【正文】 her Improve In Key City Food for Thinking ? By paring With Sofy Sofy is our key petitor in developed cities, Regular is of its best seller Carefree Super NB share behind Sofy Reg., due to our less petitiveness of instore performance ? Carefree Drapable 2X30pcs contributed little sales and share improvement for this line 39 Copyright 169。 2023 ACNielsen a VNU pany How Carefree Can Further Improve In Key City Food for Thinking ? Should understanding, why SofyRegular can achieve higher consumer acceptance? Any trade issue, . Display /Facing ….. Differentiation on product quality? … ? Antibacteria could be consider for further product improvement 40 Copyright 169。 2023 ACNielsen a VNU pany Explore Opportunity In BCD City 41 Copyright 169。 2023 ACNielsen a VNU pany Explore Opportunity In BCD City Summary ? Opportunity exploration in BCD market How is market trend and brand petition in BCD market? Do we offer right product(packsize/variant) and at petitive price How is distribution gap versus Anerle and Sofy 42 Copyright 169。 2023 ACNielsen a VNU pany Explore Opportunity In BCD City Findings ? BCD market stands for about 38% for total China liner market, and yearly sales and importance growing(Opportunity) ? Small pack(1~25pcs) stands for 60% market volume importance in BCD market, and popular both modern and traditional channel。 while bigger pack(=40pcs) importance grew slightly Small pack crowded with a lot of small locals with lower price dominated(Challenge) In Bigger pack group, Sofy and Carefree strong and leading among(Strength) In North, small pack higher importance than in other regions ? Slim market relative small and importance slightly decline(Threat) ? East BCD market the most important among followed with South BCD for liner ? Modern Channel importance increasing in BCD as well, while traditional store stands for one third of that market still 43 Copyright 169。 2023 ACNielsen a VNU pany Explore Opportunity In BCD City Findings ? Anerle leading in BCD market and leading share maintain stable Noticeable distribution advantage paring Carefree, which traced to traditional stores Anerle leading share in traditional stores while no advantage in modern channel 20pcs contributed most its share and outstand among all players, distribution should be one of the key facts 20pcs pack also captured high instore performance, ??? ? Carefree and Sofy close share petition in BCD Both Carefree and Sofy focus in modern channel while few performance in traditional stores Both Carefree and Sofy strong play on 40pcs and 2X40pcs, which indicating high brand loyalty Sofy big pack (esp. 2X40pcs) outperformed same story as in 4+A(Threat) 44 Copyright 169。 2023 ACNielsen a VNU pany Explore Opportunity In BCD City Thinking ? To pete with Anerle 20pcs, we should understand the following points by further exploration How is its SOS Why consumer prefer Anerle Any trade issue …… ? As China market, Carefree no share advantage with Sofy in BCD Ultra thin relative less performed than Sofy, same story as in 4A Again, improving Ultra thin performance will be critical for us to strengthen our brand share For Slim ? Other than Anerle and Sofy, we are facing a number of small local brands priced relative low and in small pack form. Do we any plan to pete with in this sizeable market 45 Copyright 169。 2023 ACNielsen a VNU pany Key Brand SharePrice In NatBCD Anerle Leading In BCD Market And Share Maintain Stable Vol % +/ % YA Rmb/Pcs MAT ON03 JJ03 AS03 ON03 MAT ON03 ANERLE SOFY CAREFREE 11 YIMUCAO CB WHISPER 1 SOFT HAO S. S. BEST ANLE 2 Vol % 46 Copyright 169。 2023 ACNielsen a VNU pany BCD Channel And Region Vol. Mix, BCD Modern Channel Importance Increased。 East BCD Most Important Followed With South 5856020406080100120M A T O N 0 2 M A T O N 0 3W BC DN BC DE BC DS BC D56664031020406080100120M A TO N 0 2M A TO N 0 3BC D O t h e rBC D G / KBC D H / S/ D47 Copyright 169。 2023 ACNielsen a VNU pany Key Brand Volume Share By Channel, BCD Anerle Leading In G/K, Which Protect Its Share In BCD Where We Are Weak Vol % +/ % YA Vol % +/ % YA Vol % +/ % YA ANERLE SOFY 2 CAREFREE YIMUCAO 1 CB 4 WHISPER 1 SOFT HAO . BEST ANLE 2 2 BCD G/K BCD H/S/D BCD City 48 Copyright 169。 2023 ACNielsen a VNU pany Key Brand Distribution By Channel Distribution Gap Captured In G/K 01020304050607080901 0 / 1 1 20231 2 / 0 1 20230 2 / 0 3 20230 4 / 0 5 20230 6 / 0 7 20230 8 / 0 9 20231 0 / 1 1 2023A N ER L E C A R EF R EESO F Y YI M U C A O02468101214161 0 / 1 1 20231 2 / 0 1 20230 2 / 0 3 20230 4 / 0 5 20230 6 / 0 7 20230 8 / 0 9 20231 0 / 1 1 2023A N ER L E C A R EF R EESO F Y YI M U C A O(Weighted Distribution) National Grocery/Kiosk National Hyper/Super/Depart. 49 Copyright 169。 2023 ACNielsen a VNU pany Key Brand Volume Share by Region, BCD Carefree Relative Strong In South While Behind In Others Vol % +/ % YA Vol % +/ % YA Vol % +/ % YA Vol % +/ % YA ANERLE SOFY 2 CAREFREE 9 YIMUCAO 4 2 CB WHISPER 3 SOFT HAO . 3 1 BEST 0 3 2 ANLE 3 4 E BCD City N BCD City W BCD City S BCD City ?In West, traditional channel importance relative higher than other regions which stands for 50% of that market. 50 Copyright 169。 2023 ACNielsen a VNU pany Carefree vs Sofy Weighted Distribution by