Unilever PLC · LSE:ULVR
Unilever — Investor Day (December 2022)
17 slides from Unilever's investor day presentation, Dec 8, 2022
Slide 1: Ice Cream
Ice Cream Matt Close, President Ice Cream 8 DEC 2022
Slide 2: Safe harbour statement
Safe harbour statement This presentation may contain forward-looking statements, including ‘forward-looking statements’ within the meaning of the United States Private Securities Litigation Reform Act of 1995. Words such as ‘will’, ‘aim’, ‘expects’, ‘anticipates’, ‘intends’, ‘looks’, ‘believes’, ‘vi
Slide 3: Agenda
Agenda Ice Cream Business Group: Who we are Strategic Direction: Where and how we will win 3
Slide 4: Ice Cream: Who we are
y y if y —_, aaa 7° y we are
Slide 5: Business Group overview
Business Group overview 7 2.6% 10% Emerging Markets € bn Out Of Home In Home Developed FY’21 Turnover 3Y USG CAGR dCom Markets (’19-’21) Magnum Ben & Jerry’s Cornetto Wall’s Kids 5
Slide 6: We are global leader in an attractive market
We are global leader in an attractive market… Clear leadership in a growing market with improving margins Market Share Global Market Value Underlying Operating Margin 2019-25 (€bn, %) Progress 2017 - 21 20% Competitor 1 10% Competitor 2 4% 4%+ 82 Competitor 3 2% 3% +13.9% 69 UOM ’21 65 Competitor 4
Slide 7: Well positioned to capture latest consumer trends
… and well positioned to capture latest consumer trends Indulging Mood Conscious Value E-everything experiences Transformation Choices Redefined 7
Slide 8: Ice Cream: looking ahead
Ice Cream: looking ahead
Slide 9: We have a clear strategic growth direction
We have a clear strategic growth direction… Share of Sales Share of Sales 2021 2025 1. More Premium > 50% 2. More Emerging Markets > 40% 3. More Out Of Home & > 60% Digital Commerce 4. All Under Pinned By More Domain Expertise 9 Figures refer to internal goals
Slide 10: Happiness mission at its core
… that keeps our Happiness mission at its core Happy People Happy Planet Employees Less Dairy Low emission Stop Suppliers Consumers Deforestation cabinets An unbroken chain of happiness Net Zero by 2039 10
Slide 11: Our R&D is source of competitive advantage
Our R&D is source of competitive advantage Superior plant-based Good for Kids Precision dosing Chef-inspired Surface shaping Sensory journey Multi- component Digitisation Monobites Novel Cold Chain architectures Plastic to Circular Warm Up polypropylene 11 Paper
Slide 12: More Premium: a portfolio of strong brands to win in Developed Markets
More Premium: a portfolio of strong brands to win in Developed Markets 12
Slide 13: More Emerging Markets: a huge opportunity to accelerate growth
More Emerging Markets: a huge opportunity to accelerate growth A huge market expansion opportunity with a codified approach to cover all price tiers Per Capita Consumption (Liters) Turkey – Out of Home price piano US 13 Italy 10 Germany 9 UK 8 France 5 China 2 Mexico 2 Indonesia 1 3X Market growth P
Slide 14: More Out of Home and Digital Commerce: the priority is digitalization
More Out of Home and Digital Commerce: the priority is digitalization Out of Home: Digital Commerce: digitizing our route to market delivering smiles at your doorsteps Central App/Web Ordering Golden Eye Chatbot Email Telesales 400 Social Media 2022 Sales Force 14 Figures refer to internal goals
Slide 15: More Domain Expertise: new organization unlocks opportunities
More Domain Expertise: the new organization unlocks opportunities in the entire value chain • Faster response to local trends • Maximize returns in season and drive de-seasonalization • Simplify portfolio • Accelerate route to market • Optimize CAPEX allocation digitalization 15
Slide 16: In summary
In summary We are global leader in attractive market and well-positioned to capture latest consumer trends We have clear strategic growth direction: more premium, more emerging markets, more out of home and digital commerce and more domain expertise Compass organization unlock opportunities in the e
Slide 17: 17
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