Đang tải... (xem toàn văn)
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 Back to the beginning MAT Q3 2013 | SUMMARY ASIA #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 Growth ≤ -0.5% -0.5% < Growth ≤ 5% Growth > 5% Back to the beginning ASIA IN 10 CLICKS Click on each country to display or hide Insights #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 #SlowGDP Q3 GDP performed under par, even previous strong hypermarket 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 #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, CHINA 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 INDIA #ConvenientLife Indonesian Household is showing interest in Cup VIETNAM Noodle category The buyer base is doubled versus last year SAUDI ARABIA #Stabilization FMCG Value 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 #GrowthUncertainty Though FMCG picks up slightly in recent down in terms of FMCG purchase months thanks to improved economic situation, market growth slowdown 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 #FrequentShoppers Urban Thai households´ Shopping Frequency booming in the years, 1/5 of urban continue to rise current with CVS and reaching PVS increasing fastershoppers 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 dueare to increasing, switching trend to 3in1 #DairyIsImportant Dairy prices but consumers are strong supporter of the dairy sector! #RememberMe Shoppers need to be reminded of the yummy peanut butter sandwich! SOUTH KOREA #HealthierRayaDrinks? Not only applies to CSD & Isotonic Drinks during the festive season but seeing more households leaning towards healthier RTD Tea as festive alternative? TAIWAN THAILAND PHILIPPINES MALAYSIA By clicking on the country insights will display Click again to hide Details per country: click here INDONESIA China ID IN KR MY PH KSA Back Homepage BASKET TRENDS – %Value Change MAT Q3´13 vs YA MAT Q3.13 17% 1% 22% TW TH Back to Summary Asia MAT Q3.12 MAT Q3.11 17% 17% 1% 22% 19% 19% VN 1% 22% 19% 22% 21% 20% 21% 20% 20% %CHANGE FMCG BASKET PER SOCIAL ECONOMIC LEVEL Growth ≤ -0.5% -0.5% < Growth ≤ 5% Growth > 5% Hypermarket TOP 10 Work unit/ Gift / Supermarket/ Grocery Wholesales Others RECRUITERS Free sample CVSIN CHINA (by penetration points growth) Source: MAT Q313 vs YA Category Penetration% CN Indonesia IN KR MY PH KSA Back Homepage BASKET TRENDS – %Value Change MAT Q3.13 vs YA MAT Q3.13 TW TH Back to Summary Asia MAT Q3.12 1% 8% 2% 1% 8%2% 16% 16% 74 % 74 % %CHANGE FMCG BASKET PER SOCIAL ECONOMIC LEVEL Growth ≤ -0.5% -0.5% < Growth ≤ 5% Growth > 5% VN Traditional Minimarket Supermarket Hypermarket Others TOP Trade10 RECRUITERS IN INDONESIA (by penetration points growth) Source: MAT Q313 vs YA Category Penetration% CN ID India KR MY PH KSA Back Homepage BASKET TRENDS – %Value Change MAT Q3´13 vs YA MAT Q3.13 TW TH VN Back to Summary Asia MAT Q3.12 MAT Q3.11 17% 18% 15% 1% 4% 1% 3% 78% 79% %CHANGE FMCG BASKET PER SOCIAL ECONOMIC LEVEL Growth ≤ -0.5% -0.5% < Growth ≤ 5% Kirana/Paan-Beedi (Traditional) Growth > 5% Supermarkets 1% 3% Chemist 78% Network Others Marketing TOP 10 RECRUITERS IN INDIA (by penetration points growth) Source: MAT Q313 vs YA Category Penetration% CN ID IN MY South Korea PH KSA Back Homepage BASKET TRENDS – %Value Change MAT Q3´13 vs YA MAT Q3.13 1% 4% 6% 9% TW TH Back to Summary Asia MAT Q3.12 39% 13% VN 1% 4% 6% 10% 11% 0% 27% MAT Q3.11 1% 4% 7% 11% 10% 39% 28% 28% %CHANGE FMCG BASKET PER SOCIAL ECONOMIC LEVEL Growth ≤ -0.5% -0.5% < Growth ≤ 5% Growth > 5% Hypermarket Supermarket Internet Door M&Ps Department Traditional Mall door Store TOP 10 FMCG BRANDS IN toSOUTH KOREA (by consumer reach points) Source: MAT Q313 vs