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MAT Q3 2013 | SUMMARY ASIA

China India Indonesia Korea Malaysia Philippines Saudi Thailand Taiwan Vietnam

FMCG Total 8,8% 4,0% 16,0% 3,7% 3,2% 1,1% 5% 10,2% 7,4% 10,9%

Food 8,0% 0,9% 11,0% 5,3% 3,3% -1,1% 5% 9,2% 10,3% 3,3%

Beverages 12,1% 7,3% 21,0% 0,3% 3,4% 3,0% 5% 18,5% 7,6% 13,3%

Dairy Products 11,5% 10,4% 19,0% -2,8% 3,0% 0,3% 3% 5,9% 7,9% 13,3%

Home Care 8,5% 11,1% 14,0% -1,6% 1,7% 4,5% 9% 9,8% 0,0% 9,6%

Personal Care 7,7% 6,5% 23,0% 6,9% 3,9% 2,6% 5% 12,7% 7,6% 17,0%

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

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#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 CLICKSClick on each country to display or hide Insights

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CHINA

PHILIPPINES

TAIWAN

SAUDI ARABIA

Details per country: click here INDONESIA

VIETNAM

THAILAND

MALAYSIA

SOUTH KOREA

INDIA

#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 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?

MAT DataMAT Q4´12 vs year ago

MAT Q1´13 vs year ago



Total 12,5% 10,7% 9,4% 8,8%Low Income -3,1% 4,1% 7,2% 8,0%

Middle Income 8,5% 6,6% 5,9% 6,2%High Income 34,5% 27,6% 22,1% 18,9%

VNTWTHKSAPHMYKR

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INIDChina

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

1 FUNCTION DRINK 5,02 CEREALS 2,23 COFFEE 2,14 SANITARY PROTECTION 1,65 QUICK SOUP 1,26 FROZEN FOOD 0,97 SOFT CAKE 0,88 RTD TEA 0,79 TEA 0,7

10 BISCUIT 0,7

Rank 2013 CategoriesAdditional Penetration

points

22%

21%

20%

19%

1%

17%

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

FMCG Total 8.8%Food 8.0%Beverages 12.1%Dairy Products 11.5%Home Care 8.5%Personal Care 7.7%

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

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%

22%

20%

19%

1%

17%

Source: MAT Q313 vs YA Category Penetration%

22%

22%

20%

19%

1%

17%

VNTWTHKSAPHMYKRINCNIndonesia


MAT DataMAT Q1´13 vs

year agoMAT Q2´13 vs


year ago

Total 17% 19% 16%Low Income 29% 27% 20%

Middle Income 19% 21% 18%High Income 10% 13% 13%


74%

16%

8%2%1%

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

TOP 10 RECRUITERS IN INDONESIA (by penetration points growth)%CHANGE FMCG BASKET PER SOCIAL ECONOMIC LEVEL

Traditional TradeMinimarket Supermarket Hypermarket Others

74%

16%8%2%1%


1 SOFT DRINK 13.22 CANNED FOOD 13.13 FACIAL TISSUE 134 READY TO DRINK COFFEE 10.55 CULTURED MILK 9.96 COCONUT MILK 97 ISOTONIC 7.48 SHOWER GEL 7.49 CHEESE 7.2

10 MALTED/CHOCOLATE DRINK 7.1


points

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IDCN VNTWTHKSAPHMYKRIndia





year ago

Total 7,4% 6,7% 4,0% 2,9%Low Income 7,6% 6,7% 3,9% 2,8%


77%

3%1%1%

15%FMCG Total 2.9%Food -0.2%Beverages 5.3%Dairy Products 11.8%Home Care 10.0%Personal Care 5.1%

Kirana/Paan-Beedi (Traditional) Supermarkets Chemist Network

Marketing Others

76%

3%1%1%17%

%CHANGE FMCG BASKET PER SOCIAL ECONOMIC LEVEL


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

1 INSECTICIDES 2.1%

2 NOODLES/VERMICELLI 0.8%

3 FLOOR CLEANER 0.7%

4 SAUCE/KETCHUP 0.6%

5 SANITARY PRODUCTS 0.6%

6 METAL SCOURERS 0.5%

7 WASHING POWDER/L 0.1%

8 OIL/GHEE/VANASPA 0.020%


points

TOP 10 RECRUITERS IN INDIA (by penetration points growth)


