Click on each region Emerging Markets / Q2 1 1.

Click on each region Emerging Markets / Q2 1 1

Back to the beginning Q2 2013 2 2

Q2 2013 | SUMMARY LATAM Back to the beginning
#ConsumptionRecovery After a difficult first quarter, a more positive Q2 for FMCG, except for Bolivia, Mexico and Peru #HomeSweetHome Home Care basket is the one with best performance in the region #LatamGrowsLessButStable Latam growth projection lowered to 3%¹ in July vs. the 3.5% reported in April. USA continues to recover and Europe is still struggling. (1) Source: IMF – July 2013 % Value Change FMCG – MAT Q vs. Year ago Growth ≤ -0,5% -0,5% < Growth ≤ 5% Growth > 5% (1) In some countries this basket is not measured separately from food and beverage, it was built for CI LatAm. (2) Volume Variations calculated in units

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

MÉXICO CAM VENEZUELA ECUADOR COLOMBIA PERU BOLIVIA BRAZIL CHILE
#EconomicGrowth lower than expected #HomeSweetHome Home Care - basket most affected by inflation # SpendLess Households decrease their expenditure on Traditional Trade BOLIVIA #MediumSEL increase growth in value #GotMilk? Powdered Milk Consumption is strengthened #ModernStrengthens Modern Trades are the largest growing MÉXICO CENTROAMÉRICA #T.FMCGkeepsGrowing at a slower rate versus the previous year, Guatemala and Panama are the countries with the highest growth #2GrowignBaskets Beverages & Dairy Products grow in this period. Personal Care categories contract, but with short-term recovery #Modern&TraditionalinTheSameRhythm Costa Rica & Nicaragua grows the importance of Modern Trade, while in other countries Traditional grows CAM VENEZUELA VENEZUELA # MacroScenario Inflation and shortages reached levels never seen before - 6.1% and 21.3%, respectively #CurrencyDevaluation brought changes in shopping habits of households. During the first half consumers stopped purchasing, on average, 57 units ECUADOR COLOMBIA ECUADOR #HouseholdsPayMore Market growth as households increasingly visit the POS and pay more for the same amount of units #SophisticatedProductsDevelopment Pasta, especially instant ones, drive growth of Average Consumption & Expenditure #ModernTradeDevelopmentContinues Supermarkets drive development, there are fewer households buying in stores and Self Services PERU COLOMBIA #PersonalBasket Personal Care basket gets all the expenditure! More consumption results in a more spaced repurchase of Foods and Beverages baskets #AtlanticRegion Households stop consuming the basic basket spending more on added value categories #AmoreCriticalShopper Households are not very happy with the new format of Cencosud and migrate to Éxito, Minimarkets and Independent BOLIVIA BRAZIL BRAZIL #PositiveProtests Brazilians are optimistic about the protests that happened in the country #LowerLevelsMorePremium Lower SEL directs consumption to non-basic products #TradesTakingUpPositions Multichannel and Cross Channel Shopper mixing physical and virtual stores PERU #SlowConsumptionLevel Generated by a lower household purchase occasion #LookingGood Personal care basket with the best performance in Q2'13 #ModernTrade increasing the base of buying households CHILE #ModernTrade Wal-Mart stops growing, especially in the Dairy basket #PrivateLabels continue to grow but at a slower pace, in fact, they shrink their importance in Home Care #EfficientPurchases does not stop, shopping trips fall by 4.4% but the ticket grows by 3.6% CHILE ARGENTINA #Positive1stSemesterForFMCGbasket Vol. var. +2,6%, which all NSE increased its consumption #TrendOfMoreSpaced&LargerPurchasesRemains All baskets contribute to growth, except beverages #TipsForProximityMarkets Payment facilities and similar expenditure to supermarkets. The focus will be to increase the frequency ARGENTINA With 1 click on the country you open the most significant insights, with another click you close them

BRA BOL CAM CHI COL ECU MEX PER VEN ARG Back to Summary Latam
Back to the beginning BASKET TRENDS – %Value Change MAT Q2´13 vs. YA MAT Q2.13 MAT Q2.12 MAT Q2.11 Modern Traditional D2D Others SEL – VOL VARIATIONS TOP 10 RECRUITERS IN ARGENTINA (by penetration points growth) Growth ≤ -0,5% -0,5% < Growth ≤ 5% Growth > 5% Source: MAT Q213 vs YA Category Penetration%

