Anheuser-busch Inbev Sa/nv · EURONEXT:ABI
Anheuser-busch Inbev Sa/nv — Investor Presentation (2013)
40 slides from Anheuser-busch Inbev Sa/nv's investor presentation, 2013
Slide 1: Brian Perkins, Vice President, Budweiser
BRIAN PERKINS Vice President, Budweiser © AB InBev 2013 – All rights reserved
Slide 2: Budweiser Is The Most Valuable Beverage Alcohol Brand In The World
Budweiser Is The Most Valuable Beverage Alcohol Brand In The World GLOBAL BRAND VALUE © AB InBev 2013 – All rights reserved SOURCE: 2013 Interbrand Best Global Brand Ranking
Slide 3: © AB InBev 2013 – All rights reserved
© AB InBev 2013 – All rights reserved
Slide 4: In 2009 We Committed To Stabilizing Budweiser – Stabilization Is Working
In 2009 We Committed To Stabilizing Budweiser – STABILIZATION IS WORKING Sales to Retailers YOY 2008 2009 2010 2011 2012 2013 (5.8)% (9.0)% (7.8)% (5.4)% (5.4)% (2.8)% © AB InBev 2013 – All rights reserved SOURCE: BudNet Sales to Retailers through 9/30, TUS, 2008 – 2013 (not Sales Date Adjusted)
Slide 5: Budweiser Mega showing share improvement over past 6 months
-1.00 -0.80 -0.60 -0.40 -0.20 0.00 0.20 0.40 10-09-11 11-06-11 12-04-11 2011 01-01-12 01-29-12 02-26-12 03-25-12 04-22-12 05-20-12 06-17-12 07-15-12 2012 08-12-12 09-09-12 © AB InBev 2013 – All rights reserved 10-07-12 11-04-12 Source: IRI MULC, Share Total Beer, 4WE vs YA 12-02-12 12-30-12 01-27-13
Slide 6: Budweiser Brand Health Has Demonstrably Improved Since 2010
Budweiser Brand Health Has Demonstrably Improved Since 2010 2010 Budweiser Consumer Collages Qualitative Research Study 2013 Budweiser Consumer Collages © AB InBev 2013 – All rights reserved
Slide 7: Budweiser Brand Health Has Demonstrably Improved Since 2010
Budweiser Brand Health Has Demonstrably Improved Since 2010 Well Groomed Hard Working Proud Authentic © AB InBev 2013 – All rights reserved
Slide 8: Budweiser Has Two Distinct Drinker Audiences
Budweiser Has Two Distinct Drinker Audiences 35+ TRADITIONALISTS MILLENNIALS 21-27 © AB InBev 2013 – All rights reserved
Slide 9: We Are Investing In Big Programs To Protect Our Traditional, Loyal Drinkers
We Are Investing In Big Programs To Protect Our Traditional, Loyal Drinkers © AB InBev 2013 – All rights reserved
Slide 10: We Are Investing In Big Programs To Protect Our Traditional, Loyal Drinkers
We Are Investing In Big Programs To Protect Our Traditional, Loyal Drinkers © AB InBev 2013 – All rights reserved
Slide 11: Major League Baseball Is Our Big Bet Sports Property
Major League Baseball Is Our Big Bet Sports Property Baseball viewership over indexes with Adult 35+ © AB InBev 2013 – All rights reservedSOURCE: MRI Double Base 2012 Beer Drinkers
Slide 12: Team sponsorships allow us to own every consumer touch-point
23 Team sponsorships allow us to own every consumer touch-point
Slide 13: Large retail activation drives incremental display opportunities
Large retail activation drives incremental display opportunities © AB InBev 2013 – All rights reserved
Slide 14: We Are Investing In Big Programs To Protect Our Traditional, Loyal Drinkers
We Are Investing In Big Programs To Protect Our Traditional, Loyal Drinkers © AB InBev 2013 – All rights reserved
Slide 15: NASCAR Is Very Geographically Relevant & Fans Are Loyal to Budweiser
NASCAR Is Very Geographically Relevant & Fans Are Loyal to Budweiser • Nascar fans 75 more loyal to Budweiser than non-fans • Concentrated in FL, XX, XX – efficient activation and digital geo- targeting • Kevin Harvick amazing brand ambassador © AB InBev 2013 – All rights reserved SOURCE: NASCAR Int
Slide 16: NASCAR engagement driven by digital content & very targeted
NASCAR engagement driven by digital content & very targeted © AB InBev 2013 – All rights reserved 16
Slide 17: We Are Investing In Big Programs To Protect Our Traditional, Loyal Drinkers
We Are Investing In Big Programs To Protect Our Traditional, Loyal Drinkers © AB InBev 2013 – All rights reserved
Slide 18: Red, White and Blue Connects with our Military
Red, White and Blue Connects with our Military Better World Partner: FOLDS OF HONOR © AB InBev 2013 – All rights reserved
Slide 19: This program drives meaningful retail execution and provides a Better World platform
This program drives meaningful retail execution and provides a Better World platform © AB InBev 2013 – All rights reserved
Slide 20: Red, White and Blue Connects with our Military
Red, White and Blue Connects with our Military Better World Partner: FOLDS OF HONOR © AB InBev 2013 – All rights reserved
Slide 21: Budweiser Has Two Distinct Drinker Audiences
