Unilever Plc · LSE:ULVR

Unilever — Q1 2002 Earnings Presentation

20 slides from Unilever's earnings presentation, 2002

  1. Slide 1: Progress along the Path to Growth Q1 2002

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  2. Slide 2: In February 2000, Unilever announced its Path to Growth strategy

    få=cÉÄêì~êó=OMMMI=råáäÉîÉê=~ååçìåÅÉÇ áíë=Úm~íÜ=íç=dêçïíÜÛ=ëíê~íÉÖó ^ÅÅÉäÉê~íÉ=ê~íÉ=çÑ=íçé=äáåÉ=ÖêçïíÜ=íç=R=J=SB=é~=Äó=OMMQ= fåÅêÉ~ëÉ=çéÉê~íáåÖ=ã~êÖáå=íç=áå=ÉñÅÉëë=çÑ=NSBG=Äó=OMMQ bmp=ÄÉá~=äçï=ÇçìÄäÉ=ÇáÖáí=ÖêçïíÜ=OMMN=J=MQ p~îáåÖ=bìêç=NKRÄå=é~=Äó=OMMQ éäìë==bìêç=NKSÄå=éêçÅìêÉãÉåí=ë~îáåÖë ^Åèìáëáíáçåë

  3. Slide 3: Summary of progress of Path to Growth

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  4. Slide 4: Progress of Leading Brands

    mêçÖêÉëë=çÑ=iÉ~ÇáåÖ=_ê~åÇë √ UQB=çÑ=ÄìëáåÉëë=áå=nNI=ìé=Ñêçã=TRB=áå=NVVV √ VSB=çÑ=^Cm=ÄÉÜáåÇ=äÉ~ÇáåÖ=Äê~åÇë råÇÉêäóáåÖ √ OMMN=ÖêçïíÜ=RKPB=ìé=Ñêçã=PKUB=áå=OMMM p~äÉë=dêçïíÜ=B UKM √ OMMO=ëìëí~áå=ÖêçïíÜ TKM SKM Foods HPC RKM Total QKM PKM OKM NKM oçääáåÖ=NO=ãçåíÜë MKM nQ=DMM nN=DMN nO=DMN nP=DMN nQ=DMN

  5. Slide 5: Future Shape of Business

    cìíìêÉ=pÜ~éÉ=çÑ=_ìëáåÉëë B=çÑ=ë~äÉë=Ñìää=óÉ~ê=Ä~ëáë NVVV nN=OMMO OMMQ iÉ~ÇáåÖ=_ê~åÇë TR UQ VR líÜÉê OR NS R qçí~ä NMM NMM NMM √=kìãÄÉê=çÑ=Äê~åÇë=Ççïå=Ñêçã=NSMM=íç=URM=Äó=ÉåÇ=çÑ=nN=OMMO

  6. Slide 6: Progress with Restructuring and Savings

    mêçÖêÉëë=ïáíÜ=oÉëíêìÅíìêáåÖ=~åÇ=p~îáåÖë qçí~ä ^ìíÜçêáëÉÇ fãéäÉãÉåíÉÇ oÉëíêìÅíìêáåÖ mêçéçë~äë `ìã=nN=MO oÉëíêìÅíìêáåÖ=`Ü~êÖÉ JGmíd bìêç=RKM=Äå bìêç=QKN=Äå bìêç=PKP=Äå J_ÉëíÑççÇë NKO=Äå NKN=Äå MKU=Äå Jqçí~ä SKOÄå RKO=Äå QKN=Äå c~Åíçêó=`äçëìêÉë= NPM TP SN eÉ~Ç=`çìåí=oÉÇìÅíáçå PPIMMM PMIMMM ORIRMM Gmíd=

  7. Slide 7: Operating Margin Progression

    léÉê~íáåÖ=j~êÖáå=mêçÖêÉëëáçå % 97: 9.9% 98: 10.6% 99: 11.2% 00: 12.0% 01: 13.9% Q1’02: 14.9% 16 14 12 10 8 oçääáåÖ=çéÉê~íáåÖ=ã~êÖáå=EÄÉá~F 6 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 √=^ÅÜáÉîÉÇ=bmp=EÄÉá~F=ÖêçïíÜ=í~êÖÉí=áå=ÄçíÜ=OMMM=~åÇ=OMMN √=q~êÖÉí=Ñçê=OMMO=äçï=ÇçìÄäÉ=

