Latin America Industry Panel

Transcript

2. ´ 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
3. Source: KWP FMCG 2017 vs YA | Total Latam (excluding Venezuela) Latam - FMCG volume growth% 2009 8% 2016 2.6% 2017 1.7%
4. Decline in OOH consumption for Food & Beverages in Mexico SOURCE: KWP Q1 18 VS Q1 17 Total Food 6 Beverages | Total Latam (excluding Venezuela)
5. SOURCE: KWP CW’17- Q14. How do you usually manage the budget you have for your purchases? | Total Latam
6. 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
8. …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
10. 2013 2014 2015 2016 2017 SOURCE: INTERNAL DATA CENTRO DE ANALISIS DE NEGOCIOS | SELL IN COMMERCIAL SALES GB LATAM KG (EXCL. VENEZUELA)
11. SOURCE: KANTAR CONSULTING 2018 GLOBAL TRENDS PROGRAM FOR GRUPO BIMBO
12. 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%
13. SOURCE: GLOBAL DATA 2017 LATAM REPORT: Opportunities in the Latin American Bakery & Cereals Sector
14. 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
16. SOURCE: Kantar Consulting 2018 Global Trends Program for Grupo Bimbo
17. SOURCE: Kantar Consulting 2018 Global Trends Program for Grupo Bimbo
18. SOURCE: Kantar Consulting 2018 Global Trends Program for Grupo Bimbo
19. SOURCE: Mintel Food and Drink LATIN AMERICA, MAY 2017-APRIL 2018 And grains & seeds can add texture and nutrition to products
20. SOURCE: Mintel Food and Drink / LATIN AMERICA, MAY 2017-APRIL 2018 Chocolate remains high in sweet bakery
21. SOURCE: Kantar Consulting 2018 Global Trends Program for Grupo Bimbo
22. SOURCE: Kantar Consulting 2018 Global Trends Program for Grupo Bimbo
23. SOURCE: https://www.thedailymeal.com/news/healthy-eating/92-percent-millennials-replace-meals-snacks-at-least-once-week-according-survey/030817
24. Entenmann’s Transformation. Full Size to Handheld 1999-2016
25. 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
26. SOURCE: Kantar Consulting 2018 Global Trends Program for Grupo Bimbo
33. 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
37. SOURCE: Nielsen Global Health & Wellness Report 2016
38. 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
39. “Made with ingredients you´re familiar with”
40. ´
41. 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?
45. Share value | Total White Bread | Grande SP | 2017 | Source: Nielsen Scantrack | Revenue BB
46. SOURCE: KANTAR CONSULTING 2018 GLOBAL TRENDS PROGRAM FOR GRUPO BIMBO
48. M. Carolina Gollo – Innovation Global Marketing Manager carolina.dambroz@grupobimbo.com