Biedronka discount store, Poland
Wojciech Bońkowski
Poland remains a relatively small wine market: 175m L were imported
in 2013. But it excites exporters because of its consistent 5% to 10%
growth per year and the opportunities it offers. Poland is already a
major destination for countries like Bulgaria, Moldova and Georgia, but
also Portugal and Germany, while Australia and New Zealand are growing
in double digits. But who really are the influencers of this complex
market?
Multiple grocers
The Polish wine market has undergone a revolution in the
last five years, with the rise of hard discounters such as Kaufland,
Lidl, and Biedronka. Owned by Portugal’s Jerónimo Martins, Biedronka is
the country’s second largest business with 2,600 shops and a turnover of
€8.5bn ($9.5bn). Its wine market share has soared from 0% in 2010 to
more than 30% today. Its strategy — a narrow range from Portugal, Spain,
Italy and France rotating every month, priced at €2.50 to €7.50 — has
proved immensely popular with shoppers, not least because the wines
deliver quality at the most popular price point, €4.00 per bottle (of
which €1.00+ is tax). Lately, Biedronka’s growth has slowed, and its
wine range has lost its novelty, but it remains Poland’s strongest wine
retailer. The buying department is a notoriously tough negotiator but
maintains a low profile — Biedronka being very discreet about people who
work there.
Lidl has 550 shops, and an accordingly smaller wine
market share than Biedronka, but has been better at marketing, including
hiring celebrity chefs Pascal Brodnicki and Karol Okrasa in an
unprecedented food & wine campaign. It has also been bolder in its
wine buying — including a now-famous episode with the 2010 Château
Talbot at €50.00, that was subsequently heavily discounted — but tends
to be overly France- (and Bordeaux-) reliant.
Biedronka and Lidl’s ascent has largely happened at the
expense of supermarket chains that used to dominate the market.
According to KPMG, discounters now have 46% of the market while hyper-
and supermarkets, 35%. Carrefour, Auchan, Leclerc, and Tesco are losing
market share, partly because the shop format is not working anymore, and
partly because their wine strategy is hopelessly unmodern: no focus, no
communication, no competitive advantage. It is hard to see that trend
reversing. Smaller, more deli-like chains such as the Polish-owned Alma,
on the other hand, are growing, notably because they move toward 100%
own imports (Tesco Poland has less than 50%), meaning a more individual
range and higher margins.
Multiple specialists
The rise of the discounters has killed not only
supermarket chains but also those who supply them. Large national
distributors such as Ambra (with its now-defunct fine wine arm called
Centrum Wina) and CEDC/PWW were at the forefront of the wine revolution
in the 1990s, but are now struggling. They have lost the entry-level
game to aggressive competition from discounters, and are losing much of
the on-trade because of obsolete tactics, such as exclusivity contracts,
often with incentives in cash/goods. Selling everything from bag-in-box
to global brand icons, they lack focus and suffer from high overheads.
Even Ambra’s incisive CEO Robert Ogór, once the market’s éminence grise,
appears in search of a coherent strategy: his latest idea is to focus
on cider, Poland’s hottest alcoholic drink at the moment. Can large
distributors reinvent themselves? The jury is out but the clock is
ticking.
Independents
The implosion of the high-street chains at mid-range has
opened a window of opportunity for independent specialists. This is a
highly competitive market with an estimated 700+ players, many
underperforming because of poor business skills. But the best ones are
finding that with the proper dedication and strategy, the sky is the
limit. Poland’s leading retailer has consistently been Robert
Mielżyński, a Canada-born Pole who repatriated in the 1990s and
initially benefitted from the deep contacts of his father, Peter,
Canada’s leading wine importer. But Robert has also patiently built a
staggering VIP clientele that today buys €4m worth of wine from just
three retail outlets, as he does almost no distribution. Mielżyński’s
wine depot-cum-bistro format has been widely copied (including abroad,
as in Verona’s Signorvino) but never matched. His secret: he is on the
premises every day, shaking hands with every customer.
Robert Mielzynski, Poland's leading retailer
Other success stories include Guillaume and Joanna
Deliancourt of DELiWINA, a French–Polish couple with experience at
London’s Hallgarten, who moved to Poland in 2010. They have amassed a
portfolio of riches including Pol Roger, Albert Mann, François Villard,
and Tenuta San Leonardo. Unlike Mielżyński, DELiWINA chose to focus on
the on-trade, which rendered them immune to the retail race to the
bottom. Good taste and some shrewd buying adding to the equation, they
achieved listings in all the major restaurants and now even custom
import for third parties.
