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Retail and

Shopper Trends
Asia Pacific 2010
The latest in retailing
and shopper trends for
the FMCG industry
August 2010
About The Nielsen Company
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understanding of consumers and consumer behavior. We deliver critical media and marketing information,
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Contents
Executive Summary Country Highlights
• Retail & Shopper Trends in Asia Pacific 2010 4 Pacific
• Australia 16
Regional Highlights • New Zealand 17

• Grocery Share of Trade in Asia 8


North Asia
• Share of trade for modern self-service outlets 8
• China 19
• Share of trade for modern self-service outlets 9
• Taiwan 21
• Total FMCG Nominal Growth in 2009 9
• Hong Kong 23
• Total FMCG Growth in 2009 9
• Korea 25
• Grocery store numbers in Asia Pacific 10
• Traditional grocery trade 2009 v 2000 10 South-East Asia
• % of Male Shoppers in South/
• Singapore 27
South-East Asia (2009 vs. 2002) 11
• % of Main Shoppers who are Housewives 11 • Malaysia 29

• % of Urban Shoppers Using Hypermarkets • Thailand 31


Regularly 12
• Indonesia 33
• Frequency of Visiting Hypermarkets 12
• Philippines 35
• % of Urban Shoppers Using Supermarkets
Regularly 13 • Vietnam 37
• Frequency of Visiting Supermarkets 13
South Asia
• % of Shoppers Focused on Promotions 14
• India 39
• Trade Concentration Share for Top 5 Chains 14
• Trade Concentration Share for Top 5 Chains 15 • Sri Lanka 41

• Private Label Share of Total Market 15


Country Highlights include:
• Retail Structure – Store Numbers

• Shoppers Usage of Modern Trade Store Types

• Modern Trade Retailers – Banner Names and Numbers

• Share of Trade

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Executive Summary The big increase in the consumer index for the Asia Pacific
region was led by Vietnam (+18) and Singapore (+5). The
region also took 6 of the top 10 spots globally, in terms of
consumer confidence: India (129), Indonesia (119), Vietnam
Retail & Shopper Trends 2010 (119) The Philippines (113), Singapore (112) and Australia (108).
Peter Gale Of these countries, India and Indonesia occupied the top 2
positions globally.
Managing Director – Retailer Services
Asia Pacific, Middle East & Africa In Q2 2010, 43% of consumers in the region felt good about
The Nielsen Company spending on items they want and need over the next 12 months,
compared to 36% in Q3 2009. While consumers are also saying
2009 a tough year for retailers in most Asia that they plan to change their spending to save on household
expenses, they plan to spend their spare cash in areas including
Pacific markets but light appearing at the end
Clothes and New Technology which should be positive for
of the tunnel
the Hypermarket channel, which suffered from the cut back
Volume growth down in 2009: Throughout the Asia Pacific in general merchandise sales during 2009. They also plan to
region, countries experienced a lower level of grocery sales increase spending on out-of- home entertainment which may
growth in 2009 compared to the very strong performance be less positive for the grocery trade, particularly in developed
in 2008. Discounting the effects of lower inflation on absolute markets, where the move to entertaining at home had a positive
sales dollars, volume growth was significantly lower in effect on grocery sales in 2009.
many markets.

The strongest performing markets in 2009 were India and


The “2000’s” - a decade of change for grocery
Vietnam, where sales values increased by nearly 15% compared retailing in Asia
to 2008. In China and Indonesia, markets that had consistently Over the last 10 years we saw a massive change to the grocery
enjoyed double-digit growth over the last 5 years, the growth retail business across Asia, driven by retailer investment in new
rate slowed down to +3% and +5% respectively. China has seen stores. The number of modern trade stores has been growing by
a strong recovery though since Q4 2009 and is now back to 11% over 16,000 stores a year with the total store count increasing
growth in Q1 driven by a strong demand for food categories. from less than 50,000 to close to 220,000.
In the more developed markets of Hong Kong, Singapore and Modern trade on the rise: Across the region, the modern trade
Korea, where grocery sales had benefited from the economic now accounts for 53% of the packaged grocery sales tracked
difficulties as consumers spent less on eating out, we saw by Nielsen, from the 35% share in 2000. This shift of consumer
growth rates slowing down in the 2nd half of 2009 as consumer spending of nearly 2% per annum has been strongest in North
sentiment became more positive. In Singapore where the sales of Asia – led by China where the importance of modern trade
basic groceries such as cooking oil grew strongly in 2009 we are increased on average by 3%
now seeing growth switching back to personal care, health and
more premium products. Both New Zealand and Australia also China and Korea are fastest changing markets: While there
showed continued steady sales growth of over 6% last year. has been significant store growth in all markets, the biggest
story of the decade was clearly the expansion seen in the
Surging consumer confidence in 2010: The latest consumer China market. China alone accounted for over 100,000 new
confidence index in the Asia Pacific region, as surveyed by stores or more than 60% of the total new store investment
Nielsen globally, continued to improve in 2009 and reached and equivalent to a 1000% increase in a 10 year period.
an index score of 101 in Q2 2010, an increase of 23 points from Subsequently the modern trade share increased from 34% to
Q1 2009. Globally, the consumer confidence index reached its 64% during the decade with all formats driving that growth.
highest level since Q3 2007, at 93 points in Q2 2010.

4
numbers increased from just over 2000 to more than 11,500. It
is now difficult in many cities to stand on a corner and not see
at least 2 of these stores!! The impact of mini-markets on where
people shop has been significant as their share of trade has
increased nearly six-fold to over 17%. Indonesia is also a market
where Hypermarkets have grown strongly but where there is
still room for expansion with only 43% of shoppers using one
on a regular basis.

2010: The start of the male shopper decade?


