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: Welcome & Introduction
Welcome & Introduction
Slide 4: Michel Doukeris, Chief Executive Officer
Michel Doukeris Chief Executive Officer
Slide 5: ABInBev
ABInBev
Slide 6: Slide 6
Slide 7: tee
tee pa etn
Slide 8: Where we are
wae’ ST uy as esp ABInBev
Slide 9: ABI Evolution…
ABI Evolution… 1366 1987 1995 2002 2004 2008 2013 2016 1240 1989 2000 2002
Slide 10: ABI Today
ABI Today ey “seg TELLA ABInBev
Slide 11: ABI Today: Breweries
ABI Today Breweries
Slide 12: ABI Today
ABI Today ~$50 Revenue Billion Industry Operating Margins Leading Strong Operating Cashflows >30% Total Global Beer Profit Pool
Slide 13: ABI Ecosystem
ABI Ecosystem 500+ Beer brands
Slide 14: ABI Ecosystem
ABI Ecosystem Farmers Beer brands Suppliers +2B Customers Consumers Breweries Wholesalers
Slide 15: Problems such as…
Why can I get a hot pizza delivered in 30 minutes, but Problems I can’t get a cold beer such as… delivered when I need it?
Slide 16: Problems such as…
Why can’t I get a great quality cocktail Problems wherever I am, such as… in a convenient package?
Slide 17: Problems such as…
Why do I have such a tough time Problems getting consistent and such as… reliable access to great products and services?
Slide 18: Problems such as…
How can we help provide protein to Problems feed the world in a such as… sustainable way?
Slide 19: ABI Ecosystem
ABI Ecosystem +2B Consumers +20K +500 Farmers Brands +100K BEER +6M Suppliers Customers +200 +5K Breweries Wholesalers
Slide 20: ABI Ecosystem
ABI Ecosystem +2B Consumers +20K +500 Farmers Brands +100K BEER +6M Suppliers Customers +200 +5K Breweries Wholesalers
Slide 21: ABI Ecosystem
ABI Ecosystem +2B Consumers +20K +500 Farmers Brands DIGITAL +100K BEER +6M TAM Suppliers Customers COMMERCE +200 +5K Breweries Wholesalers
Slide 22: 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 23: Our Purpose & Strategic Priorities
Our Purpose & Strategic Priorities
Slide 24: Journey
Journey
Slide 25: To a Future with More Cheers
ABInBev To a Future with More Cheers
Slide 26: Evolution of our strategy
: = a - —) =] ABInBev
Slide 27: China 10 Year Plan
China Lead and shape the 10 Year Plan super premium/premium category Super Premium/Premium mix of industry vs. ABI share of segment ABI share of segment S. Premium/Premium Ind Mix 45%+ 42% 16% 11% 16% 20% 11% 8% 2011 2015 2018 Source: GlobalData
Slide 28: United States 10 Year Plan
United States US resumed sustained, 10 Year Plan organic topline growth ABI Net Revenue Growth 3.6% 0.8% 0.2% -0.7% -1.8% 2017 2018 2019 2020 9M21
Slide 29: 3 clear areas of growth
3 clear areas of BEER growth: ABInBev
Slide 30: 3 clear areas of growth
Qin” BEE 3 clear areas of BEER growth: ABInBev
Slide 31: 3 clear areas of growth
3 clear BIOTECH DIGITAL areas of TAM BEER COMMERCE TAM INITIATIVES growth:
Slide 32: We have evolved and simplified our strategy
3 1 We have Optimize our Lead & Grow evolved and Business the Category simplified 2 our strategy: Digitize & Monetize our Ecosystem