Winkolekcja is a large distributor with a turnover of
€5m, of which 95% is on-trade. It has grown organically over a decade,
but gained momentum after hiring Piotr Kamecki, Centrum Wina’s former
CEO, who brought with him a platinum list of suppliers such as Gaja,
Vega Sicilia and Musar, as well as an efficient network of sommelier and
restaurant manager contacts. It also helps that he is president of the
Polish Sommelier Association. His behind-the-scenes influence is perhaps
unmatched in Poland.
Other on-trade specialists include Vini e Affini,
Poland’s leading Italian wine importer; The Fine Food Group Polska,
which atypically started with South Africa but now imports everything
from Prosecco and Rueda to Eben Sadie; and Vive le Vin, the one-man
operation of Artur Zarzycki, a former sommelier who specialises in New
World boutique wineries. There are many, many others — it is clearly
small independents who shape the Polish market.
Online retailers
When it comes to the Internet, Poland lags behind
Western markets: an estimated 1% of wine sales happen online. To make
things worse, this channel is deemed illegal by some officials,
resulting in administrative hassle for Internet wine shops. Nonetheless,
a few are successful, including Winezja, Wina.pl, and Marek Kondrat, a
famous actor-turned-wine merchant who, with a state-of-the-art website
and a chain of retail franchises, has become an important player in the
€10.00-shelf-price category.
Sommeliers
Restaurants are the one sales channel discounters cannot
cannibalise. This chunk of the market can be described as nascent (4%
of total sales volume) but buoyant. At the moment, Poland has only one
Michelin star and perhaps 30 fine dining locales. Few restaurants can
afford a proper sommelier and fewer yet have the clientele to justify
it, but young professionals such as Paweł Demianiuk, Piotr Woyde at
Brasserie Warszawska, or Paweł Białęcki at Atelier Amaro have created
good medium-sized lists and match them with flair with Poland’s
innovative modern cooking. New trends are also embraced: Kamil Wojtasiak
at Warsaw’s Butchery & Wine started serving Barolo and Gravner’s
orange Ribolla by the glass two years ago; now he has upped his game
with a Coravin, offering Bruno Giacosa’s 2011 Barbaresco at €25.00 a
pour. Yet tellingly, the best opportunities for Polish sommeliers lie a
Ryanair flight away in the UK: Piotr Pietras has become Polish Sommelier
Champion in 2015 after a year at Gordon Ramsay’s Maze, and Adam
Pawłowski the nation’s first Master Sommelier, without ever having
worked on the floor in Poland.
Communicators
Anti-alcohol law limits the way wine can be mentioned in
the general media. The only printed magazine, WINO, has a niche
following amongst the trade and hardened aficionados, and prints less
than 5,000 copies bi-monthly. Its authors, editor-in-chief Tomasz
Prange-Barczyński, Ewa Wieleżyńska, Andrzej Daszkiewicz, and veteran
Polish wine writer Marek Bieńczyk, remain Poland’s most authoritative
tasters, but most wine talk (and sales leads) nowadays happens online,
(including on my own Winicjatywa.pl (link is external)
website, the most widely read of about 30 active wine blogs) — but none
that has conquered a broader public yet. In that context, those who
manage to get published in the general press have inadvertently created a
new wine-reading public. This includes Robert Szulc, an amateur blogger
who also reviews supermarket wines for Poland’s largest daily tabloid,
Fakt (300,000 copies), and Robert Mazurek, a popular political columnist
with a passion for wine, a column in the weekly wSieci, and Poland’s
top wine-related Twitter account with more than 3,700 followers.
Wineries
Poland also has a small but booming wine industry, with
over 700 ha of vineyards. Erratic climate and prohibitive red tape
present major obstacles, but the growth, both in quantity and quality,
has been impressive. Leading projects such as Dom Bliskowice, near
tourist hub Kazimierz; Srebrna Góra in a historical monastery in Kracow;
and Winnica Turnau, a famous singer’s estate next to the Baltic city of
Szczecin, are long-term, well-managed operations with a proactive
approach to the urban market. Ranging from off-dry hybrid-based whites
to structured oaky Pinot Noirs, their wines are expensive but popular,
and set an example for many other producers.
Wine foe
The single person who has most to say about alcohol in
Poland appears to be Krzysztof Brzózka, director of PARPA, the alcohol
“problem prevention” state agency. Although not particularly riddled by
alcohol-related issues by European standards, the country already has
restrictive legislation, including a Byzantine excise and imports red
tape regime, but Mr. Brzózka desires (encouraged by the WHO) to further
reduce the availability of alcohol. A right-wing majority expected to
emerge from October elections might lend an ear to that. A Polish Wine
Trade Association has even been established to counter the moves, so
expect long-term legislative arm-wrestling to follow.
No hay comentarios:
Publicar un comentario