Unilever Plc · LSE:ULVR
Unilever — Investor Presentation (November 2002)
19 slides from Unilever's investor presentation, Nov 18, 2002
Slide 1: Developing & Emerging Markets
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Slide 2: Growth Estimates: 2000 to 2020
^ÖÉåÇ~ K bÅçåçãáÅ=ÑìåÇ~ãÉåí~äë K iÉ~ÇáåÖ=éçëáíáçå=áå=aCb K råÇÉêéáååáåÖ=aCb=Å~é~ÄáäáíáÉë K aêáîáåÖ=ÖêçïíÜ=áåíç=íÜÉ=ÑìíìêÉ P dêçïíÜ=bëíáã~íÉëW=OMMM=íç=OMOMG aCb= aÉîÉäçéÉÇ pÜ~êÉ=çÑ=~ÄëçäìíÉ j~êâÉíë j~êâÉíë áåÅêÉ~ëÉ=áå=aCb tçêäÇ= NKQB MKNB VUB mçéìä~íáçå dam RKOB OKSB QRB G`^doÛë=OMMM=íç=OMOMK=`çåëí~å
Slide 3: D&E Purchasing Power will Overtake the Developed World by 2020
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Slide 4: Up-trading & Increased Frequency of Use
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Slide 5: Unilever Going Global: Example India
råáäÉîÉê=dçáåÖ=däçÄ~ä _ÉÑçêÉ=NVMM NVTS=J= mêÉëÉåí NVRN=J=NVTR NVOS=J=NVRM NVMM=J=NVOR V bñ~ãéäÉW=fåÇá~ K få=fåÇá~=ëáåÅÉ=NUUU K i~êÖÉëí=ã~êâÉí=Å~é=çå=íÜÉ fåÇá~å=ëíçÅâ=ã~êâÉí eáåÇìëí~å iÉîÉê K p~äÉë=çÑ=€=OKS=Äáääáçå K få=NU=Å~íÉÖçêáÉëW==äÉ~ÇÉê=áå=NQ K MKURã=çìíäÉíë=ëÉêîÉÇ=ÇáêÉÅíäó K OKQRã=çìíäÉíë=ëÉêî
Slide 6: Example: India
bñ~ãéäÉW=fåÇá~ > 3 million retailers serving 1 billion people in 3,800 towns and 627,000 villages NN kìãÄÉê=N=áå=aCb råáäÉîÉê kÉëíäÉG mCdG a~åçåÉG M R NM NR OM p~äÉë=€=Äå G=bëíáã~íÉÇ=ë~äÉë=áå=aCb NO S
Slide 7: Number 1 in D&E
kìãÄÉê=N=áå=aCb K OMMN=aCb=p~äÉë=Z=€ NUÄå K lìê=íçé=NM=aCb=ã~êâÉíë=Ü~îÉ=ë~äÉë=çÑ=çîÉê € NNÄå=êÉéêÉëÉåíáåÖ=çîÉê=SNB=çÑ=çìê=aCb éêÉëÉåÅÉ K tÉ=~êÉ=@N=áå=T=çÑ=çìê=íçé=NM=aCb=ã~êâÉíë K cçê=Éñ~ãéäÉI=áå=ÄçíÜ=fåÇá~=~åÇ=fåÇçåÉëá~=ïÉ ~êÉ=RMB=ÄáÖÖÉê=íÜ~å=kÉëíäÉI=mCd=~åÇ a~åçåÉÁKKÅçãÄáåÉÇ> NP em`=íÜÉ=lêáÖáå~ä=c
Slide 8: Consumer & Market Understanding
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Slide 9: Local Management; Proven Approach to Managing Through Economic Crises
içÅ~ä=j~å~ÖÉãÉåí VMB=çÑ=ã~å~ÖÉãÉåí=~êÉ=äçÅ~ä NT mêçîÉå=^ééêç~ÅÜ=íç=j~å~ÖáåÖ qÜêçìÖÜ=bÅçåçãáÅ=`êáëÉë K ^Åí=èìáÅâäó=J=íáãÉ=áë=ãçåÉó K mêáçêáíáëÉ=Äê~åÇëI=Å~íÉÖçêáÉë=~åÇ=ÖÉçÖê~éÜáÉë=áå êÉëéÉÅí=çÑ=íÜÉ=åÉï=ÉåîáêçåãÉåí K cçÅìë=çå=ëíêÉåÖíÜ=êÉä~íáîÉ=íç=íÜÉ=ÅçãéÉíáíáçåW ã~êâÉí=ëÜ~êÉ=L=ëÜ~êÉ=çÑ=îçáÅÉ K ^Åí=èìá
Slide 10: Example: Mexican Tequila Crisis (1995)
bñ~ãéäÉW=jÉñáÅ~å=qÉèìáä~ `êáëáë=ENVVRF NV bñ~ãéäÉW=jÉñáÅ~å=qÉèìáä~ `êáëáë=ENVVRF K `êáëáë=éêçÖê~ã K cçÅìë=çåW àmÉêëçå~ä=Å~êÉ àpéêÉ~Çë=~åÇ=áÅÉ=ÅêÉ~ã=E~ÅèìáëáíáçåëF àdêçëë=ã~êÖáå K aáîÉëí à^åáã~ä=ÑÉÉÇ àjÉ~í à`ÜÉãáÅ~äë OM NM
