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

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

2. ABOUT «ENTER VISION»
CENTER OF STRATEGIC RESEARCH
ENTER VISION
FURNITURE MARKET IN RUSSIA.
RETAIL AND ONLINE-RETAIL IN THE 1ST HALF OF 2013
was founded in 2011 by Enter company.
• 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
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:
OCTOBER 2013
TOP-100 ONLINE-RETAILERS.
1. Market & industry reports
2. Competitive environment analysis
3. Ad-hoc research
НАШИ КОНТАКТЫ:
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
SEPTEMBER 2013
Website: WWW.ENTER.RU/RESEARCH
E-Mail: RESEARCH@ENTER.RU
Facebook: WWW.FACEBOOK.COM/RESEARCH.ENTER
SlideShare: WWW.SLIDESHARE.NET/RESEARCH_ENTER
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
FEBRUARY 2013
2

3. RETAIL IN RUSSIA IN 3Q 2013
SUMMARY
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.
3

4. RETAIL IN RUSSIA IN 3Q 2013
MACROECONOMIC INDICATORS
Nominal GDP
+1,2%
In current prices (inc. inflation), bln rub.
Real GDP growth, year over year
In constant prices (excl. inflation), %
Retail share in nominal GDP
In current prices (inc. inflation), %
+1,2%
+3,0%
11 925
14 646
13 348
15 880
13 802
16 350
15 013
34,3%
33,5%
1Q
2Q
3Q
2011
4Q
14 988
16 111
n/a
35,0%
35,1%
34,3%
17 434
*
34,0%
34,1%
1Q
2Q
35,0%
35,2%
n/a
4Q
1Q
2Q
3Q
33,6%
3Q
2012
2013
RUSSIAN ECONOMY GROWS SLOWER THAN EXPECTED:
GROWTH RATE OF REAL GDP IN III QUARTER AMOUNTED TO 1,2% AS WELL IS IN II QUARTER
* Rosstat estimation, 12.11.2013
Source: Enter Vision according to Rosstat.
4

5. WORLDWIDE RETAIL SALES. 9
MONTHS 2013
RETAIL GROWTH RATES
RETAIL SALES
China
European Union
(27 countries)
14,2% 13,5%
1,4% 0,2%
FOOD
RETAIL SALES
NON-FOOD
RETAIL SALES*
18,7% 20,2%
18,4% 18,1%
2,0% 1,4%
USA
5,3% 4,0%
3,5% 2,4%
Brazil
12,1% 11,7%
15,6%
South Africa
9,5% 7,0%
Turkey
Russia
14,5%
9,2%
12,0% 10,8%
12,2%
11,1%
0,4%
0,5% 0,0%
5,2% 3,7%
8,7% 9,7%
8,7%
14,5% 14,6%
13,4%
8,7% 11,8%
13,5%
4,6%
TOP-3 segments of non-food retail by
growth rate in 9 months 2013 (year over year)
Communication Appliances
Furniture
Jewelry
Health & Beauty
Apparel & Footwear
Electronics
29,8%
26,4%
26,1%
1,3%
-0,8%
-1,4%
Jewelry
Household goods & DIY
Furniture
10,3%
6,8%
5,1%
Health & Beauty Goods
Perfumes & Pharmacy
Household goods & DIY
Apparel & Footwear
Household Goods
Perfumes & Cosmetics
8,4%
Apparel & Footwear
Perfumes & Pharmacy
Household Equipment
8,2%
Sports & Outdoor
Auto Parts
Toys & Games
16,3%
15,0%
10,7%
8,0%
5,8%
0,6%
17,3%
12,2%
10,3%
26,6%
20,9%
15,7%
* Non-food retail does not include retail sales of automobiles and fuel.
Retail growth rate in current prices (incl. inflation) in 9 months 2012 to 9 months 2011, %
Retail growth rate in current prices (incl. inflation) in 9 months 2013 to 9 months 2012, %
Source: Enter Vision according to US Census, Eurostat, NBSC,
IBGE, Statistics South Africa, Turkstat, Rosstat
5

