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Scooter Smart Retail Smart Space

Company

Owners

+ MF technology (ITF)
+ Milner Yuri Borisovich (Benitsionovich)
+ Dmitry Grishin

"Scooter" is a service for the delivery of food and essential goods to your home in 15-30 minutes. As of May 2020, the service has 168 points in two Russian capitals, the range of goods exceeds 2500 units. Every day, Samokat fulfills about 40,000 orders, over the past month, the average check has grown by 30%. Delivery in the service for customers is free.

Performance indicators

2022: Turnover growth by 2 times to 82.5 billion rubles

The turnover (GMV) of Samokat at the end of 2022 amounted to 82.5 billion rubles, exceeding the indicator of a year ago by 95%. The number of orders completed by the service increased by 82% and reached 126.5 million. The company released such data in February 2023.

Scooter Brand and Communications Director Lisa Emert noted that 126 million deliveries are a record for an online retailer, it serves as proof that buyer interest in the e-grocery market is growing from year to year.

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We strive to offer users high-quality goods and build a service with care for everyone. The success of this year is a reason for us to improve further: to work on expanding the range, develop our own brand, and also offer users fast delivery from 15 minutes in new cities, she said.
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In 2022, Samokat continued to develop a network of darksters - their number increased by the end of December and reached 1,433 throughout Russia. By the beginning of January 2023, the service is presented in 62 cities and is available to more than 55 million buyers.

Samokat also noted the development of its own brand products: the number of goods in the category reached 1000 by the end of 2022. During this 12-month period, the service also launched and expanded the line of care cosmetics.

In March 2023, it became known about Samokat's plans to open its first retail stores. They will include points of delivery of orders, shop windows of "Semmegamarket," as well as bakeries with hot drinks and pastries. A separate zone will be designed to sell goods under their own trademarks. According to the Shopper's portal, the company has published vacancies and is looking for employees to work in stores in Yegoryevsk, Vsevolozhsk and Kirishi.[1]

2021: Turnover growth by 4.2 times

The turnover (GMV) of Samokat in 2021 increased 4.2 times compared to 2020 and reached 42.4 billion rubles. This was announced by the food delivery service on March 4, 2022.

In 2021, Samokat completed 69.3 million orders, which is four times more than a year earlier. Peak activity occurred in December, when about 310 thousand orders were processed per day.

The turnover of "Scooter" for the year increased 4.2 times

By the end of 2021, Samokat had more than 1000 darksters, which is 2.5 times more than in 2020. The company has expanded the geography of its presence and expanded beyond the million-plus cities in Russia. At the end of 2021, the online retailer is available in 43 cities of the country for more than 50 million Russians. The number of couriers-partners of the service in 2021 increased 2.4 times and exceeded 36 thousand people.

The number of Samokata own brand goods doubled in 2021 and reached 770 positions, which provided the online retailer with more than 17% of revenue in the fourth quarter of 2021.[2]

InfoLine CEO Ivan Fedyakov considers the growth of Samokat's business to be natural, since, according to him, buyers are starting to get used to express grocery delivery very quickly.

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They do not always need such a large assortment as in a hypermarket or supermarket, often fewer SKUs [names - approx. TAdviser] are enough for them. This business model has a very serious advantage when compared to the cost efficiency of stores with high rental costs and high staff costs. Darkstors do not have all this, and they begin to become real competitors of classic stores, he believes (quoted by Interfax).
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According to the expert, the business of Samokat is generally unprofitable, but the company begins to make operating profit in certain segments.

History

2023: Building a company to produce ready-made food

In October 2023, the Samokat fast food delivery service created the Smart Factory company for the production of ready-made food. Vitaly Levin was appointed the general director of this LLC, who led the production of finished products of Magnit Kuban Culinary in 2006-2014. Read more here.

2022

Transfer of the company from Cyprus to Russia

On September 20, 2022, it became known about the re-registration of the parent company Samokata. Roboritale received Russian jurisdiction instead of Cypriot.

According to Interfax, Roboritale became a resident of a special administrative region (SAR) on Oktyabrsky Island (Kaliningrad Region). According to the Unified State Register of Legal Entities, Roboretail LTD owns 100% of Smart Space LLC, which in turn owns 99% of Smart Retail LLC, the operating company Samokata. Another 1% of Smart Retail at Roboretail.

According to Interfax, the beneficiary of the new resident of the SAR is O2O Holding. Earlier, this company, combining projects in the field of transport and food tech, was registered as a joint venture between Sberbank and VK.

«Самокат» перенес головную компанию с Кипра в Russia

The main owners of Samokat are Sberbank and VK holding. The first is under sanctions. The second has also experienced some difficulties in recent months, Mikhail Burmistrov, head of Infoline Analytics, told Kommersant. According to him, the owners of Samokat will have to make changes to the operator's business model and make important decisions regarding its future work.

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Economically efficient work can be carried out when each courier carries at least several orders. If the demand in the city is really low enough, then the courier delivers one order. The company loses a lot on this, because the user does not pay for delivery, and the margin level does not actually allow co-financing it, "he said.
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The publication writes that the strategy in the grocery delivery market is changing. In some cases, on the contrary, those darkstors that have not yet reached a payback close, increasing the density of sales in more mature ones.

