Jeronimo Martins, Sgps S.a. · EURONEXT:JMT
Jeronimo Martins, Sgps — Jerónimo Martins — Investor Presentation (April 2017)
50 slides from Jeronimo Martins, Sgps's investor presentation, April 2017
Slide 1: The Group
EST. 1792 The Group WHERE FOOD DISTRIBUTION IS MORE THAN A BUSINESS IT’S A PASSION
Slide 2: Who we are
The Group EST. 1792 01 WHO WE ARE FOUNDED INTERNATIONAL FOOD SPECIALIST IN 1792 IN GROUP BASED IN WITH 225 YEARS LISBON PORTUGAL OF EXPERIENCE
Slide 3: We are a food specialist operating in two areas
The Group EST. 1792 WE ARE A FOOD SPECIALIST OPERATING IN TWO DIFFERENT AREAS: FOOD DISTRIBUTION SPECIALISED RETAIL
Slide 4: Where we are
The Group EST. 1792 02 WHERE WE ARE Poland Portugal Colombia
Slide 5: Our businesses
The Group EST. 1792 03 OUR BUSINESSES FOOD LEADER IN THE FOOD DISTRIBUTION SECTOR IN PORTUGAL, THROUGH PINGO DOCE AND RECHEIO. LEADER IN POLAND, DISTRIBUTION THROUGH THE BIEDRONKA CHAIN OF STORES. IN COLOMBIA, IT OPERATES THE FAST-GROWING NEIGHBOURHOOD STORES ARA. SUPPORTED BY AN AREA OF AGRO-BUSINE
Slide 6: Our mission
The Group EST. 1792 04 OUR MISSION “TO SATISFY THE LEGITIMATE INTERESTS OF SHAREHOLDERS THROUGH A STRATEGY FOCUSED ON VALUE CREATION AND SUSTAINABLE DEVELOPMENT.” PEDRO SOARES DOS SANTOS CHAIRMAN OF THE BOARD OF DIRECTORS AND CEO
Slide 7: Our stakeholders
The Group EST. 1792 05 OUR STAKEHOLDERS SHAREHOLDERS CLIENTS AND CONSUMERS EMPLOYEES SUPPLIERS BUSINESS PARTNERS NGO’S AND ASSOCIATIONS JOURNALISTS OFFICIAL ENTITIES LOCAL GOVERNMENT
Slide 8: Our brands
The Group EST. 1792 06 OUR BRANDS SPECIALITY TEA
Slide 9: Our numbers
The Group EST. 1792 07 OUR NUMBERS As of 31-12-2016 *Excluding the impact of discontinued businesses
Slide 10: Our banners
The Group EST. 1792 08 OUR BANNERS FOOD SPECIALISED DISTRIBUTION RETAIL
Slide 11: Food Distribution
Food Distribution PORTUGAL POLAND COLOMBIA
Slide 12: Food Distribution
Food Distribution WITH PRESENCE IN WE OPERATE As of 31-12-2016
Slide 13: DNA
Food Distribution COMPETITIVE FOOD SOLUTIONS PRICES EXPERTISE OUR PROXIMITY DNA IN FRESH PRODUCE LOCATIONS QUALITY OPERATIONAL PRIVATE EFFICIENCY BRANDS
Slide 14: Portugal
EST. 1792 Portugal FOOD DISTRIBUTION PINGO DOCE RECHEIO Largo de Santa Luzia, Lisbon
Slide 15: Pingo Doce
EST. 1980 Portugal FOOD DISTRIBUTION PINGO DOCE FOOD RETAIL #PINGODOCE PINGODOCE.PT
Slide 16: Pingo Doce: leader in supermarket segment
EST. 1980 Portugal FOOD DISTRIBUTION 01 PINGO DOCE #1 LEADER IN THE SUPERMARKET SEGMENT RENOWNED BY ITS EXPERTISE IN FRESH PRODUCE, PRIVATE BRAND AND MEAL SOLUTIONS PRESENT IN AROUND 300 CITIES, TOWNS AND VILLAGES
Slide 17: Pingo Doce stores, sales area and sales
EST. 1980 Portugal FOOD DISTRIBUTION 413 STORES 493,089 SALES AREA (SQM) 3,558 SALES (M €) As of 31-12-2016
Slide 18: Our Pingo Doce brand
EST. 1980 Portugal FOOD DISTRIBUTION 01 OUR PINGO DOCE BRAND OUR RIGOROUS CHOICE OF PRODUCERS COUPLED WITH A PERMANENT EVALUATION ON BOTH MANUFACTURING AND QUALITY CONTROL PROCESSES MAKE PINGO DOCE A BENCHMARK PRIVATE BRAND.
