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Retail market (Key players :red_flag: (Saigon Coop :red_flag: (Challenge…

- - - - Compete with Street shop& Wet market
      - 10-15% of Grocery market 100 Bil USD
    - - The Gioi Di Dong
        
        50%
        
        TGDD mini
        
        Watches
        
        Glasses
        
        1,000 Shops
      - BHX
        
        500M/ 65 Bil $~ 0.77%
        
        Double shop +20% Sales
        
        Fresh, chilled 45-50%->65%
        
        1000 Shops-> 2,000 shops
      - DMX
        
        38%
        
        Target 50-55%
        
        Dominate Television, Air Con, Washing machine
        
        Dominate Home Appliances
        
        1,000-> 1,200 Shops
    - - Store
        
        Customer satisfaction
        
        Order on app
        
        Price control print from app
        
        Layout on app
        
        Installment sales 35-40%
        
        Credit card 50% for high end products
      - Customer service
      - Management
      - Customer 14-15 Mil
      - Categories operation
        
        Products assortment
        
        PSI management
        
        Spoilage control 3.5%->2.5%
        
        Import products
        
        OEM
        
        Customer pay 10->8, retailers earn 15-20%->25->30%
        
        Double shop- Home Appliances 30-40% Gross margin
        
        Fresh products 50%->65% -> Customer visit everyday
        
        Price equal to Traditional trade
        
        DC cost 5.5-6%-> 4-4.5%
      - Scale
        
        2020 1000->2,000 shops
        
        Target 10 Bil USD
        
        Gross margin 20%-> 27-28%
        
        10,000 shops
      - Omni channel
  - - - VinID 8.7 Mil User
      - Vinhomes Ecosystem
        
        3 MegaCity
        
        Vinhomes Smart City 280 ha
        
        Vinhomes Grand park in HCMC 271 ha
        
        Vinhomes Ocean park 420 ha
        
        91,000 units delivered
        
        300,000 units
      - Dominate sauce market
      - Pioneer in Chilled pork 10 Bil USD
      - VinEco
      - Hanoi 29% shop, 45% revenue
      - Techcombank cash back 1%
      - 132 Vinmart, 2888 Vinmart+
      - OEM
    - - Shops 3,000/ 8,000~37%
        
        Close 150-300 Shops
        
        Open 300-500 Shops
      - Revenue 26,000 Bil~ $1.1 Bil-> 42,000 Bil VND~ $ 1.8 Bil
    - - Urban
      - Premium products
      - Branded Chilled pork 10-15% of 10 Bil USD
      - Dominate sauce market
  - - - Revenue 30,000 Bil VND~1.3 Bil USD
      - 700 Shops
    - - 10 models
        
        Super market Coop mart 128-
        
        Hyper market Coop Xtra 4
        
        Grocery Coop food >400
        
        8,000-10,000 SKU
        
        Premium Fiinelife
        
        Department store Sense City 4
        
        Complex Vivo City
        
        Convenient store Coop smile 67
        
        TV Shopping HTV Coop
        
        24/7 Cheers
        
        Ben Thanh Market
        
        Total >700
    - - Compete with Traditional market
    - - 30,000 SKU
      - SKU 8,000-10,000
      - Franchise Coop
      - Speed
  - - - FPT Shop 590
      - Long Chau Pharma 80
      - F-Studio 15
    - - 2020
        
        Shop 270
        
        Revenue 1,900 Bil VND
      - 2021
        
        Shop 470
        
        Revenue 4,400 Bil VND
      - 6,000 SKU market 1,000 SKU
    - - Sales 16,634 Bil VND, +9%
      - Online 3,899, +60%
      - NIAT 278 Bil, -38%
      - Laptop 25% Market share
  - - - Sales 17,000 Bil, +16.7% YOY
      - Net income after tax 1,190 Bil, +19.3% YOY
    - - MT 27%, PNJ 7%
      - TT 73%
  - - - 226 Satra food
        
        25-28 Mil/day~ 750-850 Mil/month
      - 5 Department store
      - 6 Satra mart
    - - HCMC 1,700 Bil
- - - - Purchase 1 bunch of vegetables but want to see 10 bunches
    - - Smart phone >10M 50% Credit card
    - - Viet Gap 100%
      - VinEco
  - - - PSI management
      - Store layout
      - Price
      - Promotion
    - - Earning points via App
      - Payment
      - E-wallet 5%->30% by 2025
  - - - Masan
        
