Treasury Wine Estates Limited · ASX:TWE
Treasury Wine Estates — Macquarie Australia Conference 2022
14 slides from Treasury Wine Estates's conference presentation, May 4, 2022
Slide 1: Macquarie Australia Conference Presentation
For personal use only 4 May 2022 ASX ANNOUNCEMENT Macquarie Australia Conference Presentation Chief Executive Officer and Managing Director of Treasury Wine Estates Ltd (ASX:TWE), Tim Ford, will today provide an address at the Macquarie Australia Conference. Enclosed are the presentation materials.
Slide 2: The Global Wine Opportunity
For personal use only The Global Wine Opportunity Macquarie Australia Conference TIM FORD, CHIEF EXECUTIVE OFFICER 4 MAY 2022
Slide 3: Disclaimer
Disclaimer This presentation is in summary form and is not necessarily complete. It should be read together with the Company’s other announcements lodged with the Australian Securities Exchange, which are available at For personal use only www.asx.com.au This presentation contains information that i
Slide 4: This is Treasury Wine Estates
This is Treasury Wine Estates For personal use only Premium focused and consumer- led global wine company Award winning portfolio of premium wine brands Sales in over 70 countries across multiple distribution channels World class asset base in internationally acclaimed wine making regions 2,600 tale
Slide 5: Our long-term investment case
Our long-term investment case The key elements that support our through the cycle growth ambitions For personal use only Attractive Best global portfolio Winning RTM Unparalleled Strong and category of premium wine model in all global asset flexible capital fundamentals brands priority markets base
Slide 6: We have exceptional brands
We have exceptional brands A deep and diverse portfolio, growing through consumer-led focus and innovation For personal use only Penfolds | A global luxury icon and the 19 Crimes | A global phenomenon, with Stags’ Leap | Napa Valley’s finest and world’s most admired wine brand1 over 5m cases sold in
Slide 7: Global category outlook
Global category outlook Category growth is being driven globally by the premium and luxury price points For personal use only Global wine category growth trends2 • Consumers are trading up, driven by younger % TWE age groups and continued emergence of the revenue3 ‘buy better’ trend 2020 Luxury sale
Slide 8: Premium and luxury markets
Premium and luxury markets1 A select number of markets matter most in the premium and luxury segment For personal use only Largest premium and luxury wine markets • Global premium and luxury wine segment sales totalled $103bn in 2020 30 Premium and Luxury market (A$bn) 25 • The top 10 markets repres
Slide 9: The Asian opportunity
The Asian opportunity1 We are well placed to lead the emerging and fast-growing Asian wine market For personal use only Forecast growth across key Asian markets • Asia is a significant market for premium and luxury wine, with sales totalling $13.3bn in 2020 ($7.2bn ex-China) 10.0% Forecast growth (C
Slide 10: Consumer trends
Consumer trends Emerging consumer trends provide us with another platform for long-term growth For personal use only Unique, ‘culture-led’ brands Lighter, more refreshing styles Health consciousness • Consumers are looking for unique • Lighter style wines that suit multiple • Health and wellness is
Slide 11: An evolving landscape
An evolving landscape The world continues to evolve, and we are leading change across the wine industry For personal use only X Technology as a disruptor Acceleration of e-commerce Climate and sustainability • Breakthrough technologies are • E-commerce sales are growing • Climate change will necessi
Slide 12: TWE is best placed to win
TWE is best placed to win To capture these opportunities, we must build capabilities beyond existing strengths only Our core enterprise strengths today Areas where we are prioritising further investment Core differentiators and unique capabilities Acclaimed heritage and new to Consumer-led premium a
Slide 13: Our ambition
Our ambition What does being the world’s most admired premium wine company look like? For personal use only Industry leader in premium and luxury Best distribution across physical and wine and #1 across all priority markets digital shelves in priority channels World’s leading wine portfolio with Gra
Slide 14: In Summary
In Summary For personal use only The long-term opportunity to We are best placed to capture We will continue to evolve deliver growth and returns in this opportunity and we intend through investment in the global premium and luxury to lead the category, globally technology, sustainability and wine m
Treasury Wine Estates — Macquarie Australia Conference 2022 on 6ix