Stagwell Inc. · NASDAQ:STGW
Stagwell — Investor Presentation (November 2023)
65 slides from Stagwell's investor presentation, Nov 2, 2023
Slide 1: Partners in Growth
November 02, 2023 Partners in Growth
Slide 2: Your desired outcome
Your desired outcome: 1. Help drive business performance through bold creative, consistent thought leadership, and game- changing strategic thinking 2. Elevate Kellanova’s marketing capabilities: Insights, Breakthrough Creative, Inclusive Marketing, Retail Amplifiers, Agile Production, Full Funnel M
Slide 3: Today we are going to cover 3 things
Today we are going to cover 3 things: 1. Why We’re Different & Why That Matters 2. How We’d Work Together 3. Why Our Approach Will Drive Results
Slide 4: Everything we do is to enable your business
If you walk away with one thing, walk away with this...everything we do is to enable your business.
Slide 5: Stagwell | Kellanova
S| STAGWELL | #llanova
Slide 6: Eliminate bureaucracy
Eliminate bureaucracy
Slide 7: Focus on your consumers and their journeys, not our model
Focus on your consumers and their journeys, not our model
Slide 8: Put data & insights at the center
Put data & insights at the center
Slide 9: Enable systems thinking and efficiency
Enable systems thinking and efficiency
Slide 10: Apply flexibility across the portfolio
Apply flexibility across the portfolio
Slide 11: Regulation & Renegade
Regulation & Renegade A system that allows you to work with best in class agencies that are brand and business appropriate.
Slide 12: Enterprise Partner & IAT Leadership model
Enterprise Partner & IAT Leadership Media Leadership Creative Leadership – Advantage Brands Creative Leadership – Non-Advantage Brands Shopper Leadership Technology Solution Spine
Slide 13: A Technology-Based Marketing Services Company
Year Transformed Global HQ 2021 NY Number of Agencies Number of Team Members 72 14,000+ A Technology-Based Countries We Operate In Engineers Marketing Services 34+ 1,250+ Global Affiliates Clients We Partner With Company 70+ 4,000+ that can transform marketing through our unique combination of creat
Slide 14: Leading with Code and Theory
Leading with Code and Theory a technology-first creative agency.
Slide 15: Systems Thinkers, Data-Led, Orchestrator
Business Focused Systems Thinkers Actions Not Aggregation Inclusion is at the High-Impact Collaboration core of all our Data-Led capabilities. Orchestrator Removing Silos To Explore Full Possibility Technology-First
Slide 16: Inclusion is at the core of all of our capabilities
Inclusion is at the core of all of our capabilities. Vulnerability Brand Management Audience Analysis & & Communications Message Development We optimize all work streams through inclusion, helping clients achieve both moral and business imperatives. Our Vendor Selection Data Analytics, Inclusive Des
Slide 17: Systems thinking drives our business consulting and design approach
Systems thinking drives our business consulting Marketing and design approach. We believe brand transformation is the readiness to navigate any uncertainty. Content Product Our ethos is to make change your offense, not your defense. We view any brand as a complex network of interconnected parts, and
Slide 18: Data, Analytics, Research and Testing guides our process end-to-end
Data, Analytics, Research and Testing guides our process end-to-end Actionable Signals Cultural Context Personalization 1:1 Communication By analyzing and understanding how target By tailoring our communications and customers’ By making sure that each one of our customers audiences' beliefs, customs
Slide 19: Technology-first, removing silos to explore full range of possibility
AI-enabled Pre-production Technology-first, removing silos to explore full range of possibility. Being tech-first means organizations must constantly be evaluating and adopting tools to improve the whole. We believe a tech-first approach must provide both: (i) Innovations: New/novel capabilities & H
Slide 20: Orchestrators of high-impact collaboration
•Bringing the right agency mix to the right objectives •Facilitating cross-agency collaboration Orchestrators •Building systems of data and reporting to empower of high-impact the entire IAT collaboration. •Onboarding new partners to improve speed to market •Governing the inter-agency workflows 20
Slide 21: Regulation & Renegade
Regulation & Renegade A system that allows you to work with best in class agencies that are brand and business appropriate.
