UKRAINE RETAIL DEVELOPMENT Report prepared by Nielsen Ukraine Company©2014 Copyright. Confidential and proprietary.

August

2014

OUTLETS DEVELOPMENT BY REGIONS

TOTAL UKRAINE OUTLET FORMATS

DEVELOPMENT

RESUME

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1314

1145

371

869

1452

1328

979

754

821

1471

1258

944

625

747

1434

0 200 400 600 800 1000 1200 1400 1600

Petrol stations

Tobacconists

Pharmacies

Perfumeries

H/S/M

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TOTAL # OF STORES OF EACH FORMATS TOP RETAILERS ON TOTAL UKRAINE

███ 2012 year

████ 2013 year

██████ 2014 year Aug

NIELSEN KEY ACCOUNTS COOPERATORS | DEVELOPMENT BY QUANTITY

▲▼ quantity change Aug’14 vs. Jul’14

Format # of stores ▲▼

Hyper|Super|Mini

└ Silpo 248 ▼ 2

└ Fora 199 ▲ 2

└ Brusnichka 125 ▼ 9

└ Eko-market 103 0

└ Furshet 103 ▼ 1

└ Pakko (Vopak) 90 0

└ Rukavychka 70 0

Perfumeries

└ Watsons 325 ▼ 9

└ Eva 257 ▼ 3

└ Kosmo 86 ▼ 2

* АТB 881 0

* Tavriya V 58 ▲ 1

* Velyka Kyshenya 51 0

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CR

KS

MY

OD

15,7% 11,3% 15,1% 11,4% 15,2% 15,2%▼0,7 pp ▼0,3 pp ▲0,4 pp ▼0,7 pp ▲0,2 pp ▼0,2 pp