YA Category Penetration% CN ID IN KR PH Malaysia KSA Back Homepage BASKET TRENDS – %Value Change MAT Q3´13 vs YA MAT Q3.13 8% 2% 1% VN Back to Summary Asia MAT Q3.12 8% 2% 21% TW TH 8% 3% 1% 22% MAT Q3.11 27% 0% 21% 28% 27% %CHANGE FMCG BASKET PER SOCIAL ECONOMIC LEVEL Growth ≤ -0.5% -0.5% < Growth ≤ 5% Growth > 5% Supers Hypers Grocery & Direct Others PVS TOP 10 RECRUITERS IN Sales MALAYSIA (by penetration points growth) Source: MAT Q313 vs YA Category Penetration% Back to the beginning LATAM iN 10 CLIKS Click on each country to display or hide Insights MEXICO BOLIVIA #PracticalityIsTrend in clothes care basket and powder soap #SupermarketGoesDown in the last trimester, supermarkets are losing value MÉXICO #TraditionalTrade categories of high rotation are gaining importance in the traditional trade #Dosage in personal care basket #LessLoyalConsumers in modern trade, specially in warehouses #HealthyJuices entering to the Bolivian households #GovernmentalMeasures double year bonus announced creating uncertainty in the private sector #GlobalSituationAffects we begin to see some features of the recessive environment in CENTROAMÉRICA Q3 #SlightGrowInCAMBasket moderate growth in Basket in Central America, where the cluster of Personal Care is not recovered VENEZUELA CAM VENEZUELA #AccumulatedInflation Already in September, they reached the estimate for 2013 ECUADOR #FewExistance the shortage of supplies persist in all categories COLOMBIA #SpendingRecovery Without further impact, #NewRules The government made official an in the short term its consumption additional 10% in households the minimumreactivate wage since November 1st #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 COLOMBIA #BeveragesContributesPositively Beverages cluster contributes to the basket growth in CAM, influenced mainly by juices, nectars and sodas ECUADOR #DairyPositiveContribute dairythe cluster achieves growth #PersonalCareGrows of 10 categories with bigger penetration influenced by thehighlighting category ofthe powder milk of growth are frommainly Personal Care basket, recovery creams, makeup and fragrances PERU #BasicProductsDevelopment Oils & butters, detergent and powder milk are the fastest growing categories in Volume BOLIVIA #NewBrandsOfSoftDrinks top brands like soft drinks and juices contract, but a new powder tea brand helps to stabilize the basket BRAZIL #BaseOfThePyramid&ModernTrade Lower SEL and supermarkets are the major contributors to market growth BRAZIL #PurchaseFrequencyFalling thespending chance in of migrating being chosen #PremiumConsumption Household to is dwinling premium categories, generating a loss basic #MediumClassSustainingConsumption Inof 2013 theconsumer C class that migrated from D / E continues consumingcategories and driving purchase #TraditionalTrade the channel that had lower volume and ticket before, now joins the big ones PERU #LowerConsumptionLevel Generated by less purchase trips #ModernTrade Housewives increasing their purchase frequency in this channel #HighSEL are maintaining the basket CHILE CHILE ARGENTINA #ConsumptionGrows but stills being affected by the price increases #DryFoods&Infusions Grows even when having the highest price increase #LowerSEL drive the market higher spending from Q3.13 vs Q3.12 ARGENTINA #HighSEL in the last 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 #TopBrands of each category are driving the basket #ProximityIsTheKey of the household’s consumption With click on the country you open the most significant insights, with another click you close them ARG BRA BOL CAM CHI COL ECU MEX PER VEN Back to Back to Summary the Latam beginning ARG BRA BOL CAM CHI COL ECU MEX PER VEN Back to