Gsk Plc · LSE:GSK
Gsk — Investor Presentation (June 2010)
29 slides from Gsk's investor presentation, Jun 23, 2010
Slide 1: HOURS
HOURS clo STRONGER it _ ENA E may \Breathe Nicorette Right ci | Relieves ~ Nasal Congestion iE a POLIDENT. ANTIBACTER SS OS oe SS eS eS —_——S > * EXTRA WHITENING GSENSODYNE = © NET WT 4.002 (11 36) Relieves Painful Sensitivity
Slide 2: Relieves Painful Sensitivity
3h. Relieves Paintol Saamtbesy:
Slide 3: Cx Macro Trends
Slide 4: Strategy Map
fos Fea Strategy Map Shareholder Value Scientifically Superior Brand Growth Superior Brand New Portfolio Products Communication Consumers Expansion Marketing Geographic New Innovation z : Excellence Expansion Business
Slide 5: Future Model
SD sesee. Future Model _ Core Markets Future group = == ~ , Go to Market Go to Market nee ATC Success Plan Input
Slide 6: Consumer Healthcare
Consumer Healthcare Oral Nutritional Health Health Health
Slide 7: Brand portfolio
Agia SENSODYNE S q 7 Breathe Right: alli NQuitin (oldrex’ ACTIPROTECT Hinds. ANT! VIRAL FACE MASKS OSCAL
Slide 8: Scientifically Superior Brands and Claims
Scientifically Superior Brands and Claims Brand Claim Brand Claim Brand Claim SENSODYNE —_Clinically ee = proven to strona — work in ger 60 seconds enamel li ety eh Nicorette fae 50% more alll pitta i — < : alli : aid clinically |||, | 3 times Dass weight proven to Lozenge, | Piciae loss reduce = J
Slide 9: Venture group
Venture group Accelerate Growth Opportunities
Slide 10: Brand Marketing Excellence
Brand Growth Marketing Excellence
Slide 11: US Oral Care Sales Growth
US Oral Care Sales Growth + EXTRA WHITENING SENSODYNE. er TATAAOLOYIR _ Relinves Painid Seratatty | = TE saber = e I ae |SENSODYNE aa Nielsen Data: 2005, 12 Weeks Ended 29 Jan 2005; 2010, YTD Ended 29 May 1
Slide 12: US Oral Care Sales Growth
2 US Oral Care Sales Growth % => Market LISTERINE K2ZEIGy Crest Aquatresh’ bioténe stNsopyne Nielsen Data: MAT Ended 22 May, Oral Care Market, Colgate, Crest Aquafresh, Sensodyne are toothpaste only. 12
Slide 13: More than All the Market Growth!
@, ... More than All the Market Growth! / Colgate‘ Market Share Share of Growth Nielsen Data: MAT Ended 22 May, Toothpaste Category. CHART |S ILLUSTRATIVE, GSK is mathematically >400% of market growth 13
Slide 14: S&S Sales 2007 to 2010
S&S Sales 2007 to 2010 fm | Aquatresh: SENSODYNE’ bioténe 200 175 150 125 2007 2008 2009 2010 YTD Sensodyne and Aquafresh Toothpaste Sales 14
Slide 15: alli European marketing
Slide 16: Nicorette digital quit program
Rate your me rp Orta et easonn to Quit and get fom Uroart we ue ae GB Forgotter: Username a seord Track temptation team what your big triggers are by tracking your moments of temptation Give up smoking, not your social life Read more (> Lorem ipsum dolor sit mmat. consectetuer ncipiacing elit. Mardi
Slide 17: Committed Quitters
Committed Quitters oo” * —* Today Daily action Deep breathing can help you relax when temptation lve been showing temptation who’s boss for: 5 days fas. Sit upnignt with your feet flat on the Naor and your rms and hands in a reileed position Breathe: i demply ° through your 203€ 8% you Count to five
Slide 18: Compare the when, where and why of your temptation
Compare the when, where and why of your temptation @ eemprations @ concenes | ‘ly ohuovk ww After meal “‘ After tea or coffee Nothing to do es ry Wresistible urge fe) 2 § @ temptators _ Why Here you can see the reasons why you've been tempted since starting your plan The pink column shows temptation
Slide 19: Compare the when, where and why of your temptation
Compare the when, where and why of your temptation @ sompiatons © costes | Walking k; @ & Where This chart combines all the temptations you've tracked since your quit date so you can see the places where you're tempted most. The green column represents temptation, while the orange column shows the n
Slide 20: Slide 20
Slide 21: Geographic Expansion
Geographic Expansion 21
Slide 22: Emerging Market Consumers
Emerging Market Consumers ad “/Emerging ‘» Households fe
Slide 23: Geographic Expansion Strategy
Geographic Expansion Strategy Investment Footprint ® BRIC and Satellite Markets Globalise the Future Group Brand Portfolio ® Invest in large proven brand concepts Go to Market ® Price Points ® Distribution and Availability Business Development ® Strategic Partnership ® Acquisition 23
Slide 24: BRIC & Satellite 2009 Sales
BRIC & Satellite 2009 Sales % Growth 36% 20% 20% 11% 11% 12% 8% 8% 1% 3% 3% -1% Asia =. CariCAm Mexico Chile Caen Venere So = MEPIT — Brazil China = India. Srilanka Russia Romania Poland Czech Hungary Ukraine ee ee ee DS ed ee ee be 24
Slide 25: Emerging Market Sales vs Competition
Emerging Market Sales vs Competition % of Sales from Emerging Markets 100% 5 90% + 80% + 70% 5 60% 5 50% 5 40% + 30% + 20% 5 10% ; 0% 4 SQ Frear $4 PRG m=Emerging Markets Developed Markets uromonitor Data 25
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Slide 27: Strategies Aligned to Critical Capabilities
Strategies Aligned to Critical Capabilities to Create Competitive Superiority Shareholder Value Pape Brand é , Communi ion »& Marketing Geographic Innovation : : Excellence Expansion Business Build Powerful Brands Innovation Capability and Productivity Superior Customer Partnerships - Shopper Market
Slide 28: Capabilities for Sustainable Growth
Capabilities for Sustainable Growth « Science based, Consumer Innovation focused, High productivity Brand Building « Digital y « Claim Science Expert Marketing and Legal Grocery and Pharmacy Retail Partnerships |" S"°PPer Marketing « Grocery & Pharmacy Global Infrastructure ce « Detailing Cost Reduc
Slide 29: \ Breathe Nicorette
\ Breathe Nicorette Right ci Relieves Nasal Congestion Reduces Snor * EXTRA WHITENING POLIGRIP p= TSENSODYNE © NET WT 4.0 OZ (1136) Relieves Painful SenstMvity