6. WORLDWIDE RETAIL SALES. 3
QUARTER 2013
RETAIL GROWTH RATES
RETAIL SALES
China
European Union
(27 countries)
USA
Brazil
South Africa
Turkey
Russia
FOOD
RETAIL SALES
NON-FOOD
RETAIL SALES*
13,6% 13,9%
19,5% 20,1%
17,1% 15,6%
1,3% 0,5%
3,9% 5,1%
12,3% 12,7%
8,8% 6,3%
11,0% 13,6%
2,2%
1,8%
0,4% 0,5%
2,3% 1,4%
3,2% 4,2%
16,0% 12,1%
12,5%
7,3%
TOP-3 segments of non-food retail by
growth rate in 3Q 2013 (year over year)
Communication Appliances
Furniture
Automobiles
Health & Beauty
Electronics
Apparel & Footwear
0,7%
-1,2%
-1,5%
Household goods & DIY
Jewelry
Furniture
9,5%
9,2%
7,1%
Health & Beauty Goods
Perfumes & Pharmacy
Household goods & DIY
17,7%
16,7%
11,9%
Apparel & Footwear
10,3%
8,3%
0,5%
14,6% 16,7%
3,5%
10,3% 13,1%
10,1% 11,0%
12,4%
6,5%
7,4%
Household Goods
Perfumes & Cosmetics
6,0%
-0,6%
Apparel & Footwear
19,8%
Perfumes & Pharmacy
Household Equipment
12,1% 9,8%
27,0%
23,7%
21,7%
Perfumes & Cosmetics
Sports & Outdoor
Games & Toys
17,9%
11,3%
20,5%
17,9%
17,3%
* Non-food retail does not include retail sales of automobiles and fuel.
Retail growth rate in current prices (incl. inflation) in 3Q 2012 to 3Q 2011, %
Retail growth rate in current prices (incl. inflation) in 3Q 2013 to 3Q 2012, %
Source: Enter Vision according to US Census, Eurostat, NBSC,
IBGE, Statistics South Africa, Turkstat, Rosstat
6

7. RETAIL SALES IN RUSSIA IN 3Q 2013
DYNAMICS & STRUCTURE
 Non-food products still have larger share in retail sales but demonstrate decreasing of growth rates
FOOD RETAIL SALES
2 050 2 200
2 299 2 555
2 211
2 840
2 477 2 676 2 808
2 381 2 530
2 808
2 530
2 299
+11,0%
+10,1%
NON-FOOD RETAIL SALES
2 135
3 260
221
2 963 3 260 2 762 2 995 33221
2 890
2 762 2 995
2 731 2 963
2 602 2 890 2 479 2 731
2 373
+8,7%
+13,9%
NON-FOOD RETAIL SALES (excl. auto & fuel sales)
2 233 1 956
1 702 1 848 2 003
2 526
2 092 2 252
2Q
3Q
2011
4Q
1Q
2Q
3Q
2012
4Q
2 400
2 252
2 151
2 264 2 400
2 003
+6,5%
+12,4%
1Q
3 221
2 963
2 602
1Q
2Q
2013
3Q
3Q
3Q
3Q
2011
2012
2013
Source: Enter Vision according to Rosstat. Growth in current prices (year over year), %
7

8. RETAIL SALES IN RUSSIA.
3Q 2013
REGIONAL STRUCTURE
Food retail share, %
Non-food retail share, %
TOTAL IN RUSSIA
+ 9,8%
47% 53%
GROWTH OF RETAIL SALES IN RURSSIA
IN 3Q 2013 (year over year), %
6 029 BLN RUR
42% 58%
RETAIL TURNOVER IN RUSSIA
IN 3Q 2013
+7,8%
50% 50%
North Western FD:
498 BLN RUR
+10,0%
47% 53%
48% 52%
Central FD:
1 822 BLN RUR
45% 55%
47% 53%
+8,7%
Southern FD:
519 BLN RUR
47% 53%
+ 10,6%
Volga FD:
1 026 BLN RUR
+ 12,6%
Far Eastern FD:
207 BLN RUR
+11,6%
Ural FD:
421 BLN RUR
44% 56%
+ 8,8%
Siberian FD:
599 BLN RUR
+ 8,7%
North Caucasian FD:
293 BLN RUR
Source: Enter Vision according to Rosstat
Growth in current prices (year over year), %
8

