Vietnam Distribution Proposal · May 27, 2026
×

Building moody
Across Vietnam

A Strategic Offline Distribution Proposal · Confidential

The Right Partner for moody in Vietnam

01

Already in the Market

We don't need to build from scratch. 100+ active retail POS, existing import/distribution infrastructure, and a team that knows how contact lenses move in Vietnam.

02

Full MCM Under One Roof

TrademarkLive runs online + offline from a single 7,000 sqft operation in HCMC — e-commerce, social commerce, KOL management, logistics, VM, and retail ops all coordinated.

03

Digital x Offline Balance

We understand the O2O loop. TikTok Shop drives discovery, offline builds trust, Shopee captures repurchase. moody's own TikTok playbook maps directly onto what we already do.

04

Speed to Market

Our existing retail relationships mean we can place moody in 60 physical locations within 60 days of agreement — no lengthy negotiation cycles needed with each POS.

05

Local Market Intelligence

We know which Vietnamese KOLs drive lens sales, which malls have the right demographic, and what price points convert. This insight takes years to build — we already have it.

06

Long-Term Commitment

We are proposing an exclusive distribution partnership with mutual investment in brand-building. Vietnam is a priority market for us — moody will receive dedicated resources, not a side portfolio.

100+
Active Retail POS
7,000
Sq Ft HQ, HCMC
3+
Major Cities
Full MCM
End-to-End Operations

moody Vietnam
by 2028

10
Branded Kiosks in Premium Malls

Vincom, Aeon, Takashimaya — moody's visual identity anchored in Vietnam's highest-traffic luxury retail zones.

#1
#1 Colored Lens Brand on TikTok Vietnam

moody's fashion-lifestyle DNA is built for TikTok. 40.9M Vietnamese adults on the platform — we build the community that converts to purchase.

12B
8–12B VND (~$320–480K) Annual Revenue by Year 3

Driven by 150+ POS, a premium kiosk network across 6+ cities, and a dominant TikTok Shop presence.

"Vietnam's Gen Z treats colored lenses as everyday makeup — and moody is the only brand built to own that moment."

Why This Is Achievable

  • 23.8M Vietnamese aged 18–34 — core colored lens buyers, same aesthetic as moody's global audience
  • Premium offline segment entirely unclaimed — white space, no incumbent
  • APAC fastest-growing colored lens region at 12.6% CAGR
  • WinkyBaby's 100+ POS network means no cold start — Day 1 distribution ready

We Build What You Don't Have Yet

moody Today

Online DTC (Self-Managed)

  • Direct-to-consumer store already serving Vietnam customers
  • Full brand voice & identity controlled by moody HQ
  • Core global DTC revenue channel
  • Unaffected by this partnership — stays exactly as-is

moody's online presence in Vietnam remains 100% under moody control. We don't touch it.

+
WinkyBaby Adds

Offline + Authorized Online

  • Exclusive offline: Optical chains, beauty chains, malls, pharmacy — 150+ POS by Y1
  • Authorized online reseller: TikTok Shop VN + Shopee flagship — separate from moody DTC, complementary not competing
  • Own e-commerce: WinkyBaby runs a lifestyle-focused contact lens webstore — moody would be a flagship brand within our existing audience
  • Physical trial & discovery that online-only cannot create
  • Local team, local relationships, local logistics
=
Together

Total Vietnam Coverage

  • Online: moody DTC + WinkyBaby TikTok Shop, Shopee & own e-commerce
  • Offline: 150+ POS + branded kiosk network in high-footfall malls
  • O2O loop: discover online → try in-store → repurchase everywhere
  • One trusted local partner. Zero channel conflict.
"We are moody's offline arm — not a replacement for your DTC. We grow the market together."

The Self-Reinforcing Growth Loop

moody × WinkyBaby VIETNAM TikTok & KOLs Content & Discovery 40.9M VN adults on TikTok Offline Trial POS, Kiosks & Beauty Try-on builds trust First Purchase Offline & online conversion Trial packs lower the barrier Online Repurchase TikTok Shop & Shopee Loyalty & repeat purchase UGC & Reviews Community & advocacy Social proof amplifies reach

TikTok drives offline trial → trial converts to purchase → happy buyers create UGC → UGC feeds the next discovery cycle.

Vietnam Market &
moody Opportunity

Understanding the landscape — why Vietnam, why now, and why moody belongs here.

