Nestle S.a. · SIX:NESN
Nestle — Investor Presentation (June 2009)
13 slides from Nestle's investor presentation, June 2009
Slide 1: Nestlé Investor Seminar
Nestlé Investor Seminar Paul Bulcke Chief Executive Jim Singh Chief Financial Officer 1 Nestlé Investor Seminar - June 2009 Name of chairman
Slide 2: Disclaimer
Disclaimer This presentation contains forward looking statements which reflect Management’s current views and estimates. The forward looking statements involve certain risks and uncertainties that could cause actual results to differ materially from those contained in the forward looking statements.
Slide 3: Nestlé Investor Seminar
Nestlé Investor Seminar Paul Bulcke Chief Executive Jim Singh Chief Financial Officer 3 Nestlé Investor Seminar - June 2009 Name of chairman
Slide 4: General overview: Current Environment
General overview Current Environment • Various patterns of consumer demand • Tough competition amongst retailers • Growth of private label threatening weaker players • Intense competition for consumers • Renewed inflationary pressures in raw materials • Currency volatility, economic challenges • Opp
Slide 5: General overview: Nestlé's response
General overview Nestlé's response • Identifying best opportunities for growth – categories and strategies • Investing to support profitable growth • Accelerating innovation/renovation with particular focus on affordability • Deeper distribution – all the channels • Accelerating efficiency initiativ
Slide 6: Zone Europe
Zone Europe • Q1 trends continue • Good performances in Soluble coffee, petcare, chocolate • The challenge is to gain share not just from branded • Priorities: differentiation, leadership, price competitiveness, winning with customers... • ... through innovation/renovation, brand investment, efficie
Slide 7: Zone Americas
Zone Americas • USA performing well • PetCare proving its strong defensive characteristics • Frozen Food benefiting from stay home diners • Ready-to-drink beverages & Soluble coffee also strong • Brazil & Mexico resilient • Smaller Latin American markets slower – impact of milk, economies 7 Nestlé I
Slide 8: Zone Asia, Oceania, Africa
Zone Asia, Oceania, Africa • Double digit growth in Mainland China, India & much of Africa • Japan, exporting economies weaker • Innovation directed towards affordability and value, including PPP – enabling down-trading consumers to buy Nestlé • Driving distribution deeper in emerging markets 8 Nest
Slide 9: Nestlé Waters
Nestlé Waters • North American market showing some improvement, Nestlé achieving share gains • Nestlé Pure Life growth continues double digit in US and emerging markets – now No.1 in the US • Western European market unchanged, but share gains in some markets • Major focus on costs & efficiencies, ca
Slide 10: Nestlé Nutrition
Nestlé Nutrition • Infant Nutrition Europe continues to be tough but signs of improvement • Gerber performing well in US • Emerging markets performance is strong in Infant Nutrition • Healthcare Nutrition trending better following sku rationalisation • Slight improvement in trends at Jenny Craig • 2
Slide 11: The Roadmap to Value Creation
The Roadmap to Value Creation 11 October 23, 2008 Press conference, CEO Presentation 11 Nestlé Investor Seminar - June 2009 Name of chairman
Slide 12: Conclusion / Outlook
Conclusion / Outlook • The environment is tough, but there are opportunities • Nestlé is focused on - growth - accelerating efficiencies - EBIT margin • Guidance reiterated: - “at least approaching 5%” - EBIT margin improvement constant currency • Performance weighted towards H2 12 Nestlé Investor S
Slide 13: Nestlé Investor Seminar - June 2009 Name of chairman
13 Nestlé Investor Seminar - June 2009 Name of chairman