Slide 11: Example: Mexican Tequila Crisis; 2001 Devaluations
bñ~ãéäÉW=jÉñáÅ~å=qÉèìáä~ `êáëáë=ENVVRF NOMM p~äÉë=rpA NMMM UMM SMM QMM OMM M NVVR NVVS NVVT NVVU NVVV OMMM OMMN ORM dêçëë=j~êÖáå==EfåÇÉñW=NVVR=Z=NMMF OMM NRM NMM RM M NVVR NVVS NVVT NVVU NVVV OMMM OMMN ON bñ~ãéäÉW=OMMN=aÉî~äì~íáçåë OM NR NM R M nN=MN nO=MN nP=MN nQ=MN nN=MO nO=MO nP=MO JR JNM mêáÅÉ=
Slide 12: Example: Knorr
^ÖÉåÇ~ K bÅçåçãáÅ=ÑìåÇ~ãÉåí~äë K iÉ~ÇáåÖ=éçëáíáçå=áå=aCb K råÇÉêéáååáåÖ=aCb=Å~é~ÄáäáíáÉë K aêáîáåÖ=ÖêçïíÜ=áåíç=íÜÉ=ÑìíìêÉ OP bñ~ãéäÉW=håçêê oÉ~Çó=jÉ~äë på~Åâ=jÉ~äë jÉ~ä=háíë p~ìÅÉë pçìéë ^ÑÑçêÇ~ÄäÉ=Äçìáääçåë= C=ëÉ~ëçåáåÖë OQ NO
Slide 13: Example: Knorr in Argentina; Example: Laundry
bñ~ãéäÉW=håçêê=áå=^êÖÉåíáå~ K fåÇáîáÇì~ä=Äçìáääçå=ÅìÄÉë K i~ìåÅÜÉÇW=^ìÖìëí=OMMO K `ìÄÉ=Ñçê=ëíÉïë=íç=ìíáäáëÉ=äÉÑíçîÉêë K i~ìåÅÜÉÇW==^ìÖìëí=OMMO K ^ÑÑçêÇ~ÄäÉ=Ñ~ãáäó=é~ëí~=ëçìéK K i~ìåÅÜÉÇW==^ìÖìëí=OMMO OR bñ~ãéäÉW=i~ìåÇêó q~ÄäÉí j~ÅÜáåÉ=t~ëÜ=mçïÇÉê e~åÇï~ëÜ=mçïÇÉê _~ê=pç~é OS NP
Slide 14: Example: Sunsilk
bñ~ãéäÉW=pìåëáäâ OT bñ~ãéäÉW=pìåëáäâ içÅ~ä=fåëáÖÜí pìåëáäâ=Ñçê=ãìä~íí~=Ü~áê pìåëáäâ=Ñçê=~Ñêç=Ü~áê OU NQ
Slide 15: Example: Sunsilk is not...
bñ~ãéäÉW=pìåëáäâ pìåëáäâ=áë=åçíKKK OV bñ~ãéäÉW=pìåëáäâ pìåëáäâ=áëKKK PM NR
Slide 16: Example: Sunsilk value share
bñ~ãéäÉW=pìåëáäâ ëìåJÇ~ã~ÖÉÇ s~äìÉ=pÜ~êÉ=áå=_ê~òáä ÅçäçìêÉÇ PM OUB OR OPB OM Çêó Ç~åÇêìÑÑ NR Ç~ã~ÖÉÇ ~Ñêç NM äçåÖ R Åìêäó M DUN DUS DVN DVS DMN ëÜ~ãéçç ÅçåÇáíáçåÉê PN bñ~ãéäÉW=pìåëáäâ jÉñáÅç î~äìÉ=ëÜ~êÉ=B sÉåÉòìÉä~ î~äìÉ=ëÜ~êÉ=B 25 15 NQ 20 12 NT NNKQ 15 9 10 6 3 5 0 0 JF MA MJ JA SO ND JF MA MJ JA
Slide 17: Example: Sunsilk growth and value share
bñ~ãéäÉW=pìåëáäâ dêçïíÜG= vqa=nP=ÚMO _ê~òáä HQMB jÉñáÅç HNMMB `ÜáäÉ HTMB kçêíÜ=^åÇáå~ HOOMB pçìíÜ=^åÇáå~ HPRB G=dêçïíÜ=Z=ìåÇÉêäóáåÖ=ë~äÉë=ÖêçïíÜ PP bñ~ãéäÉW=pìåëáäâ î~äìÉ=ëÜ~êÉ=B jçêçÅÅç î~äìÉ=ëÜ~êÉ=B bÖóéí 33 17 28 OSKQ 16 15.7 15 OOKN 23 14.6 14 18 13 13 12 8 11 Feb-01 Apr-01 Jun-01 Aug-01 Oct-01
Slide 18: Example: Vietnam
bñ~ãéäÉW=sáÉíå~ã damW==€ PSKO=Äå mçéìä~íáçåW=UMã p~äÉë fåÇÉñW dêçëë=j~êÖáå €=ãáääáçå NVVS=Z=NMM ORM OVR OMM =B QU Z= OQR = do NRM `^ `` NVR NMM NQR RM M VR NVVS NVVT NVVU NVVV OMMM OMMN NVVS NVVT NVVU NVVV OMMM OMMN píêçåÖ=ÖêçïíÜ=ëáåÅÉ=Éåíêó=áå=NVVR PR pìãã~êóW=^=qê~Åâ=oÉÅçêÇ=çÑ dêçïíÜ NVVN OMMN dêç
Slide 19: D&E markets: a key growth driver
pìãã~êó aCb=ã~êâÉíëW ~=âÉó=ÖêçïíÜ=ÇêáîÉê PT NV