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Nielsen - Vietnam retail landscape

The document provides an overview of retail trends in Asia and Vietnam. It discusses key challenges facing retailers like managing slow growth, connecting digitally with shoppers, and winning the battle for value. Specific trends in Vietnam include modern trade growing faster than traditional trade, with supermarket visits replacing wet market shopping. The future of retail is integrating brick and mortar with digital offerings to provide value, convenience, and a good customer experience.

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RETAIL OVERVIEW ASIA & VIETNAM OCTOBER, 2016
Copyright©2016TheNielsenCompany.Confidentialandproprietary. 2 Copyright©2015TheNielsenCompany.Confidentialandproprietary. AGENDA Key Retail trends in Asia Vietnam consumers and market landscape It’s golden time to build your strategic partnership with Retailer 4 trends shaping future of retail in Vietnam
Copyright©2015TheNielsenCompany.Confidentialandproprietary. 3 Todays big challenges DIGITAL CONNECTING with Shoppers VALUE Winning the battle for value GROWTH Managing slow growth THE ASIAN RETAIL LANDSCAPE CONVENIENCE Meeting ‘ON-THE-GO’ consumer lifestyle needs
Copyright©2012TheNielsenCompany.Confidentialandproprietary. 4 GROWTH REMAINS HARD TO FIND IN ASIA PACIFIC BUT SOME SIGNS OF VOLUME IMPROVEMENT AS THE YEAR PROGRESSES 6.8% 5.5% 3.6% 3.8% 3.1% 1.5% 3.3% 3.8% 3.9% 4.0% 3.4% 2.8% 2.2% 2.1% 3.3% 1.2% 6.2% 7.1% 2.8% 1.2% 1.7% 2.1% 2.7% 0.8% 0.6% 1.5% 2.0% 2.2% 2.3% 1.6% 1.0% 1.3% 13.0% 12.7% 6.5% 5.0% 4.8% 3.5% 6.1% 4.7% 4.5% 5.5% 5.3% 5.0% 4.5% 2.8% 4.3% 2.5% 2011 2012 2013 2014 2015 MAT Q2 2016 2014-Q1 2014-Q2 2014-Q3 2014-Q4 2015-Q1 2015-Q2 2015-Q3 2015-Q4 2016-Q1 2016-Q2 Unit value change Volume change Nominal growth Fast Moving Consumer Goods growth rates Note: Regional Summary for APAC is based on Australia, China, Hong Kong SAR, India, Indonesia, Korea, Malaysia, New Zealand, Philippines, Singapore, Taiwan, Thailand, and Vietnam. Indonesia has changed the retail census in 2010. Hong Kong SAR has changed the retail census in 2011. Vietnam has recalculated its growth rates based on new universe.
Copyright©2012TheNielsenCompany.Confidentialandproprietary. 5 CHINA AND SINGAPORE NEGATIVE TREND IN FIRST HALF OF 2016, WITH POSITIVE VOLUME TREND IN VIETNAM COLOUR CODING - AVERAGE Q1 & Q2 2015 vs Q1 & Q2 2016 Avg. volume growth decreasing Avg. volume growth increasing
Copyright©2012TheNielsenCompany.Confidentialandproprietary. 6 Retail Channel Shares in Asia (including India): AVERAGE SHARE OF TRADE BY CHANNEL Traditional Trade share has remained stable in 2015 11.5% 11.2% 11.0% 10.5% 26.8% 27.0% 27.3% 27.3% 6.2% 6.5% 6.8% 7.0% 9.9% 10.1% 10.1% 10.2% 36.9% 36.5% 36.0% 36.0% 6.7% 7.0% 7.1% 7.4% 2012 2013 2014 2015 Others Drugstores Traditional Trade Convenience Stores Minimarkets Supermarkets Hypermarkets HYPERMARKETS SHARE IS BEING SLOWLY ERODED Growth channels are Drugstores, Minimarkets and Convenience Stores Source: Estimates based on average shares from Retail Index Countries covered -HK, China, India, Indonesia, Malaysia, Philippines, Thailand, Taiwan, Singapore markets
