Thierry Philardeau: Nestlé Dairy's new frontier - healthy ageing

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Presentation given to 2013 Nestlé Investor Seminar Sep 30 - Oct 1

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Thierry Philardeau: Nestlé Dairy's new frontier - healthy ageing

  1. 1. September 30th, 2013 Nestlé Investor Seminar 2013 Nestlé Dairy’s new frontier: healthy ageing Thierry Philardeau Head of Dairy SBU
  2. 2. September 30th, 2013 Nestlé Investor Seminar 20131 Disclaimer This presentation contains forward looking statements which reflect Management’s current views and estimates. The forward looking statements involve certain risks and uncertainties that could cause actual results to differ materially from those contained in the forward looking statements. Potential risks and uncertainties include such factors as general economic conditions, foreign exchange fluctuations, competitive product and pricing pressures and regulatory developments.
  3. 3. September 30th, 2013 Nestlé Investor Seminar 2013 Scope This presentation focuses on the Adult and Goodlifers strategies of Nestlé Dairy only The other Nestlé Business Units and Globally Managed Businesses have developed or may develop other strategies addressing the same consumer segments 2
  4. 4. September 30th, 2013 Nestlé Investor Seminar 2013 Agenda • Opportunity in Adult Health, especially Healthy Ageing • A winning business for Nestlé • Vision & approach 3
  5. 5. September 30th, 2013 Nestlé Investor Seminar 2013 Dairy Health & Wellness is seen accelerating 2013 2014 2015 2016 2017 71 77 81 87 94 101 109 118 60 65 +7,9% +6,1% 67 2010 2011 20122007 2008 2009 Dairy Health & Wellness categories CHF bio Source: Euromonitor (excl. Weight Management) 4
  6. 6. September 30th, 2013 Nestlé Investor Seminar 2013 Adult Health & Wellness growth will be led by China, Latin America Dairy Health & Wellness categories CHF bio Source: Euromonitor (excl. Weight Management) 2012 China LatAm 81 11 5 North America Europe 3 3 2017 5 Asia-Pacific exc. China Middle East & Africa 10 118 5
  7. 7. September 30th, 2013 Nestlé Investor Seminar 2013 Adults & Goodlifers population is set to grow tremendously Source: US Census bureau Population by age 2013 - 2023 6 World Population 1st 1,000 days 100 mio Goodlife 10,000 days 20 mio 40 mio 60 mio 80 mio 120 mio 140 mio 2,221 mio Goodlifers +25% vs. 2013 352 mio children +0% vs. 2013 Age (years)
  8. 8. September 30th, 2013 Nestlé Investor Seminar 2013 Strong increase in Goodlifers expected in China, ASEAN, Brazil, Mexico Goodlifers are more than 35% total pop. in 2012 Goodlifers gain more than 5pts share of total pop from 2012 to 2022 (Goodlifers are 31% of total pop. in these geographies in 2012)Source: Euromonitor, Dairy SBU Goodlifers (45-75y.o.) demography 2012-2022 7
  9. 9. September 30th, 2013 Nestlé Investor Seminar 2013 Heart health Bone & joint health Digestive health Vitality & wellbeing 30% of all deaths. Fundamental for living a long and meaningful life with family Segment size (CHF bio, in dairy) 4 key benefit areas in Dairy health & wellness 1.2 10.4 24.5 37.5 Key body pillars for keeping an active lifestyle with freedom of movement Source: Euromonitor, Datamonitor Immediate health constraint. Digestive comfort enables consumers to have quality of life and feel good Every time more aspirational due to fast active lives and stressful routines Main consumers Goodlifers Goodlifers All adults All adults Functional / Nutraceutical Healthy food 8
  10. 10. September 30th, 2013 Nestlé Investor Seminar 2013 Agenda • Opportunity in Adult Health, especially Healthy Ageing • A winning business for Nestlé • Vision & approach 9
  11. 11. September 30th, 2013 Nestlé Investor Seminar 2013 Today a fast growing business for Nestlé • CHF 1.5 bio sales • 23% est. average OG 2010-2012* Other markets Indonesia Brazil Greater China Adult Dairy health & wellness at Nestlé (sales) * Including OG of relevant Yinlu products 10
  12. 12. September 30th, 2013 Nestlé Investor Seminar 2013 Nestlé and Nestlé Dairy well positioned to cater to Goodlifers Nestlé sales (selected countries) 2012, CHF bio Dairy 5,3 Other units Brazil Dairy 3,2 Other units Mexico Dairy 5,2 Other units GCR 11 Goodlifers are more than 35% total pop. in 2012 Goodlifers gain more than 5pts share of total pop from 2012 to 2022 (Goodlifers are 31% of total pop. in these geographies in 2012)
