Detailed content of the report:

Part I. Retail and consumer market indicators

1.1. GDP dynamics and structure

1.2. Dynamics of key balance of payment indicators

1.3. Exchange rate and key rate dynamics

1.4. Consumer price index

1.5. Retail trade turnover

1.6. Retail turnover by types of goods

1.7. Demography and migration

1.8. Consumer spending dynamics

1.9. Consumer confidence

1.10. Household income dynamics

1.11. The structure of monetary income and expenses of the population

1.12. State of consumer lending and deposits

1.13. Deposit volume

1.14. Consumer and mortage loans

PART II. Key retail events

2.1. Goverment regulation of retail trade

PART III. FMCG retail indicators

3.1. Structure of food retail turnover

3.2. Number and selling space of TOP-200 FMCG chains

3.3. Selling space structure and growth of TOP-200 FMCG chains

3.4. Selling space structure of TOP-200 FMCG chains by formats

3.5. Food retail market structure

3.6. Rating of TOP-10 FMCG retailers at the end of Q4 of 2024

3.7. Rating of TOP-10 FMCG retailers at the end of 2024

3.8. Rating and performance of publicly listed FMCG retail chains

3.9. Comparable sales of public FMCG retail chains

3.10. Financial performance and investments of public FMCG retail chains

3.11. Stock prices and capitalization of publicly listed FMCG retail chains

PART IV. Case. Rating of FMCG retail chain loyalty programs

4.1. Methodology of rating calculation

4.2. Regional coverage of loyalty programs of the largest FMCG retail chains

4.3. Types of loyalty programs of the largest FMCG retail chains

4.4. Coverage and penetration level of programs of the largest FMCG retail chains

4.5. Digitalization of loyalty programs of the largest FMCG retail chains

4.6. Leaders of the rating of loyalty programs of the largest FMCG retail chains: an integral rating

4.7. Ratings on individual indicators of loyalty programs for groups with different levels of regional coverage

4.8. Trends in the development of loyalty programs of the largest FMCG retail chains in Russia

PART V. Online-sales and E-Grocery

5.1. E-grocery market dynamics

5.2. INFOLine E-grocery Russia Top Rating

5.3. E-grocery market structure

5.4. Omnichannel development strategies of leading FMCG chains

PART VI. Regional retail development FMCG

6.1. Regional structure of the RTT

6.2. Regional structure of the RTT Food

6.3. Regional structure of the RTT Non-Food

6.4. Rating of the largest retail chains in Moscow and the Moscow Region

6.5. Rating of the largest retail chains in the Central FD (CFD excluding Moscow and the MR)

6.6. Rating of the largest retail chains in St. Petersburg and the Leningrad region

6.7. Rating of the largest retail chains in the North Western FD (NWFD excluding SPB and the LR)

6.8. Rating of the largest retail chains in the Volga FD (VFD)

6.9. Rating of the largest retail chains in the Urals FD (UFD)

6.10. Rating of the largest retail chains in the Southern FD (SFD) and North Caucasian FD (NCFD)

6.11. Rating of the largest retail chains in the Siberian FD (SFD) and Far Eastern FD (FEFD)

Classification of retail facilities by format

List of sources

Usage agreement

About the author — INFOLine groups of companies

The Industry Overview contains more than 119 charts

Key economic trends in Russia in 2025

• Dynamics of foreign exchange rates to ruble

• Russias federal budget deficit and surplus, RUB trillion

• Consumer price index, % versus the same month last year

• Loan interest rates and key rate of CBR, national banks and FRS, %

Part I. Retail and consumer market indicators

• Dynamics of Russian basic macroeconomic indicators, %
• Structure of Russias GDP by economic sectors, %
• Current account components of the Russian Federation by years,
  USD bn
• Current account components of the Russian Federation by quarters,
  USD bn
• Dynamics of foreign exchange rates to ruble
• Rates on mortgage loans and loans to non-financial organizations granted in rubles during the month and CBR key rate, %
• Consumer price index, in % year-on-year
• Consumer price index, in % year-on-year
• Retail trade turnover dynamics, in % year-on-year
• Retail trade turnover dynamics, %
• Food retail turnover dynamics, in % year-on-year
• Non-Food retail turnover dynamics, in % year-on-year
• Natural population increase and net migration in the Russian Federation, ths people
• Number of births and deaths in Russia, ths people
• Consumer spending dynamics, % year-on-year
• Consumer spending dynamics, % year-on-year (without sales on marketplaces)
• Consumer confidence index for Russia as a whole, %
• Consumer confidence index by federal districts (FD), %
• Dynamics of real wage and real incomes of the population, %
• Distribution of population by per capita income values, %
• The structure of monetary income of the population by sources of income, %
• The structure of public spending in the following areas, %
• Deposits and loans of individuals at the end of the period
• Loan volume and changes in the retail deposit volume
• Volume of retail deposits in rubles and foreign currency and funds on escrow accounts
• Deposit volume change versus the previous month of the current year
• Consumer loan volume and changes in debt versus the previous month
  of the current year
• Mortgage loan volume and changes in debt versus the previous month
  of the current year

