Key chains

evolution report

Prepared by Retailer Vertical Vietnam

Data period: Jun 2021

© 2021 Nielsen Consumer LLC. All Rights Reserved.

Introduction

Conducted period
Jun 1st – Jun 30th, 2021

Scope
Only cover major chains

Image placeholder
Sources
Retailer’s website, Official Facebook page, Web scrapping, Desk research

Notes
From Jun-21, add Nuty Cosmetic into Health & Beauty panel to better reflect the market.

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Channel
landscape

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Two column numbered list
Contents

1 Channel landscape 2 Retail in the News

■ Panels’ overview
■ 148 markets in HCMC closed due to Covid-19
■ Supermarket/ Hypermarket outbreak

■ Minimart & foodstore ■ HCMC imposing a two-week lockdown leads to

panic-buying behavior
■ Convenience store
■ MUJI opened the first store in Hanoi
■ Health & beauty
■ Diana disappeared from Vinmart’s shelves
■ Mom & baby
■ 8000m2 temporary warehouse is built to support
■ Pharmacy chain Supermarket/Minimart in HCMC

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Panels overview
Minimart leads key chains store number, yet has slowed down the expansion rate. Meanwhile, Pharmacy is
key driver for key chain expansion in Vietnam

Evolution of Key Chains Store by panels Expansion rate

Last 12 months Jun-21 vs YA | %

8,184 8,333 8,158 8,280 8,401 8,217 8,307 8,373 8,506 8,635 8,762
7,969 8,073

705 824 951 998

669 742 804 764 868 906 Pharmacy Chain 69%
612 734
682 685 708 771 779 798
666 695 701 729 745 746 765
202 200 213
211 214 265 226 226 230 232 235 Mom & Baby 20%
221 223
932 939 971 1018 1,032
931 959 962 983 993 988 999
979
H&B + Drugstore 16%

CVS 11%

Minimart 2%
5,112 5,248 5,311 5,087 5,131 5,171 5,030 5,017 5,083 5,135 5,189
4,944 5,007
Supermarket 6%

Cash & Carry 5%

427 434 461 445 449 443 446 449 450 451 452 453 454 Total MT Chain 10%

Jun-20 Jul-20 Aug-20 Sep-20 Oct-20 Nov-20 Dec-20 Jan-21 Feb-21 Mar-21 Apr-21 May-21 Jun-21

Source: Retailers’ official website. Cash and Carry has 20 stores, yet wasn’t displayed due to small scale.
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 Panels overview
Supermarket/ Hypermarket Convenience store Health & beauty
Guardian 99
Co.op Mart 124 Circle K 432
Family Mart Medic are 86
VinMart 123 160
MINISTOP 119 Hasaki 24
Big C 43
GS25 111 Nuty Cosmetics 8
Sakuko 31 Aeon Wellness
B's Mart 108 9
Lan Chi Mart 25 Watson 7
7-Elev en 60
Hapromart BRG Mart 18 Cheers 38 Matsumoto Kiyoshi 1
Lotte Mart 15 Speed L 4

Aeon Citimart 14
Mom & baby
An Nam Gourmet 7 Minimart & Foodstore
Concung.com 436
AEON 6
Bibomart 148
VinMart+ 2264
Other chains Kids Plaza 128
Bach Hoa Xanh 1889
Miền Tây Mart 11 Finelife SM 2 Co.op Food 455 Shoptretho 35

SatraFoods 189 Tu tiCare 33

Muong Thanh Mart 8 AEON MaxValu 2
Coop Smile 136 Mẹ và bé Cần Thơ 13
Thanh Do Mart 7 SatraMart 3
K Market 64 Socs and B rothers 5
Sunshine Mart 5 Emart 1
Haprofood/BRG Mart 57
Co.op Xtra 4 J-Mart 1 Pharmacy chains
FujiMart 3 1
Other chains
MM Supermarket
Pharmacity 586
Vissan 49 Aeon Citimart B&B 6
Cash & carry Nhà thuốc Long Châu 269
T-Mart 53 Nam An Market 3
Nhà Thuốc An Khang 108
MM Mega Market 20 Finelife foodstore 2
CP Fresh mart 17
Nhà thuốc Phano 61
Source: Retailers’ official website, data ending Jun-21 King Food 5 ECO Pharma 10 6
© 2021 Nielsen Consumer LLC. All Rights Reserved.
Supermarket/ Hypermarket
Big SM/HM chains remain stable in Jun-21 with no new store opening.

