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2. Q3 2013 Back to the beginning Back to the beginning

3. Q3 2013 | SUMMARY LATAM Back to the beginning 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

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

5. CHILE ARGENTINA BRAZIL BOLIVIA PERU ECUADOR VENEZUELA COLOMBIA MEXICO CAM 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 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 With 1 click on the country you open the most significant insights, with another click you close them CHILE #LowerSEL drive the market higher spend from Q3.13 vs Q3.12 #HighSEL in the last 3 years, a decrease in spend and consumption is noticed in this SEL households #TraditionalTrade achieves development in recent years, increasing participation in the Chilean market PERU #LowerConsumptionLevel Generated by less purchase trips #ModernTrade Housewives increasing their purchase frequency in this channel #HighSEL are maintaining the basket BRAZIL #PurchaseFrequencyFalling the chance of being chosen is dwindling #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 COLOMBIA #SpendingRecovery Without further impact, in the short term households reactivate its consumption #HighSELSpendMore High SEL are driving the development of spend 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 spend is migrating to premium categories, generating a loss of basic consumer categories VENEZUELA #AccumulatedInflation Already in September, they reached the estimated 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 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 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 powdered tea brand helps to stabilize the basket #BaseOfThePyramid&ModernTrade Lower SEL and supermarkets are the major contributors to market growth CENTROAMERICA #SlightGrowthInCAMBasket 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 powdered milk

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

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

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

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

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

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

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

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

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

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

16. Q1 2013 | KEY INDICATORS Back to the beginning Back to the beginning

17. Q1 2013 | KEY INDICATORS Back to the beginning Back to the beginning

19. MAT Q3 2013 | SUMMARY ASIA Growth ≤ -0.5%-0.5% < Growth ≤ 5%Growth > 5% Back to the beginning 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 Q3 2013 vs. Year ago

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

21. By clicking on the country insights will display. Click again to hide. CHINA PHILIPPINES TAIWAN SAUDI ARABIA Details per country: click here INDONESIA VIETNAM THAILAND MALAYSIA SOUTH KOREA INDIA #Stabilization FMCG Value growth at 7.1%, first quarter since Q2 2012 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. #HighInflation has reached almost 7% in the latest month. #FMCG_slowdown continues in Q3 2013 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. #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. #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. #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. #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. #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. #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. #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?

22. VN TW TH KSA PH MY KR Back to Summary Asia IN ID China Back Homepage

23. VN TW TH KSA PH MY KR IN CN Indonesia Back to Summary Asia Back Homepage

24. ID CN VN TW TH KSA PH MY KR India Back to Summary Asia Back Homepage

25. IN ID CN VN TW TH KSA PH MY South Korea South Korea Back to Summary Asia Back Homepage

26. KR IN ID CN VN TW TH KSA PH Malaysia Back to Summary Asia Back Homepage

27. MY KR IN ID CN VN TW TH KSA Back to Summary Asia Back Homepage Philippines

28. PH MY KR IN ID CN VN TW TH Kingdom Saudi Arabia Kingdom Saudi Arabia Back to Summary Asia Back Homepage

29. KSA PH MY KR IN ID CN VN TW Thailand Back to Summary Asia Back Homepage

30. TH KSA PH MY KR IN ID CN VN Taiwan Back to Summary Asia Back Homepage

31. TW TH KSA PH MY KR IN ID CN Vietnam Back to Summary Asia Back Homepage

32. 32 ASIA | KEY INDICATORS 2013 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, Saudi Arabian Monetary Agency, Taiwan Department of Statistics, www.imf.org *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) Back to Summary Asia Back Homepage