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 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

Two Founders. One Complete O2O Operation.

Co-Founder · Optical & Distribution
David Lim
OEM Optical · G Optical SG · WinkyBaby
1998

OEM Optical Pte Ltd

Pan-Asia eyewear OEM — frames, sunglasses & coloured contact lenses across SEA.

2010s

Paris Hilton Eyewear — Licensed Distributor

Licensed manufacturer & regional distributor of Paris Hilton frames, sunglasses & coloured contacts across SEA (Indonesia, Malaysia, 31+ countries). Also: Hummer, Celebrity Icons.

"We are honoured to bring Paris's vision to life in frames, sunglasses and coloured contact lenses."

— David Lim, OEM Optical

2021

G Optical Singapore — 6 Locations

G OPTICAL PTE. LTD. (UEN: 202124326H) — 4 SG outlets + 2 Malaysia. 30+ licensed brands.

2023

WinkyBaby Vietnam — Co-Founder

100+ POS built across Vietnam. Optical distribution network & brand relationships.

Co-Founder · Digital & Technology
Zave Huang
Skubbs · Vanice Advisory · WinkyBaby
IBM · 14 yrs

IBM Singapore — IT Service Manager

Enterprise IT across DBS, Ministry of Manpower, McDonald's, Maybank, UOB. Governance, risk & change management at scale.

2008

Smoov / SmoovPay — Co-Founder

Built Singapore's first 3D Secured Mobile Payment gateway. O2O commerce platform; official StarHub partnership for Treats & Deals.

2013

Skubbs Private Limited — Founder & CEO

Enterprise software & AI platform. Clients: SAFRA, HomeTeamNS, Fullerton Healthcare, Aon, PUB. Products: SkubbsMate™ AI dev platform, AskVava AI compliance assistant.

2022

PayBolt — CEO · Web3 Fintech

Crypto merchant payment gateway. Outstanding Leadership Award — Internet 2.0 Conference, Las Vegas 2022.

2023

WinkyBaby Vietnam — Co-Founder

Brings digital infrastructure & tech platform to WinkyBaby's Vietnam expansion.

Together

David covers
Optical sourcing · brand licensing · retail relationships · 100+ POS network
Zave covers
Digital infra · TikTok MCN · e-commerce · tech platform · data ops
= Full O2O stack
Offline network + digital engine. moody gets one partner for everything.

Why it matters

  • Celebrity contact lens licensing already done (Paris Hilton) — not new territory
  • Enterprise-grade tech ops (SAFRA, IBM) running WinkyBaby's backend
  • Singapore-registered entities = transparent legal counterparty
  • Fintech + Web3 background = comfortable with cross-border payments & international ops

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.

80B
Base Case 80B VND (~$3.2M) by Year 3 — up to 100B VND (~$4M) bullish

Driven by 150+ POS, 6–8 premium mall kiosks, MCN TikTok creator network, and authorized online reseller across 6+ cities.

"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

Shopee #1 GMV TikTok Shop VN #2 · 40.9M Beauty Chains Expanding ↑ Mall & Dept Store $1.5B mkt Bar width = relative reach/scale · Sources: Momentum Works 2024, DataReportal 2025, SkyQuest 2023

Who's in the Market

BrandOriginPositioningPrice (USD eq.)Vietnam Channel
OlensKoreaK-pop idol aesthetic$10–$18 / 10pk dailyShopee, Lazada, grey market
Hapa KristinKoreaNatural, influencer-led$14–$22 / 10pkShopee, beauty stores
Pattie & PaletteKoreaBudget-mid, fashion$8–$14 / 10pkShopee dominant
EOS / GEOKoreaBudget, large DIA$5–$10 / pair (monthly)Optical stores, Shopee
FreshkonSingaporeMass market, comfort$8–$15Pharmacies, optical chains
Local unbrandedVietnam/ChinaPrice-only$2–$6Local optical, markets
moodyChina (Shanghai)Fashion-lifestyle, DTC$20–$28 / 10pk Online DTC (self-managed) — no offline partner yet
WHITE SPACE ◀ Budget Premium ▶ ▲ Fashion-Lifestyle Functional ▼ Local EOS/GEO P&P Freshkon Olens Hapa K. Acuvue moody BRAND POSITIONING MAP

moody alone occupies the premium fashion-lifestyle quadrant offline — APAC fastest-growing colored lens market at 12.6% CAGR, zero offline incumbent.

Where We Will Place moody

ChannelOur Resources / RelationshipCooperation ModelTimelineTarget POSKey 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 1–3TBDHCMC, 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 1–330–40HCMC, 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 2–420–30HCMC, 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 3–65–10 kiosksHCMC (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 timesHCMC, 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 4–815–25Nationwide
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 5–910–15HCMC, 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
  • 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

How We Build the Brand in Vietnam

Offline · Premium Kiosk
6–8 kiosks in Vincom, Aeon, Takashimaya by Y1 EOY
MCN TikTok · Creator Network
100+ creators/month across 4 KOL tiers
Online Channel · Product Drops
TikTok Shop + Shopee flagship + Tet limited editions

TikTok MCN Strategy

Mega KOL (1M+ followers)
2–3 per quarter · Paid · Anchor brand narrative
Mid KOL (100K–1M)
10–15 per month · Sponsored + gifted · Product reviews
Micro KOL (10K–100K)
30–50 per month · Gifted · GRWM, OOTD, try-on hauls
Nano (1K–10K)
100+ per month · UGC community · Organic amplification
Formats: GRWM · Color challenge · Before/After · Unboxing drops · KOL-exclusive colorways

