Transcript English version

Confectionary
12 weeks period ending 24 March 2013
(12 w/e P3/13)
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EXECUTIVE SUMMARY
˃ GDP in Q1/2013 struggles to expand by +4.9% on a year-on-year basis, marking an
improvement in growth rate compared to the same period in 2012, yet not strong
enough to reverse the deceleration trend.
˃ FMCG market maintains steady growth at +12% in Urban and +11% in Rural after Tet,
leading by Dairy and Beverages. Besides, positive scores were also seen in Home
Care sector at +16% growth in Rural with more and more consumers purchasing
households products to ease their housework.
˃ Specialty Stores show the most rapid growth among all channels in Urban with a
+25% increase in value compared with the same quarter last year, mainly driven by its
growth in Dairy.
˃ Liquid Detergent in Urban and CSD in Rural are the stars throughout this quarter with
an impressive volume growth at roughly +30%.
˃ FMCG & Fresh Food remains an essential part (more than ¼) of wallet share in both
Urban and Rural. Beside FMCG & Fresh Food, Education and Savings played an
important part of a typical Vietnamese wallet share.
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KEY INDICATORS
+4.9% GDP
Quarter 1/2013 vs. year ago
#FragileRecoverySigns
+6.6% CPI
March 2013 vs. year ago
GDP growth in Q1/2013 is
higher than year ago, yet not
many indicators support
economic improvement.
FMCG GROWTH, URBAN 4 CITIES
+12% 12 weeks ending 24 March 2013 vs. year ago
(12 w/e P3/13 vs. YA)
#FMCGSteadyGrowth
FMCG market maintains
steady performance in both
Urban and Rural after Tet.
FMCG GROWTH, RURAL
+11% 12 weeks ending 24 March 2013 vs. year ago
(12 w/e P3/13 vs. YA)
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FMCG – 12 WEEKLY YEAR-ON-YEAR CHANGE (%)
Affected by the current economic downturn, FMCG market shows a slow-down in long term
though maintains a steady growth after Tet’s peak season.
4
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FMCG BASKET TRENDS
Dairy and Beverages are the top growing sectors in both Urban and Rural. Besides, positive
scores are also seen in Home Care.
5
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RETAILER SNAPSHOT – URBAN
6
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RETAILER SNAPSHOT – RURAL
7
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8
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1
GDP GROWTH SLIGHTLY ACCELERATES YET STAYS
AROUND ITS DECADE-LOW
2
IMPRESSIVE GROWTH OF DAIRY AND BEVERAGE
& EXPANSION OF HOME CARE IN RURAL
3
KEY
THE RISE OF SPECIALTY STORES ESPECIALLY IN
DAIRY PRODUCTS
MESSAGES
4
HOT CATEGORIES: LIQUID DETERGENT IN URBAN &
CARBONATED SOFT DRINKS IN RURAL
5
INSIDE CONSUMER’S WALLET: FMCG & FRESH
FOOD STAY THE CORE
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