Unilever Plc · LSE:ULVR
Unilever — Investor Day (December 2005)
11 slides from Unilever's investor day presentation, December 2005
Slide 1: Winning in Developing and Emerging Markets
Winning in Developing and Emerging Markets Patrick Cescau, Group Chief Executive Unilever Campinas, Brazil December 2005 Safe Harbour Statement This presentation may contain forward-looking statements, including ‘forward-looking statements’ within the meaning of the United States Private Securities
Slide 2: Developing and Emerging Markets – The Big Picture
Developing and Emerging Markets The Big Picture Campinas Developing and Emerging Markets – The Big Picture 2
Slide 3: Developing and Emerging Markets – The Big Picture
Developing and Emerging Markets – The Big Picture Developing and Emerging Markets – The Big Picture 3
Slide 4: D&E – The Long Term Strategic Case
Now – Progress on Improving Competitiveness Competitive growth Increased Savings investment D&E North Personal America Care Stable market shares One Unilever Europe D&E – The Long Term Strategic Case Consumer spending (at market exchange rates) Source: OEF 2005 2010 Developed markets 19.3 24.7 Devel
Slide 5: D&E – The Long Term Strategic Case
D&E – The Long Term Strategic Case Consumer spending (at Purchasing Power Parity) Source: OEF 2005 2010 Developed markets 19.3 24.7 Developing markets 21.3 31.9 Driving Demand for Unilever Brands and Categories Affluent 1.5 bn Aspiring 4 bn Striving 5
Slide 6: Unilever's Local Heritage – Building On Deep Roots
A Winning Formula Local roots Global scale Unilever’s Local Heritage - Building On Deep Roots India 1913 Indonesia 1933 Brazil 1929 Argentina 1926 Mexico 1965 South Africa 1904 Local roots Global scale 6
Slide 7: Unilever's Local Heritage – Breadth and Depth
Unilever’s Local Heritage – Breadth and Depth Portfolio Availability & community People & reach Affordability Local roots Global scale Unilever’s Local Heritage – Local Touch Talent Connection Insight Culture Local roots Global scale 7
Slide 8: Unilever's Local Heritage – Local Talent Meeting Local Needs
Unilever’s Local Heritage – Local Talent Meeting Local Needs Unilever’s Global Scale Brands Technology reputation Values & Cost advantage Global scale 8
Slide 9: Local Roots with Global Scale – a Unique Balance
Local Roots with Global Scale – a Unique Balance Portfolio Brands n tio Ta ec len nn t Co Technology Availability reputation Community Values & & reach People & Cu t igh ltu Ins re Affordability Cost advantage Local roots Global scale Our Presence in D&E Markets Unilever and peer company percentage
Slide 10: Seizing the Opportunity
Seizing the Opportunity • Organic growth c. 8% since 1990 • Proportion of sales from D&E up from 20% to 37% in 15 years • Profitable growth, without margin dilution • Unbroken value creation since the early 70’s Opportunities Ahead Foods in Sourcing, supply China Asia/Africa and know-how 10
Slide 11: Winning in D&E Markets
Winning in D&E Markets Local roots Global scale Winning in Developing and Emerging Markets 11