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'%#()*+,$#(*%-,)#&.,/$0+,1213,4 1211
Billion VND

5#(*%-,.*-#.,($#)6,
Monthly trend

Category 2020 YTM 2021 YTM Trend 500 ,000 40%


464,822
(Jan – (Jan - vs P.Y 453,804461,785463,043 458,455
438,420
Dec) Dec) 421,187 30%
34%
400,204406,313
389,467
400 ,000
369,965 373,796
20%

Total 5,036,369 4,628,285 -8%


312,660 302,946
290,050 10%
300 ,000 3%
7% 8% 7% 8%
Retail 3,985,464 3,826,926 -4% 4%
0%

200 ,000 -1%


-4% -5% -1 0%

Travelling 18,189 6,527 -64% -11%


-2 0%

100 ,000 -18%


-3 0%

Accommod 503,710 378,704 -25% -28%


ation and 0
-33% -31% -4 0%

catering

1
21

21
21

1
0

1
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Others 529,841 418,128 -20% Figure Tre nd vs previous year

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!"#$%&'()*+(,)-.-/0$1("2(*34..-.5(4.6(+.7&/08&.0(*"$0439(
Billion VND

5#(*%-,.*-#.,($#)6
Retail sales Travelling
362,625
357,560 363,838
367,545 358,695
342,875 30% 180 0%
323,532
318,122 317,191 319,629
308,656 160 0%
300 ,000 271,780 266,009
259,168
20%
140 0%
22% 1529% 120 0%
10%
100 0%
200 ,000 12% 12% 12%
5% 7% 7%
0% 800 %
1,5581,546
2% 1,196 1,236
600 %
-1% -1% -1 0%
100 ,000 -5% 717 821 831 856 400 %
607
-11% -2 0% 361 411 200 %
140 91 51 95 0%

0
-19% -3 0% 0 -2 00%
-24%-24% -70%-70%-63%-63%-69%-37% -30%-88%-96%-95%-92%-66%-51%-45%

Au 21

Au 21
F e 21

Ju 1

F e 21

Ju 1
M 21

M 21
N 20

M 21

N 21

N 20

M 21

N 21
D 20

Ja 0

Se 21

O 1
Ju 1

D 21
1

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Ja 0

Se 21

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Ju 1

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1
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Ap 1

2
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Accommodation and catering Others
49,16850,45650,20448,854
45,88047,46847,44346,877 150 %
45,107
120 %

42,494
39,21939,616 40,768 40,72542,04242,33439,381 100 %

36,870 139% 36,624 100 % 80%


32,534 98% 33,872
60%
27,297 26,778 50% 26,978 40%
22,443 20%
18,346 18,760 18,082
0% 15,816
15,015 0%
16% -38% 13%
-7% -6% -9% -8% -11% -2% 0% 0% 6% -2%
-2 0%

-20% -23%-14% -5 0% -9% -16%-10% -4 0%

-42% -29% -6 0%
0 -62%-65%-57% -1 00% 0 -54% -45% -8 0%
-66%-62%
Au 21
F e 21

Ju 1
M 21
N 20

M 1

N 1
D 20

Ja 0

Se 21

O 1
Ju 1

D 21
1

Au 21
Ap 1

F e 21

Ju 1
M 21

Ju 1
N 20

M 21

N 21
D 20

Ja 0

Se 21

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1
Ap 1
2
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7$#)68,9:;,<,=%)+*$(,60+%)*)>#
Two congromat, Bach Hoa Xanh and Wimart strengthen
their market dominance. While BHX doulbe their store
figures in 2 years, Winmart+ has completed their
restructuring.

BHX / Winmart+ store trend


4,748
4,084 4,102

2147
1214
1578

2870 2601
2524

2020 2021 2022


Vinmart+ / Winmart+ Bach Hoa Xanh
7$#)68,?$@A,.(0$#,+06#$*)%B*(%0)
Drug store chanis accelerate their store expansions
drastically, changing the landscape of the market.
Pharmacity expanded their stores to 1,000.

Major drug chain store trend


1,745
210

535
864
116
214
1,000
534

2021 2022
Pharmacity FTP Long Chau An Khang Pharmacy
7$#)6,8,C%)%,.(0$#,.-0&,60&)
Mini store, such as Mumuso or Miniso, that had drastcially
expanded their store development a few years back, slowed
down in 2 consectuive years.

