Quarterly review "Food Retail and the Russian Consumer Market: Results of 2025-2026" (готовится к выходу)
- Release date: 27.02.2026
- Number page: 766
- Lang. report: English
- Price:280000 руб 3813 USD 3206 EUR

Research objectives:
overview of FMCG retail industry indicators;
compilation of ratings of FMCG segment retailers by revenue, number of retail facilities, volume of retail space, by trade formats and regions of presence;
overview of the vector of industry development by describing the most important events;
forecasting the development of the industry;
development of a scenario forecast for the development of the Food retail market;
analysis of the activities of the largest companies in the industry;
analysis of consumer behavior of the population;
review and analysis of government regulation.
Areas of use of the research results: benchmarking, competitor analysis, marketing and strategic planning, customer and partner search, preparation for negotiations with retail chains.
Key market parameters: In 9M 2025, retail trade turnover in comparable prices increased by 2.1% to RUB 44.6 trln: retail sales of food products increased by 1.7% to RUB 21.6 trln, and non–food products – by 2.8% to RUB 23.0 trln. The total number of outlets operated by the TOP-200 FMCG chains as of October 31, 2025, exceeded 132.7 ths, with their total retail area – 41.2 mln sq. m.
Time frame of the study: Dynamics since 2015, results of the Q4 and 2025 (№4 2025), Q1 2025 (№1 2026), H1 2026 (№2 2026), 9M 2026 (№3 2026); macroeconomic indicators of retail trade, demand in the consumer market, market capacity and dynamics by segment, operational indicators of retail chains.
Study dates: December 2025 – November 2026
The product comprises 4 reports:
2025 results (release date: March 2026)
№1 2026 Q1 2026 Results (release date: June 2026)
№2 2026 Q2 2026 Results (release date: September 2026)
№3 2026 Q3 2026 Results (release date: December 2026)
Advantages of the study:
innovative format in the form of an electronic presentation;
structured description and analysis of FMCG market trends and prospects;
forecasts for the development of the largest FMCG chains;
The research is based on an annually updated and replenished database of more than 1,000 of Russia"s largest retail chains in various areas of trade. Throughout the year analysts non-stop collect, aggregate, verify, and analyze operational and financial indicators of Russian retail companies;
ratings of FMCG retail chains (TOP-10) by financial and operational indicators;
FMCG retail chain ratings (TOP-5) by federal district.
Objectives and structure of the study by sections:
Key economic trends in Russia in 2026
Part I. Retail and consumer market indicators Macroeconomic indicators of retail trade: GDP dynamics and structure. Dynamics of key balance of payments indicators. Exchange rate and key rate dynamics. Consumer price index. Retail trade turnover. Retail turnover by types of goods. Demography and migration. Consumer appending dynamics. Consumer confidence. Household income dynamics. The structure of monetary income and expenses of the population. State of consumer lending and deposits. Deposit volume. Consumer and mortgage loans.
Part II. Key retail events Government regulation of retail trade.
Part III. FMCG retail indicators Structure of food retail by sales channel. Stores and selling space of TOP-200 FMCG chains. Selling space structure and growth of TOP-200 FMCG chains. Selling space structure of TOP-200 FMCG chains by formats. Selling space structure and growth of TOP-200 FMCG chains. Food retail market structure. Food retail share dynamics of TOP-10 FMCG retailers. Rating of TOP-10 FMCG retailers based on Q4 of 2025 results. Rating of TOP-10 FMCG retailers based on 2025 results. Rating and performance of publicly listed FMCG retail chains. LFL-sales of public FMCG retail chains. Financial performance and investments of public FMCG retail chains. Stock prices and capitalization of publicly listed FMCG retail chains.
Part IV. Online-sales and E-grocery E-grocery market dynamics. INFOLine E-grocery Russia Top Rating. E-grocery market structure. Omnichannel development strategies of leading FMCG chains. Development of
Part V. Regional retail development FMCG Regional structure of the retail trade, including Food and Non-Food. FMCG chains ratings for 8 federal districts, as well as for St. Petersburg and Leningrad region, Moscow and Moscow region.