Slide 22: Regulation & Renegade
Creative Ambition & Excellence / Advantage Brands Pragmatism & Quality / Non-Advantage Brands Regulation & Performance First Media / Renegade Scaling Creative Performance Championing Diversity & Inclusion / A Worldview on Creativity Data-Driven Insights / A Shared, Single Version of Truth
Slide 23: Regulation & Renegade in Action
Regulation & Renegade in Action. Why we chose this case: Showcases the power of our model and an integrated planning approach across full funnel media.
Slide 24: Family Companys
FAMILY COMPanys LUE SINCE 1913 SSTAGWELL | #llanova
Slide 25: We need to build brands with purpose
“We need to “Marketing is build brands BUT seen as a with purpose ” cost center”
Slide 26: We're working with 3-5 agencies per brand
“ We’re working “Our brands are with 3-5 connecting agencies per with different brand, there’s BUT consumers, no synergies or and they all shared have different learnings ” needs ”
Slide 27: We need to take advantage of online shopping behaviors
We need to “ take advantage of online “We have shopping BUT no first behaviors that party data ” we established during covid ”
Slide 28: Teaming with Purpose
Teaming with Purpose Stated Intent 1. 2. 3. Create an Individuate Centralize shared accountable creative teams to capabilities: insights, ecosystem designed “do the right thing,” measurement, data- to prove the value of (rooted in a single driven media, marketing to the version of truth) shopper org
Slide 29: Renegade is Individuating with Interdependence
Renegade is Individuating with Interdependence Brand Design Brand Experience Brand • Strategic Foundations • GTM Design Specific • Creative “big idea” • Production Teams • Design Foundations • Influencer/Experiential • Retail Activation Media & Commerce (Full Funnel) Audience Clusters & Insights (CD
Slide 30: Let's talk about Bomb Pop
Let’s talk about Bomb Pop
Slide 31: Big Ambition: Go from known to iconic
Big Ambition: Go from Couple of known to iconic Challenges… 1. Drive unaided awareness 1. Multiple Audiences 2. Create engagement to fuel 2. Smallest budgets in the “pester power” portfolio Coulple of challenges… 3. A Gen Z Consumer who rejects traditional advertising 1.
Slide 32: Integrated Approach
Integrated Approach BRAND PLATFORM DATA INSIGHTS AUDIENCE STRATEGY COMMS PLAN INTEGRATED DELIVERY IN MARKET ACTIVATION Business Analytics Creative & Production • Business Deep Dive • Core Business KPI • Business Case Sizing Paid Media • Google Analytics Owned Media Data Platform • Identity Graph Acq
Slide 33: Integrated Planning Process
Integrated Planning Process Groups of consumers Groups of consumers who behave and/or think in like ways who require similar marketing towards a category or brand. treatments to shift their behavior in ways that increase their value to that category or brand. Our approach is predicated on efficiency
Slide 34: Addressable & Actionable
Addressable & Actionable Share the right messages with the right people to support business objectives. Lover Nightcap Healthy Adventure Fan Afternoon Pick-me- Brand Affinity Moments up Fun Bite Out BXP has identified five 12 Moment segments Special Family Evening Unwind Curious Night people groups
Slide 35: EAT. WEAR. PLAY.
GTM Approach 1. Launch New Product (Pre-Season) EAT. WEAR. PLAY. 2. Activate Summer (Specifically July 4th) with Core Product 3. Continue Driving Tween Engagement
Slide 36: Eat: Candy Clash Creators
EAT Eat: Candy Clash Creators
Slide 37: Wear: Bomb Pop x Gavin Casalegno
WEAR Bomb Pop x Gavin Casalegno Scan a Bomb Pop to unlock the 5 limited edition collab items
Slide 38: Most-sold branded food item in the history of Roblox
This was the first food integration into the game, it was clear there was a lot of love for the brand. To the point where we gained the headline: Bomb Pop became the most-sold branded food item in the history of Roblox. ● Sold over 48.5 Million pops in-game ● Over 550k BP Branded items were placed ●
Slide 39: Integrated Approach Success
Success Integrated Approach Eat (May) Wear (June/July) Play (Aug/ Sept) ALL Paid Media Spend < $5M # of influencers 4 1 3 # of influencer unique assets 8 3 5 Organic Social Impressions*** 102,508 693,092 33,215 PR Impressions^ 227,397,318 391,490,275 356,761,011 1st week accounted for the highest si
Slide 40: Regulation & Renegade in Action
Regulation & Renegade in Action. Why we chose this case: Showcases how we get to breakthrough creative that powers ROI.
