retail industry overview - vietnam
TRANSCRIPT
WELCOME TO VIETNAM!
RETAIL INDUSTRY OVERVIEW -
VIETNAM
WHAT MAKE HEADLINES?
THERE IS SUCH A THING AS A FREE LUNCH!
ONLINE RETAILERS ADAPT TO A CASH-DOMINATED
SOCIETY…
VIETNAM’S VERY OWN SMART PHONE
7-ELEVEN PLANS 1000 STORES WITHIN 10 YEARS
PIONEERING IN M-COMMERCE
2009 2010 2011 2012 2013 2014
Retailing 782.4 951.0 1,176.8 1,344.3 1,540.0 1,751.5
Non-store Retailing 3.0 4.5 7.3 10.6 13.9 17.9
Store-based Retailing 779.4 946.5 1,169.5 1,333.7 1,526.2 1,733.7
0
500
1000
1500
2000
2500
3000
3500
4000
MARKET SNAPSHOT VND tn, retail
value rsp
excl sales
tax
13.6
17.3
122.4
28.8
43.1
500.7
13.7
17.5
123.9
0 100 200 300 400 500 600
2013/2014
2009/14 CAGR
2009/14 TOTAL
Retailing Non-store Retailing Store-based Retailing
2009 2010 2011 2012 2013
Grocery Retailers 470.7 573.5 739.0 917.5 1,092.8
Non-grocery Specialists 306.7 370.6 427.9 413.0 429.3
Mixed Retailers 2.0 2.4 2.6 3.2 4.0
Luxury Retail - - - 1.1 1.9
-
200.0
400.0
600.0
800.0
1,000.0
1,200.0
SALES IN STORE-BASED RETAILING BY CHANNEL
VND tn, retail
value rsp
excl sales
tax
2009 2010 2011 2012 2013 2014
Apparel & Footwear 26.2 32.8 37.9 35.8 38.9 44
Electronics & Appliance 74.8 96.3 107.8 116.4 122.8 133
Health & Beauty 41.3 47.9 55.2 61.6 69.3 77.1
Home & Garden 81.9 96.9 115.5 98.8 96.7 106.2
Leisure & Personal Goods 34.1 46.5 59.5 49 47.3 53
Other 48.5 50.2 51.9 51.4 54.4 57.4
0
20
40
60
80
100
120
140
VN
D tn
, re
tail
va
lue
rsp
exl sa
les ta
x SALES IN NON-GROCERY SPECIALISTS BY
CHANNELS
- 2,000.0 4,000.0 6,000.0 8,000.0 10,000.0 12,000.0
2009
2010
2011
2012
2013
2014
SALES IN NON-STORE RETAILING BY CHANNEL
Internet Pure Play Retailers Mobile Internet Retailing
Vending Internet Retailing
Homeshopping Direct Selling
VND billion, retail value rsp excl sales
tax
TOP 3 RETAILING BRANDS
IN VALUE SHARE 2014
>350 outlets
1.7%
>300 outlets
0.9%
>20 outlets
0.9%
TOP 3 NON-GROCERY SPECIALIST
BRANDS IN VALUE SHARE 2014
2.8%
2.7%
>130 outlets
1.9%
TOP 3 NON-STORE RETAILING
BRANDS 2014
7.7%
5.3%
4.6%
4 KEY TRENDS
Rising Average Income Boosts the
Growth of Retailing
Private labels emerges
Vietnam Seen As A Lucrative Playground for
Foreign Entrants
Internet Retailing Gains Popularity
154
billion
1,200
retailers
