【英文】kantar报告：预测2022年及以后的亚洲通货膨胀（55页）

英文研究报告 2022年05月10日 07:03 管理员

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.