ARG BOL CAM CHI COL ECU MEX PER VEN BRA Back to Summary Latam
Back to the beginning BASKET TRENDS – %Value Change MAT Q2´13 vs. YA MAT Q2.13 MAT Q2.12 MAT Q2.11 * Basket specially built for CI LatAm; Brazil typically measures Dairy within Foods and Beverages Modern Traditional D2D Others SEL – VOL VARIATIONS TOP 10 RECRUITERS IN BRAZIL (by penetration points growth) Growth ≤ -0,5% -0,5% < Growth ≤ 5% Growth > 5% 0% < Crecimiento < 5% Source: MAT Q213 vs YA Category Penetration%

ARG BRA CAM CHI COL ECU MEX PER VEN BOL Back to Summary Latam
Back to the beginning BASKET TRENDS – %Value Change MAT Q2´13 vs. YA MAT Q2.13 MAT Q2.12 MAT Q2.11 * Basket specially built for CI LatAm; Brazil typically measures Dairy within Foods and Beverages Modern Traditional D2D Others SEL – VOL VARIATIONS TOP 10 RECRUITERS IN BOLIVIA (by penetration points growth) Growth ≤ -0,5% -0,5% < Growth ≤ 5% Growth > 5% Source: MAT Q213 vs YA Category Penetration%

ARG BRA BOL CHI COL ECU MEX PER VEN CAM Back to Summary Latam
Back to the beginning BASKET TRENDS – %Value Change MAT Q2´13 vs. YA MAT Q2.13 MAT Q2.12 MAT Q2.11 Modern Traditional D2D Others SEL – VOL VARIATIONS TOP 10 RECRUITERS IN CAM (by penetration points growth) Growth ≤ -0,5% -0,5% < Growth ≤ 5% Growth > 5% % Source: MAT Q213 vs YA Category Penetration%

ARG BRA BOL CAM COL ECU MEX PER VEN CHI Back to Summary Latam
Back to the beginning BASKET TRENDS – %Value Change MAT Q2´13 vs. YA MAT Q2.13 MAT Q2.12 MAT Q2.11 Modern Traditional D2D Others SEL – VOL VARIATIONS TOP 10 RECRUITERS IN CHILE (by penetration points growth) Growth ≤ -0,5% -0,5% < Growth ≤ 5% Growth > 5% 0% Source: MAT Q213 vs YA Category Penetration%

ARG BRA BOL CAM CHI ECU MEX PER VEN COL Back to Summary Latam
Back to the beginning BASKET TRENDS – %Value Change MAT Q2´13 vs. YA MAT Q2.13 MAT Q2.12 MAT Q2.11 * Basket specially built for CI LatAm; Brazil typically measures Dairy within Foods and Beverages Modern Traditional D2D Others SEL – VOL VARIATIONS TOP 10 RECRUITERS IN COLOMBIA (by penetration points growth) Growth ≤ -0,5% -0,5% < Growth ≤ 5% Growth > 5% Source: MAT Q213 vs YA Category Penetration%

ARG BRA BOL CAM CHI COL MEX PER VEN ECU Back to Summary Latam
Back to the beginning BASKET TRENDS – %Value Change MAT Q2´13 vs. YA MAT Q2.13 MAT Q2.12 MAT Q2.11 Modern Traditional D2D Others SEL – VOL VARIATIONS TOP 10 RECRUITERS IN ECUADOR (by penetration points growth) Growth ≤ -0,5% -0,5% < Growth ≤ 5% Growth > 5% 0% Source: MAT Q213 vs YA Category Penetration%

ARG BRA BOL CAM CHI COL ECU PER VEN MEX Back to Summary Latam
Back to the beginning BASKET TRENDS - VAL Q2.13 vs. Q2.12 MAT Q2.13 MAT Q2.12 MAT Q2.11 Modern Traditional D2D Others SEL – VOL VARIATIONS TOP 10 RECRUITERS IN MEXICO (by penetration points growth) Growth ≤ -0,5% -0,5% < Growth ≤ 5% Growth > 5% 0% Source: MAT Q213 vs YA Category Penetration%

ARG BRA BOL CAM CHI COL ECU MEX VEN PER Back to Summary Latam
Back to the beginning BASKET TRENDS - VAL Q2.13 vs. Q2.12 MAT Q2.13 MAT Q2.12 MAT Q2.11 * Basket specially built for CI LatAm; Brazil typically measures Dairy within Foods and Beverages Modern Traditional D2D Others SEL – VOL VARIATIONS TOP 10 RECRUITERS IN PERU (by penetration points growth) Growth ≤ -0,5% -0,5% < Growth ≤ 5% Growth > 5% Source: MAT Q213 vs YA Category Penetration%

