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Click on each region 1 1.

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Presentation on theme: "Click on each region 1 1."— Presentation transcript:

1 Click on each region 1 1

2 Back to the beginning Q3 2013 2 2

3 Q3 2013 | SUMMARY LATAM Back to the beginning
#SlowGrowth A weak external demand reduces the growth in the region reaching 2.25% GDP growth YTD Oct., the lowest rate in 4 years #ExchangeRates LatAm under influence of global financial market volatility, responded to it by controlling exchange rate volatility. #LessFood Foods Basket the most affected in the region with the lowest growth mainly in Colombia and Mexico (1) Source: IMF – 2013 Arg / br / CAM / Chi / COL

4 LATAM iN 10 CLIKS Click on each country to display or hide Insights
Back to the beginning LATAM iN 10 CLIKS Click on each country to display or hide Insights

5 MÉXICO CAM VENEZUELA ECUADOR COLOMBIA PERU BOLIVIA BRAZIL CHILE
MEXICO #SupermarketGoesDown in the last trimester, supermarkets are losing value #TraditionalTrade categories of high rotation are gaining importance in the traditional trade #LessLoyalConsumers in modern trade, specially in warehouses #GlobalSituationAffects we begin to see some features of the recessive environment in Q3 BOLIVIA #PracticalityIsTrend in clothes care basket and powder soap #Dosage in personal care basket #HealthyJuices entering to the Bolivian households #GovernmentalMeasures double year bonus announced creating uncertainty in the private sector MÉXICO CENTROAMÉRICA #SlightGrowInCAMBasket moderate growth in Basket in Central America, where the cluster of Personal Care is not recovered. #BeveragesContributesPositively Beverages cluster contributes to the basket growth in CAM, influenced mainly by juices, nectars and sodas #DairyPositiveContribute dairy cluster achieves growth mainly influenced by the category of powder milk CAM VENEZUELA VENEZUELA #AccumulatedInflation Already in September, they reached the estimate for 2013 #FewExistance the shortage of supplies persist in all categories #NewRules The government made official an additional 10% in the minimum wage since November 1st ECUADOR COLOMBIA ECUADOR #PersonalCareGrows 4 of 10 categories with the bigger penetration growth are from Personal Care basket, highlighting the recovery of creams, makeup and fragrances. #BasicProductsDevelopment Oils & butters, detergent and powder milk are the fastest growing categories in Volume. #NewBrandsOfSoftDrinks top brands like soft drinks and juices contract, but a new powder tea brand helps to stabilize the basket #BaseOfThePyramid&ModernTrade Lower SEL and supermarkets are the major contributors to market growth COLOMBIA #SpendingRecovery Without further impact, in the short term households reactivate its consumption #HighSELSpendMore High SEL are driving the development of spending without compensating the fall in low and middle SEL households #MoreHouseCleaning Beverages and food are still losing spend while home care is gaining frequency #PremiumConsumption Household spending in migrating to premium categories, generating a loss of basic consumer categories PERU BOLIVIA BRAZIL BRAZIL #PurchaseFrequencyFalling the chance of being chosen is dwinling #MediumClassSustainingConsumption In 2013 the C class that migrated from D / E continues consuming and driving purchase. #TraditionalTrade the channel that had lower volume and ticket before, now joins the big ones PERU #LowerConsumptionLevel Generated by less purchase trips #ModernTrade Housewives increasing their purchase frequency in this channel #HighSEL are maintaining the basket PENDIENTES: MÉXICO Y ECUADOR CHILE #LowerSEL drive the market higher spending from Q3.13 vs Q3.12 #HighSEL in the last 3 years, a decrease in spending and consumption is noticed in this SEL households #TraditionalTrade achieves development in recent years, increasing participation in the Chilean market CHILE ARGENTINA #ConsumptionGrows but stills being affected by the price increases. #DryFoods&Infusions Grows even when having the highest price increase. #TopBrands of each category are driving the basket #ProximityIsTheKey of the household’s consumption ARGENTINA With 1 click on the country you open the most significant insights, with another click you close them

