Kantar Worldpanel - FMCG Monitor - P2%2713 - En

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Confectionary

12 weeks period ending 24 February 2013(12 w/e P2/13)

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EXECUTIVE SUMMARY

˃ In line with moderate economic expansion, February inflation rate has rise by 7.1% over the previous year and by 1.3% compared with previous month – the lowest pace among past February months. Most of this price increase comes from food sectors due to high consumer demand during Tet.

˃ Despite the overall lagging demand, the FMCG market has surged by 15% in Urban and 9% in Rural over the last three months compared to a year ago in terms of value. Beverages, Packaged Foods and Home Care are among the most favoured sectors during this season.

˃ Street Shop is still the key shopping channel in both Urban and Rural. Modern Trade continues to keep up its high-speed expansion with a rapid two-digit growth across the country, directly impacting wet market.

˃ Instant Coffee in Urban and Biscuits in Rural enjoy great volume growth by +21% and +29% respectively thanks to both consumption uplift and buyer attraction.

˃ Tet is the peak moment of consumer spending in Vietnam. The spectacular growth in Tet consumption is mainly driven by confectionary, soft drinks and cooking additives sectors.

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+7.0% CPIFebruary 2013 vs. year ago

+15%FMCG GROWTH, URBAN 4 CITIES12 weeks ending 24 February 2013 vs. year ago(12 w/e P2/13 vs. YA)

+9%FMCG GROWTH, RURAL12 weeks ending 24 February 2013 vs. year ago(12 w/e P2/13 vs. YA)

+5.0% GDPFull year 2012 vs. year ago

#EasedPricePressureInflation pressure eased as domestic consumption struggled to rebound.

#FMCGBloomsDespite moderate economic expansion, FMCG market has surged by 15% in Urban and 9% in Rural compared to last year.

KEY INDICATORS

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FMCG – MONTHLY YEAR-ON-YEAR CHANGE (%)After slowing down since mid-2012, FMCG market has surged up in last period thanks to high demand during Tet.

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Packaged Foods in Urban and Beverage in Rural achieved the best performance partly thanks to high consumer demand during Tet.

FMCG BASKET TRENDS

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RETAILER SNAPSHOT – URBAN

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RETAILER SNAPSHOT – RURAL

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KEY

MESSAGES

EASED INFLATION AMID LOW DOMESTIC DEMAND

LEADING DRIVE OF PACKAGED FOODS IN URBAN & BEVERAGES IN RURAL

MODERN TRADE IN RAPID GROWTH

HOT CATEGORIES: INSTANT COFFEE IN URBAN & BISCUITS IN RURAL

TET – A SPECTACULAR SPENDING SPREE BEVERAGES & CONFECTIONARY ARE KING

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