Mercedes-benz Group Ag · XETR:MBG
Mercedes-benz — Investor Day (2022)
22 slides from Mercedes-benz's investor day presentation, 2022
Slide 1: The Soul of Mercedes-Benz
THE SOUL OF MERCEDES-BENZ Our strategic principles as a luxury company Chief Executive Officer Mercedes-Benz
Slide 2: Forward-looking statements
The following presentation contains forward-looking statements that reflect management's current views with respect to future events. Such statements are subject to many risks and uncertainties. If the assumptions underlying any of these statements prove incorrect, then actual results may be materia
Slide 3: Our strategy is based on desire
Our strategy is based on desire Our goal: We will build the world’s most desirable cars Think Driven by a highly qualified and motivated team Sustainability, integrity and diversity as our foundation
Slide 4: Focus of this strategy update
Focus of this strategy update Our goal: We will build the world’s most desirable cars Think Driven by a highly qualified and motivated team Sustainability, integrity and diversity as our foundation
Slide 5: Pillar 1: Think and act like a luxury company
PILLAR 1 Think and act like a luxury company
Slide 6: Identity: What is the soul of Mercedes-Benz?
Identity: What is the soul of Mercedes-Benz? “We provide our customers with an emotional experience based on timeless design, superior technology and attention to detail. A Mercedes-Benz evokes desire and gives our customers the rewarding feeling of belonging to something special.”
Slide 7: Heritage: Mercedes-Benz is built on constant reinvention
Heritage: Mercedes-Benz is built on constant reinvention The original and most valuable luxury car brand Source: Interbrand Best Global Brands 2021
Slide 8: ... and it all started on a race track in Nice
… and it all started on a race track in Nice 37% female The power of F1 for our brand 823 m 54% under 35 fans
Slide 9: Zeitgeist relevance: There's no luxury without sustainability
Zeitgeist relevance: There’s no luxury without sustainability Our sustainability goals: 2022 2025 2030 2039 CO2-neutral Up to ready to go all Carbon production 50% xEVs electric where market neutrality conditions allow
Slide 10: Pillar 2: Focus on profitable growth
PILLAR 2 Focus on profitable growth Mercedes-Benz presentation template | July 2021 10
Slide 11: Growth: The luxury segment is resilient, profitable and accelerating
Growth: The luxury segment is resilient, profitable and accelerating Adults with wealth above USD 1 m Wealth growth even in mature markets (individuals in million) (individuals in million) 84 North America 22 28 56 Europe 16 24 China 5 10 2020 2025 Source: Credit Suisse, Global Wealth Report 2021
Slide 12: Scarcity: Semi shortage will pass, our pricing discipline will stay
Scarcity: Semi shortage will pass, our pricing discipline will stay
Slide 13: Distribution: More direct control over our sales channels
Distribution: More direct control over our sales channels One of our goals: >80% Direct Sales in Europe by 2025 [Mercedes-Maybach GLS 600 4MATIC | WLTP: Kraftstoffverbrauch kombiniert: 13,4‒13 l/100 km | CO₂-Emissionen kombiniert: 305‒296 g/km | mb4.me/DAT-Leitfaden]
Slide 14: Focus: Redefining our business starts with reshaping our portfolio & mix
Focus: Redefining our business starts with reshaping our portfolio & mix Top-End Luxury Expand & Enhance Core Luxury Grow & Refine Entry Luxury Focus & Elevate 2019 2026 Schematic illustration
Slide 15: Pillar 3: Expand our customer base
PILLAR 3 Expand our customer base by growing Top-End Luxury
Slide 16: Exclusivity: Significant progress with our top-end vehicles
Exclusivity: Significant progress with our top-end vehicles +30% Top-end vehicle unit sales in 2021 1 2 16
Slide 17: ... and increasingly electric with even more conquest potential
… and increasingly electric with even more conquest potential ~60% Expected growth of top-end vehicle share 1 of total Mercedes-Benz sales 2019-2026 2
Slide 18: Dedication: Increasing brand awareness through collaborations and unique retail concepts
Dedication: Increasing brand awareness through collaborations and unique retail concepts
Slide 19: X-Factor: More individualisation for the top-end of our portfolio
X-Factor: More individualisation for the top-end of our portfolio and ultra exclusive collectibles ONE-OFFS COLLECTIBLES INDIVIDUALISATION
Slide 20: Our strategic direction is clear
Our strategic direction is clear not conglomerate not volume-driven not mainstream expansion not generic and fragmented not shared mobility all out of ICE
Slide 21: Bottom line
Bottom line We cannot control macro- or world events. But we are redesigning & repositioning Mercedes-Benz to ensure a structurally more profitable company.
Slide 22: Disclaimer
Disclaimer This document contains forward-looking statements that reflect our current views about future events. The words “anticipate,” “assume,” “believe,” “estimate,” “expect,” “intend,” “may,” ”can,” “could,” “plan,” “project,” “should” and similar expressions are used to identify forward-lookin