Over the last 10 years, we have also seen some change in who
is taking responsibility for doing the grocery shopping. Across
the Asia region, the proportion of men claiming to be the main
Hypermarkets are the strongest modern trade channel shopper increased on average from 14% to 22%. The only
accounting for 28% of packaged grocery sales. The importance exception was in China where the proportion of male “main”
of Hypermarkets differ significantly by city though – in shoppers remained relatively flat at just 15%.
Shanghai, 77% of shoppers claim to use them as their main
store compared to just 45% in Beijing. The biggest growth In South and South-East Asia, men are generally more likely
opportunity for this channel is now coming from the lower tier to be grocery shoppers – in most countries, we now see
cities with the key cities generally reaching a relatively mature male shoppers accounting for more than 25% of the “main”
level of development. shopper pie. Malaysia leads the way with 38% followed by the
Philippines and India.
Korea was another market where the speed of change has been
rapid. Again, this is a market where Hypermarkets occupy a There are still two countries though, where things remain a
very strong 31% share of trade. Convenience stores have also little more traditional – Korea and Vietnam. While there are
expanded rapidly, achieving a 12.5% share and increasing from signs of change in Korea, likely due to the development of
3,000 to nearly 17,000 in numbers. Traditional grocery stores Hypermarkets, only 11% of men claim to be the main shopper
have suffered most in Korea, with a closure rate of 5% per year for their families. In Vietnam, where only 3% of main shoppers
or more than 50,000 stores during the decade. are males (from 1% a decade ago), the traditional Wet Market
dominates with only 11% of packaged grocery sales going
The speed of change has generally been slower in South-East through the modern trade channel.
Asia, ranging from 0.6% in the Philippines, the only market
in the region where there has been no significant foreign Housewives no longer dominate the (shopping) aisles: As
investment, up to 1.9% in Malaysia. male shoppers become more involved in grocery shopping, the
popular perception that grocery shopping is mainly done by
Hypermarket growth, at 40% per annum, has been the stay-at-home housewives is now only applicable to a couple
biggest driver of change in Malaysia’s grocery shopping scene. of markets. In particular, India and Indonesia are the only
However, unlike China or Korea, we have not seen the same markets where more than 60% of the main shoppers claim to
level of store closures for the traditional trade with overall be housewives.
store numbers only down by a few thousand, and over 70% of
shoppers still using them as frequently as 2 to 3 times per week. At the other end of the spectrum, China has the lowest number
of shopping housewives at just 10%, followed by Thailand
Indonesia was the second fastest developing market in South- at 27%. With a high proportion of working women in these
East Asia with an annual share change of 1.6%. This is likely markets, a key challenge for retailers is to provide even more
to continue to grow at a fast rate with modern trade still convenient solutions. In Thailand, we have seen very strong
accounting for less than 40% of sales. The fastest growing growth over the last 12 months of smaller formats, particularly
channel in Indonesia has been the mini-market, led by local convenience stores that now account for over 16% of packaged
giants Indomaret and Alfamart. Over the decade, store grocery sales.

5
Hypermarket growth stalls: a short term effect? In Korea, 34% of shoppers’ choice of stores to patronize is
influenced by the stores’ promotional leaflets, nearly 20%
One of the clear effects of the 2009 economic downturn was more than the average for the region. The story is different in
a halt in the forward march of Hypermarkets in many countries. Indonesia, where shoppers were less inclined to buy based on
In a number of countries such as Korea and Taiwan, we saw promotional offers. As sales dropped sharply, shoppers were
Hypermarkets lose as much as 1% share as shoppers used more likely to focus on buying the brands that they trusted
them slightly less frequently. This was quite possibly an effort rather than risking their money on products they were not
from shoppers to try to save money by avoiding the larger familiar with, even if these were priced competitively. Indonesia
stores where they are faced with more non-discretionary is also the country where the highest proportion of shoppers
spending temptations. (81%), claims to choose stores purely based on convenience
(store location). This may well be due to the preponderance of
At the same time, many countries saw a growth in the usage
conveniently located mini-markets.
of smaller supermarkets or mini-markets, stores that offer
shoppers a more convenient local grocery shopping option
and lower travelling costs. So, what is going to happen during the next
decade?
In Korea, the number of shoppers who used supermarkets as
their main channel increased from 17% to 23%, reversing a Many of the trends we have seen over the last decade will
declining trend we had seen for more then 10 years. Regular no doubt continue.
use of Supermarkets also increased for the first time in many
years in Taiwan, Indonesia and Thailand, markets that have Size matters: There will be further growth in large format
had strong development of Hypermarkets. Whether this trend stores offering consumers low prices, a wide assortment and a
continues through 2010, as consumer confidence returns and spacious shopping environment, particularly in the developing
shoppers start to increase their spending, remains to be seen. markets. In countries where they are already dominant, there
may well be a challenge from more convenient smaller format
It is possible that Hypermarkets may find growth harder to stores and also a need for retailers to refresh their offer to
come by in a number of markets, with retailers continuing to capture and/or keep the interest of shoppers.
invest in smaller formats, offering shoppers more convenient
“top-up” shopping. In many cases the smaller formats are Convenience: Convenience stores typified by 7-Eleven will
being opened by the leading Hypermarket chains in an effort continue to grow strongly in all countries, with a big driver of
to expand their footprint to smaller catchment areas that this likely to include an ever-expanding offer in food services
cannot support a larger store, or to capture spending from as well as many other services aimed at making everyday life
different shopping trips other than the main “stock-up” trip. even more convenient.
The development of this multi-format strategy in Asia follows a Concentration of trade: Retailer concentration will increase
retail trend we see being implemented globally. very much at the same rate that we saw over the last few years,
shifting by 1 to 2% annually. The occasional bigger changes
Shoppers become more focused on value in 2009 will be driven by mergers and acquisitions as retailers strive
to drive profitability through size.
A prominent impact of the economic downturn on shopper’s
behavior was an increased focus on value across all markets. The traditional trade will remain an important retail channel
This was partly due to the economic downturn, but was also in most developing markets, although they will lose share at
retailer driven with the amount of retailer promotional activity a rate of about 1% per year. For the region, this is likely to be
increasing sharply in a number of markets. slower than the preceding decade as there will not be the
same size of impact from China.
The proportion of shoppers who claim to be promotion
seekers increased noticeably, particularly in some of the While India will have a lot of focus from a regional perspective
developing markets such as Vietnam, India and China. Malaysia with investment being ramped up again over the next few years,
was another market where promotions became even more the speed of change is unlikely to bear much resemblance to
important despite it already having one the highest proportions what was experienced in China. While we still saw 16% growth
of promotion-sensitive consumers.

6
in modern trade stores in 2009, it was definitely a year of popularity, the wealth of customer data and insights gained
consolidation and the overall share of sales these stores will increasingly be central to the shopper engagement
account for remained at only 5%. strategies for many leading chains.

Only 30% of urban shoppers use supermarkets or hypermarkets Private Labels: The private label concept is still undeveloped
regularly, with only 14% claiming to usethem as their main in all Asian markets, with only Hong Kong having a share above
store. During 2009 the average number of different chains used 5%. This opportunity will be developed over the next 10 years
on a regular basis actually dropped from 2.4 to only 1.8. India but how quickly it will grow will be dependent on how much
has probably the strongest traditional trade with its Kirana retailers invest, not just in product development and quality but
stores successfully meeting shoppers’ needs for convenience also in actively marketing and selling the concept to shoppers.
and personal service. As well as competition, there are a
number of other issues modern retailers will need to overcome “Wired” shopping habits: Technology is the final trend which
to be successful, particularly the development of an efficient is likely to fundamentally alter how and where shoppers spend
and cost effective supply chain. their money and interact with retailers. Whether it is through
TV shopping, on-line retailers, mobile phone applications or
Retaining shoppers: Shopper loyalty and creating social networking sites, the application of technology is likely
differentiated retail brands will be key themes in many of to be the area where we see some of the biggest changes by
the more developed markets, where retailers have a strongly- the year 2020.
established footprint and as competition between the leading
chains becomes keener. We have started to see the launch of In Korea, the transformation has already begun. We now see
many types of loyalty cards but the jury is out as to whether 4% of shoppers claiming to use the internet for the majority
these cards will truly provide differentiation for retailers or of their grocery shopping needs, while 71% use the internet
whether these cards will just be a different means for shoppers regularly to purchase groceries and personal care items.
to obtain promotional offers. Regardless, these cards will say Another 30% use TV shopping channels… so watch this space!!
a lot about shoppers. As the usage of such cards increase in

