insights emerging markets q3-2013

8/19/2019 Insights Emerging Markets Q3-2013

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MAT Q3 2013 | SUMMARY ASIA

Growth ≤ 0!"# 0!"# $ Growth ≤ "# Growth % "#

&ack tothe

'eginning

()ighInco*e+arning A,,l-ent .ho//er. are the one. riing the .lowown o, MCG growth! Thi. tren i..een in orea4 Thailan4 5hili//ine. an Sa-i Ara'ia!

()ealth6&eerage. -nctional rink.4 RT7 tea4 100# r-it 8-ice4 S/ort. 7rink4 &ir 9e.t:6o- na*e it! All

health6 'eerage. with .trong growth in the region!

(9ear'6;,,line o-tlet. o-tgrow )6/er*arket.! Mini*arket. an Conenience .tore. are the e*ergingchannel.

# =al-e Change MCG ? MAT Q3 2013 .! Year ago


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ASIA I9 10 C@ICSClick on each co-ntr6 toi./la6 or hie In.ight.

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'eginning


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C)I9A

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TAI+A9

SAU7I ARA&IA

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I97IA

(Sta'iliation MCG =al-e growth at D!1#4 ,ir.t E-arter .ince Q22012 not eF/eriencing a .lower /ace!(To/Retailer S-nArt Gro-/ i. the onl6 ke6 /la6er to hae .een.igni,icant growth thi. E-arter reaching a .hare high o, !3#!(5o/Categor6 -nctional rink. kee/ recr-iting .ho//er. anenlarging 'a.ket .ie!

()ighIn,lation ha. reache al*o.t D# in the late.t *onth!(MCGH.lowown contin-e. in Q3 2013 rien '6 5ackageoo. 5er.onal Care!

(S*all town. R-ral earlier the growth engine. hae al.o .loweown in ter*. o, MCG /-rcha.e!

(GrowthUncertaint6 Tho-gh MCG /ick. -/ .lightl6 in recent*onth. thank. to i*/roe econo*ic .it-ation4 *arket growth .lowown ha.nJt 'otto*e o-t in the long r-n!()6/erS-/er*arketSlacken. Growth .low. to 1igit ,or the ,ir.tti*e eer a. ,ewer .ho//er. .witch to )6/erS-/er*arket. an.o*e een .witch 'ack!(*ergingChannel.B Mini*arket. an Conenience Store. are'oo*ing in the c-rrent 6ear.4 reaching 1K" o, -r'an .ho//er.!

(reE-entSho//er. Ur'an Thai ho-.ehol.L Sho//ing reE-enc6contin-e to ri.e with C=S an 5=S increa.ing ,a.ter than otherchannel. a. )6/er*arket. lo.e .hare!(&eeragingThe+a6 &eerage i. growing .trongl6 rien '6 aariet6 o, categorie. .-ch a. RT7 Tea4 Sterilie Milk4 Car'onate

So,t 7rink. an 100# 8-ice!(7ecliningTren 5-re Sol-'le Co,,ee an Co,,ee Crea*ercontin-e to witne.. ecline -e to .witching tren to 3in1!

(GrowthSlowown 7ownwar *arket with ,reE-enc6 /rice ro/!(Shrinking)ighInco*e )igh inco*e gro-/ i. c-tting their ./eningra*aticall6!(;nline;r9ear'6;,,line Along with .-.taina'le online growth4 near'6o,,line channel. .-ch a. .-/er*arket C=S r-g.tore o-tgrowh6/er*arket!

(SlowG75 Q3 G75 /er,or*e -ner /ar4 een /reio-. .trongre.ta-rant .ector i. .howing l-kewar* /er,or*ance4 /o..i'l6 a,,ecte'6 the tainte cooking oil incient!(GooS/ort S/ort. rink *arket i. .eeing light again .ince the *i2011 /la.ticier e'acle4 *-ch thank. to the increa.ing ./ort/o/-lation in Taiwan!

()ae a c-//a In.tant co,,ee growing .teail64 thank. to .trong/er,or*ance ,ro* Co.tco!

()o*eClean)o*e )o-.ehol care /ro-ct. .-ch a. ,a'con.4'leache.4 an .co-ring /a. on an -/tren! Are ho-.ehol. giing*ore i*/ortance to ho*e care(SnackingTi*e Cookie.4 wa,er. an c-/ cake. aggre..iel6 grewer.-. la.t 6ear!(SariSari Strong 7e./ite eF/an.ion e,,ort. o, ke6 retailer.4 nearl6 hal,o, MCG categorie. are .till .o-rce ,ro* traitional trae!

