Unilever Plc · LSE:ULVR
Unilever — Investor Day (July 2022)
21 slides from Unilever's investor day presentation, Jul 6, 2022
Slide 1: Health & Wellbeing Investor Deep Dive
Health & Wellbeing Investor Deep Dive July 6, 2022
Slide 2: Safe harbour statement
Safe harbour statement This presentation may contain forward-looking statements, including ‘forward-looking statements’ within the meaning of the United States Private Securities Litigation Reform Act of 1995. Words such as ‘will’, ‘aim’, ‘expects’, ‘anticipates’, ‘intends’, ‘looks’, ‘believes’, ‘vi
Slide 3: Fernando Fernandez, President, Beauty & Wellbeing
Fernando Fernandez President, Beauty & Wellbeing
Slide 4: Unilever's New Organisational Structure
Unilever’s New Organisational Structure Business Groups Beauty & Personal Home Nutrition Ice Cream Wellbeing Care Care Health & Hair Care Skin Care Prestige Wellbeing Vitamins, Minerals & Supplements
Slide 5: Jostein Solheim, CEO, Health & Wellbeing
Jostein Solheim CEO, Health & Wellbeing
Slide 6: Jostein Solheim
Jostein Solheim Former CEO of Ben & Jerry’s for 8 years 30 years at Unilever with deep experience across categories and markets CEO, Health & Wellbeing
Slide 7: Agenda
Agenda Introduction to Health & Wellbeing Unilever’s Vitamins, Minerals & Supplements business Strategy and Value Creation Model
Slide 8: Health & Wellbeing is...
Health & Wellbeing is... A portfolio of fast growing, lifestyle- led, science-driven brands Focused on attractive segments, product formats & channels Underpinned by a Unilever platform of capabilities to scale and unlock value
Slide 9: Unilever Health & Wellbeing
Unilever Health & Wellbeing >€1bn 50%+ +45% +35bps 40% OF SALES turnover1 growth p.a. to Unilever USG of sales online ONLINE since 20192 in 2021 A profitable, fast-growing business of lifestyle brands 1 Turnover on an annualised basis 2 Like-for-like turnover 2019-2021
Slide 10: Focused and disciplined approach to M&A
Focused and disciplined approach to M&A 2018 2019 2020 2021 2022
Slide 11: Leading position in gummies, the fastest growing major VMS format
Leading position in gummies, the fastest growing major VMS format Delightful vitamins and supplements with real-life benefits #1 Sleep gummies FDM #2 VMS gummy brand1 Science based nutrition made with premium ingredients for kids & adults #1 Multivitamins #2 VMS gummies 1 Food, Drug & Mass Channels
Slide 12: Disruptive, digitally native brands
Disruptive, digitally native brands Lifestyle-led functional hydration brand that has disrupted the market #1 Powdered Hydration Authority on brain supplements with a passionate community of followers #2 Nootropics / brain supplements
Slide 13: Acquired a majority stake in Nutrafol
Acquired a majority stake in Nutrafol Strengthening the portfolio in ‘beauty from within’ • Hair health concerns affect more than 114 million U.S. consumers. • #1 dermatologist recommended hair growth supplement in the U.S. • 2/3rds of sales from Nutrafol.com. • Clinically-backed, physician-formulat
Slide 14: Strategy and Value Creation Model
Strategy and Value Creation Model
Slide 15: Focused on high growth segments and key geographies
Focused on high growth segments and key geographies VMS market by geography VMS market by segment MARKET STRATEGIC SIZE (RSV) FIT Vitamins & Dietary Supplements €105bn Functional Hydration >€18bn Weight Management €17bn MARKET SIZE 2016-21 CAGR >€160 billion1 5% Sports Nutrition €20bn High growth se
Slide 16: VMS market is going through a major shift
VMS market is going through a major shift From ‘health as the absence of disease’ to ‘health as a lifestyle pursuit’ Key drivers underpinning this shift Trusted science & transparency Benefit-led & personalized Purpose driven & “Better-for-you” Social proof & endorsement
Slide 17: Uniquely positioned to benefit from market tailwinds
Uniquely positioned to benefit from market tailwinds Majority 2x Majority 58% of category growth higher growth in our of projected category of projected VMS will come from focused segments growth from eCom1 consumption by 2040 Gummies, Powders1 from Millennials and Gen Zs 80%2 of our business is 65%
Slide 18: Networked and agile operating model, designed to create value
Networked and agile operating model, designed to create value Agile, focused, with brilliant execution for strong growth Operating Companies Demand-creation Operations Data & Analytics Customer & Channel Networked to support performance execution excellence supply chain marketing at scale unlocking
Slide 19: Ambition to reach €3 billion in turnover
Ambition to reach €3 billion in turnover Levers of the Growth Strategy €3 Organic Growth in US billion Science-led Innovation Increase awareness, penetration and availability Majority Value creation driving cost and revenue synergies of growth will be International organic China for China: Dedicated
Slide 20: Key takeaways
Key takeaways >€1bn turnover with 50%+ like-for-like growth p.a. since 20191 A portfolio of fast growing, lifestyle-led, science-driven brands Focused on attractive segments, product formats & channels Underpinned by a platform of Unilever capabilities to scale and unlock value Ambition to reach €3b
Slide 21: Health & Wellbeing Investor Deep Dive
Health & Wellbeing Investor Deep Dive July 6, 2022