Diageo Plc · LSE:DGE
Diageo — Investor Day (March 2015)
23 slides from Diageo's investor day presentation, Mar 16, 2015
Slide 1: Diageo Consumer Analyst Group Europe
DIAGEO CONSUMER ANALYST GROUP EUROPE 16 March 2015
Slide 2: Ivan Menezes, Chief Executive
IVAN MENEZES Chief Executive
Slide 3: Strong business with compelling long term opportunity
Strong business with compelling long term opportunity
Slide 4: Population by income group
Population by income group (%) Strong business with 17% compelling 36% long term opportunity 76% 48% 85% >$20k $5k-20k 44% <$5k 36% 21% 20% 13% 3% 2% 2015F 2025F 2015F 2025F Emerging markets Developed markets Source: Euromonitor
Slide 5: Our performance ambition
Strong Our performance ambition is: business with compelling long term opportunity To create one of the best performing, most trusted and respected consumer products companies in the world
Slide 6: Building an organisation to deliver sustained performance
Building an organisation to deliver Building on our strengths to win in market sustained performance Increased focus on route to consumer and driving sell out Increase the reach of our brands and engage with consumers in ways which reflect changing lifestyles Underpinned by a delayered, cost focused
Slide 7: Building on our strengths to win in market
GLOBAL GIANTS Building on our strengths to win in market LOCAL STARS RESERVE LOCAL BRANDS
Slide 8: F14 net sales by market and category
F14 net sales (£m)* Building on our 100% strengths to win in market 80% 60% 40% 20% 0% North Western East Nigeria Mexico PUB China SEA Turkey America Europe Africa Global giants Local stars Reserve Global beer Local beer Wine Other spirits *Year ended 30 June 2014. Chart above excludes net sales fro
Slide 9: Increased focus on route to consumer to drive sell out
Increased focus on route to consumer to drive sell out
Slide 10: A new approach to consumers
A new approach to consumers How consumers interact with our brands is changing Therefore, we are continually recruiting and re-recruiting consumers at scale By increasing the reach of our brands and finding new ways to engage consumers: Through marketing Through innovation
Slide 11: Traditional message through new channels
Increasing the reach of our brands through marketing: Traditional message through new channels
Slide 12: Credible partnerships to connect with consumers
Increasing the reach of our brands through marketing: Credible partnerships to connect with consumers
Slide 13: Insights into local markets and consumers
Increasing the reach of our brands through marketing: Insights into local markets and consumers
Slide 14: Engaging consumers through advocates
Increasing the reach of our brands through marketing: Engaging consumers through advocates
Slide 15: Innovation: making brands more relevant in growing trends
Increasing the reach of our brands through innovation: making our brands more relevant in growing trends
Slide 16: Innovation: making brands more relevant in growing trends
Increasing the reach of our brands through innovation: making our brands more relevant in growing trends
Slide 17: Underpinned by a delayered, cost focused, cash focused organisation
Underpinned by A decentralised, delayered business, reflecting differences a delayered, across markets cost focused, cash focused Accountability rests in market organisation Improved transparency of reporting driving greater agility Aligning incentives to drive sustained performance Improved cash de
Slide 18: Expanding our participation across geographies, categories and price points
Expanding our participation across geographies, categories and Extend our geographic footprint through acquisitions price points Strengthen our position in tequila Extend into new categories and price points through innovation
Slide 19: Extend our geographic footprint through acquisitions
Extend our geographic footprint through acquisitions
Slide 20: Strengthen our position in tequila
Strengthen our position in tequila
Slide 21: Extend into new categories and price points through innovation
Extending Broadening Increasing our Extend into new into across price participation in categories and beer occasions points in spirits meal occasions price points through innovation
Slide 22: Building an organisation to deliver sustained performance
Building an organisation to deliver Building on our strengths to win in market sustained performance Underpinned by a delayered, cost focused, cash focused organisation Increase the reach of our brands and engage with consumers in ways which reflect changing lifestyles Increased focus on route to co
Slide 23: 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