Bo co cp nht tnh hnh

th trng FMCG Vit Nam

12 tun kt thc vo 21/05/2017 (12 w/e P517)

Thnh th 4 thnh ph chnh & Nng thn Vit Nam
 TIU IM CHNH
1 2 3 4 5
CC CH S XU HNG NGNH HNG KNH TIU IM
CHNH FMCG TIU BIU MUA SM

CPI bnh qun 5 thng Th trng FMCG NC P TRI CY Ca hng bch ha v CA HNG TIN LI
u nm vn cao hn Thnh th 4 TP chnh trn l ngnh hng ang knh mua sm hin i (CVS): Nhn t lm
mc 4%. Mc tiu tng TNG TRNG. Th tng trng ni bt. duy tr tng trng tch thay i cuc chi trong
trng kinh t nm 2017 trng Nng thn tip tc cc. th trng bn l Vit
vn cn l THCH phc hi. Nam?
THC.
CC CH S CHNH
CPI bnh qun 5 thng u nm vn tng cao trn mc 4%. Mc d doanh thu bn l hng tiu dng tng u, tnh
hnh FDI v xut khu c k vng s tip tc ci thin, tuy nhin mc tiu tng trng kinh t nm 2017 hin vn
ang l thch thc i vi Vit Nam.

+4.47% +5.10% +10.4%

YTD 0517 so vi cng k
Q117 so vi cng k YTD 0517 so vi cng k

Doanh thu bn l
CPI GDP hng tiu dng

+1.59% +5.48% +9.5%

YTD 0516 so vi cng k Q116 so vi cng k YTD0516 so vi cng k
Ngun: Tng cc thng k

3
 XU HNG FMCG Trong ngn hn, tc tng trng th trng FMCG Thnh
th 4 TP chnh gim nh so vi Qu 1, tuy nhin vn ang trn
tng trng. Th trng Nng thn tip tc phc hi nh s phc
BC TRANH TNG TRNG TH TRNG FMCG (%) hi v sn lng tiu th.
10

5.1
5
2.6 Tng trng Tng trng
2.7 gi tr% khi lng%
0
Thnh
th 4.1 5.2
2.5 2.4

12 w/e P5'17
Q1'15

Q2'15

Q3'15

Q4'15

Q1'16

Q2'16

Q3'16

Q4'16

Q1'17
1.9
4 TP 0.4
-5

% Tng trng Gi trung bnh * Gi tr Khi lng** Mt nm kt thc vo P517 2015 vs YA 2016 vs YA 2017 vs YA

10

6.5

5 8.7 7.3
3.5 5.4 4.6 4.0
Nng 2.2
3.2 thn
0
Q1'15

Q2'15

Q3'15

Q4'15

Q1'16

Q2'16

Q3'16

Q4'16

Q1'17

12 w/e P5'17

*: tnh % thay i gi trung bnh, chng ti tnh mc ng gp ca gi trong thay i gi tr ca mi ngnh hng, cng tt c cc s
-5 ny li v xem n trong tng quan vi ng gp ca mi ngnh hng trong tng gi tr th trng cng k nm trc.
**: tnh % thay i khi lng th trng FMCG, chng ti tnh mc ng gp ca khi lng trong thay i gi tr ca mi ngnh
Ngun: Kantar Worldpanel | Households panel | Thnh th 4 TP chnh & Nng thn Vit Nam |
hng, cng tt c cc s ny li trong tng quan vi ng gp ca mi ngnh hng trong tng gi tr th trng cng k nm trc.
FMCG khng bao gm qu tng

4
 TNG TRNG FMCG THEO NGNH HNG
Ngnh hng Thc ung tng trng tt c Thnh th v Nng thn, nhiu ngnh hng Chm sc c nhn v Chm sc gia nh khng
thit yu cng pht trin tt. Hu ht cc sn phm Chm sc c nhn u tng sn lng tiu th trong khi nhng sn phm Chm sc
gia nh mi ni nh khn giy hp/ b ti, nc git, cc sn phm ty ra... tip tc thu ht ngi mua mi. Phi chng gn y ngi
tiu dng ch trng nhiu hn n v sinh c nhn v mi trng sng xung quanh?
Tng trng gi tr % Tng trng khi lng* % 12 w/e P517 so vi cng k nm ngoi

SA V SP THC UNG THC PHM SP CHM SC SP CHM SC

T SA NG GI C NHN GIA NH

Thnh th -3 10 7 11 14
4 TP -4 6 1 8 14

7 9 1 11
Nng thn 12
5 8 -4 8 8

*: tnh % thay i khi lng th trng FMCG, chng ti tnh mc ng gp ca khi lng trong thay i gi tr ca mi ngnh hng, cng tt c cc s ny li trong tng quan vi ng gp ca mi ngnh hng trong tng
gi tr th trng cng k nm trc.
Ngun: Kantar Worldpanel | Households panel | Thnh th 4 TP chnh & Nng thn Vit Nam | FMCG khng bao gm qu tng

5
 NGNH HNG TIU BIU
Nc p tri cy l ngnh hng tng trng ni bt c Thnh th 4 TP v Nng thn. Lng tiu th nhiu hn l ngun tng
trng chnh cho ngnh hng, ngoi ra ngnh hng ny vn cn nhiu c hi m rng thm mng li ngi tiu dng. Liu cc
thng hiu Nc p c nm bt c xu hng sc khe ca ngi tiu dng thc y thm tng trng hay khng?