7
Regional Highlights
Grocery Share of Trade in Asia
53% of packaged grocery products are
now sold through modern self-service 54 52 50 48 48 47
61 59 56
65
stores across the Asia region

46 48 50 52 52 53
39 41 44
35

2000 2001 2002 2003 2004 2005 2006 2007 2008 2009
Modern Self Service Trade Traditional Counter Service

Share of trade for modern


self-service outlets 92 94
87 86 86 86
82
China has been the most dynamic 74
market in the world during the last 63 63 64
10 years with the modern trade share
increasing by 3% a year to 64%
34

HK Taiwan Korea China

2000 2008 2009

Based on FMCG categories tracked by The Nielsen Company


China excluded villages

8
Share of trade for modern
self-service outlets 91 92
78 2000 2008 2009
In South and South East Asia, Malaysia
and Indonesia showed the most rapid
modern trade growth at over 1.5% 52 53
per year for the last 10 years 45 46 43 43
34 36 37 37 38
22
15 16
10 11
5 5

Singapore Malaysia Thailand Philippines Indonesia Vietnam India Sri Lanka

Based on FMCG categories tracked by The Nielsen Company

Total FMCG Nominal Growth


7.5%
in 2009 6.9% 6.9%

China’s FMCG growth dropped back 4.9%


in 2009 while Taiwan improved after 3.4
showing declining sales for the last 5.6 7.5 3.0%
couple of years 2.5% 5.6

3.5 1.3 2.0


1.3 1.2 1.0
-0.7
Australia NZ Taiwan Korea Hong Kong China

Volume Change Unit Value Change

Total FMCG Growth in 2009


17.2%
In South and South-East Asia, India 14.6%
and Vietnam continued to see strong
4.4 9.1
sales growth while Indonesia saw
volume sales decline in 2009 8.1% 8.2%
5.6% 6.8% 4.7%
2.5 3.9
3.3 10.2
7 8.1
5.6 6.1
3.5 4.3
-1.4 -1.4
Singapore Malaysia Thailand Philippines Indonesia India Vietnam

Volume Value

9
Grocery store numbers in 13.1 million
Asia Pacific 11.9 million

Traditional grocery stores increased 217,318


by 1 million in the last decade but the
modern trade store numbers grew
by an average of 35% per annum

48,500

Traditional Grocery Modern Trade

2000 2009 2010


Source: Nielsen retail census

Traditional grocery trade


Modern Trade Annual Share Growth Annual % Change in Traditional Stores
2009 vs. 2000 6.0%

In developing countries the number of 3.0% 2.0%


2.3% 2.0% 1.9%
Traditional Stores continues to increase 1.4% 1.0% 1.0% 1.0% 1.6% 0.6%
0.4% 0.3%
and in most countries Modern Trade
share growth is significantly slower -2.0% -2.0%
-1.0% -1.0%
than developed markets -3.0%
-5.0%

Korea Singapore Taiwan China Malaysia HK Thailand India Indonesia Philippines

Source: Nielsen retail census

10
% of Male Shoppers in South/
38
South-East Asia (2009 vs. 2002) 2002 2009
32
Over the last decade the % of men who 29
are taking responsibility for grocery 27 27
26
shopping has increased in all South-East 23
22
Asian countries except Vietnam 20 19 18
18
15 15 15
13 13
11
7
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% of Main Shoppers who are 3


Housewives 27 19 22
11 15 21 15
32 38
19 43
In the least developed markets (India, 10 28 49
19 53
Indonesia and Vietnam), traditional 23 68 75
housewives make up more than 50% of 63 62 54 50 49
all main grocery shoppers compared to 40 39 32
just 10% in China and New Zealand 11 10
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Housewife Other female Men

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% of Urban Shoppers Using
Hypermarkets Regularly 98
100
86 88 90 90
Hypermarket penetration has grown
81
most significantly in Korea, Malaysia 75
80 71
and Indonesia during the last 10 years,
while over 60% of shoppers in China
59 58
and Thailand now use them as their 60
main grocery channel 45
40
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20 16

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2002 2009

Frequency of Visiting
Hypermarkets
6.8 6.5 6.5
Across the region shoppers tended 5.8 2008 2009
to visit Hypermarkets less frequently
during 2009 as they tried to limit
their overall spending and use more 3.1 3.1 2.9
convenient alternatives 2.4 2.3 2.1
1.9 1.9

China Korea Thailand Malaysia Indonesia Taiwan

12
% of Urban Shoppers Using
Supermarkets Regularly 100 93
89
83 86
In Thailand, Indonesia, Taiwan and 81
78 78 77 76
80 75
Korea we saw Supermarket penetration 70
improve after a decade of losing
61
shoppers 56
60 54

42 43
41
40 32

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2002 2008 2009

Frequency of Visiting
Supermarkets 8.7
9.1

2008 2009
Shoppers used the more convenient
Supermarkets more frequently during 6.6 6.7 6.5 6.5
2009 in a number of countries, including
Thailand and Taiwan

3.2 3.1
2.8
2.5
2.2 2.2 2.1 2.2

Hong Kong Singapore China Malaysia Thailand Taiwan Indonesia

13
% of Shoppers Focused on
82
Promotions 81
79
72
During 2009 more shoppers were 77 70
74 66
attracted by promotional activities, 69 61 61
particularly in Vietnam, China and India 65 68
62 54 53 59
61
57 49
54 52

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2008 2009

Trade Concentration Share for


Top 5 Chains 100 97 97 95 95
93 91
Both Korea and Taiwan had a 2% increase
80 76 76
in trade concentration during 2009 72

60 55 57

40
34 32
30

20
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2008 2009 2009

Based on FMCG categories tracked by The Nielsen Company

14
Trade Concentration Share
for Top 5 Chains 80

70 64 65
Trade concentration continues to 61 2000 2008 2009
grow in South-East Asian countries 60
with 2% increases seen in Thailand
and Indonesia 50

40 36
33
30 25 29 24
26
22
20 15
11 10
10 6 7

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Based on FMCG categories tracked by The Nielsen Company

Private Label Share 8


of Total Market 7.2%
7
Private label share of sales increased in 2008 2009
6
a number of countries in 2009 but it
still remains less than 5% other than 5
in Hong Kong
4
3.1%
3 2.6% 2.8%
2.3%
2 1.6%
1 0.7%