Copyright©2015TheNielsenCompany.Confidentialandproprietary. 7 7.4 0.9 3.1 1 5 1.7 4.8 5.3 HYPER/SUPER PERSONAL CARE CVS ONLINE 2008 2013 IN CHINA HYPER/SUPERMARKET SHOPPING TRIPS HAVE FALLEN AS OTHER CHANNELS HAVE GAINED During the past 6 years, Chinese shoppers have cut their Hypermarket trips by 30% Source: Nielsen Shopper Trend 2013 – average trips per month -32% Vs. 2008 Trips +89% Vs. 2008 Trips +55% Vs. 2008 Trips +430% Vs. 2008 Trips
Copyright©2015TheNielsenCompany.Confidentialandproprietary. 8 Asian consumers increasingly living on the go A day in the life of an urban shopper provides a lot of opportunities for a convenient retail offer… Small sized vegetables Source: Observation/ website Get coupons by paying bills in CVS NEW DAY START! 08:45 am 12:30 pm 13:30 pm 18:00 pm 21:00 pm Freshly brewed coffee 15:30 pm 19:30 pm Late night snack Pre-cut fruit Pre-cooked home meals Rice Lunchbox Meal Bundle Promotion: Meal+ Drink ATM Pick up theatre tickets
Copyright©2016TheNielsenCompany.Confidentialandproprietary. 9 ‘GIVE ME MORE FOR MY MONEY” Promotions are the new norm – increasing expectation of value for money Source: Nielsen Consumer Panel 32% 40% 29%28% 41% 24% 8% 28% 21% 38% 64% KOREA CHINA THAILAND Hypermarket Supermarket CVS/Minimarkets Online PROMOTIONS PLAY A BIG ROLE FOR ONLINE RETAILERS
Copyright©2015TheNielsenCompany.Confidentialandproprietary. 10 95.9 97.4 87.3 76.6 20's 30's 40's 50's~ 2014 (Y2014) 90% KOREA IS LEADING THE WAY IN E-COMMERCE E-Commerce drives total retail sales growth and is now largest retail channel 68% 48% 26% 25% Annual penetration % Y2014 (Y2014) 43% MOBILE SHOPPING PENETRATION % ONLINE SHOPPING PENETRATION % PENETRATION BY DEMOGRAPHIC (%) PENETRATION BY CATEGORY %
Copyright©2016TheNielsenCompany.Confidentialandproprietary. 11 FUTURE OF RETAILING… RETAIL (Brick & Mortar) Add value Make it easy Consider channel differences Know your shoppers RETAIL/DIGITAL DIGITAL
Copyright©2012TheNielsenCompany.Confidentialandproprietary. 12 VIETNAM CONSUMERS AND MARKET LANSDCAPE
Copyright©2012TheNielsenCompany.Confidentialandproprietary. 13 18.2 10.0 6.8 4.6 0.7 2.1 2011 2012 2013 2014 2015 9M 2016 ECONOMY IN 1ST 9 MONTHS GREW SLOWER THAN TARGETED PLAN OF 2016, HOWEVER THERE ARE STILL GREEN TICKS FROM RETAIL AND SERVICES SECTORS. Source: Government Statistics Office (September 2016) 6.2 5.3 5.4 6.0 6.7 5.9 2011 2012 2013 2014 2015 9M 2016 GDP GROWTH CPI CHANGE FDI reached $16.4 Bil in 1st 9 months leading by manufacturing and real estate. WHOLE & RETAIL SALES grew 8.15% vs same period YA CONSTRUCTION & SERVICE contributed 2.52 pts and 2.55 pts to GDP respectively. AGRO-FORESTRY-FISHERIES struggle with only +0.7% vs year ago.
