Diageo Plc · LSE:DGE

Diageo — Investor Presentation (May 2018)

12 slides from Diageo's investor presentation, May 16, 2018

  1. Slide 1: Diageo LAC President's Call

    DIAGEO LAC PRESIDENT’S CALL 16 MAY 2018 1

  2. Slide 2: LAC continues to be a region with attractive growth opportunities

    LAC CONTINUES TO BE A REGION WITH ATTRACTIVE GROWTH OPPORTUNITIES DUE TO FAVORABLE DEMOGRAPHICS AND RISING INCOME ~7m new LPA+ consumers per year* Strong social upward mobility continues Millions of people Population per income band** 1.0% 2012 2020 648 583 100 100 600 539 1.6% Wealthy 18% 31% 461 4

  3. Slide 3: Spirits penetration is low compared to other markets, and Scotch is expected to grow

    SPIRITS PENETRATION IS LOW COMPARED TO OTHER MARKETS, AND SCOTCH IS EXPECTED TO GROW NEARLY TWICE AS MUCH AS TBA TBA Retail Value by Category Forecast Volume CAGR 2017 -2021 Total LAC vs USA Total LAC, excluding Venezuela 3.5% 100% Wine 11% 25% Spirits 16% 1.9% 2.1% 33% Beer 73% 42% LAC USA TBA BEER

  4. Slide 4: In Scotch, we have leading position in all key markets and continue to gain share

    IN SCOTCH, WE HAVE LEADING POSITION IN ALL KEY MARKETS AND CONTINUE TO GAIN SHARE Diageo value share of scotch (%) Mexico 68% Panama 74% Venezuela Guatemala 35% 72% Costa Rica 70% Colombia 76% Brazil 58% Peru Uruguay 63% 51% Chile 53% Argentina 64% Share growth Source: Nielsen/Niscam Dec 2017 Share

  5. Slide 5: Diageo has been driving most of category growth

    DIAGEO HAS BEEN DRIVING MOST OF CATEGORY GROWTH Scotch retail value growth– key players USD billion +1.0 2.5 Diageo 1.5 Competitor 1 Competitor 2 0.7 0.4 0.1 0.2 2006 2016 Source: IWSR 2016 5

  6. Slide 6: We continue to recruit and re-recruit consumers with Johnnie Walker

    WE CONTINUE TO RECRUIT AND RE-RECRUIT CONSUMERS WITH JOHNNIE WALKER Keep Walking campaign in the Dominican Republic Mexico F1 activation INSPIRING STORIES COMPELLING DRINKS STRATEGY GIFTING BLUE LABEL Limited edition packs that revisited the evolution Johnnie Walker Blue Label pop up store in Peru o

  7. Slide 7: Click here to play video

    CLICK HERE TO PLAY VIDEO 7

  8. Slide 8: Black & White is successfully recruiting new consumers and injecting vibrancy into the category

    BLACK & WHITE IS SUCCESSFULLY RECRUITING NEW CONSUMERS AND INJECTING VIBRANCY INTO THE CATEGORY Mexico NSV Mexico value growth share 37% 31% H1 F18 vs H1 F17 Segment leader #1 Brazil NSV Brazil value growth share Brand in Segment 120% 38% H1 F18 vs H1 F17 Segment leader Colombia volume Colombia valu

  9. Slide 9: Net sales in non Scotch categories were up 25% in H1 F18

    NET SALES IN NON SCOTCH CATEGORIES WERE UP 25% IN H1 F18* Organic net sale growth H1 F18* 78% Vodka Rum 53% Liqueur 45% Tequila Gin Cachaca 16% 4% 6% Vodka Rum Liqueur Tequila Gin Ypioca *excludes LAC travel retail 9

  10. Slide 10: We continue to invest to develop a stronger cocktail culture

    WE CONTINUE TO INVEST TO DEVELOP A STRONGER COCKTAIL CULTURE 10

  11. Slide 11: Cautionary statement concerning forward-looking statements

    Cautionary statement concerning forward-looking statements This document contains ‘forward-looking’ statements. These statements can be identified by the fact that they do not relate only to historical or current facts. In particular, forward-looking statements include all statements that express fo

  12. Slide 12: Celebrating life, every day, everywhere

    CELEBRATING LIFE, EVERY DAY, EVERYWHERE 12

Diageo — Investor Presentation (May 2018) on 6ix