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DRIVE GROWTH

IN RETAIL BUSINESS
THE
NIELSEN COMPANY
2013

TODAYS PRESENTER
Yongky 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. Confdential and

INDONESIA RETAIL MARKET


TREND

INDONESIA

Copyright 2013 The Nielsen Company. Confdential and

Copyright 2013 The Nielsen Company. Confdential and

World economy recovery, weakening

2014= 3.7

2013 = 3.2
3.4
1.1

1.7

2.8

2015= 4.0

1.2

3.0

1.5

-0.5

1.9

4.6

5.6

5.2

2.02.5
2.6

3.02.6

5.4
5.0

5.5

6.4

Source: IMF April620

Copyright 2013 The Nielsen Company. Confdential and

SEA overall show rebound in 2015


despite Chinas continuous slow down.
Indonesia is 2nd best in SEA after
Philippines

Source : IMF

Copyright 2013 The Nielsen Company. Confdential and

It has been a stable growth despite


slow
down
GDP Growth

Source : BI and IMF 2014

Copyright 2013 The Nielsen Company. Confdential and

Impacting slower growth in auto and


motorcycle

H1 14

7%

H1 13
12%

5,6%
8.2%

Source: Gaikindo AISI

Copyright 2013 The Nielsen Company. Confdential and

Credit growth is slowing down also

H1 14
17%
Source : BI

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Copyright 2013 The Nielsen Company. Confdential and

Electronic sales growth is slowing


down

H1 14
H1 13

8%
Source : EMC

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Copyright 2013 The Nielsen Company. Confdential and

Food volume growth is only 6.4%


compared to last years 11.4%
Indonesia Modern Trade| Food

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IHK RAW FOOD IN Q114


HIT AS HIGH AS FESTIVE 2013

LPG increase

Food Price Adjustmen


due to supply improve

Raw food Price increase

Copyright 2013 The Nielsen Company. Confdential and proprietary.

Festive 2013

Fuel price increase

Rupiah Apreciation
Rupiah Depreciation

Prepared for: [Client Name]


Source: XXXXXX

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PRICE INCREASE IS RISING CONCERNS


ID Q1 2014

ID Q2 2014

Copyright 2014 The Nielsen Company. Confdential and proprietary.

What is your biggest concern over the next six


months?

Base : All respondents n=503


Consumer Confidence Survey Q2 2014
May 30, 2014

Base : All respondents n=502


Field Dates: May 12 to

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Copyright 2013 The Nielsen Company. Confdential and

Indonesia

Bigger &
Faster

Size economy
Consumer market
GDP per capita
Urban population

2025
Over 2 Trillion
1.5 Trillion USD
2015
1 Trillion USD 9000 USD
0.6 Trillion USD68%
2005
0.7 Trilion USD4000 USD
0.3 Trillion USD50%
1500 USD
43%
Source: WB,McKinsey
15

Copyright 2013 The Nielsen Company. Confdential and

Is all for Reform

16

Copyright 2013 The Nielsen Company. Confdential and

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

INFRASTRUCTURE and INCOME


Tax agency will be under President, to maximize tax revenue by
broadening the tax base, today 10m tax payers
Pertamina and PLN IPO , for transparency
After 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

17

Copyright 2013 The Nielsen Company. Confdential and

MOVING INTO LARGE ECONOMY (NEW


WORLD ORDER)

Source: Standard Chartered


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EXPERIENCE ECONOMY

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INDONESIA CONSUMER TREND

Copyright 2013 The Nielsen Company. Confdential and

LARGE BASE OF YOUNG GENERATION WITH


POPULATION GROWTH OF 1.48 %

Source: USCB, CIA

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Copyright 2013 The Nielsen Company. Confdential and

MIDDLE CLASS HAS BECOME MAJORITY


POPULATION WITH 131 MILLION, GROWING
7 MILLION PER ANNUM

25%
1999

56.5%
2010

Source: WorldBank, BPS

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Copyright 2013 The Nielsen Company. Confdential and

THIRD LARGEST MIDDLE CLASS IN


ASIA

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Copyright 2013 The Nielsen Company. Confdential and

THE RETAIL ASPIRATIONAL


DEVELOPMENT

Adventures

MOVING FROM QUALITY & PRICE TO QUALITY &Luxury


EXPERIENCE
Brands

Quality & Experience

International Brand Retailing


Indoor/Outdoor Shopping Streets

Culinary F&B Diversity


Lifestyle, Fashion & Accessories
Entertainment

Quantity &
Price

Sports
Licensed Brand Fashion
Consumer Durables
Convenience Resto

Malls
Local Department Stores
Hypermarket/Minimarket /Fastfood
Street market & Supermarket
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Copyright 2013 The Nielsen Company. Confdential and

To become extraordinary

If you do not know to do things, ask the Lord, He will

annoint us with CREATIVITY


If we have God CREATIVITY, we have ADVANTAGE to
COMPETE
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Copyright 2013 The Nielsen Company. Confdential and

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