Kantar worldpanel consumer insights emerging markets in Asia

GrowthSlowdown Downward market with frequency price drop. ShrinkingHighIncome High income group is cutting their spending dramatically. OnlineOrNearbyOffline Along with sustainable online growth, nearby offline channels such as supermarket CVS drugstore outgrow hypermarket. SlowGDP Q3 GDP performed under par, even previous strong restaurant sector is showing lukewarm performance, possibly affected by the tainted cooking oil incident. GoodSport Sports drink market is seeing light again since the mid2011 plasticizer debacle, much thanks to the increasing sport population in Taiwan. Have a cuppa Instant coffee growing steadily, thanks to strong performance from Costco. HomeCleanHome Household care products such as fabcons, bleaches, and scouring pads on an uptrend. Are households giving more importance to home care? SnackingTime Cookies, wafers and cup cakes aggressively grew versus last year. SariSari Strong Despite expansion efforts of key retailers, nearly half of FMCG categories are still sourced from traditional trade.

Click on each region

MAT Q3 2013 | SUMMARY ASIA

Growth ≤ -0.5% -0.5% < Growth ≤ 5% Growth > 5%

Back to the beginning

#HighIncomeWarning Affluent shoppers are the ones driving the slowdown of FMCG growth This trend is seen in Korea, Thailand, Philippines and Saudi Arabia.

#HealthyBeverages Functional drinks, RTD tea, 100% Fruit Juice, Sports Drink, Bird Nest…you name it All healthy beverages with strong growth in the region.

#NearbyOffline outlets outgrow Hypermarkets Minimarkets and Convenience stores are the emerging

channels (Vietnam, Thailand, Taiwan, Korea)

% Value Change FMCG – MAT Q3 2013 vs Year ago

ASIA IN 10 CLICKS

Click on each country to

display or hide Insights

Back to the beginning

By clicking on the country insights will

display Click again to hide.

CHINA

PHILIPPINES

TAIWAN SAUDI ARABIA

INDONESIA

VIETNAM THAILAND MALAYSIA

SOUTH KOREA INDIA

#Stabilization FMCGValue growth at 7.1%, first quarter since Q2

2012 not experiencing a slower pace

#TopRetailer Sun-Art Group is the only key player to have seen significant growth this quarter reaching a share high of 8.3%

#PopCategory Functional drinks keep recruiting shoppers and enlarging basket size

#HighInflation has reached almost 7% in the latest month

#FMCG_slowdown continues in Q3 2013 driven by Packaged Foods

& Personal Care

#Small towns & Rural -earlier the growth engines- have also slowed down in terms of FMCG purchase

#GrowthUncertainty Though FMCG picks up slightly in recent months thanks to improved economic situation, market growth slow-down hasn’t bottomed out in the long run

#Hyper-SupermarketSlackens Growth slows to 1-digit for the first time ever as fewer shoppers switch to Hyper-Supermarkets and some even switch back

#EmergingChannels: Minimarkets and Convenience Stores are booming in the current years, reaching 1/5 of urban shoppers

#FrequentShoppers Urban Thai households´ Shopping Frequency continue to rise with CVS and PVS increasing faster than other channels as Hypermarkets lose share

#BeveragingTheWay Beverage is growing strongly driven by a variety of categories such as RTD Tea, Sterilized Milk, Carbonated Soft Drinks and 100% Juice

#DecliningTrend Pure Soluble Coffee and Coffee Creamer continued to witness decline due to switching trend to 3in1

#GrowthSlowdown Downward market with frequency & price drop

#ShrinkingHighIncome High income group is cutting their spending

dramatically

#OnlineOrNearbyOffline Along with sustainable online growth, nearby

offline channels such as supermarket & CVS & drugstore outgrow

hypermarket

#SlowGDP Q3 GDP performed under par, even previous strong

restaurant sector is showing lukewarm performance, possibly affected

by the tainted cooking oil incident

#GoodSport Sports drink market is seeing light again since the

mid-2011 plasticizer debacle, much thanks to the increasing sport

population in Taiwan

#Have a cuppa Instant coffee growing steadily, thanks to strong

performance from Costco

#HomeCleanHome Household care products such as fabcons,

bleaches, and scouring pads on an uptrend Are households giving

more importance to home care?

