World meat industry news

In the first quarter of 2023, online food sales in Russia will grow by 4%, which is less than the level of the previous quarter, when sales amounted to 182 billion rubles. This is reported by Kommersant with reference to the forecast of the Infoline agency. In annual terms, over the past year, the market growth rate has decreased from 130% to 30%.

Infoline analysts estimated that in 2022 Sbermarket was in first place in food sales with a turnover of 103.5 billion rubles, VkusVill took second place with 91.2 billion rubles, Samokat was third with 82. 5 billion rubles The most dynamic in 2022 was demonstrated by Delivery Club, whose turnover grew 2.28 times to RUB 30.7 billion, as well as Wildberries, which increased turnover by 94.7% to RUB 57.2 billion, and Ozon, with an increase of 91 .9% to 58.1 billion rubles.

The deteriorating economic situation and increased competition have accelerated the trend towards consolidation of the online sales market. In 2022, the share of “other” companies (local retailers, manufacturers and suppliers of food products) in the online food sales market decreased from 19.6% to 12.3%, Kommersant writes. At the same time, the largest players in the FMCG market are shifting their focus to development, using all possible sales channels: their own online stores, sales through delivery services and marketplaces.

According to Mikhail Burmistrov, CEO of Infoline-Analytics, quarter-on-quarter dynamics will be affected by a slowdown in food inflation relative to the high base of March last year, an unstable income situation, a decrease in the number of delivery service customers, and an increase in the number of consumers saving on food products. The positive dynamics of the market in the fourth quarter of last year was influenced by a large-scale increase in investments in marketing and an increase in the share of promotions among the largest players, Kommersant writes.

Meanwhile, according to the Association of Internet Trade Companies (AKIT), which Oleoscope refers to, over the past calendar year, Russians have spent a total of 659 billion rubles on ordering food through online services, which is 58% more than in 2021 th (417 billion rubles). At the same time, the average check increased by only 1% to 1110 rubles.

In early February, the operator of fiscal data, First OFD, released a report stating that Russians began to spend 12% less on food and services. Compared to December last year, expenses decreased by 16%. The number of purchases decreased by 13%. On February 14, Kommersant, citing data from the First OFD, wrote that consumer activity began to grow. Thus, in the first week of February, sales in monetary terms increased by 9% year-on-year, and by 13% in physical terms.