Jeronimo Martins, Sgps S.a. · EURONEXT:JMT
Jeronimo Martins, Sgps — Jerónimo Martins — Investor Presentation (March 2016)
10 slides from Jeronimo Martins, Sgps's investor presentation, March 2016
Slide 1: Colombia - We have a strong opportunity ahead of us and a solid plan to capture it
Colombia - We have a strong opportunity ahead of us and a solid plan to capture it
Slide 2: Colombia setup history 2012-2016
Colombia - We have a strong opportunity ahead of us and a solid plan to capture it 2012-2015 - Solid central structure for the Company Set up the - Full speed first operating region – Eje Cafetero with 101 stores Company and - Offer adjusted to the consumer needs with strong Private the first front
Slide 3: 2016 - The beginning of a new cycle: what we take with us
Colombia - We have a strong opportunity ahead of us and a solid plan to capture it 2016 - The beginning of a new cycle We will take with us … JM Way 3 years of Experience in Colombia Food Specialist Running a value proposition and a business model that had the time to Price / Cost Focus do a lot of
Slide 4: 2016 - The beginning of a new cycle: focus on expansion
Colombia - We have a strong opportunity ahead of us and a solid plan to capture it 2016 - The beginning of a new cycle We will be focused on… Focus on expansion • Gaining momentum on our expansion vision • Continuously improving the value proposition to capture consumer preference • Closely collabor
Slide 5: Our Vision for Expansion
Colombia - We have a strong opportunity ahead of us and a solid plan to capture it Our Vision for Expansion Our Regional perspective of the market • We have divided Colombia in 7 Markets/Regions • Such distribution accounts for 95.2% of the total population (96.1% Urban) • Remaining area of the coun
Slide 6: 2020 Ambition
Colombia - We have a strong opportunity ahead of us and a solid plan to capture it 2020 Ambition • Our ambition is to approach 1,000 stores by the end of 2020 having initiated presence in 5 regions In 2016 a third region is on its way to be opened - we will enter in the Central Region (in the surr
Slide 7: Ara Colombia March 2016
FIELD Barranquilla Winuie iO . COLOMBIA 158 16 MAR 2016 ARA Evolution of Key Metrics
Slide 8: Evolution of Key Metrics: store network and selling area
Evolution of Key Metrics Store network evolution – nr. of stores 145 120 Region 2-Coast 86 87 93 Region 1-Eje 45 60 36 38 Jan/14 Apr/14 Jul/14 Oct/14 Jan/15 Apr/15 Jul/15 Oct/15 Jan/16 Selling Area (Sqm) 44,850 Region 2-Coast 37,417 27,976 28,244 29,606 Region 1-Eje 18,441 21,945 16,045 16,727 Jan/1
Slide 9: Evolution of Key Metrics: consistent sales density
Evolution of Key Metrics Sales (COP' 000,000) 400,000 375,539 Consistent 300,000 sales density delivery 200,000 173,851 100,000 53,351 0 2013 2014 2015 The Openings’ effect Avg Sales per store (COP’ 000,000) 381 400 Ara 306 307 314 294 305 335 274 211 Region 1-Eje Region 2-Coast 0 Jan/14 Apr/14 Jul/
Slide 10: Evolution of Key Metrics: Private Brand share of sales
Evolution of Key Metrics Private Brand (share of total sales) 40% 39.8% 38.9% 35.8% 35.1% 32.6% 32,0% 30% 22.3% 22.0% 23.1% 20% 10% 0% Mar/13 Jul/13 Nov/13 Mar/14 Jul/14 Nov/14 Mar/15 Jul/15 Nov/15 The region of the Coast started immediately with PB penetration close to the level of the Region 1
Jerónimo Martins — Investor Presentation (March 2016) on 6ix