MARKET PULSE Q4 REPORT – NIELSEN VIET NAM · Prepared by Nielsen Vietnam February 2017 MARKET...
Transcript of MARKET PULSE Q4 REPORT – NIELSEN VIET NAM · Prepared by Nielsen Vietnam February 2017 MARKET...
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0.9% 1.1% 0.6% 0.9% 0.9% 0.8% 0.6%
1.1% 0.7%
1.3%
3.1%
4.1%
3.7%
0.7%
3.8% 4.6%
2.3%
5.2%
3.5%
6.0% 4.0%
5.2%
4.3%
1.6%
4.7%
5.4%
2.9%
6.3%
4.3%
7.3%
0%
1%
2%
3%
4%
5%
6%
7%
8%
Unit value change Volume change Nominal value growth
IN KEY CITIES, FMCG SEES LONG-TERM IMPROVEMENT IN 2016 DESPITE VOLATILITY
Source: Nielsen Retail Index – Versus year ago
Fast Moving Consumer Goods dynamics - Total 6 cities
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Super Category Contribution and Growth - Total 6 Cities
FOOD KEEPS UP MOMENTUM WHEN BEVERAGE ALSO SHOWS STRONG PICK-UP
Source: Nielsen Retail Index – Versus year ago; % is value contribution to Total FMCG MAT TY
5.6%
-1.9% -0.9%
0.7%
-3.5%
4.7%
7.8%
11.6% 10.4%
7.0%
10.2% 9.4% 8.9% 9.2%
4.7%
7.3%
-2.1% -2.9%
3.0% 2.8% 1.6%
4.0%
1.3% 3.2%
BEVERAGE FOOD MILK BASED
40% 15% 15%
Unit Value Change Volume Change Nominal Value Growth
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GOOD GROWTH IS ALSO SEEN IN NON-FOOD, EXCEPT FOR BABY CARE
Source: Nielsen Retail Index – Versus year ago; % is value contribution to Total FMCG MAT TY
3.9%
0.4%
-0.5%
6.1%
-1.5%
4.6%
8.2% 8.1% 7.6%
2.4% -0.1%
-0.8%
-5.6%
2.2%
3.9%
9.6%
-3.5% -2.8%
3.1%
6.4% 4.6%
8.1%
5.1%
8.1%
-11.5%
-6.0%
3.3% 2.7%
-4.6% -4.1%
-12.1%
-4.2%
HOME CARE PERSONAL CARE CIGARETTE BABY CARE
6% 8% 13% 3%
Super Category Contribution and Growth - Total 6 Cities
Unit Value Change Volume Change Nominal Value Growth
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0.9% 1.9%
0.7% 0.4% 1.0% 1.4% 1.6%
2.0% 1.9% 1.6%
5.1% 3.5% 5.2%
2.9%
6.2% 6.4%
3.7%
4.2%
1.2%
5.3%
6.1%
5.3% 5.9%
3.3%
7.3% 7.8%
5.3%
6.1%
3.1%
6.9%
0%
1%
2%
3%
4%
5%
6%
7%
8%
9%
Unit value change Volume change Nominal value growth
NEVERTHELESS, MUCH MORE VOLATILE PICTURE OUTSIDE KEY CITIES, WITH RECENT UPTICK IN Q4
Source: Nielsen Retail Index – Versus year ago
Fast Moving Consumer Goods dynamics – Total Nationwide
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4.9% 5.5% 5.5%
3.0% 5.3%
5.8%
4.3%
6.3%
4.8%
6.7%
-6%
-4%
-2%
0%
2%
4%
6%
8%
10%
Total Urban
Unit Value change Volume change Nominal growth
Fast Moving Consumer Goods dynamics - Urban vs Rural
Source: Nielsen Retail Index – Versus year ago Note: This slide only includes Feminine Protection, Hair Conditioner, Shampoo, Toothpaste, Toothbrush, Personal Wash, Dishwashing Liquids, Fabric Softener, Laundry Products, Bouillon-MSG, RTDM, Soft Drink, Packaged Water, Energy Drink, RTDT, Cigarette, Sport Drink, Sweet Condensed Milk, Fruit Juice , Household Cleaners, Beer, Instant Noodles, Household Insecticide, Tonic Food Drinks, Pie&Sponge Cake, and Biscuits
RURAL COULD NOT KEEP UP STRONG MOMENTUM FROM 2015 YET STILL PROVES POTENTIAL
51% 49%
Rural
Urban
7.1%
5.2% 6.3%
3.6%
9.2% 9.7%
6.2% 6.0%
1.5%
7.0%
-6%
-4%
-2%
0%
2%
4%
6%
8%
10%
Total Rural
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6.0% 5.3%
5.9%
3.2%
7.2% 7.9%
5.3% 6.0%
3.1%
6.8%
-5%
0%
5%
10%
15%
Traditional Trade
Unit Value change Volume change Nominal growth
Fast Moving Consumer Goods dynamics – Traditonal Trade vs Modern Trade 6 Cities
Source: Nielsen Retail Index – Versus year ago
89%
11%
TT
MT
6.6%
7.2% 6.8% 5.9% 8.4% 5.4%
6.3%
10.8%
3.8%
8.3%
-5%
0%
5%
10%
15%
Modern Trade