(Slowown MCG growth contin-e. to .lowown oer the 6ear.which i. eient acro.. all the .ector. an e./eciall6 air6 an ,oo!(7rier. en tho-gh .lowown wa. o'.ere acro.. all the SCNS4 iti. /reo*inantl6 rien '6 a,,l-ent cla..!(a.te.t growing categor6 Air re.hner an Conen.e Milk are thecategorie. with growing ol-*e.!

(In,lationSlow.7own Inone.iaJ. In,lation Slow. to !O# inSe/te*'er4 a. /re..-re ea.e on /rice. ,or ,oo4 tran./ortation4co**-nication. an ,inancial .erice. a,ter the I-l itri!(Sta6Awake RT7 Co,,ee i. the new hero in &eerage. *arket!Growth i. increa.ing .igni,icantl6 in 'oth con.-*/tion an '-6er'a.e!(Conenient@i,e Inone.ian )o-.ehol i. .howing intere.t in C-/9oole categor6! The '-6er 'a.e i. o-'le er.-. la.t 6ear!

(7air6I.I*/ortant 7air6 /rice. are increa.ing4 '-t con.-*er. are.trong .-//orter o, the air6 .ectorP(Re*e*'erMe Sho//er. nee to 'e re*ine o, the 6-**6/ean-t '-tter .anwichP()ealthierRa6a7rink. 9ot onl6 a//lie. to CS7 I.otonic 7rink.-ring the ,e.tie .ea.on '-t .eeing *ore ho-.ehol. leaningtowar. healthier RT7 Tea a. ,e.tie alternatie


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=9T+T)SA5)MYR

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I9I7China

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Growth ≤ 0!"# 0!"# $ Growth ≤ "# Growth % "# 0

22%

21%

20%

19%

1#17%

MAT Q3!13 MAT Q3!12 MAT Q3!11&AST TR97S ? #=al-e Change MAT Q3L13 .! YA

T;5 10 RCRUITRS I9 C)I9A


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=9T+T)SA5)MYRI9C9Inone.ia


74%

1#

8%2%1#

MAT Q3!13 MAT Q3!12&AST TR97S ? #=al-e Change MAT Q3!13 .! YA

T;5 10 RCRUITRS I9 I97;9SIA


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I7C9 =9T+T)SA5)MYRInia

79%

O#1#1#15%

iranaK5aan&eei

S-/er*arket. Che*i.t9etworkMarketing

;ther.

78%

3#1#1#17%

#C)A9G MCG &AST 5R S;CIA@ C;9;MIC @=@


&AST TR97S ? #=al-e Change MAT Q3L13 .! YA MAT Q3!13 MAT Q3!12

T;5 10 RCRUITRS I9 I97IA


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I9I7C9 =9T+T)SA5)MYSo-thorea

39%

28%

13#

##O#1%

40%

27%

11#10#

#O#1%39%

28%

10#11#

D#O#1%

)6/er*arket S-/er*arketInternetMall

7oor to oor

M5.7e/art*entStore

Traitional#C)A9G MCG &AST 5R S;CIA@ C;9;MIC @=@


&AST TR97S ? #=al-e Change MAT Q3L13 .! YA MAT Q3!13 MAT Q3!12 MAT Q3!11

T;5 10 MCG &RA97S I9 S;UT) ;RA


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RI9I7C9 =9T+T)SA5)Mala6.ia

41%

27%

21%

2##

S-/er. )6/er.Grocer6 5=S

7irectSale.

;ther.

41%

27%

22%

2##40%

28%

21%

3##




T;5 10 RCRUITRS I9 MA@AYSIA


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MYRI9I7C9 =9T+T)SA

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5hili//ine.

46%

29%

#O#O##

Sari.ariStore.

MoernTrae

Grocerie.MarketStall.

7r-gStore.

;ther.

47%

28%

##O#

D#

47%

28%

9%

O#O#D#




T;5 10 RCRUITRS I9 5)I@I55I9S


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5)MYRI9I7C9 =9T+T)ingo* Sa-i Ara'ia


MAT Q3!13 MAT Q3!12 MAT Q3!11&AST TR97S ? #=al-e Change MAT Q3!13 .! YA

T;5 RCRUITRS I9 SA


13/34

SA5)MYRI9I7C9 =9T+Thailan

34%

20%15%

12%

6%

14%

Grocer6 5roi.ion

)6/er*arket C=S S-/er*arket 7irect Sale. ;ther.

35%

20%13%

11%

#14%

36%

21%

12%

11%

#14%




T;5 10 RCRUITRS I9 T)AI@A97


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T)SA5)MYRI9I7C9 =9Taiwan

23#

1O#

D#D###

3D#

)6/er*arket. 9at! Coo/ C=S 7r-g Store. 7irect Sale. S-/er*arket. ;ther.

