Diageo Plc · LSE:DGE
Diageo — Investor Presentation (April 2019)
10 slides from Diageo's investor presentation, Apr 11, 2019
Slide 1: Diageo Latin America & Caribbean Presidents Call
DIAGEO LATIN AMERICA & CARIBBEAN PRESIDENTS CALL 11TH APRIL 2019
Slide 2: Positive demographic and socio-economic fundamentals with LAC continue to underpin the opportunity
POSITIVE DEMOGRAPHIC AND SOCIO-ECONOMIC FUNDAMENTALS WITH LAC CONTINUE TO UNDERPIN THE OPPORTUNITY ~7m new LPA+ consumers pre year* Latin America’s Middle Class** Expansion: 2008- Millions of people 2018 +0.9% 2017 2022 660 631 +1.5% 474 441 LPA population Total population *Total LAC / **Households
Slide 3: Spirits volume growth at premium and above price points expected to grow ahead
SPIRITS VOLUME GROWTH AT PREMIUM AND ABOVE PRICE POINTS IS EXPECTED TO GROW AHEAD OF TBA Spirits Value by Price Point* Other Diageo Low-Price Value Standard Premium Super Premium Ultra Premium Prestige + Spirits Volume Forecast CAGR (1.1)% 0.3% 2.5% 5.8% 5.4% 6.5% 6.7% 2017-2022* Source: IWSR 2017 3
Slide 4: Diageo drove >3/4 of Scotch category value growth in 2017
DIAGEO DROVE >3/4 OF SCOTCH CATEGORY VALUE GROWTH IN 2017 Scotch retail value growth USD million 4,119 62 196 3,861 2016 Diageo Other 2017 Source: IWSR 2017 4 * Confidential *
Slide 5: Johnnie Walker continues its growth trajectory, +8% in H1
JOHNNIE WALKER CONTINUES ITS GROWTH TRAJECTORY, +8% IN H1 JOHNNIE WALKER BLACK HIGHBALL JOHNNIE WALKER POP UP STORES ACROSS EXPERIENCE MEXICO PEBAC POP-UP STORES WENT INTO THE 4 OF THE MOST EXCLUSIVE MALLS REACHED >7 MILLION CONSUMERS OVER THE CHRISTMAS REACHED >2 MILLION CONSUMERS PERIOD 5 * Confid
Slide 6: Old Parr relaunch F19: Colombia
OLD PARR RELAUNCH F19: COLOMBIA FLIPPING THE SCRIPT FLIPPING THE SCRIPT FLIPPING THE SCRIPT FLIPPING THE SCRIPT OF THE CURRENT IN COMMS OF THE OCCASION WITH INNOVATION IMAGE Have a plan Tell a story EXPERIENTIAL ACTIVATION INCREASED SHELF AN 18 YO CRAFTED BLEND OF TESTED ABOVE DIAGEO OUR FINEST SCOT
Slide 7: Accelerating diversification into other spirits categories: gin
ACCELERATING DIVERSIFICATION INTO OTHER SPIRITS CATEGORIES: GIN CCA: Tanqueray embedded into World Class Brazil: Sao Paulo Tanqueray Mixed Gin Bar and Cocktail Festival 7 * Confidential *
Slide 8: Innovation: an increasingly important contributor to growth
INNOVATION: AN INCREASINGLY IMPORTANT CONTRIBUTOR TO GROWTH 8 * Confidential *
Slide 9: The opportunity to convert consumers to spirits
THE OPPORTUNITY TO CONVERT CONSUMERS TO SPIRITS THE BEST CAIPIROSKA IN BRAZIL 9 * Confidential *
Slide 10: We continue to improve our route to consumer
WE CONTINUE TO IMPROVE OUR ROUTE TO CONSUMER No. of outlets meeting minimum product No. of outlets meeting minimum activation assortment standards +32.4% +55.4% F17 F18 F19 F17 F18 F19 Source: Diageo internal numbers 10 * Confidential *