Sber experts estimated offline trading losses due to marketplaces

Over the past two years, offline retail has lost about 20% of potential turnover due to the overflow of demand for marketplaces in the non-food retail segment, experts from Sberbank's Center for Financial Analytics reported based on the results of a study conducted to study the market situation in the retail sector.

According to the study, the number of non-food retail stores decreased by 4% over the year. The number of employees employed in offline retail has also decreased: in the most affected market segments, reductions have reached an average of 10%. At the same time, marketplaces, on the contrary, are actively growing: for example, over the past three years, the share of purchases of non—food products has almost doubled - from 18% to 32%.

"Since 2024, especially since the second half of the year, there has been a tendency that, against the background of a general slowdown, the revenue growth rate of non-food stores as a whole has been lower than inflation. For five consecutive quarters, there has been a decline in retail real income, including a drop in nominal terms over the past three quarters. The categories of clothing, footwear, and electronics were particularly hard hit... Companies are forced to optimize costs by reducing space and staff, closing unprofitable facilities. However, such changes have not led to a sharp spike in unemployment, as dismissed employees quickly find new jobs amid labor shortages. Such reductions do not lead to overdue loans for these employees. Sberbank is a creditor for many, and we see that there are few overdue payments, especially long-term delays, among such dismissed employees," said Mikhail Matovnikov, head of Sberbank's Financial Analytics Center.

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