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YEAR 2012 | SUMMARY ASIA #SpendingSlowdown Although still growing, FMCG faces a slowdown in most countries; inflation eases too. #InclusiveGrowth Pattern of growth displays a faster pace for low income households. Inclusiveness should be seen as an essential ingredient of any successful growth strategy. #EmergingChannels CVS in Thailand and Taiwan, e-commerce in China and South Korea. #Top10Asia Most chosen consumer brands in Asia are Colgate, Lifebuoy, Nescafé, Pantene, Lux, Surf, Maggi, Pepsodent, Tide and Ajinomoto according to Brand Footprint 2013 ranking. % Value Change FMCG – MAT Q1 2013 vs. Year ago Growth ≤ -0.5% -0.5% < Growth ≤ 5% Growth > 5%

ASIA IN 10 CLICKS Click on each country to display or hide Insights

CHINA SOUTH KOREA SAUDI ARABIA INDIA TAIWAN VIETNAM PHILIPPINES #ConsumptionSlowDown FMCG value growth in Q1´13 desaccelerated from 14.7% to 8.4% versus last year. #TopRetailer RT-Mart grew its lead over Wal-Mart Group, reported 6.9% share of total modern trade. #RisingChannel E-commerce continues growing in Q1, particularly in key cities (Beijing, Shanghai, Guangzhou, Chengdu) reaching 3.4% FMCG share. #TheNewModernTrade nowadays is defined as online versus offline #FreshInsights Internet sales gaining competitive edge with fresh foods. #BoP Low income households´FMCG consumption at low pace of growth #InflationIsDown Drop through Q1`13 and stands at 4.9%. #SlowerPace Spending on packaged goods witnesses a soft slow down, mainly in Personal Care and Beverages. #TheGrowthEngine Small towns & rural drive FMCG growth. #RiseinMarch CPI contributed to the strong FMCG value growth in Q1. #OrganicChoices increase of green products for categories including detergent & oral care. #RetailerFierceCompetition with Hyper sandwiched between PX & CVS, struggling to fight their unique offerings. #EasedPricePressure Inflation is down as domestic consumption struggled to rebound. #FMCGSlowDown Despite the steady two-digit growth, Vietnam FMCG market shows signals of a slow-down in long term. #TetSpendingSpree Beverages and Confectionery are the favoured sectors during the Lunar New Year season. #BiggerBeverage Beverage gains faster among FMCG segments. #StillTraditional Traditional trade captures majority of FMCG expenditure. #InclusiveGrowth Class E continues to expand consumption by 11.7%...an effect of the elections? #ConsumerConfidenceUp Improvement of consumption, investment, exports and tourism plus a new minimum wage that helps increase purchasing power. #TopRisers Warmer weather help categories boost: RTD Tea, Tea and Ice-cream. #ChannelShift CVS store openings from 7-Eleven and Tesco Express and new CVS chain Max Value affecting Hypers and Supers. #SpendingSpree FMCG grows 13% in volume and 17% in value. Shoppers spending more, buying more often, larger baskets. #BaseOfTheDiamond Low income households spending 25% more than last year. #BeautyMatters Personal care impressive growth (22%) year after year. #FunctionVsFragrance Powder & Liquid Detergent both have distinctive traits that drives growth amongst ethnic groups. #LookingSharp Grooming products of Deodorant, Face Moisturiser, Mouth Rinse are on the rise! #ItsCNYTradition Chinese Households lean towards their Traditional Asian Drinks for CNY Celebration. CHINA SOUTH KOREA SAUDI ARABIA INDIA TAIWAN VIETNAM PHILIPPINES THAILAND #Slowdown FMCG grows 6% compared to 12% one year ago. Food sector drive the slower pace. #MiddleClass evident transition from bulk shopping to smaller trip size. #HealthierOptions Breakfast Cereals and Juices are the fastest growing categories in KSA MALAYSIA INDONESIA By clicking on the country most significant insights will display. Click again to hide.

China ID IN KR MY PH KSA TH TW VN Back to Summary Asia BASKET TRENDS – %Value Change MAT Q1.13 vs. YA MAT Q1.13 MAT Q1.12 MAT Q1.11 Work unit/ Gift / Free sample Hypermarket Supermarket/ CVS Grocery Wholesaler Others %CHANGE FMCG BASKET PER SOCIAL ECONOMIC LEVEL TOP 10 FMCG BRANDS IN CHINA (by consumer reach points) Growth ≤ -0.5% -0.5% < Growth ≤ 5% Growth > 5% Source: Brand Footprint Ranking 2013

CN Indonesia IN KR MY PH KSA TH TW VN Back to Summary Asia BASKET TRENDS – %Value Change MAT Q1´13 vs. YA MAT Q1.13 MAT Q1.12 Traditional Trade Minimarket Hyper+Super Others Modern Trade %CHANGE FMCG BASKET PER SOCIAL ECONOMIC LEVEL TOP 10 FMCG BRANDS IN INDONESIA (by consumer reach points) Growth ≤ -0.5% -0.5% < Growth ≤ 5% Growth > 5% NB: Two years data available in Indonesia Source: Brand Footprint Ranking 2013

