Philippine Retailing 2019 Q3 *New format! | Page 10

FEATURE PHILIPPINE RETAILING Image source: www.walletgains.com IGD: BRIGHT PROSPECTS FOR GROCERY IN THE PHILIPPINES With the Philippines forecast to have one of the strongest GDP growth rates in Asia over the next few years, Jiong-Jiong Yu, Senior Retail Analyst at IGD Asia, examines what this will mean for the country’s grocery market IGD expects the grocery retail market in the Philippines to see strong nominal growth towards 2023, aided by relatively low inflation, stronger disposable incomes boosting consumption and increasingly urbanised lifestyles. Positive outlook The Philippine grocery retail market is expected to see a 10.2% CAGR over the next four years, reaching US$82 billion by 2023, driven by a booming population, strong domestic consumption and a buoyant economy. The government is expected to continue the reform progress and create a better environment for businesses. Domestic retailers lead the way SM Retail, Puregold, Robinsons and Philippines Seven Corp account for a large proportion of the country’s modern trade and they have shown consistently strong growth. They all have clear ambitions to expand their business further and open more stores to cover wider geographic areas. SM Retail – SM Retail will continue to draw on the synergy between retail and other businesses of the SM Investment group, such as property and banking, to scale up its retail operation. After forging a partnership with Indonesian retailer Alfamart in 2014, SM will put a strong focus on bringing the successful neighbourhood supermarket model to the Philippines. The retailer has also identified regions in the south of the country as key growth opportunities, and the development of malls and department stores is underway. SM has built an in-house data analytics team to draw insight from shoppers’ transaction data so that stores can develop tailored offers. 10 Puregold – Puregold plans to capture higher growth in the Visayas and Mindanao through new store openings. The retailer taps into the traditional trade customer base by championing the cause of sari-sari store owners, with a range of initiatives to support and engage with its trade customers. Puregold has consolidated its Puregold Junior and Extra banners under one Puregold brand, creating a stronger unified brand image. It also returned its 70% stake in PG Lawson to Lawson, to focus on the Puregold brand and support for sari-sari stores. Puregold was the first grocery retailer in the Philippines to launch its own mobile app and an online grocery service, gaining first-mover advantage ahead of its competitors. Robinsons – Robinsons has a broad retail portfolio and is seeking ways to bring this together. It will continue focusing on its community malls format Robinsons Townville. The acquisition of Rustan’s from Dairy Farm in 2018 propelled Robinsons to be the third-largest retailer in the Philippines, as well as adding hypermarkets to the portfolio. The retailer has also recognised the potential of ecommerce and will look to increase its online sales, as well as seeing the value in its Reward Loyalty programme, which has more than one million members. Philippine Seven Corp – The longest-standing and largest player in modern convenience in the Philippines, 7-Eleven aims to maintain its lead by continuing to open new stores. It is targeting 3,000 and more stores nationwide by 2020. It has been expanding in the Visayas and Mindanao and is now revisiting Metro Manila and nearby cities, taking over prime locations. Franchise is a key route to growth, accounting for around 57% of stores. The retailer sets itself apart from competitors by innovating its offer, with 24-hour openings, over-the-counter medications and new food-to-go products. Metro Retail Store Group – As the largest retailer in the Visayas region, Metro Retail has seen robust growth in the past few years. The retailer continues to expand its footprint outside this region and is looking to harness opportunities presented by other highly populated and fast-growing areas such as Quezon City and Metro Manila. Convenience remains hot property Filipino shoppers are demanding more convenience in their grocery shopping and as a result, convenience is the fastest growing physical store channel. The number of c-stores in the country has more than doubled in the past five years and will continue to expand after a flurry of pan-Asian convenience store retailers entered the country. 7-Eleven and Alfamart continue to drive this part of the market, bringing in more convenience banners. This trend is being driven by the rising number of business process outsourcing (BPO), or call centres. These are centred mainly in urban areas, operate 24 hours a day and tend to employ young people with disposable income, who want to shop for their groceries as conveniently as possible. Supermarkets are the largest modern trade channel Supermarkets account for more than half of modern trade sales today and are forecast to increase their share to 63% by 2023 as retailers expand rapidly beyond Metro Manila. Find more insights at IGD Asia: https://asia.igd.com/about/free-content Jiong-Jiong Yu, Senior Retail Analyst at IGD Jiong-Jiong provides insight on retailer strategies and industry trends in China, South Korea, the Philippines, Taiwan and Bangladesh, as well as leading IGD’s innovation and drugstore workstreams in Asia. She has worked with both retailers and manufacturers in the last 10 years on shopper insight, growth strategy and category management projects. Her background is in management consulting, with experience in qualitative and quantitative research gained at GfK and dunnhumby.