Infoline CEO Ivan Fedyakov believes that a deep transformation awaits the food tech market, Fedyakov said. He predicts a slowdown in the development of express deliveries, the accelerated introduction of paid services in the segment and the transition to dynamic pricing, as was the case in taxis.

Termination of work in 15 cities of Russia

On April 18, 2022, the Samokat express grocery delivery service announced the termination of work in 15 cities of Russia. The company explained its decision by the low business efficiency in those regions where the activity stops.

{{quote "Scooter" optimizes operation in conditions. The number of users and operational indicators in some cities and districts did not reach the required level for the effective operation of the service. Therefore, the company stopped its activities there, and also reduced the number of partner couriers, the service said in a statement. }}

Termination of work in 15 cities of Russia

The work of "Scooter" was stopped in Arzamas, Salavat, Zhukovsky, Sergiev Posad, Dmitrov, Nakhabin, Naro-Fominsk, the Ural cities of Berezovsky, Verkhnyaya Pyshma, Zapadny, Kamensk-Uralsky, Kopeisk, Krasnokamsk, Pervouralsk and Aksai.

According to Vedomosti, Samokat is gradually folding in the regions, which may indicate the possible readiness of Sberbank to close this project. But two other sources in the shareholders controlling the service, Sberbank and VK, disagree with him. At the same time, another source of the publication said that the regions bring only losses for Samokat, so the service is now closing a large number of regional points.

Sberbank noted that the suspension of the service is a standard process. If the darkstore or store does not reach the desired performance indicators for a certain period, then the work is reorganized so that the performance indicators remain at the desired level. The company noted that recently Samokat opened darkstors in other cities, but did not name the cities and the number of open points.

The press service of Samokat reported that the processes inside the service do not stop. Moreover, the company is expanding its supplier pool and product range.[3]

2021

Lawsuit against Apple in the United States

At the end of October 2021, the Samokat grocery delivery service filed a lawsuit against Apple in the United States to prevent the removal of its application from the App Store.

According to AppleInsider, Smart Space (the Russian legal entity Smart Space), operating under the Samokat brand, has appealed to the US District Court for the Northern District of California. This complaint was preceded by a notification sent by Apple to Smart Space that the Russian application could be removed from the App Store at the request of another Russian company, Samocat Sharing System, which is engaged in scooter sharing.

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Delivery service "Scooter" filed a lawsuit against Apple in the United States

Smart Space, in turn, filed a complaint with Apple that the express product delivery service violates the rights to the SAMOCAT name. After that, Apple asked Smart Space to provide evidence that the company did not violate the rights of the applicant. The developer of Samokat provided the iPhone manufacturer with various explanations from Russian law, and also assured that the parties are negotiating to resolve the dispute.

At the time of filing the lawsuit, Apple did not respond to the company's letter and did not say definitively whether the application would be removed. Therefore, Smart Space decided to proactively go to court and asked to prevent Apple from interfering in the dispute.

According to Smart Space, if Apple removes the app from the App Store, the company could suffer $75,000 in damage. In addition, this can lead to the destruction of existing and potential economic relations.

The general director of Samokat RUS, a subsidiary of Samokat Shering System, Sergei Pisarenko confirmed to RBC that the company had applied to Apple for protection of trademark rights. According to him, the parties have not yet come to an agreement. He did not comment on the lawsuit in an American court.[4][5][6][7]

Entering the American market under the Bike brand

In early June 2021, the Samokat express grocery delivery service announced its entry into the American market. There the company will operate under the Bike brand, first the service will work in New York. Read more here.

2020: Purchase of control by Sberbank and Mail.ru Group

The joint venture of Sberbank and Mail.ru Group in the field of transport and technology in the field of food distribution acquired a controlling stake in the express delivery service for products and household goods "Samokat." This was announced on May 21, 2020 by Sberbank to TAdviser.

Sberbank and Mail.ru Group bought control in the Samokat express delivery service

The share of the joint venture in the service after purchasing the share of financial investors of the project and obtaining the necessary approvals from corporate and regulatory bodies, including the FAS, is 75.6%. The founders and management of the service retained minority packages and remained co-owners of the company.

Samokat will be integrated into the ecosystems of Sberbank and Mail.ru Group. The project team will be able to take advantage of the technological and operational developments of the companies, as well as gain access to the examination of other businesses of the joint platform. So, some integrations have already been implemented - users from Moscow, Moscow Region and St. Petersburg can order the delivery of food and household goods through Samokat in the Delivery Club application.

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Since its foundation in 2018, the Samokata business model has shown its high efficiency. In May 2020, Samokat processes more than 40 thousand orders daily, delivering them to customers in an average of 15 − 20 minutes and occupying good positions in the express food delivery market. During the pandemic and the need for millions of people to be in self-isolation and in quarantine, the number of Samokat customers has grown significantly - and the company is trying to justify their trust, maintaining a high quality of service, despite the rapidly growing demand,
said Lev Khasis, First Deputy Chairman of the Management Board of Sberbank
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"Scooter" grew at a high rate - by 30% monthly - even before the introduction of the self-isolation regime in Moscow and St. Petersburg. The purchase is fully consistent with our strategy to help people close all food-related needs. "Scooter" has become an essential service - and the team is doing everything so that people can quickly order and get the necessary goods without leaving their homes. At the same time, we are sure that the habit of ordering products with quick home delivery will remain with us even after all restrictions are lifted,
noted Boris Dobrodeev, CEO of Mail.ru Group
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Notes