9. NON-FOOD RETAIL SALES IN RUSSIA IN 3Q 2013
TOP-10 REGIONS BY
NON-FOOD RETAIL SALES
Region*
#1
Moscow
region
Non-food sales**
RUR bln.
Growth rate in 3Q 2013
(year over year,
in current prices)
Top segments of non-food retail by growth rate in 3Q 2013
(year over year, in current prices)
Jewelry & Watches
177
-2,3%
62%
40%
Electronics & Home Appliances
37%
Auto Parts
#2
#3
#4
Krasnodar
region
Sverdlovskaya
region
Republic of
Tatarstan
Perfumes & Cosmetics
133
+5,0%
125%
Furniture
125%
Auto Parts
129
+8,8%
#5
74%
Toys & Games
33%
Books, Newspapers & Magazines
31%
Auto Parts
106
+6,2%
42%
Perfumes & Cosmetics
34%
Household Goods & DIY
32%
Perfumes & Cosmetics
Rostov
region
68%
Sports & Outdoor
101
+9,2%
* 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), %
18%
Toys & Games
13%
Jewelry & Watches
13%
9

10. NON-FOOD RETAIL SALES IN RUSSIA IN 3Q 2013
TOP-10 REGIONS BY
NON-FOOD RETAIL SALES
Region*
#6
Republic of
Bashkortostan
Non-food sales**
RUR bln.
Growth rate in 3Q 2013
(year over year,
in current prices)
Top segments of non-food retail by growth rate in 3Q 2013
(year over year, in current prices)
Jewelry & Watches
99
+12,2%
38%
Apparel & Footwear
28%
Auto Parts
27%
Perfumes & Cosmetics
#7
Tyumen region
97
+12,0%
134%
108%
Furniture
102%
Toys & Games
Toys & Games
#8
Samara region
78
+20,1%
166%
Auto Parts
161%
121%
Perfumes & Cosmetics
#9
Nizhni Novgorod
region
Sports & Outdoor
+5,8%
Auto Parts
18%
Medical Goods & Drugs
69
19%
16%
Medical Goods & Drugs
Chelyabinsk
#10
region
69
-2,0%
* 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), %
9%
Perfumes & Cosmetics
9%
Furniture
9%
10

11. RETAIL SALES IN RUSSIA.
9 MONTHS 2013
GROWTH RATE IN RETAIL SEGMENTS
9M 2011 to 9M 2010
(Year over Year)
9M 2012 to 9M 2011
(Year over Year)
9M 2013 to 9M 2012
(Year over Year)
Food
Non-food
Non-food (excl. auto, fuel)
Sports & Outdoor
n/a
n/a
Auto Parts
Toys & Games
Perfumes & Cosmetics
Jewelry and Watches
Electronics & Home Appliances
Furniture
Household Goods & DIY
Apparel & Footwear
Books, Newspapers & Magazines
Volume growth in constant prices (excl. inflation), year over year
Sales growth in current prices (incl. inflation), year over year
Electronics & Home Appliances include computers, mobile phones, audio, video- & foto equipment, TVs, Fridges, Wash Mashines and storage devices.
H ous ehold Goods & D IY include textiles, household chemical goods, tableware, floor coverings, building materials.
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
11

