Hormel Foods Corporation · NYSE:HRL
Hormel Foods — Investor Day (June 2015)
22 slides from Hormel Foods's investor day presentation, Jun 11, 2015
Slide 1: Refrigerated Foods
Refrigerated Foods Tom Day Group Vice President 1
Slide 2: Hormel Refrigerated Foods
Refrigerated Foods Hormel Refrigerated Foods Meat Products Foodservice Affiliated Business Units Applegate* Fresh Pork Deli Retail/Club Farmer John Burke Dan’s Prize *Expected July 2015 Closing 2
Slide 3: Refrigerated Foods Brands
Refrigerated Foods Brands MANY OF THE "chore Lio: Refrigerated Foods brands HOLD THE HY o #2 MARKET SHARE POSITION IN THEIR CATEGORIES ay cure|s1
Slide 4: Meat Products
Meat Products NATURAL CHOICE’
Slide 5: Hormel REV Snack Wraps
® ® Hormel REV Snack Wraps Last 52 Weeks… • Brand awareness = 62% • Meeting trial and repeat rates Sustaining energy to • 2014 pacesetters – REV #20 keep you going. FOR THOSE WHO ARE HUNGRY™ 5
Slide 6: Broad Consumer Appeal
On-the-Go Broad Consumer Appeal Portable Immediate Snacking 52% Male 48% Female Sustaining energy to keep you going. FOR THOSE WHO ARE HUNGRY™ Commercial – Yr. 3 Creative REV = Anyone, Anytime, Anywhere 6 6
Slide 7: Hormel REV Brand Support
® ® Hormel REV Brand Support On-the-Go 7
Slide 8: Hormel Pepperoni and Hormel Gatherings Brands
Hormel ® Pepperoni and Hormel Gatherings® Brands Sales Sales 2009 2014 2009 2014 8
Slide 9: Hormel Gatherings Brand
® Hormel Gatherings Brand On-the-Go HHP: 6% Meeting trial and repeat rates Gatherings Happen. Source: 52 week IRI data ending 5/17/15 9
Slide 10: Hormel Gatherings Brand
® Hormel Gatherings Brand On-the-Go 10
Slide 11: Hormel Black Label Bacon
® ® Hormel Black Label Bacon Sales We’re as serious about bacon as you are. BACON TO THE CORE 2009 2014 11
Slide 12: The Premium Set
The Premium Set We’re as serious about bacon as you are. BACON TO THE CORE 12
Slide 13: Innovation
Innovation Taco Meats 13
Slide 14: Hormel Natural Choice Lunch Meat
® ® Hormel Natural Choice Lunch Meat Healthy / Holistic Sales Sales growth Everyone deserves to eat well ahead of well all the time. the category MAKE THE NATURAL CHOICE™ 2009 2014 14
Slide 15: Hormel Natural Choice Lunch Meat
® ® Hormel Natural Choice Lunch Meat Healthy / Holistic Natural Fresh Simple 15
Slide 16: Hormel Natural Choice Brand Support
® ® Hormel Natural Choice Brand Support 16
Slide 17: 17
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Slide 18: Healthy / Holistic
© Healthy / Holistic APPLEGATE. NATURAL & ORGANIC MEATS 1 PRODUCT cateconie6 XPAND Sropuct DISTRIBUTION-POI u 1 ORGANIC wiagy se ABS: or, Wile APPEAL MARKET S (0) 4B Hein- B tenevae’ and health conscious value-. S cetrpreteinsioe Natural/Speciabjrategy . CONSUMERS
Slide 19: What Comes With It?
What Comes With It? • Applegate ® brand • New Jersey based management, marketing, and sales team of ~100 employees • Market share lead in 6 value-added categories • Several supplier and manufacturing agreements • Diverse farmer/grower network • Retailer relationships in the natural and specialty cha
Slide 20: What Changes Are Expected?
What Changes Are Expected? • Applegate will operate as a standalone subsidiary in our Refrigerated Foods division • No changes to supply chain, product formulas, or company mission and practices 20
Slide 21: A Track Record for Growth
A Track Record for Growth Refrigerated Foods Net Sales in millions 2009 2010 2011 2012 2013 2014 21
Slide 22: Refrigerated Foods
Refrigerated Foods Tom Day Group Vice President 22