Information sources:
data from the Federal State Statistics Service, the Ministry of Economic Development of the Russian Federation, and the Central Bank of the Russian Federation;
reports and reports of international and domestic companies in accordance with IFRS;
INFOLine analytical databases: "TOP 200 largest FMCG retail chains in Russia";
INFOLine ratings: INFOLine RETAIL RUSSIA TOP-100, FMCG RETAIL RUSSIA TOP, DIY RETAIL RUSSIA TOP, HOUSEHOLD RETAIL RUSSIA TOP, etc.; INFOLine research: INFOLine Retail Russia TOP-100, "DIY Russia Market", "Household Russia Market";
regular media monitoring within the framework of the Thematic News services: "Food industry and the Russian food market", Thematic news: "Food retail and FMCG Russia retail chains"
We remind you that INFOLine customers receive the most favorable terms of service, discounts, participation in industry events, as well as their materials.
Expert support of our product has become one of the most popular options when subscribing to INFOLine"s quarterly industry review "Food Retail and the Russian Consumer Market: Results of 2025-2026" in recent years.
How does it work?
INFOLine experts offer you:
discuss the research results with your company"s specialists, focusing on key indicators and key industry trends;
speaking at your company"s corporate event with an analytical report and an extended presentation;
You: purchase our industry review " Food Retail and the Russian Consumer Market: Results of 2025-2026". We will help you effectively apply it in your company"s work.
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Part I. Retail and consumer market indicators
1.1. GDP dynamics and structure
1.2. Dynamics of key balance of payment indicators
1.3. Exchange rate and key rate dynamics
1.4. Consumer price index
1.5. Retail trade turnover
1.6. Retail turnover by types of goods
1.7. Demography and migration
1.8. Consumer spending dynamics
1.9. Consumer confidence
1.10. Household income dynamics
1.11. Structure of monetary income and expenses of the population
1.12. Consumer lending and deposits
1.13. Deposit volume
1.14. Consumer and mortgage loans
PART II. Key retail events
PART III. FMCG retail indicators
3.1. Structure of food retail by sales channel
3.2. Stores and selling space of TOP-200 FMCG chains
3.3. Selling space structure of TOP-200 FMCG chains by formats
3.4. Selling space structure and growth of TOP-200 FMCG chains
3.5. Food retail structure
3.6. Food retail share dynamics of TOP-10 FMCG retailers
3.7. Rating of TOP-10 FMCG retailers
3.8. Rating of TOP-10 FMCG retailers
3.9. Rating and performance of publicly listed FMCG retail chains
3.10. LFL-sales of public FMCG retail chains
3.11. Financial performance and investments of public FMCG retail chains
3.12. Stock prices and capitalization of publicly listed FMCG retail chains
PART IV. Online-sales and E-Grocery
4.1. E-grocery market dynamics
4.2. INFOLine E-grocery Russia Top Rating
4.3. E-grocery market structure
4.4. Omnichannel development strategies of leading FMCG chains
4.5. Development of dark store delivery by leading FMCG chains
PART V. Regional retail development FMCG
5.1. Regional structure of the retail trade
5.2. Regional structure of the Food retail
5.3. Regional structure of the Non-Food retail
5.4. Rating of the largest retail chains in Moscow and the Moscow Region
5.5. Rating of the largest retail chains in the Central FD (CFD excluding Moscow and the Moscow Region)
5.6. Rating of the largest retail chains in St. Petersburg and the Leningrad region
5.7. Rating of the largest retail chains in the North Western FD (NWFD excluding St. Petersburg and the Leningrad Region)
5.8. Rating of the largest retail chains in the Volga FD (VFD)
5.9. Rating of the largest retail chains in the Urals FD (UFD)
5.10. Rating of the largest retail chains in the Southern FD (SFD) and North Caucasian FD (NCFD)
5.11. Rating of the largest retail chains in the Siberian FD (SFD) and Far Eastern FD (FEFD)
Classification of retail facilities by format
List of sources
Usage agreement
About the author — INFOLine groups of companies
The Industry Overview contains more than 116 charts
Key economic trends in Russia in 2026
Dynamics of foreign exchange rates to ruble
Russias federal budget deficit and surplus, RUB trln
Consumer price index, % versus the same month last year
Loan interest rates and key rate of CBR, central banks and the US Fed, %
Part I. Retail and consumer market indicators
Dynamics of Russian basic macroeconomic indicators, %
Structure of Russias GDP by economic sectors, %
Current account components of the Russian Federation by years, USD bn
Current account components of the Russian Federation by quarters, USD bn
Dynamics of foreign exchange rates to ruble
Rates on mortgage loans and loans to non-financial organizations granted in rubles during the month and CBR key rate, %
Consumer price index, in % year-on-year
