Glanbia Plc · EURONEXT:GL9
Glanbia — Investor Day (2016)
17 slides from Glanbia's investor day presentation, 2016
Slide 1: Michele Kessler, President & CEO thinkThin
Michele Kessler, President & CEO thinkThin Glanbia Performance Nutrition
Slide 2: Sizzle reel / video insertion
Sizzle reel / video insertion here
Slide 3: The thinkThin Brand
THE THINKTHIN BRAND • A lifestyle brand with a passionate following • Delicious, protein-rich, convenience food • Wide ranging premium product portfolio: – Protein bars and bites – Oatmeal – Smoothie mix 3
Slide 4: A Lifestyle Brand with Delicious Products
A LIFESTYLE BRAND WITH DELICIOUS PRODUCTS High Protein 10 Protein & Protein Nut Limited Protein Smoothie Bars Fiber Bars Bars Edition Bars Bites Oatmeal Mix 12 Flavors 7 Flavors 5 Flavors 3 Flavors 4 Flavors 5 Flavors / 3 Flavors --- --- --- --- --- 2 formats --- --- Attributes Attributes Attributes
Slide 5: An Attractive Space and a Winning Brand
AN ATTRACTIVE SPACE AND A WINNING BRAND Nutrition bar market • $2.8bn category • Unique success across channels • High growth category • Unique appeal to female • Consistent long-term consumer trends consumers in health and convenience without alienating males • Product well-suited for numerous • Dr
Slide 6: The thinkThin Consumer
THE THINKTHIN CONSUMER PURCHASING Our core customer… PROFILE Balanced Health Seeker MALE FEMALE • Strives to make sensible choices but 20% 80% doesn’t believe in depriving herself • Believes food should nourish her body and satisfy her senses • Pays attention to packaging and labels …but consumption
Slide 7: Consumer Behavior
CONSUMER BEHAVIOR Balanced Health Seeker: 79% Pays more for a product made by a trusted company 73% Buys brands that reflect personal style 69% Buys based on quality, not on price 68% Checks ingredients and nutrition before buying 61% Buys natural products and thinks about family health 7
Slide 8: thinkThin's Lifestyle Brand Identity
THINKTHIN’S LIFESTYLE BRAND IDENTITY… …is modern …reflects my …is truly different lifestyle from other brands 1. Source: thinkThin consumer survey, 2015. Peer index average responses for Lunabar, Larabar and Clif Bar 8
Slide 9: Channel Diversity
CHANNEL DIVERSITY Natural & Mass & Club Drug, convenience Food retail Speciality retail & internet 9
Slide 10: thinkThin Competencies that Complement Glanbia
THINKTHIN COMPETENCIES THAT COMPLEMENT GLANBIA • CPG approach: rigour & discipline • Female lifestyle consumer & snacking expertise • FDMC shopper understanding • Consumer & customer intimacy • Expand Internationally • Operational & supply chain 10
Slide 11: Compelling Future Opportunity
COMPELLING FUTURE OPPORTUNITY • Defined growth strategy to drive velocity gains • Strong execution is driving share • Exciting tailwinds • Innovation: Protein bites & Oatmeal case-studies 11
Slide 12: Growth Strategy
GROWTH STRATEGY: 1. Marketing • National television ad campaign 2. Retail Acceleration • Connecting consumers via • Distribution gains social media • Digital marketing 1. 2. • Velocity gains • Decreasing promotion & print marketing • Untapped channel opportunity 3. 3. Innovation • Bar Category (Bite
Slide 13: Drivers of Growth
DRIVERS OF GROWTH Source: IRI DATA LATEST 52 WEEKS ENDING 4-17-16 13
Slide 14: Exciting Tailwinds
EXCITING TAILWINDS • Health & Wellness consumer mega trend • Increase of snacking/convenient food • Retailers driving wellness & snacking growth 14
Slide 15: Brand Extension: Protein Bites
BRAND EXTENSION: PROTEIN BITES • Bite-sized squares of thinkThin bars • Gluten-free and non-GMO ingredients • “Pop them in your mouth” • Convenient, shareable & addresses different usage occasions • Each serving contains 10g of protein, 5g of fiber and less than 200 calories 15
Slide 16: Brand Extension into New Aisle: Oatmeal
BRAND EXTENSION INTO NEW AISLE: OATMEAL • Single serve and family-boxes of thinkThin Oatmeal • Bold step to enter a new aisle & food category • Consumers preferred in blind taste tests • Gaining market share since launch • Each serving contains 10g of protein, 5g of fiber and 200 calories 16
Slide 17: The Future is Bright
THE FUTURE IS BRIGHT • The brand & the consumer: Distinctive and differentiated brand identity Great tasting food products Growing passionate loyal user base • Innovation pipeline: Consumer insights informing new product development Substantial upside including brand extendability Proven success in