Grupo Bimbo SAB de CV Class A · BMV:BIMBO/A
Grupo Bimbo SAB de CV Class A — Investor Day (June 2008)
35 slides from Grupo Bimbo SAB de CV Class A's investor day presentation, Jun 4, 2008
Slide 1: Grupo Bimbo's Day
Grupo Bimbo’s Day June 4, 2008
Slide 2: Jim Brennan, BBU Senior VP of Sales
Jim Brennan BBU – Senior VP of Sales
Slide 3: Our Vision
. GRUPO <> BIMBO © Our Vision
Slide 4: Bimbo Bakeries USA at a Glance
Bimbo Bakeries USA at a Glance Key Facts $1.46B in annual sales Serving 45 States Over 3,000 DSD routes 185 Bakery Outlets 9 Master Distributors California and Texas Midwest, Northeast and Southeast Intermountain Region Mid Atlantic Region Regions Regions (BMB Foods) Key Brands: Key Brands
Slide 5: Bimbo Bakeries USA at a Glance
Bimbo Bakeries USA at a Glance Bimbo Bakeries USA has a broad brand portfolio and is the leader in many Commercial Bread segments Source: IRI (52 week ending March 29, 2008)
Slide 6: Bimbo Bakeries USA at a Glance
Bimbo Bakeries USA at a Glance Hispanic Opportunity Index
Slide 7: Bimbo Bakeries USA at a Glance
Bimbo Bakeries USA at a Glance Bimbo and Marinela Coverage
Slide 8: Creating a Sustainable Competitive Advantage
A strong and sound company for our Delivering stakeholders. Sound IPST Results International Preferred Productivity Supplier Initiatives Our Customers’ Team preferred supplier. Creating a Sustainable Competitive Advantage Winning Leveraging with Technology A forward looking Brands company. Convenien
Slide 9: Delivering Sound Results
Delivering Sound Results Sales Performance Annual Net Sales Trends ($B) BBU has achieved 5 consecutive years of 2007 1.46 substantial Sales Growth +31.5% 2003 vs. 2007 2006 1.36 +7% CAGR 2005 1.23 Q1 2008 Results 2004 1.15 $387.6M Net Sales +7.6% vs. YAG 2003 1.11 Figures according to U.S. GAAP A St
Slide 10: Delivering Sound Results: Performance Indicators
Delivering Sound Results Performance Indicators – Key Facts Market Share Key Accounts Major Brands BBU is the Bread BBU’s BBU’s Dollar Share leader in Top 17 accounts Total 15 of 23 IRI markets are up Major Brands in the Western US $25M or 12% are up 8.4% Bread Market Share The Top 17 Oroweat, BBU’s
Slide 11: Delivering Sound Results: IBC exit from Southern California
Delivering Sound Results IBC exit from Southern California IRI Weekly Bread Share for Southern California – 52 Weeks BBU gained 8.4 share points; a 21% gain and 53% of IBC’s branded business IBC Begins BBU Average Share Pre Sept 2 = 39.1 Slow Pullout BBU Average Share Post Oct 21= 47.5 IBC Exit
Slide 12: Productivity Initiatives
Productivity Initiatives 2. Bakery Outlets • Dramatic improvement 1. SICOM in sales with higher • Increased sales and revenue stream against reduced returns (shrink) fixed cost while improving customer in-stock rate 3. Scan Based Trading • Improves distribution costs • Synchronized pricing, reducing
Slide 13: Winning with Brands
Winning with Brands Health and Innovation Bread Perfected BBU continues to develop innovative #1 of BBU’s products to meet the changing needs total branded sales and interest of today’s consumers A company with trustworthy, leading brands for our Consumers.
Slide 14: Winning with Brands: Proven Results
Winning with Brands Proven Results Key Facts Oroweat Ranks #4 in Dollar Sales in the Double Fiber Bread Oroweat brand 4 week 4 week 26.9% Increase total total 42 43 44 45 46 47 48 49 50 51 52 1 2 3 4 5 6 7 8 9 10 11 12 13 Source: BBU Data Warehouse
Slide 15: The Road... to Gold!
Ab | » TEAM SUPPLIER :
Slide 16: Winning with Brands: Consumer/Trade Marketing Events
Winning with Brands Consumer/Trade Marketing Events Oroweat showcases brand leadership as an Olympic Team Supplier – Reinforces consumer values of nutrition, health and a winning spirit. – Excellent Retailer participation and merchandising opportunities. – Collaborate with other Olympic sponsors. •
Slide 17: Celebrating 100 Years
Celebrating 100 Years Making Fresh Traditions
Slide 18: Winning with Brands: Making Fresh Traditions
Winning with Brands Making Fresh Traditions Baked with Pride since 1908 #3 of BBU’s Celebrating 100 Year Anniversary total branded sales with New Products A company with trustworthy, leading brands for our Consumers.