Mini store store trend

170
154

67 123
69
35
32
28 32

71
57 56

2020 2021 2022


HCM HN Others Total
7$#)68,D0"%6,%+E*>(.,%),#)(#$(*%)+#)(
Due to the restriction for the past 2 years due to Covid-19, the number of the stores
in entertainment / fitness has decreased slightly

# of chain fitness gym # of movie cinemas


182 178
116 173
113
107
17 18
15
95 92 89
47 47 42

37 37 36

52 48 50
50 49 48

2020 2021 2022 2020 2021 2022


HCM HN Others Total HCM HN Others Total
5#(*%-,($#)68,/0>@.%)A,0),.*-#.
The MT chains focus on the direct sales via online. Web is used for IT / Electronics retailers,
while moible app is suitable for the beauty or mom that could have the high frequency of teh
purchase

Web Mobile app


Ranking App brand name Category Ranking App brand name Category
1 Shopee General 71,500 1 Shopee General
2 The Gioi Di Dong IT / Electronics 38,824 2 Lazada General
3 Dien May Xanh IT / Electronics 21,657 3 Sendo General
4 Lazada General 19,928 4 Tiki General
5 Tiki General 17,904 5 Shein Fashion
6 Bach Hoa Xanh Food 5,784 6 The Gioi Di Dong IT / Electronics
7 FPT Shop IT / Electronics 6,361 7 Con Cung Mom & Baby
8 Cellphone S IT / Electronics 6,080 8 Dien May Xanh IT / Electronics
9 Sendo General 6,929 9 Hasaki Beauty
10 Hoang Ha Mobile IT / Electronics 4,119 10 Dien May Cho Lon IT / Electronics
11 Dien May Cho Lon IT / Electronics 4,841 11 Nguyen Kim IT / Electronics
12 Meta IT / Electronics 2,912 12 Vo So General
13 Nguyen Kim IT / Electronics 1,949 13 Fado.vn General
14 Mediamart IT / Electronics 1,876 14 Chiaki Beauty
15 Viettel Store IT / Electronics 1,527 15 Meta IT / Electronics

Source: iPrice (Average monthly traffic of Q1 - Q3, 2021), web info x 1,000
'%#()*+,+06#$),($*6#,-*)6.>*E#,1211
F@E#$+*$G#(
A&-2*0 %: /&7*0-,05*# )+40*,/*1 #$,+5/ #% B)+C,0#./ *D7,+/)%+;

Name HCM HN Others Total


360 373 AEON Citimart 16 2 2 20
348
332 BigC (Tops market) 4 3 8 15
CoopMart 43 6 79 128
182 167 197
Emart 1 0 0 1
171
Fujimart 0 3 0 3
Lanchi Mart 0 10 14 24
87 66 88 89 Mega Market 4 4 14 22
Sakuko 0 19 17 36

91 95 93 87 Satra Mart 1 0 0 1
WinMart 18 42 63 123
2019 2020 2021 2022 Total 87 89 197 373
HCM HN Others Total

!"#$%&'()$%*+&,#%-.*/+$%0($1%2(3%.245/0$6%7&3+& 8&+3%9&00$0%.2%:;:;<= >/?.@&+3 9&00$0%.2%:;:A<


D0)"#)%#)(,.(0$#,<,C%)%,.@E#$
A&-2*0>%:>#$*>/#%0*/>10,-,#)4,""3>2%%/#*1>#$,+5/>#%>E,4$>F%, G,+$ )+>FHC>I>
J#$*0/>,+1>B)+C,0#K>)+>,40%//>0*')%+/;
Name HCM HN Others Total
7 Eleven 66 0 0 66
6,735 Bac Tom 0 18 0 18
Bach Hoa Xanh 618 0 1,529 2,147
B's Mart 108 0 0 108
5,186 5,214 Cheers 34 0 4 38
2,928
Circle K 217 155 43 415
Co.op food 297 64 33 394
2,300 2,259 Family Mart 114 0 29 143
3,007 108 0 25 133
1,210 GS25
566 878 Hapro foods 4 66 4 74
877
620 K-market 25 45 12 82
Mini Stop 117 0 1 118
2,597
1,821 2,009 2,077 Satrafoods 187 0 0 187
Soi Bien 0 32 0 32
T-Mart 12 43 1 56
2019 2020 2021 2022 WinMart+ 672 745 1,184 2,601
HCM HN Others Total Total 2,597 1,210 2,928 6,735

