECTRONICS & HOME APPLIANCES

KIDS` PRODUCTS

UK Kingfisher

Sweden Byggmax

USA The Home Depot

USA Lowe’s

HOUSEHOLD GOODS & DIY

8,7% 9,3% 14,0% 17,4%4,8% 20,1% 15,9% 10,6%

39,5% 42,4% 15,3% 9,4%0,2% -9,6% -0,4% -0,2%

3Q 2013 to 3Q 2012 (Year over Year)

RETAIL MARKET IN 3Q 2013

PUBLIC COMPANIES RESULTS WORLDWIDE MARKETS

1Q 2013 to 1Q 2012 (Year over Year)

2012 to 2011 (Year over Year)

2Q 2013 to 2Q 2012 (Year over Year)

Revenue growth rate of taken companies, year over year

Source: Enter Vision according to media, Reuters and financial reports.

-6,0% -4,8% -3,4% -0,5%-3,4% 8,1% 1,8% -0,8%5,5% -3,5% 6,0% -1,6%

-2,4% -0,4% 5,2% 8,0%3,4% -4,3% 1,9% 7,5%6,2% 7,4% 9,5% 7,4%0,6% -0,5% 10,3% 7,3%

Page 15: Russian retail & online-retail - statistics 3 quarter 2013

North Western FD (Excl. Saint Petersburg)

Volga FD Central FD

(Excl. Moscow)

Far East FD

Saint Petersburg

Moscow

Southern FD & North Caucasian FD

Ural FD

Siberian FD

45

50

55

60

65

70

75

0% 5% 10% 15% 20% 25%

15

Average = 10,9%

Average = 58,6

DEVELOPED

DEVELOPING

ONLINE RETAIL IN 3Q 2013

INTERNET PENETRATION BY REGIONS

NUMBER OF INTERNET USERS GROWTH RATE, SUMMER 2013 to SUMMER 2012 (Year over Year), %

Circle size corresponds to the population of federal district in 2012

Source: Enter Vision according to Public Opinion Foundation (FOM)

Page 16: Russian retail & online-retail - statistics 3 quarter 2013

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ONLINE-RETAIL IN 3Q 2013

VISITORS OF RUSSIAN INTERNET SHOPS UNIQUE DAILY VISITORS, MLN.

9,1 10,1 10,5 10,4 10,4

11,4 11,2 11,3

10,0 9,8 9,6 9,7 10,6

11,0%

11,4% 11,4%

11,0%

10,6%

11,0% 10,8% 10,8%

10,1% 9,9% 9,8% 9,7% 9,8%

сен.12 окт.12 ноя.12 дек.12 янв.13 фев.13 мар.13 апр.13 май.13 июн.13 июл.13 авг.13 сен.13

Аудитория сайтов в категории "Товары и услуги", млн. уникальных посетителей в день (среднее за месяц)

Доля в общей аудитории Рунета

Number of unique daily visitors of Internet Shops increases sharply: in September 2013 daily reach was 10,6 mln. unique visitors (growth 16% year over year), but the share in whole Russian Internet users decreased to 9,8%

Source: Enter Vision according to Liveinternet

Sep.12 Oct.12 Nov.12 Dec.12 Jan.13 Feb.13 Mar.13 Apr.13 May.13 Jun.13 Jul.13 Aug.13 Sep.13

Unique daily visitors of websites in category “Goods & Services”, mln. unique daily visitors (average for a month)

Share in total unique visitors of Runet

Page 17: Russian retail & online-retail - statistics 3 quarter 2013

25%

19%

2%

35%

-12%

-60%

-53%

6%

-11%

-8%

25%

17%

70%

-19%

71%

Company Retail segment

Average weekly traffic, thousands unique visitors, 3Q 2013

Growth 3Q to 2Q 2013, % Company Retail

segment

Average weekly traffic, thousands unique visitors, 3Q 2013

Growth 3Q to 2Q 2013, %

#1 Ozon.ru Mixed Product Range

#2 Wildberries.ru Apparel & Footwear

#3 Svyaznoy.ru Electronics & Home appliances

#4 Ulmart.ru Electronics & Home appliances

#5 Sotmarket.ru Electronics & Home appliances

#6 Enter.ru Mixed Product Range

#7 Lamoda.ru Apparel & Footwear

#8 Eldorado.ru Electronics & Home appliances

#9 Mvideo.ru Electronics & Home appliances

#10 Dns-shop.ru Electronics & Home appliances

#11 Wikimart.ru Mixed Product Range

#12 Exist.ru Auto Parts

#13 Citilink.ru Electronics & Home appliances

#14 E5.ru Mixed Product Range

#15 Shopotam.ru Cross-border sales

17

TOP-30 ONLINE RETAILERS

BY WEBSITE TRAFFIC IN 3Q 2013 (UNIQUE WEEKLY VISITORS FOR THE PERIOD 1ST JULY – 30TH SEPTEMBER 2013)

