Niq Global Intelligence Plc · NYSE:NIQ
Niq Global Intelligence — GfK South Africa — Investor Presentation (2016)
37 slides from Niq Global Intelligence's investor presentation, 2016
Slide 1: Ster-Kinekor Proposal
Ster-Kinekor Proposal GfK South Africa 1
Slide 2: What can you do with me?
Who am I What do I buy? What can you do with me? What interests Me? How do I buy? 2
Slide 3: Consumer Life, Future Buy, GfK Consumer Panel
Consumer Life ® Future Buy® GfK Consumer Panel Consumer Choice GfK Shopper Monitor Electro 3
Slide 4: Before that, a prior reflection...
Before that, a prior reflection...
Slide 5: Generations are not perfect classifications
Generations are not perfect classifications, homogeneous within them and heterogeneous in comparison with others... ...they are not monolithic
Slide 6: Elwood Carlson. 20th Century US Generations
Elwood Carlson. 20th Century US Generations, Population Reference Bureau 6
Slide 7: Elwood Carlson
Generations find their own identity through an And usefull. .. exercise of “compare and contrast” “Itdoesn’t matter how contrasts are generated between generations, a fundamental fact of life still applies: generations are important. To understand others, even to understand ourselves, we should cons
Slide 8: What can you do with me?
Who am I What do I buy What can you do with me? What interests me How do I buy 8
Slide 9: Age in years 2016
Age in years 2016 0.0 0.0 0.0 0.0 37% of the population 0.0 27% of the 0.0 population 18% of the population 13% of the 5% of the 0.0 population population 0.0 0 2 4 6 8 10 12 14 16 18 20 22 24 26 28 30 32 34 36 38 40 42 44 46 48 50 52 54 56 58 60 62 64 66 68 70 72 74 76 78 80 82 84 86 88 90 92 94 Ce
Slide 10: The Global Definition of the Generations
Pragmatic Idealist “GenX” “Boomers” Optimistic Ive done it “Millennials” “Silent” The Global Definition of the Generations
Slide 11: Millennials, Gen X, Boomers, Silent
Millennials GEN X Boomers Silent Support for qualifications, More qualifications Access to education Fragmented education MBA’s and PHD’s Digital, fluid and collective mentality Confident, extrovert, competitive Daily sacrifices Being a good employee Impatient The path is more important than Mixture
Slide 12: In 2025 we will represent 75% of the international labour force
In 2025 we will represent 75% of the international labour force (Source: Deloitte research) 12
Slide 13: We are more educated compared to past generations
We are more educated compared to past generations 84% VS. 58% Completed Matric and some tertiary education vs older generations 11% VS. 7% Completed University or past grad degree vs older generations 13
Slide 14: Protection, Authenticity, Working Hard
01 Protection 02 Authenticity 03 Working Hard 76% 75% 72% Rank out of 50 Values, (top 3) 14
Slide 15: When you talk to me, keep in mind
When you ta! to me, keep in mind: ..but also what differentiates me...
Slide 16: Individualism, Pleasure, Self interest
Individualism Pleasure Self interest Índex Índex Índex 110 108 107 16
Slide 17: I'm young and on the prowl
I’m young and on the …… PROWL (driven by Sex Being youthful Romance females and Índex Índex Índex LSM 9/10) 121 120 120 17
Slide 18: Status
Social Recognition Status Índex Índex 115 110 (driven by males) 18
Slide 19: Unlike previous generations, I'm not into faith or nature
Unlike previous generations, I’m not into faith or being in tune with nature Faith Being in tune with Nature Índex Índex 89 87 I control my own destiny Self reliance 70% 19
Slide 20: What can you do with me?
Who am I What do I buy What can you do with me? What interests me How do I buy 20
Slide 21: If you want to influence my purchase behaviour, reach me on my cell or tablet
| If you want to influence my purchase behaviour, you have to reach me on my cell or tablet My mobile device (smartphone and/or tablet) is quickly becoming my most important shopping tool Az
Slide 22: Online shopping is changing my behaviour
I look forward to shopping online and 59% believe that shopping online Online shopping is saves money changing my behaviour 51% 100% of what I want online 22
Slide 23: Retailers and advertisers have less influence
Retailers and 49.4% advertisers have less influence 23
Slide 24: What can you do with me?
What do I Who am I buy? What can you do with me? What interests me How do I buy 24
Slide 25: Phone and tablet ownership vs other generations
Dif.vs Millennials Other Phone 94% +5pts+ Tablet 51% -4pts 25
Slide 26: Looking and feeling good is important
Hair pieces Index 195% Hair Treatment Body Care Index Index 167% 169% Fem Care Looking and Index feeling 146% good is important and I spend my money accordingly Stronger presence of female focused and personal appearance categories Source: GfK Consumer Panel – 12mm Oct ’16 vs ‘15 26
Slide 27: Millennials have to eat like everyone else
Powder Milk Millennials have to eat like everyone else… Grains …. but that wont stop them from Wine having good time and looking good Hair Pieces & Accessories Which categories are showing the highest Rand spend increase Source: GfK Consumer Panel – 12mm Oct ’16 vs ‘15 27
Slide 28: The recession has hit Millennials harder
The recession has hit Millennials harder than the more financially stable and older households Millennials Older households These households have a shopped bought lower share of more often but fewer items consumer spend Millennials made than in the vs last year fewer shopping previous year trips -7.
Slide 29: We see a slow down in Tech Sectors
We see a slow down in Tech ZA Local Tech Device Retail Market | Sales Revenue Sectors GfK Panelmarket, Value Sales ( ZAR ), Total Goods, Jan-Sept- Purchases due to 2016 this recession but one Sector Value Share 13% 17% Jan- Sept ‘16 Local Sector Performances (retail channels only of R46.2 bio.) 16%
Slide 30: The millennial is self-indulgent and majority own a tablet or smartphone
As aforementioned the millennial is self-indulgent and 82% majority own a tablet or Have made a purchase of a smartphone Telecom device with the last 2 years • In the last 2 years we have seen sales units of Smartphones increase by 4% ( 1.2 Mio Units) from 34 Mio. • Millennials make up 71 % is the u
Slide 31: Fundamental shifts in consumer behaviour
Fundamental Complex living, shifts in mostly single sets 74% of fridge a 2 consumer 32% of the market is door top/bottom 32’ TV’s due to freezers behaviour market saturation of Big fridge TV size B-Brands unnecessary does What is the for lifestyle not matter next best thing anymore for me, Everyone
Slide 32: The Smartphone is a multi-tool that has cannibalised other categories
The Smartphone is a multi-tool that has cannibalised other categories, a single multifunction device & they are becoming more affordable every passing month Source: GfK Shopping Monitor & POS Panel 32
Slide 33: What can you do with me?
What do I Who am I buy? What can you do with me? What interests me How do I buy 33
Slide 34: I am passionate about cars, beauty and personal care
Are automotive Leading Edge Consumers I am passionate about cars , 18% beauty and personal care where I am I am very interested leading edge in fashion and beauty and influential 51% I have a great deal of knowledge and experience when it 23% comes to beauty and personal care 34
Slide 35: What can you do with me?
What do I Who am I buy? What can you do with me? What interests me How do I buy 35
Slide 36: Make me part of it, be transparent, make my life easier
Make me part Be Make my life Give me Be relevant of it transparent easier experiences to me 36
Slide 37: Thank you
Thank you 37