Anheuser-Busch InBev SA/NV · EURONEXT:ABI
Anheuser-Busch InBev SA/NV — Deutsche Bank Consumer Conference 2014
42 slides from Anheuser-Busch InBev SA/NV's conference presentation, Jun 17, 2014
Slide 1: Deutsche Bank Consumer Conference
Deutsche Bank Consumer Conference 17 June 2014 © AB InBev 2014 – All rights reserved
Slide 2: Forward looking statements
Forward looking statements 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
Slide 3: Agenda
Agenda 1 AB InBev Business Model 2 Focus Brands Strategy 3 Commercial Priorities 4 Case Studies © AB InBev 2014 – All rights reserved 2
Slide 4: Agenda: AB InBev Business Model
Agenda 1 AB InBev Business Model 2 Focus Brands Strategy 3 Commercial Priorities 4 Case Studies © AB InBev 2014 – All rights reserved 3
Slide 5: AB InBev has a simple and consistent business model
AB InBev has a simple and consistent business model Our goal Value creation through top line growth and margin enhancement Leadership Markets Brands Financial discipline • Focus on a few • Focus markets • Focus Brands • Cost efficiency big things strategy • Most important profit • Risk management •
Slide 6: Agenda: Focus Brands Strategy
Agenda 1 AB InBev Business Model 2 Focus Brands Strategy 3 Commercial Priorities 4 Case Studies © AB InBev 2014 – All rights reserved 5
Slide 7: An unparalleled portfolio of Leading Brands
An unparalleled portfolio of Leading Brands AB InBev has 6 of the top 10 most valuable beer brands in the world, each with distinct brand imagery and consumer positioning. Top brands Company Brand value in US$ Billion 12.6 1 AB InBev 11.8 2 AB InBev 8.7 3 Heineken Heineken 8.2 4 AB InBev 8.0 5 AB In
Slide 8: Focus Brands strategy – devoting resources to greatest growth potential
Focus Brands strategy – devoting resources to those brands with the greatest growth potential Global International brands brands Examples of “local champions” © AB InBev 2014 – All rights reserved 7
Slide 9: Focus Brands continue to perform ahead of total Own Beer volumes
Focus Brands continue to perform ahead of total Own Beer volumes Focus Brands as a % of Total Own Beer Volume 75% Growth 8.0% 69% 69% 69% 69% 68% 70% 66% 6.0% 6.0% 65% 4.8% 4.5% 60% 4.0% 2.1% 55% 1.9% 2.0% 1.5% 0.8% 50% 0.1% 0.0% -0.1% 45% -0.9% -0.9% -2.0% 40% -2.0% 2009 2010 2011 2012 2013 1Q14 Fo
Slide 10: Continuous improvement in global Budweiser
Continuous improvement in global Budweiser +6.3% +6.4% +3.8% RoW +2.6% Brazil RoW Brazil RoW Russia Brazil Russia Russia Canada -5.5% UK China China China Canada China China US US US US US RoW 2009 2010 2011 2012 2013 © AB InBev 2014 – All rights reserved 9
Slide 11: Global brands grew by 8.3% in 1Q14
Global brands grew by 8.3% in 1Q14 Budweiser Corona Stella Artois +7.8% +10.5% +5.2% Good performances in Driven by growth in Good growth in China, Brazil and UK Mexico Argentina, Brazil and US © AB InBev 2014 – All rights reserved 10
Slide 12: Agenda: Commercial Priorities
Agenda 1 AB InBev Business Model 2 Focus Brands Strategy 3 Commercial Priorities 4 Case Studies © AB InBev 2014 – All rights reserved 11
Slide 13: Driving topline growth remains our main priority
Driving topline growth remains our main priority % organic growth 8.9% FY14 guidance for 4.5% low to mid 3.3% teens increase in Sales & Marketing Investments -2.0% 2013 1Q14 Own beer volume growth Revenue growth © AB InBev 2014 – All rights reserved 12
Slide 14: Opportunities to increase beer share of throat
Opportunities to increase beer share of throat Beer Share of Throat by Market Brazil China Mexico Germany US Argentina Russia Canada Belgium UK 76% 71% 67% 55% 53% 49% 47% 45% 42% 37% Beer Share of Total Alcohol Source: Global Segmentation Study © AB InBev 2014 – All rights reserved 13
Slide 15: Building deeper digital connections with our consumers
Building deeper digital connections with our consumers US - Consumer time spent per day (hrs) :32 1:26 • US Millennials over index on digital usage • Hispanic audiences 5:16 also over index on digital - particularly mobile 4:31 Digital TV Radio Print Source: emarketer August 2013 © AB InBev 2014 – A
Slide 16: Meeting consumers where they are
Meeting consumers where they are … We must engage consumers across Our brands all touch points have more before, during and than 100M after purchase. social media followers © AB InBev 2014 – All rights reserved 15