Back to Summary the Latam beginning ARG BRA BOL CAM CHI COL ECU MEX PER VEN Back to Back to Summary the Latam beginning ARG BRA BOL CAM CHI COL ECU MEX PER VEN Back to Back to Summary the Latam beginning ARG BRA BOL CAM CHI COL ECU MEX PER VEN Back to Back to Summary the Latam beginning ARG BRA BOL CAM CHI COL ECU MEX PER VEN Back to Back to Summary the Latam beginning ARG BRA BOL CAM CHI COL ECU MEX PER VEN Back to Back to Summary the Latam beginning ARG BRA BOL CAM CHI COL ECU MEX PER VEN Back to Back to Summary the Latam beginning ARG BRA BOL CAM CHI COL ECU MEX PER VEN Back to Back to Summary the Latam beginning ARG BRA BOL CAM CHI COL ECU MEX PER VEN Back to Back to Summary the Latam beginning 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 tel: +84 39306631 fax: +84 39306632 email: vietnam@kantarworldpanel.com website: www.kantarworldpanel.com.vn KWPVietNam Kantar Worldpanel Vietnam [...]... 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... #BaseOfThePyramid&ModernTrade Lower SEL and supermarkets are the major contributors to market growth BRAZIL #PurchaseFrequencyFalling thespending chance in of migrating being chosen #PremiumConsumption Household to is dwinling premium categories, generating a loss basic #MediumClassSustainingConsumption Inof 2013 theconsumer C class that migrated from D / E continues consumingcategories and driving purchase #TraditionalTrade... mainly in Colombia and Mexico (1) Source: IMF – 2013 Back to the beginning LATAM iN 10 CLIKS Click on each country to display or hide Insights MEXICO BOLIVIA #PracticalityIsTrend in clothes care basket and powder soap #SupermarketGoesDown in the last trimester, supermarkets are losing value MÉXICO #TraditionalTrade categories of high rotation are gaining importance in the traditional trade #Dosage in. .. now joins the big ones PERU #LowerConsumptionLevel Generated by less purchase trips #ModernTrade Housewives increasing their purchase frequency in this channel #HighSEL are maintaining the basket CHILE CHILE ARGENTINA #ConsumptionGrows but stills being affected by the price increases #DryFoods&Infusions Grows even when having the highest price increase #LowerSEL drive the market higher spending from... 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... Latam beginning ARG BRA BOL CAM CHI COL ECU MEX PER VEN Back to Back to Summary the Latam beginning ARG BRA BOL CAM CHI COL ECU MEX PER VEN Back to Back to Summary the Latam beginning ARG BRA BOL CAM CHI COL ECU MEX PER VEN Back to Back to Summary the Latam beginning ARG BRA BOL CAM CHI COL ECU MEX PER VEN Back to Back to Summary the Latam beginning Q1 2013 | KEY INDICATORS Back to the beginning Q1 2013... Q3.13 vs Q3.12 ARGENTINA #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 #TopBrands of each category are driving the basket #ProximityIsTheKey of the household’s consumption With 1 click on the country you open the most significant insights, with another... personal care basket #LessLoyalConsumers in modern trade, specially in warehouses #HealthyJuices entering to the Bolivian households #GovernmentalMeasures double year bonus announced creating uncertainty in the private sector #GlobalSituationAffects we begin to see some features of the recessive environment in CENTROAMÉRICA Q3 #SlightGrowInCAMBasket moderate growth in Basket in Central America, where the... 62% Others TOP 10 RECRUITERS IN VIETNAM (by penetration points growth) Note: Data excluding gift Source: MAT Q313 vs YA Category Penetration% - Urban 4 Cities Back Homepage Back to Summary Asia 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,... Asia Back to the beginning Q3 2013 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