Slide 1: AB InBev Investor Seminar 2018
ABInBev INVESTOR SEMINAR 2018
Slide 2: Legal Disclaimers
Legal Disclaimers Certain statements contained in these presentations that are not statements of historical fact constitute forward-looking statements, notwithstanding that such statements are not specifically identified. In addition, certain statements may be contained in the future filings of the
Slide 3: David Kamenetzky, Chief Strategy & External Affairs Officer
• Born in Binningen, Switzerland DAVID KAMENETZKY • 2 years in our company • Favorite Beer: Patagonia Chief Strategy & External Affairs • I’m most proud of our truly Officer global footprint
Slide 4: Our Dream is to Bring People Together for a Better World
Our Dream is to Bring People Together for a Better World We are building a company to last, brewing beer and building brands that will continue to bring people together for the next 100 years and beyond
Slide 5: Companies are expected to play a role and take action on relevant issues
We understand our environment and competitive landscape, anticipate trends and expectations of stakeholders Companies are expected to play a role and take action on relevant issues
Slide 6: We are in the driver's seat! Leading the way
We are in the driver’s seat! Transforming uncertainty into opportunities Leading the way • Talent • Closing Gaps • Continuous Improvement • Global Reach
Slide 7: We have great foundations to win
We have great foundations to win Dream • People • Culture Passion for Beer Sustainability Smart Drinking Road Safety 7
Slide 8: Our people are our most important competitive advantage
Our people are our most important competitive advantage We are committed to recruiting, developing and retaining the best talent
Slide 9: Smart Drinking Goals 2025 as part of our commercial strategy
Smart Drinking Goals 2025 as part of our commercial strategy Our Focus • Innovation • Evidence-based • Collaboration / Partnerships • Embedded in our business
Slide 10: 2025 Smart Drinking Goals as part of our commercial strategy
2025 Smart Drinking Goals as part of our commercial strategy Our Focus • Innovation • Evidence-based • Collaboration / Partnerships • Embedded in our business
Slide 11: NABLAB volume growth from ~5% in 2015 to ~8% in 2018
Country NABLAB % Key Brands 2017 Colombia ~27% Aguila Cero, AguilaLight, Cola y Pola NABLAB Volume growth from ~5% in 2015 to ~8% in 2018 Australia ~23% Great Northern, Carlton LA, Cascade Premium Light Five of our markets have met and exceed China ~23% Budweiser LA, Harbin LA, Sedrin LA the 20% bee
Slide 12: We have developed a strong NABLAB portfolio
We have developed a strong NABLAB portfolio No-alcohol beer has a great taste profile and frequently allows a premium and lower excise
Slide 13: Beer demands a different regime
Beer demands a different regime Significantly lower alcohol content Excise policies can stimulate NABLAB category, encourage Greater economic impact due innovation and to extensive value chain incentivize consumers Higher costs of producing and delivering to POCs and consumers
Slide 14: Consumers get access to a safe, quality, moderate alcohol choice
Mozambique 66,3% Malawi 61,0% • Consumers get Uganda 61,0% access to a safe, Tanzania 50,7% quality, moderate Dominican Rep. Brazil 29,1% 28,4% alcohol choice Peru 27,0% Ecuador 27,0% • We work to reduce South Africa 22,9% informal alcohol Colombia El Salvador 22,5% 22,0% Honduras 20,4% • Excessive
Slide 15: Affordable beer projects with local sourcing demand lower excise tax
Affordable beer projects with local sourcing demand lower excise tax and may lift consumers out of informal market A winning strategy: • New economic activity for local producers • Incremental revenue for AB InBev • Governments collect additional taxes • Consumers have access to safe and high-qualit
Slide 16: We want to reduce harmful consumption of alcohol
We want to reduce harmful consumption of alcohol and contribute to sustainable growth of our business • Lead the way in partnering for solutions to complex problems • Positively influencing behaviour, providing information and offering high-quality choices to consumers
Slide 17: 1.25 million lives lost and 50 million people injured every year
1.25 million lives lost and 50 million Road safety is close to people injured every year our business and to our people • We have supported drink driving laws and enforcement • Knowledge to leverage through powerful coalition • Replicable and scalable solutions
Slide 18: Linking our efforts to the UN Sustainable Development Goals 2030
We are linking our efforts to the UN Sustainable Development Goals 2030 Integral development of communities is aligned with our future growth
Slide 19: Tony Milikin, Chief Procurement and Sustainability Officer
• Born in USA TONY • 9 years in our Company MILIKIN • Favorite Beer: Brahma Choppe Chief Procurement and Sustainability • I’m most proud that Officer “Sustainability is our Business”
Slide 20: Sustainability makes business sense
Sustainability makes business sense Operationally… and Commercially… LICENSE TO GROW CONSUMERS SUPPLY SECURITY INNOVATION
Slide 21: Sustainability is about long-term resilience
Sustainability is about long-term resilience Our job has always been to put great beer in consumers’ hands, securing crops, ensuring water supply while reducing operational & regulatory risk 2010-2012 Goals: 100% Achievement 2013-2017 Goals: 100% Achievement
Slide 22: Helping us mitigate risk and create value
Helping us mitigate risk and create value Our pursuit of excellence and passion for brewing highest quality beer present emerging challenges but also opportunities Investing in partnerships Using analytics to improve in high stress areas barley quality & local sourcing
Slide 23: Consumers increasingly reward sustainable brands
Consumers increasingly reward sustainable brands We know consumers want and expect sustainable products. Our own best practices are proof – with Stella Artois spearheading the effort “Buy A Lady A Drink” campaign in partnership with Water.org has resulted in significant positive brand health impact
Slide 24: Sustainability drives innovation
Sustainability drives innovation We want to be here for the next 100+ years. We need innovation to stay relevant, competitive and differentiated
Slide 25: Smart agriculture, water stewardship, circular packaging, climate action
SMART WATER AGRICULTURE STEWARDSHIP 100% of our 100% of our direct communities in high farmers to be stress areas to have skilled, connected measurably and financially improved water empowered availability and quality CIRCULAR CLIMATE PACKAGING ACTION 100% of our 100% of our products in purchased el
Slide 26: We have launched 100+ Accelerator last week
We have launched 100+ Accelerator last week Aiming to identify and drive new sustainability innovation opportunities globally – for our business and for the world We know we cannot reach our We are global, but we operate locally: The world needs more investment & Sustainability goals without we can
Slide 27: We will pilot solutions locally across our zones, then scale up
We will pilot solutions locally across our zones, then scale up partners with viable solutions 100+ Accelerator Launch & Model Open to VCs & institutional investors Internal & Post-product Seed / external pitch Series A Selected Most relevant to 2025 goals & external to ABI partners announced Open c
Slide 28: We are ready for the future…
We are ready for the future… 1 Our distinctive culture and outstanding talent have brought us here 2 As owners, we take results personally and continue to innovate to drive topline growth 3 We view Smart Drinking as a differentiator; and recognize that harmful drinking is bad for society and our bus
Slide 29: We are building a company to last
We are building a company to last. Not just for a decade. But for the next 100+ years...