4. Billion VND
5#(*%-,.*-#.,($#)6,712118,
Category 2021 YTY 2022 YTY
Trend
vs P.Y
Total 4,628,285 5,671,109 23%
Retail 3,824,926 4,475,856 17%
Travelling 6,527 24,108 269%
Accommod
ation and
catering
378,704 570,317 51%
Others 418,128 600,828 44%
373,796
438,420
458,455
454,201
425,811
441,928
457,964465,330
474,620
478,151
479,125
479,375
501,158
497,624
515,822
-18%
-5%
-1% -2%
1%
10%
13%
19%
28%
53%
65%
58%
34%
14% 13%
0
100 ,000
200 ,000
300 ,000
400 ,000
500 ,000
600 ,000
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Monthly trend
Figure Trend vs previous year
!"# $%$&' (#$&)' *&'# %+ ,%--%.)$)#* &/. $"# $%$&' $0(/%1#( %+ *#(1),#* &/. $%0()*- +&)('2 )/,(#&*#. )/
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(*) The number of December 2022 is estimated data
!"#$%&'()!*(+)&,&$-.(!/-/01/0%1(*220%&("2(30&/,-45
5. 5#(*%-,.*-#.,($#)6,712118
Retail sales
319,629
358,695
371,724
368,556
341,593
355,532
365,706
368,944
374,602
373,509
372,277
374,708
386,902
389,496
404,031
-11%
-1%
2% 0% 0%
12% 13%
16%
21%
37%
44% 41%
21%
9% 9%
-
2 0
%
-
1 0
%
0 %
1 0
%
2 0
%
3 0
%
4 0
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5 0
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0
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Travelling
Accommodation and catering Others
411
607
856 1,013
1,058
1,011
1,241
1,791
2,590
3,399 3,125
2,3412,477
2,012 2,050
-66% -51% -45% -34% 48% 23% 49% 396%
1750%
3635%
6027%
2364%
503% 231% 139%
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26,778
36,624
40,768
40,762
42,141
42,562
45,303
48,983
51,237
53,315 52,960
45,381
51,924
46,898
48,851
-42%
-23% -14% -13%
14% 9% 14%
51%
88%
191%
253%
142%
94%
28% 20%
-10
0%
-50
%
0%
50
%
10
0%
15
0%
20
0%
25
0%
30
0%
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26,978
42,494
45,107
43,870
41,019
42,823
45,714
45,612
46,191
47,928
50,763
56,945
59,855
59,218
60,890
-45%
-16% -10% -10% 1% 2% 8% 16%
36%
114%
221% 215%
122%
39% 35%
-10
0%
-50
%
0%
50
%
10
0%
15
0%
20
0%
25
0%
0
100 ,000
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Billion VND
!"#$%&'()!*(+)&,&$-.(!/-/01/0%1(*220%&("2(30&/,-45
7. 9$#)6,:,;%)%,.(0$#,60&).%?#.
71
57 56 46
32
28 32
25
67
69
35
25
170
154
123
96
2020 2021 2022 2023
Mini store trend
HCM HN Others Total
Mini stores which had been popular several years ago
decrease its number of stores.
8. 9$#)6:,@#A-%)#,0/,+%-B,(#*,.(0$#.
Milk tea shop was a hot trend several years ago. Now that
big coffee chain expanded their menu, the dedicated milk
tea shop slow down
816
983
1106
1524
1657
446 459 412 439
364
2019 2020 2021 2022 2023
Café chain Milk tea chain
9. 9$#)6:,@$<C,AD*%),#E=*).%0)
There are more drug chain due to the investment by 3
players - Pharmacity, FTP Long Chau, An Khang pharmacy
;<=>
?@@@ A<B
C?=>
;<;
?@?D
116
210
524
269
261
221
1,133
2,006
2,698
2021 2022 2023
Drug chain
Pharmacity FTP Long Chau An Khang Pharmacy Others
10. 9$#)6:,;0F%-#,G0$-6,H$0<=,($*)./0$+*(%0)
!"#$%&'(")%*'+)",-.'/0$10'23435&6'7310'8"3 9340.':$&4 !3;'9340.'<0&'
+$"$ :$':"45.'34*'=4'>0345.'10345&'?0&'6?")&'1"2-"6$?$"4.'/0$%&'$41)&36$45'
?0&'?"?3%'4,2#&)'"@'6?")&6'!"#$%&'(#)*+'(,$(#)$#-,'%),../#01(#%&#%2()'#01,.#$%&'(#$%',%(3/#%,*,3(#%5&#
6',*0#)*#&*(#$%&'(#.&+,%)&*7
421
1041
1719
2147
1729
764
1028
1427
2038
2287
1029
1015
913
976 1189
0
68
178
210
504
2214
3152
4237
5371
5709
2019 2020 2021 2022 2023
Based on # of stores
BHX DMX TGDD An Khang
19%
33%
41% 40%
30%
35%
33%
34% 38%
40%
46%
32%
22% 18%
21%
0% 2% 4% 4% 9%
2019 2020 2021 2022 2023
Based on store ratio
BHX DMX TGDD An Khang