WinCommerce targets third quarter revenue to exceed VND10,000 billion

(Dan Tri) - At the end of the year, domestic purchasing power in Vietnam is expected to continue to increase thanks to the booming demand for shopping during the holidays and Tet. In particular, WinCommerce (WCM) recorded positive results in the first 8 months of the year, setting a revenue target for the third quarter that could exceed the 10,000 billion VND mark.

Growth drivers for domestic retail chains

Vietnam's retail market in 2025 is changing strongly. According to the General Statistics Office, total retail sales of goods and consumer services in August reached VND588,200 billion, up 10.6% over the same period last year. Accumulated in 8 months, this figure exceeded VND4.5 million billion, up 9.4%.

Domestic purchasing power, especially for food, beverages and necessities, is recovering steadily, creating a launching pad for modern retail chains to enter the year-end peak season.

The trend of shifting from traditional channels to modern channels is becoming increasingly clear. Consumers increasingly favor points of sale with reputable brands, high-quality products and transparent origins.

This change is not only happening in big cities but also spreading to rural areas, where urbanization and improved living standards are driving the demand for convenient shopping. This is the "tailwind" for businesses like WCM (a member company of Masan Group - MSN code) to expand coverage and improve customer experience.

Accumulated in 8 months, total revenue of Masan's retail system is estimated at 25,000 billion VND, up 16.1% (Photo: Masan).

However, price competition between large domestic and foreign chains is increasingly fierce as operating costs, from renting premises, personnel to logistics, are increasing due to inflation and fluctuating fuel prices. For fresh products such as vegetables, meat and fish, the requirement for accurate demand forecasting and effective inventory management is a difficult problem.

This is both a challenge and an opportunity for retail businesses like Win Commerce to take advantage of scale, technology, and strategy to join the race to accelerate revenue in the final period of the year.

Technology application and expansion strategy

Leading the market trend, WCM has made its mark with outstanding business results in the first 8 months of 2025. In August, revenue reached 3,573 billion VND, up 24.2% over the same period. Accumulated in 8 months, total revenue is estimated at 25,000 billion VND, up 16.1%, far exceeding the annual plan target (8-12%).

Same-store sales (LFL) increased 8.2% in the eight months, with 11.9% in August alone, demonstrating real customer appeal and sustainable growth quality.

WCM's newly opened stores all recorded positive revenue growth (Photo: Masan).

Network expansion strategy is one of the main levers that has helped this business maintain its revenue performance since reporting a profit. By the end of August, WCM had opened 415 new stores, on schedule for the year (400-700 stores). About 75% of the new stores are located in rural areas, where modern shopping demand is growing strongly.

The Central region alone accounts for nearly 50% of the new stores, becoming the key area in the expansion plan. All new stores have been profitable from the start. Quality products such as WinEco vegetables meeting VietGAP/GlobalGAP standards or MEATDeli meat meeting European standards have helped WCM meet the needs of consumers, from urban to rural areas.

In addition, WCM is also actively applying technology to improve operational efficiency. Solutions such as WiNARE, which uses AI and real-time data, support demand forecasting and more accurate inventory management. Initial results show that the rate of damaged goods has decreased significantly, while the rate of available goods on the shelves has increased, helping to save costs and improve the shopping experience.

By the end of 2025, WCM plans to apply this technology to nearly 70% of its product portfolio, especially fresh products, ensuring quality and competitive prices.

Aiming for record revenue target, reaching 10,000 billion VND

With a solid foundation from the results of the first 8 months of the year, the third quarter revenue target of exceeding 10,000 billion VND is assessed by the chain as "within reach".

From VND3,573 billion in August, WCM needs to maintain the pace of new openings and revenue growth from existing stores. The strategy of focusing on rural areas, combined with technology to optimize the supply chain, is creating momentum for WCM to move closer to this historic milestone.

Logistics and technology become the key for Masan to conquer new business records (Photo: Masan).

However, pressure from price competition and rising operating costs requires WCM to maintain financial discipline and improve management efficiency. Supply disruptions or market fluctuations could also impact the plan. However, with domestic purchasing power recovering and modern shopping becoming more popular, WCM is well-positioned to seize the opportunity.

With smart expansion strategy, effective technology application and understanding of market needs, WCM is ready to create a turning point in the coming time.

Masan Group Corporation (HoSE: MSN) is one of the leading consumer-retail enterprises in Vietnam, with the goal of providing quality essential products and services to domestic and international consumers.

Masan's ecosystem includes many areas with growth potential: fast-moving consumer goods (Masan Consumer with Chin-Su, Nam Ngu, Omachi, Kokomi Wake-Up 247), branded meat (Masan MEATLife with MEATDeli, Ponnie, Heo Cao Boi), retail (WinCommerce with WinMart, WinMart+), tea and coffee (Phuc Long Heritage), and high-tech materials (Masan High-Tech Materials).

Source: https://dantri.com.vn/kinh-doanh/wincommerce-dat-muc-tieu-doanh-thu-quy-iii-vuot-10000-ty-dong-20250924161420963.htm