Budweiser Has Two Distinct Drinker Audiences 35+ TRADITIONALISTS MILLENNIALS 21-27 © AB InBev 2013 – All rights reserved
Slide 22: Budweiser growing faster with Millennials faster than competitor brands
Budweiser growing faster with Millennials faster than competitor brands Volume CAGR (2009-2013) CAGR 180 +11.4% 150 Coors Light 7.7% 120 Miller Lite 2.7% 90 60 Heineken -10.1% 30 0 2009 2010 2011 2012 2013 © AB InBev 2013 – All rights reserved SOURCE: IRI, MULC, TUS, 52 Week Ending (2013 = 52W 9/30/
Slide 23: We are investing big behind platforms that target the Millennial consumer base
We are investing big behind platforms that target the Millennial consumer base © AB InBev 2013 – All rights reserved
Slide 24: We are investing big behind platforms that target the Millennial consumer base
We are investing big behind platforms that target the Millennial consumer base © AB InBev 2013 – All rights reserved
Slide 25: Budweiser Innovation Drives Penetration With New Drinkers
Budweiser Innovation Drives Penetration With New Drinkers © AB InBev 2013 – All rights reserved
Slide 26: Project 12 sampled at Budweiser Made In America event
Project 12 sampled at Budweiser Made In America event, showcasing our Brewmasters’ craftsmanship © AB InBev 2013 – All rights reserved
Slide 27: Project 12 Gaining Buzz Through PR Effort In Coordination With Launch
Project 12 Gaining Buzz Through PR Effort In Coordination With Launch © AB InBev 2013 – All rights reserved
Slide 28: Project 12 Has A Powerful Halo To Budweiser
Project 12 Has A Powerful Halo To Budweiser IMPROVED PERCEPTION © AB InBev 2013 – All rights reservedSOURCE: BMIA Digital Consumer, Survey Sept. 1, 2013
Slide 29: We are investing big behind platforms that target the Millennial consumer base
We are investing big behind platforms that target the Millennial consumer base © AB InBev 2013 – All rights reserved
Slide 30: Black Crown positioned to appeal to Millennial 'Repertoireist'
Black Crown positioned to appeal to Millennial ‘Repertoireist’ © AB InBev 2013 – All rights reserved
Slide 31: ~40% of Black Crown's Source of Alcohol Switching comes from Wine and Spirits
~40% of Black Crown’s Source of Alcohol Switching comes from Wine and Spirits Source of Total Servings Source of Total Alcohol Switching New Buyers 0.2 Category Expansion 6.5 21.1 Spirits Switching 18.3 Wine Switching Total Switching 93.3 53.9 Beer Switching © AB InBev 2013 – All rights reserved Sou
Slide 32: Within Beer Category, Black Crown also has high interaction with Mainstream Craft
Within Beer Category, Black Crown also has high interaction with Mainstream Craft 9x BLACK CROWN FAIR SHARE INTERACTION INDEX 4x 1x Samuel Blue Adams Moon © AB InBev 2013 – All rights reserved SOURCE: internal Brand Performance Tracking – YTD August
Slide 33: Black Crown showing higher repeat purchase than other innovation in 2013
Black Crown showing higher repeat purchase than other innovation in 2013 % of share coming from REPEAT PURCHASE (% of total share) 86% Redd’s Apple Ale 58% © AB InBev 2013 – All rights reserved SOURCE: IRI Group National Consumer Panel, Total US All Outlets, 36 Weeks Ending September 30, 2013
Slide 34: We are investing big behind platforms that target the Millennial consumer base
We are investing big behind platforms that target the Millennial consumer base © AB InBev 2013 – All rights reserved
Slide 35: Budweiser Made in America – Co-Founded with Jay Z
Budweiser Made in America – Co-Founded with Jay Z © AB InBev 2013 – All rights reserved
Slide 36: 30 Budweiser 'Made In' parties took our campaign across the nation
30 Budweiser ‘Made In’ parties took our campaign across the nation © AB InBev 2013 – All rights reserved
Slide 37: Philadelphia hosted massive festival over Labor Day Weekend
Philadelphia hosted massive festival over Labor Day Weekend, capping off summer long music activation FESTIVAL ATTENDEES © AB InBev 2013 – All rights reserved
Slide 38: Digital amplification drove awareness well beyond the festival footprint
Digital amplification drove awareness well beyond the festival footprint LIVE CONSUMERS CONSUMERS STREAMS REACHED REACHED © AB InBev 2013 – All rights reserved 38 SOURCE: AEG Digital Media Report; Facebook Analytics & Twitter Ad Dashboard Aug 29 – Sept 2
Slide 39: © AB InBev 2013 – All rights reserved
© AB InBev 2013 – All rights reserved
Slide 40: Executive Summary
Executive Summary Most Valuable Alcohol Brand In The World – Committed To Stabilization 2 Distinct Consumer Segments – Traditionalists & Millennials Investing Behind Traditionalists – Major League Baseball, NASCAR & Military Investing Behind Millennials – Innovation & Budweiser Made In America © AB