3 580

2 604

2 336

2 322

2 008

1 961

1 709

1 690

1 577

1 446

1 085

908

835

729

725

707

630

596

541

525

513

492

466

437

389

385

378

377

369

356

Source: Enter Vision. All the data is consolidated to be comparable and based on internet statistics

9%

-33%

4%

29%

-47%

174%

0%

61%

11%

-1%

-14%

-9%

27%

-1%

261%

#16 Foto.ru Electronics & Home appliances

#17 Utinet.ru Electronics & Home appliances

#18 Quelle.ru Apparel & Footwear

#19 Pleer.ru Electronics & Home appliances

#20 Sapato.ru Apparel & Footwear

#21 Kupivip.ru Apparel & Footwear

#22 Bonprix.ru Apparel & Footwear

#23 Euroset.ru Electronics & Home appliances

#24 Vseinstrumenti.ru Do It Yourself (DIY)

#25 Sportmaster.ru Sports & Outdoor

#26 E96.ru Mixed Product Range

#27 Bay.ru Cross-border sales

#28 Digital.ru Electronics & Home appliances

#29 Butik.ru Apparel & Footwear

#30 Komus.ru Mixed Product Range

Page 18: Russian retail & online-retail - statistics 3 quarter 2013

Auto Parts

Electronics & Home Appliances

Furniture

Apparel & Footwear

Perfumes & Cosmetics

Do It Yourself (DIY)

Mixed Product Range

Sports & Outdoors Kids`

Products

Household Goods

Cross-border Sales

Jewelry & Watches

0

100

200

300

400

500

600

700

800

900

-30% -20% -10% 0% 10% 20% 30% 40% 50% 60% 70% 80%

18

Average in 2Q = -4,5%

Average in 2Q = 285

DEVELOPED

WEBSITE TRAFFIC GROWTH BY ONLINE-RETAIL SEGMENTS

FOR THE 2Q 2013

Average values are based on companies and data, included in Enter Vision research “TOP-100 online-retailers in russia”: «Autoparts» segment - 4 companies, «Electronics & Home Appliances» - 25, «Furniture» - 6, «Apparel & Footwear» - 12, «Perfumes & Cosmetics» - 5, “Do It Yourself (DIY)”– 8, «Mixed Product Range» - 16, «Sports & Outdoors» – 6, «Kids ̀Goods» - 8, «Household Goods» - 4, «Cross-border Sales» - 3, «Jewelry & Watches» - 7. Source: Enter Vision. All the data is consolidated to be comparable and based on internet statistics

DEVELOPING

Page 19: Russian retail & online-retail - statistics 3 quarter 2013

Auto Parts

Electronics & Home Appliances

Furniture

Apparel & Footwear

Perfumes & Cosmetics Do It Yourself (DIY)

Mixed Product Range

Sports & Outdoor Kids`

Products Household Goods

Cross-border Sales

Jewelry & Watches

0

100

200

300

400

500

600

700

800

900

-30% -20% -10% 0% 10% 20% 30% 40% 50% 60% 70% 80%

19

Average in 3Q = 14,0%

Average in 3Q = 297

DEVELOPED

DEVELOPING

Average values are based on companies and data, included in Enter Vision research “TOP-100 online-retailers in russia”: «Autoparts» segment - 4 companies, «Electronics & Home Appliances» - 25, «Furniture» - 6, «Apparel & Footwear» - 12, «Perfumes & Cosmetics» - 5, “Do It Yourself (DIY)”– 8, «Mixed Product Range» - 16, «Sports & Outdoors» – 6, «Kids ̀Goods» - 8, «Household Goods» - 4, «Cross-border Sales» - 3, «Jewelry & Watches» - 7. Source: Enter Vision. All the data is consolidated to be comparable and based on internet statistics

WEBSITE TRAFFIC GROWTH BY ONLINE-RETAIL SEGMENTS

FOR THE 3Q 2013

Page 20: Russian retail & online-retail - statistics 3 quarter 2013

Games 810 ruR mln.