Copyright©2012TheNielsenCompany.Confidentialandproprietary. 14 THIS OPTIMISTIC IS REFLECTED IN NEW BIG TICKETS BASICS Source: Nielsen Consumer Confidence Index Survey – Q1’2016; IDC, https://www.idc.com/getdoc.jsp?containerId=prVN25523315; Vietnam Automobile Manufacturer’s Association; GfK http://focustaiwan.tw/news/aeco/201509130012.aspx; World Travel Council, “Travel & Tourism Economic Impact 2015 Vietnam”, 2015 estimated domestic tourism growth 8.4% VIETNAM CONSUMER CONFIDENCE INDEX (CCI) Q2’2016 Above 100-baseline and in top 10 globally for 8 consecutive quarters SPENDING FOR THE NEW BASICS SMARTPHONES MAJOR APPLIANCES AUTOMOBILES76% SAVINGS -2 WHERE DO VIETNAMESE CONSUMERS CHANNEL THEIR SPARE CASH? SAVING IS STRONG HABIT
Copyright©2016TheNielsenCompany.Confidentialandproprietary. 15 4.0% 3.7% 4.7% 2.9% 1.7% 5.2% 2.9% 6.2% 6.4% 3.7% 4.2% 1.2% 5.0% 5.5% 5.5% 4.8% 3.5% 5.9% 3.3% 7.3% 7.8% 5.3% 6.1% 3.1% 0% 1% 2% 3% 4% 5% 6% 7% 8% 9% Unit Value Growth Volume Change Nominal Growth UNLIKE KEY CITIES, FMCG SOFTENS THIS YEAR IN NATIONWIDE AND SHOWS MUCH VOLATILITY TO BE PREDICTABLE Source: Nielsen Retail Index – Versus year ago Fast Moving Consumer Goods (FMCG ) dynamics - Total Nationwide
Copyright©2012TheNielsenCompany.Confidentialandproprietary. 16 7.4% 7.9% 8.2% 9.6% 3.9% 7.6% 8.6% 5.9% 10.1% 7.2% 3.0% 2.9% -5.4% -3.2% -1.4% 8.3% 9.8% 3.5% 2.3% -0.4% 6.3% 6.3% 5.2% 8.2% 3.3% 6.8% 7.1% 6.8% 5.8% 3.1% 5.8% 3.4% 1.8% 4.7% 5.3% 6.7% 6.5% 3.9% 2.9% -0.3% 6.5% 6.1% 3.7% 5.2% 2.2% 7.8% 9.0% 5.2% 7.6% 4.9% FMCG Nominal Value Growth vs. YA by regions NORTH 24% CENTRAL 29% SOUTH 47% FMCG SOFTENS PARTICULARLY IN NORTH, CENTRAL & MKD DUE TO UNFAVORABLE WEATHER CONDITIONS S.East (30%) MKD (17%) Salinity intrusion Drought Beverage scandals
Copyright©2016TheNielsenCompany.Confidentialandproprietary. 17 PICTURES IN IN 6 KEY CITIES IS MORE POSTIVE IN WHICH GROWTH KEEPS MOMENTUM Source: Nielsen Retail Index – Versus year ago Fast Moving Consumer Goods dynamics - Total 6 cities 2.1% 3.7% 2.6% 3.5% 0.7% 3.7% 0.7% 3.8% 4.6% 2.3% 5.2% 3.5% 3.2% 4.7% 3.6% 4.5% 2.0% 4.3% 1.6% 4.7% 5.4% 2.9% 6.3% 4.3% 0% 1% 2% 3% 4% 5% 6% 7% Unit value change Volume change Nominal growth
Copyright©2016TheNielsenCompany.Confidentialandproprietary. 19 Source: Nielsen Retail Index – Versus year ago (*): MT excludes Saigon Coopmart Unite Value change Volume change Nominal growth FAST MOVING CONSUMER GOODS DYNAMICS – MT vs TT -1.9%-2.0% -2.2% 7.4% 5.7% 2.1% -0.1% 2.1%2.2% 10.5% 6.9% 9.6% 2.8% 4.2% 11.4% 4.9% -5% 0% 5% 10% 15% MT 6 cities (*) 2.4% 5.1% -0.5% 1.2% 3.2% 1.0% 3.8% 0.9% 3.8% 5.7% 2.0% 6.5% 6.6% -5% 0% 5% 10% 15% Traditional Trade Off 6 cities MODERN TRADE VOLUME GROWTH ACCELERATE DURING LAST YEAR, WITH AVERAGE PRICE DECREASING
Copyright©2012TheNielsenCompany.Confidentialandproprietary. 20 RAPID STORE OPENING BIGGER SPENDING FOR SUPERMARKET NEW FORMATS ATTRACT CONSUMER MT GROWTH DRIVEN BY 3 KEY FACTORS 421 1411 457 461 240 341 0 1000 2000 3000 Jun 15 Jun 16 CVS Minimart Supermarket Supermarketreplace Wet Market to be consumer’s most spending channel Number of Stores % Consumer Shop Source: Nielsen Shopper Trend 2015
Copyright©2012TheNielsenCompany.Confidentialandproprietary. 21 MORE PLAYERS TO COME It’s no longer the game of Coop, Metro & BigC
