1 1

YEAR 2012 | SUMMARY ASIA #GreenLightsAbound FMCG trend remains positive, with faster growth pace in China and Vietnam #E-commerceBoom online shopping for FMCG items becoming more popular across region, led by Korea #TwoSectors Beverages and Personal care the two baskets with growth above 5% in all countries #LocalRetailersUp Don´t underestimate local Supers & Hypers, they are developing fast! % Value Change FMCG – 2012 vs. 2011 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 INDIA TAIWAN VIETNAM THAILAND PHILIPPINES MALAYSIA #PositiveMacro China’s GDP growth forecast is 8.4%: continued urbanization and increase in household income will be the key driving factors. #LocalPlayers FMCG growth slowdown in China halted in Q4 2012 as local retailers continue to outperform international competitors. #GetReadyGetOnline The penetration of E-commerce increased from 18% to 25% during 2012. #FastestGrowth Emart -one of the top 3 retailers in Korea- recorded +10.3% growth rate. #BoomingChannel E-commerce in Korea is one of the fastest-growing in the world, +35.2% growth was enjoyed by online retailers. #TopRecruiters Cheese and water categories recruited the largest number of buyers in 2012. #TopRecruiters Carbonated soft drinks recruited 8,6 Mln additional shoppers, and toothbrush 5,3 Mln, the two categories expanding its clientele base the most. #Forecasts RBI (the central bank of India) revised GDP growth projection for 2013, cutting down from initial forecast of 6.5 to 5.5%. #SpotTheGrowth FMCG continues to grow and is largely driven by smaller towns. Metros & Rural witness slowdown in growth. #GrowingBasket +15% value growth in urban areas, Vietnam continues to be one of the fastest growing markets in Asia. #HealthComesFirst Healthy food & drinks are in favour. Soya Milk, Yoghurt, Tonic Food Drinks and Energy Drinks among the top growing categories #HomeSweetHome Home Care enjoys fast growth in Urban and develops exceptionally well at +21% in Rural Vietnam. #AcceleratedGrowth Taiwan’s GDP is expected to expand from 1.25 to 3.25% in 2013. #StarPerformers FMCG grew by 9.2% in 2012 thanks to healthy food supplements, facial care & oral care. #Click&Buy E-commerce holds 3% share in FMCG, with 20% growth and attracting 30% households. #EconomyOnElections GDP continues to grow and in a year of national elections is expected to surge again by 6-7% #RiseOfTheRetailers Provision stores concentrate majority of FMCG spending, but efforts of top retailer accounts have been effective - They grew faster than the rest #HigherSpending DE Shoppers are increasing their FMCG consumption by 6.3%, the highest rate among all SECs #PositiveBackground Thailand's GDP in 2013 is expected to grow at around 5% on the back of a 10% growth in exports. #TopRisers FMCG's value growth driven by Milk increased expenditure. Non-Carbonated drinks have gained the most HHs (+4.3 penetration pts.) in 2012. #KeepAnEye 7-Eleven experienced strong year-on-year growth. #BaseOfDiamond Wealthier Malaysians however lower income households continue to grow double digit in spending. #MindTheLocals Growth of local chained Supermarkets have impacted Hypermarket growth. #MilkyWay Dairy products continues to contribute to FMCG growth. CHINA SOUTH KOREA INDIA VIETNAM TAIWAN THAILAND PHILIPPINES MALAYSIA By clicking on the country most significant insights will display. Click again to hide.

China IN KR MY PH TH TW VN Back to Summary Asia Strong FMCG growth, 13,5% in Value and 5,1% in Volume. Beverage increase driven by spirits, tea, coffee, beer, wine and juices; while CSD and RTD tea face volume contraction due to less shopping trips

VN TW TH PH MY KR Back to Summary Asia India CN

VN TW TH PH MY Back to Summary Asia Korea IN CN

VN TW TH PH Malaysia Back to Summary Asia KR IN CN

VN TW TH Philippines Back to Summary Asia MY KR IN CN

VN TW Thailand Back to Summary Asia PH MY KR IN CN

VN Taiwan Back to Summary Asia TH PH MY KR IN CN

Vietnam Back to Summary Asia TW TH PH MY KR IN CN

13 13