Software 740 ruR mln.

Search 470 ruR mln.

0

5

10

15

20

25

30

35

40

0 100 200 300 400 500 600

20

RETAIL SALES IN RUSSIA. 9 MONTHS 2013 DIRECT INVESTMENTS IN E-COMMERCE

12 050 RUR mln.

Source: Enter Vision according to mass media, startupafisha.ru

Circle size corresponds to the volume of investments made in January – September 2013

58,4% 12,9%

10,6%

1,8%

15,5% 1,0% Online-retailAgregatorsTourismB2BOnline PaymentsOther

Page 21: Russian retail & online-retail - statistics 3 quarter 2013

21

Инвестор Компания Специализация Инвестиции, $млн.

Lamoda Apparel & Footwear JP Morgan Shoptime Apparel & Footwear KupiVIP Ulmart E & HA* Svoboda Corp., Koshigi Ltd. KupiVIP Apparel & Footwear Accel Partners Vseinstrumenti.ru Do It Yourself (DIY) Zoom Capital Wikimart Mixed Product Range Tiger Global Management Obuv.com Apparel & Footwear D. Kostygin, A. Meyer Sotmarket Mixed Product Range IQ One (Utinet` managing company) KupiVip Apparel & Footwear MCI Management Mebelrama Furniture Rocket-Internet 003.ru Mixed Product Range Media-Saturn HomeMe.ru Furniture AddVenture, ABRT, Mangrove Capital Partners

$340 млн.

$208 млн.

50 45

38 30 30

25

15,5 10

6,5 5

~ 15-20

RETAIL SALES IN RUSSIA. 9 MONTHS 2013 KEY INVESTMENTS IN 2012 AND 9 MONTHS OF 2013

Lamoda Apparel & Footwear Access Industries, Summit Partners, Tengelmann Foto.ru E & HA* Ningbo Junhuey Holodilnik.ru E & HA* Media Capital Lamoda Apparel & Footwear International Finance Corporation MT-online E & HA* Pervaya Sputnikovaya Companiya Esky.ru Kids` Products ru-Net Holdings Bay.ru Cross-border Sales n/a TrendsBrands Apparel & Footwear Ventech

~ 55-80

130 30

10 ~10

6 4 3

~ 10-15

TOTAL IN 2012

TOTAL IN JANUARY – SEPTEMBER 2013

Source: Enter Vision according to Startupafisha.ru, Capital IQ; GP Bullhound

* - Electronics & Home Appliances

Page 22: Russian retail & online-retail - statistics 3 quarter 2013

22 11.12.2013

ДАРИМ ВРЕМЯ ДЛЯ НАСТОЯЩЕГО. ЧЕСТНО. С ЛЮБОВЬЮ. КАК ДЛЯ СЕБЯ. This research was conducted by Enter Vision team: Alexander Prokhorov, Igor Kulyukhin, Zhanna Bogdashina, Vladimir Titov.

Electronic publication by Enter «Retail & online retail in Russia: current statistics 3rd quarter 2013». Editorial office: 11/10 Ordjonikidze street. Managing editor: Kolotenko Andrei Vladimirovich. Authors: Center of Strategic Research Enter Vision. Release date: 03.12.2013. Certificate of mass media registration: Эл. №ФС77-48467, date of issue: 06.02.2012. Issued by Federal Service for Supervision in the Sphere of Telecom, Information Technologies and Mass Communications. This research was conducted by «Enter» LLC exclusively for the purpose of informing and designed for private use. Any copying and utilization of materials of this research is welcomed and allowed without written consent upon condition of mentioning “Enter Vision” or “Center of Strategic Research Enter Vision” as a source. All the information presented in this research is collected from publicly available sources. Editorial staff took all possible measures to ensure accuracy and actuality of information provided in this research. Editorial staff do not incur liabilities in case of any economic losses and damages resulted from utilization of materials of this research by third parties. Any additional information can be provided on demand. All trademarks belong to their rights holders and used according to legislation of Russian Federation. Copyright © ООО «Энтер»