Danny Le, CEO of Masan Group, stated this at the International Investment Conference in Hanoi on 9/7. He emphasized Vietnam's potential to attract technological investment in the future thanks to its abundant human resources, strong innovation spirit, and sustainable economic growth rate.

"This is a favorable time for Vietnam to attract new capital flows, especially investment capital for digital transformation," Le said.

However, he also emphasized that implementing a large-scale digitalization strategy requires a suitable financial environment, including: reasonable capital costs, stable interest rates, and more accessible new technology costs. For businesses like Masan, the key factors to realizing digital transformation are a solid financial foundation and high-quality capital flow.

Masan Group CEO Danny Le speaks at the event. Photo: Masan

Masan Group CEO Danny Le speaks at the event. Photo: Masan

Masan was listed in 2009 and has raised nearly 5 billion USD from global financial institutions such as KKR, TPG, Bain Capital, and Alibaba. The company has not used this capital to pursue short-term growth, but instead has focused on targeted allocation, investing in core technology, automating the supply chain, expanding the distribution system, and restructuring after mergers and acquisitions.

As a result, Masan has formed an efficiently operating integrated ecosystem, capable of expanding its scale without increasing costs correspondingly, creating a solid financial foundation for the next growth phase.

According to Masan's CEO, with its technological vision and practical implementation experience, the company is becoming one of the domestic enterprises with great potential to lead the global technology capital wave in the next decade.

Regarding Masan's development potential in the retail sector, Le said the future of this industry lies not only in the ability to expand points of sale but also in building and mastering an end-to-end, technology-integrated supply chain. To optimize operational efficiency, businesses need to invest in physical infrastructure, especially digital infrastructure including AI, machine learning, and customer data platforms.

"Building an end-to-end supply chain brings great opportunities but also requires methodical investment in technology platforms, from AI to data, to bring all services onto a digital platform," Le emphasized.

The company's supply chain. Photo: Masan

The company's supply chain. Photo: Masan

Masan is currently one of the few Vietnamese enterprises that owns a complete end-to-end consumer and retail supply chain. The company is gradually realizing its strategy to become one of the leading consumer and retail platforms in the region. Masan strictly controls the product journey from planning, production, and logistics to multi-channel distribution. This is the core factor creating sustainable growth and superior profit margins.

In addition, Masan also actively manufactures through member companies such as: Masan Consumer, Masan MEATLife, and WinEco, and integrates financial products and services with Techcombank. Operations and logistics are handled by the internal logistics company SUPRA, which helps to optimize inventory, automatically replenish goods, and accelerate market coverage.

Notably, Masan boasts a modern retail network of more than 4,000 stores, including WinMart, WinMart+, WiN supermarkets, the GT system (traditional distribution channel), and e-commerce. The final touchpoint with consumers is the WiN membership program, which has the potential to help Masan directly reach 30-50 million Vietnamese consumers.

Masan's CEO said the company doesn't just stop at the role of a retailer or a manufacturer. Instead, the business acts as a "bridge" between the two ends of the chain. Thanks to this, the company creates an advantage to optimize profit margins, manage consumer data, and promote sustainable growth. This is considered a major competitive advantage for this giant in an increasingly competitive market.

Customers shopping for the company's products. Photo: Masan

Customers shopping for the company's products. Photo: Masan

The company also has a strategic partnership with Techcombank to synchronously deploy an agent banking model that allows consumers to perform basic financial services right at Masan's retail system. This solution helps increase convenience for customers, expanding access to modern finance to millions of consumers.

After a period of restructuring and building a comprehensive end-to-end supply chain, Masan has achieved positive results. WinCommerce recorded its first positive profit in 2024 after restructuring, while Masan Consumer continues to maintain high profit margins.

Masan MEATLife has been profitable for three consecutive quarters, doubling sales at the WinMart system. Overall, Masan's after-tax profit for the year reached nearly 2,000 billion dong, a four-fold increase over the same period. The company also expects continued growth in Quarter II of 2025, with NPAT Pre-MI estimated at about 1,500 billion dong, an increase of nearly 60% compared to the same period last year.

Le added that with its practical implementation capacity, solid financial foundation, and a closed value chain that has proven effective, Masan has many advantages to lead the wave of digital transformation. At the same time, the company is also expected to attract foreign investment and play a leading role in the market in the new consumer era.

Hoang Dan