Anheuser-busch Inbev Sa/nv · EURONEXT:ABI
Anheuser-busch Inbev Sa/nv — Investor Day (2019)
24 slides from Anheuser-busch Inbev Sa/nv's investor day presentation, 2019
Slide 1: Anheuser-Busch InBev Investor Seminar 2019
Anheuser-Busch InBev Investor Seminar 2019 ABInBev
Slide 2: Legal Disclaimer
Legal Disclaimer 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 C
Slide 3: Balanced Choices: Core + Premium
EASY DRINKING BALANCED CHOICES Core + Premium
Slide 4: Azania Andrews, Vice President Michelob ULTRA
Azania Andrews Vice President Michelob ULTRA Hometown: New York, NY Time at ABI: 6 years Favorite Beer: Michelob ULTRA
Slide 5: Expanding Michelob ULTRA is our #1 commercial priority
Expanding Michelob ULTRA is our #1 commercial priority 1 EXPAND CORE PLUS 2 LEAD & DEVELOP SUPER PREMIUM 3 DISRUPT PREMIUM 4 STABILIZE SHARE OF MAINSTREAM 5 CAPTURE GROWTH BEYOND BEER
Slide 6: Year to Date Dollar Sales
Ye a r To D a t e D o l l a r S a l e s ( I R I M i o ) 657 643 • Michelob ULTRA now 3rd largest beer in the US by dollars 526 • Growing 15X faster than Corona Extra • Number One Share gainer for the last four years +1.0% +1.3% +15.6% Source: IRI Dollar Sales YTD (5/5/19)
Slide 7: 400+ Wholesalers
400+ WHOLESALERS 50 S TAT E S *Source: internal sales data
Slide 8: Significant headroom for growth outside core markets
Significant headroom for growth outside core markets Michelob ULTRA Share by State HIGHEST LOWEST Source: BIR YTD 2019
Slide 9: Superior Quality, Own Active Lifestyle, Meaning Through Experiences
SUPERIOR OWN ACTIVE MEANING THROUGH QUALITY LIFESTYLE EXPERIENCES
Slide 10: Michelob ULTRA continually increasing quality perceptions
Michelob ULTRA continually increasing quality perceptions ‘Is a High Quality Brand’ YTD Expanded Quality messaging ‘Is a High Quality brand’ Growth 30% +2.0 +1.4 21% Ave. Light ULTRA 2018 2019 YTD Source: Brand Guidance
Slide 11: Consistency critical to Michelob ULTRA's long term success
Consistency critical to Michelob ULTRA’s long term success 2002 2005 2008 2014 2015 2016 2019
Slide 12: Marketing plan: growth from Latinx, digital, influencer and social
TVC % Digital GROWTH FROM Influencer + Social LATINX 360 PLAN pp Trade Experential WORTH INCREASE Source: Numerator Consumer Survey, Brand Guidance
Slide 13: Proprietary spaces for premium viewing and wellness festivals
PROPRIETY SPACES FOR WELLNESS FESTIVALS PREMIUM VIEWING ACTIVATE ATHLETE BUILD COMMUNITY PARTNERS AROUND TEAMS
Slide 14: Superior Quality, Own Active Lifestyle
SUPERIOR OWN ACTIVE MEANING THROUGH QUALITY LIFESTYLE EXPERIENCES High Quality Brand YTD Worth Hispanic Chg Consideration 30% 31% 21% +3.3 20% Ave. Light ULTRA 01/18 07/18 01/19 07/19 L6M L3M Source: Brand Guidance YTD
Slide 15: Michelob ULTRA innovation will help disrupt the premium segment
Michelob ULTRA innovation will help disrupt the premium segment 1 EXPAND CORE PLUS 2 LEAD & DEVELOP SUPER PREMIUM 3 DISRUPT PREMIUM 4 STABILIZE SHARE OF MAINSTREAM 5 CAPTURE GROWTH BEYOND BEER
Slide 16: Innovation Approach
Innovation Approach Expand the category with products aligned to Health & Wellness trends Pillar Low Cal / Low Carb Organic Naturally Invigorating Fortified Price Index 115 130 130 130
Slide 17: Organic purchase likelihood
% % PURCHASE MORE LIKELY ORGANIC TO PURCHASE Source: Organic Industry survey 2017
Slide 18: Share gainer incremental to category
SHARE GAINER % INCREMENTAL TO CATEGORY Source: Numerator Shopper Panel
Slide 19: Sensorial campaign will drive awareness of Michelob ULTRA Pure Gold
Sensorial campaign will drive awareness of Michelob ULTRA Pure Gold
Slide 20: Michelob ULTRA Infusions
Meetedlob ULTRA INFUSIONS 3m Lule LPRICKLY PEAR CACTIS | i
Slide 21: Flavored beer growth YTD
FLAVORED BEER % GROWTH YTD Source: IRI Volume
Slide 22: Michelob ULTRA family among fastest growing brands in the category
Michelob ULTRA family represents 3 of the top 15 fastest growing brands in the category SILLY BORING ULTRA Source: IRI Volume YTD
Slide 23: Superior Quality, Own Active Lifestyle, Lead Future of Health & Wellness
SUPERIOR OWN ACTIVE LIFESTYLE MEANING THROUGH LEAD FUTURE OF QUALITY EXPERIENCES HEALTH & WELLNESS High Quality Brand YTD Worth Hispanic Share Gainer 30% +7.6 31% #6 Pure Gold 21% +3.3 #13 Infusions 20% Ave. Core ULTRA L6M L3M 01/18 07/18 01/19 07/19 Light Source: Brand guidance & IRI Volume YTD
Slide 24: Thank You
THANK YOU