Anheuser-busch Inbev Sa/nv · EURONEXT:ABI
Anheuser-busch Inbev Sa/nv — Investor Day (2021)
45 slides from Anheuser-busch Inbev Sa/nv's investor day presentation, 2021
Slide 1: Welcome to the ABI 2021 Investor Seminar
Welcome to the ABI 2021 Investor Seminar
Slide 2: Legal Disclaimer
Legal Disclaimer Certain statements contained in this report that are not statements of historical fact constitute forward-looking statements, notwithstanding that such statements are not specifically identified. In addition, certain statements may be contained in the future filings of the Company w
Slide 3: Lead & Grow the Category
Lead & Grow the Category
Slide 4: Michel Doukeris, Chief Executive Officer
Michel Doukeris Chief Executive Officer
Slide 5: The Beer Category Is Inclusive
The Beer Category Is… Inclusive
Slide 6: The Beer Category Is Inclusive Natural
The Beer Category Is… Inclusive Natural
Slide 7: The Beer Category Is Inclusive Natural Local
The Beer Category Is… Inclusive Natural Local
Slide 8: …Loved and Resilient
…Loved and Resilient Q3 Y TD revenue above 2019 levels YTD Q3 2021 vs 2019 8.1% 1.4% Beer Category* ABI Note: Figures are organic * Beer category based on average of Heineken, Carlsberg, Molson Coors, Constellation || Note: Heineken based on H1 2021 reported figures; Constellation based on last 3 re
Slide 9: …Big and Profitable
…Big and Profitable Largest single category CPG Contributes 1.4x its size to growth CPG net revenue CPG contribution to net revenue growth (’15-’19) Beer 11% 15% 2015 Beer Others 2019 Source: Euromonitor, Top 99 Countries, 2019
Slide 10: The Beer Category Is…
The Beer Category Is… Growing volume and share of throat Total alcohol share of LBE L5Y D Beer + Beyond +2.3pp Beer Beer +1.5pp Spirits -1.7pp Wine -0.6pp 2006 2011 2016 2021 Note: Volume and Share of Throat based on Liters of Beer Equivalent (LBE) Source: Euromonitor (top 99 countries)
Slide 11: Premium Beer Is Growing Faster…
Premium Beer Is Growing Faster… Growing bigger premiumization in volume1 faster2 runway vs. premium spirits 1. Note: Volume based on Liters of Beer Equivalent (LBE), 2. 2011 -2019 Source: Euromonitor (top 99 countries)
Slide 12: The Beer Category Is Forecasted To…
The Beer Category Is Forecasted To… Grow volume and share of throat N4Y D Total alcohol share of LBE Beer + Beyond +1.2pp Beer Beer +0.6pp Spirits -1.1pp Wine -0.1pp 2006 2011 2016 2021 2025 Note: Volume and Share of Throat based on Liters of Beer Equivalent (LBE) Source: Euromonitor (top 99 countri
Slide 13: The Beer Category Is…
The Beer Category Is… Inclusive, Loved and Big and Growing Share Natural, Local Resilient Profitable of Throat
Slide 14: We want to accelerate this growth
We want to accelerate this growth
Slide 15: Lead the category
Lead the category
Slide 16: Category Expansion Model
Category Expansion Model 1 Inclusive Category
Slide 17: Category Expansion Model
Category Expansion Model 1 2 Inclusive Core Category Superiority
Slide 18: Category Expansion Model
Category Expansion Model 1 2 3 Inclusive Core Occasions Category Superiority Development
Slide 19: Category Expansion Model
Category Expansion Model 1 2 3 4 Inclusive Core Occasions Premiumization Category Superiority Development
Slide 20: Category Expansion Model
Category Expansion Model 1 2 3 4 5 Inclusive Core Occasions Beyond Premiumization Category Superiority Development Beer
Slide 21: Pedro Earp, Chief Marketing & ZX Ventures Officer
Pedro Earp Chief Marketing & ZX Ventures Officer
Slide 22: Strong capabilities to lead and grow the category
Strong capabilities to lead and grow the category Global Data & analytics Agile innovation footprint capabilities process +300 +400 product & activation pilots data specialists since 2019 across analyzing 20+ 90 million 7piloting hubs countries consumer unique records
Slide 23: Emerging markets
Emerging markets Informal Low disposable Low beer Male-oriented market income PCC Make the category more inclusive
Slide 24: Developing markets
Developing markets Women enter In-home occasions Rising disposable Higher beer PCC & workforce growing income SOT Develop occasions & premiumize