22 Base: All HM/SM shoppers, 2013 (n=1486), 2014 (n=1465), 2015 (n=1382) Ref: Q18 Thinking about the same statements , please indicate which stores you associate with each of the statements? TOP 10 ATTRIBUTES IMPORTANT FOR CHOICE OF SUPERMARKET / HYPERMARKET Good deals and promos and low prices have overtaken convenience as the top attribute this year. This, coupled with shoppers’ awareness of prices shows retailers need to more conscious about their pricing strategies. 2014 2015 1 2 3 4 5 6 7 8 9 10 Are the first to have new products Pleasant store environment Every thing I need in one shop Provide enjoyable shopper experience Low prices for most items Wide range of healthy and organic products High quality fresh food Every thing I need in one shop Provide enjoyable shopper experience Has a wider variety of products Food and groceries are good value for money A place where its easy to quickly find what I need Has a wider variety of products Are the first to have new products A place where its easy to quickly find what I need Convenient to get to Provide really good deals and promos Low prices for most items Convenient to get to Provide really good deals and promos
Copyright©2013TheNielsenCompany.Confidentialandproprietary. 23 Val % growth MAT TY vs YA Val % growth MAT LY vs YA YET PERSONAL CARE MAIN CATEGORIES SLOWING DOWN IN MT  RETAILERS NEEDS YOUR HELP Source: RA index, all categories where 3 years trend is available; size of bubble stands for absolute Val of particular category (MAT TY) SUSTAINED GROWTH BACK TO GROWTH SLOWING DOWN SUSTAINED DECLINE Beverages Milk Based Baby Cigarette Non-Food Food -15.0 -5.0 5.0 15.0 25.0 35.0 -25 -15 -5 5 15 25 35 Beer H.F.Drinks Energy Drinks Packaged Water Sport Drinks Diaper Fem. Care RTD Milk Pie & Sponge Cake Spoon Yogurt I. Noodle Tissue SauceLau- ndry Snack Fabric Softener Sham -poo Bis- cuits Bouillon- Msg Coffee Cooking Oil Personal Wash Milk Powder Tooth paste Facial Care Hair Conditioner Deo Dish washing Body Lotion Mouth wash RTDT Insec. Aerosol Facial Tissue Chilli Cleaner Mayonnaise Teabag CSD GumBaby Cereal Modern Trade HCMC+Hanoi
Copyright©2013TheNielsenCompany.Confidentialandproprietary. 24 IT’S A GOLDEN TIME TO BUILD YOUR RELATIONSHIP WITH KEY RETAILERS NOW PERSONAL CARE SLOWS DOWN CURRENT PLAYERS RE-STRUCTURING NEW PLAYERS COMING PC is the biggest two super-group of FMCG for Modern Trade Metro is now MM Market BigC changes Top Management Auchan, Seven Eleven, AEON, MM Mega
BUILDING STRATEGIC PARTNERSHIP WITH RETAILER WITH CAT-MAN PRACTICE
Copyright©2013TheNielsenCompany.Confidentialandproprietary. 26 INCREASE YOUR SHARE GROW WHOLE CATEGORY TWO WAYS TO INCREASE BUSINESS RESULTS Retailers don’t care about sales of specific brands but whole category instead CONFLICT WITH RETAILER WIN-WIN FOR BOTH
Copyright©2013TheNielsenCompany.Confidentialandproprietary. 27 CATEGORY MANAGEMENT DEFINITION A joint retailer/supplier process of managing categories as strategic business units, producing enhanced business results by focusing on delivering consumer value
Copyright©2013TheNielsenCompany.Confidentialandproprietary. 28 A CONSTANT PROGRESSION US recession Wal-Mart first retailer to apply CatMan Spread to Europe, Asia, Middle East, esp. in saturated markets 1990 2000 2010
Copyright©2013TheNielsenCompany.Confidentialandproprietary. 29 TRANSLATING SHOPPER BEHAVIOR AND RETAILER IMPERATIVES INTO IN-STORE ACTIVITIES 4Presentation roduct range romotional plan ricing
30 Workshop CSD category, Vietnam
31 Workshop CSD, UK
32 Workshop Toothbrush & paste, Carrefour China
Copyright©2013TheNielsenCompany.Confidentialandproprietary. 33 CAT-MAN REQUIRE SUPPLIER TO SEEK SUPPORT FROM A PREFERRED MANUFACTURER As long as he can: Understand the retailer’s strategy Support the retailer’s strategy Share it own strategy Support the retailer’s tactics That preferred supplier is called a category captain.
