MARKET PULSE Q3 REPORT –

NIELSEN VIET NAM

Prepared by Nielsen Vietnam

October 2016
FMCG GROWTH IN 6 KEY CITIES
7%
6.3%
6% 5.4%

4.8% 4.5% 4.7%

5% 4.3%
4.3%

4% 3.6%
2.9% 5.2%

3%
2.8% 4.6%
3.9%
3.5% 1.5% 3.8%
2.0% 3.7% 3.5%
2.6%
2% 1.5%
0.7% 2.3%
0.6%
1%
1.3% 1.4% 1.1%
0.9% 0.9% 0.9% 0.9% 0.9% 0.8% 0.8%
0.6% 0.6%
0%

Unit value change Volume change Nominal value growth

Source: Nielsen Market Pulse Report Q3

Copyright © 2015 The Nielsen Company 2

FMCG GROWTH IN URBAN AND RURAL

TOTAL URBAN TOTAL RURAL

9.7%
10% 10% 9.2%

8% 8%
6.3% 6.3% 6.2% 6.0%
5.5% 5.8% 5.8%
6% 5.3% 5.3% 6%
4.5% 4.8%
4.1% 4.3%
5.5%
4% 3.0% 4%
3.6% 1.5%
2% 2% 2.9%

0% 0%

-2% -2%

Unit Value change Volume change Nominal growth

Source: Nielsen Market Pulse Report Q3

Copyright © 2015 The Nielsen Company 3

BEER VS. NON-ALCOHOLIC BEVERAGE NOMINAL VALUE GROWTH - NATIONWIDE

BEER NON-ALCOHOLIC BEVERAGE

Beverages (Soft Drink, Energy Drink, Packaged Water, RTD Tea, Sport
Drink, Fruit Juice, Coffee)
13.2% 13.7% 13.5% 13.3%

9.8%
8.7% 9.2% 9.4% 9.6%
8.4%
6.1% 7.1%
6.5%

4.0%
2.9%

-3.6%

Source: Nielsen Market Pulse Report Q3 Beverages (Soft Drink, Energy Drink, Packaged
Water, RTD Tea, Sport Drink, Fruit Juice, Coffee)

Copyright © 2015 The Nielsen Company 4

SUPER CATEGORY CONTRIBUTION AND GROWTH IN 6 KEY CITIES

41% 15% 15%

BEVERAGE FOOD MILK BASED

10.4% 10.2%9.4%
8.9% 9.2% 7.8%
7.0%
5.6%
4.7% 4.7% 4.0%
0.7% 3.0% 3.0%
1.7% 1.3%

-0.9%
-1.9% -2.3%-2.9%
-4.9% -3.5%

Unit Value Change Volume Change Nominal Value Growth

Source: Nielsen Market Pulse Report Q3

Copyright © 2015 The Nielsen Company 5

SUPER CATEGORY CONTRIBUTION AND GROWTH IN 6 KEY CITIES

6% 8% 13% 3%
HOME CARE PERSONAL CARE CIGARETTE BABY CARE

8.2%
7.5% 8.1%
6.1% 4.6% 6.4%
3.9% 3.8% 2.3%
3.9% 4.6% 5.1% 3.3%
3.1% 2.7%
2.2%
0.4%

-0.7% -0.5% -0.1%

-1.5%
-0.8% -2.8%
-3.5% -4.1%
-10.1
-5.6% -4.7%
-4.8% % -6.0%

-11.5 -
% 12.1%

Unit Value Change Volume Change Nominal Value Growth

Source: Nielsen Market Pulse Report Q3

Copyright © 2015 The Nielsen Company 6

FMCG GROWTH IN TRADITIONAL TRADE AND MODERN TRADE

TRADITIONAL TRADE MODERN TRADE

FMCG Contribution: 89% FMCG Contribution: 11%
15% 15%
11.5%
10.5%
9.6%
10% 10%
6.5% 6.6% 5.9%
5.6% 4.3% 4.9%
5.0%
3.9% 7.1% 6.9%
5% 3.8% 5%
2.3% 2.0% 2.2%
1.1% 0.9% 2.8%
0% 0%

-5% -5%

Unit Value change Volume change Nominal growth

Source: Nielsen Market Pulse Report Q3

Copyright © 2015 The Nielsen Company 7