6 VEN PER MEX ECU COL CHI CAM BOL BRA Back to the beginning
Back to Summary Latam BOL BRA ARG

7 VEN PER MEX ECU COL CHI CAM BOL ARG Back to the beginning BRA
Back to Summary Latam

8 VEN PER MEX ECU COL CHI CAM BRA ARG Back to the beginning BOL
Back to Summary Latam

9 VEN PER MEX ECU COL CHI BOL BRA ARG Back to the beginning CAM
Back to Summary Latam

10 VEN PER MEX ECU COL CAM BOL BRA ARG Back to the beginning CHI
Back to Summary Latam

11 VEN PER MEX ECU CHI CAM BOL BRA ARG Back to the beginning COL
Back to Summary Latam

12 VEN PER MEX COL CHI CAM BOL BRA ARG Back to the beginning ECU
Back to Summary Latam

13 VEN PER ECU COL CHI CAM BOL BRA ARG Back to the beginning MEX
Back to Summary Latam

14 VEN MEX ECU COL CHI CAM BOL BRA ARG Back to the beginning PER
Back to Summary Latam

15 PER MEX ECU COL CHI CAM BOL BRA ARG Back to the beginning VEN
Back to Summary Latam

16 Back to the beginning Q | KEY INDICATORS

17 Q1 2013 | KEY INDICATORS Back to the beginning
Actualizado: Colombia, Perú y Venezuela

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19 MAT Q3 2013 | SUMMARY ASIA Back to the beginning
#HighIncomeWarning Affluent shoppers the ones driving the slowdown of FMCG growth. This trend is seen in Korea, Thailand, Philippines and Saudi Arabia. #HealthyBeverages Functional drinks, RTD tea, 100% Fruit Juice, Sports Drink, Bird Nest…you name it. All healthy beverages with strong growth in the region. #NearbyOffline outlets outgrow Hypermarkets. Minimarkets and Convenience stores are the emerging channels (Vietnam, Thailand, Taiwan, Korea) % Value Change FMCG – MAT Q vs. Year ago Growth ≤ -0.5% -0.5% < Growth ≤ 5% Growth > 5%

20 ASIA IN 10 CLICKS Click on each country to display or hide Insights
Back to the beginning ASIA IN 10 CLICKS Click on each country to display or hide Insights

21 CHINA SOUTH KOREA INDIA VIETNAM TAIWAN THAILAND SAUDI ARABIA
#GrowthSlowdown Downward market with frequency & price drop. #ShrinkingHighIncome High income group is cutting their spending dramatically. #OnlineOrNearbyOffline Along with sustainable online growth, nearby offline channels such as supermarket & CVS & drugstore outgrow hypermarket. #Stabilization FMCG Value growth at 7.1%, first quarter since Q not experiencing a slower pace. #TopRetailer Sun-Art Group is the only key player to have seen significant growth this quarter reaching a share high of 8.3%. #PopCategory Functional drinks keep recruiting shoppers and enlarging basket size. #SlowGDP Q3 GDP performed under par, even previous strong restaurant sector is showing lukewarm performance, possibly affected by the tainted cooking oil incident. #GoodSport Sports drink market is seeing light again since the mid-2011 plasticizer debacle, much thanks to the increasing sport population in Taiwan. #Have a cuppa Instant coffee growing steadily, thanks to strong performance from Costco. #HighInflation has reached almost 7% in the latest month. #FMCG_slowdown continues in Q driven by Packaged Foods & Personal Care. #Small towns & Rural -earlier the growth engines- have also slowed down in terms of FMCG purchase. #GrowthUncertainty Though FMCG picks up slightly in recent months thanks to improved economic situation, market growth slow-down hasn’t bottomed out in the long run. #Hyper-SupermarketSlackens Growth slows to 1-digit for the first time ever as fewer shoppers switch to Hyper-Supermarkets and some even switch back. #EmergingChannels: Minimarkets and Convenience Stores are booming in the current years, reaching 1/5 of urban shoppers. #HomeCleanHome Household care products such as fabcons, bleaches, and scouring pads on an uptrend. Are households giving more importance to home care? #SnackingTime Cookies, wafers and cup cakes aggressively grew versus last year. #Sari-Sari Strong Despite expansion efforts of key retailers, nearly half of FMCG categories are still sourced from traditional trade. #FrequentShoppers Urban Thai households´ Shopping Frequency continue to rise with CVS and PVS increasing faster than other channels as Hypermarkets lose share. #BeveragingTheWay Beverage is growing strongly driven by a variety of categories such as RTD Tea, Sterilized Milk, Carbonated Soft Drinks and 100% Juice. #DecliningTrend Pure Soluble Coffee and Coffee Creamer continued to witness decline due to switching trend to 3in1. #Slowdown FMCG growth continues to slowdown over the years which is evident across all the sectors and especially dairy and food. #Drivers Even though slowdown was observed across all the SEC'S, it is predominantly driven by affluent class. #Fastest growing category Air Freshner and Condensed Milk are the categories with growing volumes. #DairyIsImportant  Dairy prices are increasing, but consumers are strong supporter of the dairy sector! #RememberMe Shoppers need to be reminded of the yummy peanut butter sandwich! #HealthierRayaDrinks? Not only applies to CSD & Isotonic Drinks during the festive season but seeing more households leaning towards healthier RTD Tea as festive alternative? #InflationSlowsDown Indonesia’s Inflation Slows to 8.4% in September, as pressure eased on prices for food, transportation, communications and financial services after the Idul Fitri. #StayAwake RTD Coffee is the new hero in Beverages market. Growth is increasing significantly in both consumption and buyer base. #ConvenientLife Indonesian Household is showing interest in Cup Noodle category. The buyer base is doubled versus last year. CHINA SOUTH KOREA INDIA VIETNAM TAIWAN THAILAND SAUDI ARABIA PHILIPPINES MALAYSIA By clicking on the country insights will display. Click again to hide. INDONESIA Details per country: click here

