POLISH SECTOR AD 2020

WWW.DLAHANDLU.PL HOW

Traditional market has of shares, Polish FMCG retail 46 % TO modern trade 54 % sector is worth There is around 80 K traditional shops BITE 260 bln pln and 14 K modern trade shops IT? HOW TO BITE IT?

25 % of houshold Sales of bio Food prices 30 % of sales is Big penetraion of Strong pressure Frequent monthly income is product is increased by “promotional” private labels on suppliers and changes in legal spent on food 0,7 bln pln 4 % in 2020 sale – 30 % producers regulations – 0,5 % of the entire fmcg market (+20 % yty) POLISH Price oriented — „Loyal” to promotions and sales, not to the store CONSUMER brand (shopping at 6 different store brands) — 1/3 of consumers are promotion hunters PROFILE — ECO, VEGE, BIO is a trend for big cities but most of consumers live outside of big cities — Consumers choose modern convenience and proximity (12 visits in discounts, 13 in traditional shops, 14 in bakeries/monthly) — Orientation for local and hiper-local products THE IMPACT OF PANDEMIC ON POLISH RETAIL

In 2020 price is Consumers Consumers Consumers Consumers Consumers start Retailers invest again the main search for look for local search for healthy choose nearby to be open for in self-service factor of shop and “simpler” products, so each products (+40 shops: discounts, e-grocery checkouts product selection, non-processed has % YTY), so each convenience, and cashless so retail flirts with products and its Polish, local retail chain has its traditional payments and hard discount bigger packages, product shelf „health corner” e-commerce format because they solutions returned to cooking at home TURNOVERS IN BLN PLN NUMBER OF SHOPS WHOLESALERS:

Biedronka 55,7 Żabka 6002 23,8 BLN PLN, 18,5 3002 15K FRANCHISE SHOPS 11,5 Delikatesy Centrum 1556 10,62 Dino 1218 SPECJAŁ 8 BLN PLN, 9,62 Lidl 720 5,6 K FRANCHISE SHOPS Rossmann 8,82 Stokrotka 650 Żabka 8,3 386 MAKRO 6,6 BLN PLN, MAIN Dino 7,9 301 2,6 K FRANCHISE SHOPS Tesco 7,1 286 Stokrotka 4 Carrefour 244 +650 (TRANSGOURMET) convenience stores Netto 3,5 3,6 BLN PLN HEROS Kaufland 220 E.Leclerc 3,1 Intermarche 200 Intermarche 2,1 153 – TOUGH Polomarket 1,97 141 Aldi 1,5 Auchan 74 +33 SPAR 0,7 E.Leclerc 46 PLAYERS 0,37 bi1 7 CONTACT INFO

WEBSITES: Dlahandlu.pl Portalspozywczy.pl Sadyogrody.pl Farmer.pl Propertynews.pl

EVENTS: FRSIH (www.frish.pl) EEC (eecpoland.eu)

CONTACT: [email protected] WWW.DLAHANDLU.PL