Dynamics of retail trade turnover, in % of the corresponding period of the previous
year
Retail trade turnover, RUB trln
Food retail turnover dynamics, in % year-on-year
Non-Food retail turnover dynamics, in % year-on-year
Natural population increase and net migration in the Russian Federation, ths people
Births and deaths in Russia, ths people
Consumer spending dynamics, % vs the corresponding period of the prior year
Consumer confidence index for Russia as a whole, %
Consumer confidence index by federal districts (FD), %
Dynamics of real wage and real incomes of the population, %
Distribution of population by per capita income values, %
Structure of household monetary income by source, %
Structure of household spending by use, %
Deposits and loans of individuals at the end of the period
Loan volume and changes in the retail deposit volume
Volume of retail deposits in RUB and foreign currency and funds on escrow accounts
Deposit volume change versus the previous month of the current year
Consumer loan volume and changes in debt versus the previous month
of the current year
Mortgage issuance and change of prepayment liability versus the previous month of the current year
PART III. FMCG retail indicators
Food retail dynamics by sales channels by years, RUB trln
Food retail structure by sales channels by years, %
Quarterly dynamics of Food retail by sales channels, RUB trln
Quarterly Food retail structure by sales channels, %
Number of facilities owned by TOP-200 FMCG chains in Russia at the end of the period
Selling space structure of TOP-200 FMCG chains in Russia by formats at the end of the period, mln sq. m
Selling space structure of TOP-200 FMCG chains in Russia by formats at the end of the period, %
Space growth of TOP-200 FMCG chains in Russia, ths sq. m
Space growth structure of TOP-200 FMCG chains in Russia, %
Leaders in retail space growth
Change in the number of facilities owned by TOP-200 FMCG chains in Russia
Food retail market structure in Russia, %
Food retail share dynamics of TOP-10 FMCG retailers by quarters
Food retail share dynamics of TOP-10 FMCG retailers by years
Revenue of leading FMCG retailers
Number of facilities and selling space of leading FMCG retailers at the end of the period
Retail revenue of publicly listed FMCG retail chains
Like-for-like (LFL) sales dynamics of publicly listed FMCG retail chains, %
Average ticket in comparable stores of public FMCG chains, %
Traffic in comparable stores of public FMCG chains, %
Financial performance of public FMCG chains
Capitalization of publicly retailers on the Moscow Exchange
Dynamics of capitalization of publicly listed retailers on the Moscow Exchange
versus December 30, 2019, %
Capitalization of X5 Group, Magnit PJSC and Fix Price, RUB bn
Capitalization of Lenta LLC, OZON, RUB bn
PART IV. Online-sales and E-Grocery
Share of online sales in Food retail by quarters
Food retail dynamics in online and offline channels by quarters
E-grocery market dynamics by years
E-grocery market dynamics by quarters
E-grocery market dynamics by missions and delivery times by years
E-grocery market dynamics by missions and delivery times by quarters
INFOLine E-Grocery Russia TOP Rating (FMCG sales in RUB bn including delivery services with VAT)
Average ticket of major E-grocery market players
INFOLine E-Grocery Russia TOP rating by the number of orders, ths per day
INFOLine E-Grocery Russia TOP rating by food sales in RUB bn with VAT
Online FMCG sales rating by holdings, RUB bn with VAT
E-grocery market structure by quarters, %
Leading FMCG chains in terms of retail turnover, RUB bn without VAT
Online-sales of leading FMCG chains, RUB bn without VAT
Number of dark stores of the largest E-grocery market players
Space of dark stores of the largest players in the E-grocery market
PART VI. Regional retail development FMCG
Retail trade structure by federal districts of the Russian Federation, %
The number of regions with positive dynamics of retail trade in physical terms compared to the same period of the previous year
Food retail structure by federal districts of the Russian Federation, %
The number of regions with positive dynamics of Food retail in physical terms compared to the same period of the previous year
Shares of Russian regions in Food retail turnover, %
Dynamics of the shares of the 11 largest regions of Russia in the Food retail
Non-Food retail structure by federal districts of the Russian Federation, %
The number of regions with positive dynamics of Non-Food retail in physical terms compared to the same period of the previous year
Shares of Russian regions in Non-Food retail, %
Dynamics of the shares of the 11 largest regions of Russia in the Non-Food retail
All ratings of the largest FMCG chains by Federal Districts include the following charts:
Revenue and share in the RTO Food TOP-5 FMCG chains in the market of the FD
The number of facilities and retail space of the TOP 5 FMCG chains in the market of the FD