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Pacific
Country Highlights – Australia

Retail Structure – Store Numbers Modern Trade Retailers – Banner Names & Numbers
TRADE SECTOR 2009 2010 SUPERMARKETS 2009 2010
GROCERY STORES Woolworths 798 818
Traditional Grocery Stores 19,537 19,537 Coles 709 737
Convenience Stores 2,655 2,725 Franklins 81 84
Supermarkets 4,361 4,406 ALDI 204 225
Hypermarkets 2 2 Ritchies - IGA 57 57
Warehouse Clubs 1 1 Drakes - IGA 42 42
TOTAL GROCERY OUTLETS 26,556 26,671 IGA 1,288 1,288
Tasmania Independent Retailers 231 227
DRUG STORES Food Works 710 708
Independent Drugstores 3,167 3,337 Spar Aust 241 220
Chain Drugstores 1,949 2,053
TOTAL DRUG OUTLETS 5,116 5,390 CONVENIENCE STORES
7 Eleven 384 395
BP (Corp. & Buying group)) 390 394
Coles Express (formerly Shell) 618 621
Mobil (Quix & Buying group) 140 149
Caltex 641 662
Night Owl 50 58
Gull 27 27
Woolworths Petrol 405 419

FMCG Growth Trend 9.2%


10%
in Australia
8% 6.8% 6.9% 6.9% 5.7% 7.1%
6.3%
6%
0.8%
3.5% 1.8% 2.7% 5.1%
3.5%

2.3%
2.9%
4% 0.4%

2%
6.0% 3.4% 5.1% 3.5% 4.4% 2.8% 2.8% 2.5%
0%
2008 2009 Q4'08 Q1'09 Q2'09 Q3'09 Q4'09 Q1'10
Unit value change Volume change Nominal growth

16
Pacific
Country Highlights – New Zealand

Retail Structure – Store Numbers Modern Trade Retailers – Banner Names & Numbers
TRADE SECTOR 2009 2010 SUPERMARKETS 2009 2010
GROCERY STORES Pak'N Save 47 48
Dairies 2897 2897 New World 134 134
Convenience Stores 1435 1460 Foodtown 29 20
Supermarkets 381 388 Countdown 63 103
TOTAL GROCERY OUTLETS 4,713 4,745 Super Value 52 54
Woolworth's 56 29
DRUG STORES
Pharmacies 962 931 CONVENIENCE STORES
TOTAL DRUG OUTLETS 5,116 5,390 Caltex 115 109
BP Connect/Express 78 78
Mobil Pegasus/On the Run 86 86
Shell Select 214 203
Gull 35 35

17
FMCG Growth Trend 10% 8.9%
in New Zealand 7.3%
8% 6.9% 0.4% 1.4% 7.2%

6% 1.3% 1.7% 5.2%

4% 2.1% 2.9%

2% 1.5%
5.6% 6.9% 7.5% 5.5% 3.1% 1.4%
0%
2008 2009 Q4'08 Q1'09 Q2'09 Q3'09 Q4'09 Q1'10
Unit value change Volume change Nominal growth

Shoppers Usage of Modern Store


99
Types in New Zealand 2009 89
% that spend most money vs. used 70
in the last month 64 61
50
36
28
21

1 1 1 4 1 1
0
Supermarkets Large Discount Convenience Convenience Fruit & Butcher Fish Shop Online
Stores in Petrol Excl. Petrol Veggie shop
Stations Stations.

Spend Most Used in the Last Month

18
North Asia
Country Highlights – China

Retail Structure – Store Numbers Modern Trade Retailers – Banner Names & Numbers
TRADE SECTOR 2008 2009 Hypermarket 2008 2009
GROCERY STORES Carrefour 134 156
Grocery Stores 1,962,873 2,139,315 Wal-Mart (Supercenter) 123 175
Kiosks A.best 105 109
Convenience Stores 14,484 17,353 Trust Mart 104 104
Minimarkets 80,728 84,363 Shanghai RT-Mart 101 121
Supermarkets 9,224 11,591 Centurymart 86 86
Hypermarkets 1,912 2,108 Lotus 76 77
TOTAL GROCERY OUTLETS 2,069,201 2,254,730 JiaShiJie Group Co. Ltd 63 65
Tesco 61 79
OTHERS Wuhan Wushang 53 75
Cosmetic 128,307 140,096 WuHan ZhongShang 31 32
General store 848,240 847,872 Auchan 31 35
Soft Drinks and Ice Cream Store 60,757 46,317 HuNan Apolo (Jia run duo) 13 15
TOTAL OTHER OUTLETS 1,037,307 1,034,285 Aeon( Jusco) 18 21
Multiple Formats
CRV (Vanguard) 2,698 2,926
Modern Trade Retailers – Banner Names & Numbers
Wu-mart 1,975 2,298
Supermarket 2008 2009
Shangdong Jiajia Yue 456 489
Shanghai Lianhua 3,932 4,138
RenRenLe 73 90
Shanghai Hualian 1,946 1,461
Extra Times 67 68
ChengDu RedFlag 858 980
Fujian XinHuaDu 52 75
SiChuan HuHui 800 1,200
PARKnSHOP 43 54
Shanghai JieQiang 394 412
Beijing MeiLianMei 32 35
ZheJiang RenBen 387 599
WenFeng Co. Ltd 913 978
FuJian Yonghui 205 268
Beijing Hualian 65 85
HuNan BuBuGao 110 123
Shanghai Nong Gong Shang (NGS) 3,330 3,331
NingBo SanJiang 106 127
JiangSu SuoGuo 1,802 1,852
ShenZhen MinRun 97 113
Wuhan Zhongbai 626 674
Qingdao Li Qun Group 866 890
Beijing Ji Ke Long 243 247
Warehouse Club
Metro 38 42
Makro 8 8
Sam’s Club 3 3

19
FMCG Growth Trend
12% 11.0%
in China
9.2%
10% 8.8%
8%
6% 3.0% 8.2%
4% 1.0% 1.7% 1.1%
0.6%
2% 0.2%
1.3%
2.0% 2.9% 2.2%
0%
0.9% 1.0%
-0.7%
-2% -1.2%
2008 2009 Q4'08 Q1'09 Q2'09 Q3'09 Q4'09 Q1'10
Unit value change Volume change Nominal growth

Shoppers Usage of Modern Store


90
Types in China 2009 77
% that spend most money vs. used 62
in the last month

20 26
8
1 0
Hypermarkets Supermarkets Convenience Stores Personal Care/
Drugstores

Spend Most Used in last Month

China Share of Trade


36.7 36.7 36.7 35.6
In China, Hypermarkets gained 1% share
of market during 2009 as the traditional 26.6 27.7
trade continued to slowly lose share

