Anheuser-busch Inbev Sa/nv · EURONEXT:ABI
Anheuser-busch Inbev Sa/nv — Investor Day (2019)
32 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: Carlos Brito, Chief Executive Officer
Carlos Brito Chief Executive Officer, AB InBev • Born: Rio de Janeiro, Brazil • Joined AB InBev: 1989 • Favorite beer: Budweiser
Slide 4: Welcome to New York City
Welcome to New York City
Slide 5: Agenda
Agenda GLOBAL OVERVIEW OUR FLYWHEEL US DEEP DIVE - INTRODUCTION
Slide 6: Agenda
Agenda GLOBAL OVERVIEW OUR FLYWHEEL US DEEP DIVE - INTRODUCTION
Slide 7: Industry leading EBITDA generation and share of global beer
Leading the way in beer and across global FMCGs $22 $20 $17 27% $13 $13 $11 $7 $5 Industry leading Share of EBITDA generation Global Beer
Slide 8: Long-term growth potential for beer category
Long-term growth potential for beer category Value and volume growth Significant potential for per capita Significant potential for on a global basis consumption growth premiumization Global Beer Category Per Capita Beer Consumption (L p.a.) % category volume priced >1.6x largest brand in the market
Slide 9: Unparalleled portfolio of over 500 brands
Unparalleled portfolio of over 500 brands 8 18 of the world’s top billion dollar 10 most valuable brands brands Based on FY18. Source: BrandZ, internal estimates
Slide 10: Diversified footprint, with a balance of developed and emerging markets
Diversified footprint, with a balance of developed and emerging markets FY18 Volume Developed 30% Emerging 70% # OF MARKETS = 80% EBITDA: 5 10 2015 2018 FY18 Revenue Developed 43% Emerging 57%
Slide 11: Positioned for long-term, sustainable growth
Positioned for long-term, sustainable growth #1 Share Position in 7 of the With operations in 16 of the top 20 beer top 10 beer profit pools in the world markets by projected incremental growth Ranking Market ABI Volume Share Position Top 20 Markets by Incremental Volume Growth, 2017 - 2027 (M hl) 1
Slide 12: Leading FMCG in both scale and efficiency
Leading FMCG in both scale and efficiency $55B $22B $9B REVENUE EBITDA UNDERLYING PROFIT $15B 40.4% 26.8% OPERATING EBITDA OPERATING CASH FLOW MARGIN CASH FLOW % SALES Note: based on FY18 financials
Slide 13: We are differentiated by our culture, strategy and business model
We are differentiated by our culture, strategy and business model Dream People Strategy Culture Business Model
Slide 14: We are differentiated by our culture, strategy and business model
We are differentiated by our culture, strategy and business model Dream People Strategy Culture Business Model
Slide 15: We are differentiated by our culture, strategy and business model
We are differentiated by our culture, strategy and business model Dream People Strategy Culture Business Model
Slide 16: We are differentiated by our culture, strategy and business model
We are differentiated by our culture, strategy and business model Dream People Strategy Culture Business Model
Slide 17: Agenda
Agenda GLOBAL OVERVIEW OUR FLYWHEEL US DEEP DIVE - INTRODUCTION
Slide 18: The Flywheel explained
The Flywheel explained An articulation of the most fundamental means by which a company creates enduring value Organized in a deliberate, cascading order to reflect the inevitable momentum from one to the next It all starts with the most essential and defining factor of any Flywheel company The valu
Slide 19: How we used to think about our business
FANATIC OWNERS CREATE & TAKE SHARE PLANE TO SUPERIOR THE US VALUE AND COPY How we used to think about our business INVEST FOR OUT EXECUTE GROWTH COMPETITION (ORGANIC/ IN THE INORGANIC) MARKET EFFICIENCY & SCALE
Slide 20: How we used to think about our business
