Anheuser-busch Inbev Sa/nv · EURONEXT:ABI
Anheuser-busch Inbev Sa/nv — Investor Day (2021)
32 slides from Anheuser-busch Inbev Sa/nv's investor day presentation, 2021
Slide 1: Welcome to the ABI 2021 Investor Seminar
Welcome to the ABI 2021 Investor Seminar
Slide 2: Legal Disclaimer
Legal Disclaimer Certain statements contained in this report that are not statements of historical fact constitute forward-looking statements, notwithstanding that such statements are not specifically identified. In addition, certain statements may be contained in the future filings of the Company w
Slide 3: Digitize & Monetize our Ecosystem
Digitize & Monetize our Ecosystem
Slide 4: Michel Doukeris, Chief Executive Officer
Michel Doukeris Chief Executive Officer
Slide 5: ABI Ecosystem
ABI Ecosystem +2B Consumers +20K +500 BIOTECH Farmers Brands DIGITAL +100K BEER +6M TAM TAM INITIATIVES Suppliers Customers COMMERCE +200 +5K Breweries Wholesalers
Slide 6: New businesses have the potential to...
New ‒ Solve customer & consumer pain points businesses ‒ Create real value for our ecosystem have the potential to ‒ Strengthen our beer business
Slide 7: 3 areas of focus
01 B2B Software & Fintech Services 3 areas of focus 02 Direct to Consumer E-commerce 03 Biotech Initiatives
Slide 8: BEES
ABInBev
Slide 9: Ricardo Tadeu, Chief BEES Officer
Ricardo Tadeu Chief BEES Officer
Slide 10: BEES puts our customers at the center of everything we do
BEES puts our customers at of everything we do
Slide 11: Rapid expansion supported by a state-of-the-art tech platform
Rapid expansion supported by a state- of-the-art tech platform 13 c o u n t r i e s 2.1 million monthly active users $25 billion annualized GMV
Slide 12: BEES commercial objectives
BEES 1 Accelerate profitable growth of our core business commercial objectives 2 Unlock new, profitable, business opportunities
Slide 13: Jean Jerissati, Zone President, South America
Jean Jerissati Zone President, South America
Slide 14: BEES helps our customers thrive
BEES helps our customers thrive of BEES customers use our >80% AI-generated recommendations
Slide 15: BEES Marketplace: turns customer pain points into growth catalysts
BEES Marketplace: turns customer pain points into growth catalysts +5 pts Net Promoter Score +1.7 pp faster beer net revenue growth an incremental and profitable business today
Slide 16: BEES summary
BEES summary 1 Customer-centricity 2 Investment ahead of the curve 3 Operating at scale 4 Delivering meaningful results Inspiring growth and promoting digital inclusion 5 for small and medium-sized businesses (SMBs)
Slide 17: To a future with more cheers
TO A FUTURE WITH MORE CHEERS
Slide 18: Direct to Consumer
Direct to Consumer
Slide 19: Pablo Panizza, Chief Direct to Consumer Officer
Pablo Panizza Chief Direct to Consumer Officer
Slide 20: Providing the best beer experience
Providing the best beer experience Surpassing $1B revenue YTD Sep
Slide 21: Growing fast & with quality
Growing fast & with quality ~50M e-commerce orders (YTD Sep) DTC E-commerce Net Revenue 5X +90% e-commerce net revenue growth (YTD Sep) >80 e-commerce NPS (Sep) Sep YTD 2019 Sep YTD 2020 Sep YTD 2021
Slide 22: Building consumer connections
Activation Premiumization New Occasions Acquisition Conversion Retention Loyalty Maximized CLTV Building consumer connections
Slide 23: Leading brands, extensive supply network, proprietary tech platforms
Leading Brands Extensive Supply Network Dark stores Owned retail & retail partners Proprietary tech platforms
Slide 24: Zé Delivery
Zé Delivery Cold beer delivered to your doorstep in less than 30 min
Slide 25: Zé is growing orders exponentially and shaping the beer category
Zé is growing orders exponentially and shaping the beer category #2 Delivery App (monthly downloads) 1Q16 2Q16 3Q16 4Q16 1Q17 2Q17 3Q17 4Q17 1Q18 2Q18 3Q18 4Q18 1Q19 2Q19 3Q19 4Q19 1Q20 2Q20 3Q20 4Q20 1Q21 2Q21 3Q21
Slide 26: Expanding across LATAM building an omnichannel ecosystem
Expanding across LATAM building an omnichannel ecosystem
Slide 27: We are on a mission
We are on a mission to deliver the ultimate home beer experience
Slide 28: DTC driving category growth
DTC driving category growth ABInBev
Slide 29: Andy Logan, Global VP, DTC Europe
Andy Logan Global VP, DTC Europe
Slide 30: Over $100M
Growing faster than Adding more households the category in 2021 than 2020 YoY Online Beer Retail Sales Growth >8X Over $100M +5% new households Q3 YTD NR Q2-Q3 2021 vs LY Online Beer Category Oct 2021 YTD Source: Nielsen
Slide 31: Boosting brands, direct feedback, enabled by e-commerce
Boosting Direct Enabled brands feedback by e-commerce
Slide 32: To a future with more cheers
To a future with more cheers BOs ABInBev