Diageo Plc · LSE:DGE
Diageo — H1 2013 Earnings Presentation
13 slides from Diageo's earnings presentation, Jan 31, 2013
Slide 1: Interim Results 31 January 2013
Interim Results 31 January 2013
Slide 2: A strong business, getting stronger
A strong business, getting stronger • Reiterating our medium term guidance • Increased presence in the faster growing markets, pricing globally, growth in US spirits, and premiumisation are driving net sales growth and margin improvement • Continued investment behind our strategy • Achieved: ̶ 9% or
Slide 3: A strong business, getting stronger
A strong business, getting stronger Delivering Investing to Delivering net sales growth + margin + access new growth expansion
Slide 4: Delivering net sales growth
Delivering net sales growth • Building on our strength in the US • Enhancing our presence in the faster growing markets • Leading in Scotch whisky • Managing the challenges of Western Europe and Korea Delivering net sales growth + Delivering margin expansion + Investing to access new growth
Slide 5: Building on our strength in North America
Building on our strength in North America Delivering net sales growth + Delivering margin expansion + Investing to access new growth
Slide 6: Enhancing our presence in the faster growing markets
Enhancing our presence in the faster growing markets Reaching the emerging middle class consumer + Delighting the consumer of luxury goods Delivering net sales growth + Delivering margin expansion + Investing to access new growth
Slide 7: Reaching the increasing number of middle class consumers
Reaching the increasing number of middle class consumers Johnnie Walker volume CAGR in Africa 33% South Africa Total Nigeria East Africa hub Africa regional markets Third party distribution (3)% 2008 2009 2010 2011 2012 2013 Plan 6 months ended 31 December 2012. Delivering net sales growth + Deliver
Slide 8: Delighting consumer of luxury goods
Delighting consumer of luxury goods Delivering net sales growth + Delivering margin expansion + Investing to access new growth
Slide 9: Pricing drives margin expansion
Pricing drives margin expansion £m Net sales growth, £m 70 60 Price Mix 50 40 30 20 10 0 -10 -20 Latin America North America Africa Asia Pacific Europe Delivering net sales growth + Delivering margin expansion + Investing to access new growth 9 Six months ended 31 December 2012.
Slide 10: Investing to access new growth
Investing to access new growth Route to market augmentation Delivering net sales growth + Delivering margin expansion + Investing to access new growth
Slide 11: A strong business, getting stronger
A strong business, getting stronger Delivering Investing to Delivering net sales growth + margin + access new growth expansion
Slide 12: Questions
Interim Results 31 January 2013 Questions
Slide 13: Cautionary statement concerning forward-looking statements
Cautionary statement concerning forward-looking statements This presentation contains ‘forward-looking’ statements. These forward-looking statements can be identified by the fact that they do not relate only to historical or current facts. In particular, forward-looking statements include all statem