23%

14%

#D###

37%

23%

14%

#D###

37%




T;5 10 MCG RCRUITRS I9 TAI+A9


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T+T)SA5)MYRI9I7C9=ietna*

62%18%

11%"#2%2%

StreetSho/.

MoernTrae

+etMarket

S/ecialt67irectSale.

;ther.

62%18%

12%O#2#2#

62%18%

12%O#2#2%

&AST TR97S ? #=al-e Change MAT Q3L13 .! YAUR&A9 O CITIS

&AST TR97S ? #=al-e Change MAT Q3L13 .! YARURA@

9oteB 7ata eFcl-ing gi,t

9oteB 7ata Ur'an O citie.

MAT Q3!13 MAT Q3!12 MAT Q3!11

T;5 10 RCRUITRS I9 =IT9AM


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1

ASIA | Y I97ICAT;RS 2013

So-rce.B IM4 9ational &-rea- o, Stati.tic. o, China4 Traing econo*ic.4 Inia Mini.tr6 o, .tati.tic. 5rogra**e I*/le*entation4 Central Stati.tic &-rea- Inone.ia4 &ank o, orea4Stati.tic.!go!*64 7e/art*ent o, Stati.tic. Mala6.ia4 &ank 9egara Mala6.ia4 www!n.c'!go!/h4 9ational Stati.tical Coorination &oar4 9S7&4 &ank o, Thailan4 General Stati.tic. ;,,iceo, =ietna*4 Sa-i Ara'ian Monetar6 Agenc64 Taiwan 7e/art*ent o, Stati.tic.4 www!i*,!org9otice that each co-ntr6 MCG incl-e. all the categorie. tracke locall64 which are not nece..aril6 the .a*e acro.. A.ia! In Inia4 li*ite n-*'er o, categorie. re/orte -e to +5 notrecoring /rice>



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Q3 2013

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Q3 2013 | SUMMARY @ATAM&ack to

the'eginning

(SlowGrowth A weak eFternal e*an re-ce. the growth in the region reaching 2!2"# G75 growth YT7;ct!4 the lowe.t rate in O 6ear.

(FchangeRate. @atA* -ner in,l-ence o, glo'al ,inancial *arket olatilit64 re./one to it '6 controlling

eFchange rate olatilit6!(@e..oo oo. &a.ket the *o.t a,,ecte in the region with the lowe.t growth *ainl6 in Colo*'ia anMeFico

So-rceB IM ? 2013

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@ATAM I9 10 C@ISClick on each co-ntr6 toi./la6 or hie In.ight.

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'eginning

MVIC;


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C)I@

ARG9TI9A

&RAI@

&;@I=IA

5RU

CUA7;R

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C;@;M&IA

MVIC;

CAM

&;@I=IA(5racticalit6I.Tren in clothe. care 'a.ket an

/ower .oa/

(7o.age in /er.onal care 'a.ket

()ealth68-ice. entering to the &oliianho-.ehol.

(Goern*entalMea.-re. o-'le 6ear 'on-.anno-nce creating -ncertaint6 in the /riate

.ector

ARG9TI9A(Con.-*/tionGrow. '-t .till. 'eing a,,ecte '6 the /rice increa.e.!

(7r6oo.In,-.ion. Grow. een when haing the highe.t /rice increa.e!

(To/&ran. o, each categor6 are riing the 'a.ket

(5roFi*it6I.Thee6 o, the ho-.eholJ. con.-*/tion

+ith 1 click on the co-ntr6 6o- o/en the *o.t .igni,icant in.ight.4 with another click 6o- clo.e the*

C)I@(@owerS@ rie the *arket higher ./ening ,ro* Q3!13 . Q3!12

()ighS@ in the la.t 3 6ear.4 a ecrea.e in ./ening ancon.-*/tion i. notice in thi. S@ ho-.ehol.

(TraitionalTrae achiee. eelo/*ent in recent 6ear.4increa.ing /artici/ation in the Chilean *arket

5RU(@owerCon.-*/tion@eel Generate '6 le.. /-rcha.e tri/.

(MoernTrae )o-.ewie. increa.ing their /-rcha.e ,reE-enc6 in thi.channel

()ighS@ are *aintaining the 'a.ket

&RAI@

(5-rcha.ereE-enc6alling the chance o, 'eing cho.en i. winling

(Mei-*Cla..S-.tainingCon.-*/tion In 2013 the C cla.. that *igrate,ro* 7 K contin-e. con.-*ing an riing /-rcha.e!

