THE NIELSEN COMPANY.ppt

2013 DRIVE GROWTH IN RETAIL BUSINESS

THE NIELSEN COMPANY

TODAYS PRESENTERYongky Susilo

Yongky Susilo serves as Executive Director of Nielsen Indonesia and Board Expert APRINDO based in Jakarta. He has more than 20 years of experience in marketing, sales, business development and research across the retail and manufacturing industries.

Yongky is one of the todays leading experts on consumer attitudes and behavior, prominently and frequently featured in the nations major media. He is a professor at MM University of Indonesia, ex Senior Academic Advisor University Bunda Mulia and book author of RETAIL RULES and expert editor of Retail Indonesia magazine.Yongky earned an BSC from California State University of Fresno, USA.

Copyright 2012 The Nielsen Company. Confidential and proprietary.*

INDONESIA RETAIL MARKET TREND


INDONESIA


World economy recovery, weakening 2014= 3.7 2015= 4.02013 = 3.22.8 3.01.91.2 1.5-0.52.5 3.02.64.6 5.65.25.4 5.55.0Source: IMF April 20141.71.13.42.02.66.4


SEA overall show rebound in 2015 despite Chinas continuous slow down. Indonesia is 2nd best in SEA after PhilippinesSource : IMF


GDP GrowthIt has been a stable growth despite slow down Source : BI and IMF 2014


5,6%

8.2% Impacting slower growth in auto and motorcycleH1 14 7%

H1 13 12% Source: Gaikindo AISI


H1 14 17%

H1 13 20.6% Credit growth is slowing down alsoSource : BI


H1 14 8%

H1 13 14% Electronic sales growth is slowing downSource : EMC


Indonesia Modern Trade| FoodFood volume growth is only 6.4% compared to last years 11.4%

Chart1

12.5772364549.690656

19.2851044117.293592

20.2734794637.378287

16.7490634613.713481

18.0525574888.876035

20.4867384986.123508

20.5997925779.537382

12.5000756706.74843

10.821854751.568017

19.8010645242.338127

18.6064265070.88819

14.9837935245.201658

18.3563635384.848374

19.9601814939.112851

17.4014355444.348638

14.1121675264.808429

17.6146185750.032875

Sales Growth vs. Last Year

Sales Value (in billion)

Sheet1

JAN 13FEB 13MAR 13APR 13MAY 13JUNE 13JULY 13AUG 13SEP 13OCT 13NOV 13DEC 13JAN 14FEB 14MAR 14APR 14MAY 14

Sales Growth vs. Last Year12.619.320.316.718.120.520.612.510.819.818.615.018.420.017.414.117.6

Sales Value (in billion)4,549.74,117.34,637.44,613.74,888.94,986.15,779.56,706.74,751.65,242.35,070.95,245.25,384.84,939.15,444.35,264.85,750.0

JAN 12FEB 12MAR 12APR 12MAY 12JUN 12JUL 12AUG 12SEP 12OCT 12NOV 12DEC 12

10.27.810.215.814.820.730.141.7-1.019.518.323.8

3,933.83,364.03,759.73,848.24,018.74,000.24,647.45,814.24,158.54,256.74,159.24,447.8


IHK RAW FOOD IN Q114 HIT AS HIGH AS FESTIVE 2013Prepared for: [Client Name] Source: XXXXXXFuel price increaseFestive 2013Rupiah DepreciationRupiah ApreciationFood Price Adjustment due to supply improvementRaw food Price increaseLPG increase

Copyright 2014 The Nielsen Company. Confidential and proprietary.*Consumer Confidence Survey Q2 2014 Field Dates: May 12 to May 30, 2014

PRICE INCREASE IS RISING CONCERNSID Q1 2014Base : All respondents n=503ID Q2 2014Base : All respondents n=502 What is your biggest concern over the next six months?

