1. © Kantar Worldpanel Confectionary 12 weeks period ending 24 March 2013 (12 w/e P3/13)

2. 2 © Kantar Worldpanel EXECUTIVE SUMMARY ˃ GDP in Q1/2013 struggles to expand by +4.9% on a year-on-year basis, marking an improvement in growth rate compared to the same period in 2012, yet not strong enough to reverse the deceleration trend. ˃ FMCG market maintains steady growth at +12% in Urban and +11% in Rural after Tet, leading by Dairy and Beverages. Besides, positive scores were also seen in Home Care sector at +16% growth in Rural with more and more consumers purchasing households products to ease their housework. ˃ Specialty Stores show the most rapid growth among all channels in Urban with a +25% increase in value compared with the same quarter last year, mainly driven by its growth in Dairy. ˃ Liquid Detergent in Urban and CSD in Rural are the stars throughout this quarter with an impressive volume growth at roughly +30%. ˃ FMCG & Fresh Food remains an essential part (more than ¼) of wallet share in both Urban and Rural. Beside FMCG & Fresh Food, Education and Savings played an important part of a typical Vietnamese wallet share.

3. 3 © Kantar Worldpanel +6.6% CPI March 2013 vs. year ago +12% FMCG GROWTH, URBAN 4 CITIES 12 weeks ending 24 March 2013 vs. year ago (12 w/e P3/13 vs. YA) +11% FMCG GROWTH, RURAL 12 weeks ending 24 March 2013 vs. year ago (12 w/e P3/13 vs. YA) +4.9% GDP Quarter 1/2013 vs. year ago #FMCGSteadyGrowth FMCG market maintains steady performance in both Urban and Rural after Tet. KEY INDICATORS #FragileRecoverySigns GDP growth in Q1/2013 is higher than year ago, yet not many indicators support economic improvement.

4. 4 © Kantar Worldpanel FMCG – 12 WEEKLY YEAR-ON-YEAR CHANGE (%) Affected by the current economic downturn, FMCG market shows a slow-down in long term though maintains a steady growth after Tet’s peak season.

5. 5 © Kantar Worldpanel FMCG BASKET TRENDS Dairy and Beverages are the top growing sectors in both Urban and Rural. Besides, positive scores are also seen in Home Care.

6. 6 © Kantar Worldpanel RETAILER SNAPSHOT – URBAN

7. 7 © Kantar Worldpanel RETAILER SNAPSHOT – RURAL

8. 8 © Kantar Worldpanel

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10. KEY MESSAGES GDP GROWTH SLIGHTLY ACCELERATES YET STAYS AROUND ITS DECADE-LOW IMPRESSIVE GROWTH OF DAIRY AND BEVERAGE & EXPANSION OF HOME CARE IN RURAL THE RISE OF SPECIALTY STORES ESPECIALLY IN DAIRY PRODUCTS HOT CATEGORIES: LIQUID DETERGENT IN URBAN & CARBONATED SOFT DRINKS IN RURAL INSIDE CONSUMER’S WALLET: FMCG & FRESH FOOD STAY THE CORE 5 4 3 2 1

11. © Kantar Worldpanel About Kantar Worldpanel Kantar Worldpanel is the world leader in consumer knowledge and insights based on continuous consumer panels. Its High Definition Inspiration™ approach combines market monitoring, advanced analytics and tailored market research solutions to deliver both the big picture and the fine detail that inspire successful actions by its clients. Kantar Worldpanel’s expertise about what people buy or use – and why – has become the market currency for brand owners, retailers, market analysts and government organisations globally. With over 60 years’ experience, a team of 3,500, and services covering more than 55 countries directly or through partners, Kantar Worldpanel delivers High Definition Inspiration™ in fields as diverse as FMCG, impulse products, fashion, baby, telecommunications and entertainment, among many others. For further information, please visit us at www.kantarworldpanel.com.vn Contact us Kantar Worldpanel Vietnam 58 Vo Van Tan Street, District 3, Ho Chi Minh City, Vietnam tel: +84 8 39306631 fax: +84 8 39306632 email: vietnam@kantarworldpanel.com website: www.kantarworldpanel.com.vn KWPVietNam Kantar Worldpanel Vietnam