First Quarter 2018 Earnings Conference Call April 27th, 2018
Forward-Looking Statement The information herein contained (“Information”) has been prepared by Grupo Herdez, S.A.B. de C.V., its associates, subsidiaries and/or affiliated companies (“Grupo Herdez”) and may contain forward-looking statements that reflects Grupo Herdez current expectations and views which could differ materially due to different factors, risks and uncertainties. Therefore, Grupo Herdez and/or it ´ s respective officers, employees or agents, assume no responsibility or liability for any discrepancy in the Information. In particular, but without prejudice to the generality of the foregoing, no warranty is given as to the accuracy of the statements or the future variation of the Information or any other written or oral Information issued by Grupo Herdez. The Information has been delivered for informative purposes only. The issuance of this Information shall not be taken as any form of commitment on the part of Grupo Herdez to proceed with any transaction. 2
1Q17 Net Sales Performance 6,000 4,809 4,702 5,000 271 330 648 4,000 674 TÍTULO DEL EJE Exports 3,000 Frozen Preserves 2,000 3,890 3,697 1,000 0 1Q17 1Q18 TÍTULO DEL EJE 3 Figures in million MXN
Preserves segment outperformers Convenience 2% CATEGORIES Club stores Foodservice 10% 6% Home-style salsa SALES Wholesalers 42% CHANNELS Marmalade Retail Pasta 40% 4
Frozen segment 1Q18 performance Net sales +4.0% Outperformance in DSD 5
Profitability performance EBIT 13.3% margin EBITDA 16.0% margin Consolidated 10.4% Net margin 6
Marketing Initiatives 7
MegaMex Herdez brand +21% Wholly +18% 8
2018 Guidance Optimizing Stable working margins capital CAPEX Selective MXN 633 pricing million Net sales 7-9% growth 9 Grupo Herdez financial outloook includes Nutrisa and Helados Nestlé.
Q&A 10
Recommend
More recommend