Slide 17: Creating multi-channel content
Creating multi-channel content Local content Always-on Creative partnerships Targeted User generated Multi-channel content Agency ideas Big idea campaigns © AB InBev 2014 – All rights reserved 16
Slide 18: Leveraging key properties and sponsorship assets
Leveraging key properties and sponsorship assets Mexican National team Basketball Harbin Ice Festival Salvador Carnival © AB InBev 2014 – All rights reserved 17
Slide 19: Agenda: Case Studies
Agenda 1 AB InBev Business Model 2 Focus Brands Strategy 3 Commercial Priorities 4 Case Studies © AB InBev 2014 – All rights reserved 18
Slide 20: Case studies
Case studies Bud Light Super Bowl Budweiser Super Bowl 2014 Chinese New Year 2014 FIFA World Cup World’s Greatest Events Corona SunSets © AB InBev 2014 – All rights reserved 19
Slide 21: Super Bowl: Bud Light activation
Super Bowl: Bud Light activation Launch of new campaign © AB InBev 2014 – All rights reserved 20
Slide 22: Whatever USA: New summer campaign
Whatever USA: New summer campaign © AB InBev 2014 – All rights reserved 21
Slide 23: Super Bowl: Budweiser activation
Super Bowl: Budweiser activation © AB InBev 2014 – All rights reserved 22
Slide 24: Budweiser's Puppy Love sets records
Budweiser’s Puppy Love sets records 1 # Most popular ad according to USA Today Ad Meter Most viral Super Bowl ad ever Most popular video globally for 36 hours Most liked Facebook post of all time for a brand, with over 1 million Likes Over 60 million views on YouTube and counting © AB InBe
Slide 25: © AB InBev 2014 – All rights reserved
© AB InBev 2014 – All rights reserved 24
Slide 26: Super Bowl 2014 take-aways
Super Bowl 2014 take-aways • Build anticipation and excitement • Start conversations and keep them going • Real stories, real people © AB InBev 2014 – All rights reserved 25
Slide 27: Chinese New Year 2014 - Year of the Horse
Chinese New Year 2014 - Year of the Horse © AB InBev 2014 – All rights reserved 26
Slide 28: Amplification of Chinese New Year activation
Amplification of Chinese New Year activation • Beijing Welcome Ceremony (Great Wall of China) • 5-city Clydesdale Roadshow • 115,000 brand themed dinners © AB InBev 2014 – All rights reserved 27
Slide 29: 2014 FIFA World Cup in Brazil
2014 FIFA World Cup in Brazil © AB InBev 2014 – All rights reserved 28
Slide 30: Global FIFA World Cup activations underway
Global FIFA World Cup activations underway The 2014 tournament is being held in one of our Portfolio strategy for World Cup top markets – Brazil © AB InBev 2014 – All rights reserved 29
Slide 31: © AB InBev 2014 – All rights reserved
© AB InBev 2014 – All rights reserved
Slide 32: Belgium
Belgium © AB InBev 2014 – All rights reserved 31
Slide 33: Mexico
Mexico © AB InBev 2014 – All rights reserved 32
Slide 34: Global Budweiser sponsorship of FIFA World Cup
Global Budweiser sponsorship of FIFA World Cup © AB InBev 2014 – All rights reserved 33
Slide 35: Budweiser and Brahma – Bringing the tournament to life
Budweiser and Brahma – Bringing the tournament to life © AB InBev 2014 – All rights reserved 34
Slide 36: Budweiser Hotel – Centerpiece of RISE AS ONE
Budweiser Hotel – Centerpiece of RISE AS ONE © AB InBev 2014 – All rights reserved 35
Slide 37: Stella Artois – Delivering sophistication & appeal
Stella Artois – Delivering sophistication & appeal © AB InBev 2014 – All rights reserved 36
Slide 38: Official Partner of the Cannes Film Festival
Official Partner of the Cannes Film Festival 2014 Draught Master © AB InBev 2014 – All rights reserved Champion 37
Slide 39: Stella Artois Cidre – Opportunity to gain Share of Throat
Stella Artois Cidre – Opportunity to gain Share of Throat Stella Artois Pear Raspberry Cidre launched launched Launched in 2012 in 2014 in 2011 © AB InBev 2014 – All rights reserved 38
Slide 40: Corona – Latest addition to our global brand portfolio
Corona – Latest addition to our global brand portfolio © AB InBev 2014 – All rights reserved 39
Slide 41: Corona SunSets Festivals – Celebrating the World's beaches
Corona SunSets Festivals – Celebrating the World’s beaches IBIZA ACAPULCO AUGUST 29 AUGUST 2 © AB InBev 2014 – All rights reserved 40
Slide 42: © AB InBev 2014 – All rights reserved
© AB InBev 2014 – All rights reserved 41
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