- Russia has one of the largest internet markets in Europe, with 67% of the population connected and up to 80 million monthly users. - The domestic e-commerce market in Russia grew 26% in rubles but fell 22% in USD in 2015, totaling 651 billion rubles (about $10.5 billion). - Cross-border sales to Russia from other countries increased significantly between 2013-2015, totaling approximately $1.3 billion, $2.2 billion, and $3.4 billion respectively. - AliExpress became the top e-commerce site in Russia, overtaking eBay, driven by growth in packages sent to Russia, reaching over 1 million on peak days.

1. Europe’s largest Internet market
• 67% of the population connected: Still much
potential ahead
• Further growth fuelled essentially by the regions
(penetration rate around 60%)
• Currently up to 80 million users in Russia*
(+ 20 million Russian-speaking users outside Russia)
* Unique users monthly as of late 2015. EWDN estimate based on FOM data
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2. The domestic e-commerce market in 2015
+26% in rubles
–22% in USD
Total
market volume:
651bn
LONG-TERM
FORECAST:
$50 BILLION
Sources: NAMO (number of parcels), Data Insight (AOV)
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packages
and parcels
(+7% from 2014)
155m
Average order
value (up from
3,500 in 2014)
4,200
rub.
rub.
= $10.5bn

3. Cross-border sales to Russia in 2013-2015
Source: NAMO
Total Russian
B2C cross-border market:
Approximately
$1.3bn
Approximately
$2.2bn
2013 2014
40m packages
& parcels
75m packages
& parcels
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Approximately
$3.4bn
2015
135m packages
& parcels

4. Cross-border sales to Russia in 2013-2015
Source: EWDN & NAMO
Estimated share of fulfilled orders
from China
Around
40%
Around
70%
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At least
80%
2013 2014 2015

5. 2014: How AliExpress became #1 in Russia
0
2,000,000
4,000,000
6,000,000
8,000,000
10,000,000
12,000,000
14,000,000
16,000,000
How AliExpress overran eBay in Russia
(traffic of both sites in million monthly users
from Sept. 2013 to Aug. 2014)
Source: Gemius
RUSSIAN AUDIENCE:
#1 e-commerce site in Russia
PACKAGES TO RUSSIA:
At least +60% in 1 year
• May 2014:
120k packages per day
• Late 2014: at least
160k packages per day
• 1m+ packages
on peak days!
Source: EWDN expert pool
…ALIEXPRESS GROWTH
CONTINUED IN 2015!
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6. Top platforms for Chinese players in Russia
(by traffic in July 2015)
B2C platform
Many Chinese
retailers use US
marketplaces Amazon
and eBay to sell to
Russian consumers.
B2C platform
Online retailer
(market entry in June 2015)
C2C platform
B2C platform
B2B platform
B2C platform B2C platform
B2C platform
B2C platform
Based on number of monthly visits from Russian audience in July 2015 – Source: Similar Web via A. Petrovsky (Price.ru / Rambler & Co)
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7. Russian e-commerce export?
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2014
2015
Export: 1.4m
packages
& parcels
Export: 1.9m
packages
& parcels
Import: 135m
packages
& parcels
Import: 75m
packages
& parcels
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