Unilever Plc · LSE:ULVR

Unilever — Goldman Sachs Conference 2004

14 slides from Unilever's conference presentation, May 18, 2004

  1. Slide 1: Building a Business Through Brands

    Building a Business Through Brands 18 May 2004 Certain of the comments and materials in this presentation may contain forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These statements are based upon current expectations and assumptions regarding

  2. Slide 2: A world of challenges & opportunities

    A world of challenges & opportunities Continuing trend of Out of home and trade consolidation convenience formats growing more rapidly Communication channels Retail own brands grow, fragmenting but market share differs by category Commoditisation of Services growing categories if the leader faster t

  3. Slide 3: Brand focus: the essential catalyst for Path to Growth

    Brand focus: the essential catalyst for Path to Growth Category portfolio choices have been made Operating in those where we have leading positions …...backed by strong consumer insight and technology Chosen a brand portfolio to meet consumer needs Created an operating framework marrying our heritag

  4. Slide 4: Brand Key

    Brand Key 5.Values 6.Reason & Personality to believe The Brand values The proof we offer - what the brand stands to substantiate for and believes in - positioning and/or its personality 8. Essence The distillation of the Brand’s genetic code Single most compelling The differentiating into one clear

  5. Slide 5: Sunsilk - solving your hair dramas

    Global scale - local touch Sunsilk - solving your hair dramas Anti Flat Europe For coloured hair LATAM Volumising India For coloured hair Europe 5

  6. Slide 6: Axe - giving the edge in the mating game

    Axe - giving the edge in the mating game Women like soft skin… …especially against their own. Domestos 6

  7. Slide 7: Bertolli

    Bertolli Pure and natural ingredients prepared in all their simplicity is the essence of great tasting Italian food Francesco Bertolli -1865 Brand Assassin’s Charter: Greed A cent here, a cent there, no-one will Salami notice slicing is my expertise 7

  8. Slide 8: Cornetto unplugged?

    Cornetto unplugged? A half billion dollar plus brand in 2003 cost saving opportunity or brand killer? Rexona From this... to this… 8

  9. Slide 9: Brand Assassin's Charter: Complacency

    Brand Assassin’s Charter: Complacency I know the secret My brand is of perpetual motion the best Let’s cruise! Dove 9

  10. Slide 10: Flora/Becel

    Berliner Morgenpost “Thank you, Dove…..Finally no emaciated women, but real women…….We would like to see more of them” Flora/Becel 10

  11. Slide 11: Assassin's Charter: Myopia

    Brand Assassin’s Charter : Myopia Everything’s What train? fine Doing it my way works Carb Smart and Carb Options 11

  12. Slide 12: 12

    12

  13. Slide 13: Brand focus drives Value Creation

    Brand focus drives Value Creation A focused brand portfolio in markets with ‘momentum’ growth rate of around 4% - not yet delivering consistent performance 1995 1999 2003 Operating Margin % (beia) 8.7 11.1 15.8 Operating Assets % sales 38 29 20 Tax Rate (beia) % 34 32 29 Free Cash Flow € billion 1.4

  14. Slide 14: www.unilever.com/investor centre

    www.unilever.com/investor centre 14

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