Think Business Magazine November Issue | Page 31

Cover Story Retail sector: The power behind the growth By Dave Oricho [email protected] A study conducted by Procter & Gamble in February 2017, indicated that the retail spending of Kenyans reached KSh1.8 trillion in 2016, an increase of 13 per cent as some of the biggest players Nakumatt and Uchumi continue to endure worrisome financial woes. Nakumatt that has recently filed for bankruptcy had its debt rise from KSh4.7 billion in 2012, to around KSh18 billion at the start of 2017. Clearly, there exists a sharp disconnect between the industry’s performance and that of its largest players. This could only mean that small and medium-sized retailers are the ones raking in most on the country’s increased retail spending, in the midst of a fast-growing and increasingly competitive retail space. Global retail outlets in Kenya The period between 2015 to the present has witnessed the entry of several foreign retailers such as Carrefour, Botswana’s Choppies and Game, shaking up Kenya’s family run private retailers that have dominated the supermarket scene for a long time now. By Nelius Kanyingi [email protected] Procter & Gamble shows that the total cumulative figure for retail spending in 2016 is U$17.62 billion (KSh1.8 trillion) which can be allocated across different channels based on the ratio of 30 per cent supermarkets to 67 per cent traditional retail, and three per cent special channels. Overall retail spending accounts for 30 per cent of Kenya’s GDP. Nakumatt and Uchumi have also traditionally appealed to the moneyed middle class. As part of this appeal, Nakumatt has acquired a reputation of offering unique products and pleasant shopping experiences, factors that have helped the retailer distinguish its brand name. Although there are varying quantification and definitions of the Kenyan middle class, it is agreed that the middle class comprises households that spend at least half their income on goods and services that are not basic necessities. The African Development Bank (AfDB) places the Kenyan middle class at 44.9 per cent. With the recent surge in the number of lavish malls, most of which are strategically positioned in suburbs, high-end retailers such as Nakumatt, Game and French retailer Carrefour have been in a rush to open outlets at these malls, hoping to profit off a dismal and volatile middle class TB Earlier last month, Bloomberg, reported that Shoprite Holdings Ltd is in talks to open its first store in Kenya by taking up retail space left by Nakumatt Holdings Ltd. There is no doubt that the changing shopping culture among urban consumers, with busier lifestyles and higher spending capacity, is spurring formal retail growth, with retailers seeking to meet consumer needs and tap into their wallets. Why are these global retailers jostling for the Kenyan consumer? Kenya’s formal retail penetration is at 35 per cent making it the second highest in Africa, after South Africa’s 60.0%, which has served as NOVEMBER 2017 • THINK BUSINESS | 29