#SnackingTime Cookies, wafers and cup cakes aggressively grew

versus last year

#Sari-Sari Strong Despite expansion efforts of key retailers, nearly half

of FMCG categories are still sourced from traditional trade

#Slowdown FMCG growth continues to slowdown over the years

which is evident across all the sectors and especially dairy and food

#Drivers Even though slowdown was observed across all the SEC'S, it

is predominantly driven by affluent class

#Fastest growing category Air Freshner and Condensed Milk are the

categories with growing volumes

#InflationSlowsDown Indonesia’s Inflation Slows to 8.4% in

September, as pressure eased on prices for food, transportation,

communications and financial services after the Idul Fitri

#StayAwake RTD Coffee is the new hero in Beverages market

Growth is increasing significantly in both consumption and buyer

base

#ConvenientLife Indonesian Household is showing interest in Cup

Noodle category The buyer base is doubled versus last year

#DairyIsImportant  Dairy prices are increasing, but consumers are

strong supporter of the dairy sector!

#RememberMe Shoppers need to be reminded of the yummy peanut butter sandwich!

#HealthierRayaDrinks? Not only applies to CSD & Isotonic Drinks during the festive season but seeing more households leaning towards healthier RTD Tea as festive alternative?

VN TW

TH KSA

PH MY

KR

Back to Summary Asia

IN ID

TOP 10 RECRUITERS IN CHINA (by penetration points growth)

%CHANGE FMCG BASKET PER SOCIAL ECONOMIC LEVEL Hypermarket Work unit/ Gift / Free sample Supermarket/ CVS Grocery Wholesales Others

22%

21% 20%

VN TW

TH KSA

PH MY

KR IN

TOP 10 RECRUITERS IN INDONESIA (by penetration points growth)

%CHANGE FMCG BASKET PER SOCIAL ECONOMIC LEVEL Traditional Trade Minimarket Supermarket Hypermarket Others

3% 1%

17%

%CHANGE FMCG BASKET PER SOCIAL ECONOMIC LEVEL

Growth ≤ -0.5% -0.5% < Growth ≤ 5% Growth > 5% 0

BASKET TRENDS – %Value Change MAT Q3´13 vs YA MAT Q3.13 MAT Q3.12

TOP 10 RECRUITERS IN INDIA (by penetration points growth)

IN ID

Hypermarket Supermarket InternetMall Doorto door M&Ps Department Store Traditional

%CHANGE FMCG BASKET PER SOCIAL ECONOMIC LEVEL

Growth ≤ -0.5% -0.5% < Growth ≤ 5% Growth > 5% 0

BASKET TRENDS – %Value Change MAT Q3´13 vs YA MAT Q3.13 MAT Q3.12 MAT Q3.11

TOP 10 FMCG BRANDS IN SOUTH KOREA (by consumer reach points)

Back to Summary Asia Back Homepage

KR IN

%CHANGE FMCG BASKET PER SOCIAL ECONOMIC LEVEL

Growth ≤ -0.5% -0.5% < Growth ≤ 5% Growth > 5% 0

BASKET TRENDS – %Value Change MAT Q3´13 vs YA MAT Q3.13 MAT Q3.12 MAT Q3.11

TOP 10 RECRUITERS IN MALAYSIA (by penetration points growth)

Back to Summary Asia Back Homepage

MY KR

IN ID

9% 4% 4% 7%

%CHANGE FMCG BASKET PER SOCIAL ECONOMIC LEVEL

Growth ≤ -0.5% -0.5% < Growth ≤ 5% Growth > 5% 0

BASKET TRENDS – %Value Change MAT Q3´13 vs YA MAT Q3.13 MAT Q3.12 MAT Q3.11

TOP 10 RECRUITERS IN PHILIPPINES (by penetration points growth)

PH MY

KR IN

ID

Saudi Arabia

Growth ≤ -0.5% -0.5% < Growth ≤ 5% Growth > 5% 0

MAT Q3.13 MAT Q3.12 MAT Q3.11 BASKET TRENDS – %Value Change MAT Q3.13 vs YA

TOP RECRUITERS IN KSA (by penetration points growth)