Slide 19: Recheio
EST. 1972 Portugal FOOD DISTRIBUTION RECHEIO CASH & CARRY FOOD WHOLESALE #RECHEIO RECHEIO.PT
Slide 20: Recheio: cash & carry leader
EST. 1972 Portugal FOOD DISTRIBUTION 02 RECHEIO CASH & CARRY #1 LEADER IN PORTUGAL 45 YEARS OF ACTIVITY CLIENTS: TRADITIONAL RETAIL AND CATERING INDUSTRY
Slide 21: Recheio stores, sales area and sales
EST. 1972 Portugal FOOD DISTRIBUTION 42 STORES / FOOD SERVICE PLATFORS 130,597 SALES AREA (SQM) 878 SALES (M €) As of 31-12-2016
Slide 22: Our Recheio brands
EST. 1972 Portugal FOOD DISTRIBUTION 02 OUR RECHEIO BRANDS FOR CATERING INDUSTRY TRADITIONAL RETAIL BUSINESS FOR CATERING INDUSTRY AT THE TABLE IN THE KITCHEN WIDE ASSORTMENT OF QUALITY OWN BRANDS, WITH A CERTIFIED DEVELOPMENT PROCESS AND A PRICE DIFFERENTIAL WHICH CAN BE UP TO 50% COMPARED TO THE L
Slide 23: Agro-Business
EST. 2015 Agro- Business FOOD DISTRIBUTION PORTUGAL
Slide 24: Agro-business
EST. 2015 Agro-business FOOD DISTRIBUTION | PORTUGAL 01 AGRO-BUSINESS BUSINESS AREA LAUNCHED IN 2015 TO GUARANTEE THE GROUP’S COMPANIES ABILITY TO HAVE A GRANTED SUPPLY OF SOME STRATEGIC PRODUCTS 1 DAIRY PLANT 1 ANGUS CATTLE FATTENING UNIT 2 AQUACULTURE FACILITIES As of 31-12-2016
Slide 25: Dairy
EST. 2015 Agro-business FOOD DISTRIBUTION | PORTUGAL 02 DAIRY 1 DAIRY PLANT PARTNERSHIP WITH COOPERATIVE SERRALEITE AND MANY OTHER PORTUGUESE PRODUCERS MAIN PRODUCTS: UHT MILK AND CREAM 40 MILLION LITRES OF MILK PRODUCED EVERY YEAR 1 NEW PLANT UNDER CONSTRUCTION As of 31-12-2016
Slide 26: Aquaculture
EST. 2015 Agro-business FOOD DISTRIBUTION | PORTUGAL 03 AQUACULTURE 2 AQUACULTURE FACILITIES, IN SINES AND IN MADEIRA ISLAND SEABASS AND SEABREAM AS CHOSEN SPECIES NEAR SHORE AND OFFSHORE PRODUCTIONS PRODUCTION OF OVER 1,000 TONNES PRODUCED EACH YEAR As of 31-12-2016
Slide 27: Livestock breeding
EST. 2015 Agro-business FOOD DISTRIBUTION | PORTUGAL 04 LIVESTOCK BREEDING 1 ANGUS CATTLE FATTENING UNIT PREMIUM QUALITY BEEF 1,000 HEAD OF CATTLE 72 FEEDING LOTS PARTNERSHIPS WITH 57 PRODUCERS As of 31-12-2016
Slide 28: Poland
EST. 1995 Poland FOOD DISTRIBUTION BIEDRONKA Palace of Culture and Sciences, Warsaw
Slide 29: Biedronka
EST. 1995 Poland FOOD DISTRIBUTION BIEDRONKA FOOD RETAIL #BIEDRONKA BIEDR0NKA.PL
Slide 30: Biedronka: leader in food retail
EST. 1995 Poland FOOD DISTRIBUTION 03 BIEDRONKA #1 LEADER IN FOOD RETAIL OVER 3,700,000 DAILY VISITS PRESENT IN OVER 1,000 CITIES, TOWNS AND VILLAGES
Slide 31: Biedronka stores, sales area and sales
EST. 1995 Poland FOOD DISTRIBUTION 2,722 STORES 1,768,293 SALES AREA (SQM) 9,781 SALES (M €) As of 31-12-2016
Slide 32: Our Biedronka brands
EST. 1995 Poland FOOD DISTRIBUTION 03 OUR BIEDRONKA BRANDS LONG-LASTING PARTNERSHIPS ARE DEVELOPED WITH LOCAL SUPPLIERS IN ORDER TO PROVIDE QUALITY PRODUCTS AT THE BEST PRICES
Slide 33: Colombia
EST. 2013 Colombia FOOD DISTRIBUTION ARA Ara’s Cofee Producer
Slide 34: Ara
EST. 2013 Colombia FOOD DISTRIBUTION ARA FOOD RETAIL #ARATIENDAS ARATIENDAS.COM
Slide 35: Ara: nearby food stores