Chart1

46

56

65

57

67

77

78

98

128

2014

Biggest concern

Second biggest concern

Major Concerns_ID

NoIDQ1 2014Q2 2014

1Increasing food prices1010

2Childrens' education and/or welfare1210

3Global warming1110

4Increasing fuel prices1112

5Crime1315

6Parents' welfare and happiness1515

7Health1715

8Political stability2019

9Work/life balance1420

10The economy3434

Q1

Biggest concernSecond biggest concern

Job security46

Increasing fuel prices56

Global warming65

Childrens' education and/or welfare57

Crime67

Work/life balance77

Parents' welfare and happiness78

Health98

Political stability128

The economy2014

Major Concerns_ID

Q1 2014

Q2 2014

Major Concerns_AP%Global

Biggest concern


Usage of Spare Cash_Global & AP

APBiggest/Second biggest concern

1Global warming6


3Increasing utility bills (electricity, gas, heating, etc)9




7Job security21

8Health24


10The economy30

GlobalBiggest/Second biggest concern


9Debt11






3Health21

2Job security23

1The economy27

AP


Global warming33


Increasing utility bills (electricity, gas, heating, etc)45


Increasing food prices69


Health1113

Job security129

Work/life balance1312

The economy1713

Global



Debt65





Work/life balance99

Health1011

Job security149

The economy1512


Biggest/Second biggest concern

Usage of Spare Cash_ID


Index_Global & AP

Biggest concern


Job Prospects

Biggest concern


Personal Finances

NoAPQ1 2014Q2 2014

1Retirement fund1714

2Paying off debts / credit cards / loans2522

3Home improvements / decorating2725

4Investing in shares of stock / mutual funds3834

5New technology products3537

6Out of home entertainment3837

7New clothes4038

8Holidays / vacations4444

9Putting into savings6762

NoGlobal AverageQ1 2014Q2 2014







7New clothes3434



Personal Finances

Q1 2014

Q2 2014

Time To Buy

Q1 2014

Q2 2014

NoIDQ1 2014Q2 2014




4New clothes2623






Q1 2014

Q2 2014

Q2 2014

IN128

ID123

PH120

CN111

AE109

DK106

TH105

US104

HK103

SA102

CA102

Global Average97

Q2 2014

IN128

ID123

PH120

CN111

TH105

HK103

NZ99

SG98

VN98

MY93

AU85

TW75

JP73

KO53

AP106

Q2 2014

Q2 2014

INPHIDCNTHNZHKSGMYVNAUJPTWKOAP

Good60636460495049484338293019753

Excellent23141212965566422212

Good

Excellent

IDPHINCNTHNZSGHKVNMYAUTWJPKOAP

Good636257625350504949444328191553

Excellent221822796554664239

Good

Excellent

INIDPHHKTHCNSGNZAUVNMYTWJPKOAP

Good465042424042393834342919151338

Excellent1479553434432225

Good

Excellent

Chart1

37

46

55

57

78

78

78

118

1010

2212

Biggest concern


Major Concerns_ID

NoIDQ1 2014Q2 2014



3Global warming1110

4Increasing fuel prices1112

5Crime1315


7Health1715



10The economy3434

Q1


Job security46


Global warming65


Crime67

Work/life balance77


Health98


The economy2014




Global warming55


Crime78


Health78



The economy2212

Major Concerns_ID

Q1 2014

Q2 2014

Major Concerns_AP%Global

Biggest concern



Biggest concern



APBiggest/Second biggest concern

1Global warming6






7Job security21

8Health24


10The economy30

GlobalBiggest/Second biggest concern


9Debt11






3Health21

2Job security23

1The economy27

AP


Global warming33






Health1113

Job security129


The economy1713

Global



Debt65





Work/life balance99

Health1011

Job security149

The economy1512



Index_Global & AP


Job Prospects

Biggest concern


Personal Finances

Biggest concern


Time To Buy

NoAPQ1 2014Q2 2014







7New clothes4038



NoGlobal AverageQ1 2014Q2 2014







7New clothes3434



Time To Buy

Q1 2014

Q2 2014

Q1 2014