Change in store number Evolution of store number of major chains by months

Jun-21 vs YA Last 12 months

Total SM/HM +27 stores

VinMart -7 An Nam Gourmet* -

130

Co.op Mart - AEON +1

Co.op Mart 124 123 124 124

Big C/ GO! +4 Sunshine Mart +1

VinMart 123 123
122
Sakuko* - Co.op Xtra -
Big C/ GO!
42 43
Lan Chi Mart - FujiMart +2 41
39 40
Lan Chi Mart
BRG Mart + 11 AEON MaxValu* -
BRG Mart 25 25
Lotte Mart +1 SatraMart -
Lotte Mart 18 18
Aeon Citimart -1 Emart - 16
15
Aeon Citimart 15
Miền Tây Mart -2 J-Mart -
14
14
7
Muong Thanh Mart - Finelife SM +1 AEON

Thanh Do Mart -7 - 5 6 6
MM Supermarket

* Change in store number not available for newly added chains

Source: Retailers’ official website, data ending Jun-21

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Minimart & Foodstore
BHX keeps opening several stores every month. Vinmart+ increases its store number while remaining chains
see no changes
Change in store number Evolution of store number of major chains by months
Jun-21 vs YA Last 12 months

Total Minimart &

+77 stores
Foodstore
2786 2786
VinMart+ -522 Vissan -
2524 2524
VinMart+
Bach Hoa Xanh +402 T-Mart +11 2231 2272 2232 2216 2253 2264

Co.op Food +61 CP Fresh mart +8 Bach Hoa 1889

1800 1848
Xanh 1719 1751 1755 1770
1656 1688
SatraFoods -15 Aeon Citimart B&B -1 1595 1624
1561
1487
Co.op Food
Co.op Smile +35 Nam An Market * -

K Market * - Finelife foodstore - SatraFoods

441 451 452 454 455 455
Haprofood/ BRG 417 421 426 421
+35 Kingfood * - 394 394
Mart
Coop Smile
* Change in store number not available for newly added chains
196 189 189
204
Haprofood/
BRG Mart 101 106 132
136

57
22 37 52

Source: Retailers’ official website, data ending Jun-21

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Convenience store
CVS chains continued to expand, esp. GS25 doubled store number in just 1 year

Change in store number Evolution of store number of major chains by months

Jun-21 vs YA Last 12 months

Total CVS +101 stores

421 432
402 406 409
Circle K +41 GS25 +57 391 390 384 386 393
381 380 381

158 160 160

Family Mart +9 7-Eleven +17 155
151 153

MINISTOP -18 Cheers -7

Circle K 150
B's Mart +2 Speed L - 146 147
143 144 143 126
137 119 119
Family Mart
126
108 110
B's Mart
108 108 108
106 106
102
MINISTOP 95
88 90
83 84 82
7-Eleven 63
54 56

GS25 58 60
55 54
50
47
43

Source: Retailers’ official website, data ending Jun-21

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Health & beauty
Store number of all H&B chains (except for Hasaki) see no fluctuations in June

Change in store number Evolution of store number of major chains by months

Jun-21 vs YA Last 12 months

Total H&B +36 stores

Guardian - Hasaki* -
99 99 101 99 99
Medicare Aeon Wellness/ 98 98 98
- +2
Glam Beautique
Matsumoto
- Watson +4 Guardian
Kiyoshi*

Nuty* +1 86 84 85 86 85 86 86
83

* *:Change in store number not available for newly added chains

Medicare

Aeon Wellness/
Glam Beautique 9 9
8
7
Watson
7 7
6
5
4
3

Source: Retailers’ official website, data ending Jun-21

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Pharmacy chains
Only witnessed the expansion of Long Chau, An Khang & Pharmacity in last month, while other chains remain
stable

Change in store number Evolution of store number of major chains by months

Jun-21 vs YA Last 12 months

Total Pharmacy
+422 Stores
Chains
Nhà thuốc Long 586
+135 Nhà thuốc Phano - 567
553
Châu 534
503 507 511 512 513
Nhà Thuốc An
+88 ECO Pharma - 469
Khang
443
ECO Pharma 418
Pharmacity +199 387

Nhà thuốc
* Change in store number not available for newly added chains Long Châu
269
256
Nhà Thuốc An 240
221
Khang 196 205 208
185 190
168 176
Nhà thuốc 161
134
Phano 108
104
79 86
Pharmacity 62 62 75
61
58
61
22 22 25 44 55 62 61
20
10 10

