Pernod Ricard Sa · EURONEXT:RI
Pernod Ricard Sa — Investor Day (May 2013)
19 slides from Pernod Ricard Sa's investor day presentation, May 28, 2013
Slide 1: Excellence in Asia Travel Retail
Thibaut de Poutier de Sone, Managing Director of Pernod Ricard Asia Duty Free Excellence in Asia Travel Retail 28 May 2013
Slide 2: Agenda
Agenda - Showcase - Value Engine - Chinese Travellers - Pernod Ricard Asia Travel Retail 2
Slide 3: Travel retail showcase
Travel retail showcase 3
Slide 4: Agenda
Agenda - Showcase - Value Engine - Chinese Travellers - Pernod Ricard Asia Travel Retail 4
Slide 5: Asia Pacific - the largest and fastest growing TR region globally
Value engine Asia Pacific - the largest and fastest growing TR region globally Travel Retail Value 2010-16 (Billion USD) 76.0 CAGR 10-16 1 9% 7 14% 16 10% 49.4 39.0 1 4 Africa 22 8% 1 3 11 Middle East Americas 9 16 Europe 14 30 15% 19 Asia Pacific 13 2010 2012 2016 Source: Generation Research (2012
Slide 6: Asia Pacific - 90% of TR wine & spirits growth
Value engine Asia Pacific - 90% of TR wine & spirits growth Wine & Spirits Travel Retail Value Growth Contribution 2011– 12 (Million USD) 3% 8,124 11% 14 90% -13% 9% 50 63 44 424 7,655 2011 Asia Europe Americas Middle Africa 2012 Global Pacific East Global Source: Generation Research (2012 – provisi
Slide 7: Travel retail - key contributor of Pernod Ricard in Asia
Value engine Travel retail - key contributor of Pernod Ricard in Asia Global Travel Retail #3 for Pernod Ricard Pernod Ricard Asia Travel Retail #3 for Pernod Ricard Asia Source: Internal 7
Slide 8: Leading positions in the dominant categories
Value engine Leading positions in the dominant categories Value SCOTCH COGNAC VODKA TOTAL Overall #1 #2 #1 #1 Prestige + #1 #1 #1 Super / Ultra #1 #3 #1 Premium Source: Internal: PRA TR Actual FY11/12 (Prestige +: >US $84, Super/Ultra Premium: US$ 26 - 83 8
Slide 9: Agenda
Agenda - Showcase - Value Engine - Chinese Travellers - Pernod Ricard Asia Travel Retail 9
Slide 10: Chinese travellers - a unique opportunity
Chinese travellers - a unique opportunity In terms of growth and spend Chinese Outbound Travellers 2012 Country Outbound Expenditure (Number of Trips - Millions) (Billions - USD) 2012 102 2011 83,8 83 70 55 2010 83,7 2010 2011 2012 • Number 1 spending outbound tourism group globally, showing continu
Slide 11: PR best positioned to trail Chinese travellers 'door-to-door'
PR best positioned to trail Chinese travellers ‘door-to-door’ 2011 Countries Visited by Chinese (%) Rest of world Singapore 1% 16% Vietnam2% Hong Kong Thailand 2% 40% Japan 2% Malaysia 2% Korea 3% 3% Taiwan 28% Macau • ~85% of Chinese Traveller destinations are within Asia • Pernod Ricard leadership
Slide 12: Agenda
Agenda - Showcase - Value Engine - Chinese Travellers - Pernod Ricard Asia Travel Retail 12
Slide 13: Building new capabilities to widen our leadership position
Building new capabilities to widen our leadership position Enhanced organization as of 01/07/13 (incorporating China & Japan Duty Free) to better address the Asia travel retail opportunity Current markets Newly incorporated markets 13
Slide 14: Focused and strengthened organization
Building new capabilities to widen our leadership position Focused and strengthened organization Travel Retail Commercial Marketing Operations SELLING & BUILDING GENERATING AND NEW FUNCTION BEST IN CLASS SUSTAINING TRAVEL COMMITTED TO RELATIONSHIPS RETAIL CONSUMER ACHIEVING IN-STORE WITH CUSTOMERS D
Slide 15: Excellence from point-of-sale, to brand experience & services: In Airports
Excellence from point-of-sale, to brand experience & services In Airports March 2010, Martell Experience Boutique, HKIA September 2012, L’Or de Jean Martell corner, HKIA August 2012, Royal Salute & TGL Boutique, Taipei Airport December 2012, Martell and Chivas stores, KLIA Arrival 15
Slide 16: Excellence from point-of-sale: In Downtown Stores
Excellence from point-of-sale, to brand experience & services In Downtown Stores November 2012, Martell and Royal Salute store in Taipei April 2013, Martell and Royal Salute store in Singapore DFS Galleria 16
Slide 17: Excellence from point-of-sale: In Airlines & Lounges
Excellence from point-of-sale, to brand experience & services In Airlines & Lounges 17
Slide 18: Excellence from point-of-sale, to brand experience & services
Excellence from point-of-sale, to brand experience & services In Airports In Downtown Stores In Airlines & Lounges And Beyond… 18
Slide 19: Capital Market Day
Capital Market | Perno My, y’ i 7) Q. Ricard Day inferhpeeley -AChEs) — Hine =r St te Fa er ai EEE He EES He EH HE E: E: Ey