75%

3%1%1%17%

MAT Q3.11


INIDCN VNTWTHKSAPHMYSouth Korea

1 Wet tissue 5.5

2 Body cleanser 5.1

3 Seasoning 4.4

4 Lotion 4.2

5 Cooking oil 3.9

6 Cheese 3.8

7 Essence 3.7

8 Vinegar 3.4

9 Mouth w ash 3.3

10 Body moisturizer 3.2


points

31%

22%

8%

6%4%3%1%

33%

22%

7%

6%4%3%1%

31%

22%

6%

7%5%3%1%FMCG Total 3.7%

Food 5.3%Beverages 0.3%Dairy Products -2.8%Home Care -1.6%Personal Care 6.9%

Hypermarket Supermarket InternetMall

Doorto door M&Ps Department

Store Traditional



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)






year ago

Total 7,3% 6,1% 4,2% 3,7%Low Income 6,9% 6,7% 5,3% 5,0%

Middle Income 8,8% 6,7% 4,4% 4,7%High Income 4,8% 2,0% -0,4% -3,3%


KRINIDCN VNTWTHKSAPHMalaysia

41%

27%

21%

2%8%

MAT DataMAT Q4´12 vs year ago




Total 4,8% 5,0% 4,5% 3,2%Low Income 11,4% 13,7% 9,9% 6,3%

Middle Income 2,8% 0,4% -0,1% -0,1%High Income 3,4% 4,0% 5,2% 4,3%


Supers Hypers Grocery & PVS

DirectSales Others

41%

27%

22%3%

8%

40%

28%

22%3%

8%




1 Peanut Butter 4.82 RTD Tea 3.53 Lipsticks 3.14 Spaguetti 2.45 Yoghurt Drink 1.96 Coconut Milk 1.77 Confectionery 1.58 Cheese 1.59 Rice 1.4

10 Cultured Milk 1.3


points

TOP 10 RECRUITERS IN MALAYSIA (by penetration points growth)



MYKRINIDCN VNTWTHKSA


Philippines

46%

29%

8%

6%4%

8%

Sari-sariStores

ModernTrade Groceries Market

StallsDrugStores Others

47%

28%

9%6%

4%7%

47%

28%

9%5%

5%7%








year ago

Total 5.3% 4.7% 3.1% 1.1%Low Income 3.8% 0.4% 2.4% 1.7%

Middle Income 0.5% -0.3% -0.7% -0.5%High Income 6.3% 5.8% 3.9% -11.3%

1 Deodorant 6.22 Dishwash 5.13 Scouring Pads 4.34 Cultured Milk 3.45 RTE Breakf. Cereal 3.36 Wafer/ Wafer Sticks 3.17 Fabric Softener 3.08 Bleach 3.09 Yoghurt Drink 2.8

10 Cubes/ Bouillon 2.7


points

TOP 10 RECRUITERS IN PHILIPPINES (by penetration points growth)


FMCG Total 1.1%Food -1.1%Beverages 3.0%Dairy Products 0.3%Home Care 4.5%Personal Care 2.6%

PHMYKRINIDCN VNTWTHKingdom Saudi Arabia


1 AIR FRESHNER 2.6

2 CONDENSED MILK 2.8

3 SANITARY NAPKINS 0.5

4 SOUPS 0.2

5 JUICES 0.2

6 LABNEH 0.1

7 TOOTHPASTES 0.1

8 LABAN ZABADI (YOGHURT) 0.1

9 EDIBLE OILS & GHEE 0.1

10 BISCUITS 0.0


points

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

TOP RECRUITERS IN KSA (by penetration points growth)%CHANGE FMCG BASKET PER SOCIAL ECONOMIC LEVEL



31%

31%

21%

5%2%

9%

33%

31%

19%

5%2%9%33%

32%

19%

5%2%9%

Hyper/Super Baqala Mini market Wholesale Pharmacy Others





year ago

Total 7,5% 7,0% 6,0% 4,6%Low Income 16,7% 11,3% 8,2% 7,9%



KSAPHMYKRINIDCN VNTWThailand

34%

20%15%

12%

6%

14%

Grocery & Provision Hypermarket CVS Supermarket Direct Sales Others

35%

20%13%

11%

6%

14%36%

21%12%

11%

7%

14%






Total 11,0% 10,4% 10,6% 10,2%Low Income 7,8% 13,6% 15,4% 18,3%





1 RTD Tea 9.72 Sterilized LQ Milk 5.63 Deodorant 5.14 Pasteurized LQ Milk 55 Cup Yogurt 4.96 Powder Health Tonic 4.87 Liquid Detergent 4.48 Body Wash 4.49 Essence Of Chicken 4