12. RETAIL SALES IN RUSSIA.
3Q 2013
GROWTH RATE IN RETAIL SEGMENTS
3Q 2011 to 3Q 2010
(Year over Year)
3Q 2012 to 3Q 2011
(Year over Year)
3Q 2013 to 3Q 2012
(Year over Year)
Food
Non-food
Non-food (excl. auto, fuel)
Perfumes & Cosmetics
Sports & Outdoor
n/a
n/a
Toys & Games
Jewelry & Watches
Furniture
Electronics & Home Appliances
Household Goods & DIY
Apparel & Footwear
Auto Parts
Books, Newspapers & Magazines
Volume growth in constant prices (excl. inflation), year over year
Sales growth in current prices (incl. inflation), year over year
Electronics & Home Appliances include computers, mobile phones, audio, video- & foto equipment, TVs, Fridges, Wash Mashines and storage devices.
H ous ehold Goods & D IY include textiles, household chemical goods, tableware, floor coverings, building materials.
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
12

13. RETAIL MARKET IN 3Q 2013
PUBLIC COMPANIES RESULTS
RUSSIAN MARKET
2012 to 2011
1Q 2013 to 1Q 2012
2Q 2013 to 2Q 2012
13,4%
10,0%
8,3%
9,9%
Detskiy Mir
M.Video
K-Rauta
20,6%
20,0%
19,6%
27,8%
12,0%
-2,0%
40,8%
14,7%
5,5%
33,2%
10,4%
-1,3%
FOOD RETAIL
9,4%
12,1%
12,4%
11,0%
Lenta
Magnit
Dixy
O`KEY
X5 Retail Group
22,4%
33,6%
43,7%
26,0%
2,2%
29,1%
30,4%
21,9%
17,0%
7,5%
26,4%
32,4%
23,3%
21,5%
5,9%
37,9%
29,0%
22,8%
19,9%
4,3%
(Year over Year)
NON-FOOD RETAIL
(excl. auto & fuel sales)
Kids` Products
Electronics & HA *
DIY
(Year over Year)
(Year over Year)
3Q 2013 to 3Q 2012
(Year over Year)
Growth rates in current prices (including inflation), year over year
Revenue growth rate of the companies, year over year
* - Electronics & Home Appliances
Source: Enter Vision according to Rosstat, financial reporting of the companies, mass media.
13

14. RETAIL MARKET IN 3Q 2013
PUBLIC COMPANIES RESULTS
WORLDWIDE MARKETS
2012 to 2011
(Year over Year)
KIDS` PRODUCTS
UK
Mothercare
USA
Build-a-Bear
USA
Children’s Place
1Q 2013 to 1Q 2012
(Year over Year)
2Q 2013 to 2Q 2012
(Year over Year)
3Q 2013 to 3Q 2012
(Year over Year)
-6,0%
-3,4%
5,5%
-4,8%
8,1%
-3,5%
-3,4%
1,8%
6,0%
-0,5%
-0,8%
-1,6%
9,3%
20,1%
42,4%
-9,6%
14,0%
15,9%
15,3%
-0,4%
17,4%
10,6%
9,4%
-0,2%
-0,4%
-4,3%
7,4%
-0,5%
5,2%
1,9%
9,5%
10,3%
8,0%
7,5%
7,4%
7,3%
ELECTRONICS & HOME APPLIANCES
Brazil
Via Varejo
Turkey
Teknosa
USA
Best Buy
8,7%
4,8%
39,5%
0,2%
Kingfisher
Byggmax
The Home Depot
Lowe’s
-2,4%
3,4%
6,2%
0,6%
China Suning Appliance
HOUSEHOLD GOODS & DIY
UK
Sweden
USA
USA
Revenue growth rate of taken companies, year over year
Source: Enter Vision according to media, Reuters and financial reports.
14

15. ONLINE RETAIL IN 3Q 2013
INTERNET PENETRATION BY REGIONS
75
Average = 10,9%
DEVELOPED
Moscow
Circle size corresponds to the population of
federal district in 2012
70
Saint Petersburg
65
North Western FD
(Excl. Saint Petersburg)
60
Average = 58,6
Ural FD
Siberian FD
Far East FD
55
Volga FD
50
Central FD
(Excl. Moscow)
Southern FD &
North Caucasian FD
DEVELOPING
45
0%
5%
10%
15%
20%
25%
NUMBER OF INTERNET USERS GROWTH RATE, SUMMER 2013 to SUMMER 2012 (Year over Year), %
Source: Enter Vision according to Public Opinion Foundation (FOM)
15