WHAT CAT-MAN INCLUDES?
Copyright©2013TheNielsenCompany.Confidentialandproprietary. 35 CAT-MAN’S 8 STEPS PROCESS Category Definition What is the category? Category Strategy How will we get there? Category Tactics What actions will we take? Category Role How important is it? Category Scorecard Where do we want to go? Category Assessment Where are we? Category Review What are the results? Category Implementation How will we bring it to life?
Copyright©2013TheNielsenCompany.Confidentialandproprietary. 36 SHOPPER-CENTRIC CATMAN Shopper behavior driven Meet’s shopper needs FUNDAMENTAL CATMAN & SHOPPER-CENTRIC TWO LEVEL OF CAT-MAN FUNDAMENTAL CATMAN Consumer (RMS) data-driven Meet’s consumer needs ONE shopper = FOUR consumers! Average household size of Vietnam is 3.8 (GSO)
Copyright©2013TheNielsenCompany.Confidentialandproprietary. 37 KEY THINGS YOU HAVE TO LEARN FUNDAMENTAL SHOPPER-CENTRIC • 4 roles of a category • How to assess a category • Which tactics to apply for which situation for which role • How to implement in reality: task, timing & tips • How to work, build relationship with Retailers and to be their category captain • Embedded shopper insights into current Cat-man process rather than using consumer data only as fundamental Catman • Re-fine your trade strategy, tactics, merchandizing plan with shopper insights • Apply the latest findings of neurological research into in-store tactics
Copyright©2013TheNielsenCompany.Confidentialandproprietary. 38 AGENDA: FUNDAMENTAL CATMAN Definition Market Overview Introduction Roles & responsibilities Category definition Category role Category assessment Category scorecard Category strategies Lunch Category tactics Shopper behavior Review day 1 Category tactics Implementation & review Tools and data needed Lunch Day 1 Day 2
Copyright©2013TheNielsenCompany.Confidentialandproprietary. 39  Imbed a shopper-centric framework into your existing Category Management processes  Define a consistent trade strategy addressing deep shopper insights  Incorporate shopper behavior into tactical decisions  Identify new ways to merchandise a category  Apply the latest findings of neurological research into in-store tactics Benefits Agenda Day 1: strategic Day 2: tactical AGENDA: SHOPPER-CENTRIC CATMAN
Copyright©2015TheNielsenCompany.Confidentialandproprietary. 40 4 TRENDS SHAPING THE FUTURE OF RETAIL IN VIETNAM
pyright©2016TheNielsenCompany.Confidentialandproprietary. 41 4 TRENDS SHAPING THE FUTURE 1. THE CHANGING DEMOGRAPHY 2. MARKET FRAGMENTATION VS. CONCENTRATION 3. CHOOSY CONSUMERS VS. “FAST-MOVING” SHOPPERS 4. THE POWER OF RETAILERS
42 Younger, Older, Wealthier MIDDLE CLASS 33 MILLION by 2020 DYNAMIC & OPTIMISTIC ELDER** POPULATION 20% by 2020 MILLENNIALS* 30% of the current population (*): Age of Adults in 2015: 18-34; (**): Age of Adults in 2020: 50-69 1. VIETNAM DEMOGRAPHY NOW & FUTURE
Copyright©2012TheNielsenCompany.Confidentialandproprietary. 43Source: Nielsen Traditional Trade Thought Leadership Q4, 2015; : Nielsen Retail Index Traditional Trade Rural 2. MARKET FRAGMENTATION VS. CONCENTRATION MAJOR CHALLENGES OF FMCG INDUSTRY
