COVID-19:

The FMCG
Weekly News
September Week 2
(Data updated to 12/09/2021)

Worldpanel Division, Kantar Vietnam

Welcome to our series of The FMCG Weekly News
Staying Ahead and Abreast with the Changing Consumer / Shopper behavior.
At Worldpanel Division, today more than ever, we believe
behavioral evidence plays a greater role to help us see what is
happening. Having the clarity of sight allows us to develop or
calibrate our growth strategies and responses to them. Our
focused insights reveal what happens to consumer behavior
whilst being forced to stay at home, and post lockdown - which
allows us to measure the consequences of future behaviors.

Given the current development of COVID-19 situation, to

ensure that you stay on top of what is happening, we would like
to provide a more frequent & updated read on how consumer /
shopper behaviors are changing in the take home FMCG
market, through our series of The FMCG Weekly News.

If you have any questions or queries regarding your category,

please feel free to contact your client service team who will be
able to assist, or contact us via:
Vietnam@kantarworldpanel.com.

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 NUMBER OF COVID-19 CASES ON WEEKLY BASIS
Weekly Cumulative Confirmed COVID 19 Cases in Vietnam

800,000
Wave 1: Wave 2: Wave 3: Wave 4: 756,689
23-Jan to 16-Apr 25-Jul to 1-Dec 28-Jan to 25-Mar 27-Apr to now
700,000 Total cases:415 Total cases:1136 Total cases:1301 Total cases:+750,000
Total deaths: 0 Total deaths: 35 Total deaths: 0 Total deaths: +18,000

600,000

500,000
1st case Case no.17 Lockdown New cases in New cases in MCO in Lockdown
in VN in HN MCO* in Da Nang Hai Duong Community HCMC in HCMC
400,000 The military
manning
several
300,000
checkpoints

200,000

100,000

2020 2021

Source: WHO MCO*: Movement control order 3

Number of confirmed Covid 19 cases continue to increase in Vietnam
(Wave 4’s Historical events in HCMC) - Cumulative Confirmed COVID 19 Cases in Vietnam
Cumulative Confirmed COVID 19 Cases in Vietnam Cumulative Death Cases in Vietnam

Total
Vaccinated rate in HCMC (updated to 29th Sep) HCMC began strict social Ho Chi Minh City
authorities extended the deaths
distancing measures under
800,000 directive 11 with the strict ‘shelter-in-place’ 20000
1 dose Fully military manning several lockdown restrictions
vaccinated checkpoints until September 15 18000
700,000
42.8% HCMC imposed
98.2% MCO under stricter HCMC banned HCMC extended 16000
600,000 directive 16 people from going MCO under stricter
outdoors at night directive 16 for 1
14000
month
HCMC first
500,000 HCMC implemented social 12000
applied distancing
directive 10
400,000 10000
HCMC applied HCMC extended
directive 15 & 16 directive 15 8000
300,000 (in some places) for 2 weeks

6000
200,000 HCMC banned the
gatherings of more 4000
New cases in than 20 people at
100,000 Community public places
2000

0 0

Source: Vietnam briefing | Vnexpress MCO*: Movement control order 4

What do we see so far?

1. FMCG spending remains at normal level in the week ending 12

September 2021.

2. Trip size gets smaller, probably as a result of stockpiling in previous

weeks and out of stock of many products.

3. Dairy and Packaged Food cool down in the latest week while
Personal Care and Beverages show early signals of recovery.

4. Online increases positively thanks to some restrictions lifted. As

people are not allowed to go shopping in some areas in HCMC, the
purchases made by government/military is up to 5% of FMCG
value.

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 FMCG spending remains at normal level in the week ending 12
1 September 2021
Index vs pre-covid week (average week of April 2019) – Weekly FMCG spending (Urban 4 key cities)

180 Wave 1 Wave 2 Wave 3 Wave 4

170

160

Tet period

Tet period
150

140

130

120

110

100

90

80
Week
ending

2019 2020 2021

Source: Worldpanel Division | Households Panel | Urban 4 Key Cities Vietnam 6

 Trip size gets smaller, probably as a result of stockpiling in previous
2 weeks and out of stock of many products

Index vs pre-covid week (average week of April 2019) – Weekly FMCG performance across key measures (Urban 4 key cities)

180 Wave 1 Wave 2 Wave 3 Wave 4

160 Spend/trip

Unit/trip

Tet period

Tet period
140
Trip

120

100

80

60
Week
ending

2019 2020 2021

Source: Worldpanel Division | Households Panel | Urban 4 Key Cities Vietnam 7

 Dairy and Packaged Food cool down in the latest week while Personal
3 Care and Beverages show early signals of recovery

Value share by sector – Weekly FMCG spending (Urban 4 key cities)

50 Dairy Wave 1 Wave 2 Wave 3 Wave 4

Beverages
45
Packaged food
40 Personal Care
Home Care
35

Tet period

Tet period
30

25

20

15

10

0
Week
ending

2019 2020 2021

Source: Worldpanel Division | Households Panel | Urban 4 Key Cities Vietnam 8

 Online share recovers strongly as some movement restrictions are lifted
4 while Minimarket and Hyper&Super remain stable over the latest weeks
Value share by channel – Weekly FMCG spending (Urban 4 key cities)

Hyper & Super

Wave 1 Wave 2 Wave 3 Wave 4
20
Minimarket

Online

Tet period

Tet period
15

10

0
Week
ending

2019 2020 2021

Source: Worldpanel Division | Households Panel | Urban 4 Key Cities Vietnam 9

 As people are not allowed to go shopping in some areas in HCMC, the
5 purchases made by government/military is up to 5% of FMCG value
Value share of “Bought by others” channel – Weekly FMCG spending (in HCMC only)

20
HCMC began strict social
distancing measures
under directive 11 with the
15 military manning several
checkpoints

10

0
Week
ending

Source: Worldpanel Division | Households Panel | Urban HCMC 10

Weekly data is now available,
updated to 12 September 2021!

Reach out to us to support your

business questions.

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Kantar is the world’s leading data, insights and
consulting company. We understand more about how
people think, feel, shop, share, vote and view than
anyone else. Combining our expertise in human
understanding with advanced technologies, Kantar’s
30,000 people help the world’s leading organizations
succeed and grow.

For further information, please visit us at

www.kantarworldpanel.com/vn

Contact us

Nguyen Thi Nhu Ngoc – Senior Marketing Manager

Worldpanel Division, Vietnam

E: NhuNgoc.NguyenThi@kantar.com
ơ

M: +84 988 445 401

58 Vo Van Tan St., Dist. 3, Ho Chi Minh City, Vietnam
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