Altria Group, Inc. · NYSE:MO
Altria — Investor Day (March 2023)
15 slides from Altria's investor day presentation, Mar 23, 2023
Slide 1: Scott Myers, President and CEO, AGDC
Scott Myers President and CEO, AGDC
Slide 2: World Class Manufacturing Capabilities
World Class Manufacturing Capabilities 2 | For Investor Purposes ONLY | Investor Day 2023 | 3.23.2023
Slide 3: World Class Manufacturing Capabilities
World Class Manufacturing Capabilities 3 | For Investor Purposes ONLY | Investor Day 2023 | 3.23.2023
Slide 4: Strong and Resilient Supply Chain
Strong and Resilient Supply Chain We have strong relationships with our growers and suppliers, and we expect to strengthen these partnerships as our business evolves. 4 | For Investor Purposes ONLY | Investor Day 2023 | 3.23.2023
Slide 5: Efficient Distribution System (98% Order Fulfillment)
Efficient Distribution System (98% Order Fulfillment) > 1 Million Square Feet Of Dedicated Warehouse Space 900 Direct Wholesale Customers “Marlboro makes 1-Day Transit Time For the Truck Go!”1 95% of Altria Operating Company Volume 1 Quote attributed to distribution partner 5 | For Investor Purposes
Slide 6: Wholesale Inventory Levels
Wholesale Inventory Levels Estimated PM USA Inventory Levels (in Billions of Units) PM USA Wholesale Leaders Update 4 3.4 3.1 3.0 3.0 2.6 2.6 2.5 2.5 2.5 2.4 2.4 2.4 2.1 1 Q4 '19 Q1 '20 Q2 '20 Q3 '20 Q4 '20 Q1 '21 Q2 '21 Q3 '21 Q4 '21 Q1 '22 Q2 '22 Q3 '22 Q4 '22 Source: STARS outbound, CRA Retail In
Slide 7: U.S. Tobacco Retail Landscape
U.S. Tobacco Retail Landscape ATC Shopping Behavior Tobacco Volume by Nielsen County (When Purchasing Tobacco Products) (FY 2022) No Store Preference 9% 2-3 Preferred Stores 16% More Metro More Rural 31% 29% 21% 19% 1 Preferred Store 75% Nielsen A Nielsen B Nielsen C Nielsen D Source: CMII Path to P
Slide 8: Established Trade Partnerships
Established Trade Partnerships Account Images shown for illustrative purposes only. Third party trademarks are the property of their respective owners and are included for informational purposes only. 8 | For Investor Purposes ONLY | Investor Day 2023 | 3.23.2023
Slide 9: Best-In-Class Sales Force
Best-In-Class Sales Force % of retailers that rate Altria sales Field Sales Account Management representatives as “better than” other CPG companies 74% 61% 1,100+ 1100+ Sales Sales Managers Managers Teams Support 340 Support 200,000 Stores Retail Accounts Over 1,600 Sales Personnel Store Level Accou
Slide 10: Mutually Beneficial Trade Programs
Mutually Beneficial Trade Programs Underage Prevention at Retail % of PM USA Volume 98% 80% Retailer Choice In-Store We Card™ Signage* Product Volume Participating in Age Validation Technology** *Source: Trax IR Age Verification, FY 2022. 98% of contracted stores have We Card or equivalent signs pla
Slide 11: Revenue Growth Management (RGM)
Revenue Growth Management (RGM) Today National Product Specific State Level RGM Store Level RGM Promotions Promotions 11 | For Investor Purposes ONLY | Investor Day 2023 | 3.23.2023
Slide 12: Store Level RGM – PM USA Strategic Options
Store Level RGM – PM USA Strategic Options Store Group A Store Group B Lower Promotional Resources Higher 12 | For Investor Purposes ONLY | Investor Day 2023 | 3.23.2023
Slide 13: Responsible Digital Consumer Engagement
Responsible Digital Consumer Engagement Step 1: Electronic Age & Identity Verification Step 2: Access to Brand Messaging on Retailer Owned Digital Platforms on Retailer Owned Digital Platforms Once Verified 21+ Third party trademarks are the property of their respective owners and are included for i
Slide 14: Broad Reach Among Adult Tobacco Consumers
Broad Reach Among Adult Tobacco Consumers Revenue Growth Trade Programs Management ATC Database Proprietary Digital Platforms 14 | For Investor Purposes ONLY | Investor Day 2023 | 3.23.2023
Slide 15: Listen to the panel discussion via the webcast replay
Listen to the panel discussion via the webcast replay on www.altria.com.