Key trends and developments of Eastern European FMCG markets
Key trends and developments of Eastern European FMCG markets
Ivan Uzunov Senior Research Analyst Euromonitor International
Euromonitor International ©
Key trends and developments of Eastern European FMCG markets
Euromonitor International ©
Outline Go
About Euromonitor International
Go
Global retail market overview
Go
Focus: Romanian retail market
Go
Future developments
Go
Learning Historical Lessons
Go
Winners and Losers 2
Key trends and developments of Eastern European FMCG markets
About Euromonitor International
Euromonitor International ©
Key trends and developments of Eastern European FMCG markets
Euromonitor International ©
Euromonitor International A trusted business intelligence source Helping clients make informed decisions
Consumer-focused: industries, countries, consumers
Passport
Subscription services and custom research Custom research
600 analysts in 80 countries Regional research hubs and industry specialist client support teams
4
Key trends and developments of Eastern European FMCG markets
Euromonitor International ©
Our research approach Consistent methodology for all countries
Rigorous data validation and cross country checks
Benefits from close client relationships
Comparable definitions and coverage
Multiple sourcing for accuracy, perspective and insight
In-depth research in each country: published data, opinion, analysis
Concurrent international level research 5
Key trends and developments of Eastern European FMCG markets
Euromonitor International ©
Global retail market overview
6
Key trends and developments of Eastern European FMCG markets
Euromonitor International ©
Global Retailing market performance in 2008
North America US$ 2,880 billion Growth 2%
Western Europe US$ 3,440 billion Growth 8%
Latin America US$ 786 billion Growth 16% *Current Retail Value RSP excl Sales Tax
Eastern Europe US$ 663 billion Growth 18%
Middle East and Africa US$ 468 billion Growth 9%
Asia Pacific US$ 2,725 billion Growth 11%
Australasia US$ 209 billion Growth -11% 7
Key trends and developments of Eastern European FMCG markets
Euromonitor International ©
Global Retailing market performance in 2008
Romania US$31 billion Growth 13%
Bulgaria US$11 billion Growth 12%
Poland US$97 billion Growth 4%
Ukraine US$43 billion Growth 24%
Czech Republic US$35 billion Growth 8%
Hungary US$35 billion Growth 8%
Slovakia US$19 billion Growth 18% 8
Key trends and developments of Eastern European FMCG markets
Euromonitor International ©
Trends 2008: Developed Markets
9
Key trends and developments of Eastern European FMCG markets
Euromonitor International ©
Trends 2008: Emerging Markets
10
Key trends and developments of Eastern European FMCG markets
Euromonitor International ©
Europe: RSP growth 2000-2008
11
Key trends and developments of Eastern European FMCG markets
Euromonitor International ©
Retail Formats Development: % of total grocery retail sales
12
Key trends and developments of Eastern European FMCG markets
Euromonitor International ©
Focus: Romanian retail market
13
Key trends and developments of Eastern European FMCG markets
Euromonitor International ©
Romanian retail trade in figures Store based retailing: Data Type
Unit
Outlets
outlets
Selling space
'000s sq m
Retail RSP ex VAT (curr, local) Million Local Currency
2008
Growth 07/08
137,895.00
0.56%
8,238.29
4.85%
72,867.09
13.73%
2008
Growth 07/08
2,105.11
23.97%
Non store retailing:
Data Type
Retail rsp ex VAT (curr, local)
Unit
Million Local Currency
Key trends and developments of Eastern European FMCG markets
Euromonitor International ©
Trends 2008: Romania
15
Key trends and developments of Eastern European FMCG markets
Euromonitor International ©
Competitive landscape
16
Key trends and developments of Eastern European FMCG markets
Euromonitor International ©
Future developments
17
Key trends and developments of Eastern European FMCG markets
Euromonitor International ©
Crisis outlook
18
Key trends and developments of Eastern European FMCG markets
Crisis outlook
Euromonitor International ©
Key trends and developments of Eastern European FMCG markets
Euromonitor International ©
Learning Historical Lessons
20
Key trends and developments of Eastern European FMCG markets
Euromonitor International ©
Western European Crisis 2002-2004
21
Key trends and developments of Eastern European FMCG markets
Euromonitor International ©
Argentina Crisis 1999 – 2002 Sales growth erratic during and following downturn year
350,000.0 80.0
120,000.0
60.0 300,000.0
100,000.0
40.0 250,000.0
80,000.0
20.0 200,000.0
60,000.0 0.0 150,000.0 1999-00 2000-01 2001-02 2002-03 2003-04 2004-05 2005-06 2006-07 2007-08 40,000.0 -20.0 100,000.0 -40.0 50,000.0
20,000.0 0.0
0.0 Supermarkets
Annual disposable income
% Growth Value of retailing sales (ARS mn)
Sales in Retailing income retailing hit by fall in disposable dispoable income
1999
2000
2001
Health and beauty specialist retailers
Small grocery 2002 2003 retailers 2004 Clothing and footwear s pecialist retailers
Annual disposable income
Electronics and appliance specialist retailers
Retailing 22
Key trends and developments of Eastern European FMCG markets
Euromonitor International ©
Winners and Losers
23
Key trends and developments of Eastern European FMCG markets
Euromonitor International ©
Past Crises: Winners and Losers
Winning
•Hypermarkets •Supermarkets •Discounters •Internet retailing
Loosing
•Home and garden retailers •Leisure and personal goods retailers •Clothing and footwear retailers •Electronics and appliance retailers •“Traditional” retailers
24
Key trends and developments of Eastern European FMCG markets
Euromonitor International ©
Winners and Losers of 2008/2009
• Grocery retailers
• Internet retailers
• Electronics and appliance specialist retailers
• Leveraged retailers 25
Key trends and developments of Eastern European FMCG markets
Euromonitor International ©
Q&A Ivan Uzunov Euromonitor International – Eastern Europe e-mail:
[email protected]
Euromonitor International London +44 20 7251 8024 Vilnius +370 5 243 1577 Chicago +1 312 922 1115 Singapore +65 6429 0625 Shanghai +86 21 6335 2808 Dubai + 971 4 609 1340 Cape Town +27 21 552 0037 Chile +56 02 7992426
26