Copyright©2012TheNielsenCompany.Confidentialandproprietary. 44Source: Nielsen Traditional Trade Thought Leadership Q4, 2015; : Nielsen Retail Index >65 MM people are and will be living in Rural Vietnam Rural contributes 54% Total FMCG sales 1.4 M Traditional Trade stores account for 85% FMCG sales Average purchase time 90 sec. Traditional Trade Rural 2. MARKET FRAGMENTATION VS. CONCENTRATION MAJOR CHALLENGES OF FMCG INDUSTRY
Copyright©2012TheNielsenCompany.Confidentialandproprietary. 45Source: Nielsen Traditional Trade Thought Leadership Q4, 2015; : Nielsen Retail Index Traditional Trade Rural Access to new products CONVENIENCE Quick & easy 2. MARKET FRAGMENTATION VS. CONCENTRATION MAJOR CHALLENGES OF FMCG INDUSTRY
46Source: Nielsen Vietnam Region Difference Report • Care what others think, concerned about others opinions • Importance of traditionalism; family values • Long term orientation • Price conscious though not willing to compromise quality to price • More loyal to brands/ product GO BETTER RISK AVERSE HAPPY - GO - LUCKY • Usually worried about their future hence they work hard, make plan and strictly follow their plan • Play safe; mindful in spending • Save and live for better future: highest proportion of income allocation to saving • Satisfied with current life and optimistic about life • Live for the moment - don’t care much about the temporary and believe their lives are temporarily fine • Sense of individualism; highly open for new out of home entertainment channels and venues NORTH CENTER SOUTH
47 CONSUMERS ARE LOOKING FOR HEALTH, QUALITY & AUTHENTICITY “HEALTH” - THE BIGGEST CONCERN Source: Traditional Trade Thought Leadership Q4, 2015; Retail Growth Strategies Report 2016, Lifestyle report 2015 48% VIETNAMESE PEOPLE CONSIDER “STAYING FIT AND HEALTHY” AS TOP ASPIRATION FOR THE FUTURE 9 13 15 18 21 34 19 Malaysia Indonesia Thailand Singapore Philippines Vietnam SEA Average % PEOPLE CONSIDERING “HEALTH” AS BIGGEST & 2ND BIGGEST CONCERN – Q4’15 VALUE-FOR-MONEY 89% Vietnamese consumers will PAY MORE for foods that promote HEALTH benefits 73% willing to pay more for HIGHER QUALITY 48% of Vietnamese consumers purchase packaged food because of “ADDED HEALTH BENEFITS” & “ALL NATURAL INGREDIENTS” 3. CHOOSY CONSUMERS
48 MORE SOPHISTICATED: SEEKING FOR MORE BENEFITS AND MORE SERVICES ON-THE-GO LIFESTYLE USING IN-STORE SERVICES Petro/fillin g stations 52% Fast-food 52% In-store banking 56% Prepared food 45% Coffee services 47% Postal services 47% Source: Traditional Trade Thought Leadership Q4, 2015; Retail Growth Strategies Report 2016, Lifestyle report 2015