  13. 13. September 30th, 2013 Nestlé Investor Seminar 2013 Products & brands portfolio is in place Heart health Bone & joint health Digestive health Vitality & wellbeing 12
  14. 14. September 30th, 2013 Nestlé Investor Seminar 2013 Agenda • Opportunity in Adult Health, especially Healthy Ageing • A winning business for Nestlé • Vision & approach 13
  15. 15. September 30th, 2013 Nestlé Investor Seminar 2013 After 150 years leading Infant Nutrition, become the leader in Adults and Goodlifers Nutrition, enhancing their quality of life with nutritional solutions for heart, bones and digestive health and for vitality & wellbeing Vision 14
  16. 16. September 30th, 2013 Nestlé Investor Seminar 2013 Nestlé Dairy encompasses health & wellness throughout our consumers’ lives Toddlers Pre- schoolers School-age Adults Goodlifers Seniors 1 3 6 15 50 75 15
  17. 17. September 30th, 2013 Nestlé Investor Seminar 2013 Today in China, Malaysia, Singapore, Brazil, Chile Tackling heart health with ACTICOL • Geographic expansion planned • 27% average OG 2010-2012 • Expected to grow 3-4x in 5 years 16
  18. 18. September 30th, 2013 Nestlé Investor Seminar 2013 Bones & joints health • Geographic expansion planned • Expected to grow 1.5-2x in 5 years Today in 6 markets, including Brazil and China 17
  19. 19. September 30th, 2013 Nestlé Investor Seminar 2013 Today in 11 markets, including China, Mexico, Indochina, Russia Digestive health • Geographic expansion planned • New formats being developed, fitting consumers’ daily diets • Expected to grow 1.5-2x in 5 years 18
  20. 20. September 30th, 2013 Nestlé Investor Seminar 2013 Vitality & wellbeing Today focused on China & SE Asia • Geographic expansion planned • Leadership in protein powder with probiotics in China where launched • Expected to grow 2-2.5x in 5 years 19
  21. 21. September 30th, 2013 Nestlé Investor Seminar 201320 Nestlé Dairy communication From toddlers to goodlifers 1 NIDO Excella Gold Ipad – 30 sec. Mexico 2 NIDO RTD Georgy – 30 sec. Mexico 3 NIDO Masterbrand Going to school – 45sec. Mexico 4 BEAR BRAND MND Iron – 30sec. Philippines 5 NESQUIK Buenos Dias – 45 sec. Mexico 6 MILO Winner – 45 sec. Indonesia 7 MOLICO Everyday Athletes – 30 sec. Brazil 8 NESTLÉ YIYANG Mrs. Yang Lan – 30 sec. China 9 ACTICOL Flying packs Chile
  22. 22. September 30th, 2013 Nestlé Investor Seminar 2013 Strong R&D support to win in dairy for Adults & Goodlifers Integrated R&D network to support all markets • Central R&D structure: NIHS, NRC, Clinical Development Unit • Regional R&D units: Europe, China, India • Local Application Groups in all markets • 15 Clinical trials on-going and planned Mastering key technologies across dairy and cereal based products • Mastering ingredients, including probiotics, non-replicating micro-organisms and traditional Asian medicines • Mastering taste & texture modulation (In- process flavour generation, extrusion) to achieve local consumer preference • Mastering technology: high capacity factories, highest safety standards Supported by a portfolio of 35 patents 21
  23. 23. September 30th, 2013 Nestlé Investor Seminar 2013 Operational enablers • Cross-formats, cross-category – strong powder know-how, relevant for Goodlifers – competitive RTD capabilities in key markets (e.g. China, Brazil) – unique ability to develop brands across formats and categories • Unique operational base already in place – local milk sourcing in key markets (e.g. China, Brazil) – local manufacturing in all key markets, common to ambient dairy – distribution synergies with dairy products for children and with other Nestlé categories • Ability to launch in all dairy markets without significant CAPEX 22
  24. 24. September 30th, 2013 Nestlé Investor Seminar 2013 Healthy Ageing: the next Infant Nutrition… • Unique consumer journey in dairy under Nestlé • Right offers, focused on 4 key benefits • Right geographies, where Goodlifers will be • Unique R&D and operational capabilities 23
  25. 25. September 30th, 2013 Nestlé Investor Seminar 2013 Nestlé Dairy’s new frontier: healthy ageing Thierry Philardeau Head of Dairy SBU

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