« Lenta » can buy Hypermarkets « Magnit »
« Magnet » (moex: MGNT) Trying to get rid of his hypermarkets, focusing on the development of smaller formats – at home and ultramatic objects. According to Kommersant, the main contender for these retail space is currently considered the Lenta network, in which hypermarkets show positive dynamics, despite the slowdown in the growth rate of the entire segment. Consumers actively using products are now less willing to visit large stores of traditional format.
The fact that the Lenta is considering the possibility of acquiring hypermarkets of the Magnit network, said the source of Kommersant in the retail market. Two more interlocutors “Kommersant” are called logical for “Magnit” the sale of hypermarkets. The Magnet and the tape refused the comments.
Kommersant’s interlocutors do not yet know all the details of a possible transaction and whether all objects or only part will enter it. One of them adds that Magnit considers the opportunity to get rid of all large -format objects in general, including hypermarkets, supermarkets, and focus on the development of low -format concepts. Earlier, the company announced plans to increase the number of stores at home and Ultra -Malax stores “Magnit charge” (up to 100 sq. M each).
« Magnet » Founded by Sergey Galitsky in 1994. In 2018, he sold his VTB package for 138 billion rubles. Three years later, the bank transferred it to the investment company Marathon Group Alexander Vinokurov and Sergey Zakharov. Now the network has about 30 thousand stores in Russia. According to the results of 2024, its revenue increased by 19%, to 3.04 trillion rubles, net profit decreased by 24.4%, to 50 billion rubles.
« Ribbon » It was founded in 1993, the main shareholder – “Northgroups” of Alexei Mordashov. In 2024, revenue increased by 44.2% a year by the year, to 883.3 billion rubles, net profit reached 22.463 billion rubles. against a loss of 2.63 billion rubles. A year earlier. Hypermarkets and supermarkets at the “tape” account for 10.7% of the total number of stores, or 582 objects. In total, by the end of the first quarter, the retailer has more than 5.4 thousand stores.
In March, the total area of large -format stores of Magnit reached 922.6 thousand square meters. m. This portfolio includes 251 Hypermarket « Magnit Extra » and 195 supermarkets « Magnit Family ».
This is only 1.4% of the total number of network stores (including Dixie), Infoline analysts calculated. All supermarkets and hypermarkets owned by Magnit owned, can cost about 100 billion rubles, counted NF Group’s partner Stanislav Bibik. Another consultant in the market of trade real estate suggests that the price can vary from 45 thousand to 75 thousand rubles. per 1 sq. m.
Sergey Galitskyfounder of the Magnit network, February 2018:
“If the Magnit investors want changes, they must get them.”
At the same time, as noted in Infoline, the number of large objects of the Magnit network continues to decline: according to the results of last year, 31 stores were closed, from January to April 2025 – more than ten. Earlier, one of Kommersant’s interlocutors suggested that Magnit could convert the closed hypermarkets to the stores of the ABC of Taste, which the retailer acquired in the spring of this year (See “Kommersant” from April 30).
The buyer’s interest in hypermarkets as a whole is reduced, and it is increasingly difficult for retailers to hold traffic. This year, according to Infoline, the growth rate in the hypermarket segment in monetary terms can slow down by 2 percentage points, up to 5.2%. At the same time, the “Lenta”, developing hypermarkets, will be able to offer a wider range, said the managing partner of Vanchugov and Partners, Alexei Vanchugov.
For a retailer, the purchase of Magnet hypermarkets is the ability to expand its presence in different regions without investing for the opening of objects from scratch, one of the interlocutors of Kommersant notes. The « Lenta » itself is more interested in this deal, which is now actively looking for opportunities for growth, including such transactions, said Mikhail Burmistrov, general director of Infoline Analytics. So, in January, “O`Kay” reported “Fontanka.ru” about the possible “tape” transaction on the purchase of hypermarkets. But the Kommersant source in the market explains that this transaction is still not closed.
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