16. ONLINE-RETAIL IN 3Q 2013
VISITORS OF RUSSIAN INTERNET SHOPS
UNIQUE DAILY VISITORS, MLN.
 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%
9,1
10,1
10,5
11,4
10,4
10,4
11,2
11,3
10,0
9,6
9,7
11,4% 11,4%
11,0%
11,0%
11,0%
10,6%
10,8% 10,8%
10,1%
сен.12
Sep.12
9,8
10,6
окт.12
Oct.12
ноя.12
Nov.12
дек.12
Dec.12
янв.13
Jan.13
фев.13
Feb.13
мар.13
Mar.13
апр.13
Apr.13
май.13
May.13
9,9%
июн.13
Jun.13
9,8%
9,7% 9,8%
июл.13
Jul.13
авг.13
Aug.13
сен.13
Sep.13
Unique daily visitors категории "Товары и услуги", млн. уникальных посетителей в день (среднее за месяц)
Аудитория сайтов в of websites in category “Goods & Services”, mln. unique daily visitors (average for a month)
Доля в общей unique visitors of Runet
Share in total аудитории Рунета
Source: Enter Vision according to Liveinternet
16

17. TOP-30 ONLINE RETAILERS
BY WEBSITE TRAFFIC IN 3Q 2013
(UNIQUE WEEKLY VISITORS FOR THE PERIOD 1ST JULY – 30TH SEPTEMBER 2013)
Company
#1 Ozon.ru
Retail
segment
Average weekly traffic,
thousands unique
visitors, 3Q 2013
Growth
3Q to 2Q 2013,
%
3 580
Mixed Product Range
#5 Sotmarket.ru
Electronics &
Home appliances
Electronics &
Home appliances
Electronics &
Home appliances
2 008
#6 Enter.ru
Mixed Product Range
#7 Lamoda.ru
Apparel & Footwear
1 709
1 690
#10 Dns-shop.ru
Electronics &
Home appliances
Electronics &
Home appliances
Electronics &
Home appliances
#11 Wikimart.ru
Mixed Product Range
#12 Exist.ru
Auto Parts
908
#13 Citilink.ru
Electronics &
Home appliances
835
#14 E5.ru
Mixed Product Range
729
#15 Shopotam.ru
Cross-border sales
725
#4 Ulmart.ru
#8 Eldorado.ru
#9 Mvideo.ru
#18 Quelle.ru
1 085
596
Electronics &
Home appliances
541
Apparel & Footwear
525
#21 Kupivip.ru
Apparel & Footwear
513
-60%
#22 Bonprix.ru
Apparel & Footwear
492
-53%
#23 Euroset.ru
-47%
174%
0%
61%
Electronics &
Home appliances
466
707
25%
630
19%
2%
35%
-12%
6%
#24 Vseinstrumenti.ru Do It Yourself (DIY)
437
-11%
#25 Sportmaster.ru
Sports & Outdoor
389
-8%
-14%
#26 E96.ru
Mixed Product Range
385
25%
-9%
#27 Bay.ru
Cross-border sales
378
17%
#28 Digital.ru
Electronics &
Home appliances
377
#29 Butik.ru
Apparel & Footwear
369
Mixed Product Range
356
11%
1 577
1 446
Apparel & Footwear
#19 Pleer.ru
29%
2 322
Growth
3Q to 2Q 2013, %
Electronics &
Home appliances
Electronics &
Home appliances
#16 Foto.ru
4%
2 336
Average weekly traffic,
thousands unique
visitors, 3Q 2013
#20 Sapato.ru
1 961
#3 Svyaznoy.ru
Retail
segment
#17 Utinet.ru
9%
2 604 -33%
#2 Wildberries.ru Apparel & Footwear
Company
-1%
27%
-1%
261% #30 Komus.ru
70%
-19%
Source: Enter Vision. All the data is consolidated to be comparable and based on internet statistics
71%
17

