Maksim Grishakov. Yandex.Market Beru Bringly

Transcription

1 Maksim Grishakov Yandex.Market Beru Bringly

2 Yandex Market (JV) Ecosystem and its elements Domestic e-commerce marketplace with 1P and 3P sales, along 15 product categories for basket shopping Yandex Market Ecosystem (YME) Parent company service offering Core consumer value proposition Value added services Cross-border platform with controlled logistics for safer deliveries and international branded products #1 search engine in Russia #1 bank in Russia Domestic and cross-border e-commerce platforms Product inspiration and evaluation platform Merchant support Value added services for merchants Retail logistics solutions In-house and 3 rd party logistics solutions Domestic product inspiration and evaluation platform, helping customers identify what they want to buy, and where to buy it Provides merchants with direct traffic to their website 2

3 Yandex.Market Leading service for product search and comparison Launch of the service on the basis of user-generated content (UGC) Launch of the offline FMCG pilot 160+bn RUB, GMV 3.0+mn DAU 20mn Number of orders Number of orders growth over 20% E-commerce market in Russia RUB trln. Estimate for FY , % Crossborder Domestic 1, >160 Source: ~20% of Domestic e-commerce passes through the Yandex Market platform E 3

4 Beru! Domestic marketplace 100k+ >1000 SKU 370k+ Partners DAU Launch of beta testing May 2018, end of beta testing October 2018 Launch of 15 categories of products Launch of the advertising campaign for Sberbank clients (Sberbank Online, Text-bank, Spasibo loyalty program) Establishment of the first regional fulfilment centre in Rostov-on-Don, allowing for next day delivery (NDD) introduction in the future Beru GMV One of the fastestgrowing marketplaces growth >70% in Russia, gaining popularity in top charts Apr May Jun Jul Aug Sep Oct Nov Dec Piloting completed 4

5 Beru! Beru! Guaranteed Multiple safe Multiple Quality stock of key payment options for control by products options delivery Beru 5

6 Electronics Appliances Computer Goods hardware for repair Washing and cleaning 15 Categories of consumer items on Beru Household products Goods for cottages Children's goods Food Beauty and hygiene Health Livestock products Sports and recreation Souvenirs Christmas goods

7 Beru opened its first regional warehouse in Rostov in early December Strategic priorities Next day delivery 3-4 warehouses to be established Highly efficient warehouse management system Built in-house platform and our technologies Regional Rostov warehouse opening to 1. Support next day delivery (NDD) delivery to Southern Federal District 2. Develop regional logistics capabilities between Moscow and Southbound population centers 3. Leveraging existing warehouse capabilities and logistics infrastructure Moscow Rostov-on-Don 7

8 Beru is actively working with Sberbank to lower client acquisition costs and quickly reach a wide audience 8

9 Cross-border market is the fastest-growing segment of the Russian e-commerce ~370 RUB bln Total value of cross-border e-commerce market in 2017 ~284 mln Number of parcels from cross-border stores, 2017 ~37% CAGR Growth rate of cross-border market over RUB Average order value (AOV) for Chinese platforms ~90% Share of packages, coming from China ~50% Share of cross-border value, coming from China

10 Bringly at a Glance Merchants from China, Turkey, Korea, India and Israel. UK, Germany, US, France and Italy to be added in 2019 Over 5 million products available for purchasing now and 20 million by the end of 2019 Unique M2M (marketplace-2- marketplace) partnerships with Hepsiburada and N11. More marketplaces to come Average delivery lead time 10 days, average order value RUB 10

11 Bringly Cross-border platform, offering high-quality logistics solutions and branded merchandise Development of the marketplace concept for cross-border trading has been completed Trading agreements with marketplaces 5m+ goods available 7-10 days, delivery to Moscow for most orders 20k suppliers from India, Korea, Turkey, etc. Faster delivery options with warehousing capabilities in Latvia Exclusive sets of best-sellers 5 m SKUs already offered 11

12 Bringly Global Logistics Network Logistics Hub 95% delivered within 7 days Logistics hub Dedicated line for SRM Dedicated line for SSRM Express delivery channel Consolidation of orders from UK, US and EU 95% delivered within 7 days 95% delivered within 15 days Bonded Warehouse Logistics hub Logistics hub Logistics hub Super fast delivery option Fulfilled by Yandex (FBY) bonded warehouse solution for the best selling items. Warehouse located in Riga, Latvia 95% delivered within 10 days Dedicated line express delivery Dedicated line for registered mail Dedicated line for SRM Dedicated line for SSRM Dedicated line postal / express delivery 12

13 Key strategic initiatives and focus for 2019 Marketplace Cross-border Logistics The development of the current product with a wide range of options for choosing WHAT to buy and not just WHERE to buy Development of operating technologies and investment in low prices Further development of crossborder trade on the Russian market with a pool of unique products Develop in-house warehouse order processing capabilities Regional and categorical expansion Restarting Mobile Application Development of user community, development of UGC, feedback. Prepare a basis for future growth in FMCG and comparing offline prices Exploring offline Product Comparison opportunities Assortment development in 15+ product categories. Starting work on the technology of cross-docking and drop-shipping Creating convenient tools for Merchants (analytics, price management) Investing in attractive prices Creation of a highly scalable content production factory Development of 3 main product categories: Fashion, Electronics, Beauty and Health. Building relationships with key partners in Europe and the United States to achieve an effective model of cross-border trade Improving cross-border shipping services. Ensuring the speed of delivery is not more than 10 days for 95% of shipments Preparing for expansion to the CIS countries after building up business processes in Russia Creating your own contact center to provide customers with the best service. Building a day-to-day delivery network in the vicinity of its own FF centers. Development of a network of own pickup points 13