Offline Activation Ideas

  • "Find Your Mood" kiosk try-on: Color-coded lenses by mood archetype — customers try, staff encourage TikTok post at kiosk (UGC flywheel)
  • BA (Beauty Advisor) team: moody-trained specialists at all kiosks + top 20 POS; target 1 conversion per 3 try-ons
  • $1 trial pack drop: 5-pair daily sampler of 5 shades — breaks first-purchase barrier; QR drives online repurchase
  • Beauty event pop-ups: Beautyworld Vietnam, university fairs, TikTok IRL events — "moody #moodoftheday" photobooth
  • POS as content studio: Train POS staff to create TikTok at display; every shelf becomes a content touchpoint

Campaign Calendar Y1

M1–2
Vietnam Launch Event
HCMC media launch · 20 POS live · TikTok Shop + Shopee go-live · 30 gifted KOLs seeded
M3
First Kiosk Opening
Vincom Đồng Khởi or Aeon Tân Phú · KOL invite · media coverage
M6
Hanoi Entry + M6 Review
North Vietnam launch · 80 POS milestone · HQ performance checkpoint
M8–9
Back-to-School Wave
Campus activations · Gen Z KOL push · trial pack campus drop
11.11
Shopping Festival
TikTok Shop flash sale · Shopee bundle deals · 150+ POS stocked for peak
M12
Tet 2027 Limited Collection
Request moody HQ for VN-exclusive Tet SKU · gift set push · Year 1 wrap

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
POS80+ · 3 cities
Monthly Revenue1.5–2.5B VND (~$60–100K)
EOY Target
Total POS150+
Kiosks / Shop-in-Shop5–8
Cities6+
Revenue Y1 → Y3$1.1M → ~$3.2M (base case)
Social Followers150,000+

Revenue Projection · 3 Scenarios

30B 60B 90B 120B B VND 88B 125B 165B Year 1 Year 2 Year 3 Conservative (28/52/88B) Base (42/75/125B) Bullish (62/105/165B)

1 USD ≈ 25,000 VND · Conservative / Base / Bullish scenarios · Ref: moody Vietnam DTC online alone ≈ 21B VND/yr (1.5M RMB / 3 mo)

Economics That Work at Every Tier

Price Waterfall · Per 10-Pack Daily

Indicative model — FOB to be confirmed. Based on moody's current Vietnam consumer DTC price (~550K VND / $22 per 10-pack daily).

moody FOB
200K VND  · $8
↓ +50K duties & freight
WB Landed Cost
250K VND  · $10
↓ +100K WB margin(29%)
WB → POS Wholesale
350K VND  · $14
↓ +200K POS margin(36%)
Consumer Retail
550K VND  · $22
WinkyBaby gross margin
29%
100K VND / box
POS retail margin
36%
200K VND / box
Kiosk break-even
M4–6
From kiosk opening

moody's Vietnam Revenue by Scenario

moody FOB revenue ≈ 65% of WinkyBaby channel revenue (product cost layer). WinkyBaby channel revenue = all channels at wholesale/reseller price. Benchmark: moody Vietnam DTC online alone = ~21B VND/yr — WinkyBaby offline + authorized online builds incremental reach on top of proven demand.

ConservativeBase Case ★Bullish
WB Revenue Y128B VND42B VND62B VND
moody FOB Rev. Y1~18B ($720K)~27B ($1.08M)~40B ($1.6M)
WB Revenue Y388B VND125B VND165B VND
moody FOB Rev. Y3~57B ($2.28M)~81B ($3.24M)~107B ($4.28M)

Scenario Assumptions & Benchmarks

CONSERVATIVE
Avg 55 POS active · 3 kiosks EOY · 50% sell-through vs. target · Slow TikTok traction
Ref: budget Korean lens brands achieve $150–200K/yr at comparable SEA market entry
BASE CASE
Avg 75 POS · 6 kiosks EOY · 200+ MCN creators/month · 75% sell-through
TikTok Shop #2 platform VN (Momentum Works 2024) · 12.6% APAC CAGR (Cognitive Research, Mar 2026)
BULLISH
Avg 90 POS · viral KOL moment · TikTok Shop GMV spike · Tet collab viral
VN TikTok Shop beauty 5× GMV (2023, Momentum Works) · moody 0.3% share = 10B+ online

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: USD $200,000 initial purchase order (~25,000 boxes) — approx. 5–6 months safety stock across 150 POS at launch velocity; rolling quarterly replenishment thereafter
  • 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

Today's Ask

Sign the Letter of Intent

A one-page LOI appointing WinkyBaby as moody's exclusive Vietnam offline distributor + authorized online reseller. No lengthy negotiation needed today — just agreement in principle. Full distribution agreement to follow within 30 days.

Month 1

First PO + Import Logistics

No regulatory delay: moody already actively sells direct-to-consumer in Vietnam and has completed the necessary regulatory clearances. WinkyBaby focuses immediately on first purchase order submission, shipping timeline, and HCMC warehouse setup.

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
  • Zero regulatory delay — moody's Vietnam clearance already in place (active DTC sales)
  • 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