01

Vietnam Colored Contact Lens Market

~$200M
Est. Vietnam contact lens market 2024
SkyQuest $1.5B eyewear forecast (Jul 2023) × ~18–25% lens share
10.6%
Global colored lens CAGR 2024–2031
Cognitive Market Research, Mar 2026
12.6%
Asia-Pacific colored lens CAGR — fastest region globally
Cognitive Market Research, Mar 2026
40.9M
TikTok users in Vietnam (18+) — 55.6% of all adults
DataReportal: Digital 2025 Vietnam, Jan 2025

Market Trends

  • Colored contacts treated as everyday makeup — driven by K-beauty & Chinese Gen Z aesthetics spreading via TikTok/Douyin
  • ~23.8M Vietnamese aged 18–34 (Gen Z + young millennial) — the core colored lens buyer cohort — DataReportal, Jan 2025
  • TikTok is the #1 discovery channel — 55.6% of Vietnamese adults (18+) reachable via TikTok — DataReportal, Jan 2025
  • Rising disposable income in Tier 1 & Tier 2 cities accelerating premiumization
  • Shift from prescription-only mindset — consumers buying plano (zero power) lenses for aesthetics; regulatory gray zone creates trust advantage for certified brands

Online vs Offline Structure

  • Online (~60%): Shopee #1 by GMV; TikTok Shop #2 platform in Vietnam, surpassing Lazada in 2023 — Momentum Works, 2024
  • Offline (~40%): Optical stores, beauty chains, pharmacies growing — colored lens shelves underdeveloped
  • Offline drives trial, trust, and impulse — critical for new premium brand entry
  • O2O loop: discover on TikTok → try in-store → repurchase online

Fast-Growing Channels

TikTok Shop Vietnam

#2 platform by GMV (2023), 40.9M adult users. Live-stream selling & short-video discovery convert at high rates for beauty. Momentum Works 2024; DataReportal Jan 2025

Shopee & Lazada

#1 platform Shopee dominates. Korean lens brands well-established; no premium fashion-lens brand has claimed the space.

Beauty & Pharmacy Chains

Guardian, Hasaki, Pharmacity, Long Chau — high-footfall beauty retail expanding nationally. Contact lens SKUs minimal today.

Mall & Department Store

Vincom, Aeon Mall, Takashimaya, Lotte Mart — premium positioning, high Gen Z traffic. Vietnam eyewear market projected USD 1.5B by 2028. SkyQuest / R&M, Jul 2023

Who's in the Market

Brand Origin Positioning Price (USD eq.) Vietnam Channel
Olens Korea K-pop idol aesthetic $10–$18 / 10pk daily Shopee, Lazada, grey market
Hapa Kristin Korea Natural, influencer-led $14–$22 / 10pk Shopee, beauty stores
Pattie & Palette Korea Budget-mid, fashion $8–$14 / 10pk Shopee dominant
EOS / GEO Korea Budget, large DIA $5–$10 / pair (monthly) Optical stores, Shopee
Freshkon Singapore Mass market, comfort $8–$15 Pharmacies, optical chains
Local unbranded Vietnam/China Price-only $2–$6 Local optical, markets
moody China (Shanghai) Fashion-lifestyle, DTC $20–$28 / 10pk Online DTC (self-managed) — no offline partner yet

Key Observations

  • Korean brands (GEO, O-lens, Hapa Kristin) dominate online — commodity-positioned, no offline retail presence, no brand storytelling in VN
  • Acuvue Define (J&J) is the only certified brand with cosmetic intent, but positioned medically — no fashion identity
  • moody sells DTC online in Vietnam but has no offline retail partner — the physical channel is entirely unclaimed
  • moody's FDA/CE/ISO 13485 certification is a decisive trust advantage vs. grey-market imports at $2–$10 that dominate the low end

The White Space

The premium fashion-lifestyle colored lens segment is virtually unclaimed offline in Vietnam. Asia-Pacific is the fastest-growing colored lens region at 12.6% CAGR — and no brand with moody's positioning, safety credentials, or $188M backing has entered Vietnam's physical retail yet. Cognitive Market Research, Mar 2026

