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Latin America Industry Panel

BEMA
June 22, 2018

Latin America Industry Panel

BEMA

June 22, 2018
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  1. ´
    GROWTH AND FORECAST
    GDP (%) LATAM
    Source: Var (%) Gross Domestic Product, Constant prices, IMF October 2017 * Forecast 2018, 2019 and 2020 | Total Latam
    Inflation, consumption prices, IMF October 2017* Forecast 2018, 2019 and 2020 | Total Latam

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  2. Source: KWP FMCG 2017 vs YA | Total Latam (excluding Venezuela)
    Latam - FMCG volume growth%
    2009
    8%
    2016
    2.6%
    2017
    1.7%

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  3. Decline in OOH consumption
    for Food & Beverages in
    Mexico
    SOURCE: KWP Q1 18 VS Q1 17 Total Food 6 Beverages | Total Latam (excluding Venezuela)

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  4. SOURCE: KWP CW’17- Q14. How do you usually manage the budget you have for your purchases? | Total Latam

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  5. SOURCE: GLOBAL DATA 2017 LATAM REPORT: Opportunities in the Latin American Bakery & Cereals Sector
    Bakery & Cereals LATAM- value M USD
    90,420
    92,052
    89,187
    76,082
    73,298
    2012 2013 2014 2015 2016

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  6. …which strengthen two types of channels:
    Source: ILACAD World Retail – Growth in number of Convenience Stores point of sales from 2012 to 2017 / Nielsen l Retail Index | Scantrack – Growth of
    C&C in Brazil 2017 vs 2016

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  7. 2013 2014 2015 2016 2017
    SOURCE: INTERNAL DATA CENTRO DE ANALISIS DE NEGOCIOS | SELL IN COMMERCIAL SALES GB LATAM KG (EXCL. VENEZUELA)

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  8. SOURCE: KANTAR CONSULTING 2018 GLOBAL TRENDS PROGRAM FOR GRUPO BIMBO

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  9. SOURCE: GLOBAL DATA 2017 LATAM REPORT: Opportunities in the Latin American Bakery & Cereals Sector
    The second-fastest in the world following
    Asia- Pacific.
    REGION VALUE CAGR
    (2016-2021)
    GLOBAL 3.4%
    LATIN AMERICA 3.8%
    NORTH AMERICA 2.7%
    WESTERN EUROPE 2.1%
    ASIA-PACIFIC 6.7%
    EASTERN EUROPE 2.1%
    MEDDLE EAST& AFRICA 1.9%

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  10. SOURCE: GLOBAL DATA 2017 LATAM REPORT: Opportunities in the Latin American Bakery & Cereals Sector

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  11. SOURCE: GLOBAL DATA 2017 LATAM REPORT: Opportunities in the Latin American Bakery & Cereals Sector
    Size of bubble represents market value in USD 2016
    Value and volume growth analysis by market in Latin America (2016-2021)
    SAVORY BISCUITS
    COOKIES
    (SWEET BISCUITS)
    BAKING
    INGREDIENTS
    CEREAL BARS
    ENERGY
    BARS
    CAKES, PASTRIES
    & SWEET PIES
    BREAKFAST CEREALS
    MORNING GOODS
    DOUGH PRODUCTS
    BREAD & ROLLS

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  12. SOURCE: Kantar Consulting 2018 Global Trends Program for Grupo Bimbo

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  13. SOURCE: Kantar Consulting 2018 Global Trends Program for Grupo Bimbo

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  14. SOURCE: Kantar Consulting 2018 Global Trends Program for Grupo Bimbo

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  15. SOURCE: Mintel Food and Drink
    LATIN AMERICA, MAY 2017-APRIL 2018
    And grains & seeds can add texture and nutrition to products

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  16. SOURCE: Mintel Food and Drink / LATIN AMERICA, MAY 2017-APRIL 2018
    Chocolate remains high in sweet bakery

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  17. SOURCE: Kantar Consulting 2018 Global Trends Program for Grupo Bimbo

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  18. SOURCE: Kantar Consulting 2018 Global Trends Program for Grupo Bimbo

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  19. SOURCE: https://www.thedailymeal.com/news/healthy-eating/92-percent-millennials-replace-meals-snacks-at-least-once-week-according-survey/030817

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  20. Entenmann’s Transformation. Full Size to Handheld 1999-2016

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  21. To be present in a all points of
    sales of the region
    In a complex distribution network as LATAM´s
    SOURCE: GLOBAL DATA 2017 LATAM REPORT: Opportunities in the Latin American Bakery & Cereals Sector

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  22. SOURCE: Kantar Consulting 2018 Global Trends Program for Grupo Bimbo

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  23. PERIODS
    PRE LAW: JUL ‘15-JUN‘16
    POST LAW: JUL ‘16-JUN‘17
    6,1
    TOTAL
    BASKET
    2,3
    WITH
    STAMPS
    8,8
    NO
    STAMPS

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  24. SOURCE: Nielsen Global Health & Wellness Report 2016

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  25. SOURCE: Nielsen Global Health & Wellness Report 2016
    WAYS WE ARE CHANGING OUR DIETS TO LOSE WEIGHT
    As guiding principles in their nutritional and lifestyle choices

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  26. “Made with
    ingredients you´re
    familiar with”

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  27. SOURCE: IPSOS 2016 Confidential Information - GB Property
    © 2017 Ipsos. All rights reserved. Contains Ipsos' Confidential and Proprietary information
    and may not be disclosed or reproduced without the prior written consent of Ipsos.
    What do you
    associate
    with health?
    What do you
    associate
    with bread?
    Q7: Which of these characteristics do you associate with health in terms of diet?

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  28. Share value | Total White Bread | Grande SP | 2017 | Source: Nielsen Scantrack | Revenue BB

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  29. SOURCE: KANTAR CONSULTING 2018 GLOBAL TRENDS PROGRAM FOR GRUPO BIMBO

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  30. M. Carolina Gollo – Innovation Global Marketing Manager
    [email protected]

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