Copyright©2012TheNielsenCompany.Confidentialandproprietary. 49 Where do consumers shop? Base: All shoppers 2014 (n=1497), 2015 (n=1500) Ref: Q7a Which of these types of stores have you visited in the past 7 days? Ref: Q8 On average, how often would you shop at the following type of store? Ref: Q7d Which of these types of stores would be the one where you normally buy most of your food and grocery items? Supermarkets Wet Markets Traditional Grocery 52 2014 60 79 85 51 64 % Change (+/-) -6 -8 -13 How often do they shop ? Ave. per month 2015 2014 21.2 22.4 2.7 2.8 8.4 8.6 3.3 3.6 Channel spend most in? 2015 37 49 7 616 11 5 2015 Convenience Stores 4. POWER OF RETAILERS Personal Care 12 9 3 1.0 0.9 0 Supermarkets has replaced Wet Market as channel with highest expenditure, CVS and Personal Care win penetration, with still space to grow 2013 53 34 11 1
Copyright©2012TheNielsenCompany.Confidentialandproprietary. 50 SUPERMARKETS ARE SLOWDOWN ON EXPANSION Source: Banners’ official website SUPERMARKETS’ EXPANSION 71 74 76 77 80 81 82 83 84 84 39 42 50 50 50 52 28 30 31 31 33 33 34 34 17 19 18 20 30 21 21 21 21 19 19 19 19 19 19 6 9 9 9 9 13 13 13 14 1 1 1 1 3 3 5 6 6 6 1 2 2 2 3 4 4 4 4 Sep-14 Dec-14 Mar-15 Jun-15 Sep-15 Dec-15 Mar-16 Jun-16 Sep-16 Co.op Mart VinMart Big C Aeon Citimart Metro Lotte Mart Auchan AEON
Copyright©2012TheNielsenCompany.Confidentialandproprietary. 51Source: Banners’ official website Number of Store MINIMARTS OBSERVE STEADY EXPANSIONS WITH NEW PLAYERS FOOD STORES MINIMARTS’ EXPANSION 83 87 87 89 91 91 88 88 88 98 101 45 45 52 60 61 61 76 83 81 84 85 34 38 38 38 38 15 16 18 20 Sep-14 Dec-14 Mar-15 Jun-15 Sep-15 Dec-15 Mar-16 Jun-16 Sep-16 Co.op Food SatraFoods Zakkamart Bách Hóa Xanh
Copyright©2012TheNielsenCompany.Confidentialandproprietary. 52Source: Banners’ official website Number of Store CVS IS BOOMING ACROSS VIETNAM CVS ’ EXPANSION 88 97 104 110 119 129 139 170 174 183 189 95 97 95 91 103 103 132 141 145142 152 97 103 117 128 129 130 106 108109 130129 48 62 67 65 62 65 65 98 103106106 17 17 17 17 25 30 37 47 50 57 59 Sep-14 Dec-14 Mar-15 Jun-15 Sep-15 Dec-15 Mar-16 Jun-16 Sep-16 Circle K B's Mart Shop & Go Family Mart Mini Stop Vinmart +800
Copyright©2012TheNielsenCompany.Confidentialandproprietary. 53Source: Banners’ official website Number of Store MODERN DRUGSTORES CONTINUED THEIR EXPANSION YET SLOW DOWN IN PAST QUARTER HEALTH & BEAUTY STORES HEALTH & BEAUTY STORES’ EXPANSION 31 33 34 36 37 40 41 43 46 47 47 23 25 27 30 33 38 38 41 41 43 43 34 41 42 42 39 39 Sep-14 Dec-14 Mar-15 Jun-15 Sep-15 Dec-15 Mar-16 Jun-16 Sep-16 Medicare Guardian Pharmacity
Copyright©2012TheNielsenCompany.Confidentialandproprietary. 54 MOM & KIDS CHAIN ALSO PICKING UP Source: Banners’ official website MOM & KIDS CHAIN’ EXPANSION Stores Aug-16 Sep-16 Concung.com 82 83 Bibomart 64 69 Kids Plaza 53 55 TutiCare 24 25 Shoptretho 21 22
Copyright©2012TheNielsenCompany.Confidentialandproprietary. 55 VIETNAM IS ONE OF TOP DESTINATION FOR BUSINESS EXPANSION, ESPECIALLY RETAILING Asia Top 3 priority markets for companies likely to expand Top 11 Worldwide Most attractive retail market FUTURE BUSINESS SENTIMENT SURVEY MAR 2016 GLOBAL RETAIL DEVELOPMENT INDEX TM 2016 Top 3 Asia: China; Indonesia; Vietnam Top 11 Worldwide: China; India; Malaysia; Kazakhstan; Indonesia; Turkey; United Arab Emirates; Saudi Arabia; Peru; Azerbaijan; Vietnam
Nielsen - Vietnam retail landscape