Nestle S.a. · SIX:NESN
Nestle — Nestlé Health Science — Investor Day (November 2024)
22 slides from Nestle's investor day presentation, November 2024
Slide 1: Unlocking Our Potential
Unlocking Our Potential Anna Mohl | CEO Nestlé Health Science Abigail Buckwalter | CEO Nestlé Health Science US
Slide 2: Disclaimer
Disclaimer This presentation contains forward looking statements which reflect Management’s current views and estimates. The forward-looking statements involve certain risks and uncertainties that could cause actual results to differ materially from those contained in the forward- looking statements
Slide 3: Empowering Healthier Lives Through Nutrition
Empowering Healthier Lives Through Nutrition Performance Footprint Our Position Where we sell 6.5 bn 2023 sales (CHF) North America Europe Greater #1 19% Consumer Care 66% China 5% #3 #7 6.4% Latin America AOA Vitamins Minerals Supplements Active Nutrition 3-yr average OG 4% 6% (2021 – 2023) What we
Slide 4: We operate in strong growth categories
We operate in strong growth categories Consumer Care Medical Nutrition Vitamins, Minerals and Active Nutrition Supplements (VMS) MARKET CHF CHF CHF SIZE 148 bn 33 bn 13 bn MARKET CAGR ~ 5% ~ 7% ~ 6% 2025-27 4 November 25, 2024 Source: Euromonitor, IQVIA, estimates
Slide 5: Global macro trends are propelling our categories
Global macro trends are propelling our categories Aging Increased health Pressure on health Demand for evidence population ownership spending & data • 1 in 6 people will be 60+ • 48% make proactive health • In 2021 Healthcare • Increase of scientific and by 2030 and wellness choices on expenditure 1
Slide 6: With potential to unlock further growth in both Medical Nutrition and Consumer Care
With potential to unlock further growth in both Medical Nutrition and Consumer Care Opportunities to further nutrition adoption Unlocking the potential to accelerate growth • Insufficient education on role • Educating users and HCPs to of and utilization of nutrition navigate and choose • Generating
Slide 7: Competitive advantage driven by consumer/patient-centricity, powerful brands, and science-based innovation
Competitive advantage driven by combination of consumer/patient- centricity, powerful brands, and science-based innovation Consumer- and patient-centric Powerful differentiated brands Innovation driven by insights, platforms that resonate science, and technology Healthy Protein Longevity Women’s Bio
Slide 8: Advancing NHSc to unlock our potential
Advancing NHSc to unlock our potential Transforming VMS Scaling Active Nutrition Accelerating Medical Nutrition Avg. OG 2020 – 2023 4% Avg. OG 2020 – 2023 15% Avg. OG 2020 – 2023 10% • Increasing penetration • Disease specific focus • Integration • Expanding to new usage • Science-based innovation,
Slide 9: Driving performance: Nestlé Health Science's winning strategies
Driving performance: Nestlé Health Science’s winning strategies 9 November 25, 2024
Slide 10: Enhancing consumer & patient journeys to improve health and healthspan
Enhancing consumer & patient journeys to improve health and healthspan Healthy Longevity GLP-1 Nutritional Support Women’s Health Be the leading source of nutrition support Expand healthspan through nutrition – Be recognized as a powerhouse leader in for GLP-1 users throughout their weight live bett
Slide 11: Addressing Women's specific needs and conditions
Addressing Women’s specific needs and conditions Platform: Insights - Science – Targeted needs & Conditions - Brand range coverage Nature’s Bounty Garden Pure Women’s Medical Optimal Solutions of Life Formulas Nutrition Cornerstone of biotic Nutritional support during Premiumization HCP endorsed pla
Slide 12: Creating winning science & technology-based innovation
Creating winning science & technology-based innovation Protein Biotics VMS formats Leverage Nestlé biotics expertise to Enjoyment forms: Multi-layers, launch new probiotic strains with center-filled liquid, aerated / High Highly new benefits across VMS melt-point to unlock eCommerce / concentrated E
Slide 13: Driving growth through geographic expansion
Driving growth through geographic expansion Scale up in China Expand in India Expand Consumer Care Expand Medical Nutrition Leadership in Real food & plant-based Pediatric Priority VMS proposition available in Cow’s Milk brands now 20 markets Protein Allergy available in more than 50 markets Buildin
Slide 14: NHSc U.S.
NHSc U.S. Abigail Buckwalter | CEO Nestlé Health Science US
Slide 15: NHSc U.S. business: driving sustainable growth
NHSc U.S. business: driving sustainable growth Performance Strong brands across healthcare continuum Forward outlook 3.9 bn 2023 sales (CHF) Strengthen VMS Leadership Consumer Scale in Active Nutrition 5.4% & 3-yr average OG Patient (2021 - 2023) Lead in Consumer and 37.0% Patient-Centric Household
Slide 16: Our VMS portfolio has the scale, agility, and brand power to win
Our VMS portfolio has the scale, agility, and brand power to win Leadership driven by breadth and depth of powerful brands #1 Branded Manufacturer Broadline Targeted VMS Benefit 3 Mainstream Premium Super Premium Pricing Of the top 8 VMS brands on Amazon Food, Drug, Mass, Club Natural HCP Channel #1
Slide 17: Leveraging scale and agility to win with consumers and customers
Leveraging scale and agility to win with consumers and customers #1 Agile Innovation Transversal Science & Technology Trusted Partnerships Magnesium Glycinate: Nature’s Bounty launch in last 3-years #1 US Market Share - Probiotics +$30 m Accelerating insights to activation Leader in probiotics Co-cr
Slide 18: Vital Proteins: defining and transforming the collagen-based category
Vital Proteins: defining and transforming the collagen-based category Incremental Benefits Vital Ambassadors Power of Nestlé 46% Market Share: #1 in collagen +37% 3-yr OG average 5% On trend, science backed functional 44% aided awareness: Collagen in coffee is Household Penetration benefits and new
Slide 19: Orgain: building a billionaire brand, leveraging the power of good, clean nutrition
Orgain: building a billionaire brand, leveraging the power of good, clean nutrition Strong Brand Storytelling Broad Appeal Growing into +9% Adjacent Segments Plant Protein Supplement Category Growth v. PY +19% 2yr OG average since acquisition 8% Trusted equity allows permission Orgain Kids RTD +49%
Slide 20: GLP-1 Nutritional Support: personalized solutions
GLP-1 Nutritional Support: personalized solutions Education, Expertise and Targeted Products and Omnichannel 18 m Marketplace Proprietary Innovation Partnership US adults currently on GLP-11 +22% GLP-1 consumers are trying to eat more protein and/or fiber2 78% GLP-1 users report side effects 2 1 Sou
Slide 21: Medical Nutrition: outpacing market growth with a proven ecosystem
Medical Nutrition: outpacing market growth with a proven ecosystem Amplified HCP Most Comprehensive Caregiver and eCommerce $2.8 bn Engagement Portfolio Acceleration 2023 U.S. Eternal Feeding Formulas Market 35% Market Share +9% 400 K+ annual engagements Leader in peptides +10% growth in e-commerce
Slide 22: Key messages
Key messages 1. Leading portfolio with competitive advantages driven by consumer and patient- centricity, powerful brands, and science-based innovation 2. Accelerating profitable growth and market share in the US through supply recovery, unlocking efficiencies to reinvest in priority brands and cons