DANNON US - media.corporate-ir.net

DANNON US

MARIANO LOZANO

GENERAL MANAGER DANO

ONE NORTH AMERICA

QUICK UPDATE ON CURRENT

Source: IRI data: MULO (includes Food, Drug, Mass, Walmart, Club (Ex Costco), Dollar, and Military). 4 Week
ending May 25, 2014

T SITUATION

Competitor 1
Competitor 2

LIFE OF THE US CONSUMERS

OBESITY EPIDEMIC

2/3 SNACKING

overweight or
obese

90%

snack through
the day

IS DEFINED BY THESE MACRO TRENDS

CONVENIENCE/FREEDOM

› Less Fuss
› Less Mess
› On-the-Go
› Bite-size

DESIRE FOR HONEST, SIMPLE FOODS

70%

interest in local
foods/farmers’
markets

Yo
the fo
of the

ogurt,
ood trend

decade

YOGURT IS SHOWING STRON

Yogurt continues to grow
in value

Yogurt $ Sales (in Bn) and Growth vs YAG

+6.4%
+7.7%

+10.9% +7.2%

7,1 7,2
6,6
6,1
5,5

2010 2011 2012 2013 L52W

NG AND CONSISTENT GROWTH

…And is making major
contributions to total store

Fastest growth among top 15
edible categories

#2 in absolute dollar growth

Larger than many iconic
categories

DANNON IS DRIVING THE YO

Dannon growth exceeds 40%
category 30%
20%
Dannon $ Sales (in B) 10%

2,0 2,0
1,6 1,6 1,8

2010 2011 2012 2013 L52W

Growth vs YAG

Yogurt 2011 2012 2013 L52W
Dannon +10.9 +7.2 +7.7 +6.4
+2.9 +9.0 +11.3 +9.8

OGURT GROWTH

Dannon is the leading market
force

Market Share Evolution

Competitor 1
Competitor 2

2011 2012 2013 YTD 2014

The Greek Yogurt

EXPLOSION

Greek Yogurt Causes a STIR

With Triple-digit Gains

Greek Yogur

Greek Yogurt Food

DOMINATION

Greek-Yogurt CRAZE
rt Has Been All The RAGE

GREEK YOGURT HAS BEEN A

Greek claims nearly h

$ Share and Growth Rat

12% +116% 23% +62% 34

CY2010 CY2011 CY2

Greek

Protein/Filling

Balance of
Health & Taste

Authentic/
Special

MAJOR ENGINE OF GROWTH

half of category dollars

tes of the Greek segment

4% +41% 45% +30% 47%

2012 CY2013 L52 Weeks 2014

Non-Greek

Price per Pound

Greek: $3.0
Regular: $1.7

1.7x

DANNON IS A STRONG PLAY

Dannon has rapidly gained share
in Greek

35% Competitor
33%

2012 2013 9% Competitor 2
9% Competitor 3
Source: IRI data
YTD 2014

YER IN THE GREEK SEGMENT

With a portfolio of strong brands

1

2
3

WHAT DOES THE FUTURE HOL

LD?

PILLARS OF DANONE / DANN

01 0

Innovation Workin
reta
Consumer
Engagement

Category
Advocacy

NON’S FUTURE GROWTH

02 03

ng with Engaging with
ailers our partners

PILLARS OF DANONE / DANN

01 0

Innovation Workin
reta
Consumer
Engagement

Category
Advocacy

NON’S FUTURE GROWTH

02 03

ng with Engaging with
ailers our partners

INNOVATION WILL MEET NEW

Indulgence Puddings

Cheesecake Inspired

W MOMENTS OF CONSUMPTION

On-the-go

Light & Fit Protein Shakes

Danimals Squeezables

INNOVATION WILL EXPAND D
YOGURT IN A 10B MARKET

Frozen is a highly inc
with encouragin

$ Share of Frozen Yogurt

9,4

5,4

5,3

Mar 30 Apr 6 Apr 13 Apr 20 Apr 27 May 4 May 11 May 18

Dannon Oikos B&J Greek FY Healthy Choice Greek FY

Source: IRI data

DANNON’S REACH BEYOND FRESH

cremental business,
ng initial results

INNOVATION AT STONYFIELD

From: All Greek, all the time

D / REFOCUSING ON STRENGHTS

To: Win big in Baby & Kids

INNOVATION AT STONYFIELD

First to launch refrigerated yogurt pouches

Partnered with

D / UNLOCK YOKIDS FULL POTENTIAL

First ever presenting sponsor of
Disney on Ice and Disney Live

INNOVATION AT STONYFIELD

D / NATURAL CHANNEL

PILLARS OF DANONE / DANN

01 0

Innovation Workin
reta
Consumer
Engagement

Category
Advocacy

NON’S FUTURE GROWTH

02 03

ng with Engaging with
ailers our partners

DANNON IS ENGAGING WIT
BREAKING CATEGORY NORM

First to advertise in SuperBowl

TH CONSUMERS IN NEW WAYS,
MS

Pursuing new ways to engage
with consumers

Industry Ratings Share o

 Ranked #2 in Hulu’s  Oikos domina
“Celebrity Cameos” with 84% shar
 Ranked #5 in Entertainment online

Weekly’s “Most Liked Ads” 84%
 Ranked #4 in The Daily
Oikos Cho
Beast

6MM YouTube views!
10:1 Praise to Dislike

Ratio!

of Voice Social Sharing

ated Chobani  Oikos made the “Top 10
re of voice Most Tweeted About
Commercials” with 548
15% tweets per minute
1%
 Trended on Twitter
Worldwide

obani Yoplait

DIGESTIVE HEALTH IS A TOP C
ACTIVIA HAS A HUGE OPPOR

Many Americans have experienced minor
Digestive Health issues

6 in 10

Yogurt users have experienced
digestive issues in the P3M

Source: Health & Ingredient Monitor 2012 , ECI Research 2013 Segmentation, IRI Panel latest 52 w

CONCERN IN THE US,
RTUNITY TO GROW

Activia has significant opportunity to reach
people who are concerned with DH

52.0%

Δ 34.4 pt

17.6%

Activia Penetration Yogurt users who are
concerned with Digestive
weeks ending 5.18.2014
Health

NEW ACTIVIA BENEFIT DRIVIN
AUDIENCE

Digestive Issues: Bloating, G

Scientific dossier preparation
(April 2013)

Activia may help reduce the frequency of minor
discomfort when consumed twice a day for 4 wee

Source: Activia A&U 2010

NG RELEVANCE TO A GREATER

Gas, Discomfort, Rumbling

2X

Experts validation
(August 2013)

r digestive issues like bloating, gas, rumbling and
eks as part of a balanced diet and healthy lifestyle

PILLARS OF DANONE / DANN

01 0

Innovation Workin
reta
Consumer
Engagement

Category
Advocacy

NON’S FUTURE GROWTH

02 03

ng with Engaging with
ailers our partners

DANNON IS INVESTING INTO
INFLUENCING POLICY MAKE

Yogurt category

Key
Opinion
Leaders

Dannon
Ambassador

Program

O GROWING THE CATEGORY AND
ERS

y growth initiative

Dietary
Guidelines

Retail
Activation

PILLARS OF DANONE / DANN

01 0

Innovation Workin
reta
Consumer
Engagement

Category
Advocacy

NON’S FUTURE GROWTH

02 03

ng with Engaging with
ailers our partners