!"#$%&'()$%*+&,#%-.*/+$%0($1%2(3%.245/0$6%B#$$+1%9&00$0%:;:;<= C&DD&@&+3 9&00$0%:;:A<


?#E*$(+#)(,.(0$#
L,05/%+ )/ 2*)+' M8)#$*0*1M )+ ()*#+,- ,/ )# 4"%/*/ )#/ #$)01 -,""6 -*,+8$)"*6
()+4%- 4%+#)+&*/ #% '0%8 )+ +&-2*06 ,44%&+#)+' :%0 -%0* #$,+ N@O %:
1*7,0#-*+# /#%0*/;
107 108 109 Name HCM HN Others Total

96 AEON Mall 2 2 2 6

Crescent Mall 1 0 0 1

65 64 67 Diamond 1 0 0 1
55
LotteMart 4 2 8 14

Parkson 2 0 1* 3

>? >= >< >= Robins 1 1 0 2

Takashimaya 1 0 0 1
;< ;= ;< ;=
Vincom 13 11 56 80

2019 2020 2021 2022 VivoCity 1 0 0 1


HCM HN Others Total Total 26 16 67 109

!%E&+D1(2 F&.%E#(2* .1%'$.2*%1(50%3(%&2(3#$+%.2)$13(+=%3#.1%'+&20%G.55%45(1$%.2%3#$%2$&+%-/3/+$%#$+$


C%)%,.(0$#
C)+) /#%0* +&-2*0 8)#+*//*1 ?@O 1*40*,/* 4%-7,0*1 8)#$ ?@?P -,)+"3 1&* #%
Q",$&)./ 4*,/*1 %7*0,#)%+/ ;

Name HCM HN Others Total

163 170 Daiso 4 3 1 8


154
Hachi Hachi 4 0 0 4
56 67 123 Komonoya 7 4 1 12
69
Minigood 13 3 0 16
35
31 32 Miniso 11 14 11 36
28 32 Moji 5 5 0 10
Mumuso 8 3 20 31
76 71
57 56 Usupso 3 0 0 3
Yoyoso 1 0 2 3
2019 2020 2021 2022 Total 56 32 35 123
HCM HN Others Total

!%"#$%&'()$%*+&,#%-.*/+$%$H45/0$1%I5&#/.
?$@A,.(0$#
A&-2*0 %: 10&' /#%0* +*,0"3 1%&2"*1 #$,+5/ #% L$,0-,4)#36 R%+' H$,& ,+1 !+
S$,+' L$,0-,43

Name HCM HN Others Total


2,006 An Khang Pharmacy 70 0 140 210

ECO pharma 10 0 0 10
889 Guardian 74 18 6 98

1,133 FTP Long Chau 142 55 338 535

Matsumoto Kiyoshi 2 0 0 2
395 @@@
679 Medicare 20 4 53 77
D>C
492 173
108 ?@C Phano Pharmacy 41 0 21 62
<B?
;=C =?<C
@ABC ?=@C Pharmacity 413 256 331 1,000

SK Pharmacy 12 0 0 12
2019 2020 2021 2022
HCM HN Others Total Total 784 333 889 2,006
H-#>($%>,>I*%)
T)*+ C,3 G,+$ 4%+#)+&*1 #% 10)9* #$* '0%8#$ %: #$* -,05*#; U%&04* %: '0%8#$ )/
J#$*0/ 0*')%+;

Store chain (2022) HCM HN Others Total


2,505
Cho Lon 21 0 69 90

1,753 Dien May Xanh 132 144 1,762 2,038

2,101 Mediamart 0 70 227 297


1,212
969 Nguyen Kim 16 5 30 51
1,451
941
764 Pico 0 12 9 21

105 137 231 Thien Hoa 4 0 4 8


79
>;=C >==C >=AC ><@
2019 2020 2021 2022 Total 173 231 2,101 2,505
HCM HN Others Total