Where We Will Place moody

Channel Our Resources / Relationship Cooperation Model Timeline Target POS Key Cities
101 Eyewear Active Talks
Premium optical chain, 101eyewear.com
WinkyBaby in active distribution discussions — premium eyewear chain with strong offline presence & fashion-forward positioning aligned with moody Dedicated moody shop-in-shop or branded corner. Co-branded marketing. Staff product training Month 1–3 TBD HCMC, Hanoi
Optical Chains
(Mắt Kính Sài Gòn, local optical groups)
WinkyBaby has existing lens supply relationships with optical chains nationwide Dedicated moody shelf / display unit. Staff training by WinkyBaby team Month 1–3 30–40 HCMC, Hanoi, Da Nang
Beauty & Lifestyle Chains
(Guardian, Hasaki, Sociolla)
WinkyBaby has active brand partnerships in beauty retail; existing buyer relationships Category placement in beauty/accessories section. Branded display stand. Promoter support during launch Month 2–4 20–30 HCMC, Hanoi
Department Stores & Malls
(Vincom, Aeon Mall, Takashimaya, Lotte)
WinkyBaby has experience managing mall presence for brands; existing mall operator contacts Shop-in-shop or standalone kiosk. Premium brand zone placement Month 3–6 5–10 kiosks HCMC (District 1, 7), Hanoi
Mall Kiosks & Brand Activations WinkyBaby has executed brand activations; in-mall know-how via TrademarkLive events team Permanent kiosks + rotating activations at high-traffic malls, universities, beauty festivals Month 2 onwards (ongoing) 3–5 active at all times HCMC, Hanoi, Da Nang, Binh Duong
Pharmacy Chains
(Pharmacity, Long Chau, An Khang)
Contact lens category is emerging in pharmacy retail; WinkyBaby can open this channel SKU placement (daily essentials + bestsellers). FDA/CE certs as trust anchor Month 4–8 15–25 Nationwide
University Campus Stores Direct-to-Gen-Z channel; WinkyBaby can partner with campus retailers & student orgs Small display unit + QR-driven repurchase. Trial pack focus Month 5–9 10–15 HCMC, Hanoi

Recommended Offline Formats

Primary

Branded Kiosk

Best format for moody's aesthetic brand — visually striking, easy to scale, low commitment per location. Targeted at reputable high-footfall malls.

  • Size: 6–12 sqm island kiosk in premium mall atriums
  • Target malls: Vincom Đồng Khởi, Aeon Tân Phú, Takashimaya HCMC, Royal City Hanoi — Vietnam's highest-footfall premium destinations
  • Customer profile: Female, 18–28, fashion-conscious, TikTok user, spends 300K–1M VND (~$12–40) / visit on beauty
  • Monthly revenue target: 80–150M VND (~$3,200–6,000) / kiosk
  • Break-even: Month 4–6 from opening
  • Proven model: Mirrors moody's Hong Kong Langham Place franchise format

Shop-in-Shop (Beauty & Eyewear)

  • Format: Dedicated moody shelf/gondola inside Guardian, Hasaki, or 101 Eyewear stores
  • 101 Eyewear: Premium optical chain — in active distribution talks; fashion-forward audience perfectly aligned with moody
  • Investment: Branded display unit (WinkyBaby provides)
  • Monthly revenue: 30–60M VND (~$1,200–2,400) / location
  • Break-even: Month 3–5

Brand Activations & Events

  • Rotating activations at high-traffic venues — ongoing, not seasonal
  • Target: Beautyworld Vietnam, university fairs, fashion weeks, TikTok IRL events
  • moody photo booth / "find your #moodoftheday" activation
  • Trial pack gifting at events drives online repurchase loop
150–250M VND
Kiosk Setup (~$6–10K USD)
30–60M VND
Shop-in-Shop (~$1.2–2.4K USD)
20–50M VND
Pop-Up / Event (~$800–2K USD)
4–6 Mo
Kiosk Break-Even

Why We Can Deliver

Offline Operation Experience

  • Currently managing 100+ POS across Vietnam — proven retail ops capability
  • Existing contact lens distribution logistics & cold-chain where required
  • TrademarkLive's 7,000 sqft HCMC office houses warehousing, operations & brand teams

Team Structure

  • Dedicated moody Brand Manager (1 FTE from Day 1)
  • Regional sales managers: HCMC, Hanoi, Da Nang
  • Promoter/BA team: trained in-house, deployed to key POS
  • E-commerce team: TikTok Shop & Shopee management
  • MCM team: content creation, influencer coordination, paid media

Visual Merchandising & Retail Training

  • In-house VM team builds & installs branded display units per moody guidelines
  • Retail training program: product knowledge, try-on demos, TikTok content creation at POS
  • Monthly VM refresh cycle to maintain brand standards

Inventory & Replenishment

  • Centralized warehouse at HCMC HQ; satellite stock points in Hanoi & Da Nang
  • POS replenishment cycle: weekly (high-velocity items), biweekly (full range)
  • Real-time inventory tracking via TrademarkLive's operations system
  • Initial safety stock: 3-month supply across all active SKUs at launch

12-Month Plan

Q1 (M1–3)