22 China ID IN KR MY PH KSA TH TW VN Back Homepage Back to Summary Asia
BASKET TRENDS – %Value Change MAT Q3´13 vs. YA MAT Q3.13 MAT Q3.12 MAT Q3.11 Hypermarket Work unit/ Gift / Free sample Supermarket/ CVS Grocery Wholesales Others %CHANGE FMCG BASKET PER SOCIAL ECONOMIC LEVEL TOP 10 RECRUITERS IN CHINA (by penetration points growth) Growth ≤ -0.5% -0.5% < Growth ≤ 5% Growth > 5% Source: MAT Q313 vs YA Category Penetration%

23 CN Indonesia IN KR MY PH KSA TH TW VN Back Homepage
Back to Summary Asia BASKET TRENDS – %Value Change MAT Q3.13 vs. YA MAT Q3.13 MAT Q3.12 Traditional Trade Minimarket Supermarket Hypermarket Others %CHANGE FMCG BASKET PER SOCIAL ECONOMIC LEVEL TOP 10 RECRUITERS IN INDONESIA (by penetration points growth) Growth ≤ -0.5% -0.5% < Growth ≤ 5% Growth > 5% Source: MAT Q313 vs YA Category Penetration%

24 CN ID India KR MY PH KSA TH TW VN Back Homepage Back to Summary Asia
BASKET TRENDS – %Value Change MAT Q3´13 vs. YA MAT Q3.13 MAT Q3.12 MAT Q3.11 Kirana/Paan-Beedi (Traditional) Supermarkets Chemist Network Marketing Others %CHANGE FMCG BASKET PER SOCIAL ECONOMIC LEVEL TOP 10 RECRUITERS IN INDIA (by penetration points growth) Growth ≤ -0.5% -0.5% < Growth ≤ 5% Growth > 5% Source: MAT Q313 vs YA Category Penetration%

25 CN ID IN South Korea MY PH KSA TH TW VN Back Homepage
Back to Summary Asia BASKET TRENDS – %Value Change MAT Q3´13 vs. YA MAT Q3.13 MAT Q3.12 MAT Q3.11 Hypermarket Supermarket Internet Mall Door to door M&Ps Department Store Traditional %CHANGE FMCG BASKET PER SOCIAL ECONOMIC LEVEL TOP 10 FMCG BRANDS IN SOUTH KOREA (by consumer reach points) Growth ≤ -0.5% -0.5% < Growth ≤ 5% Growth > 5% Source: MAT Q313 vs YA Category Penetration%