ARG BRA BOL CAM CHI COL ECU MEX PER VEN Back to Summary Latam
Back to the beginning BASKET TRENDS - VAL Q2.13 vs. Q2.12 MAT Q2.13 MAT Q2.12 MAT Q2.11 Modern Traditional D2D Others SEL – VOL VARIATIONS TOP 10 RECRUITERS IN VENEZUELA (by penetration points growth) Growth ≤ -0,5% -0,5% < Growth ≤ 5% Growth > 5% 0% Source: MAT Q213 vs YA Category Penetration%

Q1 2013 | KEY INDICATORS Back to the beginning ARG BRA BOL CAM CHI
(1) Source: IMF (2) Source: IPC Congreso (3) Source: INDEC (1) Source: IBGE (2) Source: IPC-A BOL (1) Source: Banco Central de Bolivia (2) Source: Ministerio de Trabajo CAM CHI (1) Source: IMF (2) Source: Banco Central de cada país (3) Source: Instituto de estadísticas de cada país (average of the 6 countries) (1) Source: Banco Central Chile (2) Source: INE

Q1 2013 | KEY INDICATORS Back to the beginning COL ECU MEX PER VEN
(1) Source: Banco de la Republica (2) Source: DANE Colombia (1) Source: Banco Central del Ecuador MEX (1) Source: INEGI PER VEN (1) Source: BCR (2) Source: IMF (1) Source: Banco Central de Venezuela (2) Source: INE

Back to the beginning 18 18

MAT Q2`13 | SUMMARY ASIA Back to the beginning
#Slowdown Although still growing, FMCG faces a slowdown in most countries #FromHyperToMini Hypermarkets have lost share in past two years in Taiwan, Thailand, Saudi, Malaysia, Korea where Minimarkets, CVS or e-commerce (Korea) gained ground #TopRecruiters Dairy categories (yogurts, milk, cheese), ice cream, RTD tea, cereals, deodorant and wet tissues expanding consumer base across Asia % Value Change FMCG – MAT Q 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
Back to the beginning ASIA IN 10 CLICKS Click on each country to display or hide Insights

CHINA SOUTH KOREA INDIA VIETNAM TAIWAN THAILAND SAUDI ARABIA
#DownTrade Total FMCG market growth became lower as avg. price went down #StrongOnline Online market keeps growing with category expansion #UsageExpansion Baby wet tissue is gaining more buyers rapidly with larger basket, thanks to expanding usage of those without kids #Slowdown FMCG Value growth in Q2´13 reported 7.1%, the lowest quarter-on-quarter growth in the last 2 years #TopRetailer Sun-Art Group had seen yet another quarter of growth further extending its lead over the second largest group and reached 8.4% value share #DoubleDigitGrowthProvinces Henan, Anhui and Fujian delivered double digit growth and withstood the recent slowdown within FMCG #Slowdown Despite MAT growth at 9.6%, FMCG slowdown is observed compare to Q1 with flat economic performance & CCI starting to take its toll #SureWinner Despite a slow market, entry into Costco is practically a sure ticket to success, with brands entering all performing strong #FreezeThyAge Anti-aging skincare remain a strong sector amongst a flat beauty market, with >35 y.o driving the performance #IFMCG slowdown Slowdown witnessed in the FMCG sector. Much more severe in Q2 2013, mainly driven by staples which is almost flat.. #TheGrowthEngine Lower SECs & rural also take a hit now #Reallocating FMCG moving at a slow pace despite strong economy as homes appear to be reallocating to non-necessities #StayHealthy Yoghurt growing the fastest as players become aggressive #Modernization Hyper-supermarkets continue to gain ground as key retailers continue to expand #FMCGSlowDown: FMCG growth continues to slow down in both Urban and Rural #ConvenienceOptions: Instant Coffee and Rice Soup are leading in terms of value growth and number of new buyers #HomeCleanHome: Bathroom Cleaner, Liquid Detergent and Floor Cleaner are expanding extremely fast #Modern Trade expansion 10,000 more outlets compared to 15 years ago. Store expansion in the small format and virtual store are expected. 7-Eleven is the leader in this movement #Drink Up Beverage is expanding driven by RTD Tea which recorded the largest penetration growth in FMCG through heavy promotions. #Slowdown FMCG value growth momentum in Q2’13 slowed down from 9.5% to 5.7% due to GDP growth cut down resulting in reduced number of categories per trip. #ImpactedCategory Dairy ,Food and Personal Care are the sectors which got hit the most due to this slowdown #PriceImpact Drop in volume for Biscuits, Hair Removal and Disinfectants due to price increase #CreateTheNeed Building product relevance to cater consumers' needs brings shopper back into mouth rinse! #RememberMe Shoppers needs to be reminded of the yummy peanut butter sandwich! #AlwaysOnTheGo? RTD Tea does play a part in the in-home community, not just on-the-go beverage. #InflationDoubleHit Inflation accelerated to 5.9% in June as a hike in subsidized fuel prices and a seasonal increase in food prices during the Muslim fasting month #SegmentHeroes Beverages segment grows by two digits driven by RTD Tea, RTD Juice, and RTD Coffee #ChannelTrend Two biggest minimarket lead the other Key Accounts by reported 6.5% share in Total Trade Channel share 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

