Detsky Mir Expansion Strategy
Tackling online competition via a better offering
Price Leadership
123456
Broad & Exclusive
Assortment
Faster & Wider Delivery
detsky mir
Superior Customer
Experience
4-7% below Ozon/WB
Enabled by buying power
in children's goods
purchase volumes (market
share gap):
-
Threefold overall
Over tenfold in 1P
(Market share in total children's goods
retail in Russia, %)
2020
WILDBERRIES OZON
Total sales: 1P+3P
2%
1P Sales
4%
2%
9%
22%
22%
Large and growing share
of exclusive assortment
(Private labels & exclusive direct imports,
% of sales)
2024E
2020
44%
60%
60 minute click-and-
collect covers 80% of
Russia's population for
20-30k SKUs R²)
-
(2)
Ozon: not offered
- WB: not offered
60-120 minute express
courier delivery covers
280 cities for 20-30k
SKUS
(2)
-
Ozon: only Moscow
(c. 3K SKUs)
-
WB: not offered
(3)
Higher customer NPSⓇ
NOZO
2024E
●• detsky mir
Q2 2021
WILDBERRIES
55%
54%
56%
70%
(1) Based on Pricing Index calculated by Detsky Mir for a comparable basic children's goods purchase basket on each platform as of 30 June, 2021
(2) Assortment for a typical Detsky Mir branded store, which takes >50% of total market sales
(3) NPS as of Q2 2021 measured by Online Market Intelligence agency (external panel)
Source: Company data
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