Anheuser-busch Inbev Sa/nv · EURONEXT:ABI
Anheuser-busch Inbev Sa/nv — Investor Day (2018)
27 slides from Anheuser-busch Inbev Sa/nv's investor day presentation, 2018
Slide 1: | ll
| ll
Slide 2: Legal Disclaimers
Legal Disclaimers Certain statements contained in these presentations 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
Slide 3: Marcel Regis, BU President Africa South
• 21 years in our Company • Previous Roles: Head of Key Account, Regional Director, VP MARCEL Soft Drinks and Commercial REGIS Integration AB InBev/SAB • I’m most proud of: 10.8% BU President for revenue CAGR over the past 10 Africa South years
Slide 4: Agenda
• South Africa Overview Agenda • Q&A • Market Visit
Slide 5: South Africa presents a wide range of opportunities
South Africa presents a wide range of opportunities… 3.5m 37.0 36.2 2.6 1.9 33.5 -0.6 2015 2016 2017 2015 2016 2017 Total Population Growth Alcohol Beverage Growth (% YoY) (Legal Drinking Age) (Consumption) Source: Nielsen
Slide 6: …with 3 clear buckets for beer per capita growth
…with 3 clear buckets for beer per capita growth Beer PCC for legal drinking age adults (Liters): 140 175 26 127 82 87 90 Male Female 42 90 4 78 79 India China Brazil South Mexico Germany Czech Africa Republic Low Middle High Income Income Income 2017 Source: Euromonitor, TNS Survey
Slide 7: Our market trends provide a significant opportunity to expand the beer category
Our market trends provide us with a significant opportunity to expand the beer category Premiumization Women Affordability
Slide 8: Commercial priorities from the category expansion framework
Using the category expansion framework, these opportunities have been translated into commercial priorities 1 Premiumization Premiumization 3 Lager Other Beer Styles Flavored Beer Easy Drinking Classic Defend the Core & Address 2 Affordability Affordability Bring Women into Beer
Slide 9: Our commercial priorities are linked to key initiatives
Our commercial priorities are linked to key initiatives 2. Bring Women into 3. Defend the Core & 1. Premiumization Beer Address Affordability • Expand Budweiser, Corona and Stella • Evolve brand communication to be • Use Lion as an affordable offering Artois to reach their full potential more inclus
Slide 10: 1. Premiumization: Substantial share gains in Premium and Super Premium
1. Premiumization: Substantial share gains in Premium and Super Premium… Market share – Premium and Super Premium beer (%) 23% 22 10% 3 0% Jan-16 Apr-16 Jul-16 Oct-16 Jan-17 Apr-17 Jul-17 Oct-17 Jan-18 Jun-18 Source: Nielsen
Slide 11: 1. Premiumization: leveraging global portfolio
1. Premiumization: …by leveraging global portfolio Expand Global New World Class High Quality Portfolio Packs Experiences Execution
Slide 12: 1. Premiumization: strong portfolio appealing to different consumer needs
1. Premiumization: We have a strong portfolio appealing to different consumer needs, giving us a clear advantage in the market Date Jan 2017 Jan 2017 Mar 2018 Jul 2018 Launched SOPHISTICATION REJUVENATION AMBITION DISCERNMENT
Slide 13: 2. Bring Women into Beer: women under-index in alcohol consumption
2. Bring Women into Beer: Women currently under-index in all aspects of alcohol consumption Alcohol and beer participation (%) Alcohol participation Beer participation 30% PP 43% PP 81% 75% 45% 38% Male Female Male Female 2017 2017 Source: TNS Survey
Slide 14: 2. Bring Women into Beer: Flying Fish shows room for growth
2. Bring Women into Beer: Our main mixed-gender offering, Flying Fish, shows the room for growth Flying Fish sales (k hl) 147% 2014 2015 2016 2017 2018
Slide 15: 2. Bring Women into Beer: innovating to meet women's needs
2. Bring Women into Beer: And we are innovating to further meet the needs of women Liquid Pack Innovation Brand Communication Coming soon… Coming soon…
Slide 16: 3. Defend the Core: core segment over 90% of beer market
3. Defend the Core & Address Affordability: Core segment still accounts for over 90% of the beer market Segment contribution – Core vs High End beer (%) Source: Nielsen
Slide 17: 3. Defend the Core: 3 pillars to target growth
3. Defend the Core & Address Affordability: We have identified 3 pillars to target growth within this segment Revitalizing brand Ideal Price Ladder 1L and Lion @ R10 messaging 2018 Castle Lite 910ml R20 Black Label 1L R19 Bud 660ml R18 Castle 1L Castle Lite 660ml R17 Beck’s 660ml Black Label 750ml R
Slide 18: South Africa overview summary
South Africa overview summary Our commercial priorities were defined by understanding the trends in context of the category expansion framework Category Expansion Market Trends Consumer Trends Framework Premiumization Affordability Commercial Priorities Population Growth Alcohol Growth Women
Slide 19: Thank you very much
- oN ne : HII Thank you very much
Slide 20: Agenda • Market Visit
Agenda • Market Visit
Slide 21: We will be visiting a sample of typical Johannesburg POCs
We will be visiting a sample of typical Johannesburg POCs 12 Mini buses 12 Different routes Tavern (On Premise) Bar / Restaurant (On Premise) 4 to 5 POCs visited Counter Service (Off Premise) Self Service (Off Premise)
Slide 22: Things to check in trade – Tavern
Things to check in trade – Tavern 1 Pricing ladder Cold availability of main SKUs 2 (Including recent launches of Budweiser and Beck’s) 3 1 Lead brand per POC Tavern (On Premise)
Slide 23: Things to check in trade – Self Service
Things to check in trade – Self Service 1 Pricing ladder Displays of August (Carling 2 Black Label, Castle Lite 910 and Becks) Cold availability of recent 3 launches (Budweiser, Beck’s and Castle Lite 910) Self Service (Off Premise)
Slide 24: Things to check in trade – Bar/Restaurant
Things to check in trade – Bar/Restaurant 1 Lead brand per POC with 1 premium look and feel Draught availability with great 2 visibility 3 Rituals and glassware Bar / Restaurant (On Premise)
Slide 25: Logistics of Market Visit
Logistics of Market Visit 1 Each mini bus will be assigned to a brand. 2 Each individual is also assigned to a specific brand, and this information is on your badge. Your host will be standing outside the main 3 reception with a sign indicating the brand and will take you to your mini bus.
Slide 26: Logistics of Market Visit
Logistics of Market Visit A few more things 1 Each mini bus will have a security person and a sales host. 2 Avoid taking valuable items into the trade. The driver will remain in the bus and can look after your bags. 3 Please stick to your group and follow your host’s guidance. 4 You will be dropped
Slide 27: ENJOY the Market Visit – Thank you very much
ENJOY the Market Visit Thank you very much