Rs Group Plc · LSE:RS1
Rs — Electrocomponents — Investor Presentation (February 2013)
19 slides from Rs's investor presentation, Feb 20, 2013
Slide 1: Electrocomponents plc Global Offer Investor Update
Electrocomponents plc GLOBAL OFFER INVESTOR UPDATE 20 FEBRUARY 2013 LONDON
Slide 2: Agenda
Agenda Introduction Simon Boddie Global Offer Chris Page Q&A All Raspberry Pi demo Pete Wood
Slide 3: Introduction
Introduction There are strong forces driving globalisation in our industry We are evolving to a global operating model This is involving making big changes to the way we run the Group These changes will extend our advantages over smaller competitors These changes will deliver a higher rate
Slide 4: New global organisation structure in place
New global organisation structure in place Global Operating Model STRATEGY OFFER MARKETING SALES IT FINANCE HR Significant change to how we run the business 4
Slide 5: Agenda
Agenda Introduction Simon Boddie Global Offer Chris Page Q&A All Raspberry Pi demo Pete Wood
Slide 6: Global Offer – key messages
Global Offer – key messages We are making a big change to how we manage the Group’s product range and service levels We will build and deliver one true global product offer to get more products, to more customers, more reliably to drive sales We will drive a higher return on stock Central to d
Slide 7: Category strategy built around target customers
Category strategy built around target customers How we How we promote Electronic Design Machine & Panel Maintenance manage the offer Engineers Builders Engineers the offer Semiconductors Famous Growth for Interconnect, Passives & Electromechanical (IP&E) drivers (c. 60% of sales) Automation & Contro
Slide 8: New operational structure to deliver goals
New operational structure to deliver goals Product & Category Inventory Pricing Content Operations Effectiveness Finance Supplier Marketing Semi’s FAMOUS FOR IP&E A&C MUST KNOWN FOR ET&M HAVE Support Definitions: IP&E = Interconnect, Passives & Electromechanical A&C = Automation & Control ET&M = Ele
Slide 9: “Famous for” markets are large and high-growth
“Famous for” markets are large and high-growth Electronics Market Automation & Control Market Estimated c. £15bn accessible market for Estimated c. £5bn accessible market High Service Level Distribution for High Service Level Distribution Forecast 9% CAGR for global Forecast 9% CAGR for glob
Slide 10: We have the support of the global brands
We have the support of the global brands Major Electronics Suppliers Major Automation & Control Suppliers We have strong relationships with the major suppliers 10
Slide 11: We have good momentum in these markets
We have good momentum in these markets Electronics Performance Automation & Control Performance 15% 15% Sales CAGR, FY10 - FY12 (%) Sales CAGR, FY10 - FY12 (%) 10% 10% 5% 5% 0% 0% Electronics Group Automation and Control Group 9% sales CAGR FY10 - FY12 12% sales CAGR FY10 - FY12 Extended stron
Slide 12: Build and deliver one true global product offer
Build and deliver one true global product offer Build a global range Reliable 1, 2, 3 day service Bring together RS and Allied ranges Supply routes in place Making global inventory visible to Service options visible to customers customers Consistent robust content Global infrastructure i
Slide 13: Levelling up a product range delivers incremental sales and profit
Experience shows that levelling up a product range delivers incremental sales and profit May 2010: only 45% of maintenance range common across Continental Europe Products managed at a country level Today: >75% of maintenance range common across Continental Europe Product ranges converged, ma
Slide 14: Reliable 1,2,3 day service promise everywhere
Reliable 1,2,3 day service promise everywhere FROM TO Customers view stock from a single Customers see all available stock wherever location, primarily locally they or the products are Products available on a 1, 2 or 5-10 day lead Products available consistently on a 1, 2, time depending on region a
Slide 15: Drive higher return on stock
Drive higher return on stock Global Inventory Management Manage tail of products ruthlessly Global visibility of inventory and demand 3 DECLINE 1 NPI 4 DISCON A global planning tool implemented 2 BUSINESS AS USUAL Enabled by our new end-to-end operating structure 1 Early lifecycle reviews at 3
Slide 16: Global Offer – key messages
Global Offer – key messages We are making a big change to how we manage the Group’s product range and service levels We will build and deliver one true global product offer to get more products, to more customers, more reliably to drive sales We will drive a higher return on stock Central to d
Slide 17: Agenda
Agenda Introduction Simon Boddie Global Offer Chris Page Q&A All Raspberry Pi demo Pete Wood
Slide 18: Agenda
Agenda Introduction Simon Boddie Global Offer Chris Page Q&A All Raspberry Pi demo Pete Wood
Slide 19: Raspberry Pi: category strategy in practice
Raspberry Pi: category strategy in practice How we How we promote Electronic Design Machine & Panel Maintenance manage the offer Engineers Builders Engineers the offer Semiconductors Famous Growth Interconnect, Passives & Electromechanical (IP&E) for drivers Automation & Control (A&C) Defend Known f
Electrocomponents — Investor Presentation (February 2013) on 6ix