18. WEBSITE TRAFFIC GROWTH BY ONLINE-RETAIL SEGMENTS
FOR THE 2Q 2013
Average in 2Q = -4,5%
Electronics & Home
Appliances
Mixed Product Range
900
Apparel & Footwear
800
DEVELOPED
700
600
500
Cross-border
Sales
Auto Parts
Average in 2Q = 285
300
Perfumes &
Cosmetics
Jewelry &
Watches
400
Do It Yourself (DIY)
200
Furniture
Kids`
Products
Sports & Outdoors
100
DEVELOPING
Household Goods
-30%
-20%
-10%
0
0%
10%
20%
30%
40%
50%
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
60%
70%
80%
18

19. WEBSITE TRAFFIC GROWTH BY ONLINE-RETAIL SEGMENTS
FOR THE 3Q 2013
DEVELOPED
900
Average in 3Q = 14,0%
800
Electronics & Home
Appliances
700
Mixed Product Range
Apparel & Footwear
600
Cross-border Sales
500
400
Auto Parts
Average in 3Q = 297
300
Perfumes & Cosmetics
Furniture
200 Do It Yourself (DIY)
Sports &
Outdoor
-30%
-20%
-10%
0
Jewelry & Watches
Kids`
Products
100
0%
10%
DEVELOPING
Household Goods
20%
30%
40%
50%
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
60%
70%
80%
19

20. RETAIL SALES IN RUSSIA.
9 MONTHS 2013
DIRECT INVESTMENTS IN E-COMMERCE
40
15,5% 1,0%
1,8%
35
10,6%
30
25
58,4%
12,9%
Software
740 ruR mln.
Online-retail
Agregators
Tourism
B2B
Online Payments
Other
12 050 RUR mln.
20
Circle size corresponds to the volume of
investments made in January – September 2013
15
10
5
0
Games
810 ruR mln.
Search
470 ruR mln.
0
100
200
300
400
500
600
Source: Enter Vision according to mass media, startupafisha.ru
20

21. RETAIL SALES IN RUSSIA.
9 MONTHS 2013
KEY INVESTMENTS
IN 2012 AND 9 MONTHS OF 2013
Компания
Lamoda
Foto.ru
Holodilnik.ru
Lamoda
MT-online
Esky.ru
Bay.ru
TrendsBrands
Apparel & Footwear
E & HA*
E & HA*
Apparel & Footwear
E & HA*
Kids` Products
Cross-border Sales
Apparel & Footwear
Инвестор
Специализация
Access Industries, Summit Partners, Tengelmann
Ningbo Junhuey
Media Capital
International Finance Corporation
Pervaya Sputnikovaya Companiya
ru-Net Holdings
n/a
Ventech
TOTAL IN JANUARY – SEPTEMBER 2013
Lamoda
Shoptime
Ulmart
KupiVIP
Vseinstrumenti.ru
Wikimart
Obuv.com
Sotmarket
KupiVip
Mebelrama
003.ru
HomeMe.ru
Apparel & Footwear
Apparel & Footwear
E & HA*
Apparel & Footwear
Do It Yourself (DIY)
Mixed Product Range
Apparel & Footwear
Mixed Product Range
Apparel & Footwear
Furniture
Mixed Product Range
Furniture
JP Morgan
KupiVIP
Svoboda Corp., Koshigi Ltd.
Accel Partners
Zoom Capital
Tiger Global Management
D. Kostygin, A. Meyer
IQ One (Utinet` managing company)
MCI Management
Rocket-Internet
Media-Saturn
AddVenture, ABRT, Mangrove Capital Partners
TOTAL IN 2012
Инвестиции, $млн.
130
30
~ 10-15
10
~10
6
4
3
$208 млн.
~ 55-80
50
45
38
30
30
25
~ 15-20
15,5
10
6,5
5
* - Electronics
& Home
Appliances
$340 млн.
Source: Enter Vision according to Startupafisha.ru, Capital IQ; GP Bullhound
21

22. 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»
11.12.2013
22