Koninklijke Ahold Delhaize N.v. · EURONEXT:AD
Koninklijke Ahold Delhaize — Investor Presentation
19 slides from Koninklijke Ahold Delhaize's investor presentation
Slide 1: Peapod – Jan van Dam
Peapod Jan van Dam EVP Supply Chain, Marketing & E-Commerce Ahold USA 1
Slide 2: Contents
Contents • Peapod has a unique set of strengths in online • Our strategy for growth 2
Slide 3: Peapod has always been innovative, since 1989
Peapod has always been innovative, since 1989 1 MILLION ORDERS Peapod enters Peapod enters Largest automated Peapod Manhattan Peapod Washington, DC warehouse to date founded launches its opened in Jersey City website 10 MILLION ORDERS 30 MILLION Royal Ahold Peapod First Pick-up ORDERS acquires Peapo
Slide 4: Peapod has a unique set of strengths to win online
Peapod has a unique set of strengths to win online Strong online Easy and Broad range Serving customers Operational brands in inspirational of high anyhow, excellence dense urban online shopping quality anytime, in online markets experience products anywhere (fresh) food 4
Slide 5: Strong brand and established customer loyalty
Strong brand and established customer loyalty Robust customer KPIs 75% Brand Awareness in established markets +500K active, unique customers Average customer orders 17 times per year 84% Overall Satisfaction 83% Likely to Recommend Key Brand Equity Attributes for: Reliable, Innovative, Great Custome
Slide 6: The Peapod network: attractive dense urban markets
The Peapod network: attractive dense urban markets • More than 50 million people Midwest • 17% of US population Stop & Shop Giant Carlisle Giant Landover 6
Slide 7: Peapod has proven business model in mature home delivery markets
Peapod has proven business model in mature home delivery markets New England: • 125.000 customers • $155 million sales 2014E EBITDA of 2-3%in mature home delivery markets 2014E EBITDA unprofitable including investments in growth 7
Slide 8: Easy and inspirational shopping experiences
Easy and inspirational shopping experiences 8
Slide 9: Broad range of high quality products
Broad range of high quality products Offering 12.000 - 18.000* Fresh/Frozen products Own brands offering Local specialties SKU’s representing 40% organic & per market of total sales value propositions 18.000 (graph 10.000 10.000 in 2010, 12.000- 18.000* in 2014 2010 2014* *New Jersey warehouse 9
Slide 10: Serving customers anyhow, anytime, anywhere
Serving customers anyhow, anytime, anywhere Shop Anywhere, Brick & Mortar Anytime Stores Strong Pick-Up Offering Point Loyalty Card Home Delivery Single Customer ID is the centerpiece 10
Slide 11: Serving customers anyhow, anytime, anywhere
Serving customers anyhow, anytime, anywhere 11
Slide 12: Operational excellence in fresh food fulfillment
Operational excellence in fresh food fulfillment Peapod video 12
Slide 13: Peapod – Unique Transportation Technology
Peapod – Unique Transportation Technology • Proprietary ICT systems Directed Driver Workflow • Route 3,600,000+ orders/year • Creating 150,000+ Pre Time Post Time optimized routes Guide each aspect of a drivers day from start to end; driving efficiency through all phases 13
Slide 14: Maximize potential through our online growth strategy
Maximize potential through our online growth strategy More customers More places More choices Market share and Well-positioned for Continue to expand market growth geographical quality, ranges, expansion value and choices for our customers and our partners 14
Slide 15: Market share and market growth
Market share and market growth • Total local grocery market $130 bn • Online grocery market less than 2% today • Peapod 2014 sales $590 mn • Peapod share of total grocery market <0.5% (2% in it’s best areas) • Increase share B2B (currently 6%) 15
Slide 16: Geographical expansion
Geographical expansion Optimize Expand in Build market PUP network the Midwest share in NYC Midwest Stop & Shop Giant Carlisle Giant Landover 16
Slide 17: Quality, range, value and choice
Quality, range, value and choice Roll out Expand New Mobile Continuous podpass Assortment Consumer Improvement Interface Customer Service Chicago’s Best Launched 2011 37 vendors in 12 categories New York’s Best Launched 2014 12 vendors in 6 categories 17
Slide 18: Conclusion
Conclusion • Strong foundation and expertise built over past 25 years • Significant room for growth in existing and new markets • Investing to accelerate innovation and improve shopping experience 18
Slide 19: Cautionary notice
Cautionary notice This presentation includes forward-looking statements, which do not refer to historical facts but refer to expectations based on management's current views and assumptions and involve known and unknown risks and uncertainties that could cause actual results, performance or events t