Goldman Sachs BRICs Conference Ahmet Bozer President, Eurasia & Africa Group May 17, 2011
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Goldman Sachs BRICs Conference
Ahmet Bozer President, Eurasia & Africa Group
May 17, 2011
Forward-Looking Statements
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This presentation may contain statements, estimates or projections that constitute “forward-looking statements” as defined under U.S. federal securities laws. Generally, the words “believe,” “expect,” “intend,” “estimate,” “anticipate,” “project,” “will” and similar expressions identify forward-looking statements, which generally are not historical in nature. Forward-looking statements are subject to certain risks and uncertainties that could cause actual results to differ materially from The Coca-Cola Company’s historical experience and our present expectations or projections. These risks include, but are not limited to, obesity and other health concerns; scarcity and quality of water; changes in the nonalcoholic beverages business environment, including changes in consumer preferences based on health and nutrition considerations and obesity concerns; shifting consumer tastes and needs, changes in lifestyles and competitive product and pricing pressures; risks related to the assets acquired and liabilities assumed, as well as the integration of, Coca-Cola Enterprises Inc.’s North American business; continuing uncertainty in the credit and equity market conditions; increased competition; our ability to expand our operations in developing and emerging markets; foreign currency exchange rate fluctuations; increases in interest rates; our ability to maintain good relationships with our bottling partners; the financial condition of our bottling partners; increases in income tax rates or changes in income tax laws; increases in indirect taxes or new indirect taxes; our ability and the ability of our bottling partners to maintain good labor relations, including the ability to renew collective bargaining agreements on satisfactory terms and avoid strikes, work stoppages or labor unrest; increase in cost, disruption of supply or shortage of energy; increase in cost, disruption of supply or shortage of ingredients or packaging materials; changes in laws and regulations relating to beverage containers and packaging, including container deposit, recycling, eco-tax and/or product stewardship laws or regulations; adoption of significant additional labeling or warning requirements; unfavorable general economic conditions in the United States and other major markets; unfavorable economic and political conditions in international markets, including civil unrest and product boycotts; litigation uncertainties; adverse weather conditions; our ability to maintain brand image and corporate reputation as well as other product issues such as product recalls; changes in, or our failure to comply with, laws and regulations applicable to our products or our business operations; changes in accounting standards and taxation requirements; our ability to achieve overall long-term goals; our ability to protect our information technology infrastructure; additional impairment charges; our ability to successfully manage Company-owned or controlled bottling operations; the impact of climate change on our business; global or regional catastrophic events; and other risks discussed in our filings with the Securities and Exchange Commission (SEC), including our Annual Report on Form 10-K for the year ended December 31, 2010 and our subsequently filed Quarterly Reports on Form 10-Q, which filings are available from the SEC. You should not place undue reliance on forward-looking statements, which speak only as of the dates they are made. The Coca-Cola Company undertakes no obligation to publicly update or revise any forward-looking statements.
2020 Vision: Our Roadmap for Winning Together
● Profit: More Than Double System Revenue
● People: Be a Great Place to Work
● Portfolio: More than Double Our Servings Per Day
● Partners: Be the Most Preferred Beverage Partner
● Planet: Global Industry Leadership in Sustainability
● Productivity: Manage for Greatest Effectiveness
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Farrell Classified - Internal use
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Eurasia & Africa Group: Capturing a World of Opportunity
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Eurasia & Africa Group • 90 Countries • 16% of Total Company Unit Cases • 12% of Total Company Operating Income • Nearly 70% of World’s Population
Growth by 2020 • 45% of Global Urban Growth and Global
Middle Class Growth by 2020
Europe 16% of Total Company
Unit Cases
North America 22% of Total Company
Unit Cases
Latin America 28% of Total Company
Unit Cases
Pacific 18% of Total Company
Unit Cases
2010 Worldwide Unit Case Volume Geographic Mix
Overview
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• Understanding Our Opportunity
• Advancing From a Position of Strength
• Driving Results in Russia, India and Sub-Sahara Africa
• Strengthening Our Brand Portfolio
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Understanding Our Opportunity
Eurasia & Africa Group: Rich in Natural Resources
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80% of the World’s Oil Resources
79% of the World’s
Natural Gas Resources
54% of Global Teens
47% of Global Population
TODAY
Our “BRICS” Markets: Rich in Opportunity
Russia Today 10% of Group Unit Cases
69 Per Capita
India Today 13% of Group Unit Cases
11 Per Capita
Sub-Sahara Africa Today 19% of Group Unit Cases
27 Per Capita
Eurasia & Africa Group “BRICS” Markets
by 2020 • 69% of Urban Growth for Group • 96% of Teen Growth for Group • 85% of Middle Class Growth for Group
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0
200
400
600
Mexico Argentina SouthAfrica
Brazil Turkey Russia SubSaharaAfrica
India
We Are Only Getting Started
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2010 KO Per Capita Consumption
Global
Eurasia & Africa Group
89
30
Latin America Group 297
Average
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Advancing From a Position of Strength
The World’s Greatest Brands
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Sparkling Beverages
#1 Water
#2 Juice &
Juice Drinks
#1 Tea
#2 Energy
#2
Eurasia & Africa Top Brands
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Supported by a Strong Leadership Team
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Zoran Vucinic
Russia, Ukraine and
Belarus BU President
23 years
Atul Singh
India & South West
Asia BU President
13 years
William Egbe
South Africa BU
President
14 years
Curtis Ferguson
Middle East & North
Africa BU President
28 years
Galya Frayman Molinas
Turkey BU President
15 years
Nathan Kalumbu
Central, East & West
Africa BU President
19 years
Ahmet Bozer
EAG President
21 years
• Experienced Senior Leadership
• Culture of Collaboration
• Lean Group Operating Model
• Empowered Business Units
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Driving Results in Our BRICS Markets
India: Winning in a Strongly Competitive Environment
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2007 2008 2009 2010
Total KO Volume
• Leadership in Sparkling and Juice & Juice Drinks
– 4 of Top 5 Sparkling Brands Owned by The Coca-Cola Company
2006-2010 Share
Growth +5%
Per Caps
6 Per Caps
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Russia: Record Growth for Brand Coca-Cola
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26% FY10 Represents Highest Ever
Incremental Growth
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• System Commitment • Integrated Marketing Campaigns • Strong In-Market Execution
Brand Coca-Cola Volume
Q1 10 Q2 10 Q3 10 Q4 10
36% 34% 19% 11% 37% 34% 19% 12%
Sub-Sahara Africa: Driving Growth with Affordability and Availability
17
Per Caps
23 Per Caps
27
• Accelerating
Cooler
Placements
Total KO Volume
• Serving Emerging Urban Retail
Market via Micro Distribution
Centers
• Sparkling and
Innovation
Driving Growth
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2007 2008 2009 2010
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18
Strengthening Our Brand Porfolio
Advancing Our Sparkling Momentum
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Teen Recruitment
Immediate Consumption
Home Consumption
Build the Category
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Russia Brand Coca-Cola
Strengthening Our Still Portfolio
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Turkey: Innovations
• Cappy Sherbet
• Dogadan
India: Extensions
• Maaza Milky
• Nimbu Fresh
Russia: Acquisitions • Nidan
Africa: Launches
• Minute Maid Pulpy
• Minute Maid Nectars and Juice Drinks
• Cappy Nectars
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125 Years of Sharing Happiness
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Q & A
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