(TraitionalTrae the channel that ha lower ol-*e an ticket 'e,ore4now Woin. the 'ig one.

C9TR;AMRICA(SlightGrowInCAM&a.ket *oerate growth in &a.ket inCentral A*erica4 where the cl-.ter o, 5er.onal Care i.not recoere!

(&eerage.Contri'-te.5o.itiel6 &eerage. cl-.tercontri'-te. to the 'a.ket growth in CAM4 in,l-ence*ainl6 '6 W-ice.4 nectar. an .oa.

(7air65o.itieContri'-te air6 cl-.ter achiee. growth*ainl6 in,l-ence '6 the categor6 o, /ower *ilkC;@;M&IA

(S/eningRecoer6 +itho-t ,-rther i*/act4 in the .hortter* ho-.ehol. reactiate it. con.-*/tion

()ighS@S/enMore )igh S@ are riing the eelo/*ento, ./ening witho-t co*/en.ating the ,all in low an *ile

S@ ho-.ehol.

(More)o-.eCleaning &eerage. an ,oo are .till lo.ing./en while ho*e care i. gaining ,reE-enc6

(5re*i-*Con.-*/tion )o-.ehol ./ening in *igrating to/re*i-* categorie.4 generating a lo.. o, 'a.ic con.-*er

categorie.

=9U@A(Acc-*-lateIn,lation Alrea6 in Se/te*'er4

the6 reache the e.ti*ate ,or 2013

(ewFi.tance the .hortage o, .-//lie. /er.i.tin all categorie.

(9ewR-le. The goern*ent *ae o,,icial anaitional 10# in the *ini*-* wage .ince

9oe*'er 1.t

MVIC;(S-/er*arketGoe.7own in the la.t tri*e.ter4 .-/er*arket. are lo.ing al-e

(TraitionalTrae categorie. o, high rotation are gaining i*/ortance in the traitionaltrae

(@[email protected]*er. in *oern trae4 ./eciall6 in wareho-.e.

(Glo'alSit-ationA,,ect. we 'egin to .ee .o*e ,eat-re. o, the rece..ie eniron*ent inQ3

CUA7;R(5er.onalCareGrow. O o, 10 categorie. with the 'igger /enetrationgrowth are ,ro* 5er.onal Care 'a.ket4 highlighting the recoer6 o,crea*.4 *ake-/ an ,ragrance.!

(&a.ic5ro-ct.7eelo/*ent ;il. '-tter.4 etergent an /ower *ilkare the ,a.te.t growing categorie. in =ol-*e!

(9ew&ran.;,So,t7rink. to/ 'ran. like .o,t rink. an W-ice. contract4'-t a new /ower tea 'ran hel/. to .ta'ilie the 'a.ket

(&a.e;,The56ra*iMoernTrae @ower S@ an .-/er*arket. arethe *aWor contri'-tor. to *arket growth

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Q1 2013 | Y I97ICAT;RS the'eginning

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Q1 2013 | Y I97ICAT;RS the'eginning


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A'o-t antar +orl/anelantar +orl/anel i. the worl leaer in con.-*er knowlege an in.ight. 'a.e on contin-o-.con.-*er /anel.! It. )igh 7e,inition In./irationX a//roach co*'ine. *arket *onitoring4 aanceanal6tic. an tailore *arket re.earch .ol-tion. to elier 'oth the 'ig /ict-re an the ,ine etail thatin./ire .-cce..,-l action. '6 it. client.! antar +orl/anelJ. eF/erti.e a'o-t what /eo/le '-6 or -.e ?

an wh6 ? ha. 'eco*e the *arket c-rrenc6 ,or 'ran owner.4 retailer.4 *arket anal6.t. an goern*entorgani.ation. glo'all6!

+ith oer 0 6ear.J eF/erience4 a tea* o, 34"004 an .erice. coering *ore than "" co-ntrie. irectl6or thro-gh /artner.4 antar +orl/anel elier. )igh 7e,inition In./irationX in ,iel. a. ier.e a.MCG4 i*/-l.e /ro-ct.4 ,a.hion4 'a'64 teleco**-nication. an entertain*ent4 a*ong *an6 other.!

or ,-rther in,or*ation4 /lea.e i.it -. at www!kantarworl/anel!co*!n

Contact -. in =ietna*antar +orl/anel =ietna*" =o =an Tan Street4 7i.trict 34)o Chi Minh Cit64 =ietna*telB O 33031,aFB O 33032e*ailB ietna*Zkantarworl/anel!co*

we'.iteB www!kantarworl/anel!co*!n

+5=iet9a* antar +orl/anel =ietna*

insights emerging markets q3-2013

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