Specialist
Executive at The Nielsen Co (Guangzhou) Ltd
Agenda
- China’s Q1 2022 FMCG and consumer goods industry macro environment analysis – impact of macroeconomy, market demand and ongoing pandemic
- Market segments including staple food, beverage, dairy and ready-to-cook product – development dynamics, plus sales performance across channels and markets of various tiers
- Sales performance of FMCG brands, highlighting Genki Forest, Mengniu (HKG: 2319), Yili (SHA: 600887) and Feihe (HKG: 6186)
Questions
1.
Can you compare the overall sales revenue of China’s FMCG market in 2021 with that in 2020 and 2019 respectively?
2.
Later, was there an obvious trend showing that the whole industry was gradually conquering the pandemic impact? Especially, what were the online and offline sales dynamics of FMCG like in Q4 2021?
3.
The offline sales growth of FMCG was negative in Q4 2021, and the number of stores selling FMCG also decreased. Will there be changes in the overall situation? What are the reasons for the declining offline sales, the pandemic or the online shopping events held in Q4?
4.
What about the business data of many stores in Q1 this year, and what’s the difference from Q1 2021?
5.
What will the development trend of the FMCG market be like in 2022 if the pandemic can be contained very soon?
6.
Did you say that the performance of Q1 this year is better than that of last year?
7.
What’s the performance of other segments in addition to supermarkets and hypermarkets?
8.
You said that the construction and improvements of the digitalised supply chain can reduce costs, and hypermarkets and supermarkets are declining with a reshuffle in the segment. How will national or regional retailers change this year?
9.
What are the sales volumes of FMCG segments including staple food, beverage, dairy and ready-to-cook product in Q1 this year? How are the volumes and prices QoQ and YoY?
10.
Can you share with us some statistics on the full-scale depression? Which segments were hit worst, and which ones didn’t decline too much?
11.
There are some leading enterprises or those receiving special attention in each segment including Genki Forest in the beverage segment, Mengniu and Yili in the liquid milk market and Feihe among the milk powder products. Can you elucidate the market share, penetration rate and overall development of each brand in detail?
12.
As of the end of Q1 2022, what’s the inventory and sell-through rate of each brand? What are the promotion or marketing strategies in the field that you are familiar with?
13.
Mengniu and Yili focus on maintaining their market shares this year. What about the competitive landscape changes in this context? Which leading players can further increase their market shares? Do you think some tier 2 players will gradually grab market share?
14.
You just said that Mengniu’s overall revenue and market share were lower than those of Yili. Mengniu, as a leading player, lost some market share instead of increasing or maintaining its market share. Could you elaborate on this case?
15.
Have FMCG brands you are familiar with made any adjustments in terms of marketing and staff expansion this year? What is your estimate of their adjustments this year?
16.
Due to the dropping birth rate, Feihe starts to make planning in full life cycle products including milk powder products for children and adults. What do you think of the future market potential of these two new products?
17.
Frozen and refrigerated products have achieved good growth, and many people have been paying attention to ready-to-cook products recently. What do you think of the development trajectory of ready-to-cook products in the B2B and B2C markets in the future?
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