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"The material in this presentation is provided for the purpose of giving information about us to investors and is not provided for tobacco product advertising, promotional or marketing purposes. This material does not constitute and should not be construed as constitutingan offer to sell, or a solicitation of an offer to buy, any of our tobacco products. Our products are sold only in compliance with the laws of the particular jurisdictions in which they are sold".
This section covers:
CONSUMER DRIVEN GROWTH – Jean Marc Levy
HARM REDUCTION – David O’Reilly HARM REDUCTION – David O’Reilly
LEVERAGING OPERATIONS – Des Naughton
CAPSULE ROLLOUT – Mark Cobben INNOVATIONS PIPELINE IN ASIA PACIFIC – David Fell
CAPSULE ROLLOUT – Mark Cobben INNOVATIONS PIPELINE IN ASIA PACIFIC – David Fell
INNOVATIONS OVERVIEW – Jean Marc Levy
Q&A
Our ambition: Leadership via sustainable growth
VISION
STRATEGY
RESPONSIBILITY
WINNING ORGANISATION
ACHIEVELEADERSHIP
OF THE GLOBALTOBACCO INDUSTRY
PRODUCTIVITY GROWTH
CompetitionCompetition
The landscape: Challenges adding up!
ConsumerConsumer RegulationsRegulations
Superior Consumer insight
World Class Brands
Breakthrough Innovations
World Class Capabilities
Fit for purpose Trade Marketing and Distribution
Globally Integrated
EconomicsEconomics
Normalised choice
Prohibition
Over indulgenceDecreasing acceptanceDecreasing acceptance
IncreasingaspirationsIncreasingaspirations
SOCIETAL ACCEPTABILITY
The landscape: The evolving acceptability of smoking
“I’m in control, I choose when to smoke”SHARE OF WALLET
Wide coverage of regular general consumer surveys: 70+ markets, covering more than 95% of our salesInvestment in innovative ways to understand our consumer
Leadership in consumer insightsConsumer inspiration powers growth
OUR PHILOSOPHY
“We study every aspect of our consumers, they inspire everything we do”
Leadership in consumer insightsUnique insights example
Brand-Led Status
Necessity-Driven Consumers
Mature Materialism
Discerning Consumers
Traditional Masculinity New Masculinity
Local Brands Dominate Brand Substance
Limited Feminine Imagery Nuanced Feminine Imagery
Institutional Conformity Tribal Belonging
Myself First – Here and Now Self and Social Consideration
GLOBAL CONSUMER EVOLUTION
MARKET DEVELOPMENT
Leadership in brands:Brands have been and will always be what the consumer buys
NEW REALITYGOOD OLD TIMES
We continue to build a strong and well balanced portfolio
DRIVING OUR SUCCESS
… AND WELL BALANCED
STRONG …
Premium31%
VFM34%
Low
35%
*Sales in T40 2010
Leadership in innovations Innovation is key to create the brand USP
NANOTEK CONVERTIBLES* RELOC*
Vol bn sticks Vol bn sticks Vol bn sticks
* Capsules: total capsules volume include other brands (Kool, KENT). Reloc: pre 2009 Reloc vols not availble
OFFERS THAT CREATE CONSUMER TALK VALUE
Leadership in trade marketing & distribution
ADULT TOBACCO SHOPPER MARKETINGROUTE TO MARKET CUSTOMER MANAGEMENT
PAY & GO SHOP’N’BROWSE ENTERTAINMENT
30 seconds 3 minutes 30 minutes
“Excite adult tobacco shoppers to buy & customers to sell our brands”
Leadership in supply chain
GLOBAL PLANNING PROCESS STREAMLINED OPERATION FASTER ROUTE-TO-MARKET
EXCELLENCE IN OPERATIONS FROM SEED TO SMOKE
CONSUMER CONSIDERED IN EACH DECISION
SEED TOBACCO FACTORY DELIVERY POS CONSUMER