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Pernod Ricard Sa — Investor Presentation (December 2017)

13 slides from Pernod Ricard Sa's investor presentation, Dec 13, 2017

  1. Slide 1: Pernod Ricard North America Conference Call

    M CF Pernod Ricard Créaleurs de conmivialité PERNOD RICARD NORTH AMERICA CONFERENCE CALL Paul Duffy - Chairman and CEO, Pernod Ricard North America December 13, 2017

  2. Slide 2: -2.6pts +1.2pts +1.4pts

    Δ +3.3% +2.0% -2.6pts +5.3% +1.2pts +4.4% +1.4pts 2

  3. Slide 3: Spirits market stabilizing at c. +3-4%

    SPIRITS MARKET STABILIZING AT C. +3-4% NIELSEN & NABCA VALUE TRENDS MAT % CHANGE 6.9 Pie)

  4. Slide 4: Spirits industry growth engines

    SPIRITS INDUSTRY GROWTH ENGINES MAT % $ Value TEQUILA, COGNAC & WHISKY DRIVING THE MARKET MR2YA @R2 10 24 Total spirits C9 Tequila Whisky Vodka Gin Cordials += Rum SUSTAINED PREMIUMIZATION AS CONSUMERS TRADE UP. 5.5 Total Ultra Premium - Premium-Super Spirits Prestige Premium Value-Standard DC + Liq

  5. Slide 5: Pernod Ricard USA closing its gap to overall market

    PERNOD RICARD USA CLOSING ITS GAP TO OVERALL MARKET NIELSEN VALUE % CHANGE - PERNOD RICARD VS. TOTAL MARKET

  6. Slide 6: Pernod Ricard USA transformation journey

    PERNOD RICARD USA TRANSFORMATION JOURNEY DECENTRALIZATION FOCUS ON BIG BETS BRAND OF STATE RESOURCES INNOVATION & DIGITAL INCUBATION adefft! fi 7 Innovations resonating with Expanded in-market resourcing core consumers Dedicated unit, bolstered with and increased focus accelerating acquisitions, gro

  7. Slide 7: Double digit gains stabilize healthy growth

    DOUBLE DIGIT GAINS STABILIZE HEALTHY GROWTH

  8. Slide 8: Continued double digit growth

    CONTINUED DOUBLE DIGIT GROWTH ROBUST GAINS IN A STRONG ae COMPETITIVE ENVIRONMENT; . whee FASTEST GROWING WHISKY BY ; ABSOLUTE $ INCREASE* CELEBRATING 3 MILLION CASES RECRUITING NEW CONSUMERS THROUGH INNOVATION Ai VEBARRELS — AAMAS = 8 BUILDING ON FOUNDATION OF eesti Ve: aT BARTENDER ADVOCACY ‘ AND

  9. Slide 9: Brand not yet stabilized within a challenging category

    BRAND NOT YET STABILIZED WITHIN A CHALLENGING CATEGORY ABSOLUT LIME THE #1 YEAR ONE INNOVATION* wade ENHANCING KEY GALVANIZING EVENTS WITH CONSISTENT MESSAGING ACROSS TOUCHPOINTS THROUGHOUT THE YEAR He GRAMMYS PREMIUMIZING THE FRANCHISE THROUGH ABSOLUT ELYX

  10. Slide 10: Bold brand relaunch for the modern cognac drinker

    BOLD BRAND RELAUNCH FOR THE MODERN COGNAC DRINKER SUCCESSFUL LAUNCH OF VSSD CORE EXTENSION PREMIUMIZI N CONNECTIN H BOURBON DRINKERS VIA BLUE SWIFT** ENGAGING CORE CONSUMERS THROUGH —— “HOME” ACTIVATIONS IN Martell +27%* SELECT MARKETS

  11. Slide 11: Super Premium Ultra Premium

    Super Premium Ultra Premium 11

  12. Slide 12: Good performance in a mature Canadian market

    GOOD PERFORMANCE IN A MATURE CANADIAN MARKET CORE BRANDS LEADING CANADIAN GROWTH eo JACOBS CREEK

  13. Slide 13: Pernod Ricard is well positioned to win in North America

    PERNOD RICARD IS WELL POSITIONED TO WIN IN NORTH AMERICA aN RY se eS Pernod Ricard Créaleurs de comivialité ORGANIZATION STRONG & COMPREHENSIVE TRANSFORMATION WELL PORTFOLIO WITH JAMESON ADVANCED AS A GROWTH ENGINE NA ——-

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