俄罗斯顶级连锁超市的大合并开启了整合竞争

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俄罗斯顶级连锁超市的大合并开启了整合竞争
2021-11-18
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本周,俄罗斯两家顶级连锁超市宣布斥资数百万美元收购竞争对手,以期在俄罗斯利润丰厚的食品杂货行业扩大影响力。

Two of Russias top supermarket chains have announced multi-million dollar deals to buy out competitors this week as they vie to boost their footprints in Russias lucrative grocery industry.


周二,俄罗斯最大的超市品牌Magnit签署了一项920亿卢布(12.5亿美元)的协议,收购零售折扣连锁Dixy,而Lenta周三签署了2.15亿欧元(2.63亿美元)的协议收购Billa连锁商店。

Magnit — the single largest supermarket brand in Russia — inked a 92-billion ruble ($1.25 billion) deal Tuesday to buy out the discount Dixy retail chain, while Lenta signed Wednesday to buy out the Billa chain of stores for 215 million euros ($263 million).


这些交易是俄罗斯食品杂货市场多年来发生的最大变化,标志着分析师和公司内部人士所说的行业主要参与者之间新一轮整合和争夺市场份额的开始。

The deals are the biggest changes in Russias grocery market for years and signal the start of what analysts and company insiders say could be a new wave of consolidation and competition for market share among the top players.


Lenta首席财务官Rud Pedersen告诉《莫斯科时报》:“当我们将俄罗斯市场与西欧市场进行比较时,俄罗斯市场要更加分散。”

When we compare the Russian market with that of western Europe, the Russian market is far more fragmented,” Lenta CFO Rud Pedersen told The Moscow Times.


俄罗斯五大食品杂货连锁店控制的市场份额不到整个市场的三分之一,仅为许多西欧国家同类市场份额的一半。

Russias five largest grocery chains control less than a third of the entire market — half the comparable market share in many western European countries.


“将会出现整合,”Pedersen说。

There will be consolidation,” Pedersen said.

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