Detsky Mir Expansion Strategy
detsky mir
4
Zoozavr - entering promising pets supplies market
Store Format
■ 200sqm total/170sqm selling area
■ At shopping center or street retail, close to a chain food retailer
■ Comprehensive assortment:
~6.5k SKUs in store
>10.0K SKUs online - Upcoming private labels range
■ Store capex of RUB 3-4m
■ Cross-integration with DM: stores, ordering, pickups, logistics
Effective online coverage of entire Russia via DM's footprint
3003ABP
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Why Zoozavr?
■
Russian pet supplies market is large at RUB 296bn (2020)
■ Solid market growth outlook
8.3% 2020-24E CAGR, outpacing children's goods
Rising pet ownership rate, while children's birth rates are sluggish
Same low elasticity to macro as children's goods
■ High fragmentation with weak competition
Top 5 specialist players account for only 8% market share
No highly recognized brand or large, well-funded and efficient player
■ Large overlap with children's goods target customers and suppliers
10-22"
КИБЕР
ЕДНИ
SOMEE 1000
ΤΟ ΒΑΡΟΣ
СО СКИДКОЙ
0.50%
Source: Company data
КИБЕР
SMA 1932
ДНИ
D
50%
TIBHA
2002
Performance highlights in 2020
✓ RUB 350m sales
Share of online sales reached
56% in total sales
Loyalty program members
generated ~75% of total sales
Immediate steps
✓ 70+ new stores in 2021
✓ Launch of 7 private labels with
600 SKUs in 1Q'22
✓ Develop veterinary supplies
category to differentiate vs.
online competition
2
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