%CHANGE FMCG BASKET PER SOCIAL ECONOMIC LEVEL

Hyper/Super Baqala Mini market Wholesale Pharmacy Others

Back to Summary Asia Back Homepage

KSA PH

MY KR

IN ID

%CHANGE FMCG BASKET PER SOCIAL ECONOMIC LEVEL

Growth ≤ -0.5% -0.5% < Growth ≤ 5% Growth > 5% 0

BASKET TRENDS – %Value Change MAT Q3´13 vs YA MAT Q3.13 MAT Q3.12 MAT Q3.11

TOP 10 RECRUITERS IN THAILAND (by penetration points growth)

Back to Summary Asia Back Homepage

TH KSA

PH MY

KR IN

6%

37%

%CHANGE FMCG BASKET PER SOCIAL ECONOMIC LEVEL

Growth ≤ -0.5% -0.5% < Growth ≤ 5% Growth > 5% 0

BASKET TRENDS – %Value Change MAT Q3´13 vs YA MAT Q3.13 MAT Q3.12 MAT Q3.11

TOP 10 FMCG RECRUITERS IN TAIWAN (by penetration point growth)

Back to Summary Asia Back Homepage

TW TH

KSA PH

MY KR

IN ID

ModernTrade

WetMarket Specialty

DirectSales Others

Note: Data excluding gift

Note: Data Urban 4 cities

MAT Q3.13 MAT Q3.12 MAT Q3.11

TOP 10 RECRUITERS IN VIETNAM (by penetration points growth)

Back to Summary Asia Back Homepage

ASIA | KEY INDICATORS 2013

Sources: IMF, National Bureau of Statistics of China, Trading economics, India Ministry of statistics & Programme Implementation, Central Statistic Bureau Indonesia, Bank of Korea, Statistics.gov.my, Department of Statistics Malaysia, Bank Negara Malaysia, www.nscb.gov.ph, National Statistical Coordination Board, NESDB, Bank of Thailand, General Statistics Office

of Vietnam, Saudi Arabian Monetary Agency, Taiwan Department of Statistics, www.imf.org

*Notice that each country FMCG includes all the categories tracked locally, which are not necessarily the same across Asia In India, limited number of categories reported due to KWP not recording price)

Back to Summary Asia Back Homepage

Back to Summary Asia Back Homepage

Q3 2013

Back to the beginning

Q3 2013 | SUMMARY LATAM

Back to the beginning

#SlowGrowth A weak external demand reduces the growth in the region reaching 2.25% GDP growth YTD Oct., the lowest rate in 4 years

#ExchangeRates LatAm under influence of global financial market volatility, responded to it by controlling exchange rate volatility.

#LessFood Foods Basket the most affected in the region with the lowest growth mainly in Colombia and

Mexico

(1) Source: IMF – 2013

LATAM iN 10 CLIKS

Click on each country to

display or hide Insights

Back to the beginning

ARGENTINA

BRAZIL BOLIVIA

PERU ECUADOR

VENEZUELA COLOMBIA

#Dosage in personal care basket

#HealthyJuices entering to the Bolivian

households

#GovernmentalMeasures double year bonus

announced creating uncertainty in the private

sector

ARGENTINA

#ConsumptionGrows but stills being affected by the price increases

#DryFoods&Infusions Grows even when having the highest price

increase

#TopBrands of each category are driving the basket

#ProximityIsTheKey of the household’s consumption

CHILE

#LowerSEL drive the market higher spending from Q3.13 vs Q3.12

#HighSEL in the last 3 years, a decrease in spending and consumption is noticed in this SEL households

#TraditionalTrade achieves development in recent years, increasing participation in the Chilean market

PERU

#LowerConsumptionLevel Generated by less purchase trips

#ModernTrade Housewives increasing their purchase frequency in this channel

#HighSEL are maintaining the basket

BRAZIL

#PurchaseFrequencyFalling the chance of being chosen is dwinling

#MediumClassSustainingConsumption In 2013 the C class that migrated

from D / E continues consuming and driving purchase

#TraditionalTrade the channel that had lower volume and ticket before,

now joins the big ones

CENTROAMÉRICA

#SlightGrowInCAMBasket moderate growth in Basket in Central America, where the cluster of Personal Care is not recovered