EST. 2013 Colombia FOOD DISTRIBUTION 05 ARA NEARBY FOOD STORES: ORGANISED TIENDAS DE BARRIO 3 DISTRIBUTION CENTRES 511 OWN BRAND PRODUCTS 3,100 EMPLOYEES As of 31-12-2016
Slide 36: Ara stores, sales area and sales
EST. 2013 Colombia FOOD DISTRIBUTION 221 STORES 70,669 SALES AREA (SQM) 236 SALES (M €) As of 31-12-2016
Slide 37: Our own brands
EST. 2013 Colombia FOOD DISTRIBUTION 05 OUR OWN BRANDS LONG-LASTING PARTNERSHIPS ARE DEVELOPED WITH LOCAL SUPPLIERS IN ORDER TO PROVIDE QUALITY PRODUCTS AT THE BEST PRICES
Slide 38: Specialised Retail
EST. 1990 Specialised Retail HEBE HUSSEL JERONYMO
Slide 39: Hebe
EST. 2011 Poland SPECIALISED RETAIL HEBE HEALTH & BEAUTY STORES LOCATED ON THE HIGH STREET OR IN SHOPPING CENTRES #HEBE HEBE.PL
Slide 40: Hebe: cosmetics and skincare
EST. 2011 Poland SPECIALISED RETAIL 04 HEBE COSMETICS AND SKINCARE AS MAIN BUSINESS HIGH QUALITY SERVICES AT COMPETITIVE PRICES 2,500 EXCLUSIVE BRAND PRODUCTS
Slide 41: Hebe stores, sales and loyalty cards
EST. 2011 Poland SPECIALISED RETAIL 153 STORES 122 SALES (M €) 2,000,000 LOYALTY CARDS As of 31-12-2016
Slide 42: Jeronymo
EST. 2002 Portugal SPECIALISED RETAIL 02 JERONYMO WELCOMING KIOSKS AND CAFETERIAS AS MAIN BUSINESS 15 YEARS OF ACTIVITY A NETWORK OF 19 COFFEE SHOPS As of 31-12-2016
Slide 43: Hussel
EST. 1990 Portugal SPECIALISED RETAIL 04 HUSSEL A RETAIL CHAIN SPECIALISED IN CHOCOLATES AND CONFECTIONARY A JOINT-VENTURE BETWEEN JERÓNIMO MARTINS (51%) AND DOUGLAS AG (49%), THE SPECIALISED RETAIL GERMAN GROUP 1º OPENING OF 1ST STORE IN THE AMOREIRAS SHOPPING MALL IN 1990 A NETWORK OF 24 STORES AN
Slide 44: Our Corporate Responsibility
OUR Corporate Responsibility
Slide 45: Promoting good health through food
Corporate Responsibility 01 PROMOTING GOOD HEALTH THROUGH FOOD WE WORK TO IMPROVE THE CONSUMERS’ QUALITY OF LIFE THROUGH FOOD AND THE PROMOTION OF RESPONSIBLE CONSUMPTION. TAKEN OUT OF OUR OWN BRAND PRODUCTS IN 2016 As of 31-12-2016
Slide 46: Respecting the environment
Corporate Responsibility 02 RESPECTING THE ENVIRONMENT WE DEVELOP OUR BUSINESSES WHILE EFFICIENTLY MANAGING NATURAL RESOURCES AND PRESERVING THE ENVIRONMENT. As of 31-12-2016
Slide 47: Sourcing responsibly
Corporate Responsibility 03 SOURCING RESPONSIBLY WHEN WE BUY, WE ARE FULLY AWARE OF THE UNDERLYING RESPONSIBILITY OF MAKING SURE THAT THE ORIGINS OF THE PRODUCTS AND THEIR JOURNEY ALONG THE SUPPLY CHAIN WERE CONDUCTED IN A SUSTAINABLE MANNER. PRODUCTS PURCHASED FROM LOCAL SUPPLIERS As of 31-12-2016
Slide 48: Supporting surrounding communities
Corporate Responsibility 04 SUPPORTING SURROUNDING COMMUNITIES WE ARE ACTIVE MEMBERS OF THE COMMUNITIES WHERE WE BELONG. THAT’S WHY WE ARE COMITTED TO CONTRIBUTING TO SOCIAL COHESION AND TO FIGHTING POVERTY AND MALNUTRITION. As of 31-12-2016
Slide 49: Being a benchmark employer
Corporate Responsibility 05 BEING A BENCHMARK EMPLOYER WE SEEK TO PROVIDE OUR EMPLOYEES WITH A SUPPORTIVE AND SAFE WORKPLACE ENVIRONMENT. As of 31-12-2016
Slide 50: www.jeronimomartins.pt
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