【英文】kantar报告：预测2022年及以后的亚洲通货膨胀（55页）

Consumers are generally more confident now vs. a year ago being adapted to the new realities  coupled with the increased mobility. However, sentiment level of some markets have fallen  slightly in latest quarter potentially driven by growing concerns over rising prices.Average price increase seen across most markets with volume slowdown; whilst shoppers in  Chinese Mainland, Indonesia and Philippines potentially switching to cheaper products.SEA markets forecasted with steady FMCG growth despite price increase as likely due to the  opening of local economy. Chinese Mainland market forecasted to be ‘soft’ in Q2 before  rebounding in Q3.

During the pandemic, there is a higher incidence of  planned shopping trips thereby limiting impulse purchases  in-store. Shoppers are focused on shopping with a preplanned list of items to purchase and hence there is less  browsing and top ups to their purchases. On-the go  consumption has also reduced hence usage occasions  have changed and this has impacted the category  performance.Despite the significant levels of price inflation in 2008, brands that gained  share invested much more than losing brands in new products.Private Label is not always about being cheaper. Development of O2O, premiumization  and new categories/innovations help to accelerate Private Label growth in Chinese  Mainland.