Investor Seminar October 22, 2018

[Pages:32]Investor Seminar October 22, 2018

Specialized Nutrition in China:

a Strong and Sustainable engine for growth

Bridgette HELLER EVP, Danone Specialized Nutrition

Bridgette Heller

3 years at Danone

2016

EVP Specialized Nutrition

2010

EVP Consumer Care at Merck & Co

2005

Global President Baby Global Business Unit at Johnson & Johnson

Prior to 2005

Senior positions at Kraft Foods

I2I

context

China, a key growth engine

short term

Maintaining Leadership in a shifting landscape

mid-long term

Great potential to capture new

opportunities

context

China, a key growth engine

short term

Maintaining Leadership in a shifting landscape

mid-long term

Great potential to capture new

opportunities

China is large and growing part of Specialized Nutrition Portfolio

Specialized Nutrition Net sales ~ 7 bn

Greater China Net sales

context China, a key growth engine

short term Maintaining Leadership in a shifting landscape

mid-long term Great potential to capture new

opportunities

Greater China

ELN

AMN

CAGR

AMN ELN

Rest of the World

pediatric nutrition

Infant Milk Formula (IMF) TOP3 Player

Aptamil #1 Brand

Allergy Management

Neocate #1 Brand with HCP's

2014

2015

2016

adult nutrition

2017

Enteral Nutrition

Nutricia # 1 Adult Nutrition Brand

&

partnership

10 years of massive growth of IMF market

Greater China IMF Market 21bn

increase

07 08 09 10 11 12 13 14 15 16 17

YOY Growth

Baby births

Urbanization & middle class

Safety Concerns

07 08 09 10 11 12 13 14 15 16 17

Source: Euromonitor Packaged foods value

Premiumization

context China, a key growth engine

short term Maintaining Leadership in a shifting landscape

mid-long term Great potential to capture new

opportunities

Infant Milk Formula Global Market

Greater China Rest of the world

Source: value, Nielsen, Smartpath

We outperformed category while building a more sustainable IMF business model

context China, a key growth engine

short term Maintaining Leadership in a shifting landscape

mid-long term Great potential to capture new

opportunities

Market Share Value%

Danone route-to-market Share of Net sales

Multinationals

(ex Danone)

Danone

Chinese top-4 Other

2018 MAT

Source: Nielsen & smartpath IMF category ; Internal netsales

Indirect

Direct

2015

2018 Est

We are successfully building Direct channels to address sustainability of RTM

context China, a key growth engine

short term Maintaining Leadership in a shifting landscape

mid-long term Great potential to capture new

opportunities

Direct China Net sales

Direct International Net sales

increase in sales

vs 2014

2014

2015

2016

2017 2018 EST

Source: internal

2014

2015

2016

2017 2018 EST

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