FANATIC FANATIC OWNERS OWNERS TAKE CREATE & PORTFOLIO CREATE & PLANE TO SHARE OF BRANDS SHARE THAT SUPERIOR THE US AND COPY SUPERIOR VALUE How we CONSUMERS VALUE How we think LOVE used to think about our about our business now business INVEST FOR BECOME INVEST FOR OUT EXECUTE INDISPENSABLE GROWTH GR
Slide 21: How we think about our business now
It all starts with… who, with relentless passion, …with our partners, consumer focus and capabilities, allowing FANATIC develop the world’s best.. us to recruit and retain… OWNERS CREATE & PORTFOLIO OF SHARE BRANDS THAT SUPERIOR CONSUMERS VALUE How we LOVE think about which due to our track record w
Slide 22: It all starts with fanatic owners…
It all starts with fanatic owners… FANATIC Clearly defined Dream People Culture platform OWNERS Fast career paths CREATE & PORTFOLIO SHARE OF BRANDS SUPERIOR THAT Partners with a strong sense of ownership VALUE CONSUMERS LOVE Top talent programs INVEST FOR GROWTH BECOME INDISPENSABLE TO CUSTOMERS, (
Slide 23: Portfolio of brands that consumers love
Portfolio of brands that consumers love We own 8 out of the 10 most valuable beer brands in the world and 18 billion dollar brands PORTFOLIO OF Significant long-term potential for the beer category FANATIC OWNERS BRANDS THAT to premiumize, with High End Company growing CONSUMERS LOVE CREATE & SHARE
Slide 24: Indispensable to customers, consumers and communities
Indispensable to customers, consumers and communities FANATIC OWNERS Customers: CREATE & PORTFOLIO SHARE OF BRANDS Unparalleled excellence in execution across the beer SUPERIOR VALUE THAT CONSUMERS LOVE category Full Digital Sales Strategy + Operational Excellence measured by NPS + Category Manageme
Slide 25: Unparalleled efficiency and scale from our global footprint
When applied to our truly global footprint, gives us unparalleled efficiency and scale FANATIC OWNERS CREATE & PORTFOLIO SHARE OF BRANDS SUPERIOR THAT VALUE CONSUMERS LOVE Most profitable FMCG company in the world BECOME INVEST FOR INDISPENSABLE GROWTH TO CUSTOMERS, Best-in-class cost discipline thr
Slide 26: Providing us with the resources to invest behind growth
Providing us with the resources to invest behind growth FANATIC OWNERS Clear investment focus to drive our CREATE & SHARE PORTFOLIO OF BRANDS SUPERIOR THAT global strategy VALUE CONSUMERS LOVE High End Company operates across 22 markets BECOME INDISPENSABLE INVEST FOR TO CUSTOMERS, CONSUMERS & Meani
Slide 27: Which, with our track record, will allow us to create and share superior value
Which, with our track record and capabilities, will allow us to create & share superior value CREATE & SHARE FANATIC SUPERIOR VALUE OWNERS Diversified geographic footprint and long term PORTFOLIO growth approach OF BRANDS THAT CONSUMERS LOVE Operations in 16 out of 20 top markets that will drive fut
Slide 28: Our Flywheel
…with our partners, allowing who, with relentless passion, us to recruit and retain… consumer focus and capabilities, FANATIC develop the world’s best.. OWNERS CREATE & PORTFOLIO SHARE OF BRANDS SUPERIOR THAT VALUE CONSUMERS Our LOVE which combined with the value which due to our track record and ca
Slide 29: Agenda
Agenda GLOBAL OVERVIEW OUR FLYWHEEL US DEEP DIVE - INTRODUCTION
Slide 30: Why the US?
Why the US? 101MHL 18,000+ VOLUME IN 2018 COLLEAGUES $13.6B 430 2018 NET REVENUE WHOLESALERS (25% of ABI) $5.5B 24 2018 EBITDA BREWERIES (25% of ABI)
Slide 31: Agenda for today
Agenda for today 12:45 – 13:30 Carlos Brito, Chief Executive Officer 13:30 – 14:15 Michel Doukeris , North America Zone President & AB CEO 14:15 – 14:45 Marcel Marcondes, US Chief Marketing Officer 14:45 – 15:15 Break 15:15 – 16:10 Brendan Whitworth, US Chief Sales Officer Amanda Tilley, US VP Categ
Slide 32: Thank You
THANK YOU