10 Toothbrush 3.7


points

TOP 10 RECRUITERS IN THAILAND (by penetration points growth)



THKSAPHMYKRINIDCN VNTaiwan

23%

14%

8%7%7%

6%

37%FMCG Total 7.4%Food 10.3%Beverages 7.6%Dairy Products 7.9%Home Care 0.0%Personal Care 7.6%

Hypermarkets Nat. Coop CVS Drug Stores Direct Sales Supermarkets Others

23%

14%

7%6%7%6%

37%23%

14%

7%7%7%6%

37%




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


1 Beer 5.6

2 Essences / Bird Nest 4.8

3 Spirits 4.2

4 Condiments / Seasoning 4.1

5 Packaged Water 4.0

6 Wet Tissue 3.7

7 Sun Protection 3.7

8 Make Up/ Cosmetics 3.4

9 Vinegar 3.2

10 Facial Skincare 3.2


pointsMAT Q4´12 vs year ago




Total 9,2% 9,8% 9,6% 7,4%Low Income 16,5% 13,6% 10,7% 6,8%



TWTHKSAPHMYKRINIDCNVietnam

1 Liquid Handwash 4.82 Ketchup 4.13 Liquid Detergent 3.84 Bouillon 3.55 Instant Coffee 3.46 Floor Cleaner 3.47 Bathroom Cleaner 2.98 Candy 2.29 Instant Rice Soup 1.9

10 Drinking Water 1.7


points

62%18%

11%5%2%2%

FMCG Total 10.9%Packaged Food 3.3%Beverages 13.3%Dairy Products 13.3%Home Care 9.6%Personal Care 17.0%

StreetShops

ModernTrade

WetMarket Specialty Direct

Sales Others

62%18%

12%2%4%

2%

62%18%

12%2%4%

2%

BASKET TRENDS – %Value Change MAT Q3´13 vs. YAURBAN 4 CITIES

FMCG Total 10.2%Packaged Food 0.1%Beverages 16.5%Dairy Products 19.3%Home Care 15.1%Personal Care 17.0%

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

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)

Source: MAT Q313 vs YA Category Penetration% - Urban 4 Cities


16

ASIA | KEY INDICATORS 2013

CN IN ID KR MY

GDP Growth in 2013 7,8% 5,7% 5,7% 2,8% 5,1%

2013 Inflation (CPI %) 2,6% 10,0% 8,4% 2,2% 1,6%

Avg. Household Spend per year on FMCG* 1,200 USD 228 USD* 475 USD 1,218 USD 969 USD

Annual Purchase frequency (FMCG) 88 times 338 times 414 times 101 times 108 times

Average Household Size 2.8 members 4.9 members 4 members 3,0 members 4.5 members

PH KSA TW TH VN

GDP Growth in 2013 6,0% 4,4% 3,0% 5,9% 5,2%

2013 Inflation (CPI %) 2,7% 3,9% 2,1% 4,1% 8,2%

Avg. Household Spend per year on FMCG* 632 USD 2,172 USD 1,425 USD 624 USD 668 USD

Annual Purchase frequency (FMCG) 346 times 215 times 103 times 215 times 166 times

Average Household Size 5 members 5.8 members 2.8 members 3,6 members 4.6 members

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)


Q3 2013

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Q3 2013 | SUMMARY LATAMBack to

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#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 CLIKSClick on each country to display or hide Insights

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CHILE

ARGENTINA

BRAZIL

BOLIVIA

PERU

ECUADOR

VENEZUELA

COLOMBIA

MÉXICO

CAM

BOLIVIA#PracticalityIsTrend in clothes care basket and

powder soap

#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

With 1 click on the country you open the most significant insights, with another click you close them

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 milkCOLOMBIA

#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

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LatamBOLBRA

ARG

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BOLBRAARG

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CAMBOLBRAARG

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CHICAMBOLBRAARG

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ECUCOLCHICAMBOLBRAARG

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MEXECUCOLCHICAMBOLBRAARG

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Q1 2013 | KEY INDICATORSBack to

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