        Brewery
        
        Vinacafe Instant coffee
        
        Vinh Hao Sparkling water
        
        Personal life
        
        NET
        
        Meat life
        
        Proconco
        
        Retail
        
        Vincommerce
      - Vincommerce
        
        Fivimart
        
        Citi mart
        
        Ocean mart
        
        Vinpro
        
        Shop&Go
      - Central
        
        Nguyen Kim 2,600 Bil VND
        
        Big C
      - Mobile World Group
        
        Tran Anh
      - FPT
        
        Long Chau Pharmacy
      - Saigon Coop
        
        15 Auchan
    - - Vincomerce
        
        GIC
        
        SK
      - Masan
        
        Singha
        
        SK
    - - Family mart 500M
      - B's mart, Circle K, Mini Stop 200-220M
      - Vinmart+ 520M
      - Saigon Coop 1.0 Bil
      - BHX 1.4 Bil VND
      - GS25, Seven Eleven
      - Rental 40-60M~ 1,800-2,500 USD/month
      - Sales 10,000 USD/month
      - Solutions-> Optimize Category operation
  - - - Bach Hoa Xanh 10,000 POS
        
        Area 150m2
        
        300m2
      - DMX 1,500-2,000 POS
      - TGDD 1,000-1,500 POS
      - Revenue +30%, NIAT +30-35% pa
      - 5->10 Bil USD by 2025
      - Compete with Street shop medium, small and wet market
      - 10-15% of Market share
    - - +25.8% per annual
    - - 132 Vinmart, 2888 Vinmart+-> 10,000 POS
      - 10-15% of Chilled pork 10 Bil USD per annual
    - - 2018 35%
      - 2021 43%
      - 2026 ~50%
      - Increase 2.6% /year
      - Single household 8.1%(2009)->10.9%(2019)
  - - - 0% interest
      - 0% DP
  - - - Customer pay 8 instead of 10 VND, retailers earn 25-30% instead of 15-20%
    - - Customer buy a bunch of vegetables but need to see 10 bunches or 10 kinds of vegetables
    - - Increase Gross profit 20-24%
- - - - GT 803,000
      - MT 8,000
        
        Convenient store 5,300
        
        Mini mart 800
        
        Super market 717
        
        Mom&Kid 1,060
  - - - 2025 319 Bil :red_flag:
      - 2024 285 Bil
      - 2023 254 Bil
      - 2022 227 Bil
      - 2021 203 Bil :red_flag:
      - 2020 181 Bil :red_flag:
      - 2019 162 Bil :red_flag:
      - 2018 142 Bil
      - 2017 127 Bil
      - 2016 127 Bil
      - 2015 115 Bil
      - 2014 106 Bil
  - - - Vietnam 8.9% :flag-vn:
      - Thailand 3.1%
      - Singapore 2.3%
      - Philipines 5.4%
      - Malaysia 2%
      - Myanmar 2.7%
      - Indonesia 3.4%
    - - 2014
        
        15-34 35.9%
        
        35-49 21.1%
        
        <15 23.1%
        
        50-64 15%
        
        65+
      - 2015
        
        15-34 34.7%
        
        35-49 21.1%
        
        <15 23.1%
        
        50-64 15%
        
        65+ 6%
      - 2016
        
        <15 23.1%
        
        15-34 33.3%
        
        35-49 21.3%
        
        49-64 17%
        
        65+ 6%
      - 2017
        
        34-49 21.4%
        
        50-64 15%
        
        15-34 33.3%
        
        65+ 6%
        
        <15 23%
      - 2018
        
        <15 23.1%
        
        15-34 32.7%
        
        34-49 21.5%
        
        50-64 15%
        
        Functional food
        
        Vitamin
        
        65+ 6-8%
    - - 2018 $2,587
      - 2021 $2,962
      - 2017 $2,385
      - 2016 $4,154
      - 2016 $2,215
    - - Penetration
        
        Hongkong 94%
        
        VN 94%
        
        APAC 51%
      - Hours
        
        APAC 7h34'
        
        Vietnam 6h52'
      - Using frequency
        
        Japan 94%
        
        VN 58%
        
        APAC 86%
  - - - Modern trade 36% :red_flag:
        
        Chain store 9%
        
        Super market 14%
        
        Convenient strore 5%
        
        Online 2%
        
        Others 6%
      - Traditional trade 64%
        
        Street shop medium 23%
        
        Street shop small 9%
        
        Wet market 32%
    - - Traditional trade 91%
        
        Street shop medium 11%
        
        Street shop small 65%
        
        Wet market 15%
      - Modern trade 9% :red_flag:
        
        Chain store 2%
        
        Super market 2%
        
        Others 5%
    - - MT 25%
      - TT 75%
- - - - Original
      - Clean
      - VietGAP 100%
    - - Convenient
      - Clean
      - Air con
      - Products display
      - Availability