Source: Retailers’ official website, data ending Jun-21

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Mom & baby
Observed the store expansion of top players: Concung, Bibo Mart, and Kids Plaza

Change in store number Evolution of store number of major chains by months

Jun-21 vs YA Last 12 months

Total M&B +132 stores

423 424 436
400 404 413
+86 +7 386
Concung.com TutiCare 362 371 372
350 353 355

Bibomart +13 Me va Be Can Tho* -

Concung.com
Kids Plaza +16 Socs and Brothers +1
Bibomart
Shoptretho -4
135 136 137 135 139 138 141 144 146 148
132
Kids Plaza
* Change in store number not available for newly added chains

119 121 124 125 122 127 128

Shoptretho 112

39 40 41
TutiCare 35 34 36 35 37 35

Socs and 33 32 33
30 30 33
Brothers 26 28 28

4 4 5 5

Source: Retailers’ official website, data ending Jun-21

Note: Concung, Kids Plaza store numbers in Mar-21 has been updated due to changes in data collection methodology
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 Retail in the
News

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Retail news
148 traditional markets in HCMC closed due
to intensified Covid-19 outbreak
Due to the complicated situations caused by the new outbreak in
HCMC, as of July 9, 148 out of 234 traditional markets in Ho Chi Minh
City had been closed.
As a consequence of market closedown, price of essential goods sold
at remaining markets and food stores has seen increasing trends.
Vegetables witness the most noticeable increase as the rise ranges
from 35,000 to 65,000 dong/kg.
© 2021 Nielsen Consumer LLC. All Rights Reserved.
Panic buying is witnessed as HCMC enters a whole-city
two-week lockdown from July 9
Ho Chi Minh City decided to go on a total lockdown, effective for at least two weeks,
starting from July 9. The lockdown under Directive 16 requires a stay-home order, bans
gatherings of more than 2 people , and closes all public transport services.
Prior to the lockdown, out-of-stocks and packed supermarkets were seen across the
whole city as people flocked to stock goods. Number of online orders for supermarket
chains in the city had also seen exponential increase. Some chains’ sites had to stop
receiving orders due to orders overload. Although municipal authorities have assured
sufficient supplies during the lockdown, people still risked themselves to go stock -up
and pile up at the supermarkets.
Source: vnexpress.net, CafeBiz
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Retail news
Diana disappeared in Vinmart/Vinmart+ chain HCM City: 8.000m 2 temporary warehouse is built
to supply local Supermarket/Minimart

As three biggest wholesale market: Hoc Mon, Thu Duc & Binh Dien are
temporarily closed due to COVID-19, Ho Chi Minh City’s supply chain is
disrupted. This disruption is going to affected more than 8 millions citizen
during the pandemic.

To tackle this problem, the local authority has built temporary warehouses in
the container parking zone behind Thu Duc wholesale market. This 8.000m2
temporary terminal is expected to handle 1000-1500 tons of goods daily for
supermarkets & minimarts in Ho Chi Minh City.

In a surprising turn of event, Diana, a brand focus on Feminine Protection

products, has disappeared on Vinmart/Vinmart+ Chain’s shelves, both online &
offline. At the mean time, Kotex is chosen to fill the shelves that Diana has left.

Both Diana & Vinmart/Vinmart+ have not delivered a statement regarding to

this particular event.

Source: CafeF Source: laodong.vn

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Retail news

Japanese home-and-lifestyle retailer MUJI opened

the first store in Hanoi

MUJI, a Japanese brand selling home décor and lifestyle goods opened its first flagship store
in Hanoi on July 3, The store is located at Vinhome Center Metropolis, with an area of 2,000
square meters. This is MUJI’s second store in Vietnam after the first one opened last year in
HCMC. According to Tetsuya Nagaiwa, General Director of MUJI Vietnam, the process of
choosing location for its Hanoi store was more complicated compared to the one in HCMC.
The company eventually chose the place as the neighborhood has a large Japanese
population and the store area is spacious enough for setting up a large store.

The brand targets Hanoi and HCMC as the two main markets to build brand recognition
before expanding to other cities across the country. The price offered at MUJI Vietnam is
considered affordable as some of its products are produced locally, making the prices in
Vietnam lower than other markets.

Source: VnExpress.net, bizhub.vn

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