Introduction to Canback

Founded by Dr. Staffan Canback, we are an elite management consulting firm anchored in predictive analytics and consumer knowledge.

We serve clients through five practices: Commercial Strategy, Sources of Growth, M&A Due Diligence, Corporate Finance, and Organizational Performance.

We operate globally with the world’s largest companies as clients. This has taken us to 84 countries since our founding in 2004.

We also offer analytic services with the Canback Global Income Distribution Database (C-GIDD) as our cardinal product.

Canback is a subsidiary of The Economist Group since 2015.

Transcript

1. PREDICTIVE ANALYTICS INTEGRATORS CANBACK Boston, Massachusetts www.canback.com +1-617-399-1300 A member of The Economist Group Canback INTRODUCTION TO CANBACK 2017
2. 2 Founded by Dr. Staffan Canback, we are an elite management consulting firm anchored in predictive analytics and consumer knowledge. We serve clients through five practices: Commercial Strategy, Sources of Growth, M&A Due Diligence, Corporate Finance, and Organizational Performance. We operate globally with the world’s largest companies as clients. This has taken us to 84 countries since our founding in 2004. We also offer analytic services with the Canback Global Income Distribution Database (C-GIDD) as our cardinal product. Canback is a subsidiary of The Economist Group since 2015. Canback is a global management consulting firm advising mainly consumer-facing clients
3. 3 Canback is the leader in management consulting based on predictive analytics Performance 1900 1960 1990 2017 Traditional management consulting Predictive analytics management consulting MANAGEMENT CONSULTING INDUSTRY S-CURVE A new approach with higher performance Few, if any, break- throughs since the early 1990s - Conceptually based problem-solving - Experience preferred over hard analysis - Datasets at the center of problem- solving - Repeatability and scalability for efficiency “The future is already here, it is just unevenly distributed”
4. 4 Actionable outcomes Impactful insights Hands-on approach Top-line expertise “Hands on approach: You always do trade visits, “get dirty”” “Actionable outcomes and not decks of theory and graphs for the business to interpret how to land” Gap Identification “Market, consumer, and top line expertise vs just processes or analysis of hard variables” “Focus on issues that make a difference vs “boiling the ocean”” “Identify gaps in markets (through disciplined benchmarks) and initiatives to close them” Canback practical and fact-based approach is appreciated by clients In the words of Mauricio Leyva, CEO AB InBev Middle Americas, 45,000 employees
5. 5 Canback is often cited in the press, research reports, annual reports, and investor presentations Quarterly divisional seminar: Africa (2015) Quarterly divisional seminar: South Africa (2014) Quarterly divisional seminar: Asia-Pacific (2013) Mapping the Path to Future Prosperity: Emerging Markets Growth Index (2014) Abuja +12: Shaping the Future of Health in Africa (2013) Contextualising the Mass Market Banking Opportunity (2011) The Shifting Urban Economic Landscape: What Does it Mean for Cities? (2013) Annual Results Presentation (2013) CiMi.COM Award: Global Savory Category Growth & Mix Influencer Analysis (2017) Year-End Results Presentation (2015) How being sceptical paid off for Massmart (2017) The Future of Retailer Brands (2010) Chinese politics: A crisis of faith (2016) Hot spots: Benchmarking Global City Competitiveness (2012) Consolidated Annual Report (2012) 2014 New York Analyst Day (2014)
6. 6 Canback has worked on the ground in 84 countries GLOBAL FOOTPRINT Offices Country projects Consultants’ work travel Global projects 21% United States 7% South America 23% Mid America 8% Europe 8% Africa 25% Asia-Pacific 8%
