An updated overview of the retail industry in Vietnam

1. WELCOME TO VIETNAM!

2. RETAIL INDUSTRY OVERVIEW -
VIETNAM

3. WHAT MAKE HEADLINES?

4. THERE IS SUCH A THING AS A FREE LUNCH!

5. ONLINE RETAILERS ADAPT TO A CASH-DOMINATED
SOCIETY…

6. VIETNAM’S VERY OWN SMART PHONE

7. 7-ELEVEN PLANS 1000 STORES WITHIN 10 YEARS

8. PIONEERING IN M-COMMERCE

9. 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 SNAPSHOTVND tn, retail
value rsp
excl sales
tax

10. 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

11. 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

12. 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
VNDtn,retailvaluerspexlsalestax
SALES IN NON-GROCERY SPECIALISTS BY
CHANNELS

13. - 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

14. TOP 3 RETAILING BRANDS
IN VALUE SHARE 2014

15. >350 outlets
1.7%

16. >300 outlets
0.9%

17. >20 outlets
0.9%

18. TOP 3 NON-GROCERY SPECIALIST
BRANDS IN VALUE SHARE 2014

19. 2.8%

20. 2.7%

21. >130 outlets
1.9%

22. TOP 3 NON-STORE RETAILING
BRANDS 2014

23. 7.7%

24. 5.3%

25. 4.6%

26. 4 KEY TRENDS

27. Rising Average Income Boosts the
Growth of Retailing

28. Private labels emerges

29. Vietnam Seen As A Lucrative Playground for
Foreign Entrants

30. Internet Retailing Gains Popularity
154
billion
1,200
retailers

31. VIETNAM AWAITS YOU!
Phi Nguyen
phi@nguyenphivan.com