Koninklijke Ahold Delhaize N.v. · EURONEXT:AD
Koninklijke Ahold Delhaize — Ahold Delhaize — Investor Day (2024)
31 slides from Koninklijke Ahold Delhaize's investor day presentation, 2024
Slide 1: EU & I regional strategy update
strategy day 2024 EU & I regional strategy update Wouter Kolk
Slide 2: Cautionary notice
cautionary notice This communication contains information that qualifies as inside information within the properties that the Company owns or leases; competitive labor markets, changes in meaning of Article 7(1) of the EU Market Abuse Regulation. labor conditions and labor disruptions; increases in
Slide 3: Welcome to our 2024 strategy day
welcome to our 2024 strategy day 01 02 03 04 05 Opening U.S. EU&I Deep Financial & Group Regional Regional Dives Ambitions Strategy Strategy Strategy • People & Communities • Own Brand • Technology & AI 3 Ahold Delhaize - Strategy Day 2024
Slide 4: AD EU&I is a front-running retail organization
AD EU&I is a front-running retail organization >5600 stores across Europe >150 years of heritage 11 great local brands ~175k associates
Slide 5: We have continued to drive growth across our markets
we have continued to drive growth across our markets €34bn net total sales 7% sales (2023) growth #1 #2 CAGR (’19 – ’23) #1 #1 3% store growth CAGR #2 #2 #6 (’19 – ’23) #1 #1 or #2 14% #2 #1 leadership position e-commerce penetration across almost all of (including bol, 2023) our markets
Slide 6: Our past strategy has driven a series of big wins
our past strategy has driven a series of big wins 7000 price favorites 54% omnichannel loyalty scaled across sales europe (in 2023) scaled own brands from NL to other parts of Europe increased omnichannel engagement with customers 2x save for our customers (since 2019) 1.5x e-commerce 5x complementa
Slide 7: Wanneer kiezen
Wanneer kiezen echt te ne
Slide 8: Our growing together strategy
our growing together strategy our our purpose growth inspiring everyone to eat and live better, for a model healthier future for people and planet our vision together, we are your profitable growth… trusted local food retailer industry leading margins strong free cash flow growing shareholder return
Slide 9: Our purpose, local leadership and regional reach
what makes us stand out from others is our purpose, local leadership and regional reach purpose deliver differentiated driven experiences locally scale capabilities regionally
Slide 10: Engaging with our customers deeper than ever before
additional a unique +~10% features for experience spend by deeper for every app users engagement user 1.5x invest in our winning CVP engaging with our customers deeper than ever before 2023 2028 app first digital personalization & monthly active app engagement relevance users
Slide 11: Mijn Albert Heijn
Mijn Albert Heijn Pannenzegels Mijn AH Miles A Meer da A. 4 / producten 2e gratis Voor jou in de Bonus
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Slide 14: Trusted products are a key part of our CVP
price favorites joint development more value invest in our winning CVP healthier choices trusted products across EU to maximize own are a key part of differentiation support healthier serve more brand our CVP customers: capabilities choices: fruit & affordable & be more vegetable accessible innovati
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Slide 17: Prijsfavorieten
Prijsfavorieten Topkwaliteit. Altijd laag geprijsd.
Slide 18: We lead the way to a healthy & sustainable food system
invest in our winning CVP we lead the way to a healthy & sustainable food system customer low-carbon supplier & farmer engagement footprint products engagement supporting customers to informing customers working closely with our make healthier choices on the impact of their extensive supply chain to
Slide 19: gekoeid bewaren (Max
gekoeid bewaren (Max
Slide 20: Benelux: the advanced growth model
Benelux the advanced growth model densify and grow markets we are leaders in the Benelux and are well positioned for continued growth >Im members in the paid strongest retail brand in Benelux 100% of Delhaize stores sold loyalty program, premium (9x in a row) to local entrepreneurs
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Slide 22: al open zijn op
al open zijn op IL NOVEMBER °*
Slide 23: bol growth metrics
€5.8bn strongest local retail brand & 7% active GMV CAGR of 19% B-Corp status customers (2019 – 2023) growth CAGR (2019-2023) 45% UOP 12.1% growth CAGR advertising via bol CAGR (2019-2023) (2019-2023) >50K partners 50% ~38m logistics via bol CAGR up 30K since 2019 (2019-2023) products
Slide 24: CSE: the growth opportunity
CSE the growth opportunity densify and grow markets we built a portfolio of brands that create impact for our customers & communities harmonized top employer multiple organization in most CSE markets sustainability to drive efficiencies awards
Slide 25: Regional strengths combine local propositions with regional scale
densify and grow markets regional strengths we combine highly local propositions with regional scale to unlock value stronger source enhanced product at scale customer portfolio experience
Slide 26: Benelux and CSE future plans
densify and grow markets Benelux CSE the advanced growth model the growth opportunity our future plans are being supported by deep local engagement and the scale of our regional portfolio grow through leading complete operating integrate Profi & grow omnichannel model model turnaround & regional pre
Slide 27: Profi: grow regional presence
Profi grow regional presence densify and grow markets our planned acquisition of Profi is a great proof point of how we will grow regional Mega Image Profi presence densify strong strengthens existing markets with geographical format fit our relevance in the CSE region and complementary complimentar
Slide 28: Capture growth through innovation
retail media & insights monetization exploring new growth retail media innovate for growth growth and efficiency capture growth >2x through refurbished at bol innovation 2023 2028 waste-to-value at Albert Heijn
Slide 29: Unlock a new level of operational excellence
leverage and lower our cost base unlock a new level of operational excellence immediate future proof scale partner models and efficiency efficiency gains operations to maximize efficiency joint automation affiliate sourcing & AI model
Slide 30: Return to historical profit levels
return to be the #1 in every market for our historical customers profit levels & employees leverage existing infrastructure for 15% square meter expansion new revenue opportunities in our footprint unlock efficiencies 50% growth in monthly >2x from scaled sourcing, automation & AI active app users g
Slide 31: Our growing together strategy
our growing together strategy our our purpose growth inspiring everyone to eat and live better, for a model healthier future for people and planet our vision together, we are your profitable growth… trusted local food retailer industry leading margins strong free cash flow growing shareholder return