RMM discussion BKK, 17 July 2007 Vietnam update. Dumex share is holding after BB launch campaign...

RMM discussion

BKK, 17 July 2007

Vietnam updateVietnam updateVietnam updateVietnam update

Dumex share is holding after BB launch campaignDumex share is holding after BB launch campaign

Super Premium (Gold)Value, %

Dumex

Total market (all segments)Value, %

Dumex

Source: Nielsen retail panel

Heavy media &bike promotion

Heavy media &bike promotion

Cereals and Liquid GUM launches need attentionCereals and Liquid GUM launches need attention

• On track

Comments2007

• On track (from Cuijk)

• On track (from Malaysia)

• On track if packaging go ahead by July 19

– If not than risk of delay till Mar 081)

• Not on track– Sourcing not resolved (Thai Dairies

Industries, Foremost Thailand, Foremost Vietnam)

– Cost prices not known

Jul Aug Sep Oct Nov Dec

Specialties• HA1• AR• LBW• Lactose Free

Foods• Cereals &

Rusks

• Liquid GUM

Eazypack

1) No launch between Christmas and Lunar New Year