7. 7 Canback has worked on a large variety of projects, usually with a commercial focus CANBACK PRACTICES 4% 2% 9% Other 17% M&A Due Diligence Commercial Strategy Organizational Performance 17% Sources of Growth 52% Corporate Finance Project split Addressing where and how to play across geographies and categories based on market attractiveness, consumer responses, and financials Managing the operational due diligence process across functional teams while completing the commercial evaluation Using a proven, powerful framework, identifying, quantifying, and capturing new growth opportunities around the world Evaluating board effectiveness and designing new organizational structures to improve performance Building company and project discounted cash flow models including currency risk evaluations, often in M&A situations Analyzing economic and socioeconomic trends using the Canback Global Income Distribution Database (includes subscriptions) Overview
8. 8 Canback works mainly in five consumer-facing sectors FOOD & BEVERAGE RETAIL FINANCIAL SERVICES TECH & MEDIA HEALTH & BEAUTY • Traditional trade • Modern trade • E-commerce • Informal markets • Alcoholic beverages • Soft drinks and dairy • Packaged products • Artisanal foods and beverages • Personal care • Beauty products • Home care • Over-the-counter drugs • Social media • Traditional media • Cellular and cable operators • Retail banking • Savings • P&C insurance • Payments & remittances
9. 9 We aim to make our deliverables VRIO PROJECT CHECKLIST V Valuable Is the project of material valuable to the client? R Rare Is what we have to offer rare? Do our specialized skills stand out? I Inimitable Can what we do be easily imitated by others, including our competitors? O Organized Is the client organized to receive our findings? Is there a plan for knowledge transfer?
10. 10 Beyond consulting, we offer the Canback Global Income Distribution Database (C-GIDD) C-GIDD benchmark products and services data Internal to Canback C-GIDD economic, demographic, social and psychographic data Internal to Canback C-GIDD income distribution data Available as a commercial service at cgidd.com C-GIDD COVERAGE • The world's only database with complete subnational data series • GDP, household income, size of income brackets, size of socioeconomic classes, population • 213 countries, 697 subdivisions and 997 cities • Subnational: 2002-2027 National: 1970-2037 C-GIDD MODULES EXAMPLES OF C-GIDD USES • Quantify number of households at specific income or socioeconomic levels • Compare consumer market sizes across geographies in a uniform way • Merge with category or sales data to spot new or under-developed opportunities EXPLANATORY POWER OF C-GIDD Demand variance explained by income above category-specific thresholds R2 0.00 0.50 1.00 Televison sets Oil consumption Cellphone subscribers Internet users Personal computers McDonald's restaurants Milk consumption Cash machines (ATMs) Insurance premiums Bank deposits Electricity consumption Airline passengers
11. 11 C-GIDD customers include a cross-section of large companies
12. 12 Canback contact information AMERICAS Boston Canback Headquarters 210 Broadway, Suite 303 Cambridge MA 02139 +1-617-399-1300 Alyssa Vergun avergun@canback.com Mexico City Canback Mexico Bosque de Ciruelos 194, PH3 Bosques de las Lomas 11700 Ciudad de México, D.F. +52-55-4164-8500 Francisco Maciel Morfin fmaciel@canback.com Chicago Canback USA 500 N. Michigan Ave. Suite 1925 Chicago IL 60611 +1-312-853-3716 or 3823 Ivan Izus Torossian itorossian@canback.com ASIA Beijing Canback China Unit 1711, 17/F, Block 1 Taikang Financial Tower 38 East 3rd Ring Rd. North Chaoyang District 100026 +86-10-8571-2188 Alex van Kemenade alexandervankemenade@eiu.com Shanghai Canback China Rm 2508A, 25/F, Rui Jin Bldg 205 Mao Ming South Rd, Shanghai 200020 +86-21-6473-7128 Shuyuan Hu shu@canback.com Jakarta Canback SE Asia Jl. Tiang Bendera 5 no. 2A DKI Jakarta 11230 +62-812-8743 7578 Teddy Purnomo tpurnomo@canback.com EUROPE, MIDDLE EAST AND AFRICA London Canback Europe 20 Cabot Square London E14 4QW +44-20-7576-8181 Caleb Darsch cdarsch@canback.com Johannesburg Canback SA & SSA Inanda Greens Business Park Building 8 54 Wierda Road West Wierda Valley, Sandton, 2196 +27-83-786 2450 Arshad Abba arshad_abba@canback.com