Slide 25: Developed markets
Developed markets Health Category More affluent Convenience conscious fragmentation Expand Beyond Beer
Slide 26: We have a clear plan to lead and grow the category
We have a clear plan to lead and grow the category “Accept” “Formalize” Early “Socialize” Late “Routinize” “Sophisticate” Emerging Developing Developed Beyond Beer Premiumization Occasions Development Core Superiority Inclusive Category
Slide 27: Rosie Coppiano, Global VP, Category Strategy and Insights
Rosie Coppiano Global VP, Category Strategy and Insights
Slide 28: Lead and grow the category: Inclusive Category
Lead and grow the category: Inclusive Category Emerging Developing Developed Make the category more inclusive by expanding access through revenue management, product and pack innovation Inclusive Category
Slide 29: Unique opportunity for beer to expand access to ~450 million people
Unique opportunity for beer to expand access to ~450 million people – reapplying our learnings from Africa +50M hL Opportunity in emerging and developing markets Revenue Management Pack x Price Local Crops
Slide 30: Lead and grow the category: Core Superiority
Lead and grow the category: Core Superiority Emerging Developing Developed Gain share through superior products Liquid Packaging Positioning Retail Value Execution Core Superiority
Slide 31: Gaining share within beer through global portfolio of superior products
Gaining share within beer through global portfolio of superior products
Slide 32: Lead and grow the category: Occasions Development
Lead and grow the category: Occasions Development Emerging Developing Developed Extend beer into new occasions Occasions Development
Slide 33: Occasions development: leveraging category expansion learnings
Occasions development: Leveraging category expansion learnings and data & analytics to expand new occasions Occasions share by market maturity level Meals 14% 28% 36% Relax 18% 13% 28% Party - Social 68% 59% 36% Emerging Developing Developed
Slide 34: Now covering >50% of Brazil's population
Now covering >50% of Brazil’s population
Slide 35: +20% revenue growth Sep YTD '21
+20% revenue growth Sep YTD ’21
Slide 36: Lead and grow the category: Premiumization
Lead and grow the category: Premiumization Emerging Developing Developed Drive category value through Premiumization premiumization
Slide 37: We have an unmatched portfolio of beer brands
We have an unmatched portfolio of beer brands ABI holds 7 out of the top 10 most valuable beer brands according to BrandZtm 2021
Slide 38: #1 Global share of premium / super premium
#1 Global share of premium / super premium 10% Net revenue CAGR 2017-21
Slide 39: Pioneering low-cal, low-carb beer in the US and beyond
Pioneering low-cal, low-carb beer in the US and beyond
Slide 40: Lead and grow the category: Beyond Beer
Lead and grow the category: Beyond Beer Emerging Developing Developed Extend the category Beyond Beer into Beyond Beer to reach new consumers and occasions
Slide 41: Beyond Beer reaches new consumers and occasions
M1 M2 M3 Beyond Beer reaches new consumers and occasions by addressing perceived beer barriers
Slide 42: High growth segments that leverage our core capabilities
High growth segments that leverage our core capabilities Supply Logistics Route to Chain Market
Slide 43: Executing our strategy is delivering positive results
Executing our strategy is delivering positive results Accelerating revenue growth Gaining market share in key markets 2021 Sep YTD vs 2019 8.1% Brazil +3.8pp 4.1% Mexico +2.0pp South Africa +0.8pp 2016-19 3YR CAGR 2021 Sep YTD vs ’19 Canada +1.4pp . Source: Nielsen/IRI/Scentia
Slide 44: Compelling opportunities to lead and grow the category
Compelling opportunities to lead and grow the category Emerging Developing Developed Beyond Beer Premiumization Occasions Development Core Superiority Inclusive Category
Slide 45: Beer is profitable and growing SOT
‒ Beer is profitable and growing SOT ‒ Uniquely positioned given our footprint ‒ Accelerate through Category Expansion