Hypermarket Other Modern Trade Traditional Grocery

2008 2009
Based on FMCG categories tracked by The Nielsen Company

20
North Asia
Country Highlights – Taiwan

Retail Structure – Store Numbers Modern Trade Retailers – Banner Names & Numbers
TRADE SECTOR 2009 2010 CONVENIENCE STORES Mar 2009 Mar 2010
GROCERY STORES 7-11 4,823 4,751
Traditional Grocery Stores 17,855 16,947 Family Mart 2,331 2,429
Convenience Stores 9,187 9,234 Hi-Life 1,253 1,242
Supermarket 1,832 2213 OK 828 835
Hypermarkets 112 119
TOTAL GROCERY OUTLETS 28,986 28,513 DRUGSTORES
Watsons 395 399
DRUG STORES Cosmed 295 314
Drugstores 7,716 7,817
Chain Personal Care Stores 775 812 HYPERMARKETS
TOTAL DRUG OUTLETS 8,491 8,629 Carrefour 59 61
RT-Mart 20 20
OTHERS a.mart (AiMai) 15 17
Liquor Stores 883 885 Dollars 1 1
Kiosk 36,645 38,371 Save&Safe 4 4
TOTAL OTHER OUTLETS 37,528 39,256
SUPERMARKETS
PX Store 457 522
Wellcome 241 299
Simple Mart 171 186
SongChin 76 82
Sinon 38 40
Carrefour Super 1 3

WAREHOUSE CLUBS
Costco 5 6

21
FMCG Growth Trend
6%
in Taiwan 0.5% 2.9% 3.2% 3.0%
4% 2.5% 0.0% 0.7% 0.6%
4.4% 1.8%
2% 1.2%
3.9% 4.3% 1.2%
4.6% 2.9%
0%
1.3% -1.3%
-0.7% -0.6%
-2% -1.1%
-3.9%
-6.2% -1.6%
-4%
-6%
-8%
2008 2009 Q4'08 Q1'09 Q2'09 Q3'09 Q4'09 Q1'10
Unit value change Volume change Nominal growth

Shoppers Usage of Modern


Store Types in Taiwan 2009 95

% that spend most money vs. used 59 63


in the last month 40 44
27 21
17
7 3

Hypermarkets Supermarkets Convenience Personal Care/ Post Exchange


Stores Drugstores

Spend Most Used in the Last Month


* Taipei, Kaohsiung, Taichung,

Taiwan Share of Trade


28.7 28.8
Chain supermarkets and modern 22.9 22.3
personal care stores continued to show 18.2 19.9
the strongest performance in Taiwan 11.9 12.4
9.6 9.0
during 2009 6.8 6.0
1.9 1.6
Hypermarkets Chain Other Convenience Drugstores Traditional Other
Super Super Store

2008 2009
Based on FMCG categories tracked by The Nielsen Company

22
North Asia
Country Highlights – Hong Kong

Retail Structure – Store Numbers Modern Trade Retailers – Banner Names & Numbers
TRADE SECTOR 2008 2009 CONVENIENCE STORES 2009 2010
GROCERY STORES PARKNSHOP Express 5 6
Traditional Grocery Stores 2,565 2,565 7-11 964 977
Convenience Stores 1,120 1,336 Circle K 301 303
Supermarkets 649 688 Caltex 43 44
Superstores 74 74 Vango 23 25
TOTAL GROCERY OUTLETS 4,408 4,663
DRUGSTORES
DRUG STORES Mannings 301 305
Traditional Drugstore 1,386 1,386 Watson's 157 159
Chain Drugstores 406 458
TOTAL DRUG OUTLETS 1,792 1,844 SUPERMARKETS
Wellcome 271 272
Park'N Shop 246 241
CRV 96 96
Jusco 11 11

23
FMCG Growth Trend
in Hong Kong 14% 12.3%
12%
10.8%
5.0% 8.9%
10%
3.2%
8% 1.7% 5.9%
4.9% 4.3%
6% 2.7% 2.5% 0.9%
4%
2%
7.6% 5.6% 7.3% 7.2% 6.5% 3.8% 3.7% 3.4%
0%
-0.7% -0.6%
-2% -1.1% -1.2%

2008 2009 Q4'08 Q1'09 Q2'09 Q3'09 Q4'09 Q1'10


Unit value change Volume change Nominal growth

Shoppers Usage of Modern


Store Types in Hong Kong 2009 92 89 83
% that Spend most money vs. used
61
in the Last Month
47

21
8 7 4
0

Superstores Supermarkets Convenience Personal Care/ Online


Stores Drugstores

Spend Most Used in the Last Month

Hong Kong Share of Trade


56.4 55.5
In Hong Kong, the strongest performing 2008 2009
channel continues to be drugstores,
which gained 1.3% share in 2009

26.2 27.5
15.4 15

1.9 2

Chain Convenience Drugstores Open Trade


Supermarkets & Ind. Smkt
Based on FMCG categories tracked by The Nielsen Company

24
North Asia
Country Highlights – South Korea

Retail Structure – Store Numbers Modern Trade Retailers – Banner Names & Numbers
TRADE SECTOR 2008 2009 HYPERMARKETS 2009 2010
GROCERY STORES E-Mart 127 127
Traditional Grocery Stores 51,961 49,053 Lotte Mart 69 70
Convenience Stores 14,333 16,738 Homeplus 114 115
Small Supermarkets 16,151 17,706 New Core Outlet 17 17
National Cooperative 2,083 2,141 GS Mart 14 14
Large Supermarkets 3,619 4,045 Hanaro Club 17 17
Warehouse Club 6 6 Mega Mart 10 10
Hypermarkets 346 363 Grand Mart 6 6
TOTAL GROCERY OUTLETS 88,499 90,052 Big Mart 3 3

DRUG STORES SUPERMARKETS


Independent Drugstores 19,456 20,790 GS Super 134 149
Cosmetic Stores 7,695 7,695 Kims Mart 44 46
TOTAL DRUG OUTLETS 27,151 28,485 Lotte Super 185 181
Homeplus Express 159 199
Seowon Stores 70 70

CONVENIENCE STORES
7-11 2,213 2,329
Family Mart 4,596 4,837
GS 25 3,744 3,941
Ministop 1,192 1,255
Buy the Way 1,360 1,431
Joy Mart 230 242
OK Mart 317 334
C-Space 144 152

WAREHOUSE CLUBS
Costco Korea 7 7

25
FMCG Growth Trend 8.9%
10% 6.1% 8.7% 7.6% 8.4%
in South Korea 7.5%
8% 9.1% 7.7% 5.8%
5.3% 4.3%
6%
7.5% 8.9% 1.2%
4%
2%
0.0% 2.3% 4.1% 4.6%
0%
-0.2% -2.8% 1.0%
-2%
-4%
2008 2009 Q4'08 Q1'09 Q2'09 Q3'09 Q4'09 Q1'10

