4. Market size Since autumn 2010 we see conformity in estimates* of e-commerce market size: $7-8 bn. whole market $5.5-6.5 bn. material goods * estimates byData Insight, Public Opinion Foundation, Insales, Chamber of Commerce and Industry
5. Online&Offline, Russia &World 14% of Russian adult population shopped online in 2010; e-commerce accounts for 1,6% of all retail sales These numbers are comparable to some European countries, but they are 3-5 times lower than the EU average or United States level
7. E-commerce as share of retail (2010) Source:Forrester; Centre for Retail Research;Data Insight
8. Some specifics of the market Fragmented market without strong leaders High significance of Yandex.Market price comparison service High significance of price factor Cash payments still dominate
24. Place of residence:capitals or regionsIf all three factors coincide, online shoppers share could reach 90% All 3 factors have a positive effect also on frequency of online purchases and on volume of online spending
25. Income as a shopping driver Obvious dependence: with higher income more people buy online Online shoppers share against monthly income capitals regions Source:Data Insightusing МАСМИ data
26. Experience as a shopping driver Share of online shoppers is also growing along with the growth of the online experience Online shoppers share against internet experience capitals regions Source:Data Insightusing МАСМИ data
27. How quickly users become buyers? Time gap betweenbecoming Internet userand becoming online shopper Source:telephone survey, 3200 respondents, Moscow & SPB, 04.2011 60% of online shoppers have made their first online purchase more than 3 years later than they got Internet access
30. Where are the money? Purchases of more than 15 ths. roubles account for 15% of deals and63% of market volume. Expensive purchases are concentrated in six segments Distribution of purchasesabove 15K RUR (~$500) Source:telephone survey, 3200 respondents, Moscow & SPB, 04.2011
31. Market segments: capitals vs. regions High share of regions: books, CD/DVD, digital content, clothing & footwear Leadership of capitals: housewares, baby goods, portable electronics, computers, air & train tickets Dominance of capitals: household appliances, “black” electronics, food, concert tickets
34. Growth forecast Number of online shoppers will growfrom 14m in 2010 to 28m in 2015 CAGR 15% Market volume will grow from $8bn. in 2010to $18.5 bn. In 2015 CACR 18%
35. Growth factors Growth of Internet audience (+75% in 5 years) Growing online experience =>higher % of online shoppers, higher spending, higher frequency and diversity of online purchases Income growth (more money to spend)
36.
37. share of online shoppers from regions will grow from 60% to 73%
38. e-commerce in regions will grow 2.9 times in 5 years, while in capitals it will grow only 1.9 times
39.
40. Contacts Tel. +7 495 7254946 www.datainsight.ru Common questions: a@datainsight.ru Subscriptions for news monitorings: editor@datainsight.ru Fedor Virin facebook.com/fedor.virin luchiaen.livejournal.com twitter.com/#!/luchiaen Boris Ovchinnikov facebook.com/boris.ovchinnikov barouh.livejournal.com twitter.com/#!/barouh_boris
Notas do Editor
Или не average,а total?
The market volume of e-commerce in 2010 was 240
Или не average,а total?
В %% от населения Россия на уровне Италии и Прибалтики, но выбивается вверх, если в %% от инетчиков. Отчасти это можно обяъяснить тем, что Россия – не совсем Европа, а в остальном мире доля онлайн-покупателей в интернет-аудитории выше: В Азии (Китай, Корея) 95% интернетчиков покупает онлайн, в Штатах и Бразилии – 85%
Или не average,а total?
По всей выборке доля покупателей в столицах выше, чем в регионах, на 57% - а внутри групп по стажу в среднем на 40%, групп по доходам – на 43%, групп по стажу и доходам – 31%Стаж и доходы объясняют 47% различия между столицами и регионами
В идеале график переделать на доллары (по курсу 30 рублей). Подписать прирост - +127 млрд (или сколько там в баксах) для столиц и +182 млрд для регионов
категория «москвичи 25-44 лет, не менее 5 лет интернет-стажа, доход 45 тыс.руб. и более»(~2% от российской интернет-аудитории)90% из них покупают в онлайне55% делают это регулярно(в среднем раз в месяц и чаще)
Speed? Intensity?
Высокая доля регионов – это 60-70% от покупателей (столицы – 30-40%)Преобладание столиц – 50-60% в столицах, 40-50% в регионахДоминирование столиц – 65-80% в столицах, 20-35% в регионах
Если успеем, перед этим слайдом еще 1-2 слайда про оплату карточками
Сюда несколько буллетов – основные прогнозы по росту (в людях и деньгах) из отчета по рынку e-commerce