!%"#$%&'()$%*+&,#%-.*/+$%$H45/0$1%8$0.&@&+3 9&00$0%.2%:;:A<
J7,6#"%>#.,>I*%)
Added since 2021

<$* V)%) T) T%+' 4%+#)+&*1 #% 2* #$* 1%-)+,#%0 )+ #$* ()*#+,- Q< 1*9)4*/
-,05*#6 :%""%8*1 23 WL< U$%7 ,+1 ()*##*" U#%0*;
Name HCM HN Others Total

4,409 CellphoneS 45 18 10 73

3,663 Di Dong Viet 20 2 5 27

FPT Shop 106 95 559 760


3,485 Hoang Ha 14 21 60 95
2,829
Phong Vu 6 2 19 27

The Gioi Di Dong 283 259 2,538 3,080


400 429
Viettel Store 21 32 294 347
434 495
Total 495 429 3485 4,409
2021 2022
HCM HN Others Total

!%"#$%&'()$%*+&,#%-.*/+$%1#(G$0%0&3&%4(55$43$0%.2%:;:A
K*.I%0),*EE*$#-,>I*%),L3M
H%-7,0*1>#%>?@?P6>+&-2*0>%:>:,/$)%+>,77,0*">/#%0*/>)+>?@??>%2/*09*1>
1*40*,/*>,/>-%/#>20,+1/6>*/7*4),""3>E)#)./>,+1>X&+% 4"%/*1>/#%0*/;>
1,402 Name HCM HN Others Total
1,330
An Phuoc 55 24 87 166
Biti's 45 20 91 156

Blue exchange 55 15 249 319


839 763
Canifa 8 36 66 110
Converse 15 15 31 61
Couple TX 17 1 27 45
212 211 Elise 19 20 82 121
G2000 10 5 1 16
351 356 H&M 4 5 3 12
Uniqlo 7 4 0 11
2021 2022
HCM HN Others Total

!%"#$%&'()$%*+&,#%-.*/+$%$H45/0$1%8/?.J%K/H@$ #&1%'$$2%+$,5&4$0%'L%B+&ML3$$2N%
K*.I%0),*EE*$#-,>I*%),L1M
H%-7,0*1>#%>?@?P6>+&-2*0>%:>:,/$)%+>,77,0*">/#%0*/>)+>?@??>%2/*09*1>
1*40*,/*>,/>-%/#>20,+1/6>*/7*4),""3>E)#)./>,+1>X&+% 4"%/*1>/#%0*/;>
1,402 Name HCM HN Others Total
1,330
HNOSS 22 0 14 36
Hoang Phuc 15 12 19 46
IVY Moda 9 20 49 78
839 763
Juno 28 8 25 61
K&K Fashion 10 0 2 12

Kelly Bui 3 8 2 13
212 211 Lacoste 7 4 1 12
Levi's 14 14 13 41
351 356
Crazyteen 13 0 1 14
Total 356 221 763 1,330
2021 2022
HCM HN Others Total

!%"#$%&'()$%*+&,#%-.*/+$%$H45/0$1%8/?.J%K/H@$ #&1%'$$2%+$,5&4$0%'L%B+&ML3$$2N%
D0//##,>I*%),.(0$#
A&-2*0>%:>4%::**>4$,)+>/#%0*>)+>?@??>/$,07"3>)+40*,/*1>23>Y@O>#$,+5/>#%>
<0&+' A'&3*+>)+>FHC>,+1>J#$*0>0*')%+/
Name HCM HN Others Total
Aha coffee 2 69 12 83
1,524
Cong Caphe 16 26 13 55
Cheese Coffee 17 0 0 17
482 Effoc 11 0 1 12
1,106 Highland 168 120 190 478
983 Passio 72 0 7 79
816 294 Phuc Long 59 15 10 84
280 341
Starbucks 45 25 6 76
163
280 The Coffee Bean and Tea Leaf 5 0 0 5
186
197 The Coffee Factory 10 0 0 10
701 The Coffee House 78 39 29 146
456 517 532 Thuc Coffee 8 0 0 8
Trung Nguyen 196 45 213 454
Urban Station Coffee 6 0 1 7
2019 2020 2021 2022 Wayne's Coffee 8 2 0 10
HCM HN Others Total Total 701 341 482 1,524
C%-G,(#*,>I*%),.(0$#,L3M
A&-2*0>%:>-)"5>#*,>4$,)+>/#%0*>)+>?@??>/")'$#"3>0*4%9*0*1>,/>F**5,,6>S%)><$Z6>
<)'*0>U&',0>I><%%4$, 4%-7*+/,#*1>:%0>E%2,7%7;>>

