E commerce summit Monaca: how FNAC operates

Facts & figures: ecommerce in Fr

Supply sidesales growthnumber of stores

Demand sidenumber of internet users and buyerssplit per age and demographicstop 15 stores: characteristics

Focus on textilecontinuous growthmail order Companies (still) own the market

E-commerce in France up +25% over S1 2009

3,85,3

7,49

11,3

S1 2005 S1 2006 S1 2007 S1 2008 S1 2009

+25%

Source : Fevad

but top 35 stores grow « only » +7%

Annual growth % 2008 / 2007 Q1 2009 /Q1 2008

Q2 2009 /Q2 2008

S1 2009 / S1 2008

Total panel iCE 30 16% 7% 7% 7%

iCE 30 BtoCExcl. travel

13% 10% 9% 9%

>> high tech 9% 10% 3% 7%

>> extile 15% 14% 9% 11%

iCE 30 e-travel 20% 4% 6% 5%

iCE 30 BtoB 19% -2% -5% -3%

Source : ICE / Fevad

50% of global sales growth is due to new stores

+ 28% yr+ 28% yr to yrto yr

4850052100

56 000500 58

62000

01.01.2009 01.04.2009 01.07.2009 1.10.2009 1.01.2010

Number of active ecommerce stores

Source : Fevad

average basket down (since T4 ‘08)

8790 89

9191

93

89

94

9393

8789 89

82848688909294

06.2006 09.2006 12.2006 03.2007 06.2007 09.2007 12.2007 03.2008 06.2008 09.2008 12.2008 03.2009 06.2009

Basket in €/order

Source : ICE/FEVAD

33,5 m internet users / 23,5 m buyers

26,830,0

32,7 33,5

T2 2006 T2 2007 T2 2008 T2 2009

Internet users: + 25% in 3 years Internet buyers: + 44% in 3 years

15,6

18,921,1

22,5

T2 2006 T2 2007 T2 2008 T2 2009 1e

+25%+44%

Source : Médiamétrie//NetRatings

67% of internet users are internet buyers

75,4%65,3%

70,0% 64,7%

50,7%

82,1% 81,9%

70,4%61,4% 67,8% 67,3%

0%10%

20%30%

40%50%

60%70%

80%90%

Men Women < 25 25 - 34 35 - 49 > 50 CSP+ CSP- Retraités Paris etrégion

parisienne

Province

Source : Médiamétrie//NetRatings

Top 15 French stores: 12 French, 8 Pure Players, only 3 Retail Chains

Unique Active Reach (3) Nationality type of storeVisitors (2) (%) (parent Cy)

1 eBay * 12 501 000 35,9% US PP / C2C2 PriceMinister * 10 002 000 28,7% Fr PP / C2C3 3 Suisses * 8 347 000 24,0% Fr Mail Order4 Amazon * 7 877 000 22,6% US PP5 La Redoute * 7 519 000 21,6% Fr Mail Order6 Fnac * 7 326 000 21,0% Fr Ret7 Cdiscount * 7 281 000 20,9% Fr PP8 Voyages-Sncf.com * 7 195 000 20,7% Fr Travel9 Vente-privee.com * 5 875 000 16,9% Fr PP10 Kiabi.com * 5 056 000 14,5% Fr Ret11 Pixmania * 4 982 000 14,3% Fr PP12 Rue du Commerce * 4 917 000 14,1% Fr PP13 Carrefour * 4 851 000 13,9% Fr Ret14 Spartoo * 3 897 000 11,2% Fr PP15 Quelle.fr * 3 724 000 10,7% Germ MO

Brands (1)

Source : Médiamétrie/Netratings

Textile internet share of total market: a steady growth up to >6% today

Source : IFM

Mail Order –textile- Groups still owns 51% of the internet textile market

VAD51%

CHAINES SPECIALISEES

8%

GSS GDE DIFFUSION

5%

MAG DE SPORT2%

GRANDS MAG+MAG POP

1%

DEGRIFFES12%

C‐TO‐C7%

AUTRES14%

Jul 08 / jun 09textile internetMarket shares:

Source : IFM

Internet sales estimate: € 30 bn in 2010

3025,0

20,0

3,7 5,58,4

15,511,5

2003 2004 2005 2006 2007 2008 2009 2010

+20%

+25%

+29%+39%

Source : Bilan e-commerce 2008 Ice/Fevad

Thank you!