Slide 19: Winning with Brands: Making Fresh Traditions
Winning with Brands Making Fresh Traditions Mrs Baird’s Celebrates its 100 Year Anniversary by “Giving back to the Community” A company with trustworthy, leading brands for our Consumers.
Slide 20: Winning with Brands: Consumer/Trade Marketing Events
Winning with Brands Consumer/Trade Marketing Events Texas State Fair Skyway Mrs Baird’s Grilling Event
Slide 21: Winning with Brands: Growing the Hispanic Tradition
Winning with Brands “Con el cariño de siempre” Growing the Hispanic Tradition “With the same care as always” #2 of BBU’s Bimbo introduces total branded sales 3 New Variety Breads A company with trustworthy, leading brands for our Consumers.
Slide 22: Winning with Brands: Growing the Hispanic Tradition
Winning with Brands Growing the Hispanic Tradition New product introductions are enhancing Bimbo’s Sweet Baked Goods portfolio A company with trustworthy, leading brands for our Consumers.
Slide 23: Winning with Brands: Bimbo and Giovani Dos Santos Promotion
Winning with Brands Growing the Hispanic Tradition Bimbo and Giovani Dos Santos Trading Card Promotion A company with trustworthy, leading brands for our Consumers.
Slide 24: Winning with Brands: Growing the Hispanic Tradition
Winning with Brands Growing the Hispanic Tradition Bimbo enters the bar segment with 90 Calorie Plus Vita Bars and expands its Cookie assortment A company with trustworthy, leading brands for our Consumers.
Slide 25: Winning with Brands: Growing the Hispanic Tradition
Winning with Brands Si los ves….Cómetelos! Growing the Hispanic Tradition If you see them… eat them! #5 of BBU’s New product total branded sales introductions A company with trustworthy, leading brands for our Consumers.
Slide 26: Winning with Brands: Marinela Zumbatomic Promotion
Winning with Brands Growing the Hispanic Tradition Marinela Zumbatomic Promotion achieved a 42% lift in Net Dollars A company with trustworthy, leading brands for our Consumers.
Slide 27: Convenience Store Opportunity
Convenience Store Opportunity Key Facts Identifies “best-fit” scenarios in terms of product and Total US Convenience Channel targeted demographics. Over 146,000 stores $164B annual in-store Sales $2.5B in annual Packaged Sweet Snacks Current BBU Status Currently providing service to 14,600 s
Slide 28: Convenience Store Opportunity: Distribution Methods
Convenience Store Opportunity Distribution Methods A forward looking Company.
Slide 29: Leveraging Technology
Leveraging Technology Utilizing technology to identify and develop Efficient and Effective Trade Marketing Opportunities What other products are found in my consumers baskets? Number of Number Households of Composite Commodity Buying Buying Significance Name Product Trips Ranking Peanut Butter Jelly
Slide 30: International Preferred Supplier Team: Project Scope
International Preferred Supplier Team Project Scope To improve upon each market area’s level of Category and Account management expertise through the sharing of knowledge, the identification of best practices, and the utilization of available resources. To design a flexible management model that mir
Slide 31: International Preferred Supplier Team: Project Flow
International Preferred Supplier Team Project Flow Training Establishment Procedures Understand Assess of the Model & Policies Share Implement Certify Structure & Tools Reviewed organization Establishment of the Model for Implement & Certify structure, available resources Strategic Account Planning
Slide 32: Strategic Account Planning
Strategic Account Planning IPST Core Output Plan Foundation “A structured process of account business planning, focused on managing our resources toward attaining our goals in the specific environment of a retailer.” Situation Analysis Commission of the Partnering Group to build a Account Plan cus
Slide 33: International Strategic Account Planning: Discovering Winning Opportunities
International Strategic Account Planning Discovering Winning Opportunities Leverage the power of Bimbo brands through the alignment of Grupo Bimbo and our Retailer’s wants/needs Account/Category Business Plan Alignment • Providing actionable insights • Drive business Strategies Strategies growth and
Slide 34: International Strategic Account Planning: Results in Action
International Strategic Account Planning Results in Action Bimbo Bakeries USA was 1 of 5 strategic partners selected by a National Key Retailer to develop a collaboration process for Joint Strategic Planning Expected Benefits • Collaborate to leverage mutual insights and capabilities. • Maximize opp
Slide 35: Forward-looking statements
This presentation contains certain statements that are neither reported financial results nor other historical information. These estimates are forward-looking statements within the meaning of the safe-harbor provisions of the Mexican securities laws. These forward-looking estimates are subject to r