26 CN ID IN KR Malaysia PH KSA TH TW VN Back Homepage
Back to Summary Asia BASKET TRENDS – %Value Change MAT Q3´13 vs. YA MAT Q3.13 MAT Q3.12 MAT Q3.11 Supers Hypers Grocery & PVS Direct Sales Others %CHANGE FMCG BASKET PER SOCIAL ECONOMIC LEVEL TOP 10 RECRUITERS IN MALAYSIA (by penetration points growth) Growth ≤ -0.5% -0.5% < Growth ≤ 5% Growth > 5% Source: MAT Q313 vs YA Category Penetration%

27 CN ID IN KR MY KSA TH TW VN Philippines Back Homepage
Back to Summary Asia BASKET TRENDS – %Value Change MAT Q3´13 vs. YA MAT Q3.13 MAT Q3.12 MAT Q3.11 Sari-sari Stores Modern Trade Groceries Market Stalls Drug Others %CHANGE FMCG BASKET PER SOCIAL ECONOMIC LEVEL TOP 10 RECRUITERS IN PHILIPPINES (by penetration points growth) Growth ≤ -0.5% -0.5% < Growth ≤ 5% Growth > 5% Source: MAT Q313 vs YA Category Penetration%

28 CN ID IN KR MY PH TH TW VN Kingdom Saudi Arabia Back Homepage
Back to Summary Asia BASKET TRENDS – %Value Change MAT Q3.13 vs. YA MAT Q3.13 MAT Q3.12 MAT Q3.11 Hyper/Super Baqala Mini market Wholesale Pharmacy Others %CHANGE FMCG BASKET PER SOCIAL ECONOMIC LEVEL TOP RECRUITERS IN KSA (by penetration points growth) Growth ≤ -0.5% -0.5% < Growth ≤ 5% Growth > 5% Source: MAT Q313 vs YA Category Penetration%

29 CN ID IN KR MY PH KSA Thailand TW VN Back Homepage
Back to Summary Asia BASKET TRENDS – %Value Change MAT Q3´13 vs. YA MAT Q3.13 MAT Q3.12 MAT Q3.11 Grocery & Provision Hypermarket CVS Supermarket Direct Sales Others %CHANGE FMCG BASKET PER SOCIAL ECONOMIC LEVEL TOP 10 RECRUITERS IN THAILAND (by penetration points growth) Growth ≤ -0.5% -0.5% < Growth ≤ 5% Growth > 5% Source: MAT Q313 vs YA Category Penetration%

30 CN ID IN KR MY PH KSA TH Taiwan VN Back Homepage Back to Summary Asia
BASKET TRENDS – %Value Change MAT Q3´13 vs. YA MAT Q3.13 MAT Q3.12 MAT Q3.11 Hypermarkets Nat. Coop CVS Drug Stores Direct Sales Supermarkets Others %CHANGE FMCG BASKET PER SOCIAL ECONOMIC LEVEL TOP 10 FMCG RECRUITERS IN TAIWAN (by penetration point growth) Growth ≤ -0.5% -0.5% < Growth ≤ 5% Growth > 5% Source: MAT Q313 vs YA Category Penetration%

31 CN ID IN KR MY PH KSA TH TW Vietnam Back Homepage Back to Summary Asia
BASKET TRENDS – %Value Change MAT Q3´13 vs. YA URBAN 4 CITIES MAT Q3.13 MAT Q3.12 MAT Q3.11 Street Shops Modern Trade Wet Market Specialty Direct Sales Others Note: Data Urban 4 cities BASKET TRENDS – %Value Change MAT Q3´13 vs. YA RURAL TOP 10 RECRUITERS IN VIETNAM (by penetration points growth) Note: Data excluding gift Source: MAT Q313 vs YA Category Penetration%

32 ASIA | KEY INDICATORS 2013 Back Homepage Back to Summary Asia
Sources: IMF, National Bureau of Statistics of China, Trading economics, India Ministry of statistics & Programme Implementation, Central Statistic Bureau Indonesia, Bank of Korea, Statistics.gov.my, Department of Statistics Malaysia, Bank Negara Malaysia, National Statistical Coordination Board, NESDB, Bank of Thailand, General Statistics Office of Vietnam, Saudi Arabian Monetary Agency, Taiwan Department of Statistics, *Notice that each country FMCG includes all the categories tracked locally, which are not necessarily the same across Asia. In India, limited number of categories reported due to KWP not recording price)

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