Launch & HCMC Foundation

  • Import reg & regulatory clearance
  • KOL seeding: 30–50 creators (gifted)
  • 20 → 50 POS live in HCMC
  • TikTok Shop & Shopee flagship go-live
  • 1 mall kiosk (Vincom or Aeon)
Q2 (M4–6)

North Entry + Optimize

  • 50 → 80 POS (HCMC + Hanoi)
  • 2–3 kiosks total
  • Paid TikTok — trial pack push
  • Pharmacy chain pilot (10 locations)
Q3 (M7–9)

Tier 2 Cities + Back to School

  • 80 → 120 POS
  • Binh Duong, Can Tho, Hue entry
  • Back-to-school KOL wave
  • Specialty store feasibility
Q4 (M10–12)

Year-End Scale + Brand Moment

  • 120 → 150+ POS
  • Holiday 11.11 / 12.12 campaigns
  • Tet 2027 limited collection push
  • Annual performance review

Targets

M6 Checkpoint
POS 80+ · 3 cities
Monthly Revenue 300–500M VND (~$12–20K)
EOY Target
Total POS 150+
Kiosks / Shop-in-Shop 5–8
Cities 6+
Annual Revenue 4–6B VND (~$160–240K)
Social Followers 150,000+

Expansion Milestones

  • M1: Regulatory clearance + TikTok Shop live
  • M2: Official brand launch event (HCMC)
  • M3: First 50 POS active
  • M6: Hanoi fully established
  • M9: 3rd city (Da Nang) + Tier 2 entry
  • M12: 150+ POS, Tet 2027 activation

Our Proposed Partnership Terms

Distributor Structure

  • Role: Exclusive offline distributor + authorized online reseller for Vietnam
  • Entity: WinkyBaby / TrademarkLive (HCMC-registered company)
  • Term: 2-year initial term with renewal option
  • Offline exclusivity: All physical retail channels — optical, beauty chains, malls, pharmacy
  • Online: Authorized TikTok Shop & Shopee reseller; moody DTC store remains — we complement, not compete
  • Sub-distribution: WinkyBaby manages all sub-retailers — moody deals with one party

Minimum Commitments

  • Year 1 MOQ: To be agreed — proposed ~USD 200K–300K initial inventory
  • POS targets: 50 POS by M3, 150+ by M12
  • Online store: TikTok Shop + Shopee flagship live within 60 days
  • Brand investment: WinkyBaby commits dedicated moody brand budget (marketing + VM)

What We Ask from moody

  • Exclusive offline distribution rights for Vietnam + authorized online reseller status
  • Competitive FOB pricing — sufficient margin for multi-tier distribution
  • Brand asset access: product images, campaign creatives, logo files
  • Initial trial pack allocation for KOL seeding (1,000–2,000 pairs)
  • Dedicated HQ brand contact for approvals & support
  • Co-investment in launch event & grand opening marketing (agreed %)

Reporting & Transparency

  • Monthly sell-through reports by channel & SKU
  • Quarterly business review with moody HQ (in-person or video)
  • Real-time inventory visibility — moody can track stock levels
  • Consumer feedback loop: reviews, returns, VN-specific insights shared monthly

Let's Build moody Vietnam Together

Immediate

Distributor Agreement

Define exclusivity scope, territory (Vietnam), minimum order quantities, pricing structure, and brand guidelines.

Month 1

Regulatory & Import Setup

WinkyBaby files MOIT/MOH import registration for moody SKUs. Target: 60-day clearance.

Month 1–2

Soft Launch Preparation

KOL seeding, retail partner briefings, display unit production, TikTok Shop setup, first PO submitted.

Month 2–3

Official Vietnam Launch

Launch event (HCMC), first 20+ POS live, TikTok Shop & Shopee go-live, paid media campaign begins.

What We Need from moody

  • Exclusive distributor status for Vietnam territory
  • moody brand guidelines & visual assets
  • Initial SKU recommendation for Vietnam market
  • Marketing support budget co-investment (agreed %)
  • Dedicated moody HQ contact for ongoing coordination
  • Trial pack supply for KOL seeding & launch gifting

What moody Gets

  • 100+ POS from Day 1 pipeline — no cold start
  • Full MCM operations (online + offline) under TrademarkLive
  • Established regulatory & import pathway
  • Dedicated brand team in HCMC
  • 150+ POS within 12 months
×

Vietnam is ready
for moody.

WinkyBaby is ready to be the partner that makes it happen — with the network, infrastructure, and passion to build moody into Vietnam's leading fashion contact lens brand.

Contact
WinkyBaby / TrademarkLive
Ho Chi Minh City, Vietnam
[email protected]
CONFIDENTIAL · FOR MOODY USE ONLY