China ID IN KR MY PH KSA TH TW VN Back Homepage Back to Summary Asia
BASKET TRENDS – %Value Change MAT Q2´13 vs. YA MAT Q2.13 MAT Q2.12 MAT Q2.11 Work unit/ Gift / Free sample Hypermarket Supermarket/ CVS Grocery Wholesaler 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 Q213 vs YA Category Penetration%

CN Indonesia IN KR MY PH KSA TH TW VN Back Homepage
Back to Summary Asia BASKET TRENDS – %Value Change MAT Q2.13 vs. YA MAT Q2.13 MAT Q2.12 Hypermarket Supermarket Minimarket Traditional Trade 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 Q213 vs YA Category Penetration%

CN ID India KR MY PH KSA TH TW VN Back Homepage Back to Summary Asia
BASKET TRENDS – %Value Change MAT Q2´13 vs. YA MAT Q2.13 MAT Q2.12 MAT Q2.11 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 Q213 vs YA Category Penetration%

CN ID IN South Korea MY PH KSA TH TW VN Back Homepage
Back to Summary Asia BASKET TRENDS – %Value Change MAT Q2´13 vs. YA MAT Q2.13 MAT Q2.12 MAT Q2.11 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: MAT Q213 vs YA Category Penetration%

CN ID IN KR Malaysia PH KSA TH TW VN Back Homepage
Back to Summary Asia BASKET TRENDS – %Value Change MAT Q2´13 vs. YA MAT Q2.13 MAT Q2.12 MAT Q2.11 Hypers Supers 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 Q213 vs YA Category Penetration%

CN ID IN KR MY KSA TH TW VN Philippines Back Homepage
Back to Summary Asia BASKET TRENDS – %Value Change MAT Q2´13 vs. YA MAT Q2.13 MAT Q2.12 MAT Q2.11 Sari-sari Stores Modern Trade Groceries Market Stalls Drug Stores 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 Q213 vs YA Category Penetration%

CN ID IN KR MY PH TH TW VN Kingdom Saudi Arabia Back to Summary Asia
Back Homepage BASKET TRENDS – %Value Change MAT Q2.13 vs. YA MAT Q2.13 MAT Q1.13 MAT Q2.12 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 Q213 vs YA Category Penetration%

CN ID IN KR MY PH KSA Thailand TW VN Back to Summary Asia
Back Homepage BASKET TRENDS – %Value Change MAT Q2´13 vs. YA MAT Q2.13 MAT Q2.12 MAT Q2.11 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 Q213 vs YA Category Penetration%

CN ID IN KR MY PH KSA TH Taiwan VN Back to Summary Asia Back Homepage
BASKET TRENDS – %Value Change MAT Q2´13 vs. YA MAT Q2.13 MAT Q2.12 MAT Q2.11 Hypermarkets Nat. Coop CVS Drug Stores Supermarkets Direct Sales 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 Q213 vs YA Category Penetration%

CN ID IN KR MY PH KSA TH TW Vietnam Back to Summary Asia Back Homepage
BASKET TRENDS – %Value Change MAT Q2´13 vs. YA URBAN 4 CITIES MAT Q2.13 MAT Q2.12 MAT Q2.11 Street Shops Wet Market Modern Trade Specialty Direct Sales Others Note: Data Urban 4 cities BASKET TRENDS – %Value Change MAT Q2´13 vs. YA RURAL TOP 10 RECRUITERS IN VIETNAM (by penetration points growth) Note: Data excluding gift Source: MAT Q213 vs YA Category Penetration%

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, National Statistical Coordination Board, NESDB, Bank of Thailand, General Statistics Office of Vietnam, Saudi Arabian Monetary Agency, Taiwan Department of Statistics ,

Click on each region Emerging Markets / Q2 1 1.

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Click on each region Emerging Markets / Q2 1 1.

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