CN ID India KR MY PH KSA TH TW VN Back to Summary Asia BASKET TRENDS – %Value Change MAT Q1´13 vs. YA MAT Q1.13 MAT Q1.12 MAT Q1.11 Kirana/Paan-Beedi (Traditional) Supermarkets Chemist Network Marketing Others %CHANGE FMCG BASKET PER SOCIAL ECONOMIC LEVEL TOP 10 FMCG BRANDS IN INDIA (by consumer reach points) Growth ≤ -0.5% -0.5% < Growth ≤ 5% Growth > 5% Source: Brand Footprint Ranking 2013

CN ID IN South Korea MY PH KSA TH TW VN Back to Summary Asia BASKET TRENDS – %Value Change MAT Q1´13 vs. YA MAT Q1.13 MAT Q1.12 MAT Q1.11 Hypermarket Supermarket Internet mall Door to door M&Ps Department Store Others %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: Brand Footprint Ranking 2013

Kim please provide these figures CN ID IN KR Malaysia PH KSA TH TW VN Back to Summary Asia BASKET TRENDS – %Value Change MAT Q1´13 vs. YA MAT Q1.13 MAT Q1.12 MAT Q1.11 Kim please provide these figures Supers Hypers Grocery & PVS Direct Sales Others %CHANGE FMCG BASKET PER SOCIAL ECONOMIC LEVEL TOP 10 FMCG BRANDS IN MALAYSIA (by consumer reach points) Growth ≤ -0.5% -0.5% < Growth ≤ 5% Growth > 5% Source: Brand Footprint Ranking 2013

CN ID IN KR MY KSA TH TW VN Philippines Back to Summary Asia BASKET TRENDS – %Value Change MAT Q1´13 vs. YA MAT Q1.13 MAT Q1.12 MAT Q1.11 Sari-sari Stores Modern Trade Groceries Market Stalls Drug Stores Others %CHANGE FMCG BASKET PER SOCIAL ECONOMIC LEVEL TOP 10 FMCG BRANDS IN PHILIPPINES (by consumer reach points) Growth ≤ -0.5% -0.5% < Growth ≤ 5% Growth > 5% Source: Brand Footprint Ranking 2013

CN ID IN KR MY PH TH TW VN Kingdom Saudi Arabia Back to Summary Asia BASKET TRENDS – %Value Change MAT Q1´13 vs. YA MAT Q1.13 MAT Q1.12 MAT Q1.11 Hyper/Super Baqala Mini market Wholesale Pharmacy Others %CHANGE FMCG BASKET PER SOCIAL ECONOMIC LEVEL TOP 10 FMCG BRANDS IN SAUDI ARABIA (by consumer reach points) Growth ≤ -0.5% -0.5% < Growth ≤ 5% Growth > 5% Source: Brand Footprint Ranking 2013

CN ID IN KR MY PH KSA Thailand TW VN Back to Summary Asia BASKET TRENDS – %Value Change MAT Q1´13 vs. YA MAT Q1.13 MAT Q1.12 MAT Q1.11 Grocery & Provision Hypermarket CVS Supermarket Direct Sales Others %CHANGE FMCG BASKET PER SOCIAL ECONOMIC LEVEL TOP 10 FMCG BRANDS IN THAILAND (by consumer reach points) Growth ≤ -0.5% -0.5% < Growth ≤ 5% Growth > 5% Source: Brand Footprint Ranking 2013

CN ID IN KR MY PH KSA TH Taiwan VN Back to Summary Asia BASKET TRENDS – %Value Change MAT Q1´13 vs. YA MAT Q1.13 MAT Q1.12 MAT Q1.11 Hypermarkets Nat. Coop CVS Drug Stores Supermarkets Direct Sales Others %CHANGE FMCG BASKET PER SOCIAL ECONOMIC LEVEL TOP 10 FMCG BRANDS IN TAIWAN (by consumer reach points) Growth ≤ -0.5% -0.5% < Growth ≤ 5% Growth > 5% Source: Brand Footprint Ranking 2013

CN ID IN KR MY PH KSA TH TW Vietnam Back to Summary Asia BASKET TRENDS – %Value Change MAT Q1´13 vs. YA URBAN 4 CITIES MAT Q1.13 MAT Q1.12 MAT Q1.11 Street Shops Wet Market Modern Trade Direct Sales Specialty Others Note: Data Urban 4 cities TOP 10 FMCG BRANDS IN VIETNAM (by consumer reach points) BASKET TRENDS – %Value Change MAT Q1´13 vs. YA RURAL Note: Data excluding gift Source: Brand Footprint Ranking 2013

ASIA | KEY INDICATORS 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, www.nscb.gov.ph, National Statistical Coordination Board, NESDB, Bank of Thailand, General Statistics Office of Vietnam

CHANNEL DEFINITIONS Hypermarkets Large-scale grocery store that sells a wide variety of grocery items, fashion and durables goods. Self-service with more than 12 checkouts (cashiers) Supermarkets Grocery stores selling large selection of foods, toiletries and household goods - but not usually fashion and durables. Includes Supermarkets located in a department store Grocery & PVS Includes Chinese Medical Hall, Mini markets, Local Provision Shops of small/large independent sundry shops Direct Sales Purchase not made "in-stores" but through mail/phone/internet order, direct selling agent/dealer Others Includes Convenience Stores, Department Stores, Drug, Beauty & Pharmacy and Others

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