Unit value change Volume change Nominal growth

Shoppers Usage of Modern


Store Types in Korea 2009 98
89
% that spend most money vs. used 71
58 59 60
in the last month

23
1 0 4

Hypermarket Supermarket Convenience Pharmacy Online


Store
Spend most money Used in the last Month

Korea Share Of Trade


2008 2009
Chain supermarkets and convenience 31.6 30.6
stores gained share in Korea while
Hypermarkets lost 1 share point in 2009
12.5 12.5 12.3 10.6 10.6 13.9 13.7
9.4 10.2 10.1 10.1 11.8

Hypermarkets Chain Independent Convenience Minimarkets National Traditional


Supermarkets Supermarkets Coop Trade

Based on 71 FMCG categories tracked by The Nielsen Company

26
South-East Asia
Country Highlights – Singapore

Retail Structure – Store Numbers Modern Trade Retailers – Banner Names & Numbers
TRADE SECTOR 2008 2009 HYPERMARKETS Mar 2009 Feb 2010
GROCERY STORES Giant 8 8
Traditional Grocery Stores 1,675 1,639 Carrefour 2 2
Convenience Stores 449 492 FairPrice Xtra 3 3
Petrol Convenience Stores 200 200
Supermarkets 239 253 SUPERMARKETS
Minimarket 503 503 NTUC FairPrice 85 94
Hypermarkets 12 12 Cold Storage 41 45
TOTAL GROCERY OUTLETS 3,078 3,099 Shop N Save 50 50
Sheng Siong 22 23
DRUG STORES
Traditional Medical Stores 312 304 CONVENIENCE STORES
Chain Drugstore 264 279 7-Eleven (Petrol Mart) 64 64
TOTAL DRUG OUTLETS 576 583 7-Eleven 367 420
SPC 38 38
Caltex 30 30
Cheers 65 75
Cheers by FairPrice 48 44
FairPrice Xpress 19 21

MINIMARKET
Econ Minimart 3 0
i-econ 97 94

DRUGSTORES
Guardian 117 126
Watson's 100 103
Unity Healthcare 39 43

27
FMCG Growth Trend 11.4%
12%
in Singapore
10% 8.9%
8.1% 6.4%
8% 7.2%
5.8% 5.4%
6%
4.7% 5.2%
4.1%
0.0%
4% 3.3%

2%
3.4% 5.0% 3.1% 3.1% 1.9% 5.4%
0%
2008 2009 Q4'08 Q1'09 Q2'09 Q3'09 Q4'09 Q1'10
Unit value change Volume change Nominal growth

Shoppers Usage of Modern Store


Types in Singapore 2009 87
74
% that spend most money vs. used
55
in the last month 44
22
4 8
2

Hypermarkets Supermarkets Convenience Personal Care/


Stores Drugstores

Spend Most Used in Last Month

Singapore Share of Trade


64.1 65.9
Supermarkets performed strongly in
Singapore in 2009 while convenience 2008 2009
stores share dropped back after a
decade of strong growth

12.4 11.9 14.9 14.1


8.6 8

Supermarkets/ Convenience Drugstores Open Trade


Hypermarkets Store & minimarts
Based on FMCG categories tracked by The Nielsen Company

28
South-East Asia
Country Highlights – Malaysia

Retail Structure – Store Numbers Modern Trade Retailers – Banner Names & Numbers
TRADE SECTOR 2008 2009 HYPERMARKETS 2009 2010
GROCERY STORES Giant 32 36
Provision Shops 30,611 30,357 Carrefour 17 22
Convenience Stores 3,184 3,293 Sunshine 1 1
Supermarket 735 753 Tesco 21 24
Hypermarkets 84 96 Tesco Extra 8 8
TOTAL GROCERY OUTLETS 34,614 34,499
SUPERMARKETS
DRUG STORES The Store 74 52
Traditional Medical Store 2,476 2,322 Billion 32 30
Chain/Independent Drugstore 1,925 2,012 Sunshine 5 3
Sundry toiletry stores 3,009 2,782 Ngiu Kee 10 9
TOTAL DRUG OUTLETS 7,410 7,116 Jusco 21 25
Giant 63 65
Cold Storage 22 19

CONVENIENCE STORES
7-Eleven 998 1,016
Petronas 550 579
Shell Select 283 336
Caltex Starmart 211 203
Mobil 201 201
BHP 165 145
Esso 164 164

DRUGSTORES
Guardian 331 343
Watsons 208 209
PharmaCare 16 9

MINIMARKET
99 Speedmart 123 174

29
FMCG Growth Trend 20%
in Malaysia
15% 11.8% 3.8%
10% 5.6%
17.2%
5% 3.4% 10.3% 0.5% 4.4%
7.0% 1.7% 0.4% 0.9% 5.3%
4.3%
0%
-5.4% -0.9% -0.8% -0.4% -0.9%
-1.4% -6.5%
-5% -4.1% -0.4%
-2.4%
-10%
2008 2009 Q4'08 Q1'09 Q2'09 Q3'09 Q4'09 Q1'10
Unit value change Volume change Nominal growth

Shoppers Usage of Modern Store


78
Types in Urban Malaysia 2009 71
% that spend most money vs. used 50
in the last month 37 36
25

4 1

Hypermarkets Supermarkets Convenience Stores Personal Care/


Drugstores

Spend Most Used in the Last Month

Malaysia Share of Trade


44.1 45.8 44.5
All modern trade formats continued
42.9
to gain share in Malaysia in 2009

3.4 3.7 5.4 5.5


2.5 2.2

Convenience Supemarkets/ Drugstores Traditional Chinese


Store Hypermarkets Trade Medical Halls

2008 2009
Based on FMCG categories tracked by The Nielsen Company

30
South-East Asia
Country Highlights – Thailand

Retail Structure – Store Numbers Modern Trade Retailers – Banner Names & Numbers
TRADE SECTOR 2008 2009 HYPERMARKETS 2009 2010
GROCERY STORES Big C 67 67
Traditional Grocery Stores 310,823 317,961 Tesco Lotus 110 116
Convenience Stores 7,361 7,754 Carrefour 34 39
Supermarkets 542 545
Hypermarkets 207 222 SUPERMARKETS
Warehouse Clubs 41 44 Tesco Lotus Supermarket 56 66
TOTAL GROCERY OUTLETS 318,974 326,526 TOPS 95 96
Jusco 9 11
DRUG STORES Foodland 11 11
Traditional Drugstores 10,195 11,093 Home Fresh Mart (The Mall) 9 10
Chain Drugstores 297 333
TOTAL DRUG OUTLETS 10,492 11,426 CONVENIENCE STORES
7-Eleven 4,900 5,256
Tiger Mart 110 97
Family Mart 548 567
Jiffy 146 146
Select 102 106
Suria 101 99
Tesco Express 420 487
Tops Daily 14 24
Mini Big C 11 11

