Imperial Brands Plc · LSE:IMB
Imperial Brands — Investor Day (February 2013)
30 slides from Imperial Brands's investor day presentation, February 2013
Slide 1: The Premium Cigar Growth Opportunity
The Premium Cigar Growth Opportunity Fernando Dominguez Premium Cigar Director
Slide 2: What is Premium Cigar Business all about?
What is Premium Cigar Business all about? 2
Slide 3: This space appears blank because we have removed the images that appear in the
This space appears blank because we have removed the images that appear in the presentation. This is because we currently do not feature tobacco product brand imagery on our website. 3
Slide 4: This space appears blank because we have removed the images that appear in the
This space appears blank because we have removed the images that appear in the presentation. This is because we currently do not feature tobacco product brand imagery on our website. 4
Slide 5: It's all About Luxury…
It’s all About Luxury… 5
Slide 6: … and Experience
… and Experience This space appears blank because we have removed the images that appear in the presentation. This is because we currently do not feature tobacco product brand imagery on our website. 6
Slide 7: Luxury Industry Sales to Continue Growth
Luxury Industry Sales to Continue Growth Luxury Product Sales CAGR Growth driven by emerging markets 2011-14F +7-9% +8-10% Asia particularly China +7-8% Latam (Brazil), Eastern Europe and +6-7% +10% Middle East becoming more relevant Source: Bain & Company, Spring 2012 7
Slide 8: Premium Cigar Market
Premium Cigar Market Total Cigar Market: 13bn sticks Premium Cigar Market Volume 350m Spain 6% USA >60% RoW USA+WE = 85% of total consumption Increasing volumes in line with higher demand of luxury products Main Origins: DR, Cuba, Nicaragua, Honduras Source: Imperial estimates 8
Slide 9: Our Position in the Market
Our Position in the Market Global leader; iconic brands c.40% global share 3 operating areas: Cuban business USA International (non-Cuban brands) 9
Slide 10: Our Performance
Our Performance Sales growth across all business: Volumes +11% Cuban: driven by emerging markets +17% Value +10% USA: strong growth in our core brands International: driven by VegaFina expansion FY11 FY12 (>30 markets and +31% volumes) 10
Slide 11: How we do it: Business Approach
How we do it: Business Approach Portfolio Footprint Experiences Uniqueness Quality Distribution Network Consumer Customer Exclusivity Innovation 11
Slide 12: How we do it: Business Approach
How we do it: Business Approach Strong presence in all main tobacco growing countries This space appears blank because we have removed the images that appear in the presentation. This is because we currently do Portfolio not feature tobacco product brand Uniqueness Quality imagery on our website. Ex
Slide 13: How we do it: Business Approach
How we do it: Business Approach …and the most global and prestigious brands This space appears blank because we have removed the images that appear in the presentation. This is because we currently do Portfolio not feature tobacco product brand Uniqueness Quality imagery on our website. Exclusivity
Slide 14: How we do it: Business Approach
How we do it: Business Approach Romeo by Romeo y Julieta USA This space appears blank because we have removed the images that appear in the presentation. This is because we currently do Portfolio not feature tobacco product brand Uniqueness Quality imagery on our website. Exclusivity Innovation 14
Slide 15: How we do it: Business Approach
How we do it: Business Approach Cohiba Behike Habanos This space appears blank because we have removed the images that appear in the presentation. This is because we currently do Portfolio not feature tobacco product brand Uniqueness Quality imagery on our website. Exclusivity Innovation 15
Slide 16: How we do it: Business Approach
How we do it: Business Approach Old Habanos Tubes This space appears blank because we have removed the images that appear in the presentation. This is because we currently do Portfolio not feature tobacco product brand Uniqueness Quality imagery on our website. Exclusivity Innovation 16
Slide 17: How we do it: Business Approach
How we do it: Business Approach New Habanos Tubes This space appears blank because we have removed the images that appear in the presentation. This is because we currently do Portfolio not feature tobacco product brand Uniqueness Quality imagery on our website. Exclusivity Innovation 17
Slide 18: How we do it: Business Approach
How we do it: Business Approach International distribution network in more than 150 markets Footprint Main markets Distribution Network 18
Slide 19: How we do it: Business Approach
How we do it: Business Approach CONSUMER ENGAGEMENT Loyalty Programs This space appears blank because we have removed the images that appear in the presentation. This is because we currently do not feature tobacco product brand Experiences imagery on our website. Consumer Customer 19
Slide 20: How we do it: Business Approach
How we do it: Business Approach CONSUMER ENGAGEMENT Special Events & Activities This space appears blank because we have removed the images that appear in the presentation. This is because we currently do not feature tobacco product brand Experiences imagery on our website. Consumer Customer 20
Slide 21: VIDEO
VIDEO 21
Slide 22: How we do it: Business Approach
How we do it: Business Approach CONSUMER ENGAGEMENT Product enjoyment places This space appears blank because we have removed the images that appear in the presentation. This is because we currently do not feature tobacco product brand Experiences imagery on our website. Consumer Customer 22
Slide 23: How we do it: Business Approach
How we do it: Business Approach CUSTOMER ENGAGEMENT Partnerships This space appears blank because we have removed the images that appear in the presentation. This is because we currently do not feature tobacco product brand Experiences imagery on our website. Consumer Customer 23
Slide 24: How we do it: Business Approach
How we do it: Business Approach CUSTOMER ENGAGEMENT Specialization This space appears blank because we have removed the images that appear in the presentation. This is because we currently do not feature tobacco product brand Experiences imagery on our website. Consumer Customer 24
Slide 25: More to Come
More to Come Leading innovation This space appears across the business blank because we have removed the images that appear in the presentation. Develop VegaFina as a global non Cuban Premium This is because we cigar brand currently do not feature tobacco product brand imagery on our Exploit b
Slide 26: More to Come
More to Come Develop and The USA strengthen category in opportunity emerging markets Footprint 26
Slide 27: More to Come
More to Come MORE CONSUMERS MORE OCCASIONS Enlarge consumers base through Life Style approach. Use of Digital Media Developing new smoking places Enhance the shopping experience Experiences 27
Slide 28: VIDEO
VIDEO 28
Slide 29: The Premium Cigar Growth Opportunity
The Premium Cigar Growth Opportunity Strong Foundations and Opportunities Sustainable Growth 29
Slide 30: Imperial Tobacco Investor Day February 2013
Imperial Tobacco Investor Day February 2013