1043 775 976 1061 603 425

1071

▲1,3 pp

16,1%

LG

DN

ZP

KR DP

KH

SM

PL KM

RV

ZK

LV

VO

CV

TP

IF

KY

CG

CK

ZT

VI

Kyiv

WEST

CEN

TER

KY

IV

NO

RTH

-EA

ST

SO

UTH

-EA

ST

EA

ST

SO

UTH

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NIELSEN REGIONS

ACV % ▲▼acv % change in 2012 vs 2011

total # of stores

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Format # of stores ▲▼

Hyper|Super|Mini 347 0

└ Pakko (Vopak) 81 0

└ Rukavychka 70 0

└ Avanta (555,Kolibris,Nash) 51 0

└ Barvinok 45 0

└ Silpo 36 0

└ Nash Kray 23 ▼ 2

└ Furshet 16 0

└ other banners 25 ▲ 2

* Barva 8 0

* Novus 4 ▲ 1

* Tavriya V 2 0

Perfumeries 102 ▲ 1

Pharmacies 43 ▲ 1

Tabacconists 101 0

Petrol stations 459 ▲ 2

Metro Cash&Carry 5 0

Khmelnytska Хмельницька

Rivnenska Рівненська

Zakarpatska Закарпатська

Lvivska Львівська

Volynska Волинська

Chernivetska Чернівецька

Ternopilska Тернопільська

Ivano-Frankivska Івано-Франківська

SH

OP

TY

PES

RETA

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S

Aug’14 vs. Jul’14

└ Top retailers based on # of stores in current regions

* Top non-cooperating retailers based on # of stores in current regions

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Format # of stores ▲▼

Hyper|Super|Mini 236 ▲ 3

└ Fora 67 ▲ 1

└ Soyuz 44 0

└ Silpo 27 ▲ 1

└ Eko-market 26 ▲ 1

└ Furshet 17 0

└ Polissya produkt 14 0

└ Pakko (Vopak) 9 0

└ other banners 32 0

* ATB 94 0

* VK 11 0

* Novus 3 0

Perfumeries 84 ▲ 3

Pharmacies 41 0

Tabacconists 81 ▲ 1

Petrol stations 234 0

Metro Cash&Carry 2 0└ Top retailers based on # of stores in current regions

* Top non-cooperating retailers based on # of stores in current regions

Kyivska Київська

Chernigivska Чернігівська

Cherkaska Черкаська

Zhytomyrska Житомирська

Vinnytska Вінницька

SH

OP

TY

PES

RETA

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S

Aug’14 vs. Jul’14

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Kyiv Київ

Format # of stores ▲▼

Hyper|Super|Mini 276 ▼ 2

└ Fora 117 ▲ 1

└ Silpo 52 ▼ 3

└ Eko-market 34 0

└ Furshet 22 0

└ BILLA 19 0

└ Bi-market 15 0

└ Varus 9 ▼ 1

└ other banners 8 ▲ 1

* ATB 59 0

* VK 31 0

* Novus 14 0

Perfumeries 204 0

Pharmacies 106 ▲ 3

Tabacconists 216 0

Petrol stations 140 0

Metro Cash&Carry 4 0

SH

OP

TY

PES

RETA

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S

└ Top retailers based on # of stores in current regions

* Top non-cooperating retailers based on # of stores in current regions

Aug’14 vs. Jul’14

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Format # of stores ▲▼

Hyper|Super|Mini 113 0

└ Brusnichka 30 0

└ Silpo 29 0

└ Eko-market 20 0

└ Fora 14 0

└ Furshet 7 0

└ BILLA 4 0

└ Fozzy 2 0

└ other banners 37 0

* ATB 127 0

* Digma 15 0

* Klass 10 0

Perfumeries 105 ▲ 3

Pharmacies 93 ▲ 3

Tabacconists 661 ▲ 1

Petrol stations 92 0

Metro Cash&Carry 3 0

NORTH -

EAST

Kharkivska Харківська

Sumska Сумська

Poltavska Полтавська

SH

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S

└ Top retailers based on # of stores in current regions

* Top non-cooperating retailers based on # of stores in current regions

Aug’14 vs. Jul’14

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Format # of stores ▲▼

Hyper|Super|Mini 169 0

└ Silpo 54 0

└ Varus 41 0

└ Brusnichka 28 0

└ Furshet 13 0

└ Amstor 9 0

└ BILLA 5 0

└ Eko-market 1 0

└ other banners 18 0

* ATB 266 0

* VK 3 ▲1

* Auchan 2 0

Perfumeries 182 ▲ 2

Pharmacies 64 ▼ 2

Petrol stations 150 0

Metro Cash&Carry 4 0

SOUTH -

EAST

Zaporizka Запорізька

Kirovogradska Кіровоградська

Dnipropetrovska Дніпропетровська

SH

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TY

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S

└ Top retailers based on # of stores in current regions

* Top non-cooperating retailers based on # of stores in current regions

Aug’14 vs. Jul’14

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EAST

Luganska Луганська

Donetska Донецька

Format # of stores ▲▼

Hyper|Super|Mini 159 ▼ 23

└ Brusnichka 67 ▼ 9

└ Absolut 29 ▼ 2

└ Amstor 17 ▼ 4

└ Obzhora 13 0

└ Eko-market 9 ▼ 1

└ Furshet 8 ▼ 1

└ Silpo 8 0

└ other banners 8 ▼ 6

* ATB 170 ▼ 56

* VK 3 0

* Auchan 1 0

Perfumeries 82 ▼ 56

Pharmacies 4 ▼ 10

Petrol stations 24 ▼ 42

Metro Cash&Carry 3 ▼ 1

SH

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└ Top retailers based on # of stores in current regions

* Top non-cooperating retailers based on # of stores in current regions

Aug’14 vs. Jul’14

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SOUTH

Krym Автономна Республіка Крим

Khersonska Херсонська

Mykolaivska Миколаївська

Odeska Одеська

Format # of stores ▲▼

Hyper|Super|Mini 152 0

└ Silpo 42 0

└ Kardinal 15 0

└ Vezunchik 30 0

└ Furshet 20 0

└ Eko-market 11 0

└ Fresh 11 0

└ BILLA 3 0

└ other banners 20 0

* ATB 108 0

* Tavriya V 52 0

* Novus 8 0

Perfumeries 110 0

Pharmacies 20 ▼ 2

Tabacconists 190 ▲ 1

Petrol stations 215 0

Metro Cash&Carry 4 0

SH

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└ Top retailers based on # of stores in current regions

* Top non-cooperating retailers based on # of stores in current regions

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RESUME AUG’14

At the country level Silpo is the leader on number of stores by format of Hyper/Super/Minimarkets (among cooperators). By format of perfumeries - leader is Watsons retailer. Among the no-cooperating retailers - ATB. Over August leader on opening new outlets is Fora (+2). Among the perfumeries no one retailer opens new store (only closed). Among non-cooperators – Tavriya V (+1) South is the largest region on ACV% (actual cash value), also on ACV% growth comparing last year (2012 vs 2011) and by the number of stores. WEST: Pakko|Vopak - leading retailer on stores number there. Fora is the largest retailer by the number of stores in KYIV and CENTER (w/o Kyiv). NORTH-EAST: The largest on quantity is Silpo and Brusnichka. No one retailer opened new stores in August in this region. SOUTH-EAST: Silpo has the largest amount of stores in region. No one retailer opened new stores in August in this region. Among no-cooperators VK opened 1 stores. EAST: The largest retailer is Brusnichka and it closed -9 stores. Among no-cooperators ATB closed -56 stores. SOUTH: The largest is Silpo. No one retailer opened new stores in August in this region.