Q2 2014

NoIDQ1 2014Q2 2014




4New clothes2623






Q1 2014

Q2 2014

Q2 2014

IN128

ID123

PH120

CN111

AE109

DK106

TH105

US104

HK103

SA102

CA102

Global Average97

Q2 2014

IN128

ID123

PH120

CN111

TH105

HK103

NZ99

SG98

VN98

MY93

AU85

TW75

JP73

KO53

AP106

Q2 2014

Q2 2014

INPHIDCNTHNZHKSGMYVNAUJPTWKOAP

Good60636460495049484338293019753

Excellent23141212965566422212

Good

Excellent

IDPHINCNTHNZSGHKVNMYAUTWJPKOAP

Good636257625350504949444328191553

Excellent221822796554664239

Good

Excellent

INIDPHHKTHCNSGNZAUVNMYTWJPKOAP

Good465042424042393834342919151338

Excellent1479553434432225

Good

Excellent


1 Trillion USD0.6 Trillion USD4000 USD50% 0.7 Trilion USD0.3 Trillion USD1500 USD43% Over 2 Trillion USD1.5 Trillion USD9000 USD68%Size economyConsumer market GDP per capitaUrban population

IndonesiaBigger & FasterSource: WB,McKinsey


Is all for Reform


SUBSIDYJokowi JK will increase fuel Rp 1500 (27%) from Rp 6500 prior to SBY end of term. Cut aggresively in a time frame of three yearsDrive inflation to 8%Hike may potentially save Rp70tr, c.30% of the current infrastructure budgetEliminate electricity subsidy in two years, replace solar into abundant coal and geothermal, open for DDI and FDIEase up CAD from 4-4.5% to 2-2.5%

INFRASTRUCTURE and INCOMETax agency will be under President, to maximize tax revenue by broadening the tax base, today 10m tax payersPertamina and PLN IPO , for transparencyAfter constitutional court verdict, Jokowi/JK coalition has 37% representation in the upcoming parliament, while Golkar brings over 19%, Demokrat 11% and PPP 8%, potentially reaching 75% of representation in parliament.The Hajj Fund is estimated to have a corpus of Rp64tr (c.US$5.5bn), equivalent to 70% of the countrys current infrastructure budget. Freeport estimate the exports in August-December '14will be c.US$200300mn per month, royalty and divestment of stake to the Indonesian government of up to 30% (from existing 9.36%).


Source: Standard CharteredMOVING INTO LARGE ECONOMY (NEW WORLD ORDER)


EXPERIENCE ECONOMY

INDONESIA CONSUMER TREND


LARGE BASE OF YOUNG GENERATION WITH POPULATION GROWTH OF 1.48 %Source: USCB, CIA


MIDDLE CLASS HAS BECOME MAJORITY POPULATION WITH 131 MILLION, GROWING 7 MILLION PER ANNUM25% 199956.5% 2010Source: WorldBank, BPS


THIRD LARGEST MIDDLE CLASS IN ASIA


THE RETAIL ASPIRATIONAL DEVELOPMENTMOVING FROM QUALITY & PRICE TO QUALITY & EXPERIENCEStreet market & SupermarketHypermarket/Minimarket /FastfoodLocal Department StoresMallsConsumer DurablesLicensed Brand FashionLifestyle, Fashion & AccessoriesCulinary F&B DiversityIndoor/Outdoor Shopping StreetsInternational Brand RetailingLuxury BrandsAdventuresQuality & ExperienceQuantity &PriceConvenience RestoEntertainmentSports


To become extraordinary If you do not know to do things, ask the Lord, He will annoint us with CREATIVITYIf we have God CREATIVITY, we have ADVANTAGE to COMPETE


Page *

**1.48% 2000-2010Consumer spending in developing Asia reached US$4.3 trillion in annual expenditures for 2008. If consumption levels continue to expand at the current rate, emerging Asia will likely reach US$32 trillion in annual expenditures by 2030 and comprise roughly 43 percent of worldwide consumption, the study says.China has almost 11 percent of its population living below the minimal level of dietary consumption while over 20 percent of Indians are dealing with the same problem.

Date post:	10-Nov-2015
Category:	Documents
Upload:	zam-berapa
View:	11 times
Download:	2 times

THE NIELSEN COMPANY.ppt

Documents