#BeveragesContributesPositively Beverages cluster contributes to the basket growth in CAM, influenced mainly by juices, nectars and sodas

#DairyPositiveContribute dairy cluster achieves growth mainly influenced by the category of powder milk

COLOMBIA

#SpendingRecovery Without further impact, in the short

term households reactivate its consumption

#HighSELSpendMore High SEL are driving the development

of spending without compensating the fall in low and middle

SEL households

#MoreHouseCleaning Beverages and food are still losing

spend while home care is gaining frequency

#PremiumConsumption Household spending in migrating to

premium categories, generating a loss of basic consumer

categories

VENEZUELA

#AccumulatedInflation Already in September,

they reached the estimate for 2013

#FewExistance the shortage of supplies persist

in all categories

#NewRules The government made official an

additional 10% in the minimum wage since

November 1st

MEXICO

#SupermarketGoesDown in the last trimester, supermarkets are losing value

#TraditionalTrade categories of high rotation are gaining importance in the traditional trade

#LessLoyalConsumers in modern trade, specially in warehouses

#GlobalSituationAffects we begin to see some features of the recessive environment in Q3

ECUADOR

#PersonalCareGrows 4 of 10 categories with the bigger penetration growth are from Personal Care basket, highlighting the recovery of creams, makeup and fragrances

#BasicProductsDevelopment Oils & butters, detergent and powder milk are the fastest growing categories in Volume

#NewBrandsOfSoftDrinks top brands like soft drinks and juices contract, but a new powder tea brand helps to stabilize the basket

#BaseOfThePyramid&ModernTrade Lower SEL and supermarkets are the major contributors to market growth

Back to the beginning

VEN PER

MEX ECU

COL CHI

CAM

Back to Summary Latam

BOL BRA

ARG

Back to the beginning

VEN PER

MEX ECU

COL CHI

CAM BOL

BRA

ARG

Back to Summary Latam

Back to the beginning

VEN PER

MEX ECU

COL CHI

Back to the beginning

VEN PER

MEX ECU

COL CHI

CAM

BOL BRA

ARG

Back to Summary Latam

Back to the beginning

VEN PER

MEX ECU

COL

CHI

CAM BOL

BRA

ARG

Back to Summary Latam

Back to the beginning

VEN PER

MEX ECU

COL

CHI CAM

BOL BRA

ARG

Back to Summary Latam

Back to the beginning

VEN PER

MEX

ECU

COL CHI

CAM BOL

BRA

ARG

Back to Summary Latam

Back to the beginning

VEN PER

MEX

ECU COL

CHI CAM

BOL BRA

ARG

Back to Summary Latam

Back to the beginning

VEN

PER

MEX ECU

COL CHI

CAM BOL

BRA

ARG

Back to Summary Latam

Back to the beginning

VEN

PER MEX

ECU COL

CHI CAM

BOL BRA

ARG

Back to Summary Latam

Q1 2013 | KEY INDICATORS

Back to the beginning

Q1 2013 | KEY INDICATORS

Back to the beginning

About Kantar Worldpanel

Kantar Worldpanel is the world leader in consumer knowledge and insights based on continuous consumer panels Its High Definition Inspiration™ approach combines market monitoring, advanced analytics and tailored market research solutions to deliver both the big picture and the fine detail that inspire successful actions by its clients Kantar Worldpanel’s expertise about what people buy or use – and why – has become the market currency for brand owners, retailers, market analysts and government organisations globally.

With over 60 years’ experience, a team of 3,500, and services covering more than 55 countries directly

or through partners, Kantar Worldpanel delivers High Definition Inspiration™ in fields as diverse as FMCG, impulse products, fashion, baby, telecommunications and entertainment, among many others.

For further information, please visit us at www.kantarworldpanel.com.vn

Contact us in Vietnam

Kantar Worldpanel Vietnam

58 Vo Van Tan Street, District 3,

Ho Chi Minh City, Vietnam