446 459
439
412 Name HCM HN Others Total
74 Bobapop 46 14 29 89
133 101
90
Cha Go 1 13 13 27
79
68 65 80 Coco fresh tea & juice 0 2 0 2
Comebuy 5 0 0 5
Gong Cha 22 4 16 42
293
258 257 258 Heekaa 17 2 2 21
Hoa Huong Duong 24 0 0 24
Hot & Cold 20 0 0 20

2019 2020 2021 2022


HCM HN Others Total

!"#$%&'()$%*+&,#%-.*/+$%$H45/0$1%".*$+%7/*&+%9&00$0%:;:;<
C%-G,(#*,>I*%),.(0$#,L1M
A&-2*0>%:>-)"5>#*,>4$,)+>/#%0*>)+>?@??>/")'$#"3>0*4%9*0*1>,/>F**5,,6>S%)><$Z6>
<)'*0>U&',0>I><%%4$, 4%-7*+/,#*1>:%0>E%2,7%7;>>

446 459
439
412 Name HCM HN Others Total
74 Koi Thé 23 6 6 35
133 101
90
79 Lavida 15 0 0 15
68 65 80 R&B Tea 13 0 2 15
Sharetea 4 5 4 13
Tiger Sugar 20 20 8 48
293
258 257 258 The Alley 20 14 13 47
Toocha 23 0 5 28
Uncle Tea 5 0 3 8
2019 2020 2021 2022 Total 258 80 101 439
HCM HN Others Total

!"#$%&'()$%*+&,#%-.*/+$%$H45/0$1%".*$+%7/*&+%9&00$0%:;:;<
K006,>I*%),.(0$#,L3M
W%0>?@??6>:%%1>4$,)+>%2/*09*1>?!" 3*,0>%:>7%/)#)9*>'0%8#$>#$,+5/>#%>#$*>
*D7,+/)%+>%:>#$*>L)[[,>H%-7,+3>,+1>R%##*0),;
Name HCM HN Others Total
1,538 37 street 1 1 0 2
1,402 Al Fresco’s 9 14 6 29
1,302 Ashima 4 4 0 8
1,235
520 Ba Con Cuu 1 0 0 1
445 BukBuk 1 4 3 8
389
385 Burger King 5 3 1 9
339 Capricciosa 1 3 0 4
316 331
299 Cowboy Jack's 2 4 0 6
Daruma 1 2 1 4
Dolpansam 2 1 1 4
597 626 679 Domino's Pizza 29 10 4 43
551
GogiHouse 49 28 51 128
Hokkaido Baked Cheese Tart 6 2 0 8
Hotpot Story 22 10 12 44
2019 2020 2021 2022
Hutong 8 4 9 21
HCM HN Others Total Isushi 4 6 4 14

!"#$%&'()$%*+&,#%-.*/+$%0($1%2(3%.245/0$6%O1&D&%O#1#(
K006,>I*%),.(0$#,L1M
W%0>?@??6>:%%1>4$,)+>%2/*09*1>?!" 3*,0>%:>7%/)#)9*>'0%8#$>#$,+5/>#%>#$*>
*D7,+/)%+>%:>#$*>L)[[,>H%-7,+3>,+1>R%##*0),;
Name HCM HN Others Total
1,538 Jolibee 16 5 76 97
1,402 KFC 55 31 67 153
1,302 Khao Lao 8 9 1 18
1,235
520 Kichi-Kichi 39 17 53 109
445
389 King BBQ 31 16 35 82
385
Kpub 7 10 4 21
339 Lotteria 90 47 73 210
316 331
299 Manwah 14 12 18 44
Marukame Udon 8 0 2 10
Mcdonald 17 5 1 23
597 626 679
551 Papaxốt 10 0 0 10
Pizza4P’s 12 8 4 24
Pizza Inn 8 0 1 9
2019 2020 2021 2022 Pho 24 37 2 1 40
HCM HN Others Total