Slide 41: Stagwell | Kellanova
= STAGWELL | Zllanova
Slide 42: Slide 42
Slide 43: Dairy Done Right
TV/Digital Experience OOH/Print .COM Dairy Done Platform Community Right Platform Social In-Store Activation Social Ads
Slide 44: Tillamook Results
Sales grew by 42% and put a huge dent in their five-year goal in just three months Tillamook Results Net earnings growth by 257% becoming the number one selling cheese and the number one premium ice cream brand in the West
Slide 45: Regulation & Renegade in Action
Regulation & Renegade in Action. Why we chose this case: Showcases how we build brand and drive volume at point of purchase.
Slide 46: Starlife
9 satrlife
Slide 47: Video from Doner
Video from Doner
Slide 48: Shopper Marketing Expertise
Shopper Marketing Expertise We are conversion experts in the evolving world of shopping. ABInBev Tim Hortons Hershey Capturing cultural Creating a sweet Growing an icon with relevance, building an escape for shoppers… new channels, experience, and taking and a 7% increase in occasions…and a 3X lift
Slide 49: What This Means For Kellanova
What This Means For Kellanova.
Slide 50: We build brands around consumer experience
From: To: Deliver seamlessly connected experiences, The Marketing Funnel The Flywheel Model oriented around consumers’ We build shifting goals and habit paths. brands Ensure no piece of content, creative, or consumer around Cost Center Marketing Growth-Accountability experience goes out the door wit
Slide 51: The modern purchase journey is scattered
The modern purchase journey is scattered. An explosion of new touchpoints has atomized the purchase journey and made attribution more difficult TOUCHPOINTS AWARENESS CONSIDERATION ENGAGEMENT PURCHASE ADVOCACY HABIT Paid Media Earned Media Retail and Shopper Owned Brand
Slide 52: Connected commerce enables a seamless experience
Connected commerce enables a seamless experience. Paid search complements organic search strategies TV 23.4K site visits from paid Digital search in June, with Ben & Jerry’s bidding on ~600 Media keywords Influencer Digital Top traffic driver to site s Drives consumers to site from Paid Press Commer
Slide 53: Every snack leads to a better day
Recognition Reach Shift from fragmented data to precision segmentation Shift from responsive to predictive insight •Augment and consolidate data sources into unified • Dynamic media planning rooted in behavioral CDP triggers and trends to drive increased portfolio effectiveness • Journey and behavio
Slide 54: Regulation & Renegade
Regulation & Renegade A system that allows you to work with best in class agencies that are brand and business appropriate.
Slide 55: Enterprise Partner & IAT Leadership model
Enterprise Partner & IAT Leadership Creative Leadership – Creative Leadership – Media Leadership Shopper Leadership Advantage Brands Non-Advantage Brands Technology Solution Spine
Slide 56: Enterprise Partner & IAT Leadership
EnterprisePartner Enterprise Partner& &IAT IATLeadership Leadership Media Leadership Creative Leadership – Advantage Brands Creative Leadership – Non-Advantage Brands Shopper Leadership Technology Solution Spine
Slide 57: Stagwell | Kellanova
S| STAGWELL | #llanova
Slide 58: Eliminate bureaucracy
Eliminate bureaucracy
Slide 59: Focus on your consumers and their journeys, not our model
Focus on your consumers and their journeys, not our model
Slide 60: Put data & insights at the center
Put data & insights at the center
Slide 61: Enable systems thinking and efficiency
Enable systems thinking and efficiency
Slide 62: Apply flexibility across the portfolio
Apply flexibility across the portfolio
Slide 63: Regulation & Renegade: No Compromises. No False Choices.
Regulation & Renegade No Compromises. No False Choices.
Slide 64: Questions & Discussion
Aellanova Questions & Discussion
Slide 65: Thank You
November 02, 2023 Thank You For questions and further information, please contact: Julia Hammond President, Global Solutions Julia.Hammond@stagwellglobal.com