  8. Slide 8: Bestfoods Progress

    _ÉëíÑççÇë=mêçÖêÉëë √ mêáçêáíó=Ü~ë=ÄÉÉå=áåíÉÖê~íáçå √ _ê~åÇë=~åÇ=ã~êâÉí=ëÜ~êÉë=ÜÉ~äíÜó √ fåíÉÖê~íáçå=éêçÅÉÉÇáåÖ=îÉêó=ïÉää=~åÇ=ëóåÉêÖó=ÇÉäáîÉêó=~í=== MKR=Äáääáçå=áë=~ÜÉ~Ç=çÑ=éä~å √ cáêã=ÑçìåÇ~íáçå=ÅêÉ~íÉÇ==çå=ïÜáÅÜ=íç=äÉîÉê~ÖÉ=~=êÉÖìä~ê Ñäçï=çÑ=áååçî~íáçåë √ p~äÉ=çÑ=êÉãÉÇáÉë=J=`~ãéÄÉää=ÅçãéäÉíÉÇ=áå=nO

  9. Slide 9: Q1 2002 Results - Context

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  10. Slide 10: Highlights Q1

    eáÖÜäáÖÜíë=nN “oÉëìäíë=áå=iáåÉ=ïáíÜ=mä~å=Ñçê=óÉ~êÒ √ iÉ~ÇáåÖ=Äê~åÇë=ÖêçïíÜ=PBI=ïáíÜ=ä~ëí=NO=ãçåíÜë=ìé QKSB √ léÉê~íáåÖ=ã~êÖáåë=~ÜÉ~Ç=Äó=ORM=Äéë=ÑìÉääÉÇ=Äó ëíêçåÖ=Öêçëë=ã~êÖáå=áãéêçîÉãÉåí √ fåÅêÉ~ëÉÇ=áåîÉëíãÉåí=ÄÉÜáåÇ=Äê~åÇë √ fåíÉêÉëí=Ççïå=Äó=OSB=ÇêáîÉå=Äó=ëíêçåÖ=Å~ëÜ=Ñäçï √ b~êåáåÖë=éÉê=ëÜ~êÉ=EÄÉá~

  11. Slide 11: Innovation, The Fuel for Growth

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  12. Slide 12: Innovation

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  13. Slide 13: Summary of Key Messages

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  14. Slide 14: Backup Charts

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  15. Slide 15: Brand Growth in 2001 - HPC

    _ê~åÇ=dêçïíÜ=áå=OMMN=J=em` dêÉï=Äó=OVB √=kÉï=Å~íÉÖçêáÉëI=åÉï=ÄÉåÉÑáíë dêÉï=Äó=NRB √=kÉï=Å~íÉÖçêáÉëI=åÉï=ÄÉåÉÑáíë pÜ~ãéççI=kìíêáìã=_~êI=táéÉë dêÉï=Äó=OPB √=kÉï=ÖÉçÖê~éÜó k~íìê~äë=~åÇ=âáÇë=ê~åÖÉ pÉÇ~ä=êçääÉÇ=çìí=íç=jÉñáÅç ~åÇ=sÉåÉòìÉä~

  16. Slide 16: Brand Growth in 2001 - Foods

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  17. Slide 17: Performance of South East Asia 1997-2000

    mÉêÑçêã~åÅÉ=çÑ=pçìíÜ=b~ëí=^ëá~ NVVTJOMMM 115 25.00% dêçëë=j~êÖáå=ÄÉá råÇÉêäóáåÖ=sçäìãÉ=dêçïíÜ 110 20.00% 105 dêçëë= råÇÉêäóáåÖ j~êÖáå= 100 15.00% sçäìãÉ fåÇÉñ dêçïíÜ 95 10.00% 90 85 5.00% 80 0.00% 75 70 -5.00% 65 60 -10.00% Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 VT VU VV MM

  18. Slide 18: Unilever Indonesia: Fifteen Years of Real Growth

    råáäÉîÉê=fåÇçåÉëá~W=cáÑíÉÉå=vÉ~êë çÑ=oÉ~ä=dêçïíÜ kÉí=b~êåáåÖë rpA p~äÉë 100 800 90 700 80 600 70 500 60 400 50 300 40 200 30 20 100 10 0 86 87 88 89 90 91 92 93 94 95 96 97 98 99 '00

  19. Slide 19: Expanding the Brand Positioning

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  20. Slide 20: Expanding the Brand Positioning

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Unilever — Q1 2002 Earnings Presentation on 6ix