PERSONAL CARE
Watsons 148 156
Boots 152 164

WAREHOUSE CLUB
Makro 41 45

31
FMCG Growth Trend 10.9%
12%
in Thailand 9.6%
10%
7.7% 8.0%
8% 5.8%
6.8% 5.0% 6.1% 6.1%
5.3%
6% 4.5% 4.5%
3.5% 3.8%
3.0%
4% 2.3%

2% 5.1%
3.3% 4.6% 3.2% 3.1% 3.0% 3.5% 2.3%
0%
2008 2009 Q4'08 Q1'09 Q2'09 Q3'09 Q4'09 Q1'10
Unit value change Volume change Nominal growth

Shoppers Usage of Modern Store


Types in Urban Thailand 2009 90 86
% that spend most money vs. used 64 61
in the last month

22
12
5 0
Hypermarkets Supermarkets Convenience Stores Personal Care/
Drugstores
Spend Most Used in Last Month

Thailand Share of Trade


54.8 53.5
Convenience stores in Thailand remain 2008 2009
one the fastest growing trade channels
in the region, reaching 16.3% in 2009
30.5 30.1

14.7 16.3

Super/Hypermarket Convenience Store Open Trade


Based on FMCG categories tracked by The Nielsen Company excluding cigarettes

32
South-East Asia
Country Highlights – Indonesia

Retail Structure – Store Numbers Modern Trade Retailers – Banner Names & Numbers
TRADE SECTOR 2008 2009 CONVENIENCE STORES 2009 2010
GROCERY STORES Circle K 238 259
Traditional Grocery Stores 2,469,465 2,520,757 Mini Mart 36 36
Convenience Stores 267 358 Am/pm 28 28
Minimarket 10,607 11,569 Alfa Express 32
Supermarket 1,571 1,146 7-Eleven 3
Hypermarkets 127 141
Warehouse Clubs 26 26 PETROL STORES
TOTAL GROCERY OUTLETS 2,482,063 2,533,997 Bright (Pertamina) 42 96
Select (Shell) 36 45
DRUG STORES Surya (Petronas) 21
Traditional Drugstores 18,193 18,597 Bonjour (Total) 3
Chain Drugstores 419 463
TOTAL DRUG OUTLETS 18,612 19,060 DRUG STORES
Century 193 208
Modern Trade Retailers – Banner Names & Numbers Guardian 189 196
SUPERMARKETS 2009 2010 Boston 51 53
Hero 52 41 Shop In 2 2
Giant 55 59 Watsons 4 4
Ramayana 93 93
Matahari / Foodmart 23 23 HYPERMARKETS

Carrefour Express 14 15 Carrefour 42 45


Yogya and Griya 56 57 Carrefour ex ALFA 16 16
Super Indo 64 65 Giant 26 34
Gelael 15 15 Hypermart 43 46
Borma 23 24
Macan Yaohan 8 13 MINIMARKETS
Hardy's 11 13 Indomaret 3,312 3,892
Sri Ratu 8 7 Alfamart 2,896 3,422
Star Mart 122 124
WAREHOUSE CLUBS Yomart 177 220
Makro/Lotte 19 19 Alfa MIDI 60 109
Indogrosir 6 6
Goro 1 1

33
FMCG Growth Trend 25% 21.1%
in Indonesia
20% 15.8%
6.3%
15% 1.0%
6.9% 8.4%
10% 3.8%
4.7% 3.0%
5% 2.0% 0.3% 6.2%
14.8% 6.1% 14.8% 10.4% 6.4% 3.4% 2.7% 2.2%
0%
-1.4% -2.6% -1.4%
-5% -3.5%
2008 2009 Q4'08 Q1'09 Q2'09 Q3'09 Q4'09 Q1'10

Unit value change Volume change Nominal growth

Shoppers Usage of Modern Store


78
Types in Urban Indonesia 2009
% that spend most money vs. used 54
in the last month
45
30
24
15 13
0
Hypermarkets Supermakets Minimarts Personal Care Stores

Spend Most Used in the Last Month


* Jakarta-Tangerang-Bekasi-Depok, Bandung, Surabaya and Makasar

Indonesia Share of Trade


63.5 61.8
The story remains the same in Indonesia 2008 2009
with the growth coming from the
mini-market format which gained
a further 2 share points to over 17%
of total FMCG sales
21.1 20.9
15.4 17.2

Hyper/ Supermarkets Minimarkets Traditional Grocery


Based on FMCG categories tracked by The Nielsen Company

34
South-East Asia
Country Highlights – Philippines

Retail Structure – Store Numbers Modern Trade Retailers – Banner Names & Numbers
TRADE SECTOR 2008 2009 HYPERMARKETS 2008 2009
GROCERY STORES Shopwise 7 8
Sari-Sari Stores 661,065 694,057 SM Super Shopping Market 12 19
Market Stalls 37,619 36,694 SUPERMARKETS
Grocery Store 5617 5,461 Rustans 22 21
Convenience Stores 2139 2,101 Gaisano (Chains) 39 44
Supermarkets 1218 1,273 SM-Shoemart(Supervalue) 38 50
Hypermarkets 19 27 Robinsons 37 49
Department Stores 527 529 Waltermart 14 14
TOTAL GROCERY OUTLETS 708,204 740,142 South Supermarkets 9 9
Tropical Food Hut Mart 6 6
TOTAL DRUG OUTLETS 10,971 11,045 Ever Supermarkets 15 16
Lopues 9 9
CONVENIENCE STORES
7-11 376 447
Mini Stop 233 271
Shell Select 160 158
Caltex Star Mart 81 0
Petron Treats 50 53
DEPARTMENT STORES
Robinsons 23 25
Ever Gotesco 3 3
Isetann 3 3
SM Shoemart 35 38
DRUGSTORES
Mercury Drug 700 741
Save More Drug 51 56
Rose Pharmacy 122 154
Watsons 181 206
HBC Your Personal Store 172 175
CASH & CARRY
Makro 15 12

35
FMCG Growth Trend
16%
in the Philippines 14% 12.3% 12.6% 12.6%
12%
10%
8.2% 6.8% 7.9% 8.0% 8.9% 8.0% 13.9%
8% 1.6%
6% 12.2% 4.3% 5.9% 4.7%
4%
2% 0.1% 3.9% 5.8% 3.3% 7.3% 8.3%
2.0%
0%
-2% -0.3%
-1.3%
-4%
2008 2009 Q4'08 Q1'09 Q2'09 Q3'09 Q4'09 Q1'10
Unit value change Volume change Nominal growth

Shoppers Usage of Modern Store


Types in Urban Philippines 2009 57
41
% that spend most money vs. used
in the last month 20
9
1 1
Supermarkets Convenience Stores Personal Care/Drugstores
Use Most Often Used in the Last Month