!"#$%&'()$%*+&,#%-.*/+$%0($1%2(3%.245/0$6%O1&D&%O#1#(
K006,>I*%),.(0$#,LNM
W%0>?@??6>:%%1>4$,)+>%2/*09*1>?!" 3*,0>%:>7%/)#)9*>'0%8#$>#$,+5/>#%>#$*>
*D7,+/)%+>%:>#$*>L)[[,>H%-7,+3>,+1>R%##*0),;
Name HCM HN Others Total
1,538 Pizza Hut 39 28 44 111
1,402 Popeyes 24 5 7 36
1,302 Seoul Garden 5 2 0 7
1,235
520 Shogun 0 3 2 5
445 Sumo BBQ 9 7 4 20
389
385 Sushi bar 1 0 1 2
339 Sushi Hokkaido Sachi 9 0 0 9
316 331 Sushi Kei 8 4 1 13
299
Tasaki BBQ 5 2 0 7
Texas chicken 22 2 3 27
597 626 679 Thai Express 8 10 2 20
551
The Pizza Company 32 12 25 69
Tokyo Deli 12 2 0 14
2019 2020 2021 2022 Vuvuzela 0 4 3 7
Yaki - Chang dung nuong 4 0 0 4
HCM HN Others Total
Total 679 339 520 1,538

!"#$%&'()$%*+&,#%-.*/+$%0($1%2(3%.245/0$6%O1&D&%O#1#(
K%()#..,AO+
<$*>/")'$#>1*4")+* )+>?@??>,#>/)-)",0>7,4*>#%>#$*>70*9)%&/>3*,0/;

Name HCM HN Others Total


116 116 113 Body fit 4 0 0 4
107
15 17 California fitness 18 11 7 36
18
15
City Gym 7 0 0 7

50 47 Curves 5 17 5 27
47 42
Elite fitness 2 9 3 14

Fit24 (Fit for life) 5 0 0 5

Gym Newlife 2 0 0 2
51 52 48 50
MMA - Gym 5 0 0 5

Olympia Hadong 0 5 0 5
2019 2020 2021 2022 Vshape Gym 2 0 0 2
HCM HN Others Total Total 50 42 15 107

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C0"%#,(I#*($#.
A&-2*0>%:>-%9)*>#$*,#0*/>%2/*09*1>#$*>?!" 3*,0>%:>4%+#)+&%&/>1*4")+*>)+>?@??

182 178 Name HCM HN Others Total


173
158
Beta Cineplex 1 4 9 14

95 92 BHD Star Cineplex 6 3 1 10


89
78
CGV Cinemas 20 22 36 78

37 37 36 Cinestar 2 0 4 6
33

Galaxy Cinema 9 2 7 18
47 50 49 48
Lotte Cinema 10 5 32 47

2019 2020 2021 2022


Total 48 36 89 173
HCM HN Others Total
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Name HCM HN Others Total
124
Beautybox 8 2 2 12
Beautygarden 4 2 6 12
29
Bicicosmetics 1 0 0 1
87
Cocoshop 0 6 2 8
18 36 DN Cosmetics 0 0 3 3
Hasaki 33 2 9 44
24
Mat Hoa Da Phan 4 0 5 9
Mint Cosmetics 0 11 0 11
59 Nutycosmetic 4 0 0 4
45
Sammi Shop 2 13 2 17
The gioi SkinFood 3 0 0 3
2021 2022 Total 59 36 29 124
HCM HN Others Total

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1,093 Name HCM HN Others Total
1,030
Bibomart 53 50 53 156

Concung 201 9 414 624

700 535 Hallo shop 1 0 0 1

Kids Plaza 49 70 36 155

MevaBe 1080 1 0 0 1
164
Shop tre tho 15 11 9 35
147
Soc&Brothers 1 4 0 5
331
246 TituCare 10 12 23 45

Vuon cua be 0 8 0 8
2021 2022
HCM HN Others Total Total 331 164 535 1,030

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