PART III. FMCG retail indicators

• Food retail turnover dynamics by sales channels by years, RUB trln
• Food retail turnover structure by sales channels by years, %
• Quarterly dynamics of Food retail turnover by sales channels, RUB trln
• Quarterly Food retail turnover structure by sales channels, %
• Number of facilities owned by TOP-200 FMCG chains in Russia at the end of the period
• Change in the number of facilities owned by TOP-200 FMCG chains in Russia
• Space growth of TOP-200 FMCG chains in Russia, ths sq. m
• Space growth structure of TOP-200 FMCG chains in Russia, %
• Selling space structure of TOP-200 FMCG chains in Russia by formats at the end of the period, mln sq.m
• Selling space structure of TOP-200 FMCG chains in Russia by formats at the end of the period, %
• Food retail market structure in Russia in 2023, %
• Food retail market structure in Russia in 2024, %
• Revenue of leading FMCG retailers
• Number of facilities and selling space of leading FMCG
  retailers at the end of the period
• Revenue of leading FMCG retailers
• Number of facilities and selling space of leading FMCG
  retailers at the end of the period
• Retail revenue of publicly listed FMCG retail chains
• Like-for-like (LFL) sales dynamics of publicly listed FMCG retail chains, %
• Retail revenue of publicly listed FMCG retail chains
• Like-for-like (LFL) sales dynamics of publicly listed FMCG retail chains, %
• Average receipt in comparable stores of public FMCG chains, %
• Traffic in comparable stores of public FMCG chains, %
• Financial performance of public FMCG chains according to IAS 17 standard
• Capitalization of publicly listed retailers on the Moscow Exchange
• Dynamics of capitalization of publicly listed retailers on the Moscow Exchange
  versus December 30, 2019, %
• Capitalization of X5 Group, Magnit PJSC and Fix Price, RUB bn
• Capitalization of Lenta LLC, OZON, RUB bn

PART IV. Case. Rating of FMCG retail chain loyalty programs

• The level of regional coverage of bonus-accumulative and hybrid loyalty programs (the number of regions is 2 or more), units.
• Availability of loyalty programs in the TOP-50 FMCG networks as of the beginning of the Q4 of 2024, %
• Types of loyalty programs by type of basic mechanics, %
• User coverage level: the number of registered and active users at the beginning of the Q4 of 2024, mln people.
• The level of penetration of loyalty programs into receipts (as a percentage of the number of receipts) and into turnover (as a percentage of sales) for 9M of 2024.
• The share of purchases via digital media for 9M of 2024, %
• MAU of digital services at the beginning of the Q4 of 2024, ths people

PART V. Online-sales and E-Grocery

• Share of online sales in Food RTT by quarters
• Food RTT dynamics in online and offline channels by quarters
• E-grocery market dynamics by years
• E-grocery market dynamics by quarters
• E-grocery market dynamics by missions and delivery times by years
• E-grocery market dynamics by missions and delivery times by quarters
• INFOLine E-Grocery Russia TOP Rating based on the results of 2024 (FMCG sales in RUB bn including delivery services with VAT)
• INFOLine E-Grocery Russia TOP Rating based on the results of Q4 of 2024 (FMCG sales in RUB bn including delivery services with VAT)
• Average ticket of major E-grocery market players in Q4 of 2024
• INFOLine E-Grocery Russia TOP rating by the number of orders,
  ths per day
• INFOLine E-Grocery Russia TOP rating by food sales in RUB bn with VAT
• INFOLine E-Grocery Russia TOP rating by food sales in RUB bn with VAT
• Online FMCG sales rating by holdings,
  RUB bn with VAT
• E-grocery market structure by quarters, %
• Online FMCG sales rating by holdings,
  RUB bn with VAT
• E-grocery market structure by quarters, %
• Leading FMCG chains in terms of retail turnover, RUB bn without VAT
• Online-sales of leading FMCG chains, RUB bn without VAT

PART VI. Regional retail development FMCG

• RTT structure by federal districts of the Russian Federation, %
• The number of regions with positive dynamics of RTT in physical terms compared
  to the same period of the previous year
• RTT Food structure by federal districts of the Russian Federation, %
• The number of regions with positive dynamics of RTT Food in physical terms compared to the same period of the previous year
• Shares of Russian regions in RTT Food, %
• Dynamics of the shares of the 11 largest regions of Russia in the RTT Food
• RTT Non-Food structure by federal districts of the Russian Federation, %
• The number of regions with positive dynamics of RTT Non-Food in physical terms compared to the same period of the previous year
• Shares of Russian regions in RTT Non-Food, %
• Dynamics of the shares of the 11 largest regions of Russia in the RTT Non-Food

All ratings of the largest FMCG chains by Federal Districts include the following charts:

• Revenue and share in the RTO Food TOP-5 FMCG chains in the market of the FD
• The number of facilities and retail space of the TOP 5 FMCG chains in the market of the FD