PHILIPPINE RETAILING NEWSLETTER 2017 PRA Newsletter 2017 3RD Quarter | Page 5

3RD QUARTER, 2017 Local News Philippine retail industry booming The Philippine retail industry is anticipated to account for a fifth of the country’s overall economic output in the next decade, according to infrastructure group KGLI Asia CEO/group investment director Mark Williams. Williams said that the positive growth is being driven by a business process outsourcing (BPO) industry that is expanding at a rate of least 10% annually, and a middle-class population that is projected to reach 8.4 million by 2030. While JLL expects 88,000 sqm to be added to the retail space supply this second quarter. Cumulative retail space is estimated by JLL to reach 9 million sqm by 2020. Quoting an AT Kearney report, he added that Asia Pacific has four of the five top countries in the Global Retail Destination Index (GRDI), thanks to a combination of large populations and high growth. The Philippines has the second-highest time pressure score, just after Vietnam, indicating an urgency to enter the country and capture growth opportunities. “Undoubtedly, the primary drivers of buying power and household consumption are the steady flow of remittances from overseas Filipino workers and the growing BPO industry,” says BMI. Average monthly remittances were about US$2.2 billion last year, growing at 11% year-on-year since 2001. More than a third of domestic consumers receive remittances. The latest entrants include Canadian F&B brand Tim Hortons, Singaporean F&B brands Baker & Cook and Plank Sourdough Pizza, and Hong Kong furniture brand Simply Modular. Separately, global brands are pitching for franchise opportunities, including Lawry’s The Prime Rib from the US and China’s Element Fresh. Euromonitor International says the country’s middle-class consumption is expected to change the retail landscape with the number of middle-class households in the Philippines set to grow by 41.8% between 2015 and 2030. Some major developers, notably Ayala Land and Megaworld, have aggressively expanded their retail portfolio. According to Santos Knight Frank, F&B openings — ranging from fast food and restaurants to coffee shops — account for about 63% of total retail openings in the first quarter of this year, followed by clothing and apparel with 26%. The report added that by next year, the market is projected to have a retail space supply of 500,000 sqm of gross leasable space. This forecast growth puts the Philippines among the top 10 nations with the fastest rates of middle-class expansion for 2015-2030. The median disposable income is set to reach $11,429 per household in 2030, representing a 70% real gain from $6710 in 2014. As millennials surpass the baby boomers as a demographic size, they are dictating retail spending, says Williams. Many millennials work in the flourishing BPO industry and have high disposable incomes. As a result, more retail establishments in NCR and other emerging growth cities are being developed at a rapid rate. Inside Retail Asia, 7/19/2017 Philippines set to be Asia’s fifth largest retail grocery market The Philippines will soon be Asia’s fifth largest retail grocery market, according to IGD Asia-Pacific program director Shirley Zhu during the 24th NRCE. Data-protection experts including National Privacy Commissioner Raymund Enriquez Liboro confirmed that compliance to data-privacy and data-protection regulations can help give competitive advantage in business operations which include the retail industry. She said the market will grow by an average of 9.3% year-on-year between 2016 and 2021. Grocery retail sales in the Philippines are set to amount to PHP7.08 trillion (US$149.99 billion) by 2021 from PHP4.53 trillion (US$95.98 billion) in 2016, the international grocery research organization’s data concludes. Zhu says the growth will be driven by a growing population, strong domestic Data-privacy compliance a competitive edge for PH businesses consumption and a buoyant economy, lifting it from sixth to fifth, behind China, India, Japan and Indonesia. “The Philippines is an exciting market to watch. Modern trade currently accounts for about 20% of total grocery retail sales and is growing rapidly,” said Zhu. page 6 He added that the Data Privacy Act (DPA) of 2012 promotes international best practices in data protection comparable to data- privacy frameworks, such as the European General Data Protection Regulation (GDPR) and the Asia-Pacific Economic Cooperation Privacy Framework. “With ASEAN integration coming up soon, page 7 5