* 13 urban cities across the Philippines

Philippines Share of Trade 2008 2009


Supermarkets gained 0.4% share
during 2009 in the Philippines 47.3 46.8
39.9 40.3

9.5 9.1
1.9 1.9 0.9 1

Supermarkets Grocery/CVS Drugstores Open Trade Department Store


Based on FMCG categories tracked by The Nielsen Company

36
South-East Asia
Country Highlights – Vietnam

Retail Structure – Store Numbers Modern Trade Retailers – Banner Names & Numbers
TRADE SECTOR 2008 2009 SUPERMARKETS 2008 2009
GROCERY STORES Big C 5 5
Traditional Grocery 49,703 52,435 Citimart 17 16
Convenience & Minimarkets 239 343 Coop Mart 18 19
Supermarkets 119 135 Fivimart 14 14
Hypermarket 5 5 Maximark 2 2
Warehouse Club 5 5 Medicare 8 10
TOTAL GROCERY OUTLETS 50,071 52,923 Vissan 19 28
INTIMEX 5 6
OTHERS
Street Vendors 1,181 924 CONVENIENCE STORES
Market Stalls 6,727 5,922 G7 Mart 25 19
TOTAL OTHER OUTLETS 7,908 6,846 Coop 6 6
Hapro 19 23
Shop & Go 14 35

WAREHOUSE CLUB
Metro 5 5

37
FMCG Growth Trend 45%
42.7% 37.7%
in Vietnam 40%
35%
20.9%
27.1%
30%
28.7%
20.9%
25% 17.2% 19.9% 16.0% 22.1%
20% 12.8%
6.8% 8.9%
15%
8.1%
10% 6.8% 11.4%
5% 14.0% 9.1% 16.8% 14.1% 11.0% 6.0% 4.6% 5.0%
0%
2008 2009 Q4'08 Q1'09 Q2'09 Q3'09 Q4'09 Q1'10
Unit value change Volume change Nominal growth

Shoppers Usage of Modern Store


Types in Urban Vietnam 2009 100 90
80
% that spend most money vs. used
in the last month 60
43 37
40
19
20 5 0 3 0
0
Supermarket Hypermarkets Convenience Store Personal Care
Stores

Spend Most Used in the Last Month

Vietnam Share of Trade 90 89


2008 2009
The modern trade Vietnam now
accounts for 11% of grocery sales

10 11

Modern Trade Traditional Trade


Based on FMCG categories tracked by The Nielsen Company

38
South-East Asia
Country Highlights – India

Retail Structure – Store Numbers Modern Trade Retailers – Banner Names & Numbers
TRADE SECTOR 2008 2009 SUPERMARKETS 2009 2010
GROCERY STORES Reliance Fresh 329 356
Provision Stores 3,998,261 4,022,155 Trinethra/Fabmall 378 403
Pan Bidi Outlets 1,787,269 1,830,984 Spencer's Daily 172 131
Food Stores 170,727 172,341 Spencer's Express 62 44

Supermarkets 5,242 6,056 Spencers Super 14 12

General Stores 1,073,418 1,096,938 Spencers Fresh 2 1

TOTAL GROCERY OUTLETS 7,034,917 7,128,474 Apna Bazar 125 135


More for You 266 246

DRUG STORES Sabka Bazar 75 60


Foodworld 67 67
Chemist 379,263 390,176
Spinach 45 35
Cosmetic Stores 184,383 186,686
Nilgiris 50 33
TOTAL DRUG OUTLETS 563,646 576,862
6TEN 499 270
LM365 44 49
Modern Trade Retailers – Banner Names & Numbers
Fresh@ 75 75
HYPERMARKETS 2009 2010
Kendriya Bhandar 29 123
Big Bazaar 151 169
Arambagh 27 33
Spar Hyper 3 3 Vishal Megamart 141 145
Giant-Spencers Hyper 21 19 Wellness 137 156
Magna 61 65
CONVENIENCE STORES Smart 47 34
BPCL In & Out 73 133 Big Apple 44 42
Convenio 8 15 Patel Low Price 11 11
HP Speedmart 15 17 Total 4 4
Akbarallys 5 8 Kannan 7 9
Club HP 7 22 Hypercity 1 7
Kishore Biyanani's Fair Price 149 93
PHARMACY Amudham 26 27
Apollo Pharmacy 188 740 Maratha Stores 18 20
Health & Glow 61 65 Supplyco 4 17
Medplus Pharmacy 119 570 Janatha Bazar 8 8
Medicine Shoppe 18 210 Triveny 12 12
Raj Rajya Sahakari 36 35 Samavayika 10 15
Himalaya Ayurvedic 14 95 Dabur New U 7 10
Akbarallys 5 8
Basco 1 1

39
FMCG Growth Trend 25%
in India
19.6%
20%
17.2% 17.1%
14.6% 15.5%
8.3% 11.5%
15%
10.4% 12.6%
10.2% 11.0%
9.2%
10% 10.2%
8.9%
5%

4.4% 8.9% 5.6% 2.9% 0.3% 0.8%


9.2%
0%
2008 2009 Q4'08 Q1'09 Q2'09 Q3'09 Q4'09 Q1'10

Unit value change Volume change Nominal growth

Shoppers Usage of Modern Store


92
Types in India 2009
% that spend most money vs. used 58
56
in the last month
28
17
7 9
2 1 0

Hypermarkets Supermarkets Convenience Personal Care/ Traditional


Stores Drugstores

Spend Most Used in last Month

India Share of Trade


95 95
2008 2009
After the strong expansion of the modern
trade over the last 5 years in India, 2009
was a year of consolidation with share
remaining at 5%

5 5

Modern Trade Traditional Trade


Based on FMCG categories tracked by The Nielsen Company

40
South-East Asia
Country Highlights – Sri Lanka

Retail Structure – Store Numbers Modern Trade Retailers – Banner Names & Numbers
TRADE SECTOR 2009 2010 SUPERMARKETS
GROCERY STORES Cargills 138 142
Traditional Grocery Stores 105,392 115,490 Sathosa Retail 105 190
Supermarkets 510 958 Keells/Super Pola 40 61
TOTAL GROCERY OUTLETS 105,902 116,448 Arpico 10 13
Co-op City 263 365
DRUG STORES
Traditional Drugstores 2,400 2,346 CONVENIENCE STORES
TOTAL DRUG OUTLETS 2,400 2,346 Laugfs 22 31

Sri Lanka Share of Trade


85 84
In Sri Lanka, the modern trade continued
to steadily gain share in 2009

2008 2009

15 16

Supermarkets Traditional Grocery


Based on FMCG categories tracked by The Nielsen Company

41
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Peter Gale
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Asia Pacific, Middle East & Africa
The Nielsen Company

Phone: +66(0)2673-4660
Email: peter.gale@nielsen.com

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