NC P TRI CY
(cho tiu th ti nh)
12 w/e P517 so vi cng k nm ngoi

Bn c bit
Thnh th 4 TP Nng thn

Tng trng trung bnh 1 tun, ch c

khi lng +23% +54% 4% ngi* ung Nc p
c nhn hiu trong khi
T l 12% 7% c ti 56% ung loi
h mua trn tng s h gia nh trn tng s h gia nh khng c nhn hiu.

Khi lng/ 282ml/ tun 282ml/ tun *Source: Kantar Worldpanel | Drinking Usage
h gia nh panel | Thnh th 4 TP | C nhn trn 4 tui |
(+25%) (+37%) Tiu th ti nh v tiu th bn ngoi

Ngun: Kantar Worldpanel | Households Panel | Thnh th 4 TP & Nng thn | Tng FMCG khng bao gm qu tng

6
 KNH MUA SM
khu vc Thnh th, bn l hin i ang tng trng nhanh hn so vi bn l truyn thng nh s phc hi ca Siu th & i
siu th cng vi s pht trin khng ngng ca knh Siu th nh v Ca hng tin li. Trong khi , m hnh Ca hng bch ha
tip tc m rng Nng thn, thu ht hn 800 nghn h mua mi. C v nh ngi tiu dng Nng thn cng ang hng n
cc a im mua sm hin i, nng cp hn.
6 6 10
3 2

14 3 6 34 % TH PHN V GI TR 16 2 5 8

12 32 17
Thnh th 12 w/e P517
4 TP 7 7
Nng thn
10

10 68
29
12 w/e P516
67
26

CA HNG TIM TP CH TRUYN CA HNG SIU TH/ SIU TH MINI/

KHC
BCH HA HA NH THNG CHUYN DOANH I SIU TH CA HNG TIN LI

TNG TRNG GI TR %
(12 w/e P517 so vi cng k nm ngoi)

CA HNG TIM TP CH TRUYN CA HNG SIU TH/ SIU TH MINI/ CA HNG TIM TP CH TRUYN
BCH HA HA NH THNG CHUYN DOANH I SIU TH CA HNG TIN LI BCH HA HA NH THNG

9% 4% 5% 4% 15% 21% 31% 5% 5%

= Ngun: Kantar Worldpanel | Households panel | Thnh th 4 TP chnh & Nng thn Vit Nam | FMCG khng bao gm qu tng

7
 TIU IM CA THNG
Ca hng tin li (CVS): Nhn t lm thay i cuc chi trong th trng bn l Vit Nam?
Chui ca hng bn l Nht Bn 7-Eleven khai trng ca hng u tin ti Vit Nam trong thng 6, ha hn lm cho th trng bn
l si ng hn. Nhiu ngi chi tham gia, nhiu ca hng mc ln, loi hnh bn l ny dn xut hin trn mi no ng khu vc
Thnh th. Vi tri nghim mua sm nhanh, tin v hin i m loi hnh ny mang li cng vi "vn ho xe my", liu ngi tiu dng
Vit c b qua cc giai on pht trin ca bn l hin i v chuyn thng sang knh mua sm ny hay khng?!

1000
S lng ca hng T l h mua sm ti Ca hng tin li
(cho tiu th ti nh)
800 80%

600

400 22%
15%
200 8%
5%

0
2014 2015 2016 2017 2030F

VinMart+ Shop & Go Circle K B's Mart Family Mart Aeon Citimart B&B Ministop Ngun: Kantar Worldpanel | Households Panel | Thnh th 4 TP chnh | FMCG khng bao gm qu tng

8
 Vi nt v Kantar Worldpanel

Kantar Worldpanel l chuyn gia ton cu trong vic nghin cu hnh

vi ca ngi mua hng.

Thng qua vic quan st th trng lin tc, thc hin cc phn tch
cao cp v a ra cc gii php ph hp, Kantar Worldpanel truyn
cm hng cho cc quyt nh thnh cng ca cc thng hiu ln,
cc nh bn l, cc nh phn tch th trng v cc t chc chnh ph
trn ton th gii.

Vi hn 60 nm kinh nghim, cng i ng 3.500 nhn vin, v s

hin din ti hn 60 quc gia, Kantar Worldpanel bin hnh vi mua
hng thnh li th cnh tranh trong nhiu lnh vc a dng nh hng
tiu dng nhanh, sn phm cho em b v cc lnh vc khc.

bit thm thng tin, vui lng truy cp

www.kantarworldpanel.com.vn

Lin h
Nguyn Th Nh Ngc
Associate Marketing Manager
Email: nhungoc.nguyenthi@kantarworldpanel.com
Tel: +84 8 3930663 | Mob: +84 (0)988 445 401
Kantar Worldpanel Vietnam | 58 V Vn Tn, Q.3, Tp. HCM, Vit Nam